Al WolcottSenior Account Executive, Property & Casualty
Senior Account Executive, Property & Casualty | |
Al is a Senior Account Executive for AIA, Alera Group’s Property & Casualty division. His vast experience in the insurance business spans over 35 years. As a trusted advisor, Al provides advice for his clients on risk management, surety, and a wide array of insurance solutions. He serves businesses and organizations of all types and sizes. Al’s strong relationships with his clients and the insurance companies provides exceptional results for his clients.
Al is a graduate of the University of Pittsburgh with a major in economics and minor in math.
Andrea WrightP&C Commercial Lines Account Manager
P&C Commercial Lines Account Manager | |
Andrea joined AIA, Alera Group in 2019 as a Middle Market Account Manager. She serves in the Commercial Lines department of our Property & Casualty division. In this role, she is known to deliver outstanding customer service to our clients through renewals, endorsements, marketing, and account changes, along with many other services. Andrea is currently licensed in Property and Casualty Insurance and has 19 years of insurance experience.
Andrea has earned her Bachelor’s Degree in Business Administration from Ashford University and is currently working towards a CISR (Certified Insurance Service Representative) designation.
Andrew DiodatoP&C Commercial Lines Producer, Recreation Specialist
Andrew is a commercial lines producer at AIA, Alera Group specializing in recreation insurance. He is one of the largest insurers of bowling centers and family fun centers in the United States. Andrew is considered an expert in appraising, reconstruction, and loss prevention in the recreation field. He has spent his entire career in insurance, starting as a building inspector, moving up to underwriting, and then joining AIA in 2014.
Andrew graduated from Penn State University with degrees in both political science and business. He is a Pennsylvania Department of Agriculture certified ride inspector, and is the only Pennsylvania insurance agent to hold that designation.
Ashley serves as an Account Coordinator in AIA, Alera Group’s Employee Benefits division working uniquely on advanced healthcare strategies and wellness solutions for clients. She supports a number of advanced health strategies including our suite of GameChanger programs. She is integral to the implementation and ongoing engagement of these unique solutions and strategies. Ashley’s responsibilities include supporting clients through the implementation and launch of vendor solutions, developing engagement strategies, and supporting and managing the ongoing relationships between vendors and clients. Ashleyjoined the AIA, Alera Group team in 2019.
Ashley holds a Bachelor’s degree in Business from Point Park University. She is known for her organizational skills as well as her focus and attention to detail and looks forward to working closely with clients on their unique initiatives.
Baron is the Chief Operating Officer for the Property and Casualty division at AIA, Alera Group. In addition to managing the operations, he is also a Senior Producer responsible for managing and growing a significant book of commercial clients. Baron specializes in construction, but he also handles clients in numerous other industry segments. He has expertise in traditional insurance products, as well as large deductibles, retros, self-insurance, and captives.
Baron has been with AIA, Alera Group since 1997 and previously served as a Regional Claims Manager in the insurance industry for 10 years. This experience has aided his ability to serve clients with a strong claims background and understanding of the coverage afforded under the insurance contract.
Baron is a licensed Property and Casualty agent and he also holds the Chartered Property Casualty Underwriter (CPCU) designation as well as a Master’s In Business Administration with a focus in Management from Loyola University. He is currently working on his Construction Risk and Insurance Specialist (CRIS) designation.
Ben LerewAccount Coordinator, Broker Solutions & Employee Benefits
Ben serves as an Account Coordinator in AIA, Alera Group’s Broker Solutions division. He is responsible for quoting, enrollment, submissions, and delivering superior service to our broker clients. Ben is known to be a creative, collaborative, and a flexible team-player
Ben’s 16 years of previous military administrative service brings tremendous value to the AIA, Alera Group team and to our broker clients. His organization, focused attention, and resourcefulness assures that our clients’ expectations will be surpassed.
Outside of work, Ben enjoys spending time with his wife and two young daughters. He also invests in giving back to the community through charitable cycling events such as Ride to Recovery and the Hershey Chocolate Tour for Penn State cancer research. In addition, Ben stills serves our country in the Pennsylvania National Guard.
Ben holds a Resident Producer License in Health, Life, Accident and Fixed Annuities.
Beth CookAccount Manager
Account Manager | |
Beth arrived at AIA, Alera Group with the acquisition of Trilogy Group Benefits. She is an Account Manager working primarily with the small group market to facilitate annual renewals and also provide assistance with COBRA services. Beth has an extensive administrative background with a focus on human resources and customer service. She strives to deliver excellent customer service in a timely manner to ensure client satisfaction.
In her spare time, Beth is an enthusiastic fan of the Green Bay Packers and enjoys spending time with family, friends and her Pitbull rescue, Cooper.
Bill StrawSenior Vice President, Employee Benefits
Senior Vice President, Employee Benefits | |
Bill Straw is a Senior Vice President at AIA, Alera Group where he serves as an executive consultant on large employer clients and participates with the new business development team bringing AIA, Alera Group’s unique GameChanger portfolio to self-funded employers. Bill combines his long-standing business experience with a passion for people. Previously, Bill spent 23 years with Highmark in various actuarial and underwriting roles with a unique focus on client consulting and providing client facing support to the sales team.
As a graduate of Penn State University with a degree in actuarial science, Bill also holds his Fellowship in the Society of Actuaries (FSA) designation, along with a state of Pennsylvania producer license for accident and health, a member of the American Academy of Actuaries, and Health Rosetta Associate Advisor Certification.
Besides enjoying his career, Bill lives in Bethel, PA with his wife and two sons and has served as Chairman of the Bethel Township Planning Commission since 2013.
Bob Pease JrVice President – Senior Sales Consultant, Employee Benefits
Bob Pease Jr
Vice President – Senior Sales Consultant, Employee Benefits | |
Bob is a Vice President Senior Sales Consultant in AIA, Alera Group’s employee benefit division. He works primarily with businesses in the small group market and focuses on helping employers understand and manage health and welfare benefit plans.
Prior to joining AIA, Alera Group, Bob owned his own insurance agency and enjoyed establishing long term client relationships. Customer service and attention to detail are cornerstones in Bob’s work philosophy. He strives to make employee benefits easy so the business can concentrate on what they do best, running their business.
With more than 30 years of experience in the insurance industry, Bob understands the value an agent can be to a business owner. He holds a Bachelor’s degree in Accounting from Penn State Harrisburg and is licensed in Property and Casualty, Accident, Life, Health and Fixed Annuities.
Bonnie is the receptionist at AIA, Alera Group and has been a part of the organization for over 20 years. She performs receptionist duties and office support, as well as assists the team with other various tasks. She is a firm believer that in order to have a great company, you should be willing to help where ever you are needed no matter what department you work in. For her, it has always been a “TEAM” effort. Bonnie has received multiple letters of acknowledgement and compliments for her professionalism and delightful demeanor.
