Client Advocacy

Jed Davidson
Vice President, Account Management

jdavidson@cbacompanies.com  
(877) 993-5600 ext. 206


Jed Davidson

Jed joined our agency in June 2010 as a Client Advocate and has recently been promoted to the Vice President of Account Management to mentor the account managers with benefits consulting and expertise to assist them with their clients. In addition, Jed also develops relationships with strategic business partners. By positioning our firm’s strong value proposition, Jed is able to develop these key business relationships to grow the agency. Jed also brings extensive Medicare knowledge and expertise and enjoys helping clients navigate through this confusing time.

Jed is a graduate of University of Massachusetts Boston with a degree in Finance. After working in the Financial Services industry, Jed worked at Blue Cross Blue Shield of Massachusetts in both a service and sales capacity. Jed is an active supporter of Crossroads, Inc. in Duxbury, MA.





Michael Giardini
Account Manager

mgiardini@partnersbenefitgroup.com
(877) 993-5600 ext. 254

Michael joined our agency in September 2015 as an Account Manager. Michael’s primary responsibilities are to manage the strategic planning, consulting and service of employee benefit plans.

Michael has over 14 years experience in the healthcare industry. He previously worked as a consultant for Blue Cross Blue Shield of Massachusetts, where he managed key accounts.

Michael was educated at Northeastern University and also studied Human Resource Administration at Massasoit Community College.



 


 


Jeff Tyrakowski, GBA
Account Manager 

jtyrakowski@partnersbenefitgroup.com
(877) 993-5600 ext. 261

Jeff recently joined our agency and brings over 25 years of experience in the employee benefits industry. He began his career with a prominent regional health plan third-party administrator, and for the last 18 years has managed the employee benefits brokerage firm Ernst Tyrakowski Benefits, LLC in Quincy, MA.

Jeff has published articles in trade journals such as Benefit Selling and Employee Benefit Advisor on the topics of healthcare reform, consumerism and client advocacy. He holds the Group Benefits Associate designation from the International Foundation of Employee Benefit Plans, and is a graduate of Boston University’s School of Management.

Jeff serves on the national advisory board of The Episcopal Church USA’s Medical Trust, and is chairman of the Episcopal Diocese of Massachusetts’s Compensation and Benefits Committee.  




Kasey Southwick
Corporate Administrator 

ksouthwick@partnersbenefitgroup.com
(877) 993-5600 ext. 218
 Kasey Southwick                                                                                                                                                                                                                                                                              Kasey joined the agency in February 2010. Kasey provides complete support to the Executive and Managements teams with scheduling all client meetings, handling service calls and acts as the contact liaison to the President and CEO of CBA for the Partners, client advocates and clients. Kasey also assists with human resource tasks as well as the day-to-day office administrative duties.

In addition, Kasey prepares and organizes all seminars, educational webinars and assists with managing projects within the agency. Kasey is a graduate of Bridgewater State College and has over 15 years experience in the employee benefits industry working on both the provider and brokerage side.








Kris Rogers
Supervisor of Client Advocacy

krogers@partnersbenefitgroup.com
(877) 993-5600 ext. 209

Kris Rogers

Kris joined the agency in December 2010 as a Client Advocate and was promoted to Supervisor of the Client Advocacy Team in June 2014. Kris assists with claims, benefit, and billing issues on coverage and how the plans work for our credible accounts. Kris also handles the renewal process for accounts over 50 employees; this includes sending the RFP to the carriers, corresponding with the client to get all necessary information, working with the carriers to get rate relief and requested plans, putting together the renewal presentation, and attending meetings as needed. After the renewal process, Kris organizes and attends employee enrollment meetings and prepares claims analysis and mid-year review materials.

Kris is a graduate of Curry College and has over 6 years customer service and claims experience for when she worked for Blue Cross Blue Shield of Massachusetts.


