1 KELLY WAY - Key Persons
Job Titles:
- Time & Labor Management Solutions Consultant
Job Titles:
- Director of the Kelly Benefits Strategies Plan Management Team
- Director, Plan Management
Alison serves as Director of the Kelly Benefits Strategies Plan Management Team, which produces detailed claims analysis, benchmarking and demographic reporting for KBS' self-funded clients.
Job Titles:
- Vice President, Client Engagement
Amy Glorioso joined Kelly Benefits Payroll in 2022 with nearly 30 years of experience in the payroll industry. In her current role as Vice President of Client Engagement, Amy is responsible for ensuring that all payrolls are delivered timely and accurately as well as team development and client retention. Using her expertise in payroll procedures, best practices and compliance, she also is tasked with identifying and implementing process improvement and enhancements that ensure the best experience possible for clients.
Amy received a Bachelor of Science degree in Business Administration, Management and Operations from Towson University. She also earned Certified Payroll Professional designation from the American Payroll Association, which verifies mastery of payroll knowledge, skills, and abilities and is recognized by the payroll industry as the gold standard in payroll certification.
Amy is married with two sons. The family resides in Perry Hall, Maryland.
Job Titles:
- Vice President, Analytics
Amy's role as Vice President of Analytics for Kelly Benefits Strategies (KBS) is to develop medical, pharmaceutical, and other detailed, meaningful benefit data patterns that are useful to large, self-funded clients. Amy brings over 25 years of expertise to KBS, working in account management and consulting in both the consulting/broker world as well as with some of the region's leading carriers and vendors.
Prior to this role, Amy served as a Senior Account Manager overseeing the comprehensive management of the day-to-day activities of some of KBS' largest corporate clients relating to their employee benefits. Amy began her career working for several carriers (medical, dental and administrative partners) providing account management services. Amy's extensive experience in the industry allows her to provide superior service and a clear understanding of client needs.
Amy graduated with a Bachelor of Arts degree from Penn State University and currently resides in Mt. Airy, Maryland with her husband and children.
Job Titles:
- Manager of Payroll Services for Kelly Benefits Payroll
- Manager, Payroll Account Services
Anne Cronan serves as Manager of Payroll Services for Kelly Benefits Payroll. Anne's expertise in payroll, management and customer service, combined with more than 30 years of industry experience, enable her to effectively train her team of representatives so they can best serve clients with excellence and ensure all payrolls run smoothly and are processed timely. Anne also works closely with clients on escalated issues to ensure their needs are met and assists Kelly Benefits Payroll's Audit and Tax teams on SOC requests/audits and limits.
Prior to joining Kelly Benefits Payroll in 2018, Anne served as a Pharmacy Administrator at Church Hospital for nine years, Payroll Manager at Payce Payroll for 12 years, Payroll Lead at Mid-Atlantic Health Care for five years and Payroll Manager at Brinton Woods for nearly two years. She keeps up to date on industry news and payroll products by regularly completing various training courses.
Job Titles:
- Director of Account Management & Senior Account Manager
Bert began his career at Kelly Benefits during the summer and winter months of 2011 as an intern in the Enrollment Reconciliation Department of Kelly Benefits Advantage (KBA). After graduating from college in 2012, he took on a full-time position in the same department. In the fall of 2014, Bert's knowledge and experience positioned him well to transition to the KBS team as an Account Manager and then a Senior Account Manager in 2017. Prior to working for KBS, Bert did private contracting and construction work with a small company.
Bert graduated from Washington College with a bachelor's degree in Economics and a minor in Business Management. Bert is a Licensed Health and Life Producer. In 2017, Bert earned a certification as a personal trainer. In addition to training at the gym, Bert spends his free time traveling and playing club volleyball with friends.
Bert currently resides in Baltimore, Maryland.
Job Titles:
- Senior Consultant
- Vice President, Business Development
Brian Hubbard joined Kelly Benefits in 1998 after graduating with a Business degree in Marketing from Michigan State University. For more than 20 years, he served as a Senior Consultant with Kelly Benefits Strategies (KBS) before being promoted to oversee its Business Development team. Today, his responsibilities include sales and production, strengthening the Kelly Benefits brand in the marketplace, and expanding relationships with new and existing clients. His role includes oversight of the business development efforts of KBS and its practice groups, KBS Executive and Kelly Benefits Advisory.
Brian currently serves on the boards of the Greater Maryland Better Business Bureau, Leadership-Baltimore County, Fellowship of Christian Athletes Lacrosse and Fellowship of Christian Athletes Maryland, and Governor appointee to the Consumer Council Board. He is also a committed volunteer in the community where he has coached youth soccer, basketball, and lacrosse for more than 20 years.
Brian and his wife, Juliet, live in Lutherville, Maryland with their two children, Leanna and Jacob.
Job Titles:
- Senior Vice President
- Senior Vice President of Kelly Benefits Payroll
Brian Pfeifer serves as Senior Vice President of Kelly Benefits Payroll, where he is responsible for working with other members of Kelly Benefits' leadership team to establish and execute short- and long-range goals as well as strategies, plans and policies for the organization. Brian also oversees day-to-day Kelly Benefits Payroll operations while ensuring excellence in client service and retention, employee engagement, and achievement of new business and financial goals. With more than 25 years of industry experience, Brian's leadership, knowledge and expertise in relationship management help him and his team deliver a remarkable client experience.