Brenda AckerAccounting Manager
Accounting Manager | |
Brenda is the Accounting Manager for AIA, Alera Group and the HR Manager for our Property & Casualty division. Prior to her joining our team in 2013, she was the VP of Operations and HR Manager in the insurance division of a well-known bank. Her knowledge, professionalism, and keen attention to detail lends to a positive client and employee experience.
Brenda received her Management certification from Messiah College. When she is not working, Brenda enjoys spending time with her family and friends and is an avid golfer.
Brent is a Senior Broker Account Manager at AIA, Alera Group, where he is responsible for servicing and assisting our broker partners who are dedicated to the group market. Brent delivers RFP strategy analysis, manages carrier policy adherence, and provides consultations—all with extraordinary service and attention.
Prior to joining AIA, Alera Group, Brent worked for an organization where he focused on ancillary and self-funded benefits along with COBRA administration.
Brent is a licensed Life, Accident, Health, Property and Casualty agent and has his Bachelor of Science in Business.
Carol ShawPersonal Lines Account Manager
Personal Lines Account Manager | |
Carol is a Personal Lines Account Manager at AIA, Alera Group. She has been in the insurance business for over 45 years, providing Personal Lines Customers with superior service. Carol works directly with individual clients helping them with their auto, homeowners, dwelling fire, personal umbrella, watercraft, and motorcycle insurance policies. Whether it is a new policy, car change, a claim issue or billing matter, Carol serves her clients with the utmost and care.
In her spare time, Carol enjoys reading and going to the beach, particularly Cape May, NJ and Williamsburg VA.
Chas RowzerDirector of Broker Services
Director of Broker Services | |
Chas Rowzer is a Senior Broker Account Manager at AIA, Alera Group, where she is responsible for servicing and assisting our top broker partners who are dedicated to the group market. Chas delivers extraordinary service, RFP strategy analysis, consultation, and manages carrier policy adherence for our broker partners. She is an expert in the self-funded market and a tremendous resource to our broker partners and consultants.
Chas has spent her entire professional career working in various positions in the health care market. For the majority of her career she worked for a local third-party administrator, as an account executive, servicing both small and large employer groups sold by brokers and consultants.
Chas is a licensed Life, Accident and Health agent and is currently pursuing her designation for Certified Employee Benefit Specialist. Chas also has an Associate’s Degree as a paralegal.
Cheri LongAssociate Implementation Analyst
Associate Implementation Analyst | |
Cheri is an Associate Implementation Analyst at AIA, Alera Group, where she is responsible for providing administrative support related to the implementation of client benefit technology. She is well-versed in human resources procedures, data entry, and administrative client support.
Cheri has additional experience in the healthcare industry working in third-party patient financial services and as a claims follow-up specialist. She holds an Associate’s Degree in Health Information Technology and a PA Accident & Health, Life & Fixed Annuities license.
Chris CoxSBU Account Manager, Property & Casualty
SBU Account Manager, Property & Casualty | |
Chris is a Small Business Account Manager at AIA, Alera Group, where she is responsible for assisting the Producers and servicing Small Business Clients in the Property & Casualty division. Chris is reliable and consistent, delivering high-quality service to her customers. She listens, identifies, and responds quickly and effectively to her customers’ needs.
Chris has spent her entire professional career of 40+ years in the property & casualty insurance industry. She first started working for several large insurance carriers such as INA, CIGNA, Aetna, and Travelers in various capacities before coming to AIA, Alera Group in 1998.
Chris is a licensed Property and Casualty Agent in Pennsylvania and has her Certified Insurance Service Representative designation.
Chris WertSenior Account Executive, Property & Casualty
Senior Account Executive, Property & Casualty | |
Chris is a Producer and Senior Account Executive for AIA, Alera Group as a specialist in Risk Management and Property & Casualty insurance. In this role, he works closely with business owners and non-profit leaders to create and operate sustainable risk management and insurance programs. Working with clients of all sizes and classes, Chris is able to incorporate best practices from multiple industry segments for the benefit of his customers.
Chris joined AIA, Alera Group as a Producer in 2011. Prior to coming to the agency he worked for Penn National Insurance as a Commercial Underwriter. This experience allows Chris to provide unique insight to his customers as to how insurance carriers process, analyze, evaluate, and compete for an organization’s insurance work. By anticipating carrier concerns and working with both carrier and customer to partner with one another for a common goal, he has come up with creative solutions for difficult and complex placements.
Chris earned his B.S. in Marketing from Penn State’s Smeal College of Business and holds the Chartered Property Casualty Underwriter (CPCU) designation as well as an Associate in Risk Management with a Focus on Enterprise Risk Management (ARM-E).
In his free time Chris enjoys spending time with his fiancé Laura, is an avid skier, a devoted Penn State Football and Wrestling Fan, as well as a (very) novice but enthusiastic fly-fisherman.
Danielle PelletierDirector of Marketing
Director of Marketing | |
Danielle is our Director of Marketing, and actively supports our company’s growth and branding efforts by collaborating across all divisions at AIA, Alera Group. Danielle is creative, organized, serving, and adds a personal touch to all she does. She has served in a number of business development and marketing roles since 2009 which has added to the tremendous value she brings to our team.
Danielle holds a Bachelor of Science in Business Administration, (major in Marketing and minor in Economics) from Susquehanna University and holds a Pennsylvania Insurance Producer License for Life, Accident and Health. Outside of work, she enjoys spending time with her family and friends. You will often find Danielle helping others!
Darrell DiodatoVP of Specialty Risks
VP of Specialty Risks | |
Darrell is a commercial lines producer with over 35 years of agency experience and another 5 years of experience as company claim adjuster. He is licensed in 17 states and manages over 175 bowling and family fun center accounts, the largest block in the eastern United States. He is the notable expert. Darrell also specializes in captive insurance programs for companies that pay in excess of $500,000 in premiums.
Darrell still enjoys cold calling while traveling throughout the states he serves his clients in, as he finds it is a lost art. Most of his business has been the result of successful discipline. Darrell spends a great deal of time on the road visiting existing clients personally or meeting with potential clients and he maintains a 98% retention level.
Deb HofferBenefits Administration, HR Technical Supervisor
Deb is the Benefits Administration/HR Technical Supervisor at AIA, Alera Group. She is responsible for servicing and assisting our clients, Alera partner clients, and our broker partner clients with benefit administration technology. Deb oversees the day-to-day functions of the Benefits Administration department. She delivers extraordinary service and is knowledgeable with building and maintaining electronic benefit-enrollment platforms, as well as configuring electronic enrollment files that are sent to carriers.
Deb spent part of her professional career working in the collections industry handling bookkeeping and payroll functions. After Deb finished her degree, she decided to pursue a career in the Human Resources field which lead her to her current position in Benefits Administration.
