Employee Benefit Specialists
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Employee Benefit Specialists Employees
AER Worldwide, Inc. February 2011 - Present
Craford & Craford, Inc January 2006 - February 2011
Employee Benefit Specialists June 2003 - January 2006
AMCAL, Inc January 2001 - June 2003
NorthAmerican Van Line Agency March 1997 - January 2001
The North Face 1995 - 1997
Southern Pacific Rail Corporation January 1991 - January 1995
Skills
International Accounting, E-Waste Recycling, Electronics Distribution, Financial Planning, Competitive Analysis, Budgeting, Accounting, Forecasting, Strategic Financial..., Budgets, E-Waste, Auditing, Credit, Business Strategy, Process Improvement, Financial Modeling, Employee Benefits, Start-ups, Leadership, Executive Management, Business Development, Finance, Accounts Receivable, Due Diligence, Strategic Planning, Team Building, Financial Analysis, Corporate Finance, Management, Business Planning, Operations Management, Financial Reporting, Mergers & Acquisitions, Team Leadership, Cash Flow, Account Management, Financial Accounting, Internal Controls, Contract Negotiation, Risk Management, Negotiation, Sarbanes-Oxley Act, New Business Development, Business Process..., US GAAP, Pricing, Strategy, P&L Management, Sales, Customer Service
Education
St. Mary's College of California 1992 — 1993
Master of Business Administration (M.B.A.), Finance
University of Nevada Las Vegas Lee Business School 1987 — 1990
BS, Business Management
Robert Half November 2013 - Present
California Generator Service June 2004 - Present
Employee Benefit Specialists September 2011 - November 2013
Skills
Business Process Design, Business Process..., Visual Basic, Microsoft Excel, AutoCAD Architecture, Analysis, Microsoft Office, Accounting, Account Reconciliation, PeopleSoft, Accounts Receivable
Education
University of Oregon 2008 — 2011
Bachelor of Science, Accounting
Alere, Inc - Home Monitoring August 2011 - Present
Lutheran Social Services of Northern California November 2009 - August 2011
United Spiral Pipe, LLC August 2007 - August 2009
Employee Benefit Specialists March 2006 - August 2007
East Bay Fellowship November 2001 - March 2006
Shore Terminals, LLC August 1998 - November 2001
Wickland Oil Company May 1995 - January 1998
Education
University of California, Berkeley 2013 — 2013
Project Management Professional, Certificate
San Francisco State University 2011 — 2011
Nonprofit Management & Strategic Leadership Certificate, Certificate
Buena Vista University 1980 — 1985
BA, Finance & Accounting
Employee Benefit Specialists January 2010 - Present
Consort Homes January 2005 - February 2009
Chesterfield Valley Development L.L.C. January 2003 - January 2005
The Jones Company February 1989 - January 2003
Skills
Insurance, Sales, Employee Benefits, Life Insurance, Health Insurance, Sales Management, Real Estate, Contract Negotiation, Account Management, Selling, Customer Service, Negotiation, Cold Calling
Education
University of Denver - Daniels College of Business 2004 — 2007
Masters, Real Estate
Webster University 1995 — 2000
Bachelors, Business
EPIC July 2014 - Present
Leavitt Group / Jenkins Insurance Services December 2008 - Present
Athens Benefits . Jenkins Insurance Group May 2007 - December 2008
Employee Benefit Specialists June 1989 - September 2006
Xerox Corp September 1984 - May 1989
Skills
Business Process..., Strategic Planning, Operational Planning, Employee Benefits, Corporate Communications, Cross-functional Team..., Organizational Growth, Staff Development and..., Mentoring and Team..., Client Retention and..., Strategic Leadership, Training, Team Building, Management, Insurance, Marketing, Strategy, Leadership, Leadership Development, Talent Management
Education
Texas A&M University 1979 — 1983
Business Administration / Marketing
University of California, Berkeley
N/A, Writing Coursework
Nationwide Insurance September 2013 - Present
Ohio BWC October 2011 - September 2013
GatesMcDonald January 2008 - May 2010
GatesMcDonald September 2004 - August 2008
GatesMcDonald April 2001 - September 2004
Compensation Consultants Inc. August 1997 - April 2001
Employee Benefit Specialists June 1997 - August 1997
Towers Perrin June 1996 - August 1996
Skills
Workers Compensation, Claim, Process Improvement, Risk Management, Leadership, Management, Sales, Claims Management, Health Insurance, Program Management, Marketing, Employee Benefits
Education
Franklin University 2005 — 2007
Master, Business Administration
The Ohio State University 1992 — 1997
Bachelor's Degree, Actuarial Science
Access Information Management April 2013 - Present