Prior to joining Kelly Benefits Payroll in 2021, Brian served as Vice President of Business Development and Sales for Deluxe Payroll for 20 years, where he was responsible for all revenue-generating initiatives as well as structuring and negotiation of all business development initiatives. He also served as Vice President of Strategic Planning and Business Development for Amerix Corporation, leading his business unit in the analysis of investment strategies, market due diligence, product development and business/marketing strategy execution.
Brian received a Bachelor of Science degree from Towson University as well as a Master of Science degree from the Johns Hopkins Carey Business School. He has four grown sons and currently resides in Bel Air, Maryland with his wife of 35 years.
With more than 35 years of experience in the employee benefits industry, Bruce Mitchell joined Kelly Benefits Strategies (KBS) in 2017. Bruce focuses on strategic client support and project leadership for some of Kelly Benefits' largest clients.
Prior to joining Kelly Benefits, Bruce was a senior member of the consulting team at Aon Hewitt (formerly Aon Consulting) for 20 years. Before that, Bruce was principal at Mercer. In those roles, Bruce led consulting engagements with large self-funded clients like CSC (now Perspecta) and Hilton Worldwide.
Throughout his career, Bruce has specialized in the development of benefit strategies and plan designs to ensure his clients implement the best programs to support their organization's culture, business goals and risk tolerance. Early in his career, he helped pioneer flexible benefit plans, implementing a program at one of Maryland's largest public school systems, which was also one of the first flex programs incorporated into a collective bargaining agreement.
Bruce holds Certified Employee Benefit Specialist (CEBS) designation and has previously served as a CEBS instructor at Towson University. He is a graduate of Leadership Baltimore County and sits on the board of The Community Law Center. Bruce earned a Bachelor of Arts degree from The Johns Hopkins University. He resides in Sparks, Maryland with his wife Lisa, an artist.
Job Titles:
- Executive Vice President
- Head
Bryan Kelly is Executive Vice President of Kelly Benefits and Kelly Benefits Advantage (KBA), which is a division of Kelly & Associates Insurance Group. He serves as a leader of the KBA Broker Sales Team. Some of his responsibilities include recruiting new brokers, managing sales results and representing Kelly Benefits at industry association events.
Bryan began his career at Kelly Benefits in 1991 as a direct sales agent. In 1994, he shifted his attention to the wholesale and brokerage side of the business with the establishment of the Kelly Benefits Advantage division. Under his direction, KBA Broker Sales has experienced tremendous growth.
As an active participant in the insurance industry, Bryan has worked with both the Baltimore and Maryland Association of Health Underwriters (BAHU/MAHU), to support various industry initiatives.
In addition to his responsibilities at Kelly Benefits, Bryan is head coach of the varsity lacrosse team at Calvert Hall College High School, a post he has held since 1996. He has been named Coach of the Year six times-in 1996; in 2003, when Calvert Hall won its first Maryland Interscholastic Athletic Association's ‘A' Conference (MIAA) lacrosse championship; in 2012 when he led the team to its second championship as well as after winning conference titles in 2017-while also being named ALL-USA Boys Coach of the Year by USA Today-in 2018 and in 2019 for an unprecedented three straight championships and Calvert Hall's fifth MIAA title, the most by any program since the league's inception.
As a long-time Maryland resident, Bryan participates in many civic, community and charitable activities. He currently serves on the Board of Directors of the Michael R. Breschi Scholarship Foundation as well as Cristo Rey, a Jesuit high school in Baltimore City, which seeks to transform the lives of children from disadvantaged families and prepare them for college, work and life.
A 1991 graduate of The University of North Carolina at Chapel Hill, where he earned a Bachelor of Arts degree in political science, Bryan was also an Honorable Mention All-American defenseman on UNC's undefeated 1991 National Championship lacrosse team. Bryan and his wife, Heidi, live in Towson, Maryland and have five sons, Jacob, Daniel, Joshua, Caleb and Eli.
Job Titles:
- Director
- Senior Account Manager
Job Titles:
- Senior Consultant
- Vice President
- Board Member of the Baltimore Association of Health Underwriters
Cheri Wheeler brings more than 30 years of experience in the insurance industry to her role as Vice President & Senior Consultant for Kelly Benefits Strategies (KBS), where she serves as the chief strategist and consultant on several of Kelly Benefits' premier Large Group accounts.
Cheri's clients view her as their key resource for strategic planning and management of their employee benefit plans. Her areas of specialization include self-funded medical plans, pharmacy benefit management, employee engagement, wellness, compliance and contract review. Cheri is also responsible for the evaluation, implementation and ongoing effectiveness of all of Kelly Benefits' services including technology, client integration, communications, plan management reporting and enhanced benefits.
A key contributor to the KBS Account Management team, Cheri has experience working with clients of all sizes, specializing in large groups. Most notably, she serves the University of Maryland Medical System, which has upwards of 20,000 lives. Apart from her consulting role, she also gives back to the team by serving as a mentor to junior staff members.
Cheri brings a well-rounded career perspective to health and welfare consulting. Prior to joining KBS, Cheri worked for a claims-paying Third Party Administrator and for Blue Cross Blue Shield. Her prior experience and industry knowledge proves invaluable to the clients she serves.
In 2018, Cheri was awarded Cigna Mid-Atlantic's Kay Moran Memorial Award. The award is presented annually by Cigna to a female consultant whose core values include partnership, commitment, honesty, fairness, compassion and customer focus.