Deb is a licensed Life, Accident and Health agent and holds a BS degree in Business Administration with a Certificate in Human Resources.
Debbie is a Senior Implementation Analyst at AIA, Alera Group, where she provides analysis, configuration, and ongoing management for our benefit enrollment portals. In addition, she establishes and maintains our carrier electronic enrollment files. Debbie has a talent for process flow management and is a valuable internal resource for her department, as well as her clients. Debbie believes that success is in the details.
Prior to joining AIA, Alera Group, Debbie worked in the accounting industry, where her enthusiasm for accuracy provided her opportunities in managing A/P, A/R, collections, and payroll.
Debbie is a licensed Life, Accident and Health agent and studied Communications at Harrisburg Area Community College.
Di BendlCommissions Manager
Commissions Manager | |
Diane is the Commissions Manager for AIA, Alera Group, where she is responsible for reconciling, auditing, tracking, and paying carrier commissions for our Employee Benefits and Broker Solutions divisions. She has a dedicated commitment and perseverance for finding missing commissions. Diane has found over $175,000 for our Broker partners!
Diane has worked at AIA, Alera Group for over 15 years and currently loves working remotely in Wake Forest, NC.
Diane BarberSenior Vice President
Senior Vice President | |
Diane brings more than twenty-five years of experience in the health insurance industry. As a Senior Vice President in AIA, Alera Group’s Employee Benefits division, she is responsible for positively impacting the benefit programs offered by Central Pennsylvania companies with 2 – 99 employees. The acquisition of Diane’s insurance agency, Capital Region Benefits, by AIA, Alera Group in 2019 brings COBRA administrative services, health reimbursement arrangement (HRA) administration and a national voluntary or non-contributory vision program to all Alera entities and the clients they serve.
Diane has a long, successful record of guiding employers and their employees through the complex and often changing group health environment. Her strengths include thorough knowledge of the health care industry, specific understanding of the needs of small employers and the ability to communicate effectively within all levels of an organization.
Diane’s prior experience includes Owner of Capital Region Benefits, benefit consultant with a local general agency and senior account manager for a dental insurance carrier. Diane is a graduate of Penn State, served six years in the United States Army, and enjoys running, biking and quilting.
Diane holds a Resident Producer License in Life, Accident and Health and Property and Casualty.
Dianne McVeyAccount Manager, Property & Casualty
Account Manager, Property & Casualty | |
Diane joined AIA, Alera Group in 2005 and is a Middle Market Account Manager. She serves in the Commercial Lines department of our Property & Casualty division. Dianne takes pride in her work and strives for superior customer service for all accounts big and small. Dianne began her career in the insurance industry in 1985 working for a regional insurance carrier in various capacities surrounding commercial lines.
Dianne has earned her designations of AINS (Associate in General Insurance) and CISR (Certified Insurance Service Representative) and is currently pursuing her CIC (Certified Insurance Counselor) designation.
Don WertManaging Partner
Managing Partner | |
Don is AIA, Alera Group’s co-founder and Managing Partner. He has been in the insurance business since 1976 and has more awards than we can list! Our firm opened in 1987 as the result of Don’s progressive vision, brilliant industry expertise, and ability to surround himself with talented people. In 1997 he founded the Insurance Alliance of Central Pennsylvania, the same year he helped AIA expand and open a General Agency division. Don is an innovative thinker, consistent deliverer, and builds long-term relationships with carriers, clients, business partners, staff, and friends.
Don is licensed in most states in the continental US (P&C, Health & Life) and holds a Bachelor of Science in Health from Pennsylvania State University. When he is not working you may find him playing tennis, snow skiing, or spending quality time with his family: his wife, Susan of 40+ years, his two sons, Christopher and David, and his daughter Katie.
Evan Katz IIIAccount Manager, Broker Solutions
Evan Katz III
Account Manager, Broker Solutions | |
Evan is a Broker Account Manager at AIA, Alera Group, where he is responsible for servicing and assisting our broker partners who are dedicated to the group market. Evan delivers extraordinary service, RFP strategy analysis, consultation, and manages carrier policy adherence for our broker partners. He is an expert in the Small Group market as well as the Ancillary Vision market and a tremendous resource to our broker partners and consultants.
Evan has joined our team after working in various positions for at a large Medical Carrier. For the majority of his career he worked in Vision Sales and Service, Small Group Medical Sales and Service, Marketing, and Underwriting. He has experience serving both small and large employer groups as well as broker partners.
Evan is a licensed Life, Accident and Health agent and has a Bachelor of Arts Degree in Secondary Education. He enjoys time spent with his family and enjoys cricket, skiing and sports car racing.
Fran SierotowiczLoss Control Manager, Property & Casualty
Loss Control Manager, Property & Casualty | |
Fran is the Director of Loss Control/Risk Management Consultant within AIA, Alera Group, where she focuses on helping organizations to effectively evaluate the risk and cost of their insurance programs, in particular the workers’ compensation program. She focuses on the communication of cost-effective compliance and loss-cost reduction programs. Fran works with a variety of stakeholders in organizations – including financial, operational, human resources, training and other executives and employees in delivering results.
Fran’s work involves assisting clients to develop formal safety programs, safety culture improvement, ergonomic evaluations and strategies, health and safety training, safety program auditing, and fleet management services. Collectively, her work helps clients achieve sustainable results in all casualty risk areas.
Fran has spent her entire professional career working in the safety & health and risk management field. The majority of her career has been spent working in the risk management segment of the insurance industry. Her time away from insurance was spent in Hands-on Safety Management Practice for a governmental entity and a manufacturing business.
Fran has a Master’s Degree in Safety Management from West Virginia University; an Associate’s Degree in both Risk Management and Loss Control Management from the Insurance Institute of America; and she is a Certified Fire Protection Specialist from the NFPA. Fran is a State of PA Certified Trainer and an Authorized OSHA Instructor.
Frances GarciaBenefits Coordinator
Benefits Coordinator | |
Frances Garcia is a Benefits Coordinator with AIA, Alera Group, where she provides administrative support related to implementation of client benefit technology. She has a vast knowledge in customer services, data entry, and administrative client support.
Prior to joining AIA, Alera Group, Frances worked in the healthcare industry for many years, which has driven her to become detail oriented, and always striving for what is best for the client. Frances has also studied Business Management at Harrisburg Area Community College.
Gene is a Senior Account Executive in AIA, Alera Group’s Property & Casualty division. He was a co-founding partner of AIA, Alera group in 1987 and has been instrumental in its success over the years. Today he spends his time primarily serving his clients directly. Gene has an undying commitment to his clients and they trust his deep knowledge and genuineness—in turn, he has built and earned long-time relationships in the community.
Gene has spent 50 years in the insurance industry and is licensed in over 20 states (P&C, Health & Life). He holds a BA in Marketing & Economics from St. Frances University. When he is not working you may find him appreciating a glass of red and a cigar, golfing, or enjoying the company of Darleen, his wife of over 50 years.
