About Us
Our Firm
Founded by John Davidson in 1983, our firm offers customized employee benefit solutions and consulting services built around our clients’ goals and objectives. We specialize in creative benefit solutions, strategic planning and easing the benefits burden on HR. We exclusively work on large group (> 100 employees) employee benefits. Our leading goal is to practice with the best principles always in mind. Making a difference in everything we touch is what we live and breathe each day.
Formerly known as Davidson Benefits Planning, we are a fully-owned division of Alera Group based in Tigard, Oregon.
Our Philosophy and Culture
We value of integrity, hard work, and professionalism. We are committed to innovation and creative employee benefits, risk management and insurance solutions. This is accomplished through our philosophy which is to:
- Expect far more from ourselves than we do from others
- Inspire excellence and success
- Lead with integrity and wisdom
- Provide fanatical attention to service, consistency and detail
Our promise is to partner with our clients to offer exceptional customer service, support, solutions and resources in every touchpoint we have with them. We are committed to recommending ideas, programs, products and services that will maximize the value and ensure the success of cost-effective benefit plans for each and every client.
Well known in the community for our culture, we make concerted efforts to be inclusive, open to everyone’s perspectives and to be optimistic and engage the mind and spirit. Culture development comes from our entire staff. Our culture committee coordinates a variety of events including community volunteer activities to have fun together and invigorate staff.
Part of our culture is also to practice The Collaborative Way which emphasizes Speaking Straight, Being There for Each Other, Listening Generously, Acknowledge & Appreciation and Honoring Commitments. We have ongoing training and support for our employees. The training and message has been extremely well received.
As a result, we have very happy and appreciative employees and outstanding performance for our clients. Our firm achieved Top 100 Employer to Work for in Oregon for the 16th year in a row.
Meet Our Team
People you can count on. People you can trust.
Sandi Christianson-Duprey
Benefits Consultant
Sandi Christianson-Dupreyis a seasoned Benefits Consultant at Davidson with an impressive 22 years of experience in the benefits industry.
Sandi's strength lies in cultivating robust relationships, both within the professional sphere and on a personal level. Renowned for her outgoing nature, she consistently exceeds client expectations, making her an invaluable asset to the team.
Before joining Davidson Benefit Planning, Sandi played a pivotal role in establishing and nurturing a Portland start-up employee benefits agency. Her rapid ascent to Director of Operations and Client Relationship Manager underscored her adeptness at navigating the intricacies of business operations. Sandi has her Life & Health licenses in both Oregon and Washington
Outside of work, Sandi finds solace in exploring the natural beauty of Oregon on her ebike, and her passion for travel extends to warm locales, with the tropics holding a special place in her heart.
Alex Crosslin
Reporting Analyst
Alex Crosslin is a Reporting Analyst with over 10 years of experience in human resources and benefits. Alex began her career as an HR Generalist and followed that up with outsourcing HR services to small and mid-size companies. She has extensive experience in employee relations, payroll, HRIS data maintenance, compliance, benefits administration, and recruitment.
Alex has a Bachelor’s degree in Communication from Oregon State University and a Master’s in Human Relations/Counseling from Northern Arizona University.
In her free time, Alex stays busy with her two little boys and loves to spend time with family and friends. She also enjoys yoga, running, martial arts and skiing.
Kyle Davidson
Financial Analyst
Kyle Davidson is a creative and animated member of the DBP team. Kyle is an Financial Analyst providing financial support and resources for analysis and reporting. His responsibilities include reporting, financial analysis and developing processes for streamlining and simplifying projects to create efficiency. Kyle enjoys bringing innovation and creativity to routine projects to provide reliability and ease of use.
Kyle is a native Oregonian and enjoys the active and outdoor lifestyle. His hobbies include bonsai trees, camping, kayaking, hiking, golfing and attending basketball and football sporting events. In addition, he enjoys spending his time with family and friends. Kyle graduated from Oregon State University with a Bachelor’s Degree in Managerial Economics and maintains his Life and Health Licenses in Oregon.
John Davidson
Producer
John Davidson, CSFS began his insurance career in 1980 as a producer of individual life products with Standard Insurance Company. In June of 1983 John started Davidson Benefits Planning and began working with small employer groups and shortly thereafter found an underserved and unique potential in the large group employee benefits segment. John since has established himself among his peers as an industry thought leader focused on strategic planning, cost management and the benefits of self-funding.
John founded Davidson Benefits Planning as a means to bring his expertise and passion to the Northwest market and over 41 years later continues to serve the interests of many clients with his signature stamp of integrity, honesty, and humility. As a past President of the Oregon Association of Health Underwriters and multiple Agency of the Year awards, John continues to represent the benefits industry and his clients with leadership, commitment, and innovation.
John is a 1978 Business graduate of Linfield College and is a Certified Self-Funding Specialist (CSFS). He actively serves as a board member on various philanthropies.
Resources
Pocketpal Video - App for Employee Benefits Portal (Touchpoints)
* Access requires credentials, please email info@jjdavidson.com for access information
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Collaborative Conversations: 2025 - What to Expect and What You Need to Know
Save the date for a conversation in September where we will discuss the impending PLO changes by BOLI and the Employment Department, their impacts, and other critical considerations.
September 12, 2024 at 08:30 am PT | Virtual
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Employee Benefits
Is Tech-Enabled Brokerage Right for You?
Our experts will lay out what tech-enabled brokerage is, how it works and why it makes sense for the right organizations.
September 19, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Meeting the Needs of an Aging Workforce
Our experts will provide tips and insights about how to incorporate Medicare, menopause benefits, retirement, communications best practices and other hot topics for older workers into your program successfully and without breaking the bank.
October 17, 2024 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Preparing for 2025: Creditable Coverage, Enrolling in Medicare and HSA Contributions
With significant changes coming in 2025 to creditable coverage determinations, employers and employees may have questions on what that means for them, whether they make the decision to enroll in Medicare Part D or continue to have coverage under their group health plan.
September 5, 2024
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Employee Benefits
Webinar: Better Benefits Administration and Lower Costs
If you don’t have expert assistance to guide you and your organization in the in using a sophisticated benefits portal, you’re wasting a lot of the money your business has invested — and probably frustrating the employees you mean to serve. Working with a brokerage that offers not only a leading-edge benefits portal but also year-round support and services enables your employees to seamlessly access, understand and navigate the portal, creating a positive benefits experience.
September 5, 2024
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Medicare Part D Credibility Determinations for Non-Calendar Year Plans
In 2003, the Medicare Prescription Drug, Improvement, and Modernization Act (MMA) added a voluntary prescription drug benefit to the Medicare program. The benefit, known as Medicare Part D or “Part D,” is an optional program for Medicare beneficiaries to access covered prescription drugs at a lower cost. In 2022, the Inflation Reduction Act (IRA) was signed and set into motion changes to Part D benefits, with additional impact on employers in 2024 and 2025.
September 5, 2024
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Workers’ Compensation: Stable market with emerging challenges from mental health claims
Despite pressure from medical inflation, increases in fee schedules on medical procedures and wage inflation affecting premiums and benefits, Workers’ Compensation remains a stable and profitable line for insurers. This stability allows buyers favorable conditions, such as ample capacity and stable rates. However, a new trend is emerging: the inclusion of mental health claims as compensable workers’ compensation.
August 28, 2024
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