Cheri has served as a board member of the Baltimore Association of Health Underwriters. She has also served on the Ashland Presbyterian Church Board of Deacons, was Fundraising Chair for the Dulaney High School Marching Band Boosters and most recently, has served on event committees at Stella Maris to raise money to support their long-term care residents.
Cheri holds a Bachelor of Science degree in Psychology from Hobart/William Smith Colleges in Geneva, New York. Residing in Cockeysville, Maryland, Cheri and her husband are soon to be empty nesters. They hope to spend more time playing golf and traveling.
Chris Carroll is now in his fourteenth year with Kelly Benefits Strategies in New Business Development. His responsibilities include sales and production, strengthening the Kelly Benefits brand in the marketplace, and expanding relationships with both new and existing clients.
Chris's career in the employee benefits industry began in 2002 with a third-party administrator and self-funded medical plans. Chris then worked for an independent insurance broker in the Washington, D.C. area before joining KBS. Chris has significant industry experience with health care companies, senior care and nursing homes, government contractors, cybersecurity firms, and technology companies.
Chris holds a Bachelor of Arts degree from Miami University in Ohio. He serves as a member of the Advisory Board for the Center for Hope (formerly Baltimore Child Abuse Center) and remains very active in his community. Chris has taken a leadership role with Kelly Benefits' sponsorship of the Ernst & Young Entrepreneur of the Year Awards program. He is also active in DC SHRM as a volunteer and in the sponsorship of their events throughout the year. He enjoys spending time with family and friends, reading, playing golf, attending Baltimore Orioles baseball games, and traveling.
Chris currently resides in Baltimore, Maryland with his wife, son and daughter.
Job Titles:
- Account Executive
- Project Manager
As Account Executive & Project Manager for Kelly Benefits Strategies (KBS), Chris Holt serves on the Business Development Team, helping grow KBS' customer base as well as providing ongoing relationship management to current client partners. In addition, he plays a key role in the project management and execution of strategic initiatives for all of KBS, including its Kelly Benefits University educational series, which educates Human Resources professionals and business leaders on trends and hot topics in employee benefits.
Chris first joined KBS during the summer of 2019 through Kelly Benefits' college internship program. Upon graduation, he served at T. Rowe Price as a Financial Representative before rejoining KBS full-time in 2021 as an account manager for the Mid-Market Team. He transitioned to his current role shortly thereafter, where he now serves all market sizes within KBS. Chris' continuously expanding benefits knowledgebase enables him to evaluate and recognize the needs of both prospective and current clients to identify and advise the best benefits offerings for their business and employees.
Chris graduated cum laude with a bachelor's degree in Business Administration from the University of North Carolina Wilmington. He currently holds a State of Maryland insurance license.
Outside of KBS, Chris enjoys cheering on Baltimore's sports teams and participating in outdoor sports, especially boating and fishing. He currently resides in Baltimore, Maryland in the Canton neighborhood.
Job Titles:
- Vice President, Small Group & Individual Business
As Vice President of Small Group and Individual Business for Kelly Benefits Advantage (KBA), Christie Opitz leads her marketing teams in supporting the growth and retention of Kelly Benefits' broker business. In addition, she is responsible for the Kelly Benefits Quoting Portal on KTBSonline for small group medical quotes as well as ancillary quoting.
With years of experience and expertise, Christie also oversees the Individual Market by assisting brokers in getting individual members set up and enrolled in coverage. She is also in charge of all incoming and internal Brokers of Record and Block Transfers as well as Kelly Benefits' medical and ancillary small group business, which is responsible for getting new and renewing cases ready for implementation.
Christie began her career at Kelly Benefits in the Credit and Collections Department in 2000. Since then, she has gained expertise in Small Group Ancillary, Small Group Quoting and the Individual Market working as a Proposal Analyst, Manager and now Vice President for KBA.
Outside of KBA, Christie holds a Maryland Life and Health Insurance License. She is also an active board member for CareFirst's Consumer Direct Broker Advisory Committee. Christie's time as a board member has allowed her to gain vital knowledge into the support and guidance that brokers need to be successful in today's market.
Christie resides in Bel Air, Maryland with her husband, Jeff, and their four children.
Job Titles:
- Member of the Dorchester County Young Life Committee
- Vice President, Plan Management
Cindy Kelly has nearly 30 years of experience in third-party benefits administration, specializing in data analytics and plan management reporting. She currently serves as the Vice President of Plan Management for Kelly Benefits Strategies (KBS), specializing in Plan Management Reporting for all Kelly Benefits self-funded clients. In this role, she also oversees benchmark reporting for all KBS accounts and tracking specific stop-loss filings for Kelly Benefits' self-funded accounts.
Cindy works to continually review current reporting and strategizes on new reporting initiatives. She recently led an initiative to design and implement reporting utilizing Tableau software as well as helped implement and integrate new data analytics tools into Kelly Benefits Advantage (KBA) to create robust reporting for clients on key data benefit patterns.
Cindy graduated from Messiah College, a private, Christian liberal arts and applied arts and sciences college near Harrisburg, Pennsylvania.
Outside of KBS, Cindy is a member of the Dorchester County Young Life Committee, which builds bridges of friendship with adolescents on Maryland's Eastern Shore. Cindy also participates in programs sponsored by Bond Servants, a non-profit that reaches out to students in the Dorchester public school system, and is President of the Board of Managers for Lykens Valley Camp meeting, an inter-denominational association and camp meeting, in Elizabethville, Pennsylvania.