Gretchen DayVP of Health Innovation & Advanced Strategies
VP of Health Innovation & Advanced Strategies | |
Gretchen leads our DiscoverHealth® department in the Employee Benefits division of AIA, Alera Group. She provides support to client’s in their cost containment, population health management and well-being initiatives. Gretchen believes that employers hold the key to improving healthcare and the health of their employees and is passionate about bringing forth solutions to enhance the overall health and well-being of employees.
Gretchen holds a Bachelor of Science in Biochemistry from the University of Delaware and a Master of Public Health degree from Pennsylvania State University with a focus in Health Systems Organization and Policy. Gretchen is certified as a Master Certified Health Education Specialist (MCHES) and holds a Pennsylvania Insurance Producer License for Life, Accident and Health, as well as, a certification in Critical Outcomes Report Analysis from the Intel / GE Care Innovations Validation Institute. Gretchen joined the AIA team in 2014.
Haley serves in AIA, Alera Group’s Property & Casualty division, providing much needed administrative support. Creating and managing databases, typing bonds, and helping to prepare policies for clients are just some of her daily tasks. You will often find Haley smiling and asking how she can be of help.
Prior to joining our team, Haley worked with the Striewig Bonding Agency which merged with AIA, Alera Group in 2017. In her spare time, she enjoys spending time with her friends, reading, and fostering cats for Castaway Critters.
Hayley ShafferSenior Consultant, Insurance and Risk Solutions
Senior Consultant, Insurance and Risk Solutions | |
Hayley joined AIA, Alera Group in 2013 and serves as a Senior Consultant in the Insurance and Risk Solutions department. She works closely with clients to deliver consultative services on both existing and new opportunities. Hayley provides daily support and extraordinary coordination of her clients’ ancillary and worksite benefits program including census analysis, opportunity assessments and cost recommendations. She has also developed close relationships with vendor partners on her clients’ behalf to ensure seamless implementation.
Hayley’s passion for detail and organized results, combined with her commitment to managing cases from the initial stage to completion, has made her a valuable team member at AIA, Alera Group. She has over 10 year of experience in the insurance field and is a certified Group Disability Benefits Specialist.
Heather serves as an Account Manager in the Employee Benefits division of AIA, Alera Group. She works directly with employers in coordinating new group submissions, annual renewals, monthly billing, and enrollments. Heather’s high level of customer service ensures all employee inquiries are appropriately managed in a timely manner. In addition, Heather manages administrative services for COBRA, Health Reimbursement Arrangements and VBA’s small group program.
Prior to joining AIA, Alera Group, Heather was an account manager with Capital Region Benefits, which was recently acquired by AIA, Alera Group.
Heather is a licensed Life, Accident and Health agent. Outside of work, she enjoys spending time with her husband and two children and is a volunteer with a local veteran’s auxiliary.
Heidi DalPezzoAccount Manager, Employee Benefits
Account Manager, Employee Benefits | |
Heidi is an Account Manager for AIA, Alera Group’s Employee Benefits division. She works closely with consultants, account coordinators, clients, and carrier representatives to help provide the best possible outcomes for clients. Heidi believes employers should have a dedicated service team to help them easily understand their benefits and explain them clearly to their employees.
Heidi holds a Bachelor’s Degree in Counseling and Human Resource Management from Mansfield University as well as a Resident Producer License in Health, Life, Accident and Fixed Annuities.
Holly is an Account Coordinator at AIA, Alera Group in the Employee Benefits division. She works closely with the Account Management Team assisting in client renewals, proposals, as well as day-to-day support. With over 9 years of experience in administrative support, Holly believes in delivering an excellent client experience, and doing so as thoughtfully and efficiently as possible.
Prior to joining the AIA, Alera Group team, Holly worked for a non-profit organization, bringing with her several years of experience in business development and executive operations. She holds a Bachelor of Arts Degree in Letters, Arts & Sciences from The Pennsylvania State University. When she is not working, Holly enjoys singing in a local choir and spending time with her pets.
Jeannie PrestP&C Commercial Lines Account Manager
P&C Commercial Lines Account Manager | |
Jeannie is a Commercial Lines Account Manager at AIA, Alera Group, and has been in the insurance industry for over 40 years. She is a licensed Property and Casualty Insurance Agent and holds a CISR designation (Certified Insurance Service Representative).
Jeannie has a comprehensive understanding of risk & exposures and specializes in exceptional customer service. In addition to serving twenty AIA, Alera Group clients, Jeannie also focuses on processing the Certificates of Insurance for 90% of AIA’s Property and Casualty division.
Jim SmithSenior Account Executive, Personal Lines
Senior Account Executive, Personal Lines | |
Jim is AIA, Alera Group’s Personal Lines Senior Account Executive, overseeing a team of four people. He has over 30 years of experience of serving individual clients with their personal insurance needs. AIA, Alera Group has a pool of over 30 insurance companies, allowing Jim to design a personal portfolio tailored to each client’s individual insurance needs. Whether it is auto, home, life, valuable items or a personal umbrella policy, Jim’s ability to provide answers and solutions in today’s ever-changing market makes him a sought-out advisor.
Jo CifarelliHealth Care and Benefits Consultant
Health Care and Benefits Consultant | |
Jo is a Consultant in AIA, Alera Group’s Employee Benefits division. She specializes in health benefit design and strategy for mid-market and large employer groups. Jo believes employee engagement and education in employee health benefits is key to helping employers contain costs.
With over 25 years of experience in the industry, Jo is well-equipped to evaluate, develop, and implement strategies designed to engage employees and control health care costs. She is a known advocate for her clients.
She attended Harrisburg Area Community College and holds a Resident Producer License in Accident and Health, Life and Fixed Annuities.
John TunneyVP, HR & Benefits Technology Consulting
VP, HR & Benefits Technology Consulting | |
John is the VP of HR & Benefits Technology Consulting. He has over 25 years of CFO experience, building emerging growth and middle market companies in both the public market and the private sector as well as for-profit and not-for-profit. John heads the CFO advisory services arm that is helping many companies evaluate the right technology solutions for ACA reporting, payroll, benefits administration, and HRIS.
Using his past experience in the area of HR administration and information technology, John supports the review and recommendations of preferred vendors and solutions for HR compliance, payroll, and benefits admin from a CFO perspective. Having also overseen year-end audits of defined contribution plans, pension plans, financial statements, and tax returns (including state and federal), adds to his value for our clients. His experience extends to manufacturing, distribution, online marketing, and software development companies.
John holds a B.A. from Washington & Lee University, a MBA from Loyola University of Maryland, earned a CPA, and is an Elijah Sells recipient.
