Client Advocacy

Brittany Barrett
Senior Account Manager

bbarrett@partnersbenefitgroup.com
(877) 993-5600 ext. 255

Brittany joined our agency in November 2014 as a Senior Account Manager. In this role,  Brittany’s primary responsibilities are to manage the strategic planning, consulting, guidance and service of employee benefit plans for our large accounts.  

Brittany has over 12 years experience in the health insurance industry.  She previously worked as senior consultant for another large brokerage firm and was a account service representative for Blue Cross Blue Shield of MA.  Brittany is an expert in ACA compliance and holds a Life & Health Insurance license in MA and RI.





Michael Giardini
Account Manager

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


Michael joined our agency in September 2015 as a Account Manager. In this role, Michael’s primary responsibilities are to manage the strategic planning, consulting, guidance 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 MA where he worked with key national accounts.

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









Kris Rogers
Client Advocate Supervisor

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 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.









Kasey Southwick
Client Advocate and Administration

ksouthwick@partnersbenefitgroup.com
(877) 993-5600 ext. 218

 

Kasey SouthwickKasey 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 15 years experience in the employee benefits industry working on both the provider and brokerage side.






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 bring over 20 years experience in account management and customer service, previously being a Benefit Counselor for another brokerage agency. Jody also recently received her Life & Health Insurance license in MA.





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 earned her Massachusetts Brokers License in 2011.






 

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.

 

 


 


 

Testimonials/view more

The New England Credit Union Services, LLC 's publication Daily CU Scan (8/6/2014) recently published an article on how CBA offered creative benefit solutions for Align Credit Union's employees.  Highlights from the article included: "CBA presented us with a telemedicine program that we believe...
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CBA Breakfast Benefit Series Seminar on Monday, June 6th!

Posted on: 04/27/2016
Please join us on Monday, June 6th for our Breakfast Benefit Series Seminar.   Fundamentally Different: Creating a High Performing Culture the Non-Nonsense Way!   World class o...