National Association of Health Underwriters
Industry: Professional association
DescriptionThe National Association of Health Underwriters is a U.S. non-profit professional association organized to promote the common business interests of those engaged in the sale of health insurance services and to advance public knowledge for the need and benefit of health insurance products and services. Headquarters: Washington, D.C. Founded: 1930
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National Association of Health Underwriters Employees
San Juan River Village Metropolitan District May 2011 - Present
BOSSupport LLC 2001 - Present
Scholl Associates 1980 - Present
National Association of Health Underwriters 2002 - 2009
Colorado State Association of Health Underwriters 2000 - 2002
Metro Denver Association of Health Underwriters 1995 - 1996
Skills
Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Employee Benefits, Life Insurance, Personal Financial..., Qualified Retirement..., Retirement Benefits, cobra, Flexible Spending..., Cafeteria Plans, Online Enrollment, Health Care Reform, Group Insurance
Education
College for Financial Planning 1984 — 1986
Certified Financial Planner, Financial Planning and Services
The American College 1983 — 1984
Chartered Financial Consultant, Financial Planning and Services
The American College 1979 — 1983
Chartered Life Underwriter, Insurance
University of Northern Colorado 1977 — 1979
Bachelor of Science (BS), Insurance and Finance
Alabama Association of Health Underwriters March 2015 - Present
Employer Insurance Resources January 2015 - Present
National Association of Health Underwriters May 2012 - March 2015
Allstate Benefits May 2011 - January 2015
Worksite Logistics August 2010 - May 2012
Colonial Life August 2005 - May 2011
CMG 2005 - 2006
Skills
Health Insurance, Long-term Care, Term Life Insurance, Insurance, Accident, Employee Benefits, Enrollment Services, Group Insurance, Training, Leadership, Human Resources, Sales, Life Insurance, Health Savings Accounts, Recruiting, Critical Illness, Whole Life, Universal Life, Long Term Care Insurance, Disability Insurance, Brokers, Sales Management, Strategic Planning, Team Building, Account Management, Underwriting
Education
University of Alabama at Birmingham 2003 — 2005
B.S., Psychology
Jacksonville State University 1994 — 1996
General Studies
Scottsboro High School 1990 — 1991
EPIC (Edgewood Partners Insurance Center) July 2014 - Present
The Leavitt Group June 2008 - Present
National Association of Health Underwriters July 2010 - July 2011
Enterprise Rent-A-Car February 2006 - May 2008
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Brokers, Reinsurance, Life Insurance, Leadership, Workers Compensation, Professional Liability, Underwriting, Umbrella Insurance, Small Business, Inland Marine, Casualty, Legal Liability, Risk Management, Liability, Property & Casualty..., Commercial Insurance, General Insurance, Claim, D&O, Commercial Lines, Employment Practices..., Financial Risk, Term Life Insurance
Education
Southern Utah University 2001 — 2005
BS, Business Marketing
United States Department of Health and Human Services October 2014 - Present
National Association of Health Underwriters 2013 - October 2014
National Association of Health Underwriters September 2012 - May 2013
Center for Humanistic Change August 2011 - July 2012
Office of U.S. Senator Kirsten Gillibrand June 2009 - August 2009
Skills
Research, Social Media, Non-profits, Fundraising, Public Speaking, Microsoft Office, PowerPoint, Public Relations, Community Outreach, Microsoft Word, Editing, Grant Writing
Education
Lehigh University 2011 — 2012
Master of Arts; Master, Political Science
Muhlenberg College 2007 — 2011
Bachelor of Arts, Political Science
NAHU July 2014 - Present
Comprehensive Benefits Inc. May 2014 - Present
National Association of Health Underwriters July 2013 - Present
Skills
Health Insurance, Employee Benefits, Management, Brokers, Leadership, Sales, Life Insurance, Healthcare, Underwriting, Health Savings Accounts, Long-term Care, COBRA, Insurance, Customer Service, Disability Insurance, Retirement, Time Management, Benefits Administration, HIPAA, Term Life Insurance, Medicare, Fixed Annuities, Critical Illness
Education
Macomb Community College
none, Supervision and Management
Lighthouse Group October 2012 - Present
West Michigan Association of Health Underwriters July 2014 - July 2015
National Association of Health Underwriters July 2013 - July 2014
Skills
Health Insurance, Insurance, Employee Benefits, Term Life Insurance, Disability Insurance, Health Savings Accounts, Healthcare, Leadership, Strategic Planning, Health Care Reform, Sales Management, Customer Service
Education
Davenport University
Oberlin Advantage Lead System September 2015 - Present
Lima Woods HOA (NorthWest Lima Woods Homeowners Association) September 2015 - Present
Oberlin Marketing September 2011 - Present
Fort Wayne August 2002 - Present
NAIFA-Indiana March 2002 - Present
National association of Health Underwriters March 2002 - Present
Build your Business Today February 2001 - Present
Northwest "Lima Woods" Association November 2003 - September 2015
Washington Center PTA August 2012 - August 2014
Ash Brokerage Corporation March 2005 - June 2011
Skills
Insurance, Life Insurance, Leadership, Sales, Fixed Annuities, Disability Insurance, Marketing, Management, Business Development, Team Building, Long-term Care, Health Insurance, Underwriting, Term Life Insurance, CRM, Strategic Planning, Recruiting, Sales Management, Financial Services, Retirement Planning, Financial Planners, Employee Benefits, Finance, Retirement, Time Management, Relationship Management, Property & Casualty..., Brokers, Customer Retention, Account Management, Small Business, Whole Life, Estate Planning, Management Consulting, Operations Management, Critical Illness, Human Resources, Competitive Analysis, Strategic Financial..., Universal Life, Change Management, Executive Management, Executive Coaching, Mentoring, Youth Development, Retirement Savings, Retirement Benefits, Multi Tasking, Training & Development, Budgeting of time &...
