Bearence Management Group
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Bearence Management Group Employees
PHD Retirement Consultants May 2013 - Present
Bearence Management Group April 2010 - April 2013
Lockton Companies January 2009 - March 2010
Northwestern Mutual October 2006 - December 2008
J.P. Morgan Retirement Plan Services September 2002 - September 2006
Skills
Retirement, 401k, Consulting, Employee Benefits, ERISA, Public Speaking
Education
University of Alabama
B.A., Double Major, Behavioral Psychology and Journalism
Anderson University
M.D.
Rockhurst University
M.B.A., Finance
Vero Beach
Bearence Management Group June 2014 - Present
Education
St. Olaf College 2001 — 2005
B.A., English
Curtin University of Technology 2004 — 2004
Cultural Studies; Photojournalism
Drake University 2000 — 2000
Business Horizons Entrepreneurship Program
Dowling Catholic
American Family Insurance - Tim Wallace Agency April 2015 - Present
Bearence Management Group April 2014 - April 2015
Farmers Insurance March 2009 - April 2014
Valley Staffing, inc. March 2007 - March 2009
American Family Insurance December 1987 - December 2007
Skills
Insurance, Customer Service, Small Business, Commercial Insurance, Sales, Marketing, Networking, Team Building, Disability Insurance, Property & Casualty..., Coaching, Leadership, Account Management, Strategic Planning, Long-term Care
Education
Inver Hills Community College 1981 — 1983
Minnesota Department of Commerce
License, Property & Casualty, Life & Health
South St. Paul
Storey Kenworthy May 2011 - February 2014
Bearence Management Group 2014 - 2014
Bearence Management Group 2014 - 2014
Wells Fargo September 2009 - June 2011
RuffaloCODY June 2007 - August 2008
RuffaloCODY August 2005 - June 2007
Skills
Microsoft Office, Customer Service, Cold Calling, Customer Relations, Word, Microsoft Word, Sales, Recruiting, Public Relations, Event Planning, Project Management
Education
Ames High School
Columbia Southern University
BA, Human Resource Management, Organizational Leadership
Kirkwood Community College 2004 — 2006
AA, Liberal Arts
Bearence Management Group April 2005 - Present
Marsh February 2000 - April 2005
Corporate Express July 1998 - February 2000
Skills
Organizational, customer service, Multi-tasking, Customer Service, Commercial Insurance, Building Relationships, Insurance, Organizational Structure, Employee Benefits, Property & Casualty..., Health Insurance
Education
Drake University 1994 — 1998
B.A., International Relations
Maryknoll High School, Hawaii 1991 — 1994
Nationwide Private Client September 2015 - Present
Concorde General Agency, Inc. August 2014 - September 2015
Fireman's Fund Insurance Company March 2006 - July 2013
Fireman's Fund Insurance Company March 2006 - November 2012
Bearence Management Group April 2002 - March 2006
Skills
Property & Casualty..., Underwriting, Commercial Lines, Insurance, Liability, General Insurance, Umbrella Insurance, Excess, Homeowners, Property Damage, Inland Marine, Professional Liability, D&O, Brokers, Workers Compensation, Commercial Insurance
Education
P/C agent license and Life Health license
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Business Administration and Management, General
Bearence Management Group July 2014 - Present
T-Chek Systems / CH Robinson December 2013 - July 2014
City of Savage September 2013 - February 2014
Brookstone October 2012 - September 2013
UPS October 2011 - October 2012
Skills
Sales, Retail Sales, Customer Service, Cashiering, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Computer Hardware, Troubleshooting, Networking, Inventory Management, Technical Support, Software Installation, System Administration, Windows Server
Education
Minnesota State University, Moorhead 2015 — 2017
Bachelor's degree, Information Technology
Hennepin Technical College 2012 — 2014
Associate's degree, Network and System Administration/Administrator
Guncheon Financial, LLC June 2010 - Present
Bearence Management Group April 2009 - April 2010
Principal Financial Group April 2006 - April 2009
Minnesota Funeral Directors Association June 1998 - October 2005
California Primary Care Consortium April 1995 - May 1998
California Medical Association July 1984 - April 1995
California Medical Assn. 1984 - 1994
American Hospital Association February 1979 - June 1984
Skills
Retirement, Estate Planning, Insurance, Employee Benefits, Management, Disability Insurance, Risk Management, Public Speaking, Small Business, Term Life Insurance, Long-term Care, Social Security, Long Term Care, Securities, Finance, 401k, Retirement Planning, Portfolio Management, Entrepreneurship, Customer Service
