Workplace Insurance

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Alabama

Eric Pointer

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0473

Eric.Pointer@bostonmutual.com

Tiffany Baker

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0421

tiffany.baker@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

Alaska

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Arizona

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Arkansas

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

California

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Colorado

Marie Lackey

Regional Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 781-770-0623

Marie.Lackey@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Connecticut

Kevin Burchett

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0512

kevin.burchett@bostonmutual.com

Michelle King

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0641

michelle.king@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

Deleware

Frederick R. Graef

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0619

Fred.Graef@bostonmutual.com

Jim Walsh

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0255

james.walsh@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

Florida

Anna Vratsinas

Regional Sales Director - Southeast, Southwest, Central West & Central East Districts

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0215

anna.vratsinas@bostonmutual.com

Eric Pointer

Regional Sales Director - Florida Panhandle

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0473

Eric.Pointer@bostonmutual.com

Kim Olson

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0401

kimberly.olson@bostonmutual.com

Tiffany Baker

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0421

tiffany.baker@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

Georgia

Ty Conder

Vice President of Distribution - South Region

The Vice President of distribution partners with our brokers to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0267

Ty.Conder@bostonmutual.com

Jim Walsh

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0255

james.walsh@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

Hawaii

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Idaho

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Illinois

Andy McLean

Vice President of Distribution - North Region

The Vice President of distribution partners with our brokers to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0505

andrew.mclean@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Support Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Indiana

Andy McLean

Vice President of Distribution - North Region

The Vice President of distribution partners with our brokers to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0505

andrew.mclean@bostonmutual.com

Tiffany Baker

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0421

tiffany.baker@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

Iowa

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Kansas

Marie Lackey

Regional Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 781-770-0623

Marie.Lackey@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Kentucky

Glenn Capps

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0227

Glenn.Capps@bostonmutual.com

Tiffany Baker

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0421

tiffany.baker@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

Louisiana

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Maine

Frederick Snow

Regional Sales Director - Eastern MA

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0302

Frederick.Snow@bostonmutual.com

Michelle King

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0641

michelle.king@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

Maryland

Frederick R. Graef

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0619

Fred.Graef@bostonmutual.com

Jim Walsh

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0255

james.walsh@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

Massachusetts

Frederick Snow

Regional Sales Director - Eastern MA

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0302

Frederick.Snow@bostonmutual.com

Kevin Schuler

Regional Sales Director - Western MA

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0667

Kevin.Schuler@bostonmutual.com

Michelle King

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0641

michelle.king@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

Andy McLean

Vice President of Distribution - North Region

The Vice President of distribution partners with our brokers to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0505

andrew.mclean@bostonmutual.com

Michelle King

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0641

michelle.king@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Nicole Girard

Client Relations Director

Our Client Relations Director focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0689

nicole.girard@bostonmutual.com

Ryan DiMare

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0451

ryan.dimare@bostonmutual.com

Michigan

Andy McLean

Vice President of Distribution - North Region

The Vice President of distribution partners with our brokers to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0505

