• Allen Rothman
• President

Allen has proven himself to be a skilled professional in the group insurance business, since 1973. He specializes in the creative design and communication of insurance plans to meet the specific needs of his clients. Allen works as a broker or consultant for self-funded and fully insured plans. He works well with both individuals and groups.

• Becky Ballesteros
• Group Account Executive

Becky has been helping clients with employee benefits since 1992. She believes in representing many insurance carriers in order to provide the strongest and most flexible plans to our clients.

• Stephanie Rothman
• Group Sales Executive
  Individual Sales Manager

Stephanie, since 1998, has been helping our clients choose the right individual products to meet their needs. Her knowledge of carriers and their underwriting requirements allows her to recommend and implement proper plans for our clients. Contact her for information on Individual Medical, Rx, Dental, Life, Disability and Long Term Care plans.

• Michelle Richardson
• Client Service Representative

Michelle's caring and concern for our client's needs enable her to handle problems and concerns smoothly and efficiently. She is skilled in most computer programs. These skills help our agency as she puts cases out to bid, reviews carrier proposals, and helps to develop client presentations. You can expect to hear from Michelle monthly, as she services your account.

 

• Joan Schnitzer
• Marketing Coordinator

Since 1998, Joan has been helping our agency procure new clients in a very positive manner. Her skills have helped us grow. She is an expert in Lead Generation and Communication.

• Reba Rothman
• Accounting Manager

Reba, a native of Brooklyn, NY, handles all aspects of Individual Sales, and Accounting. She tracks new business, accounts payables and receivables, and in general, keeps our office running smoothly.