Director of Client Advocacy
(877) 993-5600 ext. 219
Steve began working at our agency on the management team in May 2010. Steve provides advocacy for all our clients, their employees and dependents. Steve’s main job is to provide a senior level advocate for any account with escalated service or advocacy concerns. Steve’s background is in training and development at Blue Cross Blue Shield Blue Shield of MA, sales and 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. The account management / account advocate team and claims team at our agency report to Steve.
Steve has over 13 years experience with developing and managing account management teams. Steve previously worked at Blue Cross of MA as an Account Executive.
Client Advocate and Administration Manager
(877) 993-5600 ext. 218
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 helps prepare 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.
Client Advocate Supervisor
(877) 993-5600 ext. 209
Kris joined the agency in December 2010. 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; 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. 254
Caitlin joined our agency in August 2013. Caitlin handles the renewal process for clients under 100 employees. 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. Caitlin also puts together the renewal presentation and attends benefit seminars as needed.
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.
(877) 993-5600 ext. 223
Sarah joined our agency in April 2013 as our COBRA Administrator and has been recently 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 6 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.
Melissa joined our agency in 2012 in a administrative support role to Mark Rezendes. Melissa brings 13 years of Employee Benefit and Human Resource experience to the expanding Partner’s team by serving as a point of contact for client issues, overseeing the collection, maintenance and accuracy of sensitive computerized data and aiding in the preparation and review of plan documents and illustrations. Melissa is also responsible for establishing and maintaining a solid business rapport with clients and vendors.
Melissa is a graduate of the University of Massachusetts and holds two professional certifications, one in Human Resource Management from Bentley College and the other in Medical Coding from Kaplan University.
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.