Innovative Welcomes Carly Vettori to our Team as a Benefits Sales Consultant We are excited to announce the latest member of Innovative Benefit Planning! Please join us in welcoming Carly Vettori to our team as a Benefits Sales Consultant.  In this role, Carly will help us to understand the customer needs and assist in developing strategies to increase efficiencies and results. Specifically, she will work directly with potential clients to build and deliver our Benefit Performance Assessment to help employers uncover cost savings and long-term benefit strategies. In addition, the Benefits Sales Consultant develops and maintains relationships with outside vendors; maintains awareness of new and existing products; educates clients; and promotes solutions in the marketplace. Prior to joining Innovative, Carly was an account executive with Beasley Media Group in Bala Cynwyd, Pennsylvania.  Carly was responsible for prospecting and closing new business; qualifying leaders; and building and growing lasting relationships with…

Innovative Welcomes Nicoletta Torres as New Account Manager We are excited to announce the latest addition to the Innovative Benefit Planning team! Please join us in welcoming Nicoletta Torres as our newest Account Manager.  As an account manager, Nicoletta will be a valuable resource to Innovative’s leadership team, employees, and clients. She will directly support our Benefits Consultants during the initial phase of onboarding prospective new clients and then assumes responsibility for both the technical maintenance and the promotion of a very positive experience between Innovative and our clients. Nicoletta will work directly with carriers to obtain quotes and negotiate on the clients’ behalf.  In addition, her experience will be beneficial for clients in suggesting plan designs, funding methods and contribution strategies. Prior to accepting this position, Nicoletta spent 12 years as an account manager and senior benefits account manager. She most recently managed a large General Insurance Agency that…

Andrew May Promoted to Senior Account Manager - Financial Services Innovative Benefit Planning is pleased to announce the promotion of Andrew May to Senior Account Manager-Financial Services. Andrew has been a part of the Innovative financial service team for over two years, serving as a Financial Services Associate. During this time, Andrew has managed to receive his AIF® designation and CFP® designation, all while truly making an impact to our team and his clients. Like his prior role, Andrew will continue to consult with and support retirement clients. In addition, as Senior Account Manager-Financial Service, Andrew will play a critical role in new client implementation, member open enrollment, managing communications with clients, carriers, and vendors, as well as manage and lead the department compliance calendar. “Andrew has played a key role in the Innovative Investment Fiduciaries team and has shown significant growth, dedication, and leadership. He consistently goes above and…

Innovative Benefit Planning is pleased to announce that Terriann Procida has been awarded by South Jersey Biz as one of their 2019 Executive of the Year Award winners! The award recognizes and awards 20 South Jersey professionals who have “paved the way for success.” “As you read through our 2019 Executives of the Year, you’ll find many similarities between all of them, such as their strong work ethic, dedication to their passion, setting their employees on the right path and making a difference by serving the community. But one thing that truly stands out is their experience. All of these individuals are seasoned professionals and self-starters who have taken their companies to new heights and have seen tremendous success.” -South Jersey Biz Terriann Procida is a founding partner of Innovative Benefit Planning and has over 25 years of experience in the insurance industry, providing employee benefit services to business owners…

Congratulations to our Vice President, Consulting, Ryan Kastner, for being named to Burlington County Regional Chamber of Commerce’s ("BCRCC") Young Professionals Leadership Class of 2019. The award honors professionals under the age of 40 who demonstrate outstanding leadership in the Burlington County Business Community. Winners are selected based on their civic engagement and volunteerism, enthusiasm in leadership roles and acting as a mentor to those around them. Ryan is a true leader to his clients, colleagues and our community, so congrats Ryan on this well-deserved award! Ryan and the other recipients were honored at the Young Professionals Network Leadership Summit on Friday, October 18th at the DoubleTree Suites in Mount Laurel. Please join us on congratulating Ryan and all the award recipients!

When it comes to benefits planning, there are a ton of choices out there. And, we believe we’re the most innovative company you’ll find. After 30 years, here are 30 good reasons our clients choose to work with us: 1. We put people first 2. We are an advocate for our clients 3. We do what’s right for every individual 4. We understand what’s best for one person may not be the best for another 5. We earn our clients trust 6. We hold ourselves accountable 7. Being responsive is very important to us 8. We are respectful 9. We make the complex easy to understand 10. We affirm the best way isn’t the easy way 11. We focus on client’s goals and deliver value 12. We try to understand the culture and the people that make up an organization 13. We always have our client’s best interests at heart…

Before 2019 came to an end, Innovative Benefit Planning had to officially celebrate our 30 Year anniversary, and we certainly didn’t get here alone. On July 24th, our employees, partners and clients, came together to enjoy food trucks, music, and memories from over the years. The afternoon was filled with reminiscing, congratulations, and appreciation.Watch this video to see the highlights from the day, including well wishes and all-time favorite memories from the Innovative team.Whether you have joined us from the beginning or just this year, you have all played an integral role in our success and we genuinely appreciate each of you.https://youtu.be/6-DxhPv74L0

The Senator Walter Rand Institute for Public Affairs at Rutgers University–Camden, an institute for public policy issues impacting southern New Jersey, announced last week that Innovative’s Vice President, Consulting, Dan Foley, has been appointed to their advisory board. Dan is joined by two other regional leaders, Amy Obsorn, vice president and head of private banking for Republic Bank and Christina Renna, senior vice president at the Chamber of Commerce Southern New Jersey. “It’s important for South Jersey to think and act regionally if we hope to balance our competing desires for growth with the preservation of the quality of life that makes South Jersey such an attractive place to live,” says Darren Spielman, executive director of the Rand Institute at Rutgers–Camden. “These individuals are committed to the Rand Institute’s mission to leverage Rutgers–Camden research expertise in order to bring together citizens and policy makers on behalf of South Jersey’s citizens.”…

It gives us great pleasure in introducing our newest member, Andrew Gloninger, to the Innovative team! Andrew joins Innovative’s employee benefits department as a Benefits Guardian. This position is a key member of the client services team and will serve as a direct point of contact for our client’s employees. As a Benefits Guardian, Andrew will field all claims and problems related to either client’s coverage or those specifically related to an individual employee, including benefit questions, provider directories, pre-authorization and referral assistance. “Benefit Guardians must embrace our core values to put people first, by having a positive and supportive attitude when delivering timely and accurate services to our clients. Andrew’s experience and sense of urgency makes him a great candidate for this position,” remarked Eileen Green, Chief Operating Officer. Andrew is a recent graduate from Temple University, Fox School of Business, where he received his Bachelor of Business Administration…

We are excited to welcome our newest member of the Innovative team. Please join us in welcoming Kyra Foster as HR and Recruiting Coordinator. In this position, Kyra is responsible for assisting with all internal and external HR related inquiries or requests, as well as providing support to the VP of HR and General Counsel regarding client’s compliance needs. Additionally, Kyra will be assisting in Innovative’s recruitment and interview process and meeting with department managers to develop specific recruiting plans. “This position is crucial to the success of our internal HR process and the culture at Innovative. Kyra’s energy and enthusiasm was evident from her first interview and we look forward to seeing Kyra thrive in her new role!” stated Deirdre Groenen, VP of HR and General Counsel. Kyra recently received her Bachelor of Arts in both Public Relations and Political Science from Temple University. During her time at Temple,…