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James Schutzer (left), vice president, and Joseph Moschitto, president

James Schutzer and Joseph Moschitto first met in the early 2000s as friendly industry competitors (and rival Little League coaches) in Rye Brook. They reconnected in 2010, as classmates in a licensing course at Westchester Community College. Now, as the leading insurance consultants at White Plains-based JDM Benefits, they’re working together to present Westchester employers with accessible insurance solutions and employee-benefit plans.

“Employer decisions directly impact employees and their families, and the wrong decision could have negative repercussions for everyone involved,” Schutzer notes. “We put clients in a situation where they can make confident, educated decisions.”

Changes to insurance systems under the Affordable Care Act originally appeared to be a challenging shift in the industry but instead turned into an opportunity for JDM to develop new strategies. Moschitto, who founded JDM in 1993, says that implementing workshops on navigating the ACA, along with forging relationships with nonprofits, helped them gain an edge on the competition. They currently boast a 95 percent client-retention rate.

JDM’s local impact has swelled in the last five years, with an annual growth rate of 15 percent. The firm’s 10 employees serve a total of 250 clients in the New York-metro area, including more than 70 in Westchester County. Westchester employers currently account for an estimated 25 percent of JDM’s revenue.

According to Schutzer, JDM’s greatest advantage lies in offering the resource power of a national brokerage with the personal touch of a boutique firm. “Our clients know they can pick up the phone and deal with the company principals directly, at any time,” he says.


 

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