At BSI Corporate Benefits, we’re not just consultants—we’re seasoned experts. Our team comprises some of the top employee benefit professionals in the country.
Whether it’s navigating complex benefit structures, analyzing market trends, or benchmarking against industry standards, we’ve got you covered. Our commitment to expertise ensures that your benefits program is strategically designed and meticulously executed.
Superior Customer Service
Exceptional service is our foundation. Since our inception in 2003, we’ve achieved an impressive 98% client retention rate. How? By being responsive, proactive, and accessible.
When you partner with BSI, you’re not just a client—you’re part of our extended family. Whether it’s resolving claims issues, guiding you through regulatory changes, or conducting thorough plan reviews, we’re here for you. We work as an extension of your team, providing unwavering support and acting as your trusted advisor.
Being Good Humans
At BSI, we believe in more than just business transactions. We’re committed to making a positive impact on the world. From supporting local initiatives to fostering volunteerism among our employees, we actively seek to be good humans.
Our corporate values align with community needs, demonstrating our dedication to advocacy, social responsibility, and equality. Because at the end of the day, it’s not just about benefits—it’s about making a difference.
Anthony (Tony) DaRe serves as founder and Chief Executive Officer (CEO) at BSI Corporate Benefits. He founded BSI Corporate Benefits in 2003 and is the firm’s chief negotiator. Prior to founding BSI, Tony served on the insurance carrier side for eight years – working for both Geisinger Health Plan and the University of Michigan M-Care. During that time, he realized his true passion was to serve the needs of employers rather than insurance carriers. With the mission to be an advocate for his clients on both a human and a financial level, Tony utilized his expertise in group health insurance to successfully establish BSI as one of the top employee benefits consulting firms in the country.
Under Tony’s direction, BSI has been able to successfully identify, implement, and execute immediate and long-term cost control strategies to effectively manage their clients’ healthcare spend. Since the inception of the firm, BSI has achieved 98% client retention, a testament to the promises made and delivered to clients. During the past several years BSI has earned awards and accolades including: “Best Employee Benefits Consulting Firm”; “Fastest Growing”; “Inc. 5000”; “Best in Business”; “Who’s Who”; “Business of the Year”; and most recently was recognized as a 2023 “MarshBerry Max Performer” – a mark of distinction for independent insurance agencies. The award recognizes exceptional performance in client service, operations and employee engagement and culture.
Through Tony’s dedication, commitment and determination, BSI has been recognized as one of the “Best Workplaces” in the nation by Inc. three years in a row by employees. The team motto at BSI has always been “what happens to one of us, matters to all of us.” Tony, and his appointed executive team, have created a work environment and culture where employees know the true definition of teamwork, are empowered to be themselves, and where accomplishments are celebrated. As the only company named within the insurance industry, Tony and his team have proven they are passionate about the human aspect of the business, especially when it comes to BSI employees and helping those throughout the local community.
Tony’s expertise and knowledge in the health insurance industry has helped build BSI into a best-in-class employee benefits consulting firm with clients throughout the country. A dedicated community leader, Tony actively leads local councils, boards, government and health committees serving as an expert employee benefits consultant and volunteer. In 2020, he was named Lehigh Valley “Community Service Person of the Year” and has been recognized as a “Power 100” four times for being an individual who helps shape the Lehigh Valley and influence the quality of life throughout the region. Tony has been recognized as an “Entrepreneur of the Year” finalist due to his entrepreneurial spirit, and for being dedicated to strategic growth and making an impact. In 2022, Tony and his wife Adrienne donated $1 million to St. Luke’s University Health Network to help fund the construction of the Women & Babies Tower at St. Luke’s Allentown campus and to establish an endowment for scholarships for students at Temple/St. Luke’s Medical School. Tony and his wife recently chaired the 2023-2024 annual United Way campaign, raising over $25 million, the highest amount ever raised, for the local community.
Awards & Accolades
Val serves as Chief Operating Officer at BSI Corporate Benefits. In her role as COO, Val is responsible for the alignment of the firm’s strategic development and ensuring operational excellence within the firm, while driving efficiency, innovation, and growth. With extensive experience in employee benefits, creating a positive corporate culture, and advocating for clients on a human and financial level, Val has worked cross-functionally throughout the firm to ensure positive employee and client experiences; an increased community footprint; and continual process improvement.
Val’s passion and commitment to client satisfaction and employee success, as well as her long-term connections in the community are true assets to BSI. She provides agency-wide leadership, management, and vision, as she helps guide BSI in the execution of growth-focused strategies. She is responsible for internal operations and processes as they relate to day-to-day operations, people and culture, marketing and communications, and administration
Prior to joining BSI, Val worked on the insurance carrier side and was responsible for account and relationship management in the major market size segment. With her depth of knowledge in relationship management, she has played an important role in being the go-to resource for many BSI clients and fellow team members. Her relentless commitment to client relationships and delivering value, complement BSI’s business model. Val, along with the entire BSI Team, continue to prove that BSI is a leading employee benefits firm, by acting as an extension of their client’s human resources department and implementing comprehensive long-term employee benefit strategies that have proven to reduce benefit costs and save lives.
Val serves on the board for St. Luke’s Allentown, and the Leukemia & Lymphoma Society Lehigh Valley Board of Trustees. In 2019, Val was part of the LLS Man and Woman of the Year campaign where she and her team the “Valiant Warriors” raised the most funds for a female in the history of the Lehigh Valley LLS campaign.
Nick serves as the Chief Growth Officer and is responsible for driving growth initiatives to expand the company’s market presence, grow and diversify revenue and explore strategic opportunities that bring additional value to both BSI and our clients. He plays a critical role in driving strategic sustainable growth while leveraging market insights, innovation, and strong stakeholder relationships to maximize BSI’s success. Nick develops and implements growth strategies aligned with BSI’s overall vision and objectives by bringing together teams from across marketing, sales and client management to execute effectively on new market opportunities, reaching existing target markets, and in achieving long term growth goals. Nick also collaborates with cross-functional teams to meet the evolving needs of clients and to continue to differentiate BSI as “The Best Employee Benefits Consulting Firm” in the country.