Education
Indiana Wesleyan University 2004 — 2007
Bachelor's, Business Management
Ivy Tech Community College 1999 — 2000
Associates, Marketing
National Association of Health Underwriters 2001 - Present
Business Choice Insurance Services May 1991 - Present
Fabrication Arts/ Graphic Solutions July 1978 - January 1991
Skills
Employee benefit and..., Consumer directed..., Long Term Care, Life Insurance and..., Association boards, Insurance legislation, Song writing and live..., Insurance, Health Insurance, Life Insurance, Employee Benefits, Long-term Care, Consumer Healthcare, Health Savings Accounts, Disability Insurance, Cafeteria Plans, COBRA, Term Life Insurance, Small Business, Open Enrollment, Group Insurance, Sales, Long Term Care Insurance, Medicare, Health Care Reform, Brokers, Workers Compensation, 401k, Underwriting, Critical Illness, Accident, Fixed Annuities, Benefits Administration, Universal Life, Health Policy, Retirement, Whole Life, Claim, ERISA, Dentistry, Group Medical, Retirement Planning, Property & Casualty..., Employee Wellness, Flexible Spending..., Medicare Part D, Self-funded, Umbrella Insurance, Agents, Benefits Design
Education
San Diego State University-California State University 1974 — 1978
Bachelor's degree, Psychology
State University of New York College at Fredonia 1973 — 1974
Theatre arts
LISI January 2011 - Present
National Association of Health Underwriters September 2010 - September 2011
Warner Pacific Insurance Services April 2004 - January 2011
Los Angeles Association of Health Underwriters July 2008 - June 2009
TO-WLV Regional Chamber of Commerce 2007 - 2008
WellPoint 1984 - 2003
Family Karate Center 1988 - 1997
Skills
Sales Management, Marketing Strategy, Strategic Planning, Customer Relations, Business Planning, Customer Service, Situation Analysis, Health Insurance, Account Management, Advertising, Analysis, Brokers, Budgets, Business Development, Business Strategy, Coaching, Competitive Analysis, Direct Marketing, Disability Insurance, Email Marketing, Employee Benefits, Health Savings Accounts, Healthcare, Insurance, Leadership, Life Insurance, Management, Marketing, Marketing Communications, Medicare, New Business Development, Online Marketing, Product Marketing, Public Speaking, Recruiting, Sales, Sales Operations, Start-ups, Strategic Communications, Strategy, Team Building, Term Life Insurance, Training, Employee Recognition
Education
University of Phoenix 1998 — 2000
MBA, Business
California State University-Northridge 1982 — 1985
BS, Clinical Psychology
Glendora High
Exponent Philanthropy June 2013 - Present
National Venture Capital Association June 2004 - June 2013
National Venture Capital Association July 1998 - May 2004
National Venture Capital Association July 1994 - July 1998
National Association of Health Underwriters February 1993 - July 1994
Advisory Board Company June 1992 - February 1993
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Business Development, Sponsorship Sales, Market Research, Event Management, Event Marketing Strategy, Partner Development, Media Relations, Sponsorship Relations, Membership Development, Grassroots Lobbying, Brand Management, Advertising, Venture Capital, Entrepreneurship, Marketing, Start-ups, Strategy, Program Management, Event Planning, New Business Development, Strategic Partnerships, Social Media, Sponsorship, Nonprofits, Corporate Development, Business Strategy, Strategic Planning, Fundraising, Angel Investing
Education
The George Washington University - School of Business 1997 — 2001
Masters in Business Administration, Marketing
University of Rhode Island 1988 — 1992
Bachelor of Arts, Political Science
The Coca-Cola Company July 2014 - Present
Emory University July 2012 - May 2014
Procter & Gamble May 2013 - August 2013
Humana Inc February 2011 - July 2012
Humana Inc February 2007 - February 2011
National Association of Health Underwriters 2010 - 2011
Humana July 2005 - February 2007
Lexmark August 2004 - May 2005
Skills
Resilience, Persistence, Cross-functional Team..., Persuasive Presentation..., Communication Skills, Management, Strategy, Leadership, Data Analysis, Sales, Training, Marketing, Project Management, Strategic Planning, Start-ups
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Marketing
Tel Aviv University 2013 — 2013
Doing Business in Israel
University of Kentucky 2001 — 2005
Bachelor's, Marketing and Management
National Association of Health Underwriters July 2012 - Present
National Association of Health Underwriters December 2011 - July 2012
National Alliance for Public Charter Schools March 2010 - December 2011
AARP January 2009 - January 2010
Noodles & Company November 2006 - April 2009
United States Senate September 2008 - December 2008
United States House of Representatives January 2008 - May 2008
Skills
Economic Development, Healthcare Information..., Medicare, Urban Planning, Long-term Care, Public Policy, Policy Analysis, Non-profits, Legislative Relations, Community Outreach, Politics, Event Planning, Research, Fundraising, Public Education, Social Networking, Strategic Communications, International Relations, Grassroots Organizing, Nonprofits
Education
George Mason University 2010 — 2012
M.P.P., Public Policy
