Rebecca Allen

Senior Account Executive

Role /Experience

  • Focuses on all aspects of client service support, employee benefits communication, and overall benefits project management.
  • Primarily works on day to day servicing of the plans with both the customer and their employees, as well as assisting in the plan renewal and RFP process.
  • Has a strong background in customer service and strives to provide outstanding support to all our clients.


Rebecca enjoys spending time outside, gardening, hiking, reading and volunteering.


Pittsford, NY


SUNY Geneseo B.S. Business Management & Marketing


NYS Life, Accident, Health & Variable Annuities Licenses


Series 6 & 63 License