 





Lisa Fisher-Burke
Client Advocate

lfisherburke@partnersbenefitgroup.com
(877) 993-5600 ext. 224


Lisa joined our agency in February 2014. Lisa handles the renewal process for over sixty credit union clients. The renewal process includes sending RFPs to the carriers, corresponding with the clients to get all necessary information, working with the carriers to get rate relief and requesting plans. She also puts together the renewal presentation and attends client meetings as needed. After the renewal process, Lisa organizes and prepares claims analysis and mid-year review materials. Lisa assists with claims, benefit and billing issues on coverage and how the plans work.

Lisa brings over 13 years of customer service and health insurance industry experience. While with Blue Cross Blue Shield of Massachusetts, she worked in Member Services and was promoted to National Major Accounts, where she spent 6 years.







 

Jody Glosson
Client Advocate
jglosson@partnersbenefitgroup.com
(877) 993-5600 ext. 226

 
Jody Glosson joined our agency in March 2015 as a Client Advocate for our smaller accounts under 50 employees.  Jody’s role is to assist our clients with the renewal process each anniversary.  This includes sending RFPs to the carriers, corresponding with the clients to get all necessary information, working with the carriers to get rate relief and requesting plans, putting together the renewal presentation and attending benefit seminars as needed. 
 
Jody brings over 20 years experience in account management and customer service, previously being a Benefit Counselor for another brokerage agency. Jody has her Life & Health Insurance license in MA.






Sarah Youngman
Client Advocate

syoungman@partnersbenefitgroup.com 
(877) 993-5600 ext. 262



Sarah joined our agency in May 2016 and brings over 8 years of customer service experience, previously working as an account manager in the Telecommunications and Software Engineering industry.

In her new role Sarah will be assist our clients with the renewal process each anniversary.  This includes sending RFPs to the carriers, corresponding with the clients to get all necessary information, working with the carriers to get rate relief and requesting plans, putting together the renewal presentation and attending benefit seminars as needed. 

Sarah graduated from Suffolk University in 2007 with a BA in Communications.








Pam Gentile
Client Advocate

pam@carey-neville.com 
(508) 830-1819

Pam Gentile

 Pam has been a client advocate for Noreen Carey Neville since 2001. Pam assists with benefit and billing issues on coverage and how plans works and also handles the renewal process for all Noreen's clients. After the renewal process, Pam organizes employee enrollment meetings and prepares mid-year review materials. Pam has previously worked for John Hancock Mutual Life Insurance Company in the Medical Underwriting Department, and brings over 30 years experience to her role. Pam has her Life and Health Insurance license in MA.






 

Peter Neville
Associate

peter@carey-neville.com
(508) 830-1819

Peter Neville

Since 1971, Peter has spent most of his professional career directing non-profit organizations committed to special education programs or sustaining employment for people with disabilities. He earned his Series 6 and 63 to qualify as a Registered Representative for securities sales, and his Life Underwriter Training Council Fellow (LUTCF) while working as an agent and broker in Carey-Neville Insurance from 1993 – 2000.

 During those years, Noreen and Peter established The Elderpreneur of the Year Award with support from John Hancock Life Insurance, the South Shore Chamber of Commerce (SSCC) and The Patriot Ledger. Elderpreneurs are men and women over age 55 who continued to be the driving forces in their businesses. Nominations were solicited from the South Shore Community by The Patriot Ledger. 

Peter continues to work with his wife, Noreen Carey-Neville, CLU, ChFC, and he focuses on operations, claims analysis for clients with employer sponsored group health insurance. He is has served on the Plymouth Board of Directors for the Council on Aging since 2005, and has served on the Plymouth Administration and Finance Committee. He continues to be an active member on the Membership Committee for the South Shore Chamber of Commerce, and he is a member of the Massachusetts Association of Life
Underwriters.

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I’ve had the pleasure of working with Comprehensive Benefit Administrators for the past year. From day one our experience with CBA / PBG has been nothing but great. This group of people really know what they are doing & they are good at it! CBA is hands-on, professional and dedicated to its clients but what m...
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Comprehensive Benefit Administrators Acquires Ernst Insurance Agency

Posted on: 06/01/2016
Comprehensive Benefit Administrators, Inc., a company that combines traditional group benefits brokerage services with specialty services such as advocacy, claims administration, benefits expertise an...