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.
Tony DaRe is the founder and CEO of BSI Corporate Benefits, a leading employee benefits consulting firm he established in 2003. Prior to founding BSI, Tony spent eight years on the insurance carrier side, working with Geisinger Health Plan and the University of Michigan M-Care. It was during this time that he realized his true passion was advocating for employers rather than working for insurance carriers. Driven by a mission to serve his clients both financially and personally, Tony leveraged his expertise in group health insurance to build BSI into one of the top employee benefit firms in the country.
Under Tony’s leadership, BSI has developed and executed effective cost control strategies for clients, achieving a 98% client retention rate. The firm has earned numerous accolades, including recognition as a “Best Employee Benefits Consulting Firm,” “Fastest Growing,” “Inc. 5000,” “Best in Business,” “Who’s Who,” and “Business of the Year.” Most recently, BSI was honored as a 2023 “MarshBerry Max Performer,” a distinction awarded for excellence in client service, operations, and employee engagement. As a member of the Tugboat Institute, Tony is part of a vibrant network of like-minded entrepreneurs dedicated to growing and sustaining purpose-driven, privately held businesses.
BSI has also been recognized as one of the nation’s “Best Workplaces” by Inc. for four consecutive years, a reflection of Tony’s commitment to creating a collaborative and supportive work environment where employees thrive. Tony and his executive team foster a culture of teamwork, empowerment, and celebration of achievements, underscoring the company’s core value: “what happens to one of us, matters to all of us.”
A dedicated community leader, Tony is an active member of local councils, boards, and health committees. He has been named the Lehigh Valley “Community Service Person of the Year” in 2020 and 2025 and has appeared four times on the “Power 100” list for his influence in shaping the region. His entrepreneurial spirit earned him recognition as a finalist for “Entrepreneur of the Year.”
In 2022, Tony and his wife Adrienne made a $1 million donation to St. Luke’s University Health Network to fund the Women & Babies Tower at the Allentown campus and create a scholarship endowment for Temple/St. Luke’s Medical School. They also co-chaired the 2023-2024 United Way campaign, raising a record-breaking $25 million for the local community.
Awards & Accolades
Val Lewis serves as Chief People Officer at BSI Corporate Benefits, leading the firm’s people strategy and culture during a pivotal period of growth and evolution. In this role, Val aligns BSI’s talent strategy, organizational design, and leadership development with the firm’s business objectives, while cultivating a positive, values-driven culture. She provides agency-wide leadership, strategic vision, and guidance, ensuring employees are empowered to grow, succeed, and deliver exceptional results for clients.
Val’s appointment is the culmination of a remarkable leadership journey at BSI. Having held nearly every position within the firm, including her previous role as VP, People & Culture and most recently Chief Operating Officer, she brings unparalleled insight into the firm’s operations, client service model, and team dynamics. With extensive experience in employee benefits consulting and a proven ability to foster a thriving corporate culture, Val has worked cross-functionally to implement measurable improvements, enhancing employee and client experiences, expanding BSI’s community footprint, and driving process innovations that support sustainable, values-driven growth. Her deep expertise and broad perspective uniquely position her to lead BSI’s people-first strategy while championing the organization’s mission, values, and long-term vision.
Prior to joining BSI, Val worked on the insurance carrier side, managing major market accounts and client relationships. Her breadth of knowledge and dedication to relationship management have made her a trusted resource for both clients and colleagues. Together with the BSI team, she continues to strengthen the firm’s reputation as a leading employee benefits consulting organization, acting as an extension of clients’ HR departments and designing long-term, cost-effective employee benefit strategies that improve outcomes, reduce costs, and support the well-being of employees.
Val is also deeply committed to her community. She serves on the boards of St. Luke’s Allentown and Cancer Support of the Greater Lehigh Valley. In 2019, she led her LLS campaign team, the “Valiant Warriors,” to raise the most funds ever for a female candidate in the history of the Lehigh Valley 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.
Kelly Chando serves as Chief of Staff at BSI, partnering with the executive team to drive initiatives that strengthen the firm’s market presence, operational excellence, and client experience. As a trusted advisor, she provides leadership across marketing, brand strategy, business development, strategic partnerships, and organizational communications to support BSI’s continued growth as one of the nation’s leading independent employee benefits consulting firms.
Known for bringing people, strategy, and execution together, Kelly is recognized for transforming ideas into measurable results. She excels at aligning business objectives with meaningful relationships, elevating brands, identifying opportunities for growth, and creating experiences that deepen client engagement and strengthen organizational performance. Her collaborative leadership style reflects BSI’s belief that exceptional outcomes are achieved through integrity, innovation, and commitment.
Prior to joining BSI, Kelly served in leadership roles with St. Luke’s University Health Network (SLUHN), where she advanced philanthropic growth, corporate partnerships, strategic marketing, and community engagement. Her work helped cultivate meaningful investments that enhanced patient care and strengthened one of the nation’s leading integrated health systems. Earlier in her career, she built a diverse foundation in media, communications, and nonprofit leadership through roles with Viacom, NBC Sports Group, and United Way of the Greater Lehigh Valley (UWGLV). These experiences shaped her ability to navigate complex organizations, build trusted relationships, and lead high-impact initiatives across the corporate, healthcare, nonprofit, and media sectors.
Throughout her career, Kelly has also successfully led executive communications, business development efforts, and high-profile events that strengthen brands, cultivate stakeholder trust, and create lasting organizational value. She is passionate about helping organizations grow with purpose while investing in the people and cultures that make long-term success possible.
Kelly believes the strongest organizations are built by investing in people, cultivating enduring relationships, and aligning strategy with purpose. That philosophy guides her leadership and reflects BSI’s commitment to helping companies build businesses that last – creating value not only for clients, but for their employees, partners, and the communities they serve.
Kelly earned her Bachelor of Arts from Temple University and holds the prestigious Certified Fund Raising Executive (CFRE) designation.
Gianna is an accomplished and results-driven professional services executive with 15+ years of experience leading operational transformation, driving growth, and building high-performing teams. As Vice President of Operations at BSI, Gianna is focused on advancing operational excellence, enhancing the client experience, and executing strategic initiatives that support organizational growth and long-term success.
With a strong ability to align people, processes, and technology, Gianna has successfully led transformative initiatives that improve efficiency, strengthen service delivery, and create measurable business impact. Throughout her career, she has delivered significant results, including achieving 100% client satisfaction through improved implementation and service strategies, generating incremental annual revenue through cross-functional collaboration, and accelerating business growth through strategic partnerships and market expansion.
A passionate leader, coach, and mentor, Gianna is committed to developing talent and fostering a culture of continuous improvement. She brings expertise in operational strategy, client experience, process optimization, stakeholder alignment, business development, and organizational transformation. Her leadership philosophy centers on collaboration, innovation, and creating solutions that deliver meaningful value for clients, teams, and business partners.
