Greg Schaefer, CIC, CPIA, ACI
Greg Schaefer, founder of SEI New York, has been licensed in the insurance field for over 15 years. He holds licenses in Property & Casualty, Life & Health and has obtained distinguished designations as a Certified Insurance Counselor (CIC), a Certified Professional Insurance Agent (CPIA) and an Associate in Captive Insurance (ACI). His insurance expertise extends into health care, food and Captives.
Greg founded SEI New York to help business owners save money on insurance without compromising coverage or customer service. His business model has always been successful because it is based in a deep understanding of the needs of customers, both personal and commercial. This is true from the initial inquiry to long-term relationships.
How does one choose an insurance partner?
To bring sense to it, SEI provides customers with a comprehensive review of their current policies and then uses that intelligence to offer them cost-saving alternatives without risk or obligation. But the service only begins there. Through SEI New York, Greg has saved his clients, including entrepreneurs of all types and sizes, thousands of dollars in insurance premiums with exactly the right coverage. SEI accomplishes this across a wide range of insurance areas.
Schaefer Enterprises’ business model is precisely aligned with his clients’ goals — to keep costs down and long-term security up. SEI exists to help them pay less for the insurance they really need and only what they really need. As all of his clients can attest, Greg also prides himself on the professionalism, accessibility and exceptional customer service that sets Schaefer Enterprises, Inc. apart.
Monika Bolkun-Robert, MBA, Partner
Monika Bolkun-Robert, MBA, is a Partner and the top insurance producer at Schaefer Enterprises, Inc. She specializes in risk management and insurance coverage for architects, engineers and construction managers involved in public work, as well as for general and trade contractors. Monika is also highly experienced with restaurants, pharmacies, beauty salons and spas and commercial and residential properties of all sorts. Monika is also fluent in Polish and helps the Polish-American community with all of their business insurance needs.
Willy Blum of Schaefer Enterprises, Inc. has quickly become a top producing Property Casualty Insurance Broker. Willy’s insurance specialty is in non-profits and affordable housing. Prior to joining Schaefer Enterprises, he spent more than a decade in the financial services industry in bond sales, as a NYSE floor broker. He is a graduate of Loyola University, Maryland.
Paul Byrne, AINS, ACI
Paul Byrne began his career in financial services before transitioning into insurance. Paul specializes in Cyber Insurance and Employment Practices Liability Insurance (EPLI) and helps his clients navigate the best insurance coverage options for their business. Paul is a graduate of George Washington University.
James Tallarico began his career in financial services working as a trader for large international banks. Leveraging this background, James has developed an extensive practice in Management Professional Liability for financial institutions. Prior to his professional career, James was a Division 1 basketball player at Loyola University and credits his team building skills to his athletic career.
Chris White began his career in corporate finance before transitioning into insurance. He provides exceptional customer service and develops customized insurance plans for clients in the hospitality and medical fields, ensuring that they have the coverage they need with the best possible rates. Chris is a graduate of Penn State University.