In this month’s agents on the move gallery, EBA presents the latest hirings and promotions inside the employee benefit arena. It was a busy time this past month. Tuition.io hired a pair of specialists to bolster its student loan repayment assistance team and Mercer hired a health business leader of its Carolinas office and a partner for its Minnesota office. USI also added a new employee benefit consultant and a junior account manager to its office in Independence, Ohio. In other Midwest news, Rosanna Milley is the new employee benefits producer in Lockton’s Kansas City office.
The start of fall also saw a key merger: Independent insurance brokerage and wealth management firm Alera Group acquired Zinn Insurance Agency. The Lebanon, Penn.-based Zinn provides custom plans to clients’ risk management challenges. According to Alera CEO Alan Levitz, “The Zinn Insurance team is a tremendous complement and fit for the collaborative culture, values and vision of Alera Group.”
There was quite a bit of movement in the corner offices of leading brokerage firms as well. Chris Power joined Welltok as its new chief financial officer, where he will lead the financial operations of high-growth companies. Plus, employee benefits veteran Lee Exton has stepped down from Mercer to join Venbrook Companies as its newest managing director. Finally, Northeast Business Group on Health has named Candice Sherman as its Interim CEO. Sherman succeeds industry veteran Laurel Pickering, who is leaving after nearly 25 years to become chief revenue officer at WellDoc, a digital health company.