Caitlin Beale
Benefits Technology Analyst
Caitlin joined the firm in 2015 and is a Benefits Technology Analyst. She provides comprehensive support to account teams and brokers at multiple levels, with a focus on client service, technology solutions, and administrative functions for both small and large, multi-site groups. Brings deep expertise in HR technology platforms, including Employee Navigator, ADP, and Paylocity. Current responsibilities include the end-to-end configuration, testing, and maintenance of client sites within Employee Navigator, as well as leading carrier and payroll integration initiatives to ensure seamless system integration and client satisfaction. Cait earned her Life and Health license in 2017.