Advisory Team

The MBA client advisory team consists of talented professionals with wide-ranging areas of expertise to provide clients with first-class support in all aspects of their employee benefits program.



The client’s trusted advisor for long term consulting in establishing a successful employee benefits program, inclusive of appropriate coverage, cost control, contribution strategies, plan design, and ancillary products.


Account Executive

A seasoned insurance veteran brings the unique perspective of having consulted hundreds of benefits programs for employers of all sizes and has valuable working relationships with carrier representatives.


Account Manager

A licensed Account Manager assists with the daily administration of the employee benefits package. Areas of assistance include, but are not limited to, claims support, general questions on policy and procedure, billing inquiries and transaction processing.


Implementation Specialist

An Implementation Specialist works with the client and account manager to ensure new clients get on board properly and are maximizing our client resources and services for the most positive customer service experience.


Technology Specialist

Our Technology Specialist provides demonstrations and in-depth training on our online enrollment and benefits administration system, client portal, and our HR Advisory solution.


Benefits Counsel

Our on-staff counsel monitors industry changes, legislative news, and health care reform requirements to prepare useful communication bulletins that help simplify these complicated issues for our clients.


Ancillary & Specialty Advisor

An ancillary expert will educate the client on how to best complete the employee benefits program through employer sponsored and/or voluntary products and then will take the lead on negotiating and securing the desired plans.


Disability & TDB Advisor

Considered the premium DBL agent in NY and NJ, our staff can access up to 18 carriers and specializes in competitive pricing, administration, and servicing of state mandated disability plans across all statutory states.