Flores & Associates, LLC
Dan Taylor has a diverse work experience spanning over several decades. Dan currently holds the position of Senior Vice President of Sales at Flores & Associates, LLC, a national leader in reimbursement plan administration. In this role, they oversee the administration of employee benefit plans and manages client relationships.
Prior to their current position, Dan served as Vice President of Sales at Infinisource Benefit Services for a remarkable period of 25 years. During their tenure, they built and maintained profitable relationships with brokers, payroll providers, and industry leaders nationwide. Dan also led a sizeable sales team, overseeing training, performance measurement, and sales support to drive customer satisfaction and retention.
In addition to their corporate experience, Dan served as a Sales Manager at Taylor's Stationers and as an Event Coordinator and Rules Official for the Oldsmobile Scramble, the world's largest golf tournament.
Dan Taylor holds a Bachelor of Business Administration degree from Western Michigan University, majoring in Accountancy and Marketing. Additionally, they obtained a certification in Executive Leadership from LinkedIn in October 2021. No further information is available regarding their education history.
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Flores & Associates, LLC
Flores is a premier administrator of employer-sponsored reimbursement plans including Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), Health Reimbursement Accounts (HRAs) and Commuter Benefit Accounts (CBAs) as well as Life Balanced Lifestyle Spending Accounts and Student Loan Repayment Assistance. In addition to these account-based benefit options, Flores also handles COBRA and other direct bill services, including FMLA and disability leave administration, to meet the compliance needs of employers. In 2022, Flores launched a full suite of compliance solutions including Premium Only Plan (POP) administration, Wrap SPDs, Form 5500 preparation, and an HR Compliance Center. Based in Charlotte, NC, Flores has emerged as a leader in the CDHP market through a service model founded upon innovative technology, dedicated professionals, and an uncompromising commitment to remarkable service experiences, evidenced by a 97% client retention rate.