Eric was named Managing Partner of the Rochester, NY, U.S. Employee Benefits Services Group office in August 2022 and is accountable for overseeing the New York State market in its entirety. He brings his experience in employee benefits, medical insurance and employee engagement to this leadership position.

Most recently, he had served as Managing Director for the firm, providing strategic direction and oversight in the areas of client consulting, account growth, integration of service offerings, and new business development. During his ten years in this role, Eric had direct responsibility for market growth, integration with other Partner firms and building a best-in-class team that could service the most complex of clients.

Prior to joining USEBSG-NY, Eric was the Director of Sales & Retention with Excellus BCBS and also held the position of Manager, Special National Accounts.

Mr. Gilbert graduated from St. John Fisher College with a Bachelor of Science in Business with a Concentration in Finance, and holds a New York State Life, Accident and Health insurance license. He is a Board Member of the Small Business Council of Rochester, Golisano Autism Center and Monroe Golf Club. Eric also oversees the long-standing relationship with NYBEST, which proudly supports over 200 New York School Districts.

Bryan Coon joined the Rochester, NY, U.S. Employee Benefits Services Group office in November 2022 as the Senior Director of Sales and Business Development. He is accountable for the strategy and overall growth of the New York State market. Bryan brings extensive growth and leadership experience within the employee benefits industry to this leadership position.

Most recently, Bryan was part of the Executive Leadership Team at Benefit Resource, LLC (BRI) where he served as the Vice President of Client Services. He was responsible for providing strategic direction and leadership of the Client Service organization including operations, service delivery, and relationship management.

Prior to that, Bryan served as the Director of Account Management for BRI where he was accountable for client retention and new business expansion. He also gained vast experience in group insurance and payroll during his time at Paychex where he held increasingly senior leadership positions culminating as a District Sales Manager.

Bryan graduated from Nazareth College with a Bachelor of Science in Business Administration. He holds a New York State Life, Accident and Health Insurance License and is also Certified in Flexible Compensation.

Richard Easterly joined U.S. Employee Benefits Services Group’s Rochester, NY, office in October 2022 as a Sales Director. He is focused on serving school districts, public and private companies, and not-for-profit organizations in the Central NY and Eastern NY regions.

Rich has extensive sales and consulting experience in the employee benefits and financial services industries. Prior to joining USEBSG, he held Senior consulting positions with UNUM, Colonial Life, Morgan Stanley, and UBS wealth management.

Using a consultative approach with each of his clients, Rich works with them to develop, communicate, educate, and implement an effective benefits program.

Rich resides in Syracuse, NY, and is a graduate of Ithaca College (B.S. in Management) and Syracuse University (M.S. in Accountancy).

Chris brings a significant resume of banking experience as well as sales expertise to his position both as an associate and banking officer.

He will be responsible for an expanding client base that extends downstate and throughout a diverse client base, including public and private sectors. Chris will consult and foster business relationships that expand business opportunities across the state from public to corporate entities.

Chris is licensed Life, Accident and Health and graduated from Elmira College with a Bachelor of Science degree with a concentration in Business Management. He is active with the Rochester Young Professionals business organization.

Ed incorporates his diversified skills into a best practice model at USEBSG, bringing a data-driven perspective to health plan management. His experience extends to health care reform consulting and, through an analytical approach, he advises clients on workforce planning and management. His extensive expertise with the Affordable Care Act (ACA) aids his ability to help clients ensure compliance. Ed provides analytics respective to the ACA including Pay-or-Play calculations, affordable cost review, and assists with establishing stability and measurement periods. He also helps deliver strategic analysis of benefit designs, carriers, and employer contributions.

The actuarial experience he has developed enables him to identify trends in clients’ data and work with them to develop solutions that best suit their unique needs. He negotiates rates and benefit arrangements with carriers based on an actuarial approach with the goal of ultimately providing the best cost-benefit scenario for the firm’s clients.

Ed earned his MBA from Rochester Institute of Technology with a concentration in Environmentally Sustainable Management, and his BS from Nazareth College, where he majored in Accounting with minors in Marketing and Inter-national Business.

Sharon’s role encompasses the vast array of skills necessary to navigate Health Care Reform, compliance, and technology needs for our clients in all markets. She oversees all compliance-related activities, including changes due to Health Care Reform, Department of Labor notices to employees, CMS notices to employees, and all required Health and Welfare SPD and Wrap Plan Documents. Sharon manages the client experience with our on-line tools – Client Resource Center, Compliance Dashboard, and InRoll, in addition to assisting clients with adherence to mandates and guidelines in accordance with regulations required by law.

She guides clients through the implementation of technological applications and designs solutions to streamline processes. She regularly shares her exper-tise in health care reform compliance efforts with audiences across the state, ensuring best practice implementation for the firm’s expanding client base.

Sharon graduated with a Bachelor’s of Arts and Sciences in Liberal Arts and Communication from SUNY Oswego. She is NYS licensed in Life, Accident and Health.

Tony’s responsibilities range from all aspects of compliance work, such as Wrap Document preparation, Summary Material Modification distribution, and 5500 Filings, to the implementation and maintenance of various technology and benefit administration systems, including bSwift, Worxtime and InRoll.  He has extensive experience and knowledge around the Affordable Care Act, and ensures client groups of all sizes meet mandated requirements.