Gianna holds a Master of Business Administration (MBA) in International Business and a Bachelor of Science in Business Management & Finance from Fairleigh Dickinson University. She is a graduate of the ADP Emerging Leaders and Leadership Development Program and served as a coach and mentor in ADP’s leadership development programs. Gianna also served as a leader in the International Women’s Inclusion Network and member of Women in Leadership. She is also passionate about helping shape the future of Caldwell University’s business students and serves as an Adjunct Professor of Business.
At BSI, Gianna brings a strategic and people-focused approach to operational excellence, helping teams thrive, strengthening partnerships, and advancing the company’s commitment to delivering an exceptional client experience.
Emily serves as a Benefits Analyst at BSI Corporate Benefits. She has extensive experience in analyzing and interpreting data related to employee benefit programs. She is responsible for collecting, validating, and organizing key data, such as enrollment numbers, claims, and cost information, to provide actionable insights that support decision-making. Emily performs cost analysis, tracks cost trends, and evaluates the effectiveness of various benefit programs, identifying opportunities for improvement and cost savings. In her role, Emily uses statistical techniques and business intelligence tools to assess benefit utilization trends, including healthcare services and wellness initiatives. She also conducts benchmarking studies to compare the organization’s benefits against industry standards. Emily plays a key role in ensuring a client’s benefits programs are efficient, competitive, and compliant with regulations. Emily received her degree from East Stroudsburg University.
Angelyn serves as Senior Customer Service Specialist at BSI, where she provides dedicated support and guidance to clients and employees navigating their employee benefits plans. With extensive customer service experience and a strong understanding of benefits administration, Angelyn serves as a trusted resource, helping individuals understand their coverage, access available resources, and make informed decisions regarding their benefits.
In her role, Angelyn manages a wide range of employee and client inquiries related to benefit eligibility, claims, coverage, billing, and plan administration. Rather than directing employees to a general insurance carrier service line, she provides personalized support by helping them navigate their benefit options, interpret plan documentation, and resolve issues efficiently. She works closely with internal teams, insurance carriers, and third-party administrators to investigate concerns, coordinate solutions, and ensure a seamless service experience.
Angelyn plays a key role in supporting benefit enrollment periods by assisting employees with the enrollment process, explaining plan options, and troubleshooting administrative or technical challenges. She also maintains accurate documentation of client and employee interactions, inquiries, and resolutions through BSI’s CRM systems to support effective communication and ongoing service improvements.
Known for her responsiveness, attention to detail, and commitment to delivering exceptional service, Angelyn helps strengthen client relationships and enhance the overall employee benefits experience. Prior to joining BSI, Angelyn served as a Lead Customer Service Agent, where she developed valuable experience in customer support, issue resolution, and service operations.
Marc Ashner serves 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 strategic accounts and handles 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.
Brett serves as a Digital Marketing Specialist at BSI and a key member of the marketing team. With over a decade of experience, she has a proven track record in driving data-informed campaigns, delivering compelling design, and executing seamless events that create measurable impact. She is known for bridging creative and technical disciplines, from CRM integration and social media strategy to trade show execution and content creation that strengthens brand presence.
In her role, Brett leads the development and execution of BSI’s brand strategy, ensuring campaigns elevate awareness, deepen engagement, and align with the company’s mission and values. As steward of the BSI brand, she ensures consistency across all channels, translating strategic objectives into integrated campaigns that reinforce brand positioning and drive business outcomes. She oversees all digital marketing initiatives, brand alignment, and communications strategies that resonate with target audiences.
Her expertise spans social media and email marketing, website design and user experience optimization, global event planning, and CRM and marketing automation platforms. Brett excels in cross-functional collaboration, vendor coordination, proactive problem-solving, and training and onboarding support. She curates and produces visuals, infographics, video content, and targeted campaigns that consistently enhance engagement and foster brand affinity.
Recognized for her award-winning work, fast learning, and proactive approach, Brett combines creative vision with technical proficiency to craft campaigns and experiences that engage audiences, strengthen the BSI brand, and deliver measurable results. She holds a Bachelor of Arts in Graphic Design from Bloomsburg University and leverages her creative and technical skills to drive marketing initiatives and foster cross-departmental collaboration.
Gabrielle serves as Office & Building Manager at BSI, where she oversees the day-to-day operations of the workplace and plays a key role in maintaining an organized, efficient, and welcoming environment for employees, clients, and visitors. With a strong focus on operational excellence, Gabrielle manages office logistics, facilities coordination, and workplace support initiatives that contribute to a seamless employee experience.
In her role, Gabrielle is responsible for coordinating office operations, including workspace management, meeting and event preparation, room scheduling, catering arrangements, audiovisual support, and building-related needs. She ensures that office spaces are well-maintained, fully equipped, and prepared to support internal collaboration, client meetings, and company events.
Gabrielle works closely with employees and internal teams to address operational needs, resolve challenges, and provide responsive support that enhances the overall workplace experience. Her strong organizational skills, attention to detail, and ability to manage multiple priorities allow her to effectively oversee daily operations while supporting a positive and productive work environment.
Through her commitment to service, organization, and continuous improvement, Gabrielle plays an important role in ensuring BSI’s workplace operations run smoothly and efficiently.
Jessica serves as a People and Culture Manager at BSI, where she plays an integral role in executing and enhancing a wide range of HR and culture-driven initiatives that support the organization’s people-first mission. Her core responsibilities include managing the full onboarding and offboarding process, coordinating new hire orientation, facilitating employee engagement programs, and serving as a primary contact for employee relations, addressing workplace matters with empathy, professionalism, and a consistently approachable demeanor.
In addition to her foundational HR responsibilities, Jessica has taken on a growing leadership role in driving internal wellness initiatives, employee appreciation efforts, and company-wide events. She actively supports marketing and communication initiatives that help promote BSI’s culture and elevate the overall employee experience.
Jessica oversees payroll processing, benefit enrollment, and compliance tracking, and plays a key role in organizing and supporting the company’s performance review process. Her contributions directly impact employee development, retention, and performance alignment with company goals. She also manages BSI’s internship programming and contributes to process development across HR functions.
Known for her adaptability, strong communication skills, and approachability, Jessica is a trusted resource for employees and leadership alike. With a background in marketing and organizational leadership and a degree from Temple University, she brings a fresh perspective, creative mindset, and strong organizational skills to the evolving world of People and Culture.
