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All- Employee Newsletter Northeast Region

October 2023

Get to know the offices around the Northeast Region!

Featured Office:

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Spring Consulting Group Spring Consulting Group (Spring) was formed in March 2004 through a management buyout of the U.S. Insurance & Financial Services Strategy Consulting Practice of Watson Wyatt LLP, and became part of Alera Group, Inc. in early 2018. Karin Landry and Karen English were co-founders of Spring. Spring provides a full range of strategic and technical employee benefit consulting and actuarial services to employers; strategy and product development advice to insurance and financial institutions; and overall financing and funding solutions for benefit programs, including the use of captive insurance vehicles. Spring is also a leader in disability, leave and absence management.

Today, Spring has around 35 employees spread out across the country, but we are based in downtown Boston!

Join us on a little tour!

View from our conference room overlooking Post Office Square in Boston.

Prepping for an upcoming event - the Northeast HR Association (NEHRA) Annual Conference! We've become known for our happy flower event giveaways.

The entrance to our office.

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Here we are in action at the Vermont Captive Insurance Association (VCIA) conference!

At Spring, we are proud to have so many women leaders

Here's as close to a full team shot as we could get!

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Welcome!

Quinton

Labonte Accounting Manager

Webber & Grinnell

Jonathan Crimmin Business Development Associate

ANE

Carol Julie

Bedus Retiree Benefit Specialist (Customer Service ReBpe)acon Retiree

OhmstedeActuarial Consultant Employee Benefits

Spring Consulting

Ryan F.

Reuter Account Assistant

Heist Ins.

Jennifer A. Killilea Financial Advisor

Johnson Brunetti

Rebecca A.Kelly

Account Manager

Haylor Freyer & Coon Haylor Freyer & Coon

Alyssa M. Schnupp Account Manager

Adele J.

CozzupoliCare Representative

Relph

Senior Actuarial Consultant - Employee Benefits

Kimberly K.Saylor

Spring Consulting Johnson Brunetti

Andrew L. Fiano Intern

Erin L.

Roemer Account Manager

Haylor Freyer Sylvia Group

Gregory L. Williams Risk Placement Specialist

Genelle K. Pruitt

Account Manager

Foa & Son

Rachel

Brand Senior Account Manager

Haylor Freyer Haylor Freyer Haylor Freyer Haylor Freyer

Patrick J. Colburn Producer

Julie A.

DillenbackSenior Account Manager

Kathleen Fraser

Senior Account Manager

Joanne H. Trizano Commercial Lines Account Manager

Capstone Insurance

Congratulations! Krystal Barletta was promoted to Team Lead for CL Associates!

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Happy Birthday!

Kevin Kreiser Robyn Olsen Linda Mercurio Shelley Brayton Brooke Melia Deborah Gates Jane Goldthwaite Cheryl Simione

10/1 10/1 10/2 10/2 10/2 10/2 10/3 10/6 10/6 10/6 10/6

Paula Griffin Heather Casario

10/15 10/17 10/18 10/18 10/18 10/19

Cliff

Fazzolari

Craig Van Epps Dustin Linden Ashlie Wilson

Sarah Bissonnette 10/21

StephanieGraves

10/22 10/22

Brittney Alford ChristineSchroyer Wendy Bigford

Sandi

Cornell

Jennifer DeFrancisco 10/24

David Coletti Ashley Franczak

10/25 10/25

Darlene Passapera 10/6 Jennah Partington 10/7

Robin Seigworth 10/27

Terri

Koon

10/8 10/8

Olivia Polcari

10/29 10/30 10/30 10/31

Liz Pat

Euglow

Heather Comstock StephanieCoots Kristina Roberts

Clary

10/10 10/12 10/13

Kelly

Mitchell

Steven DeRegis

Donna Blackford 10/31

Juliet

Ottaviano 10/14

Patrick Colburn Justin Rosen

10/31 10/31

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October Milestone Anniversaries

Happy 5-year anniversary to: Meghan Kelleher from our Northampton, MA office Nicole Martino from our Syracuse, NY office Diane Thomas from our Norwalk office Happy 10-year anniversary to: Grace Angela Malgeri from our Norwalk office Dan Waterman from our Norwalk office Todd Salvati from our Ocean City, NJ office Lisa Pennisi-Wandell from our Syracuse, NY office Happy 20-year anniversary to: Jane Goldthwaite from our Concord, NH office Kim Buck from our Syracuse, NY office

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Exciting things happening across the Northeast

Thanks to all the offices in NJ who came together for our end of summer team building activity. It was such a collaborative experience, fun had by all!