University of Pretoria/Universiteit van Pretoria 2012 — 2012
Study Abroad, South Africa: Political, Economic, Social and Security Challenges
University of Cape Town 2012 — 2012
Study Abroad, South Africa: Political, Economic, Social and Security Challenges
George Mason University 2006 — 2009
B.A., Government & International Politics
Universidad de Belgrano 2008 — 2008
Intensive Spanish Language and Cultural Studies
National Association of Health Underwriters June 2015 - Present
American Institute of CPAs November 2013 - June 2015
Civitas Public Affairs Group January 2013 - October 2013
Richard Tisei for Congress April 2012 - November 2012
U.S. Congressman Richard Hanna (R-NY) February 2012 - April 2012
Public Opinion Strategies May 2011 - January 2012
United States Senator Scott P. Brown (R-MA) January 2011 - May 2011
Charlie Baker for Governor 2010 May 2010 - November 2010
Lake Forest College Residence Life August 2007 - May 2010
Christopher Shays for Congress August 2008 - November 2008
Skills
Grassroots Organizing, Political Campaigns, Politics, Social Media, Legislative Relations, Public Policy, Research, Policy, Fundraising, Community Outreach, Management, Policy Analysis, Public Relations, Event Management, Budgets, Political Consulting, Legislation, Press Releases, Editing, Budget, Legal Writing, PowerPoint, Political Science, Volunteer Management
Education
Lake Forest College 2006 — 2010
Bachelor of Arts, Political Science, International Relations
Uniwersytet Jagielloński w Krakowie 2009 — 2009
12 credits in EU Culture, Sociology, Politics, and Native Polish Grammar
North Andover High School 2002 — 2006
High School Diploma
Zinser Benefit Service, Inc. August 2000 - Present
GLAHU July 2012 - June 2013
GLAHU July 2012 - June 2013
National Association of Health Underwriters June 2011 - June 2012
National Association Health Underwriters June 2010 - May 2011
Greater Louisville Association of Health Underwriters June 2009 - May 2010
Greater Louisville Association of Health Underwriters June 2008 - May 2009
Skills
Insurance, Disability Insurance, Employee Benefits, Small Business, Investments, Health Insurance, Life Insurance, Estate Planning, Tax Deferred Investments, Buy/Sell, Key-Man Insurance, Health Care Reform..., Retirement, Long-term Care, Sales, Finance
Education
University of Kentucky 1996 — 2000
Bachelor of Business Administration, Finance
St. Xavier High School 1992 — 1996
SMM
Independent Insurance Group Inc. March 2005 - Present
National Association of Health Underwriters 2002 - Present
Boys & Girls Clubs of Cumberland County 2011 - 2012
Freelance 1993 - 2009
Skills
Health Insurance, Medicare, Disability Insurance, Long-term Care, Employee Benefits, Life Insurance, Insurance, Fixed Annuities, Healthcare, Dentistry, Term Life Insurance, Health Policy, Public Speaking, Sales
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, Journalism & Mass Communication
Tracy Mozingo
Triune Technologies, Inc. October 1998 - Present
USAPA 2011 - 2014
National Association of Health Underwriters 1989 - 2011
Employee Benefit Designs, Inc. 1987 - 2007
NAHU 1997 - 2003
National Association of Health Underwriters June 2001 - June 2002
Pilot Life Insurance Company 1978 - 1984
Skills
Employee Benefits, Health Insurance, Disability Insurance, Long-term Care, Health Savings Accounts, Insurance, Medicare, Brokers, Life Insurance, Strategic Planning, Fixed Annuities, COBRA, Benefits Administration, Small Business, Self-funded, Leadership Development, Motivational Speaking, Leadership, Team Building, Team Leadership, 401k, Underwriting, Sales, Human Resources, Health Care Reform, Payroll, New Business Development, Retirement, Critical Illness, Public Speaking, Workers Compensation, Managed Care, Health Policy, Group Insurance, Estate Planning, Non-profits, Accident, HRIS, Coaching, Retirement Planning, Employee Wellness, Agents, Healthcare, Long Term Care Insurance, Management, Term Life Insurance, Sales Management, Customer Service, Financial Planners, Group Medical
Education
University of North Carolina at Greensboro
Center for Creative Leadership
Mars Hill University
North Carolina State University
Eastern Alamance High School
National Association of Health Underwriters June 2013 - Present
Rep. Rush Holt March 2008 - May 2013
Rep. Rush Holt February 2005 - March 2008
Rep. Rush Holt December 2001 - February 2005
Rep. Bart Stupak May 2000 - December 2001
Rep. Bart Stupak May 1999 - May 2000
Skills
Management, Legislative Affairs, Policy, Government, Legislative Relations, Politics, Community Outreach, Strategy, Leadership, Appropriations, Research, Grants, Budgets, Legislative Research, Legislation, Coalitions, Political Campaigns
Education
American University 1995 — 1999
Bachelor's degree, Political Science and Government
Winter Enterprises LLC September 1996 - Present
National Association of Health Underwriters January 1995 - April 1996
The George Washington University Alumni Club April 1992 - August 1994
National Club Association September 1989 - December 1991
National Association of Housing & Redevelopment Officials May 1983 - June 1989
Skills