After joining BSI in 2016, Nick led the development and launch of BSI’s mid-market product, BSI CORE, which in only fifteen months became one of most recognized platforms for controlling health care costs nationally. In 2017, BSI CORE received independent recognition and the endorsement of the Lehigh Valley Business Coalition on Healthcare (LVBCH). Prior to Nick joining BSI, he spent eight (8) years in leadership roles, most recently as National Vice President of a national insurance division – leading the major account sales strategy for both employee benefits and property & casualty coverages. Nick holds his life,accident, and health licenses and is licensed with over fifty carriers nationwide. He received his bachelor’s degree from Muhlenberg College. Nick serves on boards for Phoebe Ministries, Emmaus High School Wrestling ,and Muhlenberg Football Booster Club.
Shawn serves as Executive Vice President of Client Retention at BSI Corporate Benefits. He plays a pivotal role in ensuring the satisfaction and loyalty of all BSI clients. Reporting directly to the CEO, he is responsible for developing and executing strategies to enhance client retention and drive long-term growth for the organization.
Serving as a trusted advisor, Shawn provides leadership and guidance to his team by fostering a culture of accountability, collaboration, and continuous improvement. He works cross-functionally with the account, marketing, and customer support teams to ensure alignment and seamless delivery of services to clients.
Prior to joining BSI Corporate Benefits in 2012, Shawn worked on the insurance carrier side for over twenty (20) years. He worked as the Director of Large Group Sales at Capital Blue Cross and also worked at CIGNA in Nashville, TN where he served as the Sales Manager for the Tennessee and Alabama markets. Before assuming his sales position, Shawn served as the Director of Underwriting for the Southeast Market. His extensive experience in the insurance industry helps him maintain a competitive edge when making strategic decisions regarding a client’s healthcare spend.
Shawn received an economics degree and mathematics minor from Millersville University and currently serves on the KidsPeace Board of Associates and the LifePath Golf Committee. Shawn holds his life, accident, and health licenses and is licensed with over fifty carriers nationwide.
Kyle McLemore serves as Senior Vice President of Operations at BSI Corporate Benefits (BSI). He brings over 10 years of employee benefits consulting expertise and operational excellence to the firm. Kyle is responsible for the management of BSI’s internal processes and operations to ensure BSI is maintaining optimal efficiencies in each division. Kyle also serves as a member of BSI’s executive team in effectively managing the scaling of the firm with BSI’s continued growth.
Kyle’s strategic insights and operational expertise have been instrumental in strengthening BSI’s operational capabilities and driving excellence across key functions. This has allowed BSI to shift its focus into key market segments by delivering more robust solutions to their clients and providing ongoing training to their employees.
In 2020, Kyle was recognized as a Forty Under 40 recipient, an award given to future leaders of the Lehigh Valley. Individuals receive this recognition for not only achieving success in their careers, but giving back in meaningful ways to the Lehigh Valley community.
Kyle is an active member of the community and currently serves on the board for Habitat for Humanity; participates as a men’s group leader at his local parish; and serves as a member of the Lumen Christi Commission for the Diocese of Allentown. He is a graduate of Oklahoma State University and received his degree in economics.
Vanessa works as a client service coordinator and assists in the overall servicing of assigned accounts; handling day-to-day workflow and effectively communicating with the account management team. With over five years of employee benefits experience, she acts as a liaison between the account team and clients, relaying important client communications, inquiries, and updates. She is responsible for maintaining accurate records of client interactions, employee benefit plans, and transactions using BSI’s CRM platform to log communication, track client preferences, and manage documentation related to benefit plans. Vanessa also assists with coordinating meetings, presentations, wellness fairs, compliance support, issue resolution and enrollment. By providing comprehensive support to both the account team and our clients, Vanessa contributes to the successful management and administration of a comprehensive benefits plan, ultimately helping to enhance employee satisfaction and overall client satisfaction. Vanessa received her bachelor’s degree from DeSales University.
Angelyn serves as a customer service specialist, responsible for providing exceptional service and support to clients and employees regarding their employee benefits plan. With over four years of customer service experience, she acts as a knowledgeable resource and primary point of contact for employee inquiries, concerns, and requests. Instead of directing employees to the 1-800 number on their insurance card, she assists them in accessing their benefit options, making informed decisions, and understanding plan documentation. Angelyn also aids clients and employees in investigating and resolving inquiries and issues concerning benefit eligibility, claims, coverage, and billing. She collaborates with internal teams, insurance carriers, and third-party administrators to address and escalate issues as necessary, ensuring timely resolution. During benefit enrollment periods, she guides employees through the enrollment process, explaining plan options, and troubleshooting any technical or administrative issues. Additionally, Angelyn maintains accurate and organized records of client and employee interactions, benefit inquiries, and issue resolutions using BSI’s CRM software. Prior to joining BSI, Angelyn worked as a lead customer service agent.
Marc Ashner joined BSI Corporate Benefits as Vice President, responsible for overseeing a book of business focused on clients in the 2-99 employee size segment. In this role, he leads the team responsible for carrier and pharmacy negotiations, plan design optimization, and implementing cost-controlling strategies. From initial client contact through implementation and strategic initiatives, Marc and his team ensure all client objectives and goals are met.
Marc’s journey in employee benefits began in 2003 after graduating from Shippensburg University, where he focused on group and individual life and health insurance. In 2009, he founded the Ashner Agency LLC, recognizing the need to guide and support small businesses in managing their employee benefits. His goal was to provide a high level of service and support to small employers, helping them find the best benefits while meeting their financial goals. Today, Marc oversees the small business division at BSI Corporate Benefits and serves as the liaison between BSI’s clients and their insurance carriers, vendors, and third-party administrators.