Julie CaveSenior Vice President, Broker Solutions
Senior Vice President, Broker Solutions | |
As Senior Vice President, Julie leads AIA, Alera Group’s Broker Solutions division. She is responsible for communicating our industry-leading portfolio of resources and incomparable service platform to new and existing broker partners. Julie leads our efforts in ensuring that all brokers, agents, and consultants in our service area understand the value that we bring to the marketplace through unmatched analytical strategies, technology, HR and compliance expertise, PPACA consulting services, and superior vendor partnerships. Additionally, she works directly with our broker partners and their clients on renewal and sales strategies.
Julie previously served as a Benefits Consultant with a local Association for 5 years selling and servicing Health, Life and Dental insurance to the association members. In that role, Julie was also responsible for training, sales development, and quoting while managing carrier relationships on behalf of the association members.
Julie is a licensed Practical Nurse and a licensed Life, Accident and Health agent.
Kawoni RichardsonAssociate Implementation Analyst
Associate Implementation Analyst | |
Kawoni is an Administrative Assistant for our Benefits Administrative team at AIA, Alera Group where she manages client reports and system updates. She is highly skilled, detail-oriented, and an efficient multi-tasker. Kawoni comes from a strong background in data entry, document control systems, and upholding federal government regulations.
Kawoni obtained her Bachelor’s degree at York College of Pennsylvania and looks forward to a long career in the insurance industry.
Kevin KrauseChief Strategy Officer, Employee Benefits
Chief Strategy Officer, Employee Benefits | |
Kevin is a thought leader whose extensive health care experience delivers superior value to clients. In addition to his almost 20-year tenure at AIA, Alera Group, Kevin spent over 20 years in executive-level positions at national health care delivery organizations in both the private and public sectors. Because of his direct experience with the healthcare delivery systems, Kevin has been instrumental in developing Alera Group’s unique consulting and operational approach to the GameChanger portfolio.
Kevin received a Bachelor of Science in Business Administration from The American University in Washington, DC and a Master of Health Services Administration from the Medical College of Virginia/Virginia Commonwealth University in Richmond, VA. Kevin holds a Pennsylvania Insurance Producer License for Life, Accident, and Health, is certified by the Care Innovations Validation Institute on population health, and is a Health Rosetta-certified advisor.
Kim CanfieldBenefits Communications Coordinator
Benefits Communications Coordinator | |
Kim Canfield is a Benefits Coordinator who provides our clients with administrative support related to the implementation of client benefit technology. Kim believes in working as a team with her clients to ensure accuracy and efficiency. She is a licensed producer in PA and MD in lines of Accident and Health, and also Life and Fixed Annuities.
Kim is a former elementary school teacher and holds a Master’s Degree as a Reading Specialist from McDaniel College and a Bachelor of Science degree in Elementary Education from The University of Texas at Austin. She enjoys traveling and spending time with her friends and family.
Kim serves as an Account Manager in AIA, Alera Group’s Property & Casualty division. Prior to joining our team in 2019, she managed commercial accounts at a Central PA insurance agency for 6 years. Her past experience includes positions such as Technical Operations Center Supervisor, Telephone Premium Auditor, Premium Audit Analysts, and a Commercial Lines Rater, which further enhances the knowledge she brings to clients.
Kim is known for providing courteous and accurate service to insureds, prospects, underwriters, and insurance carriers. She maintains a current P&C Insurance License, INS 21, 22 & 23 as well as her CISR Designation.
Kristen PedrickSenior Account Manager, Property & Casualty
Senior Account Manager, Property & Casualty | |
Kristen is a Senior Account Executive in AIA, Alera Group’s Property & Casualty division. She is directly responsible for overseeing the daily operations of the bond department and works closely with our Account Executives. Kristen handles the domestic and international contract and commercial surety needs between clients and surety companies throughout the United States.
Prior to joining AIA, Alera Group, Kristen worked with the Striewig Bonding Agency which merged with AIA in 2017. She is a dedicated, trusted, and confidential business service provider and is known to go above and beyond for our client needs.
Leon FeinermanSenior Account Executive, Property & Casualty
Senior Account Executive, Property & Casualty | |
Leon is a Senior Account Executive for AIA, Alera Group’s Property & Casualty division. He joined our team in 1998 when his agency, The Feinerman Group, was acquired by AIA. Leon’s responsibilities are to secure the best insurance programs to properly protect the assets of businesses.
His success comes from over 30 years of industry knowledge and expertise, along with the resources provided by AIA, Alera Group. Leon has served in leadership positions for many non-profit organizations both locally and nationall, which gives him a greater insight into the challenges and solutions regarding their insurance needs.
Linda KnisleyP&C Commercial Lines Account Manager
P&C Commercial Lines Account Manager | |
Linda is a Commercial Lines Account Manager for AIA, Alera Group’s Property & Casualty division and has been a licensed agent since 1975. She has been working directly with Jim Gould, Joe Buyakowski and Al Wolcott for over 20 years. Linda handles day to day contact with our clients such as renewals, endorsements, marketing, and account changes, along with many other services.
Linda believes that no matter what size of account it may be, the customer always deserves the best service she can provide. She thoroughly enjoys getting to know her clients and working with them on a regular basis. She feels they are the most important part of her job.
Linda is licensed in Accident & Health, Property and Allied Lines, and Casualty & Allied Lines.
Mandy IveyAccount Manager, Property & Casualty
Account Manager, Property & Casualty | |
Mandy is a Middle Market Account Manager in AIA, Alera Group’s Property & Casualty division. She joined our agency in 2018 and provides exceptional service to our Commercial & Construction clients. Mandy is licensed in Property and Casualty Insurance and has twelve years of insurance experience. She has attained her CPIA (Certified Professional Insurance Agent) and CISR (Certified Insurance Service Representative) insurance designations.
Mandy grew up all over the United States and United Kingdom as a military dependent. In her spare time, she can be found spending time with her two teenage children and her pets.
Mandy is Senior Operations Account Manager for AIA, Alera Group’s Broker Solutions division. She is responsible for educating our Broker Solution team and our broker partners on carrier processes and guidelines to ensure that all technical and administrative platforms appropriately reflect accurate information. Mandy ensures the on-going training of the division, as well as manages value-added vendor partnerships and communication resources. She is critical to the success of our broker partners and is known to be a trusted and reliable resource.
Prior to joining the AIA, Alera group in 2010, Mandy worked at a local insurance consulting firm where she was responsible for the administrative services area. She supported the insurance carrier relationships and provided high-quality customer service. Mandy is a licensed Life, Accident and Health agent and also has a Paralegal Certificate.
Maria GrayPersonal Lines Account Manager
Personal Lines Account Manager | |
Maria is a Personal Lines Account Manager at AIA, Alera Group. She enjoys helping individual clients identify their personal insurance needs and helps ensure they have the right level of coverage for the best cost. Maria also manages renewals for her clients as well as updating policy coverages and policy information. She provides outstanding customer service and is dedicated to providing clients with the utmost attention.
