CBIZ Life Insurance Solutions, Inc
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CBIZ Life Insurance Solutions, Inc Employees
CBIZ Life Insurance Solutions, Inc June 2014 - Present
CBIZ Benefits May 2013 - Present
ASSOCIATED INSURANCE AGENTS, INC. August 2009 - June 2014
CNA Insurance 1989 - 1992
American States Insurance Company 1983 - 1989
Midwestern United Life Insurance Company 1975 - 1979
Skills
Insurance, Employee Benefits, Long-term Care, Life Insurance, Training, Health Insurance, Disability Insurance, Benefits Administration, Commercial Insurance, Brokers, Underwriting, COBRA, Long Term Care, Benefits, Health, Affordable Health Care..., Group Life and..., Car Mechanic
Education
National Association of Insurance and Financial Advisors 1989 — 1990
LUTCF, The uses of Life Insurance and Disability Income Insurance
The American College 1982 — 1984
Chartered Financial Consultant, Financial Planning, earned ChFC
The American College 1979 — 1982
Chartered Life Underwriter, Life Insurance, Earned CLU
OJT Car Mechanic 1969 — 1980
Ford Mustangs, Passing Grade for sure
Bowling Green State University 1970 — 1973
BLS, Journalism, Philosophy, English, Economics, History
CBIZ Life Insurance Solutions, Inc November 2012 - Present
Marsh November 2010 - October 2012
Skills
Insurance, Underwriting, Claim, Life Insurance, Reinsurance, Management, Claims Management, Liability, Health Insurance, Brokers, Property & Casualty..., Disability Insurance, General Insurance, Universal Life, Term Life Insurance, Fixed Annuities
Education
Birmingham-Southern College
BA
CBIZ Life Insurance Solutions, Inc June 2004 - Present
Good Samaritan Hospital March 2001 - March 2004
Skills
Customer Service, Microsoft Word, Microsoft Office, Outlook, Insurance
Education
Hofstra University
Mariner Wealth Advisors November 2014 - Present
CBIZ Life Insurance Solutions, Inc November 2012 - October 2014
CBIZ Special Risk Insurance Services, Inc. March 2011 - November 2012
CBIZ Special Risk January 2007 - March 2011
Cooperative Development Services February 2004 - August 2006
Minnesota Department of Agriculture January 2002 - June 2003
Education
University of Minnesota-Twin Cities 1998 — 2003
B.S., Agricultural and Food Business Management/Marketing
The DZAP Group LeaseLabs™ June 2014 - Present
CBIZ Life Insurance Solutions, Inc August 2013 - June 2014
Better Business Bureau of San Diego August 2011 - August 2013
Enlarge Media Group February 2011 - July 2011
Cal State Fullerton - University Extended Education September 2009 - July 2011
Macy's July 2007 - July 2009
Skills
Social Media, Facebook, Social Media Marketing, Marketing, Press Releases, Public Relations, Email Marketing, Event Planning, Social Networking, Newsletters, Media Relations, Fundraising, SEO, Proofreading, Public Speaking, Event Management, Blogging
Education
Cal State Fullerton
BA, Communications and Advertising
CBIZ April 2015 - Present
CBIZ Life Insurance Solutions, Inc September 2008 - April 2015
CBIZ Life Insurance Solutions, Inc September 2007 - September 2008
Gap Inc. August 2005 - September 2007
Skills
Account Management, Case Managment, Insurance, Liability, Term Life Insurance, Customer Service, Life Insurance, New Business Development, Underwriting, Research, Financial Services, Microsoft Office, Policy
Education
Michigan State University 1999 — 2003
Bachelor, Journalism/Public Relations
CBIZ Life Insurance Solutions, Inc June 2010 - Present
CBIZ Life Insurance Solutions, Inc October 2009 - June 2010
CBIZ Life Insurance Solutions, Inc February 2007 - October 2009
Hope Esthetics Cosmeceutical September 2006 - December 2006
Skills
Insurance, Word, Outlook, Excel, Problem Solving, Customer Service, Account Management, Microsoft Excel, Microsoft Word, Life Insurance, Analysis, Strategic Planning, Sales, Management, New Business Development, Financial Services, Liability, Fixed Annuities, CRM, Strategic Financial..., Leadership, Estate Planning, Policy, Financial Analysis, Underwriting, Term Life Insurance, Long-term Care, Retirement Planning, Marketing Communications, Universal Life, Series 6, Series 63, Time Management, Marketing, Training, Health Insurance, Disability Insurance, Property & Casualty...