Jessica serves as a Human Resources Associate at BSI, where she plays a pivotal role in managing a range of HR functions. Her responsibilities include onboarding new employees, coordinating training programs, and addressing employee concerns. With a reputation for excellent communication skills and a strong commitment to cultivating a positive work environment, she is instrumental in driving employee satisfaction and engagement. Jess is also skilled in leveraging HR technologies to streamline operations and improve efficiency. She earned her bachelor’s degree from Temple University and brings a fresh perspective and dedication to supporting BSI’s strategic goals.
Lauren works as senior strategic account coordinator and assists in the overall servicing of assigned accounts; handling day-to-day workflow and effectively communicating with the account management team. With over three years of employee benefits and client relations experience, She is responsible for maintaining accurate records of client interactions, employee benefit plans, and transactions using BSI’s CRM platform to log communication, track client preferences, and manage documentation related to benefit plans. Lauren also assists with coordinating meetings, presentations, wellness fairs, compliance support, issue resolution and enrollment. By providing comprehensive support to both the account team and our clients, Lauren contributes to the successful management and administration of a comprehensive and strategic benefits plan, ultimately helping to enhance employee satisfaction and overall client satisfaction. Lauren earned her bachelor’s degree from Moravian University and currently serves on the Big Brothers Big Sisters of the Lehigh Valley’s Golf for Kids’ Sake committee.
Kate serves as a part-time marketing associate and supports the development and execution of marketing strategies to drive brand awareness and engagement. In her role, Kate is responsible for conducting market research, analyzing data to inform campaign strategies, creating content for various channels, and coordinating with internal teams to ensure cohesive messaging. Her creative approach has proven to be effective with optimizing marketing efforts and assisting in the planning and execution of promotional activities. Currently, Kate is furthering her expertise by pursuing a degree in marketing from the University of Delaware, which complements her hands-on experience and passion for the field.
Tara serves as an account manager, offering day-to-day client support in the realm of employee benefits. She collaborates with the account lead and client service coordinator to oversee the administration of a robust benefits program. Tara plays a crucial role in nurturing client relationships and ensuring accurate communication of benefits to clients and employees. She aids in the onboarding of new clients, manages service calendars, organizes open enrollment meetings, and participates in benefit communications and wellness initiatives. With more than 15 years of experience in employee benefits, Tara promptly and effectively addresses client inquiries, concerns, and escalations. She works closely with internal departments and external partners to ensure accurate data collection and timely communication of a client’s benefits plan. Tara is responsible for conveying benefit updates, policy changes, and program enhancements to clients and their employees when necessary. Before joining BSI, Tara held a position as an account manager in employee benefits. She holds a bachelor’s degree from DeSales University and received her MBA from St. Joseph’s University.
Skye works as a client service coordinator and assists in the overall servicing of assigned accounts; handling day-to-day workflow and effectively communicating with the account management team. With over seven years of employee benefits experience, she acts as a liaison between the account team and clients, relaying important client communications, inquiries, and updates. She is responsible for maintaining accurate records of client interactions, employee benefit plans, and transactions using BSI’s CRM platform to log communication, track client preferences, and manage documentation related to benefit plans. Skye also assists with coordinating meetings, presentations, wellness fairs, compliance support, issue resolution and enrollment. By providing comprehensive support to both the account team and our clients, Skye contributes to the successful management and administration of a comprehensive benefits plan, ultimately helping to enhance employee satisfaction and overall client satisfaction. Prior to joining BSI, Skye worked as a customer service specialist, managing rate renewals, updating and revising insurance policies as needed.
Catherine, also known as Cat, serves as the marketing and events coordinator at BSI. She is responsible for planning, organizing, and executing marketing initiatives and events to promote BSI’s brand. Cat plays a crucial role in driving brand awareness, researching opportunities to engage with target audiences, and achieving marketing objectives through effective event management and promotional activities. She plans, coordinates, and executes marketing events such as annual webinars, trade shows, seminars, and promotional activities. Cat manages all aspects of event logistics, including venue selection, vendor management, budgeting, and onsite coordination. She collaborates with creative teams to develop marketing collateral, promotional materials, signage, and branded merchandise for events and marketing campaigns, ensuring that all materials align with brand guidelines and messaging. Cat regularly interacts with event attendees, prospects, and customers to generate leads, gather feedback, and build relationships. She coordinates logistics, agreements, and deliverables to ensure successful partnerships and maximize exposure. Cat is also responsible for conducting post-event evaluations to assess the success of marketing events and initiatives. Prior to joining BSI, Cat worked on creating and designing experiential marketing campaigns to generate brand awareness and engagement. She holds both a bachelor’s and master’s degree from Quinnipiac University.
Chris DeLuca serves as the Director of Technology Services at BSI, where she is tasked with overseeing the strategic planning, implementation, and management of technology solutions and services for clients. In this role, she leads a team of technology professionals to align initiatives with specific objectives, ensuring the delivery of reliable and effective technology services to support client goals. Chris plays a critical role in driving innovation, managing IT resources, and optimizing technology investments to enhance operational efficiency and enable business growth.
With over 32 years of experience in benefits technology management, Chris assesses the reliability, data accuracy, scalability, functionality, and security of benefit technology systems. She collaborates with internal teams and external vendors to ensure that applications meet business requirements and deliver value to end-users. Additionally, she and her team establish and maintain software management processes, standards, and best practices to ensure the delivery of high-quality technology services.
