Deerfield, IL — Alera Group, a top independent national insurance and wealth services firm, announced today the expansion of its Northeast regional leadership team with the appointment of three Vice Presidents, including Whitney Floyd, Scott Stauffer and Rosa Torcasio, and Director Chris Roberts. The expanded Northeast regional leadership team will ensure development and implementation of efficient operations that will optimize the employee experience and enhance Alera Group’s growth activities across the region.
Whitney Floyd has been promoted to vice president of sales and development for the Northeast, working with all 42 offices in the region. Floyd joined Alera Group in April 2021. In her expanded role, she will continue leading sales initiatives and working closely with leaders of business units and functional segments to support organic revenue growth and profitability.
Scott Stauffer has been named to vice president of financial operations for the Northeast region, directing and overseeing all financial and risk management operations in addition to financial underwriting and data analytic direction. Stauffer joined the C. M. Smith Agency in 2013 and has been with Alera Group since C.M. Smith’s 2017 acquisition. Stauffer brings more than 30 years of employee benefits experience to Alera Group.
Rosa Torcasio has been appointed to vice president of operations in the Northeast region, ensuring the development of cost-effective systems to meet current and future needs of the organization. Torcasio has served in the firm for more than 15 years, with roles including Benefits Administrator, HR & Operations Manager, Director of Operations and most recently to Vice President of Operations. She brings key experience to the team with expertise in corporate growth, employee relations, benefits administration and policy and procedure development.
Chris Roberts has been promoted to director of sales and development for the Northeast, overseeing growth and operations in throughout the region. Roberts has served in a variety of roles throughout the organization, previously as an administrative associate and then promoted to inside sales manager. Roberts’ expertise and contributions in customization and reporting inside the CRM software system will provide a strong foundation for the efficiency of sales metrics in the Northeast region.
“Alera Group values the ability to provide a greater depth and breadth of resources to transform the client experience and maintain strong local relationships,” said Gary Piantedosi, Managing Director of Alera Group’s Northeast Region. “Chris, Rosa, Scott and Whitney all have a proven track record of innovative thinking and constant collaboration. We are excited to announce these four well-deserved promotions and we look forward to seeing them continue to excel.”
About Alera Group
Alera Group is an independent, national insurance and wealth services firm with more than $1 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 3,500 professionals in more than 150 offices provides creative, competitive services that help ensure a client’s business and personal success.
Source: Alera Group
