Greater Philadelphia Area
About Us
In the Philadelphia area, we have brought together six outstanding firms as Alera Group Philadelphia. This includes Pentra, HealthFirst, Somerset Capital, Vantage Point, Perspective Financial Group and HR inTune. Recently, Lamb Benefits – Employee Benefits Division joined our team. Every owner of each firm remains an equity partner in Alera Group. Our mission is to enhance our clients’ experience in tangible and measurable ways by building on the foundation of each firm. We strive to deliver the best possible outcomes—positively impacting our employees, clients, communities and the lives of people we serve.
There is a level of excitement at Alera that our clients experience through daily interactions with our team. We care about our people, our clients, our client relationships and making a difference.
Meet Our Team
People you can count on. People you can trust.
Brooke Sherwin
Benefit Consultant
Brooke serves as a Benefits Consultant who partners closely with clients to deliver proactive, strategic solutions for their health and welfare benefits programs.
With a strong focus on plan design, cost analysis, and the development of innovative alternatives, Brooke ensures her clients receive personalized support and expert guidance. She also collaborates closely with vendor partners to guarantee smooth implementation and ongoing coordination.
Brooke’s strong attention to detail and organized approach, combined with her commitment to overseeing projects from start to finish, make her a valuable asset to Alera Group. She holds a Bachelor’s Degree in Mathematics from Fairleigh Dickinson University and has more than six years of experience in the insurance industry.
What is your favorite city? Budapest
Favorite song? Weekends by Big Time Rush because my uncle helped write and produce the song!
Favorite class in high school? Calculus & Physics
Favorite sports team? Flyers & Phillies
What is something that’s on your bucket list? Playing golf overseas at St. Andrews
Mai Vance
Director of Underwriting
Mai Vance is the Director of Underwriting. She has been in the insurance and financial services industry since 1989. As the Director of Underwriting, Mai serves as the primary liaison with carriers, medical institutions, clients and their advisors, to facilitate the medical and financial aspects of the underwriting process. Mai is also responsible for the implementation and servicing of multiple-life disability & life insurance programs.
Mai currently holds the PA Life/Health License, the Associate, Life Management Institute (ALMI) and the Associate Customer Service (ACS) designations from LOMA.
When she is not taking care of our underwriting needs, she is busy taking care of her family, which includes her husband and two children. They reside in North Coventry Township.
Favorite movie? The Notebook.
Favorite song? Take it Easy, by the Eagles
First thing you do when you go home from work? Hug & pet my dog, Jager.
Favorite Disney movie? The Lion King.
Best advice you’ve ever received? Just show up!
Nicole Watson
Benefit Consultant
Nicole serves as a Benefit Consultant. Nicole works closely with clients to establish strong, active relationships and provides proactive and consultative services.
She demonstrates a high level of proficiency in benefit administration, compliance, and employee communication. Her commitment to managing projects from the initial stage to completion, along with her detailed oriented style, contributes to her success at Alera Group and the bond she has with each of her clients.
Nicole has many years of experience in the industry that give her the ability to thrive throughout her roles in the firm. Nicole holds a Bachelor's degree in Adult and Organizational Development from Temple University.
Rules to live by? Be happy and live every day to its fullest, since you never know what tomorrow will bring.
What did you want to be when you grew up? An Oceanographer! I always wanted to swim with the whales at Sea World.
Childhood nickname? Beaner, since my maiden name is Bean. It still sticks with me today.
What is your favorite T.V. show? Any show on the ID channel. I love a good murder mystery!
If they made a movie about your life, who would you want to play you? Cameron Diaz
Amanda West-Habib, GBA, LTCP
Senior Benefit Consultant
Amanda is a Senior Benefits Consultant. She works closely with clients to establish strong, active relationships to provide a strategic plan for benefit program management along with member communication development and compliance adherence to federal rules.
She has more than 20 years of experience in the industry and holds a Bachelor of Arts degree from University of Mary Washington.
What is something that’s on your bucket list? Experience an African Safari
Most interesting place you have been? Krakow, Poland
Best advice you’ve ever received? Strive for progress rather than perfection
What did you want to be when you grew up? National Geographic photographer
Favorite place to visit? Anywhere that is new to me
Resources
Success Stories (downloads)
Captive Refesability Study for Fortune 500 Company
THE CHALLENGE Alera Group was requested to undertake a captive refeasibility study for an U.S. based multinational manufacturer of appliances with...
Enhancing a Healthcare Captive
THE CHALLENGE A non-profit multi-state health system with 35,000 employees wanted to conduct a feasibility study to determine if captive funding...
Quarry Faces Environmental Liability Query
THE CHALLENGE A large quarry operation owned a dig site that had been filled with a profusion of waste material following a mineral extraction....
An Alera Group member company based in Southern California was asked by the board of directors of a 400-unit condominium building to provide a bid...
Complicated Commercial Real Estate Portfolio
An Alera Group member company based in Southern California was retained by a commercial real estate property manager to review the insurance policies...