Commerce West Insurance, a MAPFRE Company January 2011 - December 2011
Employee Benefit Specialists June 2010 - January 2011
National Debt Planners August 2008 - October 2009
Skills
Customer Service, Payment Processing, Accounts Payable, Outlook, Microsoft Excel, Data Entry, Accounting
Education
Heald College-Hayward 2012 — 2013
Associate of Applied Science, Accounting and Business/Management
Henry Schein April 2014 - Present
Henry Schein Dental August 2008 - April 2014
Colgate Oral Pharmaceuticals October 2006 - September 2008
Sultan Healthcare - A Division of Dentsply International February 2005 - October 2006
Employee Benefit Specialists May 2002 - February 2005
Skills
Consultative Selling, Teamwork, Microsoft Office, New Business Development, Promotions, Accountability, Business Development, Key Account Management
Education
Le Moyne College 1999 — 2002
BS, Business Administration
Therapists Unlimited April 2015 - Present
Volunteer Center of the East Bay September 2014 - April 2015
N. Correa Childcare Services June 2005 - April 2015
Self-employed January 2006 - December 2014
Employee Benefit Specialists October 2006 - April 2011
Spruce Elementary School January 2010 - May 2010
Self-employed July 2006 - December 2006
Education 1 Internship Program September 2004 - June 2005
Ygnacio Valley Elementary School November 2004 - May 2005
Skills
Child Development, Childcare, Community Outreach, Adolescents, Nonprofits, Family Services, Early Childhood..., Psychology, Volunteer Management, Public Speaking, Program Development, Superior Organization, Meticulous eye for..., Highly responsible, Passion for Helping..., High Achiever, Computer Proficiency, PowerPoint, Customer Service
Education
San Francisco State University 2007 — 2010
Bachelor of Arts (BA), Child and Adolescent Development
Diablo Valley College 2005 — 2007
Clayton Valley High School 2001 — 2005
Employee Benefit Specialists February 2013 - Present
Bayside Medical Group, Inc. December 2011 - Present
Kavanagh Liquors July 1997 - Present
Kaiser Permanente August 2011 - December 2011
Comcast Cable/Infinity December 2010 - March 2011
MarketSmart, Inc March 2004 - December 2010
MarketSmart, Inc March 2004 - March 2005
OneLegal December 2001 - January 2004
LAW OFFICES OF JAMES G. SCHWARTZ February 1996 - August 1999
Oakland Tribune July 1996 - December 1998
Skills
Employee Benefits, Onboarding, FMLA, Human Resources, Recruiting, Deferred Compensation, HR Policies, Training, Payroll, Interviews, ADP Payroll, Outlook, PeopleSoft, Workers Compensation, Accounts Payable, Applicant Tracking..., Temporary Placement, Benefits Administration, Employee Relations, HRIS, Customer Service, Management, New Hire Orientations, Personnel Management, College Recruiting, Succession Planning, Performance Management, Hiring, Labor Relations, Employee Handbooks, Data Entry, Open Enrollment, Talent Acquisition, QuickBooks, Compensation, Staffing Services, Screening Resumes, HR Consulting, COBRA, Conflict Resolution, Taleo, Temporary Staffing, Employment Law, Employee Training, Background Checks, Screening, Exit Interviews, Leave of Absence, Administration, Job Descriptions
Education
Skyline College 1989 — 1991
AA, Paralegal studies
Skyline College 1989 — 1991
AA, Legal secretarial
Co-Sales Northern California March 2008 - Present
Employee Benefit Specialists July 2006 - June 2007
Pleasanton Mortgage November 2005 - July 2006
Aetna January 2001 - November 2005
Skills
Customer Service, Microsoft Office, Analysis, Microsoft Word, Invoicing, Microsoft Excel, Genweb/Becton, MEI, Trade Pro, Demand Tech, Administrative Duties, Day-to-day operations, System Administration, Vendor Relations, Client Services, Research & Analysis, Promotions & Deductions
Education
San Jose State University 1985 — 1987
Business
West Valley College
Associate of Arts (AA)
Keenan & Associates March 2011 - Present
Employee Benefit Specialists July 2008 - December 2010
Electric Euro Service July 2002 - September 2008
BPO Management Services June 2007 - June 2008
Human Resource MicroSystems August 2006 - June 2007
Colt Express Benefits Services January 2005 - August 2006
Human Resource MicroSystems March 1998 - December 2004
Burns Philp Inc. 1987 - 1998
Photo & Sound Company 1982 - 1992
Skills
Benefits Administration, Benefits, Insurance, Customer Relations, Customer Service, SaaS, Employee Benefits, Human Resources, Account Management, HRIS, Management, CRM, Project Management, Leadership, Sales, Personnel Management, Deferred Compensation, Customer Support
Education
Gustavus Adolphus College 1970 — 1971
Nursing, General Sciences