Chris has implemented and enforced policies and procedures to protect information assets. She ensures compliance with regulatory requirements, industry standards, and best practices as they relate to HRIS technology. Chris identifies emerging technologies, trends, and opportunities that can drive innovation and provide a competitive advantage for BSI and its clients. Prior to joining BSI, Chris operated her own business focused on benefits administration. Working in human resources and technology integration for most of her career, Chris developed My HCM Partner with the mission to provide solutions to the pain points associated with some HCM platforms and integration. Chris received her associate degree from Delaware County Community College.
Dave Erickson is a seasoned Account Director at BSI Corporate Benefits, bringing over 9 years of experience in the insurance industry. Known for his strategic vision and commitment to client satisfaction, Dave has been instrumental in helping small to midsize businesses navigate the complexities of employee benefits, delivering customized solutions that align with both corporate goals and employee well-being. His expertise includes health and wellness plans, data-driven problem solving, and a variety of voluntary benefits, ensuring that his clients offer competitive and attractive benefits packages that meet the diverse needs of their workforce.
Dave’s approach to client engagement is both proactive and collaborative. He believes in fostering strong, long-term relationships built on transparency and trust. By staying abreast of the latest regulatory changes and market trends, he provides his clients with strategic insights and innovative solutions that drive employee satisfaction and retention. Prior to joining BSI, Dave worked in property and casualty insurance. Dave received his Bachelor’s degree from Wittenberg University. Dave currently serves on the board of The Shanthi Project.
Carrie works as a senior finance associate and is responsible for computing, classifying, processing and recording fundamental financial transactions. She maintains subsidiary accounts by verifying, allocating and posting transactions and securing sensitive client documentation. She establishes accounts and ensures financial recordkeeping, legal requirements and tax compliances are met. Carrie works alongside BSI’s head of finance in establishing and maintaining financial reports on a monthly, quarterly and annual basis. She is responsible for payroll changes, expense reimbursements, IRA & HSA documents for employees. In addition, Carrie is responsible for compiling financial, accounting, or auditing reports, and tables pertaining to such matters as cash receipts, expenditures, accounts payable, accounts receivable and profit and losses and defining bookkeeping policies and procedures.
Prior to joining BSI Corporate Benefits, Carrie worked as a payroll specialist, tax preparation examiner with a firm based in Michigan. She was responsible for ensuring payroll tax laws were executed in accordance with IRS, state and federal guidelines. She specialized in preparing financial reports by collecting, analyzing, and summarizing account information and trends. Her experience working as an assistant manager with a large financial institution set the precedent for her attention to detail and compliance. Carrie has been instrumental in establishing and maintaining accurate financial records for business and client audits throughout her 35+ year career. Carrie holds a degree in accounting from Schoolcraft College.
Michelle serves as an account director at BSI, overseeing the strategic management and delivery of employee benefit programs for assigned clients. Her role involves ensuring exceptional service, client satisfaction, and the achievement of specific goals and objectives. Leading a team that includes an account manager and client service coordinator, Michelle provides strategic guidance and nurtures strong client relationships. As the primary point of contact, she acts as a trusted advisor to clients, offering expertise on benefit strategies, compliance, and industry trends. Proactively engaging with clients to understand their needs, challenges, and goals related to employee benefits, Michelle meets with clients quarterly to develop and implement strategic plans for client benefit programs. This alignment with client objectives, industry best practices, and regulatory requirements is crucial for success.
Michelle brings over 28 years of industry experience, having previously worked at Geisinger. Her expertise allows her to provide expert guidance and consultation to clients on benefit plan design, funding strategies, compliance issues, and cost management solutions. By offering insights into industry trends, benchmarking data, and emerging best practices, Michelle helps clients make informed decisions to ensure that their benefit programs remain competitive, cost-effective, and aligned with their needs and budgetary constraints.
In her role, Michelle monitors regulatory changes and compliance requirements related to employee benefits, such as ERISA, HIPAA, and ACA. She advises clients on compliance issues, develops action plans for implementation, and ensures that benefit programs adhere to legal and regulatory standards. Collaborating with the data analytics and underwriting team, Michelle evaluates the financial performance of client benefit programs, including budgeting, forecasting, and program costs and trends. She also manages relationships with benefit vendors, including insurance carriers and third-party administrators, negotiating contracts, monitoring vendor performance, and ensuring high-quality services and solutions are delivered to clients. Michelle holds a bachelor’s degree from Penn State University.
T.J. serves as Vice President of Benefits Consulting at BSI Corporate Benefits, where he plays a pivotal role in driving new business efforts across New Jersey, New York, and the Northeast. With over 20 years of experience driving new business efforts and leading teams, TJ is celebrated for his strategic vision, leadership, and deep expertise in bringing solutions to client needs.
T.J. began his career at Wyeth Pharmaceuticals, where he quickly ascended through the ranks due to his exceptional client management skills and desire to learn. His career is marked by a series of successful engagements in medical devices with Stryker and Teleflex that have significantly enhanced client satisfaction and retention. In his current role at BSI Corporate Benefits, T.J. is responsible for spearheading business development initiatives and expanding the company’s footprint in the New Jersey, New York, and Northeast markets.. His customer focused mentality allows him to craft innovative and customized solutions that meet the unique needs of each client. T.J.’s approach is characterized by a commitment to building lasting relationships based on trust and mutual respect. He is known for his ability to listen to client needs and deliver strategic insights that drive business success. His proactive engagement and hands-on approach ensure that clients receive the highest level of service and support. T.J. holds a bachelor’s degree from Dominican University and received his MBA from Iona University along with many executive training certifications.
Tamika operates as the executive administrative manager and oversees a range of responsibilities crucial to the smooth functioning of the executive office and the company as a whole. Tamika’s role as executive administrative manager is crucial for maintaining organizational efficiency, supporting executive decision-making, and ensuring effective communication both internally and externally. In her role she provides comprehensive administrative support to the CEO and executive team, managing their calendars, scheduling meetings, and handling correspondence. Tamika serves as the primary point of contact for both internal and external executive communications and disseminating information as needed. She also assists with special projects and initiatives by coordinating logistics, gathering data, and providing administrative support to ensure timely completion. Tamika is also responsible for handling sensitive information with discretion and maintaining confidentiality on matters related to the company, executives, and clients. Tamika received her bachelor’s degree from the University of Phoenix.
