About Us

We’ve built a team around being a service-first third-party administrator (TPA) with an unexpected amount of heart. Over the last ten years, simple and straightforward healthcare in the self-funded space has been at the heart of our mission and services.

Our People Put Your People First

Leadership

At Concierge, we believe trust is built on personal connection. So, let’s put some faces to names.


Partners


Jason Hopkins

Jason Hopkins

PARTNER

Meet Jason, who manages Concierge’s claims administration and benefit design.

  • Certified Self-Funded Specialist through HCAA
  • Prior to Concierge, I served as President of a TPA/UR/CM company based in Oklahoma and Arkansas.
  • I serve on both public and private boards and as a leader in the Fellowship of Christian Athletes. For HIS Glory!
  • Member of the Texas Tech University Alumni Association, Wreck ‘em Tech!
  • My wife Stacy and I have two children, Faith and Taton. You can find our family at the golf course!
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Chris Loyd

Chris Loyd

PARTNER

Next up is Chris, who’s in charge of marketing and finance at Concierge.

  • I am a second-generation insurance broker, now turned partner of the greatest TPA in the country! I love insurance and love to service people. It’s a win-win!
  • I love the University of Oklahoma, but now that our money goes to Oklahoma State University and the University of Kansas. I am proud to say that I am a Sooner, Cowboy and Jayhawk throughout the year. Boomer Sooner! Go Pokes! Rock Chalk!
  • I have coached youth football, basketball, and even helped with baseball here and there. Working with the youth in our community is paramount and over a 20+ year period, I still get called “Coach”
  • My wife, Lorie, and I are blessed to have a beautiful, blended family. Zack, Emma, and Noah are on my side and Lorie has Madi and Noah. Yes, we have two Noah’s and it is always fun yelling out their name when you need them. You always get twice the help.
  • Finally, we love our Lord and everything we have is because of His mighty hand! We are Blessed!
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Duane Bartelt

Duane Bartelt

PARTNER

Meet Duane; he works on Concierge’s technology systems and data information management.

  • Prior to Concierge, I founded and led a national insurance brokerage company for 15 years, specializing in all types of individual insurance business.
  • I have been a professional speaker for about 25 years focusing on personal development, sales, and motivational topics. Chris and Jason call me the “podcast guy” because I am always forwarding podcasts on business, personal development, and health.
  • I have a degree from Iowa State University in Agriculture Business making me a rare person that knows farming, computers/data, and can speak in front of others. Go Clones!
  • My wife Jen and I have two young kids, Carson and Ava. So much of my time outside of Concierge is spent coaching soccer and softball, running to hockey practices/games, and being Assistant Scoutmaster for my son’s Boy Scout Troop; I always try to live by – “On my honor”
  • One of my passions is building/restoring classic vehicles or as Jen describes them “projects” because somehow, I always feel I have time to take on a project, even if it will take 20 years…
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Leadership Team


Todd Archer

Todd Archer

PRESIDENT

And now, here’s Todd, the president of Concierge.

  • My long tenure in the TPA business has given me a unique perspective on what it takes to be successful in this business. That is why I am here!
  • I am one of the few people in this business who got into it on purpose. I got a degree in Insurance from the University of Tennessee – Knoxville.
  • I call Jackson, Tennessee, home (my family and my wife’s family live there), but we have been in Oklahoma for over 30 years, so we have two homes.
  • I serve/have served on several non-profit and industry boards over the years. I think it is important to give back.
  • My wife, Periann, and I have two children, Brittany, and Anderson (Buddy). We also have 5 grandchildren. They all live within 2 miles of us. Life is good!
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Jeff Knox

Jeff Knox

CHIEF INFORMATION OFFICER

Meet Jeff! He’s on Concierge’s leadership team.

  • Experienced – 30+ years in Information Technology (please note, this does not age me)
  • CIO – is it “Chief Influencing Officer”? Enjoy managing technology to leverage current assets and improve efficiencies that advance management process.
  • Cultural Revolutionary – Project Manager, managing multiple complex projects with competing resource priorities. Creating Infrastructure.
  • Talent Scout – Effective leader that is more interested in attracting and cultivating the growth of talented people and their professional aspirations, than developing core applications.
  • Papa (or whatever my grandkids will call me) – Main goal is to spoil my grandchild and play lots of golf!
  • I went from managing a Mexican Restaurant with a daily P&L to IT. If you take care of the day-to-day, the rest is a lot easier!
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Marcus Williams

Marcus Williams

CHIEF PEOPLE OFFICER

Meet Marcus, who oversees strategic HR initiatives and employee operations at Concierge.

  • I’m proud of my executive leadership background which spans customer service, operations, law enforcement, and HR.
  • Fostering a positive work environment is one of the most important things I do at Concierge.
  • I help Concierge grow—from better managing external communication to internal team talent acquisition.
  • My wife and I are blessed to have 5 children and two grandchildren.
  • I still think the Bulls will make it to the playoffs this year (and every year)!
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Cheri Winters

Comptroller

Meet Cheri, who handles the financial strategies here at Concierge.

  • I have over 25 years of diverse experience in finance and accounting.
  • My role at Concierge is to ensure our financial processes align perfectly with our growth goals and core values.
  • I am a passionate football fan and football mom! Every game day you will find me cheering on my son Braeden who plays for Southeastern Oklahoma State University (and was named defensive player of the week for ALL of Division 2 – not bragging if it’s fact!).
  • I am also a new grandmother to a beautiful grandson (Bearett aka “Baby Bear”) thanks to my other son Collin and his wife Alissa.
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Company Background

Concierge was founded in 2014 as an independently owned TPA with a clear purpose to serve the underserved and to remove the confusion from benefits management for employers and members. Since then, we’ve supported and partnered with employers and brokers across the country, never losing sight of our mission.

  • MISSION

    To get back to the basics: transparent and effective benefits administration that meets each of our clients’ unique needs and demonstrates our commitment to excellent service.

  • VISION

    Our vision is to be the leading TPA that brings affordable, accessible healthcare to Americans through partnerships with organizations that share our values. Our emphasis on growth is grounded in mutually beneficial relationships that aren’t based in greed or pride, but rather in humility, sincerity, and strength of character.

Our Values

Our values live in more than just a list. We place service, creativity, and an exceptional experience at the center of every customer interaction we have.

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Live by the Golden Rule

We treat others the way we want to be treated — with kindness, understanding, and humility.

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Provide Creative Excellence

We stay open-minded and willing to find new ways to solve problems as they appear.

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Have Fun

Because life is meant to be lived with joy!

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Empower Others

We empower those we serve to have an active role in their benefit plan administration.

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Deliver Responsive Service

Our timely, sincere approach extended to offering flexible services to those we serve.

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Be Humble

Being humble helps us focus less on ourselves and more on delivering for you.

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Concierge Cares

Whether we're in the office or out volunteering, the Concierge team is always looking for ways to redefine what service means.

Industry Associations

At Concierge, we make it a priority to stay on top of the latest news, trends, legislation, and all other aspects of self-funding. The insights gained and relationships made through these organizations allow us to better serve you and your groups while staying true to our core value of providing creative excellence.

HCAA

Todd Archer, Concierge’s President, served as President of HCAA from 2009-2011.

SIIA

Proud members of the Self Insurance Institute of America. Todd Archer, President at Concierge, currently sits on the Self Insurance Political Action Committee.

SPBA

Proud members of the Society of Professional Benefit Administrators.

How Can We Help You?

We’re excited to share our culture of partnership and excellence with you. Want to learn more about all the services that Concierge has to offer?