Colorado Health Insurance Brokers January 2015 - Present
HUB International Insurance Services, Inc January 2014 - December 2014
Hub International Insurance Services July 2010 - December 2013
Ehrman & Associates, Inc. July 1999 - July 2010
Employee Benefit Specialists July 1993 - July 1999
New York Life Insurance Company 1990 - 1993
Skills
Employee Benefits, Employee Relations, New Business Development, Business Intelligence, Insurance, Brokers, Health Savings Accounts, Health Insurance, Group Benefits, Strategic Planning, Dental, Compliance, Benefits, Commercial Insurance, Problem Solving, Benefits Administration, Health, Process Improvement, Dentistry, Sales Management, Management, Entrepreneurship, Property & Casualty..., Underwriting, Small Business, Claim, Risk Management, Leadership, Account Management, Training, Customer Service, Time Management, Mergers & Acquisitions, Executive Management, Term Life Insurance, Life Insurance, Liability, General Insurance, Long-term Care, Consulting, 401k, Customer Retention, D&O, Medicare, Professional Liability, Employment Practices..., Self-funded, Claims Management, Fixed Annuities, Legal Liability
Education
Minnesota State University, Moorhead
BA, Business
North Dakota State College of Science
Associate Degree in, Computer Science
Drake High School
RESOURCE MANAGEMENT SOLUTIONS, LLC. January 2011 - Present
Employee Benefit Specialists September 1992 - December 2010
Blue Cross Blue Shield 2006 - 2008
Blue Shield of Western New York 1986 - 1992
Skills
Insurance, Strategic Planning, Employee Benefits, Financial Planning, Customer Relations, Health Insurance, Business Planning, Healthcare, Performance Management, Negotiation, Management Consulting, Contract Negotiation, Business Strategy, Benefits, Marketing Strategy, Public Speaking, New Business Development, Leadership Development, Leadership, Team Building, Analysis, Process Improvement, Customer Service, Strategic Financial...
Education
Canisius College 2011 — 2014
THE AMERICAN COLLEGE OF FINANCIAL SERVICES, Health/Health Care Administration/Management, Chartered Healthcare Consultant (ChHC)
Cornell University 1977 — 1981
Industrial and Labor Relations
The American College
Life and Healh Underwriting. Financial Consulting.
CPP Inc February 2010 - Present
Employee Benefit Specialists March 2007 - January 2009
Union Bank of California April 2006 - March 2007
ADP/ProBusiness July 2000 - March 2006
Mervyns January 1984 - July 2000
Education
Cabrillo College 1976 — 1982
A.S., Business
Harbor High School 1972 — 1976
Oldcastle Precast February 2015 - Present
AssetMark October 2014 - January 2015
AssetMark October 2013 - October 2014
Rimini Street September 2012 - October 2013
Employee Benefit Specialists May 2012 - September 2012
IntegenX. Inc. March 2012 - May 2012
ATEL Secutities Corporation July 2010 - March 2011
Arthur McLaughlin&Associates Inc. 2007 - 2008
U.S. Embassy in Kyrgyzstan 1998 - 2001
Language Learning Program "TACIS" 1995 - 1998
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, QuickBooks, Payroll, Microsoft Office, Analysis, Customer Service, Account Management, Business Strategy, Business Development, Account Reconciliation, Concur, Management, Excel, Word, Customer Relations, Outlook, Problem Solving, Research, Microsoft Dynamics AX, Expandable, Auditing, Lotus Notes, Sage, Oracle, Salesforce
Education
California State University-East Bay 2008 — 2010
M.B.A., Accounting Option
Kyrgyzskij Gosudarstvennyj Nacionalnij Universitet 1994 — 1999
B.A., English
Golden Living March 2015 - Present
GENCO ATC March 2010 - Present
Marion House Health Care Center April 2002 - November 2009
Kmart Distribution Center November 2000 - April 2002
Marion House Health Care Center February 1999 - November 2000
Egenolf Machine, Inc April 1997 - January 1999
Fresh Start Home January 1996 - December 1998
Federal Home Loan Bank July 1989 - October 1995
Employee Benefit Specialists January 1988 - July 1989
First Financial Group July 1987 - January 1988
Skills
Benefits Administration, Human Resources, Payroll, Recruiting, Workshop Facilitation, Policy Analysis, Customer Service, Government, Insurance, Financial Planners, Microsoft Office, Contract Management, System Administration, Employee Benefits, Legal Compliance, Training, EEO, ADP Payroll, New Hire Orientations, HR Policies
Education
Ashworth College 2006 — 2010
Associates, Human Resource Management
Employee Benefit Specialists March 2008 - January 2010
Human Resource Microsystems June 2007 - January 2008
Colt Express October 2005 - April 2007
Education
California College of the Arts 1979 — 1983
Bachelors, Art