CBIZ Insurance Services
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CBIZ Insurance Services Employees
CBIZ Insurance Services January 1994 - Present
Skills
Insurance, Property & Casualty..., Business Development, Marketing Strategy, Team Management, Account Management, New Business Development, Sales, Program Management, Marketing
Education
Bucknell University 1977 — 1981
BA, Economics
Cbiz Insurance Services January 2015 - Present
Avidity Insurance June 2013 - January 2015
Farmers Insurance March 2011 - June 2013
Ice 2 U 2009 - 2013
Lexington Liquors December 2008 - January 2011
Skills
Visual Merchandising, Merchandising, Retail Sales, Store Management, Loss Prevention, Customer Service, Sales, Apparel, Styling, Inventory Management, Assortment, Store Operations, Merchandise Planning, Sales Management, Selling, Management, Marketing, First Time Home Buyers, Investment Properties, Training, Insurance, Negotiation, Residential Homes, Real Estate, Strategic Planning, Team Building, Foreclosures, Underwriting
Education
University of Maryland College Park 1980 — 1985
BA, Government and Politics
University of Maryland College Park 1980 — 1985
Bachelor's degree, Political Science and Government
Advantage Parts Solutions September 2015 - Present
East-Coast Seamers January 2015 - Present
Capital Bankcard January 2011 - Present
Veterans Financial, Inc. November 2012 - March 2015
CBIZ Insurance Services January 2008 - January 2011
Sentry Insurance July 2004 - December 2007
Oakwood Corporate Housing 1991 - 2001
Skills
Customer Service, Business Development, Sales Operations, Management, Insurance, Sales, Leadership, Risk Management, Human Resources, Budgets, Negotiation, Health Insurance, Employee Benefits, Executive Management, Strategic Planning, Contract Negotiation, New Business Development, Team Building
Education
Anne Arundel Community College 1982 — 1983
Business
CBIZ Insurance Services 2005 - Present
Self Employed Tutor September 1990 - Present
Allegany County BOE 2003 - 2005
CBIZ Insurance Services 1996 - 2002
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Travel Planning, Presentation Development, Adobe Acrobat, Creativity, Insurance, Teaching, Public Speaking, Leadership, Customer Service, Tutoring, Event Planning, Training, Expense Reports, Facilitation, Genealogy, Algebra, Mathematics Education, Geometry
Education
Frostburg State University 2002 — 2003
MAT, Secondary Mathematics
Frostburg State University 1991 — 1994
BS, Mathematics
CBIZ Insurance Services November 1989 - Present
Northwestern Mutual Life April 1982 - November 1989
Skills
Strategic Planning, Public Speaking, Health Insurance, Insurance, Employee Benefits, Benefits Administration, Mergers, Brokers, Underwriting, Defined Benefit, Health Care Reform, Risk Management, Financial Analysis, Nonprofits, Disability Insurance, Healthcare, Strategy, Analysis, COBRA, ERISA, Health Savings Accounts, Mergers, Workers Compensation
Education
National Association of Health Underwriters 2014 — 2014
NAHU Health Care Reform Certification Course, Certified Patient Protection and Affordable Care Act Professional
The American College 1993 — 1998
Chartered Life Underwriter, Chartered Financial Consultant
Greater Johnstown Area Vo-Tech 1977 — 1979
High School, Greater Johnstown Area Vocational & Technical
Arlington Associates LLC May 1996 - Present
EPIC July 2011 - Present
CBIZ Insurance Services 1998 - Present
Allied North America 1996 - 2009
WineAmerica Insurance 1999 - 2008
Firemans Fund Insurance Company 1994 - 1996
AIG Consultants 1988 - 1994
Skills
Construction Safety, Safety Management..., Accident Investigation, Ergonomics, Training & Development, Risk Management, Risk Assessment, Commercial Insurance, Employee Training, Industrial Hygiene, Property & Casualty..., Claims Management, Workers Compensation, EHS, Legal Liability, Occupational Health, Environmental Awareness, Hazardous Waste..., Hazard Analysis, Hazard Recognition, Safety Training, Industrial Safety, Workplace Safety, Behavior Based Safety, Asbestos
Education
City University of New York-Hunter College 1983 — 1987
MS, Environmental Health Science
Stony Brook University 1975 — 1978
BA, Environmental Studies
CBIZ Insurance Services October 2013 - Present
Wells Fargo Insurance Services April 2012 - October 2013
Arthur J Gallagher Risk Management Services September 2005 - February 2009
Willis of New York Inc. September 2004 - September 2005
Sentry Grand Insurance July 1999 - September 2004
NAPCO LLC 1997 - 1998
Skills
Insurance, Reinsurance, Business Management, New Business Development, Sales Management, Salesforce.com, Selling, Cross Selling, Creative Problem Solving, Creative Concept..., Business Strategy, Business Planning, Business Analysis, Consultancy, Consultative Selling, Strategic Consulting, Management Consulting, Change Management, Operations Management, Team Building, Team Leadership, Team Management, Strategic Planning, Problem Solving, Underwriting, Production, Technology..., Procurement, Board Presentations, Board Relations, Advisory Boards, Board Leadership, RFP preparation, Feasibility Studies, Product Life Cycle..., Joint Ventures, Risk Management, Enterprise Risk..., Benchmarking, Stewardship, Complex Sales, Complex Solutions, Complex Transactions, Loss Mitigation, Partner Relationships, Contract Negotiations, Commercial Real Estate, Real Estate Sales..., Licensed Property &..., Licensed Life & Health...
