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Staff Directory: General Agency

General Agency

 

Laura Chaney, Senior Vice President of Wholesale Operations, 2008

301.458.2146 • Laura.Chaney@potomacbasin.com
Laura joined Potomac Basin as an Employee Benefits Consultant in 2008. In 2009, she was promoted to work alongside one of Potomac Basin’s most successful brokers and then eventually assisted 3 additional top brokers within the same year to service and assist in expanding their block of business. In 2011, she was approached by the Director of Wholesale to assist in developing the Wholesale Team to what it has become today. Expanding the Wholesale team to include all services from New Business to Renewals along with superior client services in the fall of 2012, she was promoted as the Director of Wholesale Operations for Potomac Basin Group and then in 2016 was promoted as the Senior Vice President of Wholesale Operations.

In her role, Laura leads a team of insurance experts that specialize in Rating, New Business Case Submission, Renewals, Enrollments, and Service/Escalated Claim issues. The Wholesale team’s overall mission is take customer service to the next level by providing brokers with systems and products that will help enhance and grow their block of business. We do the “unexpected”!

Laura graduated from Seton Hill University with a Bachelor’s of Science in Interior Design and a minor in Management in 1992. Laura is also the Membership Co-Chair with the Greater Washington Association of Health Underwriters.

 

 

Ann McDermott, Manager of Wholesale Operations, 2005

301.458.2147 • Ann.McDermott@potomacbasin.com

Ann started with Potomac Basin Group in 2005 as a Rating & Proposal Associate. She was quickly moved up to Account Manager to assist agents directly with all aspects of case management. In August of 2008, Ann was promoted again as the supervisor of Rating & Proposals.

In 2013, she earned the title of Manager of Wholesale Operations, and now overseas all of the wholesale departments existing business, rating, renewals, enrollments and audit.

 

 

Sharon Hardesty, Manager of HR Technologies and Benefit Administration Services, 2013

301.458.2115 • Sharon.Hardesty@potomacbasin.com
Sharon began working with NFP/Potomac Basin Group in May of 2013 as the agency’s Large Group Client Service Manager. In March of 2017, Sharon was promoted to Manager of HR Technologies and Benefit Administration Services. She focuses on pairing companies with the best technology solutions for their firms.

She has been a licensed agent since 2006. In 2012 she obtained her Property & Casualty license as well. Sharon earned the Chartered Benefit Consultant (CBC) designation in 2008. She has been a member of the Greater Washington Health Underwriters Board of Directors since 2006 as well as the NOVA SHRM Board of Directors as a volunteer coordinator. Sharon attended the University of Maryland in College Park, MD, where she received a Bachelor of Arts degree in English.

 

Dawn Wilson, Manager of Wholesale New Business, 2008

301.458.2111 • Dawn.Wilson@potomacbasin.com
Dawn started with PBGA in July of 2008 as a New Business Analyst. In April of 2012, she was promoted to Manager of the Wholesale New Business Department. She ensures that the New Business Department provides the best service while processing new cases for the Brokers to the carriers on a timely basis with the required accuracy. She supervises the New Business team in the processing of Individual and Group New Policies, BOR’s and Block Transfers and making sure that the Department stays up to date on the carrier requirements.

Dawn graduated from the University of Maryland, College Park in 1983 with a Bachelor of Science degree in Textiles Marketing.

 

Carrie Headd, Manager of Wholesale Broker Service , 2015

301.458.2162 • Carrie.Headd@potomacbasin.com
Manages Broker Services Team overseeing all service related concerns, escalated issues and Broker client satisfaction.

 

Customer Service

 

Andrea Conway, Broker Service Specialist, 2010

301.458.2140 • Andrea.Conway@potomacbasin.com
Assists Manager of Wholesale Broker Service with escalated service and operational issues.

Sandra Nnaji, Broker Service Specialist, 2010

240.780.3608  • Sandra@golden-cohen.com
Assists Manager of Wholesale Broker Service with escalated service and operational issues.

