Built on the principle of treating people the way we would want to be treated and never losing sight of the importance of relationships, Professional Group Plans has grown organically over the last two decades into the largest full service General Agency in the Tri-State Area. 

Specializing in employee benefits, we serve over 90,000 employer groups, with well over 600,000 covered lives and bill over $2,800,000,000 in premium sales per year. As large as we are, we pride ourselves on servicing each and every broker, and their clients, with the same prompt and courteous service. 

Our reputation for the way we conduct business, along with our size and scale, has allowed us the opportunity to develop close relationships with all of the major insurance carriers and leading industry vendors. This gives us the unique advantage of dedicated support and resources, which in turn gives our brokers, and their clients, faster turnaround times, exceptional customer service and access to cutting edge products.  

Headquartered in Hauppauge, New York, with other locations in Manhattan and New Jersey, we are staffed with nearly 100 employees that continue to provide the exceptional service we are known for throughout the industry.    
  
 Our Mission:
“To passionately deliver value to our broker partners by providing them with the expertise, education, support and resources they need to effectively service their clients and achieve success”  

Our Core Belief:
“Treat people the way we would want to be treated and never lose sight of the importance of relationships”

Insurance

Professional Group Plans

Kerry Phelan

Kristin Price

Carolyn Louro

Zachary MacMorris

Nina Wilson

Kaitlyn Kutch

Jody Rascona

Mhp Daniel Rothman

Conal Wood

Sarah Gottheim

Kevin Lawrence

Amanda Louro

Joseph Declemente

Anthony Kuefner

Jennifer Boneta

Stephen Louro

The Operational and Financial Roles team at Professional Group Plans is responsible for ensuring seamless business operations and financial integrity within the organization. This team oversees financial planning, accounting, and budgeting processes while also managing technology and operational workflows. Their collaborative efforts enable effective service delivery to brokers and clients, driving the company's reputation for exceptional service and support in the employee benefits industry.

Operational and Financial Roles

Sales and Account Management

Employee Benefits and Human Resources

Operational and Financial Roles

About

Team members

Other teams at Professional Group Plans

Sales and Account Management

Employee Benefits and Human Resources