Lauren serves as an Account Director for Strategic Accounts at BSI, where she leads the strategic management and service delivery for a portfolio of high-value clients. With over three years of experience in employee benefits and client relations, Lauren provides day-to-day leadership across account servicing, ensuring seamless communication, proactive support, and strategic guidance tailored to each client’s needs. In her role, Lauren oversees all aspects of employee benefits consulting and client service for key accounts, ensuring exceptional client satisfaction and retention. She executes the complete strategic renewal process—including benefit plan analysis, RFP coordination, and open enrollment planning. She also plays a central role in long-term strategic planning for her clients, aligning benefit programs with organizational goals.
She is well-versed in both fully insured and level-funded funding arrangements and partners with benefit analysts, actuaries, and producers to optimize outcomes for each client. With a collaborative approach, Lauren acts as a trusted liaison between clients and the account management team, contributing to the successful execution of comprehensive and strategic benefit solutions. Her work directly supports client retention, employee engagement, and overall satisfaction. Lauren holds a bachelor’s degree from Moravian University and actively contributes to her community through her role on the Golf for Kids’ Sake Committee for Big Brothers Big Sisters of the Lehigh Valley.
Dan serves as the Lead Benefits Technology Analyst at BSI, bringing over 15 years of combined experience in payroll, benefits administration, HRIS systems, and data analytics. In this role, Dan leads the design, implementation, and optimization of benefits technology solutions that support complex client needs and enhance operational efficiency. With a deep understanding of system integrations, eligibility management, and data integrity, Dan oversees the configuration and maintenance of benefits platforms, manages data exchanges between clients and carriers, and ensures compliance with industry standards. He plays a pivotal role in implementing new technologies, troubleshooting issues, and providing strategic support to improve the digital benefits experience for employees and administrators alike. Dan is known for his analytical expertise, precision, and ability to translate technical requirements into practical solutions. He collaborates cross-functionally with internal teams, clients, and vendor partners to deliver seamless implementations and long-term system improvements. He earned his bachelor’s degree in Accounting from DeSales University, a foundation that complements his technical role with strong financial and analytical insight. Dan’s leadership and dedication continue to drive innovation and excellence in benefits technology at BSI.
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 serves as a Senior Client Service Coordinator at BSI, where she plays a vital role in the day-to-day servicing and strategic support of assigned employee benefits accounts. With over seven years of experience in the employee benefits industry, Skye is known for her strong communication skills, attention to detail, and commitment to delivering an exceptional client experience. As a key liaison between clients and the account management team, Skye is responsible for managing communications, addressing client inquiries, and relaying important updates in a timely and professional manner. She assists with coordinating meetings, benefits presentations, wellness fairs, open enrollment, and compliance-related activities. Her support helps ensure that clients receive accurate, timely, and strategic guidance throughout the plan year. Skye maintains detailed records of client interactions, benefit plan information, and service transactions using BSI’s CRM platform. She utilizes the system to log communications, track client preferences, and manage documentation, all of which contribute to improved internal workflows and enhanced service delivery. Her dedication to providing comprehensive support enables the effective management of high-impact benefits programs, ultimately contributing to both employee satisfaction and overall client retention. Prior to joining BSI, Skye worked as a customer service specialist, where she was responsible for managing rate renewals and revising insurance policies, experience that further strengthened her knowledge of the insurance and benefits landscape.
Chris serves as the Director of HCM Consulting Services at BSI, where she leads the strategic planning, implementation, and management of Human Capital Management (HCM) solutions for a diverse client base. In this role, Chris directs a team of HCM consulting professionals, aligning service delivery with client-specific objectives to ensure the successful deployment of scalable, reliable, and effective HCM strategies and solutions that support workforce and business goals.
With over 32 years of experience in HCM technology and consulting, Chris brings deep expertise in assessing the reliability, data integrity, functionality, scalability, and security of benefit and HRIS systems. She partners closely with internal stakeholders and external vendors to ensure that technology solutions meet business needs and provide measurable value to clients. Her team also establishes and upholds standards, processes, and best practices to consistently deliver high-quality consulting services.
Chris has played a pivotal role in developing and enforcing policies and procedures that safeguard information assets and ensure compliance with regulatory requirements and industry standards. She is instrumental in identifying emerging technologies, market trends, and innovation opportunities that provide a competitive edge for BSI and its clients, while also maximizing return on investment and enhancing operational efficiency. 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.
Nikki Derkits serves as an Account Manager at BSI, where she supports the strategic and day-to-day servicing of assigned employee benefits accounts. With more than 10 years of client management experience, Nikki brings a strong foundation in relationship management, operational execution, and client advocacy. She plays a critical role in managing workflows and ensuring clear, consistent communication between clients and the broader account team. Acting as a central liaison, Nikki proactively relays key updates, inquiries, and insights to help drive seamless service delivery.
In her role, Nikki maintains accurate and comprehensive records of client interactions, benefit plans, and transactions within BSI’s CRM platform, ensuring all communications and documentation are organized, compliant, and easily accessible. She also supports the coordination of client meetings, presentations, wellness initiatives, compliance efforts, issue resolution, and open enrollment activities—helping to keep initiatives on track and aligned with client goals.
Nikki’s detail-oriented approach and commitment to client service contribute to the effective management and administration of employee benefits programs. Her ability to anticipate needs, streamline processes, and support both clients and internal teams enhances overall client satisfaction and employee engagement. She attended Widener University for her undergraduate studies, and earned a Master’s in Professional & Business Communication from La Salle University, which has contributed to her overall approach and success in client management and support.
Kim serves as Business Development Representative for New Jersey at BSI, where she supports client growth initiatives, strengthens relationships, and contributes to the continued expansion of BSI’s presence throughout the region. With more than 10 years of experience managing high-value client relationships, driving revenue growth, and leading business initiatives, Kim brings a strong blend of strategic thinking, relationship management, and operational expertise to her role.
Throughout her career, Kim has built a reputation for delivering exceptional client experiences while aligning business objectives with effective execution. Her background spans leadership roles in hospitality, financial services, and entrepreneurial ventures, where she developed deep expertise in client engagement, sales strategy, process improvement, and cross-functional collaboration.
Prior to joining BSI, Kim held roles with Marc-Henry Cruise Holdings and Prudential Retirement, where she managed complex client relationships, supported revenue growth initiatives, and helped drive operational success. She also founded a boutique in-person and virtual events company, leveraging her entrepreneurial mindset to create meaningful experiences and build lasting partnerships.
At BSI, Kim focuses on developing new relationships, supporting business development strategies, and helping organizations navigate their employee benefits needs through a consultative and relationship-driven approach. She is recognized for her ability to build trust, understand client priorities, and deliver thoughtful solutions that support long-term success.
Kim holds a Bachelor of Science in Political Science from Fairleigh Dickinson University and brings a client-focused perspective, strong communication skills, and a commitment to building meaningful partnerships to every engagement.