Coordination, Meeting Planning, Incentive Travel, Corporate Events, Incentives, Corporate Meetings, Conventions, Conference Management, Conferences, Contract Negotiation, Hotel Site Selection, Site Selection, Planning, Negotiation, Incentive Programs, Logistics, Meeting Management, Event Planning, Budgets, Event Management, Hotels, Hospitality, Location Intelligence, Public Relations, Project Planning, Convention Services, Registration, Tourism, Parties, Live Events, Travel Management, Food & Beverage, Sponsorship, Hospitality Industry
Education
Radford University
University of Virginia
National Association of Health Underwriters July 2015 - Present
NAHU Vice President July 2014 - Present
National Association of Health Underwriters July 2012 - Present
BenefitMall March 2010 - March 2012
NAS Financial Services December 1986 - March 2010
IDN 1993 - 1995
Alexander & Alexander March 1979 - March 1984
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Brokers, Insurance, Disability Insurance, Term Life Insurance, Long-term Care, COBRA, Claim, Dentistry, Medicare, Small Business, Life Insurance, Underwriting, Casualty, Critical Illness, Accident, Fixed Annuities, Healthcare, Health Policy, Health Care Reform, Long Term Care Insurance, 401k, Medicare Part D, Workers Compensation, Retirement
Education
Pace University - Lubin School of Business 1980 — 1982
Taxation and Finance
Fairfield University 1969 — 1973
B.A., English
Cappellino Buick GMC June 2014 - Present
NYS Assemblyman Dennis Gabryszak 2007 - January 2014
HUNT Real Estate ERA April 2005 - November 2009
Town of Cheektowaga June 2002 - January 2007
National Association of Health Underwriters April 1998 - August 2001
Skills
Legislation, Community Development, Organizational..., Legal Writing, Legislative Affairs, Media Relations, Constituent Services, Legislative Research, Appeals, Volunteer Management, Strategic Planning, Business Strategy, Congressional..., Political Campaigns, Government, Public Speaking, Strategy, Public Policy, Event Planning, Congressional Affairs, Marketing Strategy, Legislative Relations, Public Relations, Grassroots Organizing, Community Outreach, Press Releases, Nonprofits, Program Management, Grant Writing, Program Development, Political Consulting, Fundraising, Mediation, Project Management, Politics, Litigation, Advertising, Microsoft Office, Political Science, Policy, Research, Strategic Communications, Civil Litigation, Policy Analysis, Legal Research, Coalitions, Appropriations, Economic Development, Grants, Team Building
Education
The George Washington University 1996 — 1998
Master's degree, Political Management
Niagara University 1992 — 1996
Bachelor's degree, Political Science and Government
West Seneca West
Marsh & McLennan Agency March 2012 - Present
National Association of Health Underwriters 2001 - Present
Society for Human Resource Management 1994 - Present
Mercer January 2004 - February 2012
Brady & Company 2000 - 2004
Magellan Health Services 1989 - 1999
Skills
Employee Benefits, Health Insurance, HR Consulting, Insurance, Disability Insurance, Employee Wellness, Benefits Administration, Voluntary Employee..., COBRA, Strategic Consulting, Customer-focused, Negotiation, Healthcare, Management, Leadership, Brokers, Deferred Compensation, Strategy, Account Management, CRM, Health Care Reform, Human Resources
Education
Dimond
Dimond
University of Oregon
Clemensen Insurance MemberHealthcare Task Force2009 - 2011
National Association of Insurance and Financial Advisors 2009 - 2011
National Association of Health Underwriters 1985 - 2011
Education
University of Nevada-Las Vegas 1970 — 1975
Bachelor of Science
Massei Insurance Services Agency February 1983 - Present
Massei Insurance Services Agency February 1983 - Present
CAHU - California Association of Health Underwriters August 2003 - April 2012
Cupertino Chamber of Commerce 1985 - 2010
National Association of Health Underwriters July 2005 - June 2008
Silicon Valley Chapter of NAHU 2006 - 2007
Youth Science Institute 1994 - 2004
Skills
Health Insurance, Employee Benefits, Small Business, Public Speaking, Insurance, Health Savings Accounts, Healthcare, Long-term Care, Medicare Transition &..., Disability Insurance, Term Life Insurance, Customer Service, Dentistry, Health Policy, Health Care Reform, Medicare, Underwriting, Leadership, Sales, Brokers, Life Insurance, Accident, Fixed Annuities, Long Term Care Insurance, Workers Compensation
Education
University of Central Oklahoma 1967 — 1969
Biology and Chemistry Major
Assured Benefit Solutions February 2003 - Present
Assured Benefit Solutions January 2003 - Present
Lions Club of Denver 1996 - 2010
National Association of Health Underwriters 2003 - 2009
Denver Lions Club 1996 - 2009
Democratic Business Coaltioin 2001 - 2008
AXA Equitable April 1985 - June 2007
Equitable of Colorado 1985 - 1987
Security Life of Denver 1978 - 1985
American National Insurance Co. 1976 - 1978
Skills
Legislation, Management, Entrepreneurship, Health Insurance, Product Development
Education
University of Colorado Boulder 1973 — 1975
MS
Hamilton College 1967 — 1971
BA
Aquinas Institute 1963 — 1967
High School Diploma
National Association of Health Underwriters June 2013 - Present
Healy Group, Inc. September 2012 - Present
Page 1 Benefits, Inc . June 1987 - Present
NAHU 2006 - June 2013
Anthem Blue and Blue Shield 1991 - 2009
The Goodwin Company June 1987 - March 2004
