We take pride in our long term client relationships

ABOUT US

Located in New England in Boston Massachusetts’s financial district, Yozell serves local, national and global clients who are headquartered in the U.S. We provide a depth of experience and a caring approach to problem resolution for many diverse organizations, non-profit and for-profit alike. Whether your business is small or large, we can help you incentivize, attract, and retain top talent through the development, execution, and oversight of strategic, competitive employee and C-Suite benefit plans.

OUR MISSION STATEMENT

To strive to provide our clients with the best possible value in group employee and executive benefits products and services. We work to strengthen the quality of our services so the value to our clients is enhanced and our relationship with them grows stronger.

OUR HISTORY

Founded in 1960, Yozell Associates is a second generation employee benefits, health and welfare employee benefits brokerage firm. Located in the heart of Boston’s Financial District, we serve organizations located throughout the U.S. including their global affiliates. Yozell remains independently owned to ensure the interests of its clients continue to be its main focus.

The firm was started over a half century ago by Peter Yozell. He began his career as a life insurance agent for MassMutual, but soon transitioned his entrepreneurial spirit to founding Yozell Associates. Peter remained committed to Yozell and the group employee benefits industry throughout his life, working with insurance carriers to develop products and services relevant to his client’s needs. As a thought leader, he addressed national gatherings and mentored many of today’s most successful HR and benefits professionals. John Yozell, Peter’s son, is the current CEO and carries on his father’s mission to enhance the quality of the client’s experience through innovation and thoughtful leadership. Other members of the leadership team include Marijane Norris Geary as President, Amy Johnson as Vice President of Client Services and Elizabeth Cawley as Vice President of Operations.

Yozell Associates today continues to enjoy serving the group employee and executive benefits needs of a diverse group of employers. Yozell takes pride in its in-depth experience supporting and advising clients ranging from the small “start-up” to the larger, publicly traded company. Continuing Peter’s commitment to the non-profit sector remains a priority and Yozell Associates is proud of the large number of nonprofit clients whom we advise on HR, benefits, and compliance matters, and our involvement in a variety of community organizations and activities. Clients value the personal attention they receive from our knowledgeable and dedicated team, resulting in longtenured relationships spanning two generations of the Yozell family.

OUR LEADERSHIP TEAM

The Yozell Associates Leadership Team is one of the most experienced, knowledgeable, and well-respected in the group employee benefits brokerage and consulting industry. Learn more about our Leadership Team, and why so many customers continue to rely on us to maximize employee and executive benefit plan offerings, problem-solve complex benefit situations, keep them apprised of current state and federal compliance regulations and guidelines, and update them on important HR trends and challenges.

DEDICATED ACCOUNT MANAGEMENT TEAM

Each of our clients is provided with a dedicated Account Management Team comprised of professionals who possess the required skills and depth of experience to not only meet, but truly exceed, your benefit service and plan design and benefits administration needs.

Your dedicated Account Management Team includes both leadership members who provide team oversight and participate in the strategic planning process, as well as members of our Client Management Team who are responsible for the daily servicing of your account.