Trucordia Welcomes Steve Roberts as Executive Vice President, Health Benefits & Financial Services

Trucordia, a top 20 U.S. insurance brokerage, announced today that Steve Roberts has joined the company as Executive Vice President, Health Benefits & Financial Services.

Trucordia, a top 20 U.S. insurance brokerage, announced today that Steve Roberts has joined the company as Executive Vice President, Health Benefits & Financial Services. Roberts excels in bringing teams together to deliver scalable, client-focused insurance solutions, and brings more than three decades of experience leading growth, modernization, and large-scale transformation across major healthcare and benefits organizations.

At Trucordia, Roberts will lead health benefits and financial services. His background spans senior leadership roles at Carelon, Aetna, Henry Schein, Datavant, GE Healthcare, and Veradigm, where he led strategic initiatives tied to integration, platform optimization, and scaling complex businesses.

“Steve brings a rare combination of healthcare depth, operating discipline, and growth-minded leadership,” said Felix Morgan, CEO of Trucordia. “He understands how to modernize platforms, strengthen go-to-market execution, and build solutions that work better for clients and the teams serving them. We look forward to adding his deep experience to this important part of our business.”

Roberts is known for connecting enterprise strategy with field reality. He has spent much of his career helping organizations navigate change while staying focused on the people at the center of the work, including clients, partners, and internal teams. At Trucordia, he will focus on helping teams provide exceptional client service, strengthening the Health & Benefits Platform, and building strategic partnerships.