Jeff joined our team in 2016 to grow the Group Ancillary Division. He is responsible for managing the department that supports your group dental, disability, life, vision and worksite sales needs.
Prior to joining Alera GA, Jeff was a Group Representative for Guardian Life, where he had worked for 25 years building strong broker relationships in Western Pennsylvania and West Virginia.
Jeff holds a BS in Marketing from Florida State University, and has continued his education throughout his career through the American College, earning the CLU, ChFC, RHU and REBC designations.
Outside the office Jeff and his wife love to travel both domestically and internationally. Jeff is also a cyclist, competing in the many masters/amateur races around the region.
As Senior Vice President, Julie leads AIA, Alera Group’s Broker Solutions division. She is responsible for communicating our industry-leading portfolio of resources and incomparable service platform to new and existing broker partners. Julie leads our efforts in ensuring that all brokers, agents, and consultants in our service area understand the value that we bring to the marketplace through unmatched analytical strategies, technology, HR and compliance expertise, PPACA consulting services, and superior vendor partnerships. Additionally, she works directly with our broker partners and their clients on renewal and sales strategies.
Julie previously served as a Benefits Consultant with a local Association for 5 years selling and servicing Health, Life and Dental insurance to the association members. In that role, Julie was also responsible for training, sales development, and quoting while managing carrier relationships on behalf of the association members.
Julie is a licensed Practical Nurse and a licensed Life, Accident and Health agent.
Jonathan (JB) joined our team in January of 2022 as the Director of Ancillary and Worksite Benefits.
His professional background includes 15+ years of carrier, broker, and client experience. In his prior roles, he directed strategy, technology, engagement, and enrollment both internally and externally at the brokerage.
In his home life, JB loves to spend time with his family including his wife Sara, two kiddos, a Yorkipoo, and a cat. He enjoys backpacking, traveling, photography, and watches. JB and Sara are always ready to find a new restaurant or adventure in Pittsburgh to experience as a family.
He holds a degree from Penn State and is licensed in PA with Life, Health and Annuities. JB has the following industry designations; GBDS (Group Benefits Disability Specialist), BAM (Benefits Account Manager), VBS (Voluntary Benefits Specialist), AHIP Medicare Certificate.
Arlene joined our team in 2016. Prior to joining the team, she worked at USAA in Tampa, FL for three years as an Insurance Specialist, serving and issuing new Personal Lines Property and Casualty Products.
She holds a BS in Business Administration with a minor in Marketing & Management from the University of Southern Florida. Being new to the Pittsburgh area, during her free time she enjoys discovering western PA with her husband, Ryan.
Nancy joined Alera Group in January 2023. Her main focus is on growing and supporting Medicare and Individual clients. Prior to joining Alera, Nancy was founder and owner of Blue Peak Insurance, an independent insurance agency offering a complete line of health, life, disability and long-term care products to individuals, families and small groups in Pennsylvania, Ohio and West Virginia.
She has her master’s degree in clinical social work, which helps her to advocate, support and educate her clients.
Outside of the office, she and her husband, John, enjoy exercising, traveling, and spending time with their three sons and their families.
Ben serves as an Account Coordinator in AIA, Alera Group’s Broker Solutions division. He is responsible for quoting, enrollment, submissions, and delivering superior service to our broker clients. Ben is known to be a creative, collaborative, and a flexible team-player
Ben’s 16 years of previous military administrative service brings tremendous value to the AIA, Alera Group team and to our broker clients. His organization, focused attention, and resourcefulness assures that our clients’ expectations will be surpassed.
Outside of work, Ben enjoys spending time with his wife and two young daughters. He also invests in giving back to the community through charitable cycling events such as Ride to Recovery and the Hershey Chocolate Tour for Penn State cancer research. In addition, Ben stills serves our country in the Pennsylvania National Guard.
Ben holds a Resident Producer License in Health, Life, Accident and Fixed Annuities.
Beth arrived at AIA, Alera Group with the acquisition of Trilogy Group Benefits. She is an Account Manager working primarily with the small group market to facilitate annual renewals and also provide assistance with COBRA services. Beth has an extensive administrative background with a focus on human resources and customer service. She strives to deliver excellent customer service in a timely manner to ensure client satisfaction.
In her spare time, Beth is an enthusiastic fan of the Green Bay Packers and enjoys spending time with family, friends and her Pitbull rescue, Cooper.
Director of Broker Services
Chas Rowzer is a Senior Broker Account Manager at AIA, Alera Group, where she is responsible for servicing and assisting our top broker partners who are dedicated to the group market. Chas delivers extraordinary service, RFP strategy analysis, consultation, and manages carrier policy adherence for our broker partners. She is an expert in the self-funded market and a tremendous resource to our broker partners and consultants.
Chas has spent her entire professional career working in various positions in the health care market. For the majority of her career she worked for a local third-party administrator, as an account executive, servicing both small and large employer groups sold by brokers and consultants.
