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Meet JFA!

Here are the people behind Jaeger & Flynn Associates, Inc.

Agency Principals & Partners

	THOMAS F. FLYNN, CLU, ChFC – Agency Partner, President ● An original founder of JFA in 1988 ● 23 years experience in employee benefits, risk management, and HR support services
	KURT W. JAEGER, RHU – Agency Partner, Executive Vice President ● 16 years experience in employee benefits, risk management, and HR support services ● Oversees both the Group Benefits and Property & Casualty Agency Divisions
	GLADYS A. ZORN - Agency Partner, Vice President, Marketing ● Joined JFA in 1998 ● 13 years experience in personal and corporate financial planning and retirement plan services ● Oversees the Financial Services Agency Division
	GREGORY G. BUCHER – Agency Partner ● Joined JFA in 1996 ● 27 years experience in group benefits underwriting and management services
	PAMELA J. ALLERS, PHR – Agency Partner, Vice President, Marketing ● Joined JFA in 2003 ● 19 years experience in employee benefits, risk management, and HR support services
	TARA CHHABRA – Vice President, Flex Plan Services ● Joined JFA in 2005 ● Oversees the Flex & COBRA Administration Agency Department ● 10 years experience in human resources and financial management
	WENDY DIACO – Agency Partner, Vice President, Property & Casualty Insurance ● Joined JFA in 2000 ● Direct manager - agency property & casualty insurance operations ● 17 years experience in property & casualty insurance underwriting and service
	LISA LAGON – Agency Partner, Vice President, Employee Benefits Group Service ● Joined JFA in 2000 ● Oversees the agency group benefits service department ● 13 years experience in employee benefits, risk management, and HR support services
	ARNIE MOREHOUSE – Agency Partner, Assistant Vice President, Marketing ● Joined JFA in 2000 ● 9 years experience in group insurance sales, underwriting, and service
	MATTHEW SCHUETTE, RHU, LUTCF – Agency Partner, Vice President, Group Underwriting ● Joined JFA in 2005 ● Oversees the agency group benefits underwriting department ● 14 years experience in group insurance sales, underwriting, and service
	MATTHEW D. TEDESCHI – Agency Partner, Vice President, Marketing ● Joined JFA in 2003 ● Oversees commercial property & casualty marketing and carrier relations in addition to servicing a number of group benefits clients ● 12 years experience in insurance underwriting, sales, and service

Associates

	MARY BENHAM - Claims Administrator, Flex Plan Services
	HELEN CARROLL - Vice President, Financial Services Underwriting & Service ● New York Life & Health Licensed Agent and Series 6, 63, & 65 FINRA ● Certified Financial Planner ● NYS Notary ● 20 years prior bank and financial management experience
	DEBRA CEBULA – Assistant Group Service Representative, Group Benefits
	JUDY CHASE – Assistant Group Service Representative, Group Benefits
	AMY CHEN – Assistant Group Service Representative, Group Benefits
	JANE DORRER – Administrative Assistant, Flex Plan Services and Operations
	ANDY DOYLE – Assistant Vice President, Marketing ● Licensed broker in New York for Life, Health, Property & Casualty.
	JASON DRISCOLL – IT Manager / Assistant Manager, Agency Operations
	LINDA FLOOD – Manager, Agency Operations
	NANCY FRITCH – Administrative Assistant, Operations
	HARRY R. HAYES, JD, PHR - Director, Human Resources & HR Consulting ● 20 plus years experience as an employment practices and labor attorney ● Active member of Capital Region Human Resources Association Board of Directors, Legislative Chair and Society for Human Resource Management
	LORI HOPE – Group Service Representative, Group Benefits ● 13 years experience in Human Resources & group benefits management.
	PAMELIA HOVER - Account Manager, Property & Casualty Commercial Lines ● 15 years of commercial lines customer service and marketing experience ● Property & Casualty and Life, Accident & Health license from the New York Insurance Department
	KELLY HUTCHINSON – Account Manager, Property & Casualty Commercial Lines ● 18 years of commercial lines customer service and marketing experience
	CLARE JONES – Administrator, Financial Services Division ● 10 years of employee benefits management ● 15+ years of financial management
	LINDA JORDAN – Account Manager, Property & Casualty Personal Lines ● 20 plus years experience in Property & Casualty personal lines underwriting and service ● New York Property & Casualty licensed broker
	EILEEN KATH – Account Manager, Group Benefits ● New York Life & Health Licensed Agent ● 18 years prior experience in human resources and benefits.
	BETSY KEISER - Assistant Manager, Group Benefits Underwriting / Small Group Plans
	LISA KIPCAKLI – Customer Service Representative, Property & Casualty ● Licensed broker in New York Property & Casualty
	LISA KROM – Assistant Group Service Representative, Group Benefits
	GREG LAYTON – Assistant Vice President, Marketing ● Licensed broker in New York for Life, Health, Property & Casualty.
	DENISE MALLOW - Assistant Vice President, HR Support Services & Marketing ● 11 plus years experience in Human Resources and Corporate Training & Development ● 9 years healthcare provider management experience ● Active member, Society for Human Resource Management and American Society for Training and Development
	W. GARY McCANN – Assistant Vice President, Marketing ● Licensed broker in New York for Life, Health, Property & Casualty ● Commercial Property & Casualty Specialist ● 17 plus years in commercial accounts management
	KIMBERLY MILLIGAN – Claims Administrator, Flex Plan Services
	TERRI-ANN MONTANYE, PHR - Manager, Voluntary Products ● 20 years experience in Human Resources ● 10 plus years experience of employee benefits management ● Active member of the Society for Human Resource Management and the Capital Region Human Resource Association ● NYS Notary ● New York Life & Health Licensed Agent
	BILL MORGAN – Assistant Manager, Agency Operations ● 15 years experience, accounting, IT, and general operations management
	KATRINA MORGAN – Manager, Commission Accounting/Flex Accounting
	RAINA MUNAFO - Account Manager, Group Benefits ● 7 years prior group benefits account management experience ● New York Life & Health Licensed Agent
	KARA RAFFERTY – Account Manager, Group Benefits ● Group Insurance Specialist ● New York Life & Health Licensed Agent ● 9 years experience with group marketing and service in the health and dental insurance field
	CHERYL ROBARGE – Claims Administrator, Flex Plan Services
	AMY ROBBINS – Assistant Manager, Group Benefits Service ● New York Life & Health Licensed Agent ● 18 years prior experience in human resources and benefits
	KATIE ROEDER – Accounting Manager, COBRA Administrator
	STEFHANIE SCARCHILLI – Administrative Assistant, Underwriting
	DAVE SHANTZ – Assistant Manager, Financial Services Personal Insurance ● New York Life, Accident, & Health Licensed ● 34 years prior experience in marketing management & customer service
	JODI SHERIDAN – Manager, Flex Plan Services
	MAY TONG – Account Manager, Property & Casualty ● Licensed broker in New York Property & Casualty
	RYAN VAN AMBURGH –Manager, Group Benefits Underwriting ● New York Life & Health Licensed Agent
	ROSE MARIE K. WARMAN, RPA – Account Manager, Group Benefits / Investment Advisor Representative ● New York Life & Health Licensed Agent and Series 7, 63, & 65 FINRA ● New York State Notary ● 16 years prior experience in group benefits and financial services
	XIAOQING ZHANG, CLU, ChFC, LUTCF – Account Executive ● Licensed broker in New York Property & Casualty and Health Insurance