Skills
Employee Benefits for..., Health insurance for..., Health insurance..., Traditional Long Term..., Certified agent for..., PPACA certified, Health Insurance, Health Savings Accounts, Strategic Planning, Disability Insurance, Insurance, Life Insurance, Risk Management, Long-term Care, Coaching, Employee Benefits, Term Life Insurance, Medicare, Public Speaking, Brokers, Underwriting, Healthcare, Benefits Administration, COBRA, Critical Illness, Health Care Reform, Accident, Workers Compensation, Group Insurance, Claim, Long Term Care Insurance, Whole Life, Fixed Annuities, Property, Universal Life
Education
The American College 2012 — 2012
The American College 1987 — 2012
The American College 1979 — 1980
ZAG Interactive June 2013 - November 2014
Breakthrough Magnet School August 2007 - June 2011
Travelers 2002 - February 2007
Travelers December 2000 - 2002
National Association of Health Underwriters 1998 - 1999
Skills
Business Analysis, Program Management, Requirements Analysis, Strategic Planning, Business Process..., Software Development, Team Leadership, Databases, Microsoft Excel, PowerPoint, SDLC, Project Management, Microsoft Word, Requirements Gathering, Visio, Vendor Management, Team Building, Software Documentation, Web Development
Education
The George Washington University - School of Business 1997 — 2000
Master of Science, Information Systems Technology
Washington University in St. Louis 1993 — 1997
Bachelor of Arts, Earth and Planetary Sciences
National Association of Health Underwriters September 1994 - Present
ASAE and the Center for Association Leadership 1994 - Present
Meetings Professionals International 1991 - Present
American Medical Peer Review Association March 1993 - September 1994
COSMOS Corporation December 1991 - March 1993
IBM May 1989 - October 1991
Skills
Non-profits, Event Planning, Budgets, Strategic Planning, Logistics Management, Meeting Planning, Contract Negotiation, Association Management, Leadership, Public Speaking, Hotels, Insurance, Management, Event Management, Nonprofits, Sales, Volunteer Management, Program Management, Project Planning, Fundraising, Negotiation, Marketing, Public Relations, Government, Team Building, Small Business, Training, Leadership Development
Education
The Catholic University of America
Bachelor of Arts
University of Maryland - Robert H. Smith School of Business
MBA, Finance
Hub International February 2014 - Present
American Red Cross Pikes Peak Chapter August 2014 - Present
Colorado State Association of Health Underwriters 2010 - May 2014
Baldrica & Company January 2008 - February 2014
National Association of Health Underwriters July 2010 - July 2011
Daniel Fix Benefits Management August 2001 - December 2007
Pasta di Solazzi March 1993 - March 2001
Skills
Wellness Programs, Compliance, Employee Benefits, Disability Insurance, Employee Engagement, Public Speaking, Board Presentations, Advisory Boards, Insurance, Health Insurance, Health Care Reform, Self-funded, Group Insurance, Health Savings Accounts, Long-term Care, Life Insurance, Critical Illness, COBRA, Accident, Brokers, Leadership, Property & Casualty..., Health Policy, Workers Compensation, ERISA, Benefits Administration, Group Medical, Open Enrollment, Benefits Design, Voluntary Employee..., High Deductible Health..., Stop Loss, Health Insurance..., Insurance Brokerage, Flexible Spending..., Cafeteria Plans, Organizational..., Operations Management, Transition Management, Employee Wellness
Education
University of Colorado 2012 — 2014
Master of Business Administration (M.B.A.)
Colorado College 1997 — 1999
BA, History
Macalester College 1996 — 1997
Palmer 1994 — 1996
American Academy of Family Physicians September 2015 - Present
TRAK Legal February 2015 - September 2015
United Transportation November 2011 - June 2014
Benefit Resource Consultants October 2010 - November 2011
National Association of Health Underwriters May 2010 - August 2010
Skills
Public Policy, Public Relations, Strategic Communications, Social Media, Press Releases, Governmental Affairs, Corporate Communications, Strategic Planning, Grassroots, Social Media Marketing, Media Relations, Account Management, Legislative Relations, New Client Acquisitions, Political Consulting, Public Affairs, Marketing Communications, Policy Analysis, Event Management, Legislative Analysis, Grassroots Organizing, B2B, Project Management, Policy, Leadership, Event Planning
Education
Texas A&M University 2009 — 2013
Mastery of Public Policy Extended Honors Program, Public Policy Analysis
Texas A&M University 2005 — 2009
Bachelor of Science (BS), Political Science and Government
Hyde Park
Anchorage Society for Human Resources Management (ASHRM) January 2010 - Present
National Association of Health Underwriters February 2003 - Present
Marsh & McLennan Agency October 2002 - Present
Mercer January 2004 - February 2012
Brady & Company October 2002 - December 2003
Anchorage Daily News October 1996 - October 2002
Skills
Health Insurance, Employee Benefits, Benefits Administration, Disability Insurance, Strategic Planning, Health Savings Accounts, Brokers, Leadership, Customer Service, Life Insurance, Management
Education
University of Alaska Anchorage
Bachelor of Business Administration (B.B.A.)
