WHO WE ARE
 Our Vision
The Medical Link believes that health care and
benefit management programs are changing
daily as employers look for methods to maintain or reduce
their existing and future costs. We believe the successful
managers of health care cost will be those employers, providers
and consultants who significantly involve themselves in
the active management of the medical delivery system.
Our Purpose
First and foremost, it is to assist our clients in assessing and developing the management of the most beneficial benefit programs. Our diverse management team is experienced in all core and voluntary benefit programs. We have organized our firm around the principal components of employee benefit management
Our Organization
It has become evident that employers are looking for performance related services and results that deliver added value to their organizations. We focus on the client to produce unique program designs and significant financial reductions for our customers
Industry Involvement
All of our employees are actively involved in the nation’s health care delivery system through involvement in associations such as the National Association of Health Underwriters, the Society of Human Resource Managers, Health Insurance Association of American, the Association of Alternate Benefit Consultants, the Society of Certified Senior Advisors and many more. Many of us hold board positions in these organizations. Our activities in these organizations stems from the belief that we have an obligation to our clients to represent them in as many aspects of healthcare delivery as possible—from influencing legislation to sharing new concepts with industry leaders throughout the United States.
Maurice Lyons
Maurice (Mickey) Lyons is the founder and President of The Medical Link, a worldwide corporate benefit-consulting firm established in 1990.
Mickey is on the board of directors of the NYS Association of Health Underwriters, current chair of the states’ legislative committee, and President of the Downstate Chapter. He is an originating member of the Society of Medical Benefit Administrators, (SAMBA) and the insurance advisor to the Independent Doctors of New York (IDNY). Mickey has been active in Washington and New York and on health advisory committees for several political candidates on both sides of the aisle.
Prior to entering the insurance industry he spent 25 years as senior officer and president of various well-known manufacturing and retailing organizations. This experience affords him the true opportunity to evaluate benefit plans from the position of the employer as well as the consultant.
Mickey resides in Manhattan and is an active member in many charitable organizations. He is a major supporter of The Park East Day School, and is past chair of The Parents Fund Raising for the University of Pennsylvania Class of “2005”. Mickey can be reached at 212 490 8777, extension 104.
Degrees
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B.B.A. in Political Science, University of Miami
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Post Graduate Work in Business
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University of San Francisco Law School
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NYU Graduate Program
Affiliations
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National Association of Health Underwriters
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Society of Human Resource Management Benefit SIG - not for profit SIG
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Society of Medical Benefit Administrators
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National Association of Alternative Benefit Consultants
Licenses
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Life & Health Insurance
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Property & Casualty Broker
Bryan Erdheim
Bryan Erdheim has been a member of the The Medical Link team since 1999. In addition to his expertise in the employee benefits arena, Bryan heads up the proptery and casualty division of our firm. Bryan is known for is methodical approach to solving client problems.
Bryan worked for one of the top ten brokerage firms in the country specializing in large commercial clients, meeting their property and casualty, and employee benefit needs.In 1999, The Medical Link recruited him and he has become a strategic member of our team. He has implemented many of the strategies he learned in his former organization and has applied his expertise to the growth of our firm.
Bryan has had an interesting view of the insurance industry. He began his career handling third party claims; protecting clients from potential lawsuits from outside parties. This experience enabled him to identify exposures that clients facte and that are often overlooked, on a first-hand basis. He then moved to brokerage as an account executive where he was responsible for customer management and consulted with senior mangement regarding their insurance exposure.
Degrees
- B. A., Psychology Major, Pace University
Licenses
- Life & Health Insurance
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Property & Casualty Broker
Patrice S. Goldfarb, CSA
Patrice S. Goldfarb is a Certified Senior Advisor, as well as an experienced employee benefits consultant. She has over 17 years of experience in the employee benefits and long term care insurance planning arena. Her experience includes large corporate markets, small businesses and non-profit organization. Her work with individuals is limited to long-term care insurance.
Patti was the founder and President of Creative Benefit Solutions, an employee benefits consulting firm specializing in employee benefit related issues such as medical plan design and funding, long and short term disability programs, group life insurance and voluntary programs such as long term care insurance. The company was founded in 1992 and works with attorneys; accountants and insurance agents by providing research, planning, design and placement of employee benefit programs and long-term care insurance for their clients. Recently, the firm merged with The Medical Link.com in order to expand and offer its clients enhanced services
She has published health insurance related articles and conducted seminars for accounting firms, bar associations and insurance agencies on topics such as: “Issues to Consider in Choosing the Right Health Plan”; “Long Term Care Insurance Design and Planning” and “International Health Insurance Issues”. She is currently President of the New York Association of Health Underwriters; a former President of the New York City chapter of Women’s Life Underwriter’s Confederation and has sat on the board of the New York City chapter of the National Association of Life Underwriters. She is also a certified instructor for the New York State Department of Insurance
Degrees
- B. A., Psychology, Monmouth College
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Farleigh Dickinson University Postgraduate work
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Experimental Psychology
Licenses:
- Life & Health Insurance
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Variable Annuities
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NASD 6 & 63
Certifications
- Life Underwriters Training Counsel Instructor
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Certified for Continuing Education in New York State (Insurance)
Affiliations
- National Association of Health Underwriters – New York President past
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National Association of Insurance and Financial Advisors
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Society of Human Resource Managers
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Women Life Underwriters Confederation – Past President New York City
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Women’s Global Business Alliance
Rossitza (Rossi) Kotzeva
Rossi has been with The Medical Link since 2000. Her original country of birth is Bulgaria (Eastern Europe) where she also received her first bachelor’s degree in Business Management. She comes from a family of entrepreneurs and has the vision of one. She worked as an HR assistant to the executive at Pepsi Co. –Bulgaria, and finished an internship at KMPG-Bulgaria. She came to the USA in 1999 to study at Baruch College (CUNY) where she obtained her BBA in Finance and Investments while learning the benefits consulting business. She also obtained a Health and Life Insurance License. In addition to her native Bulgarian language, Rossi speaks fluent English and Russian, and she can communicate in German and Macedonian.
In 2002 Rossi headed our operations department and ever since she has help The Medical Link grow and enhance the level of every service. She says that the word “impossible” does not exist in her language and that she “can’t count over five ” when negotiating rate increases with the insurance companies. She has extraordinary abilities in finance and management. Every phone and claim issue she takes on a personal level and follows through until every single resource has been exhausted. Knowing the details of every insurance contract helps her win the majority of the appeals that we conduct for our clients on daily basis. She trains and monitors our staff to make sure that every service is performed with impeccable quality.
With unlimited interest in research and statistics, Rossi follows the industry’s trends and developments which she later implements educating our staff and clients, and their employees. She prepares quantity vs. quality report for every proposal that we present to a client with greatest details to educate the clients and help them make informed decisions, and get the most for their money.
Degrees:
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B.A., Business Management, Sofia University, Bulgaria
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B.B.A., Finance and Investments, Baruch College, NYC
- Financial weekly columnist for the Bulgarian newspaper "NeDelnik"
Languages:
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Bulgarian
- Macedonian
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Russian
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German
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