Maria is a licensed Property & Casualty Agent with over 30 years of insurance experience and joined AIA, Alera Group in 1998. She holds a Bachelor of Science degree in Marketing from The Pennsylvania State University. Maria enjoys reading and traveling in her spare time.
Matthew MaurerSenior Account Executive, Property & Casualty
Senior Account Executive, Property & Casualty | |
Matt is a Senior Account Executive in AIA, Alera Group’s Property & Casualty division. He works with business owners and executives to support their organizations by analyzing risks inherent to their operations and making recommendations on how to address those findings.
Matt has worked with a variety of industries and enjoys the process of understanding a business’s unique operations and values. He translates what he learns from his clients into solutions that create confidence in their insurance programs. Matt believes the advice he provides is critical to a business’s viability, saving them from significant financial loss when something unplanned happens. In a coordinated effort with his clients, he provides the guidance needed to select the best solutions available to support long-term success.
Matt has his Certified Insurance Counselor designation, received the Insurance Alliance Network’s Producer of the Year Award in 2015, and The PMA Insurance Company’s Horizon Award Winner in 2009. Matt holds a Bachelor’s Degree in Finance from West Chester University. When he’s not working, Matt enjoys playing golf and spending time with his wife, Catherine, and his Children – Ethan, Chase and Leah.
Michael BryanHealth Care and Benefits Consultant
Health Care and Benefits Consultant | |
Michael Bryan is a Health Care and Benefits Consultant at AIA, Alera Group and mainly works with businesses in the small group and mid-market segments. Michael believes that the education and engagement of the employees will help them, and their employers manage costs.
Michael is passionate about providing excellent and timely service with support for each of his clients and their employees. He is also available for the employee dependents. His passion for customer service comes from his many years working in the retail industry.
Michael is a licensed Accident and Health, Life and Fixed Annuities agent. When not at work he enjoys spending time outside with his wife and three adult sons.
Nancy CalcaraPersonal Lines Account Manager
Personal Lines Account Manager | |
Nancy is a Personal Lines Account Manager at AIA, Alera Group with over 25 years in the insurance industry. She is an experienced insurance advisor for individuals focusing on asset protection for home, auto, watercraft, recreation vehicles, and umbrella policies.
Nancy is dedicated to providing superior service to both current and new clients. AIA, Alera Group’s ability to access multiple markets allows her to provide the best possible coverage for a competitive premium.
Throughout her insurance career, Nancy has held positions in commercial lines, liability claims, and personal lines offering a well-rounded approach for our customers. She holds a BS degree in Business Administration from Elizabethtown College and is a licensed producer in property and casualty insurance as well as accident and health, life, and annuities.
Nicole is an Operations Account Associate for AIA, Alera Group’s Benefits division. She assists the Broker Solutions team with enrollments, changes, and inquiries. She also provides administrative support and coordination to our Employee Benefits and Medicare Solutions team. Nicole’s ambitious personality and work ethic allows her to consistently give the best quality of service to her teammates and our broker partners.
Nicole previously served a local insurance carrier as a Clinical Care Assistant and then an Enrollment Specialist for Medicare Managed Care. Her experience with customer service, accounting, resolving medical management issues, eligibility verification, and facilitating accurate claims processing has made her an excellent fit for our clients and team.
Nicole is a licensed Life, Accident and Health agent. Her experience is also enhanced by being a registered EFDA (Expanded Function Dental Assistant) and is Radiology Certified.
Noreen is an Account Executive in AIA, Alera Group’s Property & Casualty division. She is responsible for sales and service, specializing in large commercial clients. Noreen’s vast experience working in program business for over 25 years adds tremendous value to our team and to our clients. She is known to deliver extraordinary service and enjoys the daily interaction with all her customers. Noreen is a licensed, Property and Casualty agent with Certified Insurance Service Representative and Certified Insurance Counselor designations.
Patti Robinson Senior Account & Application Support Manager, P&C
Senior Account & Application Support Manager, P&C | |
Patti is the Senior Account Manager in the Property and Casualty Division of AIA, Alera Group. She has been with AIA, Alera Group since it’s inauguration in 1987. She has held various positions and had multiple responsibilities including an Account Manager, where she specialized in the health care industry and continues to provide outstanding customer service to her clients. Patti is also the Property and Casualty Application Support Manager where she is responsible for the implementation, training, and utilization of the agency management system and the additional technology support services for Property & Casualty team members.
Prior to AIA, Alera Group, Patti began her insurance career as an underwriter with a large national carrier in both the Property & Casualty and Bond divisions.
Patti is also active in NetVU, the Network of Vertafore Users, where she participates as a member of the National Chapter Committee, the Sagitta National Education Committee, and is an officer in the local user’s group. Additionally, Patti holds her AU (Associate Underwriter) and NcSA (NetVU Certified Sagitta Administrator) designations. She is also pursuing her Certified Insurance Counselor designation.
Paul WernerSenior Account Executive, Property & Casualty
Senior Account Executive, Property & Casualty | |
Paul is a Senior Account Executive for AIA, Alera Group’s Property & Casualty division, specializing in mid-market and large accounts. With thirty years of experience in the insurance industry, he has built strong, long-lasting relationships with hundreds of clients. Paul takes pride in understanding the business of each client and enjoys his role as an experienced advisor to some of Central Pennsylvania’s top companies and their executives. Providing risk management solutions that are the best-fitting and specific for each of his client’s needs has helped him become a sought-out insurance advisor.
Paul lives in Lower Paxton Township with his wife Lauri. They have 3 children, Leah, Alec, and Grant. He enjoys spending time with his family, as well as attending sporting events and playing golf.
Rachelle MaddaloniDirector of Technology Solutions
Director of Technology Solutions | |
Rachelle joined AIA, Alera Group in 2003 and serves as the Director of Technology Solutions in the Benefits Administration department. She works closely with clients and vendors to identify technology solutions that address their specific business requirements while insuring compliance with federal and state regulations. Rachelle’s responsibilities include identifying fits and gaps in technology platforms versus client requirements; evaluating complex business rules to incorporate new technologies to successfully meet the client’s expectations and goals. Rachelle’s extensive experience in the administration of group insurance programs gives her the ability to incorporate administrative requirements into a technology solution.
Rachelle’s passion for technology solutions, combined with her commitment to resolving client administrative pain points, has made her a valuable team member at AIA, Alera Group. She has over 20 year of experience in the group insurance field, holds a PA Accident and Health, Life and Fixed Annuities license, and is a member of SHRM and Human Resource Professionals of Central PA.
Rick SaarHealth Care and Benefits Consultant
Health Care and Benefits Consultant | |
Rick is a Consultant for AIA, Alera Group’s Employee Benefits division. He specializes in health benefit design and strategy for mid-market and large employer groups. Rick believes employee engagement and education in employee health benefits is key to helping employers contain costs.