He has a comprehensive background in the finance industry, and related customer and client service industries with an emphasis on achieving and maintaining complete client satisfaction.

Kim has extensive responsibilities as an Account Manager. She has a high level of experience within the employee benefits industry encompassing group and voluntary plans, as well as self-funded and fully insured medical, dental and vision plans.

Her dedicated client account management and advocacy efforts strive to improve coverage knowledge, providing assistance and expertise to facilitate client satisfaction.

Continuous educational efforts to assist client groups in benefit plan management results in increased understanding and improved utilization of the their benefit plans. Kim’s strong benefit administration management and knowledge drives results in process improvements.

Kim graduated from SUNY Brockport with a Bachelor’s of Science degree in Communications with a concentration in Interpersonal and Organizational Communications. She is licensed Life, Accident and Health

Kristen’s responsibilities as an Account Director extend to all aspects of account management from Open Enrollment to group benefit plan renewal. She manages client proposals, presentations and all marketing and enrollment processes.

Kristen has a diverse and substantial background in benefits and administration platforms, as well as HR policies and procedures resulting in superior account management for her client groups.  Her vast benefit knowledge extends from compliance and regulatory requirements to implementation of plan designs that create options for diversified offerings.  Her expertise in key areas is a solid foundation to deliver excellent service to all of her client groups.

Kristen graduated from St. John Fisher College with a Bachelor’s of Science in Business Management and a Concentration in Human Resources.  She is licensed Life, Accident and Health.

Katy is an Account Manager with concentrations in both the public sector and corporate account market segments. She has amassed a depth of knowledge from her experience with insurance agencies and major market carriers. She recommends, presents and services optimum benefit options through her marketing analysis and expertise for her account groups.

Katy has earned her GBDS designation distinguishing her ability to engage school districts about the entire group benefits product portfolio, specifically the importance of disability income insurance.

As an important component to financial security, she is able to demonstrate to clients the critical importance of disability insurance for their employees and themselves.

She graduated from the University of Buffalo with a Bachelor of Science degree in Business Administration and a concentration in Human Resource Management.

John joined USEBSG in 2023 as Account Manager. With nearly a decade of experience in employee benefits, he brings tremendous depth and expertise to clients regarding all facets of managing a robust benefits program. In his role as Account Manager, John focuses all aspects of employee benefits for his clients – from Open Enrollment and employee communications to identifying exciting opportunities to better serve employees and strategies to implement those plans. He is driven to provide great customer service and his background allows him to share detailed product knowledge with employers and employees alike.

Michael has significant experience within the employee benefits arena and specializes in large group accounts. His background enables him to provide solutions grounded in critical product knowledge and experience to ensure seamless customer service. Strong relationship management on the carrier side facilitates his capacity to deliver an exceptional customer experience.

This foundation enables Michael to implement the processes and procedures necessary to align with the quality of service the firm delivers.

Michael is licensed Life, Accident and Health and is a graduate of Monroe Community College.

Paul brings extensive experience in the employee benefits field and manages the administrative workload on both client and carrier side of workflow processes, including resolution of client inquiries to provide efficiency in support and excellence in service. He implements any changes to client coverage, including COBRA administration, ensuring knowledgeable support to a varied client base.

Paul graduated with a Bachelor of Science in Finance degree from New Paltz and is trained with NYS Shop and Individual Exchange, in addition to his NYS Life, Accident and Health license.

Sandra enhances client experiences by consistently implementing process improvements in a dynamic industry to exceed client expectations, utilizing technology and constantly evolving best practice solutions. In addition to client management and the service, enrollment and renewal of accounts, her expertise in the small business department provides clients with immediate and knowledgeable support.

Sandra’s background includes experience on the carrier side and in computer technology. She also has extensive experience in business administration and processes. Sandra is licensed NYS Life, Accident & Health.

Tara’s extensive service background encompasses every aspect necessary to support clients, and support the team’s work. From overseeing enrollments, and renewal of benefit plans to assisting with claims issues, she facilitates carrier follow-up and issue resolution as needed. She is attentive to each client’s individual needs to deliver an exceptional service experience.

Tara’s background in both healthcare and finance provides a wide perspective of experience from which to complement her skill set. Tara graduated from Roberts Wesleyan College with a Bachelor of Science Degree in Health Administration and is NYS Licensed Life, Accident, and Health.

Majed joined USEBSG as a Client Service Specialist in 2022. In his role, he will support Mindex in day-to-day service areas, such as enrollment changes, benefits administrative system utilization, carrier interactions and advocacy, member services, and plan renewals. He has extensive experience in customer service and the banking industry, where he has worked both locally and in Germany. Majed comes to us from Damascus, Syria and holds degrees in Economics from universities in both Syria and Germany. In his spare time, he enjoys photography, soccer, and spending time with his wife.

Amalia works in tandem with the sales team to enhance their ability to meet their objectives. She manages their appointment and pipeline schedules encouraging their performance. She also works with data and activity tracking tools to leverage the team’s ability to create and pursue opportunity.

Her background and knowledge around data management enables her to assist in a motivational and organized manner to support the team.

Amalia is licensed Life, Accident and Health and is a graduate of Monroe Community College.