Job Titles:
- Benefits Executive
- Chief Financial & Compliance Officer
Craig Horner joined the Kelly Benefits Executive Leadership Team as Chief Financial and Compliance Officer in May 2009. His prior experience includes more than 13 years as Chief Financial Officer of a large regional Maryland-based insurance broker and seven years in public accounting at what is currently known as PricewaterhouseCoopers. Craig oversees all finance, accounting, human resources and compliance aspects of the Kelly Benefits businesses.
Craig graduated cum laude from the University of Baltimore with a Bachelor of Science degree in accounting and is an active CPA. Throughout his career he has been focused on continuing his professional development, including attending the Wharton Executive Development Program at University of Pennsylvania and the Commonfund Endowment Institute at Yale University. He is a member of the Financial Executives International, the American Institute of Certified Public Accountants, and the Maryland Association of Certified Public Accountants.
Craig is an active member of his community. He currently serves as the Chair of the Investment Committee for the Keswick Foundation, a member of the Finance Council at Church of the Nativity and advisory board member to the Rebuilt Parish Association. His past service includes time as Chair and Board member of the Baltimore Chapter of Financial Executives International, Chair of Keswick Foundation, Chair and board member of Keswick MultiCare Center, an investment committee member of the Society of St. Sulpice and Finance Committee member of United Way of Central Maryland.
Craig and his wife, Kelly, reside in Lutherville, Maryland with their three children, Kelsey, Taylor and CJ, who are all active members of Church of the Nativity.
Job Titles:
- Senior Consultant
- KBS in 2007 As an Account Manager
- Senior Consultant for Kelly Benefits Strategies
Danielle Ortman is a Senior Consultant for Kelly Benefits Strategies (KBS). In this role, she works with clients to create short- and long-term benefit strategies so that her clients can have the most competitive benefits package possible. Danielle keeps informed of ever-changing benefits trends, funding strategies, benefits compliance issues and legislation as well as works with clients to make sure they have a good understanding of what is available to them and their employer repsonsibilities. She also provides exceptional customer service by escalating and helping resolve any issues her clients may have to the appropriate carrier or Kelly Benefits representative.
Danielle joined KBS in 2007 as an Account Manager and was promoted to Senior Account Manager in 2012, later becoming a Senior Consultant in 2017. Prior to Kelly Benefits, Danielle worked at Group Benefits Services (GBS) in a broker support role. Since the beginning of her career in 2005, Danielle has gained expertise in a variety of essential areas such as medical, dental, vision, life, and disability benefits, underwriting, compliance, and consumer-driven health.
Danielle graduated from Towson University in 2005 with a bachelor's degree in Business Administration and Marketing. She currently holds a life and health insurance producer license.
Outside of KBS, Danielle volunteers at Lab Rescue LRCP, an organization that rescues, fosters and places homeless, abused and/or abandoned Labrador Retrievers in the mid-Atlantic region. She loves being outdoors, is an avid boater, and enjoys spending time cruising and fishing along the Chesapeake Bay with friends and family.
Danielle resides in Middle River, Maryland with her husband, Jason, and Labrador Retriever, Maddy.
Job Titles:
- Vice President of Small Group Operations for Kelly Benefits Advantage
- Vice President, Small Group Operations
Danyell Amos is the Vice President of Small Group Operations for Kelly Benefits Advantage (KBA). In this role, she is responsible for overseeing the implementation of all Small Group business, including new and renewing clients and brokers of record.
Danyell has served in the health insurance industry for more than 20 years. Since first joining Kelly Benefits in 1998 as a receptionist, she has continually gained extensive expertise and organizational knowledge, which has led to promotions to various positions within KBA, including Individual Market Representative, Manager of Small Group Broker Sales, Manager of the Small Business Unit, Director of Implementation and most recently, Director of Dedicated Service. Her ability to manage large teams, superior organizational skills, customer focus and industry knowledge enables her to ensure all implementations are handled with excellence.
Due to her expertise and knowledge of the 2-50 life market, Danyell was asked to create the underwriting manual for Maryland's Small Business Health Options Program (SHOP), which helps small businesses and nonprofit organizations provide health insurance coverage to their employees through the Maryland Health Benefit Exchange.
Danyell and her husband, John, have been married for more than 20 years. They have two children, Tyler, and Helana, as well as two dogs, Reds and Buddy. They currently reside in Parkton, Maryland where they enjoy walking the trails surrounding Prettyboy Reservoir Park.
Job Titles:
- Manager of Account Management & Account Manager
Darby DeCarlo is responsible for retaining and renewing Kelly Benefits Strategies clients in the mid-market segment. In addition, she manages her clients' day-to-day needs and serves as an extension of their human resources teams, ensuring the seamless fulfillment of their unique benefit needs.
Darby's expertise in building relationships and the management of timelines and processes also enables her to oversee the mid-market account management team and assist in the development and implementation of training to further their ability to serve clients with excellence.
Darby first joined Kelly Benefits Strategies in 2016 through the summer internship program. In 2018, she returned to KBS to assume a full-time role upon graduation from the University of South Carolina where she double majored in Finance and Risk Management & Insurance. She currently holds a Maryland Life & Health insurance license.
Job Titles:
- Account Executive
- Chief Organizational Officer of Kelly & Associates Insurance Group
- Chief Organizational Officer, Kelly Benefits / President, Kelly Benefits Payroll & Kelly Benefits Advantage
David Kelly is the Chief Organizational Officer of Kelly & Associates Insurance Group, Kelly & Associates Financial Services (Kelly Benefits Payroll), Kelly Benefits Exchange and Kelly Integral Solutions, collectively known as Kelly Benefits, and a member of Kelly Benefits' Senior Leadership Team. He is a seasoned benefit services professional. His rare balance of strategic insight, operational expertise and sales/marketing savvy has allowed him to become a driving force behind the successful growth of Kelly Benefits.