Catherine, known as Cat, serves as the Events and Marketing Manager at BSI, where she leads the planning, execution, and oversight of strategic marketing initiatives and events designed to elevate the company’s brand and engage target audiences. With a creative approach and sharp attention to detail, Cat plays a pivotal role in driving brand visibility, strengthening client relationships, and supporting business development efforts through dynamic marketing and event experiences.
Cat is responsible for organizing a wide range of events, including annual webinars, trade shows, seminars, industry conferences, and promotional activations. From venue selection and vendor coordination to budgeting and on-site logistics, she manages every element of the event lifecycle to ensure smooth execution and maximum impact. She also collaborates with internal teams and external partners to develop engaging marketing collateral, signage, branded merchandise, and digital assets that align with BSI’s vision.
Beyond event logistics, Cat works closely with sales and client service teams to identify opportunities for audience engagement, lead generation, and customer outreach. She regularly interacts with event attendees, prospects, and clients to gather feedback, cultivate relationships, and support BSI’s broader marketing and engagement strategies. Her role also includes evaluating the effectiveness of each event and campaign by conducting post-event analyses, capturing key metrics, and implementing improvements for future initiatives.
Prior to joining BSI, Cat worked in experiential marketing, where she created and executed immersive brand campaigns to build awareness and foster customer engagement. She brings that same energy and innovation to BSI, continually seeking creative ways to connect with audiences to reinforce the firm’s value proposition.
Cat holds both a bachelor’s and master’s degree from Quinnipiac University, and her combined expertise in event management and engagement makes her an invaluable asset to the BSI team.
Mikayla serves as a Client Service Coordinator at BSI, where she supports the overall management of designated accounts by overseeing daily interactions and maintaining clear communication with the account management team. With a demonstrated focus on client solutions, Mikayla has become an integral part of our Strategic Accounts Division.
She is responsible for maintaining accurate records of client interactions , employee benefit plans, and transactions using BSI’s CRM platform to document communications and manage benefit-related documentation. Mikayla also assists with coordinating meetings, presentations, wellness fairs, compliance support, issue resolution, and enrollment activities.
Her comprehensive support to both the account team and clients plays a crucial role in the smooth administration of employee benefits programs, helping to enhance employee satisfaction and drive client success.
Mikayla earned her Bachelor of Arts in Communication from Penn State University’s College of the Liberal Arts, where she developed strong skills in client engagement, strategic communication, and relationship management that support her client-focused approach.
Sarah serves as a Marketing Coordinator at BSI, where she plays an integral role in supporting marketing campaigns, coordinating events, and driving business development initiatives. She actively contributes to community engagement efforts, leveraging her strong communication and organizational skills to build meaningful connections and support outreach programs that align with BSI’s values and mission. During her sales internship at New York Life Insurance, Sarah gained hands-on experience in sales strategy and client relations. This opportunity enhanced her understanding of business development and customer-focused marketing. Sarah’s proactive approach, combined with her ability to foster relationships and coordinate complex projects, makes her a valuable asset to the BSI marketing team. She holds a degree in International Business and Management from Dickinson 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.
Naomi serves as a Clinical Program Manager and is an integral part of BSI’s Health Solutions Practice (HSP), where she supports the proactive approach to managing employee health and reducing employer healthcare costs. By leveraging advanced analytics, Naomi helps identify insured members with high claims utilization for early, preventative intervention, often before a major health event occurs.
In her role, Naomi collaborates with cross-functional teams, clinicians, pharmacists, and strategic partners to deliver targeted outreach and coordinated care solutions. Her work focuses on improving medication adherence, educating members on cost-effective care options, and supporting the effective management of chronic conditions. By translating data-driven insights into actionable programs, she helps move organizations away from reactive care models toward sustainable, preventive health management.
Naomi supports the coordination of clinically driven programs that align evidence-based interventions with both member needs and organizational goals. Passionate about bridging clinical care and community health, she is committed to helping insured members achieve long-term improvements in overall well-being while delivering measurable value to employers. Naomi earned her undergraduate degree in Public Health from Cedar Crest College and is currently pursuing her master’s degree there.
Spencer serves as an Associate Account Director at BSI, where he oversees the strategic management and delivery of employee benefit programs for assigned clients. Working closely with his team, Spencer is dedicated to providing exceptional service and ensuring client satisfaction by developing customized benefit strategies aligned with each client’s unique workforce needs and business objectives. He acts as a trusted advisor, proactively engaging with clients to understand their goals and challenges. Spencer leads regular meetings to review plan performance, discuss compliance requirements, and identify opportunities to optimize benefit offerings for enhanced employee satisfaction and cost efficiency. His expertise includes navigating complex regulatory environments such as ERISA, ACA, HIPAA, and COBRA, helping clients maintain compliance and mitigate risk. Spencer collaborates with internal analytics, underwriting teams, and external vendors to monitor financial performance, analyze claims data, and negotiate vendor contracts, ensuring high-quality service delivery and cost-effective solutions. He also supports wellness initiatives, enrollment processes, and client communications to foster positive employee engagement. A graduate of Shippensburg University with a degree in Marketing, Spencer combines his experience in the PEO industry and commercial insurance sales with his strategic approach to employee benefits, making him a valuable resource for both clients and the BSI team.
Andrew serves as a Clinical Program Manager and is an integral part of BSI’s Health Solutions Practice (HSP). Using advanced analytics, he collaborates with cross-functional teams to identify members at risk for high utilization or catastrophic claims and partners with clinicians and pharmacists to coordinate care, improve medication adherence, and connect members to cost-effective solutions.
With a background as an exercise physiologist, Andrew brings experience across both clinical and corporate wellness environments, where he has developed functional fitness programs, led preventive health initiatives, and supported individuals in achieving sustainable lifestyle improvements. His work focuses on translating clinical knowledge into practical, accessible wellness strategies that drive long-term behavior change and improved health outcomes.
Andrew received both his Bachelor of Science and Master of Science degrees in Clinical Exercise Physiology from Bloomsburg University. He brings a thoughtful, hands-on approach to program management and participant engagement, supporting BSI’s Health Solutions Practice in delivering comprehensive, people-centered solutions that promote overall well-being.
Michelle serves as Director of Client Engagement & Business Development at BSI, bringing more than 30 years of employee benefits experience to the firm’s most strategic client relationships. She serves as a senior advisor to BSI’s premier clients, ensuring an exceptional service experience through strong alignment between client leadership and account teams while proactively identifying opportunities to strengthen long-term partnerships. Michelle also plays a key role in BSI’s continued growth by cultivating new business opportunities through strategic networking, community engagement, and the trusted relationships she has built throughout her career.