Education
Elmhurst College 1977 — 1979
B.A. English, English Education
Fenwick 1969 — 1973
St. Edmund 1963 — 1969
Bearence Management Group February 2012 - Present
The Weitz Company April 2011 - September 2011
My English School November 2008 - April 2010
Greenberg Traurig March 2006 - November 2008
Skills
Mircosoft Office, LexisNexis, Westlaw, FMLA, Short Term Disability, COBRA, ERISA, Term Life Insurance, Corporate Wellness, Wellness Initiatives, CCH Database, JDE Software, Employee Benefits, Benefits Administration, New Hire Orientation, Social Media, Website Development, Employment Contracts, Candidate Screening, Customer Service, Building Relationships, Event Planning, Budgeting, Coordinate Staff..., Public Relations, Corporate Fundraising, Office Management, Hiring Practices, Turnover Tracking, Open Enrollment, Payroll Collaboration, Compliance, On-Boarding, Leave Administration, Health Plans, Microsoft Office, Policy, Payroll, Health Policy, Wellness, Insurance, Corporations, HRIS, Fundraising, Disabilities, Screening Resumes, New Hire Orientations, Employee Relations, Budgets, Onboarding
Education
Drake University 2010 — 2012
MPA, Human Resource Management
High Point University, High Point NC 2001 — 2005
Bachelor of Arts, Business Administration
Saint Gertrude, Richmond, VA 1997 — 2001
High School Degree
Bearence Management Group January 2013 - Present
Bearence Management Group March 2011 - February 2013
Gallagher Benefit Services December 2008 - September 2009
Stanton Group April 2001 - December 2008
Skills
Employee Benefits, Insurance, Benefits Administration, New Business Development, Sales Management, Coaching, Sales, Leadership, Disability Insurance
Education
University of Minnesota-Twin Cities 1972 — 1976
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bearence Management Group August 2007 - Present
Nationwide Advantage Mortgage Company 2001 - 2004
Nationwide Insurance (Allied Insurance) January 1998 - April 2001
Allied Insurance October 1988 - January 1998
Skills
Human Resources, Employee Benefits, Workers Compensation, Insurance, Benefits Administration, Onboarding, Employee Relations, Property & Casualty..., Performance Management, Succession Planning, FMLA, Health Insurance, Policy, Leadership, New Hire Orientations
Education
Iowa State University
MS, Human Resources/Industrial Psychology
Iowa State University
BS, Business/Psychology
Associated Financial Group October 2011 - Present
Bearence Management Group October 2009 - November 2011
Gallagher Benefit Services August 2006 - September 2009
Financial Concepts, Inc. June 2004 - August 2006
Medica November 1985 - June 2004
Skills
Employee Benefits, Insurance, Benefits, Health Insurance, New Business Development, Health Savings Accounts, Customer Relations, Account Management, Health, Problem Solving, Underwriting, Benefits Administration, Workers Compensation, Life Insurance, Health Care Reform, Customer Service
Education
Hennepin Technical College
Sales & Marketing
Bearence Management Group
Skills
Insurance, Property & Casualty..., Health Insurance, Employee Benefits, Marketing, Commercial Insurance, Workers Compensation, Underwriting, Risk Management, Liability, Management, Account Management, Strategic Planning, Sales, New Business Development
Education
Truman State University 1979 — 1983
Bachelor of Science (B.S.), Accounting
Bearence Management Group April 2005 - Present
Marsh January 1991 - April 2005
Skills
Insurance, Risk Management, Employee Benefits, Commercial Insurance, Health Insurance, General Insurance, Underwriting, Professional Liability, Brokers, Life Insurance
Education
University of Iowa
Finance/Marketing
Bearence Management Group September 2007 - Present
American Enterprise Group March 2005 - September 2007
American Enterprise 2005 - 2007
Marsh August 1998 - August 2004
Sedgwick July 1984 - August 1998
Skills
Insurance, Employee Benefits, Health, Sales Management, Risk Management, Mergers, Team Building, New Business Development, Strategy, Marketing, Mergers & Acquisitions, Management, Health Insurance, Account Management
Education
LSP 2009 — 2010
Morningside College 1970 — 1974
BS in Education, Education and Pre-Med
Bearence Management Group 2008 - Present
Rosenbloom & Rosenbloom, Inc September 1994 - June 2008
Skills