David is also President of Kelly Benefits Payroll and Kelly Benefits Advantage. In addition to these responsibilities, David directs the business acquisition and facility management activities for Kelly Benefits.
A native of Baltimore, Maryland, David attended The University of North Carolina at Chapel Hill, where he played on the 1986 NCAA National Championship lacrosse team. He lettered all four years in lacrosse for the Tar Heels and received a Bachelor of Arts degree in political science. David obtained his health and life insurance license in 1984. While attending college, he worked in the summers as a sales representative for Kelly Benefits.
Upon graduating in 1989, David joined Kelly Benefits full-time, with the responsibility of growing the firm's property and casualty insurance agency. In 1991, the agency was sold to allow Kelly Benefits to focus on becoming a premier benefits broker/administrator. To ensure the smooth transition of the agency, David was named President of the new corporation, Kelly-Murray Insurance Group, with offices in Pennsylvania and Maryland. Upon returning to Kelly Benefits in 1994, David assumed responsibility for sales and marketing within Kelly Benefits Strategies.
As a widely respected benefit professional, David has provided guidance to both privately and publicly held companies, including Fortune 500 companies. He has a proven track record of developing innovative benefit solutions, as well as identifying opportunities for cost reduction within benefit programs.
David is active within the community and has served or serves on many non-profit boards, including River Valley Ranch, SENT Network, Penn-Marr Foundation, Stevenson University and Cambridge School. He is a previous member of the University of Maryland St. Joseph Medical Center Board of Directors as well as the Shock Trauma Board of Visitors. He is also the past president of the Board of the Dyslexia Tutoring Program, which helps children from lower-income families overcome reading difficulties. David also helped establish and is a Board member of the Troy Vance Foundation, which presents a scholarship each year to a graduating senior at Loyola High School.
David and his wife, Melissa, have six children, David Jr., Patrick, Timothy, Caroline, Eyasu and Gibitu. David spends much of his leisure time coaching his children in soccer, basketball and lacrosse. The family lives in Timonium, Maryland.
Job Titles:
- Vice President of Underwriting for Kelly Benefits Strategies
- Vice President, Underwriting
David Esmond is the Vice President of Underwriting for Kelly Benefits Strategies (KBS). In this role, David leads the organization's underwriting team, working with KBS' partner carriers to deliver cost-effective solutions for their employee health plan needs. The underwriting team handles the RFP process for large group accounts for both the in-house brokerage (KBS) as well as outside brokers served through Kelly Benefits Advantage (KBA). David also represents KBS in advancing and maintaining carrier and vendor relationships as well as developing risk management and cost-containment strategies for KBS clients. Within this role, he advises the KBS Consulting teams regarding client strategic risk, funding issues and identifying cost-effective solutions. David is a primary resource for brokers who seek education and counsel regarding self-funded health care plans.
David joined KBS in 2016, bringing nearly 30 years of experience in the industry. Prior to working for KBS, David spent 25 years at Meritain Health and its predecessor companies (Performax, CHF, HPM). During that time, David served as Vice President, leading the Plan Management department, eventually transitioning to a role in Underwriting as Vice President of Underwriting and leading a team of underwriters and support staff.
David holds a bachelor's degree in Finance from The Pennsylvania State University and a Master of Business Administration degree in Finance from Temple University. David is an NCAA baseball umpire as well as a Maryland state-certified high school and youth sports official in football, baseball and basketball. He is a member of the NCAA, International Association of Approved Basketball Officials (IAABO) Board #244, Champion Officials Group and Mid-Atlantic Officials (MAC). He is also an active volunteer with several lupus-related charities.
David resides in Eldersburg, Maryland with his two sons, Gus and Jake.
Job Titles:
- Manager, Onboarding & Implementation
Diana Rawlings serves as Sales Enablement Manager, responsible for working collaboratively with Kelly Benefits Payroll's sales team and supporting their efforts by providing access to the appropriate tools, resources, processes and technology needed to maximize their sales results and productivity.
Diana's more than 23 years of industry experience as well as expertise in payroll sales development, implementation, and payroll-related human resource products and services enable her to empower sales professionals and provide them with an extra layer of knowledge and skills that allow prospective clients to have total confidence in their Kelly Benefits Payroll team. Diana achieves this by providing guidance and coaching on fostering long-term client relationships as well as education on tools that help clients stay ahead of their growth goals. She also assists with the creation, development and deployment of product training to further the sales and service teams' ability to stay competitive in today's market.
Prior to joining Kelly Benefits Payroll in 2021, Diana served in various roles with leading payroll organizations, most recently in new business development at Deluxe Payroll. Outside of the office, she enjoys volunteering, continuing education, audio books and taking family vacations with her spouse and two children. Diana currently resides in Jarrettsville, Maryland.
Job Titles:
- Data Analytics Project Manager
Job Titles:
- Client Onboarding Specialist
Job Titles:
- Senior Consultant
- Strategies As a Lead Consultant and Senior Account Executive
Gene Bateman joined Kelly Benefits Strategies as a Lead Consultant and Senior Account Executive in December 2011. Through a deep understanding of each client's unique employee and business needs, Gene leverages his expertise in the ever-changing and heavily regulated group benefits marketplace in order to help his clients recruit and retain the most desirable employees.