Prior to joining BSI, Michelle gained extensive experience with organizations including Geisinger, where she developed deep expertise in benefit plan design, funding strategies, vendor management, and healthcare cost containment. She is a trusted resource on employee benefits compliance, helping employers navigate the complexities of ERISA, HIPAA, the ACA, and other regulatory requirements while developing competitive, compliant, and sustainable benefits programs.
Michelle earned her bachelor’s degree from Penn State University and remains actively engaged in supporting employers and strengthening BSI’s presence within the business and benefits community.
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 serves as the Events and Executive Support Specialist, providing strategic support to the executive team and playing a key role in ensuring effective coordination across leadership initiatives. She partners closely with the CEO and executive leadership to support priorities, manage engagements, and facilitate seamless communication with internal and external stakeholders.
In her role, Tamika acts as a central point of contact for executive communications, ensuring information is shared accurately and efficiently. She supports the planning and execution of company and C-suite events, leadership meetings, and special engagements by coordinating logistics, managing timelines, and supporting overall event strategy and delivery.
Tamika also contributes to cross-functional projects and executive initiatives by coordinating resources, tracking progress, and supporting deliverables to ensure successful outcomes. She is entrusted with handling sensitive and confidential information and consistently exercises discretion and sound judgment in matters related to the executive team, clients, and organizational operations.
Tamika holds a bachelor’s degree from the University of Phoenix and brings strong organizational, communication, and event coordination expertise that supports executive effectiveness and organizational alignment.
Carissa serves as a Client Service Coordinator at BSI, supporting the overall management of designated accounts by overseeing daily operations and maintaining clear communication with the account management team. She is responsible for maintaining accurate records of client interactions, employee benefit plans, and transactions using BSI’s CRM platform to document communications and manage benefit-related documentation.
In addition, Carissa assists with coordinating meetings, presentations, wellness fairs, compliance support, issue resolution, and enrollment activities. Her comprehensive support to both the account team and clients plays a crucial role in the smooth administration of employee benefits programs, helping to enhance employee satisfaction and client success.
Carissa is a graduate of East Stroudsburg University, where she earned her degree in Business Management. Prior to joining BSI, she gained valuable experience working as a medical claims processor, further strengthening her knowledge of employee benefits and claims management.
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.
Jaya serves as a Clinical Program Manager and is an integral member of the Health Solutions Practice (HSP) team. With over 10 years of experience, she leverages advanced analytics and cross-functional collaboration to identify members at risk for high utilization or catastrophic claims. She partners with clinicians, pharmacists, and specialized programs to coordinate care, improve medication adherence, and connect members to cost-effective solutions. Jaya brings a powerful blend of clinical and behavioral health expertise.
Known for her compassionate, patient-centered approach, Jaya translates clinical knowledge into practical, accessible strategies that drive sustainable health improvements. Her work focuses on creating workflows that are intentional, meaningful, and provide strategic outreach that delivers value to insured members, generating savings for both employers and employees.
Jaya earned her Bachelor of Science in Nursing from Gwynedd Mercy College and her Bachelor of Science from the University of Michigan. She brings a thoughtful, hands-on approach to program management and participant engagement, supporting the account team in delivering comprehensive, people-centered solutions that promote overall well-being.
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 Senior 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.
Brenton serves as an Account Director, overseeing the strategic management and delivery of employee benefit programs for assigned clients. He ensures exceptional service, client satisfaction, and the successful achievement of specific goals and objectives. Brenton leads a team that includes an account manager and a client service coordinator, providing strategic guidance and fostering strong client relationships. As the primary point of contact, he acts as a trusted advisor, offering expertise on benefit strategies, compliance, industry trends, and executive-level strategies.
Brenton is dedicated to maintaining and expanding client relationships by upholding market-competitive benefits, implementing cost-controlling strategies, and providing day-to-day member support and education. He proactively engages with clients to understand their needs, challenges, and goals related to employee benefits, meeting with them quarterly to develop and implement strategic plans that align with client objectives, industry best practices, and regulatory requirements.
With 30 years of industry experience, Brenton offers expert guidance on benefit plan design, funding strategies, compliance issues, and cost management solutions. By providing insights into industry trends, benchmarking data, and emerging best practices, he helps clients make informed decisions to keep their benefit programs competitive, cost-effective, and aligned with both their needs and budgetary constraints.
Brenton monitors regulatory changes and compliance requirements, such as ERISA, HIPAA, and ACA, advising clients on compliance issues, developing action plans for implementation, and ensuring benefit programs adhere to legal and regulatory standards. Working closely with the data analytics and underwriting teams, he evaluates the financial performance of client benefit programs, including budgeting, forecasting, and cost trends. Additionally, Brenton manages relationships with benefit vendors, including insurance carriers and third-party administrators, negotiating contracts, monitoring vendor performance, and ensuring high-quality service delivery.
Brenton is a graduate of Shippensburg University, where he earned a degree in Communication and Journalism, which has greatly contributed to his effective communication skills and client relationship management.
Corinne serves as the Director of Communications at BSI, where she plays a vital role in shaping and executing communication strategies that align with the company’s goals. With a strong focus on benefits communication, she specializes in crafting customized content that informs, engages, and empowers employees to make informed decisions about their benefits. Her expertise in content development and communication ensures that employees receive relevant and impactful messages across all channels, fostering a deeper connection with the organization’s benefits offerings.
Her expertise in strategic messaging, multi-channel communication, and content development ensures that employees receive clear, consistent, and impactful information. As a key liaison between BSI’s marketing and account teams, Corinne helps bridge strategy and execution by translating complex benefits information into accessible and actionable content that drives utilization and engagement.
Prior to joining BSI, Corinne led large-scale content initiatives across the United States and Canada, designing communication strategies that resonated with diverse audiences. Her experience managing cross-regional messaging has provided her with a strong understanding of how to tailor communications to meet the needs of different demographics and organizational cultures.
Corinne earned her bachelor’s degree from Moravian University and brings a thoughtful, employee-centric approach to all aspects of communications at BSI.
Briana serves as an Account Manager at BSI, acting as the primary contact for her assigned clients and providing day-to-day support in the management and administration of employee benefit programs. Working closely with her team, Briana helps ensure the successful delivery of services that meet each client’s specific needs and goals. With over five years of experience in the employee benefits industry, Briana plays a key role in strengthening client relationships through responsive service and effective communication. She supports the onboarding of new clients and manages service calendars. Briana ensures regulatory compliance by monitoring updates related to ERISA, HIPAA, ACA, and other applicable laws, and by communicating required changes and guidance to clients. She collaborates with internal departments and external partners to ensure accurate data collection, timely reporting, and up-to-date benefit plan documentation. Her ability to navigate complex benefits information, address client inquiries and escalations, and manage program updates makes her an essential part of the BSI account team. Briana’s attention to detail and commitment to client satisfaction help drive both compliance and positive program outcomes. Briana received her bachelor’s degree from Muhlenberg College.
