Steven Tardanico
Vice President
(855) 493-9859 ext. 219

Steven Tardanico 

Steve began working at our agency in May 2010 as the Director of Client Advocacy and was promoted to the Vice President of RSI, our claims administration company. Steve’s background is in training and development at Blue Cross Blue Shield of MA, sales, marketing and claims management. He is a subject matter expert in health insurance contracts, tiered network health plans, high deductible medical plans, all dental plans and alternative funding options. Steve is formally trained in Underwriting principles and risk analysis.

Steve has over 13 years experience with developing and management teams. Steve previously worked at Blue Cross Blue Shield of MA as an Account Executive.

Ada Fitzgerald
Manager, Claims Administration
(855) 493-9859 ext. 211

Ada Fitzgerald

Ada joined our agency in February 2007. Ada supervises the claims administration team and also provides advocacy for our clients, their employees and dependents. Ada is a main interface with all insurance and claims reimbursement questions and from members, accounts, physician’s offices, labs, hospitals, billing agencies and any other entity affected by the deductible reimbursement portion of the medical plan. Ada has over 13 years of benefit and claims experience and has previously worked at Benemax.


Sarah Moffett
Account Manager
(855) 493-9859 ext. 210 joined our agency in April 2013 as our COBRA Administrator, transitioned to a Client Advocate and now has recently been promoted to Account Manager. In this role, Sarah manages our claims administration for all our clients. 

Sarah graduated from University of South Carolina and received her Massachusetts Broker License in January 2013. Sarah brings over 7 years of customer service.

Catie Yuen
Claims Specialist

(855) 493-9859 ext. 212

Catie Yuen

Catie joined our agency in March 2012 and brings over 5 years administrative experience and 7 years customer service to her role. Catie is the main contact person for all customer service inquiries on all medical and dental claims and FSA, dependent FSA, and Section 132 transit related questions.  Catie is also responsible for running all reports for our consultants and clients. 


Janet Cabbage
Claims Administrator
(855) 493-9859 ext. 251

Janet joined our agency in August 2015. Janet assists the claims administrators by organizing and tracking the incoming claims, updating the on-line systems, processes weekly check runs, and handles all other administrative tasks. In addition, Janet will take on claims related ad-hoc projects.

Lizz Stumpek
Implementation Coordinator
(855) 493-9859 ext. 216

Lizz joined our agency in December 2010. Lizz receives RFPs and provides proposals to prospective clients for our TPA services. Lizz collects the new business paperwork from incoming clients and coordinates the set up of the claims services. Lizz also creates and maintains marketing materials. In addition to these responisbilities, Lizz takes on administrative ad-hoc projects as needed.

Lizz is a graduate of Wheaton College and has had 10 years of experience in customer service and COBRA Administration. 

Maura Kelly
Senior Accountant
(877) 993-5600 ext. 222

Maura.jpgMaura joined our firm in June 2013. Maura handles all of CBA's accounting tasks on a daily basis. Maura controls all expenses by receiving, processing, verifying and reconciling invoices and making all payments to staff, clients and vendors. In addition, Maura maintains all accounting ledgers by verifying and posting accounting transactions. Maura also collaborates with our lead accounting consultant on financial reporting.

Maura has over 30 years experience as an accountant and has spent the last 6 years working for profit and non-profit organizations recently in the education field. Maura resides in Plymouth, MA.

Susan Faiella
Client Invoicing and Funding Specialist

(855) 493-9859 ext. 217

Susan joined our firm in September 2013 working part time for our accounting department and recently was promoted full time as our Client Invoicing and Funding Specialist. Susan is responsible for all client PFA, HRA and FSA monthly billing. She also works with clients to set up funding for debit card plans and assists with funding requests. In addition, Susan monitors client bank accounts and posts cash receipts to our claims system.

Susan has over 23 years experience in the accounting and finance industry in both private and public sectors. Susan hold a B.S. in Accounting and Finance from University of Massachusets - Boson.

Lynne Civitarese
COBRA Administrator

(855) 493-9859 ext. 214

Lynne joined our agency in October 2013. Lynne is responsible for performing a variety of duties related to billing and collecting COBRA premiums for multiple lines of coverage. Lynne works directly with customers and vendors to set benefit plans directly into our systems for tracking. Lynne also handles the timely entry of participants into the COBRA application and assists in the preparation of the monthly reports.

Lynne has over 10 years customer service experience working at not for profit companies and insurance agencies.




Testimonials/view more

We have enjoyed working with CBA / PBG for our Employee Benefits plan.  We work with CBA because they are able to show us options that allow us to save money and offer a high level of benefits and choice to our employees.  The service and options that they bring to us every year are unparalleled. We also appr...
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Educational Webinars Library

Posted on: 08/28/2015
Our educational webinars are available to watch at anytime! Our most popular topics are below: The A, B, C and D's of Medicare Health Care Account Collection Practices in the Age of ...