Persistence Secures an Infant’s Life Sustaining Treatment
An Alera Group member company that provides services focused on customized, comprehensive employee benefits, HR technology solutions, and wellness...
Start Up Benefits for a Start Up Company
Alera Group was contracted by a start-up national credit counseling company to assist with maintaining employee health benefits offerings while...
An Alera Group company that serves as a multidisciplinary employee benefits and risk management consultancy was approached by a company in the...
THE CHALLENGE Alera Group was the benefits broker for an employer that was working with two affiliated health insurance companies, “Company A”...
Our Community
Big Brothers Big Sisters Independence Region
For over 100 years, Big Brothers Big Sisters Independence Region has been positively impacting children and communities in Philadelphia, Montgomery, Chester, Delaware, Burlington, Camden, and Gloucester counties in PA and NJ. They don’t create potential in a child, they just foster and protect it.
Buck County Children’s Advocacy Center
The Bucks County Children’s Advocacy Center (CAC) provides a safe and child-friendly environment in which CAC staff, law enforcement, child welfare, prosecution, victim advocacy, medical and mental health professionals collaborate to implement effective, coordinated investigations of suspected child abuse.
With more than 2,500 reports of child abuse in Bucks County each year, the Bucks County Children’s Advocacy Center provides a setting in which children can receive timely, collaborative services from agencies mandated by law to investigate reports of child abuse. The predominant approach to child abuse investigations at the Children’s Advocacy Center is the multidisciplinary team model. This approach supports enhanced communications between the various agencies that respond to allegations of child abuse.
The Bucks County Children’s Advocacy Center strives to transform the system by providing a child-friendly setting where a skilled team of professionals come together under one roof to investigate serious child abuse allegations, conduct forensic interviews to aid in the prosecution of offenders and connect children and families with therapy and victim assistance services — always keeping the best interest of the child in mind.
Eluna Network
The mission of Eluna is to support children and families impacted by grief or addiction. Their innovative resources and programs address the critical needs of children experiencing powerful, overwhelming and often confusing emotions associated with the death of someone close to them or substance abuse in their family. No child should have to face these struggles alone, and our unique programs bring kids together to ease their pain and provide the tools to help restore hope.
Children affected by grief or addiction can feel isolated and alone. Circumstance puts them at increased risk for depression, suicide, poverty, anxiety and behavior problems. Children living in a home with addiction are also at four times the risk of developing an addiction of their own. Eluna’s programs come alongside children and their families to provide vital support helping to prevent complications that arise from unaddressed childhood bereavement and to help break the cycle of addiction in the next generation.
Eluna is dedicated to energizing new research and inspiring political advocacy that will lead to higher standards of care and positive outcomes for children in the fields of bereavement and addiction prevention. By raising awareness for these issues, Eluna reduces stigmas, improves understanding, and makes healing possible for children in need.
Alfred I. du Pont Hospital / Nemours Foundation
A gift of toys, games, books, or crafts can do wonders to brighten a child’s life while they are in the hospital or clinic waiting room. The Child Life programs at Nemours offer activities designed to help children cope with their hospital stay.
Child Life specialists in the hospitals are trained to work with children who have serious illness or are recovering from surgery — often using toys, games, and crafts to allow them to express their fears and hopes and regain a sense of mastery and control.
New, cuddly stuffed animals, hand-held video games, books, and music CDs can help to pass the time and provide a distraction from the hospital routine or clinic visit.
Manna
Manna uses nutrition to improve health for people with serious illnesses who need nourishment to heal. By providing medically tailored meals and nutrition education, we empower people to improve their health and quality of life.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
The Compliance Pathway Q1
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
March 5, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
Alera Group Presents: Navigating Medicare
The knowledgeable team at Alera Group is here to help you navigate your Medicare options to ensure you feel confident in your post-65 healthcare coverage.
March 11, 2026 at 12:00 pm CT | Virtual
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Employee Benefits
The Funding Edge: Why Fully Insured Limits Control — and What Modern Funding Unlocks
A funding decision framework leaders can use to evaluate options and align on next steps.
March 17, 2026 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Legal Alert: RxDC Reporting Due June 1st
Reminder: RxDC Reporting Due June 1st
February 26, 2026
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Employee Benefits
IRS Releases Guidance Related to Recent HSA Changes
The IRS recently released Notice 2026-5, which provides guidance and answers to common questions related to the expanded availability of health savings accounts (“HSA”) under the Reconciliation Act (previously named the One Big Beautiful Bill Act) passed into law earlier this year.
December 30, 2025
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Legal Alert: Agencies Clarify How Certain Fertility Benefits May be Treated as Excepted Benefits
This alert is of interest to all employers that offer fertility benefits or may be interested in offering fertility benefits in the future.
November 4, 2025
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Legal Alert: IRS Adjusts Health Flexible Spending Account and Other Benefit Limits for 2026
This alert is of interest to all employers that sponsor health FSAs and qualified transit plans, among others.
October 10, 2025
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