Dear employer, we are here to take care of you.
Shekel Group, owned by the Phoenix Insurance Company specializes in managing pension and financial arrangements, private and collective health and risk insurance, retirement and plans for the elderly and general insurance. Shekel Group provides a wide range of financial services through our unique family office and collaborations with leading investment houses in Israel and abroad. The Group provides comprehensive and professional non-banking advice in the field and this is another set of instruments in the package of services offered to the Group’s clients.
Shekel Group agency is the second largest manager of pension arrangements in Israel, which is leading the field over than 45 years through professionalism, transparency, technological innovation, and the range of services provided to clients. The Group works with all insurance companies, pension funds and most of Israel’s provident and advance study funds. The Group provides highly professional services to about 220,000 business and private clients, annual premium collection volumes of more than NIS 7.2 billion and with assets management worth over NIS 45 billion.
The Group has developed the holistic management approach through the understanding that using one management body allows recognition of all customer’s assets and commitments. Overall data allows Shekel Group to offer an educated solution adapted to the various insurance and financial client’s needs and taking into account the changes that occur over their lives.
Shekel Group is leading and developing over the years due to the values we believe in- we are the risk managers of the family unit via long-term partnership
Service “Surrounding” Clients
To give our clients the best, most professional and comprehensive service, Shekel Group provides wide range of services such as: pension and financial arrangements management, retirement advice, health and risk management, executive section and elementary/general insurances, to grant solutions to all kind of clients- individual and family needs as well as for companies and public bodies, for the employer and for the employee
The Group specializes in managing pension arrangements, and is engaged multi-disciplinary marketing such as provident funds, pension funds, executive insurance, advanced-study funds, risk insurance, health insurance, financial products, property insurance, directors insurance, travel insurance and many more
Shekel provides solutions for a broad range of clients by using the most advanced operational infrastructure backed by a broad scope of professional operation and a dedicated department providing personal attention and accompanies the employers on a daily basis
Group Structure
Shekel has a unique structure focusing client with several specializations including wide service network for employers, marketing and service for insured clients and unique service for senior executives
The Financial Arrangements Management Division works on the forefront with clients and employers to coordinate activities in the pension, health and financial sectors
The Executive Remuneration and Pensioners Marketing Division handles overall insurance and finance portfolios for executive clients, and companies
The Operations Division manages the back office service array, which provides day-to-day support to employers and insured
Shekel Global unit supports all international clients of the group who require insurance coverage for their employees (multiple languages)
The Shekel Group is the exclusive Israeli representative of global benefits firms, including Sequoia, Alliant and more, handling all matters related to welfare, long-term savings, and other insurance products
Our clients
Shekel Group provides services to a wide range of companies in various fields. The Group specializes in providing solutions to international high-tech companies with thousands of employees as well as to local industrial companies with a smaller number of employees. Shekel Group won (the fifth time in the last 7 years) the title “AGENCY OF THE YEAR” in the long-term savings category