andrew.mclean@bostonmutual.com

Tiffany Baker

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0421

tiffany.baker@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

Minnesota

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Mississippi

Eric Pointer

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0473

Eric.Pointer@bostonmutual.com

Tiffany Baker

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0421

tiffany.baker@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Missouri

Marie Lackey

Regional Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 781-770-0623

Marie.Lackey@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Montana

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Nebraska

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Nevada

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

New Hampshire

Frederick Snow

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0302

Frederick.Snow@bostonmutual.com

Michelle King

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0641

michelle.king@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

New Jersey

Frederick R. Graef

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0619

Fred.Graef@bostonmutual.com

Jim Walsh

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0255

james.walsh@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

New Mexico

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

New York

Daniel King

Regional Sales Director-Western NY

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0429

Daniel.King@bostonmutual.com

Frederick R. Graef

Regional Sales Director-Eastern NY

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0619

Fred.Graef@bostonmutual.com

Kim Olson

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0401

kimberly.olson@bostonmutual.com

Jim Walsh

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0255

james.walsh@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

North Carolina

Kevin Burchett

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0512

kevin.burchett@bostonmutual.com

Jim Walsh

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0255

james.walsh@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

North Dakota

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Ohio

Daniel King

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0429

Daniel.King@bostonmutual.com

Kim Olson

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0401

kimberly.olson@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

Oklahoma

Marie Lackey

Regional Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 781-770-0623

Marie.Lackey@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Oregon

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Pennsylvania

Daniel King

Regional Sales Director-Western PA

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0429

Daniel.King@bostonmutual.com

Frederick R. Graef

Regional Sales Director-Eastern PA

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0619

Fred.Graef@bostonmutual.com

Kim Olson

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0401

kimberly.olson@bostonmutual.com

Jim Walsh

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0255

james.walsh@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

Rhode Island

Kevin Schuler

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0667

Kevin.Schuler@bostonmutual.com

Michelle King

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0641

michelle.king@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

South Carolina

Kevin Burchett

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0512

kevin.burchett@bostonmutual.com

Jim Walsh

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0255

james.walsh@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

South Dakota

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Tennessee

Glenn Capps

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0227

Glenn.Capps@bostonmutual.com

Tiffany Baker

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0421

tiffany.baker@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

Texas

Marie Lackey

Regional Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 781-770-0623

Marie.Lackey@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Utah

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Vermont

Kevin Schuler

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0667

Kevin.Schuler@bostonmutual.com

Michelle King

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0641

michelle.king@bostonmutual.com

Teresa Craig

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0134

teresa.craig@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

Virginia

Frederick R. Graef

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0619

Fred.Graef@bostonmutual.com

Jim Walsh

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0255

james.walsh@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

Washington

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

West Virginia

Daniel King

Regional Sales Director

Regional Sales Directors work with our broker partners to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0429

Daniel.King@bostonmutual.com

Kim Olson

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0401

kimberly.olson@bostonmutual.com

Meaghan Brady

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0642

meaghan.brady@bostonmutual.com

Amy Posterivo

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0601

amy.posterivo@bostonmutual.com

Josh Gilbert

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0298

josh.gilbert@bostonmutual.com

Wisconsin

Andy McLean

Vice President of Distribution - North Region

The Vice President of distribution partners with our brokers to provide strategic guidance, product recommendations, and assistance with new business to support client partnerships.

Phone: 781-770-0505

andrew.mclean@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support for new case needs, including proposal and brochure requests and case-specific questions. They also ensure a smooth quoting and onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the tools and resources needed for enrollment success. They help in every step of the process, including providing enrollment materials and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Allison DeFlaminis

Client Relationship Manager

Our Client Relationship Managers focus on helping brokers find and maintain insurance solutions for existing Boston Mutual clients. They proactively monitor evolving needs and provide recommendations on offerings.

Phone: 781-770-0365

allison.deflaminis@bostonmutual.com

Brian Conner

Customer Success Manager

Customer Success Managers are dedicated to supporting brokers and clients with complex or time-sensitive customer service inquiries requiring additional support and coordination.

Phone: 781-770-0513

brian.conner@bostonmutual.com

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Support Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

Wyoming

David Cirulis

Vice President of National Accounts

VP – National Accounts partner with our brokers to provide
strategic guidance, product recommendations, and assistance with
new business to support client partnerships.

Phone: 847-650-5051

David.Cirulis@bostonmutual.com

Tim Curtin

Internal Sales Coordinator

Internal Sales Coordinators collaborate with brokers on support
for new case needs, including proposal and brochure requests and
case-specific questions. They also ensure a smooth quoting and
onboarding process for broker clients.

Phone: 781-770-0515

timothy.curtin@bostonmutual.com

Jack Peterson

Enrollment Success Analyst

Enrollment Support Analysts ensure brokers and clients have the
tools and resources needed for enrollment success. They help in
every step of the process, including providing enrollment materials
and reviewing key benefit features.

Phone: 781-770-0211

jack.peterson@bostonmutual.com

Bielka Perez

Director of Client Relations

Our Director of Client Relations supports brokers in managing
and maintaining insurance solutions for Boston Mutual Life’s
customers by monitoring customer needs, recommending offerings,
and overseeing renewals. They also drive growth within existing
business and serve as the primary liaison for complex or urgent
service issues, collaborating with Lisa Trustee, Customer Success
Manager, to ensure timely resolution and strong client support.

Phone: 781-770-0368

bielka.perez@bostonmutual.com

General Customer Service Requests

Policy Issue: issuedept@bostonmutual.com

Premium Service: premiumservices@bostonmutual.com

Group Administration & Billing: groupadmin@bostonmutual.com

Contact Center: clientservices@bostonmutual.com

Claims: claimsdept@bostonmutual.com

At Boston Mutual Life, we’ve got you covered.

We’re committed to helping protect what matters most to those we serve. Being a mutual company means putting our customers first – which includes our policyholders, brokers, and the communities around us.

 

 

 

 

Why Boston Mutual?

Benefits That Meet Your Clients’ Needs

Our insurance products are designed for working Americans – just like the employees your HR clients serve. We offer flexible options that fit different company budgets and workforce needs.

We Make It Easy for You

We offer easy administration with comprehensive enrollment toolkit, marketing materials, and dedicated broker support. Plus, our streamlined enrollment process and electronic funds transfer option eliminate billing hassles at no extra cost to you or your clients.

Our Proven Track Record With Brokers

We have years of experience working with brokers to deliver competitive insurance solutions to their clients. In fact, we’ve been partnering with brokers across the country for decades.