Jeffrey R. Ungvary, President
After graduating from Ithaca College with a Bachelor of Science degree in Finance and an Economics minor, Jeff spent 10 years with Aetna Inc. At Aetna, Jeff held various positions including Middle Market Account Underwriter, Middle Market Account Manager, Small Business Market Service Team Manager and Account Executive – New Business Broker Sales. He was involved in the sale and installation of over 2,000 accounts, ranging in size from two employees to over 3,500 employees, and was a consistent top-performer earning several sales and service awards.
In March 2001, Jeff was recruited to lead Northwestern Group Marketing, Inc., a well-established company with an eighteen year history. He served as Vice President and Employee Benefits Specialist for twelve years at the firm. At the end of 2012, Jeff acquired Northwestern Group Marketing, Inc., now a part of Strategic Wellness & Insurance Management Services, Inc. (SWIM Inc.).
Supported by a staff of eight, Jeff oversees the daily operations of SWIM and is additionally responsible for new business sales and servicing of his existing clients. His experiences in working for insurance carriers and as an insurance broker bring a broad range of industry knowledge and experience to our operation. Active in the insurance community, Jeff is on the National Association of Health Underwriters (NAHU) Legislative Committee as Secretary, CareConnect’s Advisory Board, Aetna’s Premier Producer Council, Assurant’s MVP Roundtable and is a United Advantage Platinum Producer. In prior years, Jeff participated in the HealthNet, Empire and HIP Broker Advisory Councils.
Jeff resides in Bronxville, New York with his wife Jennifer and their three daughters Katharine, Holly and Colette. He remains actively involved in the community, having formed the Father’s Committee at the Eliza Corwin Frost Child Center and now serves as Chairperson of the Steering Committee of the Center; guiding policy, procedures and curriculum. In his exceedingly rare spare time, Jeff enjoys swimming, skiing, surfing and golfing.