Alec serves as a senior benefits analyst, responsible for analyzing and interpreting data related to employee benefit programs. In this role, Alec collects, organizes, and validates data on employee benefit programs, including enrollment numbers, claims data, cost information, and utilization metrics. Alec plays a crucial role in providing actionable insights to account teams and other stakeholders through data analysis and interpretation. He examines employee benefit data using statistical techniques, data visualization tools, and business intelligence software. Alec will perform cost analysis on employee benefit programs, analyzing premium rates, contributions, and claims expenses. He will evaluate cost trends over time, compare costs across various benefit programs, and identify opportunities for cost savings and improvement. Alec assesses trends in employee benefit utilization, including healthcare services, prescription drugs, and wellness initiatives. He will review benchmarking studies and comparative analyses to benchmark the organization’s benefit programs against industry standards, best practices, and peer organizations. Alec received both a bachelor’s and master’s degree from Moravian University.
Kevin serves as senior operations analyst, playing a pivotal role in enhancing efficiency, effectiveness, and seamless operation of benefits-related processes and systems at BSI. Kevin conducts thorough analyses of existing processes in benefits administration, enrollment, claims processing, and client servicing. He identifies inefficiencies and bottlenecks, providing recommendations for process enhancements to streamline operations and boost productivity. He generates comprehensive reports and dashboards to offer clients valuable insights into the effectiveness of their benefits programs and to support strategic decision-making. In addition to his analytical work, Kevin develops training materials and leads training sessions for internal staff on benefits administration processes, systems usage, and regulatory compliance requirements. Prior to joining BSI, Kevin served as a business project senior analyst at Cigna. He holds a bachelor’s degree from the University of Phoenix.
Liz serves as a customer service specialist, responsible for providing exceptional service and support to clients and employees regarding their employee benefit plan. With over 10 years of customer service experience, Liz acts as a knowledgeable resource and primary point of contact for inquiries, concerns, and requests related to employee benefits. Instead of contacting the 1-800 number on their insurance card, she assists employees in understanding their benefit options, making informed healthcare decisions, and interpreting plan documentation. Liz also aids in investigating and resolving inquiries and issues concerning benefit eligibility, claims, coverage, and billing. She collaborates with internal teams, insurance carriers, and third-party administrators to address and escalate issues for timely resolution. During benefit enrollment periods, she guides employees through the enrollment process, explaining plan options and troubleshooting any technical or administrative issues. Liz maintains accurate and organized records of client and employee interactions, benefit inquiries, and issue resolutions using BSI’s CRM software. Liz is a graduate of LaGuardia University.
Patty serves as a customer service specialist, responsible for providing exceptional service and support to clients and employees regarding their employee benefit plan. With over fifteen years of customer service experience, Patty acts as a knowledgeable resource and primary point of contact for inquiries, concerns, and requests related to employee benefits. Instead of contacting the 1-800 number on their insurance card, she assists employees in understanding their benefit options, making informed healthcare decisions, and interpreting plan documentation. Patty also aids in investigating and resolving inquiries and issues concerning benefit eligibility, claims, coverage, and billing. She collaborates with internal teams, insurance carriers, and third-party administrators to address and escalate issues for timely resolution. During benefit enrollment periods, she guides employees through the enrollment process, explaining plan options and troubleshooting any technical or administrative issues. Patty maintains accurate and organized records of client and employee interactions, benefit inquiries, and issue resolutions using BSI’s CRM software. Prior to joining BSI, she worked in customer support at Guardian Life.
Corinne serves as the Director of Marketing and Communication at BSI, where she plays a pivotal role in the development and implementation of strategic marketing and communication initiatives. Passionate about improving employee engagement and satisfaction, Corinne combines her expertise in creating customized benefit communication and content development to deliver impactful and tailored communication solutions to effectively engage and inform employees. Acting as a crucial liaison between the marketing and account teams, she ensures that all communication regarding benefits is clear and impactful across all platforms. Prior to joining BSI, Corinne was responsible for crafting engaging content throughout the United States and Canada. Corinne earned her bachelor’s degree from Moravian University.
Briana works as a senior client service coordinator and assists in the overall servicing of assigned accounts; handling day-to-day workflow and effectively communicating with the account management team. With over four years of employee benefits experience, she acts as a liaison between the account team and clients, relaying important client communications, inquiries, and updates. She is responsible for maintaining accurate records of client interactions, employee benefit plans, and transactions using BSI’s CRM platform to log communication and manage documentation related to benefit plans. Briana also assists with coordinating meetings, presentations, wellness fairs, compliance support, issue resolution and enrollment. By providing comprehensive support to both the account team and our clients, Briana contributes to the successful management and administration of a comprehensive benefits plan, ultimately helping to enhance employee satisfaction and overall client satisfaction. Briana received her bachelor’s degree from Muhlenberg College.
Heather serves as an account director at BSI, overseeing the strategic management and delivery of employee benefit programs for assigned clients. Her role involves ensuring exceptional service, client satisfaction, and the achievement of specific goals and objectives. Leading a team that includes an account manager and client service coordinator, Heather provides strategic guidance and nurtures strong client relationships. As the primary point of contact, she acts as a trusted advisor to clients, offering expertise on benefit strategies, compliance, and industry trends. Proactively engaging with clients to understand their needs, challenges, and goals related to employee benefits, Heather meets with clients quarterly to develop and implement strategic plans for client benefit programs. This alignment with client objectives, industry best practices, and regulatory requirements is crucial for success.