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Sylvia Group and Gordon Atlantic had a company outing on Sept 9th at the Liberty Hotel in Boston! Pictures below include colleagues enjoying the night and a photo of the hotel itself! Exciting things happening across the Northeast

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End of Summer outing on the Boston Belle Charter with CBA, RSI, CPA125 Exciting things happening across the Northeast

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Exciting things happening across the Northeast

ANE celebrated their end of summer outing at Dockside Brewery in Milford, CT. It was a wonderful day filled with food, games, prizes and fun had by all!

Click Here to see all the photos

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Exciting things happening across the Northeast HF&C held an employee outing to a Syracuse Mets baseball game

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Exciting things happening across the Northeast Webber & Grinnell team enjoyed a fun filled afternoon at Look Park for our annual company outing. - Bill Grinnell

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Exciting things happening across the Northeast

Allison Oven's welcomed her new bundle of joy!

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Exciting things happening across the Northeast

Nicole Dam’s family grew this weekend. She and Jon welcomed baby Rhett on Saturday! Mom and baby are doing well. Exact words: "We're obsessed."

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Shout Outs!

Marie Wyllie received a letter from a customer commending her for saving them hundreds on their homeowners! – Mary Ann Payne

Mike Welnicki and his team are Webber and Grinnell's unsung heroes in 2023. They are having a fantastic year and will enable the entire agency to reach its goals. – Bill Grinnell

Ashley Franczak and Kristen Gilfus deserve a HUGE kudos for their work on several hospitality accounts. Ashley and Kristen partner with me on most of my hotel accounts. We recently went through a very challenging renewal in July for my largest hotel account, Laurel Lodging. Both ladies stepped up enormously during all the last minute revisions that were needed, both before and after binding. They also did an outstanding on the workers compensation renewals for that same client and another very important hospitality account of mine that renewed on 9/15. Even with a full plate of work, they played a significant role in completing a number of difficult renewals which has ultimately has strengthened the client relationships and instilled an even greater level of confidence in HF&C moving forward. Both Ashley and Kristen have been influential in helping to grow my own book of hospitality business as well as HF&C’s overall presence in the industry – THANK YOU! -Stephen Albi

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LinkedIn Learning If you are interested in obtaining a license, please email AleraAcademy@aleragroup.com

Alera Academy is bringing something new to Alera Group colleagues in 2023. Each month, you’ll have an opportunity to join a Course Club group centered around a particular topic. Joining the Course Club is a completely optional way to invest in your skills. We have found content on LinkedIn Learning and elsewhere to help Alera Group colleagues learn about the topic of the month. Many of us are not wired in a way where we embrace conflict; in fact, many of us run from it as fast as we can! But the truth is, if we ignore conflict, we are pushing aside opportunities to make ourselves and our teams stronger. By embracing and resolving conflict, we can move faster and more effectively to solve problems and to be better agents for our clients. So, let’s be brave and learn about “Healthy Conflict Resolution”, our topic for our October Course Club. At Alera Academy, we’re proud of the content we have ready for you to dive into this month. If you don’t already have a LinkedIn Learning license, we will provide one to you after you sign up. The length of the LinkedIn Learning content is just over one hour. You’re worth the investment, so we hope you decide to join this month’s Course Club! Click here to fill out the registration form by Friday, October 13. You also have the ability to register for prior month’s course club topics if you missed any. Prior months topics include Achieving Your Goals in 2023, Sales Skills Everyone Can Use, Developing Dazzling Presentation Skills, Inclusive Mindset, Boosting Self-Awareness and Emotional Intelligence, Cultivating a Growth Mindset To Achieve Mind-Blowing Success, and Navigating Change.

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For those who are unable to make it live, Melissa Burk posts the meditation Zoom recordings on ARCH! If you follow Melissa Burk on ARCH, you will get a notification of these postings.

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Thank you to everyone who contributed, we look forward to your contributions in next months newsletter!

Submit your news for November’s Newsletter by clicking here