Education
St. John's University 1995 — 1997
BBA, Insurance
The College of Insurance 1995 — 1997
BBA, Insurance
Clarkstown High School North 1993 — 1994
HS
CBIZ Insurance Services April 2015 - Present
Creative Planning Risk Services December 2011 - March 2015
CBIZ Insurance Services October 2005 - December 2011
Skills
Insurance, Commercial Insurance, Professional Liability, Property & Casualty..., Casualty, Workers Compensation, Risk Management, Personal Lines Insurnace, Legal Liability, Casualty Insurance, Life Insurance, Wealth Management, Liability, Benefits Administration, Retirement, Financial Risk
Education
Missouri Western State University 1997 — 2001
B.S. Criminal Justice / Paralegal Studies, Law
Curtis Jacobson December 2008 - Present
Curtis Jacobson December 2008 - Present
at CBIZ Insurance Services of Maryland, Inc December 1989 - December 2008
CBIZ Financial Solutions, Inc January 1999 - January 2008
CBIZ, Inc December 1999 - 2008
CBIZ Benefits and Insurance of MD, Inc. 1989 - 2008
National Planning Corporation January 2001 - January 2007
CBIZ Insurance Services January 1989 - January 2001
Education
The University of South Dakota 1973 — 1976
BA, Economics, Political Science, Philosophy
Pembroke HS
Rice University
Masters of Arts, Anthropology
The University of South Dakota
Bachelors of Arts, Economics and Political Science
Ames & Gough May 2015 - Present
CBIZ Insurance Services July 1988 - May 2015
Skills
CPCU, RPLU, Management, Underwriting, Start-ups, Professional Liability, Legal Liability, Commercial Insurance, Employee Engagement, Contract Negotiation, Property & Casualty..., Change Management, Employee Benefits, Insurance, Risk Management, Umbrella Insurance, Workers Compensation, Liability, Reinsurance, Casualty, Health Insurance, Disability Insurance, Health Savings Accounts, Benefits Administration, Brokers, Captives, Commercial Lines, Excess
Education
Frostburg State University 1980 — 1980
BS, Business
Koty- Leavitt Insurance January 2013 - Present
CBIZ Insurance Services April 2011 - January 2013
Trayers Insurance Group, LLC May 2005 - April 2011
The Mahoney Group January 2001 - November 2004
Skills
Certified Work Counselor, Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Workers Compensation, Casualty, Legal Liability, Umbrella Insurance, Underwriting, General Insurance, Liability, Strategic Planning, Small Business, Health Insurance, Risk Management, Benefits Administration, Brokers, Management
Education
Northern Arizona University 1995 — 2000
Bachelors, Advertising/Media
CBIZ Insurance Services January 2012 - Present
Meridian Insurance Group January 2004 - January 2011
USI Insurance 1998 - 2004
Skills
Property & Casualty..., Insurance, Professional Liability, Workers Compensation, Health Insurance, 401k, Brokers
Education
Floridia Association Of Independent Agent Education Program 1987 — 1998
Workers Compensation - Property - Casualty - Management Liability - Life - Employee Benefits
Florida Atlantic University 1983 — 1984
Marketing
Florida State University - College of Business 1981 — 1983
Marketing
Smith McGehee May 2013 - Present
CBIZ Insurance Services January 2011 - December 2012
Charles L. Crane Agency November 2008 - December 2010
Arthur J. Gallagher July 2004 - October 2008
Willis of Missouri August 2001 - July 2004
Marsh September 1991 - August 2001
Corroon & Black of MO 1989 - 1991
Liberty Mutual Insurance 1983 - 1988
Skills
Risk Management, Financial Risk, Business Development, Professional Liability, Property & Casualty..., International Program..., Insurance, Claim, Captives, Workers Compensation, Casualty, Commercial Insurance, Underwriting, Legal Liability, Liability, Strategy, General Insurance, Commercial Lines, Brokers, Reinsurance, Risk Analysis, Health Insurance, Claims Management, Life Insurance, Health Savings Accounts, D&O, Excess, Disability Insurance, Employee Benefits, Employment Practices..., Enterprise Risk...
Education
University of Missouri-Columbia 1977 — 1981
BS, Agricultural Economics
CBC High School 1974 — 1977
Mary Queen of Peace 1969 — 1973
Willis of Pennslyvania March 2007 - Present
Cbiz Insurance Services February 2006 - March 2007
Model Consulting, Inc. November 2004 - October 2005
Pinkerton Computer Consultants November 2005 - 2005
Great-West Life and Annuity Insurance Company February 1990 - August 2004
Skills
Insurance
Education
Penn State University 1985 — 1990
Liberal Arts
Council Rock High School 1981 — 1985
General Studies