Mergers, Estate Planning, Insurance, Health Insurance, Disability Insurance, Retirement Planning, Mergers & Acquisitions, Employee Benefits, Strategic Financial..., Investments, Leadership, Property & Casualty..., Risk Management, Life Insurance, Management, Retirement, Fixed Annuities, Workers Compensation, Wealth, 401k, Small Business, Finance, Mutual Funds, Health Savings Accounts, Underwriting, Commercial Insurance, Wealth Management, Brokers, Financial Advisory, IRAs, General Insurance, Professional Liability, Term Life Insurance, Long-term Care, Series 7, Liability, Enterprise Risk..., Insurance Brokerage, Legal Liability, Long Term Care Insurance, Claims Management
Education
Stanford University 1979 — 1983
Stanford University 1979 — 1983
washburn high school
Bearence Management Group 2005 - Present
Central Exchange 2002 - 2010
Bearence Management Group 2005 - 2008
Marsh & McLennan 1987 - 2005
Education
University of Northern Iowa 1977 — 1979
Bearence Management Group March 2012 - Present
University of Minnesota September 2005 - Present
Kincaid's August 2007 - October 2014
Skills
Account Management, Customer Service, Sales
Education
University of Minnesota-Twin Cities 2005 — 2010
Retail Merchandising and Design Studies
University of Minnesota
BACHELOR OF ARTS, Business and Marketing Education, Retail Merchandising and Design Studies
Bearence Management Group October 2005 - Present
Skills
Risk Management, Insurance, Property & Casualty..., Claim, Health Insurance, Commercial Insurance
Education
St. Cloud State University 1991 — 1994
Bachelor of Science, Psychology
Willmar
Willmar
Bearence Management Group September 2007 - Present
Marsh, Inc. May 2005 - September 2007
Mercer Administration June 1994 - May 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Mergers & Acquisitions, Accounting, Process Improvement, Mergers, Finance, Risk Management, Management, Insurance, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1992
MBA, Finance & Accounting
Iowa State University 1977 — 1981
BS, Animal Science
Businessolver June 2015 - August 2015
Bearence Management Group June 2014 - August 2014
Des Moines Golf and Country Club June 2009 - August 2014
Hy-Vee 2009 - 2011
Skills
Time Management, Leadership, Teamwork, Team Building, Organization Skills, Communication, High Achiever, Diversity & Inclusion, Financial Reporting
Education
University of Iowa 2013 — 2016
Bachelor's Degree, Finance, General
Coleman/Quiner Ltd. December 2014 - Present
Bearence Management Group July 2012 - December 2014
Principal Financial Group February 2012 - July 2012
Abbott Laboratories January 2008 - February 2012
Target 2005 - 2007
ITAGroup August 2004 - April 2006
Education
University of Northern Iowa 2000 — 2004
Bachelor of Arts (B.A.), Leadership Minor
Ankeny
Keller Williams Realty, Inc. May 2015 - Present
Bearence Management Group August 2011 - May 2015
Holmes Murphy & Associates May 2010 - August 2010
Sigma Alpha Epsilon Fraternity January 2009 - August 2009
Skills
Risk Management, Insurance, Employee Benefits, Health Insurance, Investments, Workers Compensation, Property & Casualty..., Management, Disability Insurance, Financial Analysis, Program Management, Retirement, Fixed Annuities, Customer Service, Strategic Financial..., Microsoft Office, Retirement Planning, Underwriting, Marketing, Estate Planning, Commercial Insurance, Life Insurance, Brokers, Finance, Market Intelligence, Market Research
Education
Iowa State University 2007 — 2011
Bachelor of Business Administration, Finance
Dowling Catholic High School 2003 — 2007
Bearence Management Group October 2012 - Present
Bearence Management Group October 2012 - December 2013
Skills
Collaborative Problem..., Production Support, Manage Client..., Establish & Maintain..., Comprehensive Planning, Thinking Outside The Box, Business Analysis, Financial Analysis, Strategic Financial..., Financial Markets, Equity Research, Equity Trading, Market Research, Microsoft Excel, Client Relations Skills, Process Improvement
Education
Montana State University-Bozeman 2013 — 2017
Political Science, Finance, General
University of Western Sydney
Finance, General
Montana State University-Bozeman
Finance and Financial Management Services
USA FOXX and FURS September 2012 - Present
Bearence Management Group May 2015 - August 2015
Von Hanson's Meats May 2012 - August 2012
Farmington Liquor Store June 2011 - June 2012
Ruby Tuesday February 2010 - July 2011
Skills
Customer Service, Microsoft Office, Time Management, Cashiering, Social Networking, QuickBooks, Telephone Skills, PowerPoint, Project Management, Marketing, Event Planning, Organization, Leadership, Graphic Design, Internet, Answering Phones, Photoshop, InDesign, Communication, Facebook, Social Media, Management, Proposal Writing, Google Docs