Chas is a licensed Life, Accident and Health agent and is currently pursuing her designation for Certified Employee Benefit Specialist. Chas also has an Associate's Degree as a paralegal.
Director of Marketing
Danielle is our Director of Marketing, and actively supports our company's growth and branding efforts by collaborating across all divisions at AIA, Alera Group. Danielle is creative, organized, serving, and adds a personal touch to all she does. She has served in a number of business development and marketing roles since 2009 which has added to the tremendous value she brings to our team.
Danielle holds a Bachelor of Science in Business Administration, (major in Marketing and minor in Economics) from Susquehanna University and holds a Pennsylvania Insurance Producer License for Life, Accident and Health. Outside of work, she enjoys spending time with her family and friends. You will often find Danielle helping others!
Diane is the Commissions Manager for AIA, Alera Group, where she is responsible for reconciling, auditing, tracking, and paying carrier commissions for our Employee Benefits and Broker Solutions divisions. She has a dedicated commitment and perseverance for finding missing commissions. Diane has found over $175,000 for our Broker partners!
Diane has worked at AIA, Alera Group for over 15 years and currently loves working remotely in Wake Forest, NC.
Evan Katz III
Account Manager, Broker Solutions
Evan is a Broker Account Manager at AIA, Alera Group, where he is responsible for servicing and assisting our broker partners who are dedicated to the group market. Evan delivers extraordinary service, RFP strategy analysis, consultation, and manages carrier policy adherence for our broker partners. He is an expert in the Small Group market as well as the Ancillary Vision market and a tremendous resource to our broker partners and consultants.
Evan has joined our team after working in various positions for at a large Medical Carrier. For the majority of his career he worked in Vision Sales and Service, Small Group Medical Sales and Service, Marketing, and Underwriting. He has experience serving both small and large employer groups as well as broker partners.
Evan is a licensed Life, Accident and Health agent and has a Bachelor of Arts Degree in Secondary Education. He enjoys time spent with his family and enjoys cricket, skiing and sports car racing.
Mandy is Senior Operations Account Manager for AIA, Alera Group’s Broker Solutions division. She is responsible for educating our Broker Solution team and our broker partners on carrier processes and guidelines to ensure that all technical and administrative platforms appropriately reflect accurate information. Mandy ensures the on-going training of the division, as well as manages value-added vendor partnerships and communication resources. She is critical to the success of our broker partners and is known to be a trusted and reliable resource.
Prior to joining the AIA, Alera group in 2010, Mandy worked at a local insurance consulting firm where she was responsible for the administrative services area. She supported the insurance carrier relationships and provided high-quality customer service. Mandy is a licensed Life, Accident and Health agent and also has a Paralegal Certificate.
Nicole is an Operations Account Associate for AIA, Alera Group’s Benefits division. She assists the Broker Solutions team with enrollments, changes, and inquiries. She also provides administrative support and coordination to our Employee Benefits and Medicare Solutions team. Nicole’s ambitious personality and work ethic allows her to consistently give the best quality of service to her teammates and our broker partners.
Nicole previously served a local insurance carrier as a Clinical Care Assistant and then an Enrollment Specialist for Medicare Managed Care. Her experience with customer service, accounting, resolving medical management issues, eligibility verification, and facilitating accurate claims processing has made her an excellent fit for our clients and team.
Nicole is a licensed Life, Accident and Health agent. Her experience is also enhanced by being a registered EFDA (Expanded Function Dental Assistant) and is Radiology Certified.
Sierra serves as a Senior Broker Manager for AIA, Alera Group's Broker Solutions division as well as the Employee Benefitâ€™s division. In this dual role, she is known to deliver outstanding customer service to our broker partners and clients through processing of new sales paperwork, renewal changes, proposal delivery, and issue resolution. Sierra also provides support to small-group clients and group administrators while assisting the Consultant on the strategic renewal process for these valuable clients.
Sierra believes in a collaborative approach to delivering the highest quality service to all those she interacts with on a daily basis. Her prior experience as a supervisor in the family medical field and a client support specialist in the insurance industry making her an exceptional resource for her clients. Sierraâ€™s experience is further enhanced by a Bachelor of Science in Nursing degree from Messiah College and holding a Resident Producer License in Health, Life, Accident and Fixed Annuities.
Director of Strategic Partnerships
Stacy is the Director of Strategic Partnerships at AIA, Alera Group. With over a decade of healthcare expertise. Stacy’s focus is working with mid to large sized employers to think differently about the way they approach their benefits strategy and employee expertise.. In her role with AIA, Alera Group, she works closely with our marketing department to ensure clients and prospective clients have a top-notch experience with our firm.
Stacy is an active member in the Central PA Community. Stacy currently serves as the President of the Central PA Association of Health Underwriters, is a member of Rotary Club of Harrisburg, and serves on the Human Resources Committee for the United Cerebral Palsy of Central PA Board. She attended Harrisburg Area Community College and holds a Resident Producer License in Health, Life, Accident and Fixed Annuities.
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