Broker Check

Small Business Insurance Agency, Inc. - Worcester, MA

542 Main Street, Worcester, MA 01608

TEL. 800-548-6900

Team

At SBIA, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Leadership

Brian Carroll, CLU, CPCU

President and Chief Executive Officer

Brian has made some strategic acquisitions in recent years that have helped to strengthen and bolster Small Business Insurance Agency. SBIA has risen from a small local insurance agency to a national, full service insurance superstore.

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David Soltys, CLU

Vice President

Mr. Soltys has over 22 years of insurance industry experience, joining the Small Business Service Bureau, Inc. in 1986 and shortly after moving over to the Small Business Insurance Agency, Inc.

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George Markoulakis

OSJ Manager

George brings a robust and diligent approach to handling compliance and keeping everyone up to date and informed of the varying strategies and guidelines that are required when doing securities. His experience enables him to convey...

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Anne Moquin, CLU, RHU, REBC

Administrative Manager

For over 30 years Ms. Moquin has worked with the agency’s customers on service issues with their health, life and property casual insurances.

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Sales

Andy Kelly

Insurance Broker

508-770-0238

508-753-8756

Andy Kelly has been a Licensed Insurance Agent with SBIA for over 10 years. Understanding and meeting the goals and objectives of his client is his one and only focus. His areas of expertise are Employee Benefits and Individual Insurance.

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Brad Haddad

Insurance Broker

508-770-0218

508-753-8756

With over 24 years of experience, Brad has the knowledge and understanding of every aspect of the insurance industry. Brad’s expertise spans over many different facets of the insurance world.

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Chris Mespelli

Insurance Broker

508-770-0216

508-753-8756

Chris brings an extensive wealth of knowledge of employee benefit programs to her clients. She specializes in advising employers on all aspects of employee benefits including group health, life, and disability insurance.

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David Shagoury

Insurance Broker

508-770-0177

Specializing in the insurance industry takes a straightforward, knowledgeable, driven and receptive individual. David brings over 20 years of experience and all these attributes to the table.

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Dwight Porter

Insurance Broker

508-770-0263

508-753-8756

Dwight has been in the insurance industry for over 20 years recommending employee benefits, group and individual products. Prior to joining SBIA, he worked as an Annuity and Life Insurance Specialist for MetLife.

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Erik has over 15 years of employee benefits experience and is aligned with key benefits advisors, insurance providers and enrollment partners to provide a complete financial fitness solution.

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Ernie has been in the employee benefit and financial services business for over 30 years. His previous employment positions have included: Financial Services Representative, Executive Recruiter in the Wealth Management / Group...

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Specializing in the retirement and financial planning industry takes an honest, knowledgeable, motivated and responsive individual. With more than 22 years of experience in the insurance and financial planning services field, you get...

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Robert Donnan

Insurance Broker

508-770-0249

508-753-8756

Originally from the UK, Rob joined SBIA in 2005. Licensed in Health, Life and Property & Casualty, Rob possesses a wide range of knowledge for health plans across several states.

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As one of the most experienced and credentialed brokers; Bob is often called on to help new brokers learn the business or assist the team with complex cases. One of his favorite questions for new brokers is “What do we sell?”

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Ryan Matson

Insurance Broker

508-770-0284

508-753-8756

Ryan comes to SBIA with over 10 years of experience in the SMB space and a zeal for using his consulting background to provide his clients with the best level of product and service.

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Property & Casualty

Barbara Rutfield

Property and Casualty Representative

Barbara has worked in the insurance industry since 1984. She has earned her Property and Casualty License as well as the CISR Designation. Barbara works with both commercial and personal lines insurance.

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Kevin Morgan

Property & Casualty Representative

Kevin has worked in the insurance industry since 1985.  He has a diverse personal lines insurance background.

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Marcela Swan

Property and Casualty Representative

Marcela Swan has worked in the insurance industry since 2003. She joined SBIA in 2006. She has worked with long term disability patients and is now currently working in property and casualty.

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Robyn Buskey

Property and Casualty Representative

Robyn has over 18 years of experience in the insurance industry and over 10 years in commercial lines. She started working in insurance in 1999 and then got licensed and moved to the agency side in 2004. Licensed in Property & Casualty...

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Shannon Wilk

Property and Casualty Representative

Shannon began her insurance career handling complex automobile insurance claims for a major carrier and transitioned over to the agency side in 2004. She joined SBIA in August of 2013.

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Service & Marketing Consultants

Dawn Bibeau

Account Representative

Dawn has been with SBIA since 1998 servicing and supporting brokers and their client’s needs. She has a great deal of experience with new business submissions, additions, terminations and billing & claim issues.

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Deborah Hackett

Account Representative

Deborah Hackett has over 12 years of experience in the Insurance Industry administering Health and Insurance benefits from Fidelity Investments to Unemployment Insurance. She enjoys getting to know her customers on a personal level.

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Staci Graves

Marketing and Sales Coordinator

Staci comes to SBIA with backgrounds in writing, social media and marketing. With several different specialties, she brings a fresh eye and new outlook on developing and implementing campaigns.

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Tracy Garrity

Account Representative

Tracy comes to SBIA with over 20 years of experience in Healthcare. She has managerial experience in both Internal & Family Medicine Practices and Hospital settings.

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