Brittany serves as a Clinical Program Manager and is an integral part of BSI’s Health Solutions Practice (HSP), bringing more than 15 years of experience across healthcare and clinical education settings. By leveraging advanced analytics, she works closely with the HSP team to identify members at risk for high utilization or catastrophic claims and collaborates with clinicians and pharmacists to coordinate care, improve medication adherence, and connect members to cost-effective solutions.
In her role, Brittany supports the design, coordination, and operational execution of clinically driven programs that emphasize proactive, preventive health management. She plays a key role in program development, implementation, and continuous improvement, ensuring evidence-based interventions, high-quality care, and a participant-centered approach. By aligning data-informed strategies with clinical outcomes and organizational goals, she helps shift care models from reactive intervention to sustainable chronic condition management.
Brittany holds a Bachelor of Science in Kinesiology from Temple University and completed the Nutritional Therapy Practitioner program through the Nutritional Therapy Association. She is deeply passionate about creating structured, supportive environments that promote both physical and emotional well-being, and she brings a thoughtful, organized, and people-centered approach to her work in support of BSI’s Health Solutions Practice.
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 serves as a Senior HCM Analyst at BSI, where she plays a critical role in aligning technology solutions with the evolving human capital management needs of clients. With a focus on optimizing HR technology systems, Jenn analyzes client platforms, workflows, and data to identify opportunities for improvement, streamline operations, and maximize return on investment.
Working closely with the Director of Technology Services, Jenn collaborates with clients to gather and document system requirements, evaluate existing processes, and assess gaps or inefficiencies in their HCM infrastructure. She leverages data analysis, industry research, and system functionality reviews to recommend strategic solutions that drive automation, enhance user experience, and improve operational efficiency.
Jenn also assists in risk identification and mitigation across HCM technology projects, accounting for technical limitations, interdependencies, and resource constraints. She supports implementation planning and ensures that solutions meet both functional and compliance requirements.
With a commitment to continuous improvement, Jenn regularly monitors the performance of implemented systems, identifying opportunities for further optimization and innovation. Her analytical expertise, combined with a deep understanding of HR technology, enables her to deliver insights and solutions that drive long-term value for BSI clients.
Chad serves as an Account Manager at BSI, where he plays a central role in ensuring a seamless and effective client experience. With more than 11 years of experience in employee benefits, Chad oversees the administration of employee benefit programs while providing responsive support, strategic guidance, and day-to-day service to clients and their employees.
Working closely with account leads and service team members, Chad helps clients achieve their benefits objectives while maintaining high levels of satisfaction and engagement. He serves as a trusted resource for employers, fostering strong client relationships through proactive communication, problem-solving, and personalized support. His commitment to service excellence helps clients navigate the complexities of employee benefits with confidence.
Chad is responsible for coordinating and supporting a wide range of client initiatives, including new client onboarding, open enrollment planning and execution, employee communications, wellness programs, compliance support, and ongoing service management. He manages service calendars, facilitates client meetings, and collaborates with carriers, vendor partners, and internal teams to ensure timely issue resolution and successful program administration.
Prior to joining BSI, Chad worked for Guardian Life, where he gained valuable experience supporting employee benefits programs and client service initiatives.
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.
Kelley serves as BSI’s Corporate Wellness Coordinator, playing a pivotal role in developing, implementing, and managing comprehensive corporate wellness programs for BSI clients. In her role, she focuses on promoting employee health, well-being, and productivity through a variety of wellness initiatives and activities. As a Certified Health & Wellness Coach, Kelley collaborates with HR teams, management, and external vendors to design and execute programs that address the physical, mental, financial, and emotional needs of employees.
Driven by her mission to help individuals achieve and maintain optimal wellness, Kelley is dedicated to educating, advocating, and inspiring both individuals and communities to appreciate the power of nutrition and embrace healthier lifestyles. Her goal has always been to empower others with the knowledge and tools needed to create sustainable, positive change in their lives.
Kelley leverages data analysis to create customized wellness strategies based on client objectives and employee interests. She coordinates wellness activities, workshops, health screenings, wellness fairs, nutrition education, physical activity challenges, and stress-management initiatives to cultivate a culture of engagement and well-being within the workplace.
She also oversees relationships with external vendors, wellness providers, and healthcare professionals to ensure the delivery of high-quality services and resources. Through effective communication, marketing, and incentive-driven engagement strategies, Kelley works with client HR and account management teams to boost participation and maximize program impact. By evaluating program outcomes through surveys, feedback, and performance metrics, she contributes to building supportive, thriving work environments that promote employee health, happiness, and success.
Kelley holds a bachelor’s degree in Dietetics from the University of Delaware and a master’s degree in Exercise Science and Health Promotion from PennWest California. She is a Registered Dietitian Nutritionist (RDN), Licensed Dietitian Nutritionist (LDN), and Certified Health & Wellness Coach (CHWC).
Jennifer 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. She 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, Jennifer assists in organizing meetings, presentations, wellness fairs, compliance assistance, issue resolution, and enrollment. By offering comprehensive support to both the account team and clients, Jennifer plays a vital role in the successful administration of a comprehensive benefits plan, ultimately contributing to improved employee satisfaction and overall client contentment. She holds a Bachelor of Science in Marketing from DeSales University and brings strong organizational skills, attention to detail, and a client-first approach to her work at BSI.
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 a Senior Account Manager at BSI, Sherilyn leads the day-to-day management of employee benefit programs for her assigned clients. She plays a central role in ensuring a smooth and effective client experience, overseeing the administration of benefits plans while delivering responsive support and strategic guidance. Sherilyn collaborates closely with account leads and service team members to meet client goals and maintain high levels of satisfaction. Sherilyn plays a key role in cultivating strong client relationships, serving as a reliable resource for benefits-related communication and support. She manages service calendars, facilitates new client onboarding, coordinates open enrollment meetings, and contributes to the execution of benefits communications and wellness initiatives.
With over six years of experience in the employee benefits field, Sherilyn is adept at addressing client inquiries, resolving escalations, and ensuring timely and accurate delivery of plan information. She collaborates with internal teams and external partners to maintain precise data collection and ensure compliance with plan guidelines.
Sherilyn is also responsible for communicating benefit updates, policy changes, and program enhancements, helping clients and their employees stay informed and engaged. She holds a bachelor’s degree from Kean University and an MBA from Moravian University.
Zach serves as a Benefits Analyst at BSI, where he applies his analytical skills to support the evaluation and optimization of employee benefit programs. With a strong foundation in financial analysis and data interpretation, he is responsible for collecting, validating, and organizing key data, including enrollment figures, claims metrics, and cost information, to provide actionable insights that guide strategic decision-making.
