Local Employee Benefits Broker near Oakland, CA

Rooted in Progress, Ready to Grow

Oakland is the largest city in Alameda County and a key economic force in the Bay Area. From its busy shipping port to its growing tech and manufacturing sectors, Oakland is a hub of innovation, diversity, and opportunity. Landmarks like the Oakland Zoo and a strong local culture make it both a great place to live and do business.

At AEIS, we understand what drives Oakland businesses. We help small to mid-sized companies build competitive employee benefits packages that support growth and compliance. Whether you need group health insurance, voluntary benefits, or HR support, we deliver solutions tailored to your goals.

Your team is one of your most valuable assets. We help you take care of them with benefits programs that are cost-effective, compliant with California laws, and ready for today’s workforce needs.

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An orange farm - Fresno Employee Benefits Broker

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What is an Employee Benefits Broker?

Oakland is the largest city in Alameda County, California. In addition to being a major west coast port for shipping, it is also a major hub for the automobile manufacturing industry as well. It’s also the location of the famous Oakland Zoo and the home of the Oakland Athletics MLB team. It’s safe to say it’s a great place to start a business - which is why an employee benefits broker will be essential.

One of the most invaluable resources that your business has is and will always be your employees. You're talking about a team of people with critical skill sets who are ready to dedicate themselves to helping you accomplish your vision. That's a lot to ask of anybody and the only way you're going to find enough people to fill those roles is if you take care of important matters like employee benefits.

This, in essence, is why an employee benefits broker is so important. Even more so than a straightforward salary, employee benefits are one of the best ways for businesses to not only attract the attention of high value candidates when posting new job positions, but to retain them as well after they've been hired.

An employee benefits broker is a seasoned professional who will help you do all of this and more. Benefits are certainly a way to differentiate yourself from so many other similar companies in the industry, which is also why finding the right Oakland employee benefits broker is one of the most pivotal steps you can take moving forward.

WHAT WE DO

Employee Benefits Packages Tailored to Your Business

At AEIS, we understand that each business in Oakland is unique. That’s why we customize our employee benefits packages to meet your specific needs. Whether you’re focused on attracting new talent or retaining key employees, our solutions are designed to align with your business goals.

Flexible Spending Accounts (FSAs) & Health Savings Accounts (HSAs)

We partner with vendors that offer flexible spending and health savings accounts which allow your employees to set aside pre-tax dollars for medical expenses, providing them with financial flexibility and savings.

Supplemental Plans

Enhance your team's security with our comprehensive supplemental benefits, including life insurance and disability insurance. These plans provide additional protection and peace of mind, ensuring their well-being in any situation.

Compliance and Regulatory Support for California Employers

Navigating California’s complex regulatory environment can be challenging. At AEIS, we offer ongoing compliance support to ensure that your business stays “audit-ready” with state and federal regulations, minimizing risk and avoiding penalties.

Group Health Insurance and Mental Health Programs

We partner with a wide range of group health insurance plans, including HMOs, PPOs, and HDHPs, to meet the diverse needs of your workforce. We can connect you to standalone mental health programs that are designed to promote employee well-being, leading to increased productivity and job satisfaction.

Employee Assistance Programs

(EAPs)

EAPs offer valuable resources for employees facing personal or work-related challenges, including mental health support, financial counseling, and legal assistance, contributing to a healthier and more productive workplace. We can help you find the right one for your company to enhance your employee benefits package.

All-in-One Employee Benefits Services

We have the insurance and admin know-how to help your business prosper

Employee Benefits Packages

Compliance Risk Assessment

Plan Administration

High Net Worth Life Insurance

Technology

HR Consulting

PEOs

We Serve Oakland!

AEIS works with companies all around the wonderful state of California!

Address

306 6th Avenue, Suite B

San Mateo, CA 94401

Business Hours

Mon - Fri: 8:00 am - 5:00 pm
Sat - Sun: Closed

Phone

650.348.6234

Schedule an Appointment

What to Expect When You Partner with AEIS

At AEIS we understand that there is no "one size fits all" approach to employee benefits. Every organization is unique unto itself and the same can be said of its workforce. That's why what works for your organization may not work for your closest competitor, and vice versa. Only an approach that takes your specific situation into account will meet your needs and exceed your expectations.

When you partner with AEIS, we offer a wide range of personalized and heavily customizable services to clients in and around Oakland, including but not limited to:

Employee Benefits Packages. We work directly with you to determine your needs and prioritize your goals, streamlining costs along the way.
Compliance Risk Assessment. We leave you knowing that you are "audit ready" all year round, mitigating both financial and reputational risk in the process.
Plan Administration. We help simplify the administration of your plan as much as possible, all so that you can focus on the most important thing of all: running the business you've already worked so hard to build.
HR Consulting. We'll work with your existing internal and external HR teams to help you develop, attract and retain the best workers, no matter what.

In addition to our core services, AEIS supports your business with technology solutions that improve efficiency and clarity. From benefits management platforms to compliance tracking tools, we help you stay organized and informed.

With AEIS, you’re gaining a trusted partner committed to maximizing your investment and supporting your people.

What Should an Organization Expect From an Employee Benefits Broker?

All told, an employee benefits broker is someone who understands that there is no "one size fits all" approach to employee benefits. Every organization is unique unto itself and the same can be said of its workforce. That's why what works for your organization may not work for your closest competitor, and vice versa. Only an approach that takes your specific situation into account will meet your needs and exceed your expectations.

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An employee benefits broker will offer a wide range of personalized and heavily customizable services to clients in and around Oakland, including but not limited to ones like:

Employee Benefits Packages. We work directly with you to determine your needs and prioritize your goals, streamlining costs along the way.
Compliance Risk Assessment. We leave you knowing that you are "audit ready" all year round, mitigating both financial and reputational risk in the process.
Plan Administration. We help simplify the administration of your plan as much as possible, all so that you can focus on the most important thing of all: running the business you've already worked so hard to build.
HR Consulting. We'll work with your existing internal and external HR teams to help you develop, attract and retain the best workers, no matter what.

Employee benefits brokers like those at AEIS are a passionate and experienced team of professionals that can also help with one of the most important areas of your business: technology. We can help make sure you have access to the tools you need to manage your business, your employees and their benefits in the most effective way possible.New Paragraph

Speak to us about our expert employee benefits consulting:

Benefits Consulting

Speak to us about our expert employee benefits consulting:

Benefits Consulting

Get Started with AEIS Advisors:

Your Local Employee Benefits Experts

Advanced Estate & Insurance Services has been serving Oakland and the Bay Area for over 35 years. At AEIS, insurance is just the beginning.

We’re more than benefits advisors. We’re experienced partners focused on your business goals and your employees’ well-being. With deep knowledge of California regulations and the local landscape, we build benefits programs that are effective, compliant, and built around your needs.

Whether you’re updating your current plan or starting from scratch, we make the process simple and strategic.

Connect with a Trusted Employee Benefits Team near Oakland

Your business is built on people. Let’s build a benefits program that supports them and sets you apart.

Local Employee Benefits Broker near Oakland, CA

Rooted in Progress, Ready to Grow

What is an Employee Benefits Broker?

Employee Benefits Packages Tailored to Your Business