Heather brings over 30 years of industry experience, having previously worked for Capital Blue Cross and Highmark Blue Shield. Her expertise allows her to provide expert guidance and consultation to clients on benefit plan design, funding strategies, compliance issues, and cost management solutions. By offering insights into industry trends, benchmarking data, and emerging best practices, Heather helps clients make informed decisions to ensure that their benefit programs remain competitive, cost-effective, and aligned with their needs and budgetary constraints.
In her role, Heather monitors regulatory changes and compliance requirements related to employee benefits, such as ERISA, HIPAA, and ACA. She advises clients on compliance issues, develops action plans for implementation, and ensures that benefit programs adhere to legal and regulatory standards. Collaborating with the data analytics and underwriting team, Heather evaluates the financial performance of client benefit programs, including budgeting, forecasting, and program costs and trends. She also manages relationships with benefit vendors, including insurance carriers and third-party administrators, negotiating contracts, monitoring vendor performance, and ensuring high-quality services and solutions are delivered to clients.
Jenn works as a technology analyst at BSI and plays a crucial role in bridging the gap between technology solutions and our client’s technology needs. In her role, she analyzes the client’s technology systems, processes, and data to identify opportunities for improvement, increase the client’s return on investment, streamline operations, and drive innovation. Working alongside the director of technology services, Jenn collaborates with clients to gather and document requirements for technology solutions. She identifies gaps, inefficiencies, and areas for improvement with current technology solutions, while analyzing data, system functionality, client requirements, market reports, and case studies to assess the feasibility and potential impact of adopting new technology solutions. Jenn also helps to identify and mitigate risks associated with technology projects, including technical risks, dependencies, and resource constraints. By continuously monitoring and evaluating the performance of technology solutions and processes, she identifies opportunities for optimization, automation, and efficiency gains to drive continuous improvement and innovation for BSI clients.
Chad serves as a client service coordinator, aiding in the overall management of designated accounts by overseeing daily operations and effectively communicating with the account management team. With more than 11 years of experience in employee benefits, Chad previously worked at Guardian Life and now acts as a liaison between the account team and clients, conveying crucial client communications, inquiries, and updates. He is tasked with maintaining precise records of client interactions, employee benefit plans, and transactions through BSI’s CRM platform to document communication and manage paperwork related to benefit plans. Additionally, Chad assists in organizing meetings, presentations, wellness fairs, compliance assistance, issue resolution, and enrollment. By offering comprehensive support to both the account team and clients, Chad plays a vital role in the successful administration of a comprehensive benefits plan, ultimately contributing to improved employee satisfaction and overall client contentment. Chad earned his bachelor’s degree from Penn State University.
Meredith serves as a customer service specialist, responsible for providing exceptional service and support to clients and employees regarding their employee benefit plan. With over ten years of customer service experience, Meredith acts as a knowledgeable resource and primary point of contact for inquiries, concerns, and requests related to employee benefits. Instead of contacting the 1-800 number on their insurance card, she assists employees in understanding their benefit options, making informed healthcare decisions, and interpreting plan documentation. Meredith also aids in investigating and resolving inquiries and issues concerning benefit eligibility, claims, coverage, and billing. She collaborates with internal teams, insurance carriers, and third-party administrators to address and escalate issues for timely resolution. During benefit enrollment periods, she guides employees through the enrollment process, explaining plan options and troubleshooting any technical or administrative issues. Meredith maintains accurate and organized records of client and employee interactions, benefit inquiries, and issue resolutions using BSI’s CRM software. Meredith earned her associate degree from Northampton Community College.
Ben serves as an account director at BSI Corporate Benefits, overseeing the strategic management and delivery of employee benefit programs for assigned clients. His role involves ensuring exceptional service, client satisfaction, and the achievement of specific goals and objectives. Leading a team that includes an account manager and client service coordinator, Ben provides strategic guidance and nurtures strong client relationships. As the primary point of contact, he acts as a trusted advisor to clients, offering expertise on benefit strategies, compliance, and industry trends. Proactively engaging with clients to understand their needs, challenges, and goals related to employee benefits, Ben meets with clients quarterly to develop and implement strategic plans for client benefit programs. This alignment with client objectives, industry best practices, and regulatory requirements is crucial for success.
Ben brings over 22 years of industry experience. His expertise allows him to provide expert guidance and consultation to clients on benefit plan design, funding strategies, compliance issues, and cost management solutions. By offering insights into industry trends, benchmarking data, and emerging best practices, Ben helps clients make informed decisions to ensure that their benefit programs remain competitive, cost-effective, and aligned with their needs and budgetary constraints.
In his role, Ben monitors regulatory changes and compliance requirements related to employee benefits, such as ERISA, HIPAA, and ACA. He advises clients on compliance issues, develops action plans for implementation, and ensures that benefit programs adhere to legal and regulatory standards. Collaborating with the data analytics and underwriting team, Ben evaluates the financial performance of client benefit programs, including budgeting, forecasting, and program costs and trends. He also manages relationships with benefit vendors, including insurance carriers and third-party administrators, negotiating contracts, monitoring vendor performance, and ensuring high-quality services and solutions are delivered to clients. Ben earned his bachelor’s degree from the University of Scranton and received his master’s degree from Syracuse University.
Patti serves as the director of client relations at BSI and is a crucial liaison between BSI and our valued clients. She is dedicated to cultivating and nurturing strong relationships, ensuring their satisfaction, and fostering business expansion. In her capacity, Patti oversees client relations, develops engagement strategies, and collaborates with account teams to fulfill client needs and objectives effectively. With over 15 years of experience in customer support and account management, Patti serves as a vital link between account management, sales, marketing, and events teams to identify opportunities, address client challenges, and develop communication strategies. She aids in the account management process, including client onboarding, contract negotiations, and ongoing relationship management to ensure that client expectations are clearly communicated, managed, and fulfilled throughout the engagement cycle. Patti regularly meets with senior management and cross-functional teams to provide updates on client relationships and overall client satisfaction. Patti currently serves as an ambassador for the Cancer Support Community of the Greater Lehigh Valley.