 

Rating

 

Chip Bartlett, Senior Rating Coordinator, 2011

301.458.2152 • Chip.Bartlett@potomacbasin.com
Manage the renewal rating/quoting process for existing and new accounts.  Respond to detailed questions regarding products, rates and quoting systems. Life & Health Licensed

James Smith, Rating Coordinator, 2016

301.458.2175 • James.Smith@potomacbasin.com
Prepares quotes for existing and new accounts.  Respond to detailed questions regarding products, rates and quoting systems.

 

Renewals

 

Brittany Stephens, Senior Renewal Specialist, 2009

301.458.2184 • Brittany.Stephens@potomacbasin.com
Receives and distributes renewals to brokers. Processes signed renewals and benefit changes in addition to changes made to a groups information. Ensures systems are updated with the correct benefits prior to renewal.

 

Enrollments

 

Arcadia Winston, Enrollment Specialist, 2014

301.458.2185 • Arcadia.Winston@potomacbasin.com
Check enrollments to make sure the correct plans, coverage and information is in the enrollment system. Confirm with the proper account managers that members are enrolled.

Alan Sellner, Enrollment Specialist, 2016

301.458.2133 • Alan.Sellner@potomacbasin.com
Check enrollments to make sure the correct plans, coverage, and information is in the enrollment system. Confirm with the proper account managers that the Member is enrolled.

Morgan Lewchuk, Enrollment Specialist, 2017

240.387.4763 • Morgan.Lewchuk@potomacbasin.com
Check enrollments to make sure the correct plans, coverage, and information is in the enrollment system. Confirm with the proper account managers that the Member is enrolled.

Ron Strobel, Enrollment Specialist, 2017

301.458.2145 • Ron.Strobel@potomacbasin.com
Check enrollments to make sure the correct plans, coverage, and information is in the enrollment system. Confirm with the proper account managers that the Member is enrolled.

 

New Business

 

Rob Scoglio, New Business Analyst, 2015

301.458.2132 • Rob.Scoglio@potomacbasin.com
Processes new group policies, Broker of Record changes and block transfers for both Potomac Basin Group business, as well as our external broker business.

Kyle Schaefer, New Business Analayst, 2016

301.458.2121 • Kyle.Schaefer@potomacbasin.com
Processes new group policies, Broker of Record changes and block transfers for both Potomac Basin Group business, as well as our external broker business.

Tom Dean, New Business Analayst, 2017

301.971.0131 • Thomas.Dean@potomacbasin.com 
Processes new group policies, Broker of Record changes and block transfers for both Potomac Basin Group business, as well as our external broker business.

Cheryl Stephens, New Business Assistant, 1997

301.458.2149 • Cheryl.Stephens@potomacbasin.com
Assists the New Business department with processing new group policies, Broker of Record changes and block transfers for both Potomac Basin Group business, as well as our external broker business.

 

HR Technologies & Benefit Administration Services

 

David Devlin, Benefit Administration Enrollment Specialist, 2017

301.971.0130 • David.Devlin@potomacbasin.com
Check enrollments to make sure the correct plans, coverage, and information is in the enrollment system. Confirm with the proper account managers that the Member is enrolled.

 

Individual

 

Gregg Avedon, Consumer Products Manager, 2011

301.458.2181 • Gregg.Avedon@potomacbasin.com
Gregg has 26+ years in the small employer & Individual markets. Selling both at the retail level and now also helping our Wholesale General Agency train outside producers in same areas: Individual medical both Short Term and ACA compliant, Individual Medicare Supplemental, Individual dental & vision plans, and individual life insurance for residents of MD, DC & VA. Expert in Healthcare Reform and how it affects both individuals & small employers.

Lisa Gish-Moyer, Individual Client Service Specialist, 2012

301.458.2110 • Lisa.Gish-Moyer@potomacbasin.com
Lisa handles all service issues for Potomac Basin Group’s Individual account clients. She also assists the Individual Broker, Gregg Avedon.