PROVIDER GROUP - Key Persons

Job Titles:

• Director of Employee Benefits
• MHP Director of Employee Benefits

Jamie has 25 years of experience in employee benefits planning, and leads Provider Group's Employee Benefits Practice. He works with businesses and non-profit organizations to develop a variety of traditional and non-traditional ways to approach employee benefits. He specializes in complete evaluation of employee benefits and all the component pieces that are affected by the insurance products. This entails looking at insurance, compliance, technology, and human resources and the relationship they all have to each other. Jamie's hands-on approach when working with clients has set him apart from most others in his field. His ability to look at each individual client, assess their weaknesses and strengths, and then compile a long term strategy to help them achieve their goals is why he has a 96% retention rate with his clients. Jamie is a frequent speaker about Affordable Care Act (ACA) compliance, state regulatory changes, and federal regulatory topics and is a trusted expert in his field. Among other committees, he serves as a member of the Rhode Island Business Healthcare Advisors Council, is a Member of the HealthSource Advisory Board, as well as a member of the Small Business Insurance Group. He serves in a Broker / Advisory role with most of the regional health insurance carriers. He is a graduate of Rhode Island College with a Bachelor of Arts degree, specializing in secondary education. He has both his Health insurance Associate (HIA) and Managed Healthcare Professional Insurance (MHP) designations and is currently a candidate for the Certified Employee Benefit Specialist program.

Job Titles:

• CIC Director, Private Client Group
• Director, Private Client Group

Kerry brings twenty years of experience to the firm working with high net worth and ultra high net worth individuals, families and their wealth management advisors. In addition to working in the area of personal risk management, Kerry's strengths lie in her product expertise and best in class personal service to high net worth clientele. Kerry began her insurance career as a sales executive working with personal lines products. She has also held the position of Senior Account Executive with one of the largest global professional services firms in the United States as well as the Director of the Private Client Group for a large privately held local brokerage. In addition to attending the University of Massachusetts, Kerry holds a Massachusetts broker's license as well as the professional designation of Certified Insurance Counselor. She is an active member of the Boston Estate Planning Council and the Family Firm Institute.

Job Titles:

• Director of Business Development
• CIC Director of Business Development
• Director of Business Development for the Commercial Lines

Patrick the Director of Business Development for the Commercial Lines group. He is a Certified Insurance Counselor (CIC) and works with clients to design and implement commercial insurance risk management strategies. He gains a comprehensive understanding of each client's risk management needs through a series of consultations, and by applying his broad industry knowledge. This forms the basis for the risk management plan which is tailored to the client's specific industry and business challenges. In addition, he consults with clients on Workers' Compensation, Safety Training and other risk management tools. Patrick helps clients improve their bottom line while ensuring that their risk is properly managed. Patrick has over 20 years of experience in the insurance industry, and significant expertise working with clients in the manufacturing & distribution, construction, non-profit, and energy sectors. He has experience in three facets of the business - claims, underwriting and sales, on both the agency and company side. Patrick is active with Big Brothers Big Sisters of the Ocean State, the American Cancer Society, MentorRI, San Miguel School and Children's Friend & Services. He also coaches football, baseball and hockey. Patrick is a graduate of Assumption College in Worcester, MA with a Bachelor's degree in business.

Job Titles:

• CEO
• President
• CIC President & CEO

Bill joined Provider Group in 2001, and has 30 years of experience providing risk management services to businesses and individuals throughout New England. Since 2009, he has served as President & CEO of Provider Group. Bill leads the strategic direction of the firm and his responsibilities at Provider have included overseeing sales, marketing, client services, and agency operations. With expertise in commercial insurance, property and casualty, and risk management strategy, Bill's area of focus is on manufacturers, distributors, wholesalers, social service organizations and financial services firms. He works with clients to lower their total cost of risk by employing strategies such as loss control and risk management, safety training, and claims management. Bill is a Certified Insurance Counselor (CIC), and also advises high net worth individuals, ensuring that their assets are protected. Throughout Bill's career he has held a variety of management positions, which enables him to view things from the business owner's perspective, and understand the challenges that business owners face on a day to day basis. Bill is on the Board of Directors of Needham Bank and has served on the Board of Governors at Wellesley Country Club. He has also served as President of Wellesley Youth Hockey, is a long-time lacrosse and youth baseball coach, and served on various town and school committees addressing recreation related issues. Bill is a member of the Independent Insurance Agents and Brokers of America and the Associated Risk Managers of MA. He is a graduate of the University of New Hampshire with a Bachelor of Science degree, and received his Master of Business Administration degree from Babson College.