We answer the phone. We read the claims data. We solve problems before they grow. Level Health exists because small employers deserve the same transparency and advocacy that only large companies used to get.
Our leadership team has decades of experience in benefits, insurance, and employer advocacy and a deep frustration with how the system treats small businesses.
Founder and President
After nearly a decade in benefits, Adam saw that small employers deserved a better way to deliver first-class coverage without excessive cost or administrative burden. He founded Level Health to build a model rooted in transparency, advocacy, and practical problem solving.
Dad of four boys and has never picked a bad restaurant.
VP of Operations
Kristin started as a bedside RN before moving into hospital administration. She now oversees onboarding, renewals, compliance, and member services, making sure every process can scale without losing the human touch.
Fiction reader, outdoor enthusiast, and family-first.
VP of Growth
Jake leads go-to-market strategy and sales. His startup background helps brokers and employers adopt modern benefits designed around $0 care and transparent plan performance.
Husband, dad of three daughters, coach, volunteer, and worship band guitarist.
Real humans who know your plan and care about getting it right.
Member Experience Lead
Leads member experience with hands-on expertise across account management, enrollments, and benefit guidance.
Yoga lover, thrift store regular, and cat mom to Mochi.
Member Experience Advocate
Brings 15+ years in mental health and education to help members make confident, informed care decisions.
Loves traveling and spending time with family.
Member Experience Advocate
Works directly with members to clarify coverage, connect with specialists, and review cost responsibility before care.
Montana transplant by way of Wyoming. Happiest outdoors with family.
Member Experience Advocate
Supports members with day-to-day care navigation and plan questions.
Bio details coming soon.
Member Experience Advocate
Helps members resolve coverage issues, understand benefits, and route care correctly.
Bio details coming soon.
Most Level Health business comes through broker partners. This team keeps those relationships smooth and accountable.
Account Management Lead
Leads renewals, reporting, and strategic plan support with a data-driven approach to long-term client outcomes.
Lifelong Blues fan. Enjoys golf, pickleball, and family time.
Account Manager
Focused on strong broker and employer relationships and making sure partners feel supported through each plan cycle.
Family-focused, animal lover, and always up for a round of golf.
Senior Account Manager
Advises on plan design and strategy with more than a decade of benefits experience and carrier relationship management.
Traveler and historical fiction reader. Family-first at home.
Customer Success Manager
Leads implementation for new groups and supports direct member engagement across employer accounts.
Dog walker, pop culture fan, and Beyonce loyalist.
From broker development to quoting accuracy, this team keeps Level Health moving with speed and discipline.
Broker Channel Development
Helps brokers and employers move to modern health solutions centered on transparency, control, and cost containment.
Chiefs fan, aviation enthusiast, traveler, and cat owner.
Manager of Enablement and Learning
Ensures brokers, members, and internal teams can explain Level Health clearly and confidently.
Mom of three. Coaches sports and leads school volunteer efforts.
Revenue Ops Coordinator
Turns messy stop-loss data into clean, accurate proposals that brokers can actually use. She's the person double-checking the plan designs, enrollment numbers, and pricing so nothing gets missed before it goes out the door.
Soccer player, Barcelona supporter, and proud dog mom to Olaf the Bichon Frise.
Quote Team
Supports quote development and pricing workflows for broker and employer opportunities.
Bio details coming soon.
Quote Team
Lorena leads the quoting process, turning employer data into accurate proposals based on who's enrolled and where they're located. Her attention to detail ensures members get matched with the right provider options for their area.
Bio details coming soon.
Whether you are an employer looking for a better plan, a broker evaluating partners, or a member with a question, our team is ready to help.