NADA June 2013 - Present
National Automobile Dealers Association April 2001 - Present
NADA December 1997 - April 2001
Equipment Leasing and Finance Association 1995 - 1997
National Association of Health Underwriters 1994 - 1995
Texas Association of Life Underwriters 1993 - 1994
Skills
Leadership, Management, Strategic Communications, Nonprofits, Automotive, Strategic Planning, Automobile, Marketing Strategy, Public Policy, Fundraising, Vehicles, Legislative Relations, Political Campaigns, Business Strategy, Legislative Affairs, Program Management, Strategy, Legislation, Recruiting, Marketing, Message Development, Operations Management, Corporate Communications, Public Affairs
Education
University of Maryland University College 2013 — 2015
Master’s Degree, Non-Profit/Public/Organizational Management, GPA: 4.0
University of Maryland College Park
Bachelor’s Degree, Government and Politics
National Association of Health Underwriters January 1992 - Present
Parker Agency and member AmeriBen Alliance January 1985 - Present
Various manufacturing firms 1966 - 1984
Skills
Health Insurance, Health Savings Accounts, Long-term Care, Medicare, Insurance, Long Term Care Insurance, Employee Benefits, Disability Insurance, Critical Illness, Health Policy, Small Business, Health Care Reform, Medicare Part D, Brokers, Long Term Care, Group Benefits, Health Plans, Legislative analysis of..., Medicare Advantage..., Medicare Supplements in..., Term Life Insurance
Education
The George Washington University - School of Business 1964 — 1966
Masters
Thiel College 1956 — 1960
BSBA
National Retail Federation April 2006 - Present
National Retail Federation 2006 - 2015
National Retail Federation 2006 - 2015
National Retail Federation 2006 - 2015
National Association of Manufacturers 1998 - 2006
National Association of Manufacturers - NAM 1998 - 2006
National Association of Manufacturers - NAM 1998 - 2006
U.S. Chamber of Commerce 1995 - 1998
National Association of Health Underwriters 1991 - 1995
NAHU 1991 - 1995
Skills
Public Policy
Education
The George Washington University Law School 1984 — 1987
JD
University of Louisville 1981 — 1984
BA, Political Science
Emory University 1979 — 1981
Warner Pacific Insurance Services 1982 - Present
National Association of Health Underwriters July 2005 - June 2006
Skills
Public Speaking, Health Insurance, Product Marketing, Sales Management, Healthcare Reform, Account Management, Benefits Administration, Brokers, COBRA, Coaching, Customer Service, Dentistry, Disability Insurance, Employee Benefits, Executive Management, Health Care Reform, Health Policy, Health Savings Accounts, Healthcare, Insurance, Leadership, Life Insurance, Long-term Care, Managed Care, Marketing, Medicare, Negotiation, New Business Development, Process Improvement, Property, Risk Management, Sales, Small Business, Strategic Planning, Team Building, Term Life Insurance, Underwriting, Workers Compensation
Education
University of California, Los Angeles
Bachelor of Arts degree, Economics
Sun Health Foundation May 2014 - Present
Mercy & Memorial Hospitals February 2013 - May 2014
Klassen Corporation August 2012 - February 2013
The Endeavor Companies, LLC 2008 - 2009
National Association of Health Underwriters 2004 - 2006
Cleveland-Marshall Law Alumni Association 2002 - 2004
Skills
Meeting Planning, Event Planning, Marketing Communications, Grant Writing, Marketing Research, Strategic Planning, Fundraising, Microsoft Office, Photoshop, QuickBooks, Mentoring
Education
Cleveland State University
Bachelor of Business Administration (BBA), Marketing
CIGNA Healthcare December 2012 - Present
Benicomp Advantage August 2012 - December 2012
AvMed Health Plans July 2009 - August 2012
National Association of Health Underwriters 2011 - 2012
ABCA INSURANCE April 2008 - July 2009
BENEFITS NOW, LLC March 2007 - April 2008
Skills
Health Insurance, Employee Benefits, Insurance, Underwriting, Brokers, Health Policy, Managed Care, Group Insurance, Healthcare, COBRA, Benefits Administration, Small Business, Employee Wellness..., Wellness
Education
University of Central Florida 2001 — 2005
Management, Business
Lake Brantley High School
University of Central Florida
B.S, Business Management
Benson and Mangold Real Estate December 2004 - Present
International Sign Association 1996 - 2001
National Association of Health Underwriters 1992 - 1996
NCPA 1978 - 1992
Skills
Residential, Real Estate, Negotiation, Public Speaking, Waterfront Property, Team Leadership, Managment, Event Planning, Major Events, Event Management, Marketing Strategy, Leadership Development, Customer Relations, Budgeting, Business Strategy, Administration, Contract Negotiation, First Time Home Buyers, Small Business, Selling, Customer Service, Team Building, System Administration, Budgets, Residential Homes, Management, Property, Marketing, Leadership
Education
University of Baltimore 1975 — 1980
J.D., Law
University of Baltimore 1971 — 1975
B.S., Marketing, Economics
The Cornerstone Insurance Group Managing PartnerCornerstone Employer SolutionsJune 2014 - Present
Anthem 2009 - Present
National Association of Health Underwriters 1990 - Present
The Business Bank of St. Louis 2007 - 2014
Education
University of Colorado Boulder 1984 — 1988
CBIZ Benefits & Insurance Services Inc January 2012 - Present
NAIFA-BROWARD (Nat'l Assoc. of Insurance & Financial Advisors 1998 - Present
National Association of Health Underwriters 1995 - Present
Meridian Insurance Group February 2004 - January 2012
Stout Insurance Group, Inc November 1997 - February 2004
The MONY Group 1997 - 2002
Humana, Inc January 1990 - November 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Small Business, Financial Services, Retirement Planning, Investments, Long-term Care, Fixed Annuities, Health Insurance, Retirement, Term Life Insurance, 401k, Health Care Reform, Managed Care, Mortgage Lending, ERISA, Risk Management, Asset Management, Benefits Administration, Executive Management, Portfolio Management, Series 63, Business, Sales, COBRA, Long Term Care Insurance, Underwriting, Umbrella Insurance, Liability, Training, Life Insurance, Accident, Mergers & Acquisitions, Funding, Securities, General Insurance, Dentistry, Whole Life, Health Savings Accounts, Workers Compensation, Finance, Brokers, Financial Planners, Professional Liability, Medicare, High Net Worth...