Zach conducts cost analyses, monitors spending trends, and evaluates the effectiveness of benefit offerings, identifying opportunities for improvement and cost savings. He uses statistical methods and business intelligence tools to assess utilization patterns across healthcare services, wellness initiatives, and other benefit components. He also performs benchmarking studies to compare client programs against industry standards and ensure competitiveness.
Zach began his career at BSI as an intern, where he gained hands-on experience supporting the analytics team and developed a strong understanding of employee benefits strategy. Today, he continues to play a vital role in helping clients maintain efficient, cost-effective, and compliant benefits programs.
He holds a Bachelor’s degree in Finance from the University of Scranton.
Mallory serves as a Senior Underwriter at BSI, bringing over eight years of experience in risk assessment, financial analysis, and benefits underwriting. In her role, Mallory is responsible for evaluating and pricing employee benefit programs, analyzing claims data and utilization trends, and developing cost-effective solutions tailored to client needs.
With a strong foundation in risk management, she collaborates closely with account teams, carriers, and clients to ensure underwriting recommendations align with plan goals, budget constraints, and regulatory compliance. Her expertise supports strategic decision-making and contributes to the long-term sustainability of client benefit offerings.
Mallory holds a Bachelor of Business Administration in Risk Management and Insurance with a minor in Legal Studies from Temple University, and a Master of Science in Healthcare Management from Michigan State University. Her educational background, combined with hands-on industry experience, positions her as a trusted advisor in evaluating financial risk and delivering data-driven insights that support both client and organizational objectives.
Alex serves as Senior Manager, Data Analytics & Underwriting at BSI, where he leads the organization’s data analytics and underwriting initiatives. In this role, Alex oversees a team of analysts responsible for transforming complex healthcare and benefits data into actionable insights that support strategic decision-making, risk management, and cost-containment efforts for BSI clients.
With expertise in data analytics, underwriting, predictive modeling, and business intelligence, Alex plays a critical role in helping employers better understand their healthcare utilization, claims trends, financial performance, and population health risks. He leverages advanced statistical methodologies, predictive analytics, and data visualization tools to uncover meaningful insights that drive informed decision-making and improve plan performance.
As a senior leader within the organization, Alex collaborates closely with executive leadership, account management teams, consultants, and strategic partners to identify opportunities for innovation, enhance underwriting strategies, and develop data-driven solutions that improve client outcomes. He oversees the development and maintenance of dashboards, reporting tools, financial models, and analytical frameworks that provide clients with greater visibility into the factors influencing healthcare costs and employee benefit plan performance.
Prior to joining BSI, Alex worked for Capital Blue Cross, where he analyzed claims trends, evaluated rate relief requests, and developed settlement calculations to support underwriting and financial management initiatives. His experience across healthcare analytics and underwriting has provided him with a deep understanding of risk assessment, financial forecasting, and healthcare cost drivers.
Alex earned 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, supporting the organization’s mission to make a positive impact within the community.
Liz serves as an Account Director at BSI, bringing over seven years of experience in managing and delivering strategic employee benefit programs for assigned clients. She is dedicated to ensuring exceptional service, client satisfaction, and the achievement of client goals by acting as a trusted advisor and primary point of contact. Liz leverages her deep knowledge of benefit strategies, compliance, and industry trends to provide valuable insights that help clients make informed decisions aligned with their objectives and budgets.
Her expertise spans benefit plan design, funding strategies, regulatory compliance, and cost management. Liz plays a key role in onboarding new clients, managing service calendars, organizing open enrollment meetings, and supporting benefit communications and wellness initiatives. She proactively engages with clients to understand their unique needs, offering benchmarking data and best practices to optimize their programs.
Liz is also responsible for negotiating contracts, managing vendor relationships, and overseeing vendor performance to ensure the delivery of high-quality services. She advises clients on compliance with regulations such as ERISA, HIPAA, and ACA, developing actionable plans to mitigate risk and maintain adherence to legal standards. Collaborating closely with data analytics and underwriting teams, Liz monitors the financial health of client benefit programs through budgeting, forecasting, and cost analysis.
Prior to joining BSI, Liz served as a regional account manager in the healthcare sector. She holds a bachelor’s degree from West Chester University. Her commitment to excellence and client success has established her as a trusted leader in the employee benefits industry.
Stefanie Rothbart serves as a Client Service Coordinator at BSI, where she is instrumental in the day-to-day execution and ongoing success of client engagements. She works in close partnership with the account management team to deliver responsive, detail-oriented service, ensuring clients receive timely support and thoughtful, solutions-driven guidance. Known for her organization, reliability, and client-first mindset, Stefanie is a trusted resource for both internal teams and external partners.
In her role, Stefanie manages and maintains accurate records of client interactions, employee benefit plans, and transactions within BSI’s CRM platform, ensuring all communications and documentation are comprehensive, compliant, and readily accessible. She plays a key role in coordinating meetings, presentations, wellness initiatives, compliance requirements, issue resolution, and open enrollment activities—helping to keep projects on track and clients informed every step of the way.
Stefanie’s proactive approach and strong attention to detail contribute to the seamless administration of employee benefits programs. By supporting both strategic initiatives and day-to-day operations, she helps enhance the overall client experience, improve employee engagement, and drive meaningful outcomes for BSI’s clients. She is a graduate of Penn State University.
Camilly plays a vital role in providing comprehensive support to the executive team while expertly managing the day-to-day operations of the office building. She provides high-level administrative support to the executive team by managing calendars, coordinating meetings, and overseeing executive events. She also manages all aspects of office facilities, including maintenance, repairs, and ensuring a safe, functional, and well-equipped environment. Camilly also contributes to the organization’s success by assisting with special projects and initiatives. Before joining BSI, she gained valuable experience as an English teacher and in accounting. Camilly holds a bachelor’s degree from the Federal University of Pernambuco in Brazil.
Katelyn serves as Manager, Customer Service at BSI, where she leads the customer service team and oversees the delivery of exceptional support to clients and their employees. In this role, she is responsible for ensuring a seamless service experience by providing expert guidance on employee benefits, claims, eligibility, coverage, billing, and enrollment-related matters. Her team’s hands-on support helps employees navigate complex benefits issues with confidence, often eliminating the need to contact carrier call centers directly.
As the leader of BSI’s customer service function, Katelyn oversees the daily operations, performance, and continuous development of the customer service team. She works closely with internal departments, insurance carriers, and third-party administrators to facilitate timely issue resolution, manage escalated concerns, and ensure service requests are handled efficiently and accurately.
Katelyn also plays a key role in supporting employee enrollment initiatives, helping employees understand their benefit options, resolve administrative challenges, and make informed coverage decisions. Her proactive approach to problem-solving and commitment to service excellence contribute to a positive benefits experience for both employers and employees.
