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Company Profile

Susan Y. Watier, FLMI
Manager, Employee Benefits

susan@matheisteam.com
905.837.2600 ext. 11

Susan Watier joined Matheis Team Financial in November 1998. As Manager of Employee Benefits, Susan maintains ongoing contact with all group insurance and specialty insurance program providers. Susan’s responsibilities include all aspects of the Matheis group benefits business in marketing, renewals, administrative and data integrity, interim and retrospective reports. Susan acts as a liaison between the client plan administrators and the program providers. She provides administrative support and technical expertise in a partnering environment for a select group of clients. While responsible for daily administration, case flow, member communications and materials, Susan also conducts detailed market surveys and costing analysis while responsible for sales of specialty coverage, individual health and dental products.

With more than 35 years in the Group Insurance industry Susan brings a wealth of knowledge and experience with an extensive background in sales and underwriting support, client service relationship, contract issue and communications.

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November 05, 2009

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Newsroom

September 1, 2007

Harry Matheis quote from "Benefits and Pensions Monitor" magazine

Taken from the September 2007 issue of Benefits and Pensions Monitor magazine, this article features an insight into what industry experts think they have learned in 100 issues of the magazine.   read more

June 21, 2008

Business Health: Summer 2008

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March 21, 2008

Business Health: Spring 2008

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Testimonials

" The Matheis team has been invaluable in administering our group benefits and RRSP programs for many years. We rely on their extensive knowledge and excellent customer service. ~Robin Sarafinchan, NABET 700 CEP"