Jonathan Schulman, the founder of Schulman Insurance, was the visionary who grew the company into the successful and thriving firm it is today. He began the company over 10 years ago, by making 400 cold calls a day from a closet-sized office. What started as groups of 1 and 2 grew into clients with hundreds of employees. The size of the group never mattered to Jonathan, though. He strove to go above and beyond for every client. The careful attention he gave and creative solutions he devised for his clients lead to rapid growth, while his empathetic, lightning-fast responses allowed him to retain existing clients.

Jonathan had a love of sales and business operations and spent much of his free time further educating himself in these areas. He was often struck by inspiration, constantly thinking of innovative solutions for his clients. Schulman Insurance wasn’t just his livelihood, but a true passion and dream.

Jonathan’s vision lives on in the rest of the Schulman Insurance team and in the clients who remain with us year after year. His kindness, easy sense of humor, and passion for exceptional service will forever be an inspiration to those who knew him.

Jamie Schulman has been the logistical backbone of Schulman Insurance since the beginning. Her pragmatic and practical advice provided the groundwork to allow Jonathan’s vision to soar. Today, as president of the company, Jamie’s insight and business acumen allow the company to thrive.

Jamie holds an undergraduate degree and an MBA from Hofstra University. Her business knowledge, when combined with her creative mindset and Jonathan’s vision, allows her a unique approach to the leadership of Schulman Insurance.

In her spare time, Jamie enjoys crafting, organizing, and spending time with her three sons.

Phillip Byer has overseen the growth of Schulman Insurance as a personal business advisor to Jonathan over the past 10+ years. In 2019, he took over as CEO to ensure a seamless transition and allow customer service to remain the focus of our business.

Phillip holds a Bachelor of Business Administration in Business Computer Information systems from Hofstra University. Prior to working with Schulman Insurance full time, he most recently served as Executive Administrator of Procurement and Operations at St. George’s University where customer experience was also the most important aspect of his role.

In his spare time, Phillip enjoys reading, all things baseball, and spending time with his wife Amy and their daughter Hailey.

Joyce DeFilippo has been an integral part of Schulman Insurance for over 8 years. Under Jonathan’s mentorship, her role at the company expanded as she worked alongside him to grow the business. As an expert insurance advisor, she is constantly seeking to grow her knowledge base and always working to devise innovative solutions. She prides herself on the thoughtful and personalized attention she gives to every client, often advocating on their behalf to obtain necessary healthcare services. Day to day, she manages a team of brokers who provide the very best in client service.

Joyce holds both undergraduate and graduate degrees from Adelphi University. Her background in education informs her ability to give presentations on employee benefits and to simplify complex issues for clients. In her free time, she enjoys reading, creative writing, and music.

Julianna Cohen has worked with employee benefits firms, financial advisors, life insurance brokers, and general agencies since 2010. Julianna works very closely and patiently with clients, walking them step-by-step through complex processes, and providing practical solutions. She focuses on the importance of learning the specific needs of each client in every interaction she has.

Julianna graduated magna cum laude from Fordham University in 2011. In her spare time, she enjoys relaxing on the beach, going to the gym, and traveling.

Caroline joined Schulman Insurance in 2019. As a computer expert, she is always seeking to improve client experience and business productivity through the use of new technology. Her optimism, creativity, and cheerful nature allow her an easy rapport with clients and colleagues alike. Her favorite part of Schulman Insurance is meeting with clients and presenting her knowledge of employee benefits at open enrollment meetings.

Caroline received her bachelor's degree in Risk Management and Insurance from St. John's University. She enjoys traveling, shopping, and spending time with her Shiba Inu puppy.