With over 20 years of experience in the industry, Rick is well-equipped to evaluate, develop, and implement strategies designed to engage employees and control health care costs. He is a known advocate for his clients.
Rick holds a Bachelor’s degree in Health Policy and Administration and a Masters in Health Education from Penn State University. He also is licensed as a Resident Producer for Accident and Health, Life and Fixed Annuities.
Rob StriewigSenior Vice President, Property & Casualty
Senior Vice President, Property & Casualty | |
Rob is a Senior Vice President in AIA, Alera Group’s Property & Casualty division. He specializes in managing and negotiating the domestic and international contract/commercial surety programs between clients and surety companies throughout the United States. Rob is known as a trusted, professional, and confidential business partner. He is able to provide ongoing strategic advice, working closely with clients and their other advisors.
Rob served as President of the Striewig Bonding Agency for over 30 years prior to joining AIA, Alera Group as one of the principals in 2017. He currently serves as a director on several boards within the industry and also has been involved on several national advisory boards. Rob is a past president of the MBX (Mid-Atlantic Builder’s Exchange) and is currently chairman of the Central PA chapter of CFMA’s (Construction Financial Management Associate) annual scholarship event.
Robin SnyderSBU Account Manager, Property & Casualty
SBU Account Manager, Property & Casualty | |
Robin is a Small Business Unit Account Manager at AIA, Alera Group, where she is responsible for servicing and assisting producers and clients in the Property and Casualty division. Robin delivers excellent service and assistance to clients who need their coverages issued, reviewed, or amended. She strives to provide prompt, efficient, effective service and solve her customer’s problems or needs.
Robin has spent her entire career working in the property and casualty insurance field. She spent the first 25 years of her career at Aetna/Travelers Insurance in various underwriting positions before coming to AIA, Alera Group in 2003.
Robin is licensed in the state of PA for Property and Casualty and holds her Certified Insurance Service Representative (CISR) designation.
Ryan MyslinskiHealth Care and Benefits Consultant
Health Care and Benefits Consultant | |
Ryan is a Health Care and Benefits Consultant at AIA, Alera Group, where he is responsible for managing the overall employee benefit plan strategy and financial performance for large group clients. Ryan supports his clients with exceptional service, striving to meet their group benefit goals through the evaluation and implementation of benefit plan designs, contribution strategies, funding arrangements, cost containment initiatives, wellness strategies, and plan administration resources.
Ryan has over nine years of experience evaluating and managing the financial performance of employee benefit plans. His expertise includes claims analysis, underwriting evaluation, and budget development.
Ryan is a licensed Life, Accident and Health agent and holds a bachelor’s degree in finance from Shippensburg University.
Sarah TomredleClaims Manager, Property & Casualty
Claims Manager, Property & Casualty | |
Sarah is a Claims Manager at AIA, Alera Group in the Property & Casualty division. She provides daily support to clients by working closely with producers, account managers, and carriers to ensure the timely and proper handling of property and casualty claims. Prior to joining AIA, Alera Group, Sarah worked for many years as a multiline property and casualty claims adjuster giving her a valuable depth of industry knowledge. In addition to these skills, her superior customer service and strong attention to detail have made her a great resource and advocate for our clients.
Sarah holds a Bachelor of Science in Criminal Justice from Penn State University. She enjoys giving back to her community and is active in the United Way and Central PA Food Bank.
Scott DardickMedicare Benefits Consultant
Medicare Benefits Consultant | |
Scott is a Medicare Benefits Consultant for AIA, Alera Group and has served in this capacity since 2014. Scott is an accomplished professional with over twenty -five years of experience in various sales, marketing, and leadership positions. He has over a decade of experience in insurance, and has been recognized as a sales leader for Medicare products with such companies as Humana, Health America, Geisinger, Capital Blue Cross, Aetna, and Highmark. Scott loves connecting with people and is known to build trusted, long-term client relationships.
He studied Aeronautical Engineering at Embry-Riddle University and attended the University of Maryland for his Business Administration studies and completed a term in the public arena as a Commissioner in East Pennsboro Township.
Shelley is the Account Director for the Employee Benefits division at AIA, Alera Group, overseeing the Account Management team. She works in tandem with Employee Benefits consultants to provide high-quality service to our clients. In addition to the management of the day-to-day client needs, Shelley serves as the direct link between the Employee Benefits consulting team and our clients’ HR Department. She also works closely with clients on product implementation, vendor management, and assures HR and benefit plan regulatory compliance.
Shelley holds a Pennsylvania Insurance Producer License in Life, Accident and Health along with a Bachelor’s degree from Indiana University of Pennsylvania.
Sierra KepnerSenior Account Manager, Broker Solutions & Employee Benefits
Sierra serves as a Senior Broker Manager for AIA, Alera Group’s Broker Solutions division as well as the Employee Benefit’s division. In this dual role, she is known to deliver outstanding customer service to our broker partners and clients through processing of new sales paperwork, renewal changes, proposal delivery, and issue resolution. Sierra also provides support to small-group clients and group administrators while assisting the Consultant on the strategic renewal process for these valuable clients.
Sierra believes in a collaborative approach to delivering the highest quality service to all those she interacts with on a daily basis. Her prior experience as a supervisor in the family medical field and a client support specialist in the insurance industry making her an exceptional resource for her clients. Sierra’s experience is further enhanced by a Bachelor of Science in Nursing degree from Messiah College and holding a Resident Producer License in Health, Life, Accident and Fixed Annuities.
Sophia is an Account Coordinator for AIA, Alera Group’s Employee Benefits division. Working closely with the account management team, she assists with client renewals, proposals, and day-to-day support in this position. Sophia is recognized for her excellent organizational skills, keen attention to detail, and proficient task accomplishment. She aspires to complete each project accurately and efficiently to ensure her clients receive the best possible outcome and overall experience.
Sophia truly enjoys her work and receives immense satisfaction from helping others resolve and complete what can sometimes be a complicated process. When not devoted to her work, Sophia can be found creating unique pieces of art or experimenting with new recipes in the kitchen.
Stacy FryDirector of Strategic Partnerships
Director of Strategic Partnerships | |
Stacy is the Director of Client Services at AIA, Alera group. She is a self-described health insurance nerd, legislative junkie, and small group aficionado. Stacy serves as a resource for broker partners as well as small group clients in both of the benefits divisions within AIA, Alera Group. Prior to joining AIA in 2015, Stacy worked for a large healthcare provider as a medical biller.
Stacy currently serves as the President of the Central PA Association of Health Underwriters. She attended Harrisburg Area Community College and holds a Resident Producer License in Health, Life, Accident and Fixed Annuities.