Gene has broad experience with companies of all sizes, with a specialty in large groups. His clients view him as their key resource for partnering on the creation, implementation, benchmarking, and funding of a cost-effective and financially transparent employee benefit plan. He works to help his clients drive down costs, understand health care, and integrate a plan into the overall strategic plan of their company.
In addition to owning his own brokerage firm for a number of years, Gene has 25 years of consulting experience, which includes roles as a sales consultant and strategic account manager.
Gene is a graduate of the University of Delaware with a degree in Finance and Economics. He is an active member of the Maryland Association of Health Underwriters and has also been active in Annapolis, participating in the lobbying efforts of the Health Insurance Buyers & Brokers Coalition of Maryland in support of employer-friendly legislation.
Job Titles:
- Director of Customer Care for Kelly Benefits Advantage
- Director, Customer Care
As Director of Customer Care for Kelly Benefits Advantage, George Welsh is responsible for overseeing all activities associated with Kelly Benefits' Customer Care Operations well as COBRA and Billing Production for Kelly Benefits Advantage (KBA). In this capacity, he is charged with providing strategic and operational leadership as well as the development of strong customer-focused teams, ensuring departmental tasks are completed accurately, timely and in accordance with Service Level Agreements and Standard Operating Procedures.
Prior to KBA, George served as Senior Actuarial Associate for a global Human Resources consulting firm, Vice President of Operations for a regional personal services company and, most recently, as Director of Client Relations for a national wellness company for 11 years.
George received a Bachelor of Science degree in Mathematics from the University of Maryland, College Park. He currently resides in Towson, Maryland with his wife, Donna, who serves as Data Analytics Project Manager for Kelly Benefits Strategies. George and Donna have two sons, Alec and Evan. In his free time, George enjoys spending time with family and friends, hiking, mountain biking, home renovation and the satisfaction gained from repairing broken things.
Job Titles:
- Benefits Compliance Manager
Job Titles:
- Senior Consultant
- Senior Consultant for Kelly Benefits Strategies
Heather Hall is a Senior Consultant for Kelly Benefits Strategies (KBS). In this role, she provides consulting, plan design and client strategy specifically for KBS' small group clients in Delaware and the surrounding areas. Heather has a diverse background within the health care industry and is skilled in leadership, education, people and project management, employee wellness and customer service. She has extensive experience in public speaking on numerous health and wellness topics and has designed and implemented wellness programs for clients nationwide.
Prior to joining the KBS team, Heather worked in preventive medicine for CardioKinetics for 18 years as a clinical physiologist providing cardiac rehabilitation, employee preventive health services and public safety health assessment programs. Additionally, as the Director of Corporate Operations, she developed and supervised the staffing and management of 10 wellness centers, including serving as the client relationship manager. Her role also encompassed business development and the marketing of corporate preventive health services where she played a critical part in significantly expanding their employee-based business. She also managed all personnel recruiting, hiring and onboarding, including administering benefits for the organization.
Heather was a key member of a team that was recognized both regionally and nationally for their work on a pilot study for the State of Delaware Healthy Rewards Program, which culminated in a National Innovation Award from the Council of State Governments. She was also appointed to serve on the Board of Directors for the New Castle County Chapter of the American Heart Association and additionally served on the Executive Leadership Team for the NCC American Heart Walk. She also served as an adjunct instructor at Delaware Technical and Community College where she developed and taught course curriculum and material for exercise science lecture and lab courses.
Heather graduated from West Chester University with a bachelor's degree in Health and Exercise Science and is currently working toward her MBA from Wilmington University. During her time at West Chester, she maintained academic honors while playing Division II Volleyball, where she served as team captain.
Serving others is a passion and a calling for Heather. She currently lives in Landenberg, Pennsylvania with her husband and three children. In her free time, she continues to play volleyball, enjoys coaching, running and reading.
Job Titles:
- Chairman
- Chief Executive Officer
- Co - Founder
Guided by his dedication to family, faith and community, The Honorable Francis X. Kelly Jr. has carved out an exemplary role in public service, business and civic involvement-a career grounded in his spiritual commitment to personal ethics and professional integrity.
A resident of Hunt Valley, Maryland, Frank and his wife, Janet, in 1976 founded a business in the basement of their Timonium home to assist owners of small companies acquire affordable health insurance benefits for their employees. Today, Kelly & Associates Insurance Group (KAIG) is one of Maryland's fastest growing privately held firms. It is the region's leading health insurance broker/administrator with approximately 10,000 corporate clients. The expanding enterprise (Kelly Benefits), now run by their four sons, includes other entities that provide payroll and retirement plan services and, together, Kelly Benefits now employs approximately 500 people at its Sparks and regional offices. Frank is the Chairman of KAIG.
He is a graduate of Villanova University, with a Bachelor of Science degree in economics, a major that has proved its value. In 1979, Frank won election to the Maryland State Senate representing the citizens of northern Baltimore County. It was the start of a 12-year tenure defined by leadership, effectiveness and compassion.
Senator Kelly sponsored Maryland's Spending Affordability Law, which created the Spending Affordability Committee in 1984 and has since saved taxpayers millions of dollars. He also supported legislation that helped create the University of Maryland Medical System (UMMS), the University System of Maryland and the upgrade and revamping of the Medevac helicopter fleet.