As an account director, Kevin oversees the strategic management and delivery of employee benefit programs for assigned clients at BSI. His role involves ensuring exceptional service, client satisfaction, and the achievement of specific goals and objectives. Leading a team that includes an account manager and client service coordinator, Kevin provides strategic guidance and nurtures strong client relationships. As the primary point of contact, he acts as a trusted advisor to clients, offering expertise on benefit strategies, compliance, and industry trends. Proactively engaging with clients to understand their needs, challenges, and goals related to employee benefits, Kevin meets with clients quarterly to develop and implement strategic plans for client benefit programs. This alignment with client objectives, industry best practices, and regulatory requirements is crucial for success.
Kevin brings over ten years of industry experience, having previously worked for Independence Blue Cross and United Healthcare. His expertise allows him to provide expert guidance and consultation to clients on benefit plan design, funding strategies, compliance issues, and cost management solutions. By offering insights into industry trends, benchmarking data, and emerging best practices, Kevin helps clients make informed decisions to ensure that their benefit programs remain competitive, cost-effective, and aligned with their needs and budgetary constraints.
In his role, Kevin monitors regulatory changes and compliance requirements related to employee benefits, such as ERISA, HIPAA, and ACA. He advises clients on compliance issues, develops action plans for implementation, and ensures that benefit programs adhere to legal and regulatory standards. Collaborating with the data analytics and underwriting team, Kevin evaluates the financial performance of client benefit programs, including budgeting, forecasting, and program costs and trends. She also manages relationships with benefit vendors, including insurance carriers and third-party administrators, negotiating contracts, monitoring vendor performance, and ensuring high-quality services and solutions are delivered to clients. Kevin earned his bachelor’s degree from South Carolina University.
As an Account Manager, Sherilyn provides day-to-day client support in the area of employee benefits at BSI. She collaborates with the account lead and client service coordinator to oversee the administration of a comprehensive benefits program. Sherilyn plays a vital role in cultivating client relationships and ensuring accurate communication of benefits to both clients and employees. She assists in the onboarding process for new clients, manages service calendars, coordinates open enrollment meetings, and participates in benefit communications and wellness initiatives. With over five years of experience in employee benefits, Sherilyn promptly and efficiently addresses client inquiries, concerns, and escalations. She works closely with internal departments and external partners to ensure precise data collection and timely communication of a client’s benefits plan. Sherilyn is responsible for conveying benefit updates, policy changes, and program enhancements to clients and their employees as needed. She obtained a bachelor’s degree from Kean University and an MBA from Moravian University.
Alex serves as the Data Analytics and Underwriting Manager, playing a vital role in utilizing data analysis techniques to support underwriting decisions and enhance our client’s risk assessment processes. In his capacity, Alex supervises a team of analysts, directing data analytics initiatives to provide data-driven insights for decision-making, business growth, and operational efficiency.
Through the use of statistical techniques, specific algorithms, and data visualization tools, Alex extracts actionable insights from extensive and intricate datasets, aiding in the maintenance of business intelligence dashboards, reports, and visualizations to convey key performance indicators, trends, and insights. He collaborates with senior management and account teams to pinpoint opportunities for leveraging data analytics to achieve strategic objectives, drive profitability for our clients, and elevate the customer experience. Prior to his tenure at BSI, Alex held a position at Capital Blue Cross where he analyzed claims trends, assessed rate relief requests, and formulated settlement calculations. Alex holds a bachelor’s degree from the University of Rhode Island and a master’s degree in predictive analytics from Moravian University. He currently serves on the board of Danny’s Ride.
Elizabeth, also known as Liz, works as an account manager at BSI. She offers day-to-day client support in the realm of employee benefits. She collaborates with the account lead and client service coordinator to oversee the administration of a robust benefits program. Liz plays a crucial role in nurturing client relationships and ensuring accurate communication of benefits to clients and employees. She aids in the onboarding of new clients, manages service calendars, organizes open enrollment meetings, and participates in benefit communications and wellness initiatives. With more than five years of experience in employee benefits, Liz promptly and effectively addresses client inquiries, concerns, and escalations. She works closely with internal departments and external partners to ensure accurate data collection and timely communication of a client’s benefits plan. Liz is responsible for conveying benefit updates, policy changes, and program enhancements to clients and their employees when necessary. Before joining BSI, Liz held a position as a regional account manager in the healthcare industry. She holds a bachelor’s degree from West Chester University.
Camilly works as the office and building manager at BSI and serves as the central point of contact for administrative support and coordination of building maintenance. In her role, Camilly handles various tasks to ensure the smooth operation of daily activities and promoting an efficient and organized work environment. Camilly oversees BSI’s office facilities and equipment, including maintenance, repairs, and supplies. She coordinates with vendors, and service providers, to address facility-related issues to ensure a safe and comfortable work environment. Camilly is also responsible for coordinating office logistics, such as room bookings, setup for meetings and events, catering arrangements, and audiovisual equipment setup. Ensure that meeting rooms are organized, well-equipped, and prepared for scheduled activities. Camilly also serves as a point of contact for employee inquiries, requests, and concerns related to office operations. She assists with special projects and initiatives as assigned by management or administrative leadership. Prior to joining BSI, Camilly worked as an English teacher and in accounting, Camilly earned her bachelor’s degree from Federal University of Pernambuco in Brazil.
