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Levy Benefits Advisors
David H. Levy
Vice President and Managing Director of Employee Benefits
David H. Levy
David is a Chartered Life Underwriter® (CLU®), Senior Lead Advisor, and a Principal and Vice President of Levy & Associates. In addition, he maintains a variety of industry designations such as Registered Employee Benefit Consultant® (REBC®), CHARTERED FINANCIAL CONSULTANT® (ChFC®), and Registered Health Underwriter® (RHU®) In addition, he has a Life Underwriting Training Council Fellowship (LUTCF) designation.
David began his career working during college in the home office of Phoenix Home Life Mutual Insurance Company. Then, he spent several years serving as a benefits specialist at Brokerage Concepts. David joined Leon L. Levy & Associates in 1992 and developed the firm/s presence as a well established corporate benefits specialty firm supporting a variety of benefit strategies like group medical insurance, group disability insurance and group life insurance. In addition, David’s breadth of experience is also in FSA plans and COBRA administration.
David received a Bachelor of Science in Business Administration from The University of Hartford and a Masters in Business Administration from Temple University. David is also Series 7 and 63 licensed and registered with LPL Financial and is life and health insurance licensed.
David is a member of the Million Dollar Round Table, active in the Golden Slipper Club and is the club’s immediate Past-President, President of the Levy Castle Foundation For Diabetes Research, Treasurer of the Jewish Publication Society and active in the Junior Jewish Basketball League.
On a personal note, David and his wife, Jaimi, reside in Rydal, Pennsylvania. They have two children, Sam and Jack. In his spare time, David enjoys playing basketball and getting together with his band, The Unfriended, where David keeps the beat as drummer.
In my own words… “When I think about how people should consider their insurance planning, I believe they should look at life as a series of short chapters, and focus on how the chapters relate to the overall long term picture.”
Client Service Manager
Charlene is a Lead Customer Service Administrator for corporate life and health insurance at Levy and Associates. She specializes in all aspects of service and support for group medical insurance, group disability insurance and group life insurance. She joined Leon L. Levy & Associates in 1998.
Charlene began her career at Guardian Life Insurance Company then joined Brokerage Concepts in King of Prussia, PA. She is PPACA Certified and maintains her life and health insurance license.
In my own words… “People should realize that insurance is a safety net to protect them from catastrophic loss.”
Jill is an Account Coordinator for Levy and Associates. She specializes in group insurance with a specialty in the preparation and presentation of renewal rates for group medical insurance, group disability insurance and group life insurance. She joined Leon L. Levy & Associates in 2004.
She is also life and health insurance licensed.
She began her career at Law Enforcement Health Benefits, a specialty firm in Philadelphia concentrating on the service and support of corporate benefits for the law enforcement community.
Jill also has a Bachelor’s of Science in Business Administration from Pierce College
In her free time, Jill enjoys traveling to the beach, watching sports and spending time with her family.
In my own words… “Having access to proper medical insurance can improve people’s lives and their health.”
Greg Harrigan, CLU, REBC, RHU is our Client Services Associate and offers a plethora of experience and training, enabling our advisors to serve our clients to the best of our ability. He is also life and health insurance licensed.
Greg supports the process of group insurance renewals in the preparation of rates for group medical insurance, group disability insurance and group life insurance. Greg is a Chartered Life Underwriter (CLU) and he joined Leon L. Levy & Associates in 2002.
Greg began his career at Burlington Coat Factory’s corporate office then entered financial services when he joined Janney Montgomery Scott.
In his free time, Greg enjoys writing and recording music, boxing and oil painting.
In my own words… “People should be thankful for the opportunity to obtain wealth and grateful to afford the benefits of insurance.”
Sr. Client Service Specialist
Maria is a Sr. Client Service Administrator for corporate life and health insurance at Levy and Associates. She specializes in all aspects of service and support for group medical insurance, group disability insurance and group life insurance. She joined Leon L. Levy & Associates in 2000.
Maria began her career at US Life Insurance Company, then moved to Allstate Financial and Brokerage Concepts.
She has an Associate’s Degree in Business Management from Pierce College.
COBRA Service Administrator
Lynne is a COBRA Service Administrator in corporate health insurance at Levy and Associates. She specializes in all aspects of service and support in COBRA administration. She joined Leon L. Levy & Associates in 2010.
Lynne began her insurance-related career in 1990
In her free time, Lynne enjoys reading, writing, sewing and travelling. She is also the author of The Insurance Decoder: How To Maximize Your Health Insurance Benefits, Minimize Out-Of-Pocket Expenses And Stay One Step Ahead Of Your Insurance Company.
In my own words… “People should consider health insurance a costly and necessary expense."