Education
University of Minnesota Duluth 2012 — 2015
Bachelors, Marketing
Inver Hills Community College 2011 — 2012
Associate of Arts (A.A.), General Studies
Bearence Management Group 1976 - Present
Skills
Employee Benefits, Insurance, Health Insurance, Strategic Planning, Executive Management, Succession Planning, Public Speaking, Small Business, Executive Coaching, Leadership Development, MBTI, Fundraising, Mediation, Healthcare, Arbitration, Real Estate, Management Consulting, Conflict Resolution, Investments, Litigation, Estate Planning, Customer Service, Account Management, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1971 — 1975
BA, American Studies
Hays Companies September 2014 - Present
Bearence Management Group April 2013 - September 2014
Bearence Management Group June 2011 - April 2013
Skills
Marketing, Marketing Strategy, Marketing Communications, Customer Service, Sales, Strategic Planning, Project Management, Social Media Marketing, Microsoft Office, Social Media, Management, Direct Marketing, Email Marketing, Leadership, Account Management, Microsoft Excel, New Business Development, Business Development, Insurance, Event Planning
Education
The Ohio State University 2004 — 2008
Bachelor of Science (BS), Strategic Communication and Spanish
Cretin-Derham Hall 2000 — 2004
WesleyLife June 2014 - Present
Bearence Management Group December 2011 - October 2014
Capital City Fruit March 2007 - November 2011
Skills
New Hire Orientations, FMLA, Onboarding, Benefits Administration, Performance Management, Employee Handbooks, Employee Recognition, Job Descriptions, Employee Benefits, Employee Relations, HRIS
Education
University of Northern Iowa 2001 — 2005
Bachelors, Management with Emphasis in Human Resources
Bearence Management Group July 2010 - Present
Madison Groves Insurance July 2007 - June 2010
Madison Groves Consulting June 2004 - June 2009
Mercer Human Resource Consulting September 1980 - May 2005
Skills
Employee Benefits, Benefits
Education
Drury University 1971 — 1973
MBA, Business Management
Evangel University 1962 — 1966
BBA, Management
Coleman/Quiner Ltd. December 2014 - Present
Bearence Management Group April 2011 - December 2014
Deloitte 2004 - 2005
Skills
Finance, Customer Service, Strategic Planning, Sales, Financial Planning, Consulting, Insurance, Leadership, Business Analysis, Financial Analysis
Education
Creighton University 1999 — 2003
Economics/Finance
Bearence Management Group March 2005 - Present
Marsh May 1996 - March 2005
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Human Resources, Disability Insurance
Education
Drake University 1988 — 1992
Counselor Realty, Inc. February 2012 - Present
Greater Twin Cities United Way July 2011 - November 2011
Bearence Management Group September 2004 - April 2011
Rosenbloom & Rosenbloom, Inc. September 2004 - April 2011
Aon Risk Services November 1998 - September 2004
Skills
Real Estate, Communication, Customer Service, Enterprise Risk..., Foreclosures, Management, Marketing, Marketing Strategy, New Business Development, Professional Liability, Residential Homes, Team Building
Education
University of Minnesota-Morris
BA, Theatre and Communication
University of Saint Thomas - School of Business
MBA - Insurance Emphasis
Care Initiatives February 2012 - Present
Bearence Management Group May 2008 - February 2012
AIB College of Business 2006 - 2007
Skills
Benefits Administration, Employee Benefits
Education
Upper Iowa University 2005 — 2007
Bachelor's degree, Human Resources and Accounting
AIB College of Business 2003 — 2005
Associate of Business Degree, Accounting and Financial Services
Bearence Management Group October 2005 - Present
LaMair Mulock Condon October 1985 - September 2005
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Brokers, Sales
Education
Iowa State University 1978 — 1981
Bachelor of Science Degree in Agriculture Business
Kuemper Catholic High School 1973 — 1977
Bearence Management Group February 2008 - Present
Marsh & McLennan Companies/Mercer January 2004 - February 2008
Allergan (Pharmaceutical/Ophthalmology) July 2001 - January 2004
Northwestern Mutual May 1996 - July 2001
Skills
New Business Development, Marketing, Health Insurance, Insurance, Employee Benefits, Retirement, Property, Marketing Strategy, Marketing Communications, Business Planning, Public Relations, Media Relations, Integrated Marketing, Event Planning, Advertising, Mergers, Business Development, Strategic Planning, Health Savings Accounts
Education