Katelyn serves as a senior customer service specialist, responsible for providing exceptional service and support to clients and employees regarding their employee benefit plan. Katelyn acts as a knowledgeable resource and primary point of contact for inquiries, concerns, and requests related to employee benefits. Instead of contacting the 1-800 number on their insurance card, she assists employees in understanding their benefit options, making informed healthcare decisions, and interpreting plan documentation. Katelyn also aids in investigating and resolving inquiries and issues concerning benefit eligibility, claims, coverage, and billing. She collaborates with internal teams, insurance carriers, and third-party administrators to address and escalate issues for timely resolution. During benefit enrollment periods, she guides employees through the enrollment process, explaining plan options and troubleshooting any technical or administrative issues. Katelyn maintains accurate and organized records of client and employee interactions, benefit inquiries, and issue resolutions using BSI’s CRM software. Katelyn earned her bachelor’s degree from Moravian University.
Kate serves as a senior account manager, offering day-to-day client support in managing a comprehensive benefits program. Kate plays a crucial role in nurturing client relationships and ensuring accurate communication of benefits to clients and employees. She aids in the onboarding of new clients, manages service calendars, organizes open enrollment meetings, and participates in benefit communications and wellness initiatives. She works closely with internal departments and external partners to ensure accurate data collection and timely communication of a client’s benefits plan. Kate is responsible for conveying benefit updates, policy changes, and program enhancements to clients and their employees when necessary. She also helps lead initiatives to identify and secure new business opportunities, contributing to significant growth in the company’s client base. Prior to joining BSI, Kate worked as a communications specialist ensuring communication across cross-functional teams.
Kate received both her bachelor’s and master’s degree from Wilkes University.
As the Digital Marketing Manager at BSI, Becca is tasked with developing, implementing, and overseeing digital marketing strategies to boost online traffic, engagement, and conversions. She manages various digital channels and tactics, including website, social media, email marketing, SEO, SEM, content marketing, and online advertising. Becca plays a critical role in enhancing BSI’s online presence and brand visibility to nurture leads, engage subscribers, educate followers, and drive conversations. She is responsible for overseeing BSI’s website and social media platforms, such as Facebook, Twitter, LinkedIn, and Instagram. Becca creates content calendars, crafts compelling posts, tracks engagement metrics, and addresses comments and inquiries from followers. With over five years of experience in creating impactful marketing campaigns and materials, Becca is essential in developing and executing comprehensive digital marketing strategies to deliver valuable, relevant, and engaging content to target audiences. She produces email content, designs templates, segments email lists, writes blog posts, articles, infographics, videos, and other content formats to attract, educate, and engage prospects and insured members. Before joining BSI, Becca assisted organizations across various industries in enhancing their brand and social media strategies through traditional and tailored marketing approaches. Becca holds a bachelor’s degree from Philadelphia University.
As the Director of Customer Service, Beth plays a crucial role in ensuring the delivery of exceptional customer service experiences to clients and their employees. Beth is responsible for overseeing the customer service team, setting service standards, and implementing strategies to enhance client satisfaction and retention. She serves as a primary point of contact for clients, addressing inquiries, resolving issues, and cultivating long-term relationships based on trust and support.
With more than 35 years of industry experience, Beth provides leadership and guidance to the customer service team that handles inquiries and resolves issues related to employee benefits. She oversees the hiring, training, and development of customer service representatives to ensure high performance, productivity, and professionalism. Beth collaborates with internal teams, such as benefits administration, claims processing, and account management, to address issues promptly and efficiently. She is also involved in the client onboarding processes, including orientation sessions, system training, and documentation review, to ensure a seamless transition and successful implementation of an effective employee benefits program. Prior to joining BSI, Beth worked at Capital Blue Cross for over 20 years.
Janine is an accomplished Lead Customer Service Specialist at BSI Corporate Benefits, bringing over 20 years of dedicated experience in the employee benefits sector. With a robust background in benefits administration and customer service excellence, Janine has established a reputation for providing top-tier support and guidance to clients.
At BSI Corporate Benefits, Janine specializes in navigating the complexities of employee benefits, including health insurance, retirement plans, life and disability insurance, and various flexible spending accounts. Her extensive knowledge and expertise in provider billing, claim resolutions and customer service provide BSI clients with best-in-class service and support when navigating the healthcare industry. With meticulous attention to detail, Janine oversees the accurate enrollment and administration of benefits plans, ensuring all updates are timely and compliant with current regulations. She ensures that all benefit plans adhere to relevant laws, including the ACA and ERISA, and effectively addresses and resolves escalated issues and complex cases. Janine also works seamlessly with HR departments, insurance carriers, and other stakeholders to coordinate benefits administration and deliver a cohesive service experience. Janine is driven by a commitment to customer service excellence and a passion for helping clients understand and maximize their employee benefits. She believes that well-informed employees are empowered employees, and this belief underscores every interaction and decision made in her role. Prior to joining BSI Corporate Benefits, Janine worked as a customer service representative at Guardian Life. She received her bachelor’s degree from Pennsylvania State University.
Jennifer serves as a senior client service coordinator, assisting in the overall servicing of assigned accounts. She manages day-to-day workflow and effectively communicates with the account management team. With over 25 years of account management experience, she acts as a liaison between the account team and clients, relaying important client communications, inquiries, and updates. Jennifer is responsible for maintaining accurate records of client interactions, employee benefit plans, and transactions using BSI’s CRM platform to log communication and manage documentation related to benefit plans. In addition, she assists with coordinating meetings, presentations, wellness fairs, compliance support, issue resolution, and enrollment. By providing comprehensive support to both the account team and clients, Jennifer contributes to the successful management and administration of a comprehensive benefits plan, ultimately helping to enhance employee satisfaction and overall client satisfaction.
Prior to joining BSI, Jennifer served as a long term disability manager where she was responsible for interpreting and administering contract provisions for prompt and thorough investigations of complex claims within departmental and regulatory guidelines to establish and manage outcomes and financial risk of claims.