Education
Auburn University 1985 — 1989
B.S., Marketing
Benefit Consultants, Inc. January 1998 - Present
National Association of Health Underwriters 2001 - 2010
Fontaine Specialized, Inc. April 1994 - December 1997
Wilkinson Sword / Cricket BV 1985 - 1992
Card Loc, Inc. 1983 - 1985
Diversified Well Logging, LLC - Formerly Data Log/Data Chem 1981 - 1982
Skills
Insurance, Employee Benefits, Disability Insurance, Retirement Planning, Long-term Care, Sales Management, Term Life Insurance, Fixed Annuities, Life Insurance, Health Insurance, Long Term Care Insurance, Financial Planners, Workers Compensation, Small Business, Health Savings Accounts, Financial Accounting, Investments, Estate Planning, Medicare, Cost Accounting, Strategic Financial..., Leadership, Retirement, Whole Life, Critical Illness, Underwriting, Financial Advisory, Investment Advisory, Universal Life, Property & Casualty..., Insurance Brokerage, General Insurance, Professional Liability, Corporate Finance, Intergenerational..., Commercial Insurance, IRAs, Brokers, Accident, Financial Services, Roth IRA, Wealth Preservation..., Marketing, Wealth Management, Wealth, Legal Liability, Series 63, Mutual Funds, Umbrella Insurance, 401k
Education
University of Alabama at Birmingham 1980 — 1982
Accounting Major, Accounting
University of Alabama 1975 — 1979
BA, History/Accounting - Double Major
The Baylor School 1972 — 1975
HS diploma, High School
Coffee High School 1972 — 1973
HS diploma, 9th and 10th grades
National Association of Health Underwriters February 2011 - June 2012
Laurel Call, Consultant September 2010 - February 2011
Assurant, Inc. December 2004 - August 2010
Assurant Health October 2003 - December 2004
Assurant Health July 2002 - October 2003
Private Law Practice January 1986 - June 2002
Ohio Department of Insurance 1983 - 1986
Skills
Health Policy, Insurance, Legislative Relations, Health Care Reform, Health Insurance, Medicare, Employee Benefits, Public Policy, Strategic Planning, Strategic Communications, Insurance Law, Public Speaking, Coalitions, Legislation, Non-profits, Legal Writing, Policy Analysis, Litigation, State Government, Governmental Affairs, Public Affairs
Education
University of Cincinnati College of Law 1977 — 1980
Juris Doctor, Law
Ohio University 1971 — 1975
BS, English
National Association of Health Underwriters 2008 - Present
Colorado Employee Benefit Group, LLC January 1999 - Present
Education
Chapman University
MS, Human Resource Mgt & Development
Telligen October 2014 - Present
University of Northern Iowa 2013 - Present
Mercer 2009 - September 2014
National Association of Health Underwriters 2000 - 2010
Krist Insurance Services June 2003 - August 2009
Davis, Jones, Lamb 1996 - 1999
Life Investors Financial Group, Inc. 1990 - 1995
Skills
Insurance, Employee Benefits, New Business Development, Property & Casualty..., Disability Insurance, Underwriting, Strategic Planning, Commercial Insurance, Health Savings Accounts, Workers Compensation, Professional Liability, Liability, Health Insurance, Employment Practices..., Casualty
Education
University of Northern Iowa 1988 — 1990
40 Under 40
Jefferson High School
Hilton Worldwide July 2012 - Present
American Diabetes Association 2010 - July 2012
American Diabetes Association August 2004 - May 2010
ISG Solutions 1998 - 2003
National Association of Health Underwriters 1994 - 1998
Skills
Database Administration, Management Consulting, Project Management, Consulting, Business Analysis, Business Intelligence, Integration, Program Management, Software Project..., Analysis, Requirements Analysis, Data Analysis, Strategic Planning, Leadership, Change Management
Education
Saint Joseph's University 1988 — 1992
Bachelor of Science
Berends Hendricks Stuit Insurance Agency May 2015 - Present
Schlosser & Associates January 2014 - Present
National Association of Health Underwriters 1993 - Present
Hylant Group January 2011 - April 2013
Creative Benefit Systems, Inc. September 1996 - December 2010
Skills
Disability Insurance, Insurance, Health Savings Accounts, Employee Benefits, Health Insurance, Brokers, Life Insurance, Health Care Reform, Workers Compensation, Long-term Care, Term Life Insurance, Medicare, Managed Care, Group Insurance, Account Management, Underwriting, Benefits Administration, General Insurance, HIPAA, HMO, PPO, COBRA, Captives, Successful Business..., on-site wellness clinics, Employee Benefit..., Strategic Planning
Education
Ferris State University
Bachelor of Science (B.S.), Business Administration and Management, General
National Association of Health Underwriters June 2015 - Present
National Association of Health Underwriters October 2013 - Present
National Association of Health Underwriters April 2012 - October 2013
American Occupational Therapy Association October 2011 - April 2012
The American Occupational Therapy Association March 2010 - October 2011
MultiState Associates, Inc. November 2007 - March 2010
Massachusetts Bar Association September 2006 - May 2007
State of Massachusetts, Office of the Attorney General January 2006 - April 2006
State of Massachusetts, Office of the Comptroller June 2005 - August 2005
Law Offices of Attorney Tyler H. Fox June 2005 - August 2005
Skills
Research, Non-profits, Public Policy, Public Speaking, Policy Analysis, Editing, Event Planning, Social Media, Social Networking, PowerPoint, Microsoft Office, Program Development, Team Building, Microsoft Excel, Legislation
Education
New England School of Law 2004 — 2007
JD
College of Charleston 1999 — 2003
BA, History, Political Science, Dance
Michigan Association of Health Underwriters July 2014 - Present
Health Alliance Administrators, Inc. July 2012 - Present
National Association of Health Underwriters July 2013 - June 2015
ISelect- Exchange Distribution Partners March 2013 - January 2015
