Senior Account Manager
(877) 993-5600 ext. 255
(877) 993-5600 ext. 254
Caitlin joined our agency in August 2013 as a Client Advocate and was promoted to Account Manager to our clients under 50 employees early this year. Caitlin handles the renewal mid-year, pre-renewal and renewal meetings with the clients.
Caitlin graduated from Bridgewater State College and worked for 6 years at Blue Cross Blue Shield of MA in National Major Accounts and brings exceptional customer service to her role. Caitlin also received Massachusetts Broker License in 2014.
Client Advocate Supervisor
(877) 993-5600 ext. 209
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.
(877) 993-5600 ext. 223
Sarah joined our agency in April 2013 as our COBRA Administrator and then promoted to a Client Advocate. Sarah now handles our smaller clients under 50 employees and assists them through the renewal process each anniversary. 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, putting together the renewal presentation, and attending benefit seminars as needed. In addition, Sarah handles all service calls from clients as well.
Sarah graduated from University of South Carolina and received her Massachusetts Broker License in January 2013. Sarah brings over 7 years of customer service.
(877) 993-5600 ext. 224
Lisa joined our agency in February 2014. Lisa handles the renewal process for approximately 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 has significant experience working in the health insurance industry coming from Blue Cross Blue Shield of Massachusetts. At BCBS of MA, she worked in Member Services and then spent 6 years in National Major Accounts.
Client Advocate and Administration Manager
(877) 993-5600 ext. 254
Kasey joined the agency in February 2010. Kasey provides complete administrative support to the President and CEO of the company and his management team with scheduling all client meetings, handling all his service calls and act as the contact liaison for him to all his Partners, client advocates and clients. Kasey also assists with the Human Resource tasks within the company as well as the day-to-day office management duties.
In addition, Kasey prepares and run all seminars and assists with managing projects within the agency. Kasey is a graduate of Bridgewater State College and has over 13 years experience in the employee benefits industry working on both the provider and brokerage side.
(877) 993-5600 ext. 226
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 earned her Massachusetts Brokers License in 2011.
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.