Iowa State University 1991 — 1996
Bachelor of Science (B.S.), Public Relations and Health
Johnston Community School District
Bearence Management Group June 2010 - Present
West Des Moines Soccer Club December 2005 - August 2010
KVI-Marsh Advantage America December 1993 - September 2000
Skills
Insurance, Employee Benefits, Health Insurance, Customer Service, Disability Insurance, Benefits Administration, Microsoft Office, Building Relationships, Marketing
Education
Boston University 1984 — 1988
BA
Sun Life Financial June 2014 - Present
Bearence Management Group October 2012 - June 2014
HealthPartners February 2009 - October 2012
Associated Financial Group August 2005 - August 2007
Unum July 2002 - August 2005
Unum September 1999 - July 2002
Mitor 1997 - 1998
Skills
Dental, Health Insurance, Employee Benefits, Insurance, Client Retention, Benefits, Employee Wellness..., Life Insurance, Disability Insurance
Education
Minnesota State University, Mankato 1995 — 1998
Bachelor of Science (BS), Business Administration
Buffalo High School 1992 — 1995
Bearence Management Group 1993 - Present
T.C. Field & Company January 1994 - January 2009
Skills
Property & Casualty..., Insurance, Risk Management, Mergers & Acquisitions, Workers Compensation, General Insurance, Management, Professional Liability, Employee Benefits, Claims Management, Brokers, Claim, Liability
Education
Minnesota State University, Mankato
MA
University of Minnesota-Twin Cities
BA
Johnson McCann a Division of North Risk Partners March 2014 - April 2015
Bearence Management Group September 2011 - February 2014
Bearence Management Group September 2008 - August 2011
North Star Resource Group August 2003 - August 2008
HealthPartners 1998 - 2003
Skills
Employee Benefits, Health Savings Accounts, Risk Management, Health Insurance, Insurance, Benefits Administration, COBRA, Disability Insurance, Workers Compensation, Customer Service, Employee Relations, Open Enrollment, Onboarding, Underwriting, Brokers, Life Insurance, FMLA, Management, Account Management, Strategic Planning, Term Life Insurance, Team Building, Sales, Leadership, New Business Development, Process Improvement, Training, Marketing, Claim, Medicare, Healthcare, Managed Care
Education
North Hennepin Community College 1984 — 1987
Applied Science, Marketing and Sales
Irondale Senior High 1980 — 1984
Bearence Management Group August 2006 - Present
Holmes Murphy & Associates February 1998 - May 2006
Wellmark Blue Cross Blue Shield of Iowa November 1983 - February 1998
Education
Purdue University 1990 — 1990
Chartered Health Consultant
Drake University 1987 — 1989
Masters in Public Administration, Public Administration/Health Economics
University of Minnesota-Twin Cities 1971 — 1974
BA, Political Science
Bearence Management Group June 2011 - Present
Great Ape Trust October 2005 - July 2010
Iowa Association of Business and Industry January 1996 - June 2005
United Way of Central Iowa June 1993 - December 1995
Northwestern Bell, US West September 1974 - June 1993
US Navy Reserve August 1971 - August 1974
Education
Naval Officer Candidate School 1971 — 1971
Reserve Officer Commission
North Dakota State University 1967 — 1970
BS Industrial Engineering, Industrial Engineering
Christensen Group May 2014 - Present
Arthur J. Gallagher & Co. February 2012 - May 2014
Bearence Management Group October 2007 - February 2012
Paragon Insurance 2004 - 2006
Aon Risk Services 1997 - 2001
Cargill January 1990 - August 1997
Skills
Property & Casualty..., Risk Management, Brokers, Underwriting, D&O, Workers Compensation, Professional Liability, Enterprise Risk..., Commercial Insurance, Insurance, Employee Benefits, Liability, Health Insurance, Legal Liability
Education
Normandale Community College
AS, Accounting
University of Minnesota-Twin Cities
Bearence Management Group Director of MarketingIowa Hospital Association2000 - 2005
Education
Grand View College 1985 — 1989
BA, Business
Bearence Management Group October 2011 - Present
Fink Agency April 2006 - October 2011
Minnesota Insurance Network August 2003 - April 2006
Minnesota Mutual January 2000 - July 2003
St. Paul Companies January 1996 - January 2000
State Farm Insurance February 1993 - February 1996
Advantage Insurance October 1991 - January 1993
Skills
Commercial Insurance, Property & Casualty..., Claim, Small Business, Insurance, Health Insurance, Notary Public, Underwriting, Marketing, Brokers, Risk Management, CISR Designation
Education
Inver Hills Community College 1988 — 1991
Associate Degree
Park Senior High High School or equivalent