In addition to overseeing service delivery, Katelyn is responsible for maintaining service quality and operational consistency through accurate documentation and tracking of client and employee interactions within BSI’s CRM platform. She leverages data and reporting to identify trends, enhance processes, and support continuous improvements that strengthen client satisfaction and employee engagement.
Known for her responsiveness, leadership, and dedication to client success, Katelyn is passionate about delivering a high-touch service experience that helps employers maximize the value of their benefits programs while ensuring employees receive the support they need throughout the year.
Katelyn earned her bachelor’s degree from Moravian University.
As a Senior Account Manager at BSI, Debra leads the day-to-day management of employee benefit programs for her assigned clients. She plays a central role in ensuring a smooth and effective client experience, overseeing the administration of benefits plans while delivering responsive support and strategic guidance. Debra collaborates closely with account leads and service team members to meet client goals and maintain high levels of satisfaction. Debra plays a key role in cultivating strong client relationships, serving as a reliable resource for benefits-related communication and support. She manages service calendars, facilitates new client onboarding, coordinates open enrollment meetings, and contributes to the execution of benefits communications and wellness initiatives.
With over 15 years of experience in the employee benefits field, Debra is adept at addressing client inquiries, resolving escalations, and ensuring timely and accurate delivery of plan information. She collaborates with internal teams and external partners to maintain precise data collection and ensure compliance with plan guidelines.
Debra is also responsible for communicating benefit updates, policy changes, and program enhancements, helping clients and their employees stay informed and engaged. She holds a Certified Self-Funding Specialist designation.
Kate serves as a Benefits Consultant at BSI, where she provides dedicated client support and guidance in the management of comprehensive employee benefits programs. She plays an integral role in supporting client relationships, coordinating service delivery, and ensuring benefits strategies are effectively communicated and executed for both clients and their employees.
In her role, Kate partners with clients and internal teams to manage day-to-day benefits needs, including new client onboarding, service calendar management, open enrollment coordination, benefits communications, and wellness initiatives. She works collaboratively with account teams, vendors, and external partners to ensure accurate data collection, timely communication, and seamless execution of client benefit programs.
Kate serves as a key resource for clients by communicating benefit updates, plan changes, and program enhancements while helping employees and organizations better understand their benefits offerings. Her strong communication skills and ability to coordinate across multiple stakeholders support a consistent and positive client experience.
In addition to her client responsibilities, Kate contributes to business development initiatives by identifying opportunities to strengthen client relationships and support continued growth. Her background in communications provides valuable expertise in developing clear, effective messaging and facilitating collaboration across teams.
Prior to joining BSI, Kate worked as a Communications Specialist, where she focused on driving communication strategies and supporting collaboration among cross-functional teams.
Kate earned both her bachelor’s and master’s degrees from Wilkes University.
Beth serves as Director of Member Experience at BSI, where she leads initiatives designed to enhance the employee benefits experience and ensure members receive the guidance, support, and education they need to make informed healthcare decisions. With more than 35 years of industry experience, Beth is a trusted advocate for employees, employers, and HR teams, helping bridge the gap between benefits strategy and the member experience.
In her role, Beth oversees high-touch member support programs focused on improving benefits understanding, engagement, and utilization. She works closely with clients to create positive service experiences that empower employees to maximize the value of their benefits while reducing confusion and administrative burden.
A key component of Beth’s work is new hire onboarding, where she partners with HR teams to provide personalized benefits education from day one. Through one-on-one consultations and virtual meetings, she helps employees understand their available benefits, empowering them to make confident enrollment decisions and better utilize their healthcare resources.
Beth also collaborates with HR and leadership teams to strengthen their knowledge of benefit programs, enabling them to effectively communicate the value of their offerings and support employee engagement initiatives. During open enrollment, she serves as a hands-on resource for clients, providing on-site education and enrollment support to help employees navigate their benefit options and make informed choices.
Beyond enrollment and education, Beth serves as a strategic resource for clients by resolving complex service issues, advocating on behalf of members, and ensuring a seamless experience across carriers, vendors, and internal teams. She also plays an integral role in the onboarding of new clients, partnering with account teams to facilitate smooth implementations, support benefit education strategies, and ensure accurate documentation and communication throughout the transition process.
Known for her deep industry expertise, proactive problem-solving approach, and unwavering commitment to service excellence, Beth is passionate about helping employees better understand and appreciate their benefits while delivering exceptional experiences that strengthen client satisfaction and long-term engagement.
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 an Account Manager at BSI, supporting the overall servicing of assigned employee benefits accounts. With over 25 years of account management experience, she plays a vital role in managing day-to-day workflows and facilitating clear, effective communication between clients and the account management team. Jennifer acts as a key liaison, relaying important client communications, inquiries, and updates to ensure seamless service delivery.
She is responsible for maintaining accurate records of client interactions, benefit plans, and transactions using BSI’s CRM platform to log communications and manage documentation. Jennifer assists with coordinating client meetings, presentations, wellness fairs, compliance support, issue resolution, and enrollment activities. Her comprehensive support helps drive the successful management and administration of benefits programs, contributing to enhanced employee and client satisfaction.
Before joining BSI, Jennifer served as a Long-Term Disability Manager, where she was responsible for interpreting and administering contract provisions, conducting thorough investigations of complex claims, and managing outcomes and financial risks in accordance with departmental and regulatory guidelines.
Ellie serves as a People & Culture Associate at BSI, supporting the organization’s talent acquisition, employee engagement, onboarding, and people-focused initiatives. She is passionate about creating positive employee experiences and helping foster a workplace culture where individuals can thrive both personally and professionally.
With a background in recruiting, account management, and client relationship development, Ellie brings a people-first approach to every aspect of her role. She works closely with leadership and team members to support recruitment efforts, coordinate onboarding activities, assist with employee programs, and contribute to initiatives that strengthen BSI’s culture and employee experience.
Prior to joining BSI, Ellie built her career in talent acquisition and workforce development, managing full-cycle recruitment efforts across a variety of industries, including life sciences, skilled trades, construction, technology, and manufacturing. She has experience sourcing, interviewing, and placing candidates at all levels while partnering with hiring managers and business leaders to identify talent needs and build high-performing teams.
Known for her strong communication skills, collaborative mindset, and ability to build meaningful relationships, Ellie excels at connecting with people and creating positive experiences for candidates, employees, and business partners alike. Her experience in recruiting and client-facing roles has equipped her with a deep understanding of organizational needs and the importance of aligning talent strategies with business objectives.
Ellie earned a Bachelor of Science in Business Management from St. John Fisher University in Rochester, New York. She is committed to continuous learning and development and is dedicated to helping organizations attract, engage, and retain exceptional talent while cultivating a strong and inclusive workplace culture.