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Jim Davis
Senior Vice President of Sales
336.774.3447
Jim started Estate and Business Insurance Services in 1975 in Winston-Salem, NC. The company provided insurance benefits to groups and individuals for 30+ years and insured over 200 group clients, as well as a large number of individuals. Jim has a passion for the insurance industry unmatched by many and brings that passion to JBA Benefits. Jim was honored as a member of the Mass Mutual's Leaders Club and qualified for the industry's Million Dollar Round Table. Jim's company, Estate and Business, was also recognized for President's Club with Blue Cross and Blue Shield of North Carolina and was honored with Platinum status by United HealthCare. Jim's decision to merge his organization with JBA Benefits was important in order to better serve the clients' needs long term. Jim holds licenses in Life & Health and Medicare & Long Term Care. |
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Chad Huff
Vice President of Sales
336.774.3448
After graduating from UNCG in 2002 with a Bachelor of Science degree, Chad began his career in the insurance industry and currently holds Property and Casualty, Long Term Care/Medicare and Life and Health Licenses. As sales leader for the Employee Benefits Division at JBA Benefits, Chad works with employer groups to improve the cost effectiveness of their employee benefits programs through the development of quantitative models. Chad continues to be one of the top producing agents in the industry and is passionate about providing continuous risk improvement measures comprised of minimizing costs while maximizing benefits for his clients. |
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Teresa Gutierrez
Regional Sales Manager, Raleigh
336.774.3711
Teri joined JBA Benefits, LLC in 2012. Teri brings over 25 years of experience in group health, self-funding, disability, life, and other voluntary benefits for mid-to-large size businesses. Her innovative approach and analytical skills generate significant premiums savings for clients coupled with her high-touch approach to customer service. Teri is an expert in health insurance reform and serves on multiple working groups developing the Health Benefit Exchange in North Carolina. She is a certified Life Underwriter Training Council Fellow (LUTCF). She is past president of the Triangle Association of Health Underwriters, past president of Raleigh Life Underwriters, and president-elect of the North Carolina Association of Health Underwriters. Her professional achievements include two Seabury & Smith Director's Council Awards. Teri graduated magna cum laude with two bachelor of science degrees in Business Administration and Marketing from Barton Collage NC. |
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Cheryl Grant
Group Benefit Specialist/New Business Development
336.774.3451
Cheryl joined JBA Benefits in 2010. She brings with her almost two decades of employee benefit brokerage experience as well as comprehensive HR and compliance knowledge. Cheryl was recently named a 2011 Five Star Insurance Professional in North Carolina which is awarded to the top 2% of brokers in our state. As a trusted benefits adviser, Cheryl takes a highly consultative approach to fully understand the issues employers face today. She assists employers with addressing their organization's challenges and objectives through creative and effective benefit solutions which ultimately meet and exceed operational goals. Cheryl is a graduate of Virginia Tech with a B.A. in Political Science and holds licenses in Life & Health and Medicare & Long Term Care. |
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Sarcanda Bellissimo
New Business Development
336.774.2848
Sarcanda Bellissimo joined JBA in August 2010. Upon completion of JBA Benefits' training program, Sarcanda will fulfill the role of Sales Associate in New Business Development. A native of Winston-Salem and a graduate of UNC Charlotte, Sarcanda brings 10 years of successful outside sales experience. Sarcanda was most recently Vice President of Sponsorship Sales for the Winston-Salem DASH minor league baseball team. She joins Allegacy because of the organizations core values and synergy concept. Sarcanda has a passion for selling a product that truly helps people while adding value to the company she represents. |
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Keenia S. Phillips
Account Executive/Education Coordinator
336.774.2837
Keenia joined JBA Benefits in 2004. With a passion for employee education, Keenia works to educate employers and employees throughout the year. Keenia is Wellness Certified and is involved with the client from the first stages of workplace wellness program creation to the final implementation and ongoing communication. Keenia takes a hands-on, proactive approach when assisting clients with their benefit programs. She believes that each clients' benefit package should be tailored to correlate with their corporate philosophy, satisfy budget limitations, and meet the needs of their individual employees. By working with her clients to develop long term education and wellness strategies, her clients can forecast budgets more accurately and can exhibit more control over rising health care costs. Keenia holds licensees in Life & Health and Medicare & Long Term Care. |
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Leigh Shenberger
Account Executive
336.774.2838
Leigh joined JBA Benefits, LLC in 2007. She holds NC Insurance licenses in Life & Health, Medicare Supplement and Long Term Care and is also a Notary Public. Leigh works with our clients as a liaison between the client and the JBA team. She assists with benefit strategy development and implementation of all products, services and carriers. She maintains a high level of contact with the client's HR team to ensure that their changing needs and goals are addressed timely and accurately. Leigh provides her clients with the highest level of professionalism and service, while providing 'Best in Class' tools and capabilities. She is passionate in her desire to identify the appropriate solutions that save her clients time and money. |
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Liz Gallops
Individual Specialist/Account Manager
336.774.3467
Liz joined JBA Benefits, LLC in 2011. Liz specializes in insurance products for individuals and seniors. She also helps build and maintain effective professional relationships with clients by overseeing new and renewing groups. Liz is Past-President of the Triangle Association of Health Underwriters and current Chair for North Carolina Association of Health Underwriters' political action committee. She also serves on the 2012 NC Life & Health Agent Advisory Committee for the NC Department of Insurance. Liz holds bachelor degrees in Sociology and Spanish from North Carolina State University and a Master's degree in Higher Education Administration from the University of South Carolina. She is currently licensed in NC. |