He worked closely with Dr. R Adams Cowley, the father of shock trauma, and was primary sponsor of the law creating the R Adams Cowley Shock Trauma Center. The Honorable Francis X. Kelly Distinguished Professorship in Trauma Surgery, the nation's first chair in trauma surgery, was named by The University of Maryland School of Medicine after Mr. Kelly in 2000. This professorship is held by Dr. Thomas M. Scalea, who is considered the finest trauma surgeon in the world.
In 1984, Senator Kelly was part of a team of legislators that helped pass legislation, signed into law by Governor Harry Hughes, that led to the successful separation of the financially challenged University of Maryland Hospital from the University of Maryland, creating the University of Maryland Medical System (UMMS). This private, not-for-profit entity is today a multibillion network of 13 hospitals that serves as a national model of stability, patient safety and medical innovation.
For the next 35 years following its founding, Senator Kelly continued his passion for and commitment to UMMS' success by serving in numerous board and committee roles. He served as chairman of the Shock Trauma Board of Visitors from its inception through 2019 as well as chairman of the Board of University of Maryland St. Joseph Medical Center, a role he assumed in 2012 and held for seven years. Mr. Kelly is also a former member of the University of Maryland Medical Center board.
Mr. Kelly has been a trusted adviser to governors of both parties and to other political and business leaders. He is such a driving force for positive change that two successive governors from different parties appointed him to the University System of Maryland Board of Regents where he served from 2005-2016.
In 1996, Frank was asked by Baltimore County Executive Dutch Ruppersberger to help revamp the Community College of Baltimore County. As board chair from 1996-2005, he consolidated three separate colleges (Catonsville, Essex and Dundalk) into a single, multi-campus institution that is thriving as the state's largest community college system. CCBC's Hunt Valley Center is named in his honor. Frank also served 14 years as vice chair of the Morgan State University Board of Regents from 1991-2005.
In 2011, Frank and Janet Kelly were named the Outstanding Philanthropists of the year by the Maryland Chapter of the Association of Fundraising Professionals. They also were honored by The Children's Guild, which named its Autism Center after them in 2012.
He is immediate past chair of the Cal Ripken, Sr. Foundation and remains on its board. He helped spearhead the $650 million capital campaign of the University System of Maryland, Baltimore; Shock Trauma's $160 million building campaign, and has been prominent in revitalizing the Calvert Hall College High School campus. Frank is also an active member at Caves Valley Golf Club where he sits on the Board of Directors.
In 2016, Frank was named an inaugural inductee in the Baltimore Sun's Maryland Business and Civic Hall of Fame as well as the Catholic Business Person of the Year by the Catholic Business Network of Baltimore. His other awards include: the University of Maryland St. Joseph Medical Center's "St. Joseph the Worker Award," the Calvert Hall President's Medal, first recipient of the Baltimore Association of Health Underwriters' "Person of the Year" award; the Maryland Association of Health Underwriters' Hall of Fame; the Maryland Motor Truck Association's "Man of the Year;" Stuart Macht Award for Business Excellence (Baltimore County government); Baltimore County Chamber of Commerce's Business Hall of Fame; the Chimes Hall of Fame; the Dyslexia Tutoring Foundation's "Man of the Year;" the American Trauma Society's Distinguished Achievement Award, and the Msgr. Bonner High School (Drexel Hill, PA) Hall of Fame. Frank Kelly has been recognized as one of the top 100 Irish business leaders in the United States by Irish America magazine.
In 2019, Surrender to Win, The Story of The Honorable Francis X. Kelly Jr. was published. Beginning on the stoops of Brooklyn, the book follows Frank's journey through marriage, raising a family, and the founding and continued growth of Kelly Benefits, to his service in the Maryland State Senate and beyond, all while sharing the experiences and simple principles that have guided his approach to life.
In 2021, Frank and Janet proudly celebrated their 61st wedding anniversary. It is a partnership dedicated to faith and family (22 grandchildren). All of their sons, Frank III, John, David and Bryan, work with their father at Kelly Benefits-a privilege for Frank and a formula for success that has taken the company to a level he never imagined.
Francis X. (Frank) Kelly III serves as CEO of Kelly & Associates Insurance Group, Kelly & Associates Financial Services (Kelly Benefits Payroll), Kelly Benefits Exchange and Kelly Integral Solutions-collectively known as Kelly Benefits.
Kelly Benefits has evolved into one of the nation's largest and fastest-growing providers of benefits administration and technology, broker and consulting services, payroll solutions and comprehensive tools and strategies to serve businesses of all sizes. Since Frank was named President in 1994, Kelly Benefits has grown from a corporate client base of 1,000 to more than 10,000. Annualized premiums and payroll administered and under management have risen from $20 million to over $4 billion.
Frank was an assistant football and lacrosse coach for many years at Calvert Hall College High School in Towson, Maryland and has coached youth teams in soccer, football, basketball, baseball and lacrosse. Frank and Gayle are the proud parents of Frankie and his wife, Acacia (and proud grandparents of their son Quin); Stephen and his wife, Caroline; Jacqueline Lee and Joseph Kim. They live in Lutherville, Maryland.
Job Titles:
- Member of Cornerstone Church PCA
- Vice President, Corporate Communications & Marketing
Jackie Heffner brings more than 20 years in communications, sales and marketing to her position as Vice President of Corporate Communications & Marketing for Kelly Benefits. In this role, she is responsible for leading Kelly Benefits' Corporate Communications and Marketing team in the development and execution of creative and strategic initiatives that drive organizational growth and deliver the best experience for clients, brokers, vendors and the People of Kelly Benefits.
