The Best Practices in Customer Service: A Series: CBG Benefits


Recently Kevin Price, Host of the Price of Business on Bloomberg’s Home, Business Talk 1110 AM KTEK in Houston recently interviewed Jason Pinto of CBG Benefits. Here is that interview:

Tell me about your firm.

CBG Benefits is a full-service, employee benefits boutique firm located just outside of Boston, Massachusetts. We currently have 12 employees that have a deep level of experience in the areas that truly matter to our customers — including benefits, Human Resources, insurance, communications, self-service technology, policies and compliance, and more.

We work with companies across a variety of sizes. Our smallest customers have a handful of employees, while our largest customers have thousands of customers. By incorporating technology into our full-service offering, we’re able to deliver solutions that are truly tailored to each company that we work with.

How do you demonstrate that your customers are appreciated?

Our leadership team has really done a tremendous job of instilling a customer-first attitude among all of our employees. For example, a Principal and Founder of CBG benefits is Chris Costello. He really does a tremendous job in making our customers feel appreciated. He does this by remaining involved with nearly every client that we have.

Also, rather than having a “one-size-fits-all” approach in terms of the gifts that we provide customers, Chris gets to know each customer personally to identify their passions and interests. Then, he’ll make sure that they receive gifts of appreciation that match that. This might include tickets for sporting events, a round of golf, music, dinner, etc.

What do you do to make potential clients feel like they will be well taken care of if they hire your firm?

Our company can truly make life easier for our customers, primarily Human Resources departments and Chief Financial Officers.

We’re able to do that through the technology and tools that we provide them, combined with the insight and expertise that our staff carries.

One way that we should prospects that they’ll be taken well care of is by providing them access to many of these even before they’ve signed on to be a client. For example, we’ll provide the HR director with access to an online Human Resources portal that provides tremendous value to its users.

Also, we take time to truly try to understand their business, their employees, their history, and their goals. Rather than trying to present a one-size-fits-all solution, we really do tailor our offering so that it will meet their needs and deliver results.

How is your approach different than the competition?

We find that with our competitors, new clients never hear from the sales rep or leadership team once they’ve signed on the dotted line. Chris Costello, along with our entire team, ensures that we are the opposite of that.

We take a deep interest in each and every client, and ensure that they have the resources and answers that they need at all times.

Contact information:

Phone: 877-332-6387