Education
LOMA 2014 — 2014
Fellow, Life Management Institute
LOMA 2012 — 2012
Associate, Life Management Institute (ALMI)
LOMA 2011 — 2011
Associate, Customer Service (ACS)
California State University-San Marcos 2002 — 2006
BS, Business, Marketing/Management, Minor in Communications
American Associated Pharmacies (AAP) September 2014 - Present
CBIZ Life Insurance Solutions, Inc July 2009 - September 2014
CBIZ Life Insurance Solutions, Inc. April 2012 - May 2013
CBIZ Special Risk Insurance Services, Inc. January 2011 - April 2012
CBIZ Special Risk Insurance Services, Inc. July 2009 - January 2011
Spectrum Marketing, LLC September 2007 - July 2009
Skills
Graphic Design, Event Management, Marketing Communications, Market Research, Media Relations, HTML scripting, Manage Marketing Budget, Design Integrated..., Event Planning, Social Media, Corporate Branding, Social Media Marketing, Marketing, Analysis, Business Development, Email Marketing, Account Management, Strategy, Brand Development, Direct Mail, Direct Marketing, Brochures, Trade Shows, Integrated Marketing, Advertising, New Business Development, Marketing Strategy, Sales, Online Marketing, Brand Management, Brand Awareness, Marketing Management, Lead Generation, Management, Digital Marketing, Online Advertising, Strategic Planning, Product Marketing, Budgets, Leadership, Corporate Communications, Market Planning, Customer Service, Public Relations, Social Networking
Education
Chadron State College 2014 — 2016
Master of Business Administration (MBA)
University of Alabama 2003 — 2007
Bachelor of Science Degree, Marketing
2000 Paces Productions, Inc. March 2014 - Present
CBIZ Life Insurance Solutions, Inc March 2008 - June 2013
CBIZ Life Insurance Solutions, Inc March 2008 - July 2011
LifePro June 2006 - January 2009
TAIC January 2004 - August 2005
San Diego State University August 2002 - January 2004
US Navy July 1994 - November 1999
Skills
Operations Management, SharePoint, Insurance, Media Relations, Payroll, Software
Education
San Diego State University-California State University
Bachelor of Arts (BA), Geographic Information Systems
San Diego State University-California State University
Geographic Information Systems (B.A.)
CBIZ Life Insurance Solutions, Inc 1995 - Present
Prudential Brokerage January 1990 - April 1995
Skills
Financial Risk, Life Insurance, Customer Service, Insurance, Underwriting, Health Insurance, Management, Microsoft Excel, Term Life Insurance, Disability Insurance, General Insurance, Universal Life, Training, Employee Benefits
Education
Augustana University (SD) 1977 — 1981
BA, Biology, Pre-Med
CBIZ Life Insurance Solutions, Inc January 2014 - February 2015
Strategy Driven Marketing January 2013 - December 2013
LPL Financial November 2001 - December 2012
Nicholas Applegate September 1991 - November 2001
Carver Federal Savings Bank 1986 - 1989
Skills
National Accounts, Strategic Communications, Strategic Planning, Marketing Strategy, Insurance, Business Development, Relationship Marketing, Business Relationship..., Building Strong..., Presentation Development, Key Account..., Key Account Growth, Written Communication, Management, Long-term Care, Life Insurance, Financial Services, Financial Advisory, Leadership, Account Management
Education
University of San Diego 1991 — 1993
Master of Business Administration (MBA)
University of San Diego 1985 — 1989
Bachelor of Business Administration (BBA), Business Economics
CBIZ Life Insurance Solutions, Inc November 2012 - Present
Baltimore City Public Schools 2010 - 2012
Morgan Stanley 2007 - 2010
Skills
Special Education, Lesson Planning, Curriculum Design, Curriculum Development, Classroom Management, IEP, Elementary Education, Educational Leadership, Differentiated..., Literacy, Classroom, Tutoring, Spanish
Education
Baltimore City Teaching Residency (BCTR) 2010 — 2011
Alternative Certification for Early Chilldhood Development (Pre K - 3rd), Early Childhood Education and Teaching
Loyola College in Maryland
Bachelor of Arts (B.A.), Psychology