Jackie's expertise in brand reputation, project and event management, team and partnership building, and community relations has helped her achieve significant results for the organization that align with its mission, vision and values. Previously serving as Kelly Benefits' Director of Corporate Communications & Marketing, Jackie was promoted to her current role in September 2021.
Prior to joining Kelly Benefits in 2015, Jackie served as Director of Marketing and Communications at Hamilton Insurance Agency in Fairfax, Virginia, where she was responsible for the creation, design and implementation of marketing and advertising strategies for a nationally recognized insurance brokerage. In her 14 years at Hamilton, she also held preceding positions in account management, licensing and sales support. Previously, she was a Consultant and Area Director for Limited Brands for seven years, co-managing several retail locations throughout Northern Virginia.
Jackie attended James Madison University in Harrisonburg, Virginia, where she was on the Dean's List and graduated with a Bachelor of Science degree in Psychology and Criminal Justice. She currently holds a Pennsylvania Life and Health insurance license.
Outside of Kelly Benefits, Jackie is a member of Cornerstone Church PCA in Manchester, Maryland, and enjoys autumn, football and spending time with friends and family. She shares three stepchildren and four grandchildren with her husband, Kevin. The couple reside in Hanover, Pennsylvania.
Job Titles:
- Director, EDI & Enrollment Processing
As Director of Electronic Data Interchange (EDI) and Enrollment Processing for Kelly Benefits Advantage (KBA), James Mackintosh oversees the day-to-day operations of the EDI, Enrollment and Reconciliation teams. In this role, he ensures timely and accurate end-to-end processing of eligibility from initial receipt of enrollment to outbound file transmissions to Kelly Benefits' carrier partners along with Kelly Benefits to carrier reconciliations. James is responsible for the processing of enrollment forms, both paper and web submissions, maintenance of EDI file transmissions, monthly reconciliations, and other related reporting needs.
In addition, James represents the EDI, Enrollment Processing and Reconciliation teams in weekly update meetings with Sales, Implementation and Technology as well as serves as a liaison between Kelly Benefits and new carrier partners.
James graduated from Stevenson University with a Bachelor of Science degree in Accounting. Prior to KBA, James gained experience with Grant Thornton LLP, St. Paul Companies (now Travelers Insurance) and Crawford Advisors LLC.
James started at Kelly Benefits in 2008 as a Large Group Administrator where he rose to Manager. He then transferred to EDI Development in 2015 to serve as Manager and was then promoted to his current role in 2018.
Outside of KBA, James likes to hike and enjoys vacationing in the mountains.
With his vast expertise in human resources, coaching and leadership, Jamie Danner's role as a Lead Consultant with Kelly Benefits Strategies (KBS) is to confer with clients on operational and strategic issues within Human Resources, specifically regarding benefits and how KBS can better meet their benefit needs.
Jamie obtained a Bachelor of Science degree in Leadership from the United States Military Academy at West Point. He served in the Army as a Platoon Leader and Helicopter Pilot for four years. In addition, he also earned a Master of Science degree in Human Resource Management Development from Chapman University.
Prior to working for KBS, Jamie spent 10 years with MBNA America as First Vice President and three years with Bank of America as a Vice President. He led call center operations in various departments within the bank and also served as a Leadership Development Leader.
Jamie is a member of Kelly Benefits' Leadership Development team which designs and implements leadership training programs. An Eagle Scout, he served as the Chair of the Boy Scout Troop 33 Parent Committee. He served as a volunteer coach for Woodstown High School Varsity Boy's Lacrosse. He is a former board member of the Pilesgrove-Woodstown Recreation Association and Ranch Hope organizations.
Jamie currently resides in Alloway, New Jersey with his wife and has three grown children.
Job Titles:
- Senior Vice President, National Growth
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- Senior Consultant
- Senior Vice President
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- Senior Vice President, Marketing & Communications
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- Senior Vice President, Compliance, Kelly Benefits Strategies
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- Senior Consultant
- Vice President
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- Senior Consultant
- Vice President
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- Chief Innovation & Strategy Officer, Kelly Benefits / President, Kelly Benefits Strategies & Kelly Benefits Advisory
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- Director, Corporate Compliance
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- Senior Consultant
- Senior Vice President
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- Vice President, Operations
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- Vice President, Broker Sales Executive
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- Senior Vice President, National Sales
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- Marketing & Communications Specialist
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- Vice President, Client Communications
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- Senior Vice President, National Sales
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- Implementation Specialist
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- Senior Consultant
- Vice President
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- Manager, Payroll Account Services
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- Lead Consultant
- Senior Account Manager
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- Senior Consultant
- Vice President
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- Vice President, Operations
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- Vice President, New Business Development
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- Director, Internal Controls
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- Director, Broker Managers
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- Client Onboarding Specialist
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- Director, Sales & Marketing
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- Brand Manager
- Senior Graphic Designer
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- Payroll Implementation Administrator
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- Senior Graphic Designer & Client Communications Manager
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- Executive Assistant & Facilities Operations Manager
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- Corporate Vice President, Learning and Development
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- Chief Industry Information Officer
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- Client Onboarding Coordinator
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- Engagement, Rewards, and Development Coordinator
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- Vice President, Client Engagement & Senior Account Manager
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- Director, Client Relationship Management
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- Vice President, Operations and Projects
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- Account Manager, Team Lead & Departmental Analyst
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- Human Resources Recruiting Specialist
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- Vice President, Human Resources
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- Chief Operating Officer, Administration