Steve DardickMedicare Benefits Consultant
Medicare Benefits Consultant | |
Steve is AIA, Alera Group’s Medicare Benefits Consultant and has served in this capacity since 2014. He has been successfully educating and enrolling candidates in Individual Health Products for nineteen years, representing carriers such as AFLAC, Colonial Life, Humana, Aetna, Highmark, Capital Blue Cross, Health America and Geisinger. Steve is passionate about equipping and guiding his customers through the process of selecting the best Medicare plan for their needs. His depth of industry knowledge, not being tied to one carrier, and putting others first has helped him become a sought-ought Medicare advisor.
Prior to the insurance industry, Mr. Dardick had a long career with TRW, Inc. which culminated in his position as General Manager of the Turbine Component plant in Harrisburg, PA. Before his employment with TRW, Inc., Mr. Dardick served as an Officer in the United States Air Force. He holds a BS degree in Industrial Management from Lehigh University and an Executive MBA from Carnegie Mellon University.
Sue KopchoCommercial Lines Account Manager
Commercial Lines Account Manager | |
Sue serves as a Commercial Lines Account Manager in AIA, Alera Group’s Property & Casualty division. She works with clients and producers providing support to their daily insurance needs and considers her clients as “friends” rather than customers. Her areas of expertise include Healthcare and Municipality accounts.
Sue’s insurance career began in 1978 working in the claims department for a Workers’ Compensation company in Western PA. She relocated to Central PA in 1982 and switched to the agency side of the business. Since then, she has worked for some of the most prestigious agencies in the Greater Harrisburg area and holds the Certified Insurance Service Representative designation.
In addition to being an account manager, Sue is an active member of the Insurance Professionals of Greater Harrisburg and a diehard Pittsburgh Penguins fan. She currently resides in Mechanicsburg, PA with her husband Mark and enjoys spending time with her two grandchildren.
Teresa is a Broker Account Manager for AIA, Alera Group’s Broker Solutions division. She is responsible for delivering outstanding customer service to our broker partners through the processing of submissions, renewals, quotations, and service issue resolutions.
Teresa’s robust background and numerous years of experience working within the healthcare insurance industry brings a valuable level of strength to her role. Highlights of her career path include developing marketing strategies and plans for brokers, contracting brokers for various carriers across the US, and developing internal training programs for the professional development of employees.
Teresa holds her PA license in Accident, Health and Life and has a Bachelor of Science degree in Management from York College. At home, she is a full-time Mom and volunteers for the Girl Scouts service unit in Hershey.
Tim FloodAccount Executive, Property & Casualty
Account Executive, Property & Casualty | |
Tim is a Commercial Insurance Advisor for AIA, Alera Group’s Property & Casualty division. He has a passion for working with business owners and truly believes in building strong relationships and long-term partnerships with his clients. Tim has helped Central PA business owners for over 10 years. He takes pride in making sure his clients are protected properly and also their business succession needs are taken care of.
Tim has his Marketing and Management degree from Shippensburg University and also holds a Life Underwriter Council Fellow designation. Outside of work Tim enjoys time with his wife, two young children, and church. His hobbies include time at the lake, traveling, going out to eat, trying new breweries, and spending quality time with friends and family.
Toby is a Senior Account Executive for AIA, Alera Group’s Property & Casualty division and has served in the industry since 1988. He specializes in long-term health care (nursing homes, personal care homes, assisted living, and CCRCs), government entities, municipalities, non-profit organizations, and service sector businesses. Toby provides extra value to his clients through expert analysis of risks and exposures that financially impact organizations along with well-developed strategies that will minimize the impact of unexpected losses. He is passionate about the success of his clients and they see him as a valuable business partner.
Toby obtained the professional designation as a Certified Insurance Counselor from the Society of Certified Insurance Counselors in 2001. His expertise includes products such as directors and officer’s liability, professional liability, employment practices liability, cyber liability, general liability, property, auto, crime, and worker’s compensation.
Toby PuttSenior Health Care and Benefits Consultant
Senior Health Care and Benefits Consultant | |
Toby joined AIA, Alera Group in 2004 and serves as a Senior Consultant in our Employee Benefits division. He provides strategic health and welfare plan management and consulting for some of our larger employer clients. Toby’s responsibilities include developing customized, strategic healthcare plans and provides ongoing analysis and review to successfully meet the client’s expectations and goals. Toby is known for his focus on maintaining a high-level of personalized customer service.
Toby holds a dual Bachelor’s degree in Risk Management & Insurance and Finance from Temple University as well as a Master’s degree in Healthcare Administration from Saint Joseph’s University.
Outside of work Toby enjoys golfing and spending time with his family. You will often find him cheering on his daughters at their soccer and basketball games. One of their favorite places to visit is Anna Maria Island, Florida.
Tyler GrayVP of Benefit Analytics
VP of Benefit Analytics | |
Tyler joined AIA, Alera Group in 2014 and serves as a Senior Benefits Analyst. Having spent the beginning portion of his professional career working for a highly-respected actuarial consulting firm, Tyler is able to bring a rare variety of analytical skill sets that are utilized throughout our Employee Benefits division.
He is responsible for the coordination of the financial modeling and reporting throughout our proprietary portfolio of data analytics. The responsibilities include utilization of our actuarial database to validate cost projections, budget forecasting and reconciliation, and detailed analysis of all medical and pharmaceutical claims utilization associated with client deliverables.
Tyler holds a Bachelor’s of Science in Actuarial Science from Albany University and holds a Pennsylvania Insurance Producer License for Life, Accident and Health. Tyler has also achieved four examination credits toward the distinguished honor of an Associate in The Society of Actuaries (ASA).
Wendy ResideDirector of Benefit Communications
Director of Benefit Communications | |
Wendy Reside is AIA, Alera Group’s Director of Benefit Communications. She works with the Employee Benefits account teams to support our clients with employee education through open enrollment meetings, one-on-one member meetings, creation of custom printed and electronic media materials, and tailored solutions to meet the needs of our diverse client base.
Wendy began her career in pharmacy, first working as a technician, then moving to Express Scripts, where she held many roles, including service delivery – acting as a liaison between clients and account teams to support member needs and resolve issues. She also worked in pharmacy production, leading a team and supporting enterprise initiatives to make the use of prescription medication safer and more affordable. Throughout her career, a common thread has been the desire to educate members to understand their benefits and simplify complex insurance jargon. Wendy draws on that experience today to provide custom communication solutions for AIA, Alera Group’s Employer Group clients.
Wendy is a Licensed Resident Producer for Accident and Health, Life and Fixed Annuities. She is a life-long resident of Central PA, but enjoys travel in her free time. She is an avid baker and home cook as well.
Wendy WarrenAccount Manager, Employee Benefits
Account Manager, Employee Benefits | |
Wendy, a native of Binghamton, NY, has lived in the Harrisburg, PA area for over 20 years. Her background consists of patient care, medical billing, customer service and human resources. She loves helping others and isn’t afraid to go the extra mile. Wendy has two college age children, Victoria and Nigel.