Michigan Association of Health Underwriters (MAHU) July 2012 - June 2013
Health Care Administrators December 2006 - April 2012
LSG Insurance Partners October 2006 - December 2006
Austin Financial Group LLC May 2004 - October 2006
Action Benefits February 1999 - May 2004
Blue Care Network August 1996 - February 1999
Skills
Health Insurance, Employee Benefits, Insurance, Underwriting, Team Building, Medicare, Customer Service, Healthcare, Disability Insurance, Managed Care, Benefits Administration, Life Insurance
Education
Michigan State University 1986 — 1990
BA, Public Administration
The Canadian Drugstore June 2003 - Present
National Association of Health Underwriters 2009 - 2010
Education
University of South Florida
US Department of Health and Human Services March 2013 - Present
National Association of Health Underwriters July 2012 - March 2013
National Association of Health Underwriters May 2010 - July 2012
OhioHealth November 2009 - May 2010
State of Ohio, Washington, D.C. Office of the Governor April 2007 - November 2009
Skills
Legislative Relations, Public Policy, Legislation, Health Policy, Coalitions, Politics, Policy Analysis, Government, Policy, Political Campaigns, Health Care Reform, Nonprofits, Legislative Research, Public Affairs
Education
Ohio University 2002 — 2006
B.S., Political Science
Connecticut Superior Courts August 2014 - Present
Kainen, Escalera & McHale December 2013 - May 2014
National Labor Relations Board May 2013 - August 2013
Connecticut Department of Consumer Protection September 2012 - December 2012
Department of Labor, Office of Administrative Law Judges May 2012 - August 2012
National Association of Health Underwriters April 2010 - March 2011
National Association of Health Underwriters June 2008 - April 2010
Skills
Legislative Relations, Policy Analysis, Public Policy, Legislation
Education
The University of Connecticut School of Law 2011 — 2014
Juris Doctor
American University 2004 — 2008
Bachelor of Arts (B.A.), Political Science, Justice
CoreSource February 1993 - Present
National Association of Health Underwriters 1998 - 1999
Skills
Health Savings Accounts, Claim, Health Insurance, Insurance, Account Management, Brokers, Employee Benefits, Underwriting, Disability Insurance, Managed Care, Property & Casualty..., Benefits Administration, Workers Compensation, Medicare, COBRA
Education
University of North Carolina at Charlotte 1978 — 1982
BA, Political Science/Economics
Aon Hewitt March 2014 - Present
The Benefitsource 2008 - March 2014
ING 2005 - 2008
Mutual of Omaha 2002 - 2005
National Association of Health Underwriters 1996 - 2004
Trustmark Insurance 1994 - 2002
Skills
Health Insurance, Employee Benefits, Disability Insurance, Dental, Worksite, Sales Management, Group Benefits, Term Life Insurance, Health Savings Accounts, Life Insurance, Insurance, Critical Illness, Accident, Brokers, Fixed Annuities, Dentistry, Long-term Care, Whole Life, Universal Life, Underwriting, Flexible Spending..., Long Term Care Insurance, Cafeteria Plans, Medicare, 401k, Workers Compensation, Property & Casualty...
Education
The American College
Triton-College
Principal Financial Group August 2012 - Present
National Association of Health Underwriters 2000 - Present
Principal Financial Group 1985 - Present
Tiger Bay Club 1980 - 2012
Equitable Life Assurance Society 1974 - 1987
Skills
Long Term Care, Annuities, Employee Benefits, Retirement, Insurance, Retirement Planning, Estate Planning, Health, Health Insurance, Financial Planning, Dental, Term Life Insurance, Disability Insurance, Benefits, 401k, Group Benefits, Medicare Supplements
Education
University of Missouri-Columbia 1965 — 1968
BS, Agriculture
University of Nebraska-Lincoln 1963 — 1965
Peterson McGregor & Associates 2003 - Present
Goodwill Inn 2013 - 2015
Goodwill Inn 2013 - 2015
National Association of Health Underwriters 2009 - 2010
Kiwanis Club of Traverse City 2006 - 2007
Northwestern Mutual - Strategic Employee Benefits 2002 - 2003
Priority Health 1999 - 2002
NorthMed 1995 - 1999
Northwestern Mutual 1989 - 1994
Skills
Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Group Medical, Health Insurance, COBRA, Group Insurance, Term Life Insurance, 401k, Benefits Administration, Health Care Reform, Long-term Care, Critical Illness, Employment Practices..., Underwriting, Commercial Insurance, Medicare, Flexible Spending..., Brokers, Accident, Life Insurance, Workers Compensation, Voluntary Employee..., Long Term Care Insurance, Universal Life, Fixed Annuities, Employee Wellness..., Retirement, Vision Insurance, Employee Wellness, Cafeteria Plans
Education
The American College 2004 — 2005
RHU, Insurance
Davenport University
Bachelors in Business, Business Management & Human Resources
BB&T Insurance Services March 1998 - Present
National Association of Health Underwriters 2001 - 2010
Jefferson Pilot Financial 1990 - 1998
Skills
Employee Benefits, Health Insurance, Term Life Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., General Insurance, Health Savings Accounts
Education
University of North Carolina at Charlotte - Belk College of Business 1979 — 1981
Business Admin., Business and Spanish
Miami University 1977 — 1979
Order of St.George April 2015 - Present
International Corporate Benefits, Inc 1988 - Present
Georgia Association of Health Underwriters 1996 - 2003
National Association of Health Underwriters 1999 - 2002
Georgia Assoc. of Health Underwriters 1997 - 1998
SunTrust Bank 1984 - 1988
Skills
Insurance, Health Insurance, Employee Benefits, Financial Planning, Public Speaking, Disability Insurance, Term Life Insurance, Brokers, Annuities, Medicaid, Medicare, Medicare Advantage, Medicare Part D, Claim, Whole Life, Fixed Annuities, Professional Liability, Critical Illness, Strategic Financial..., Reinsurance, Long-term Care, Universal Life, Life Insurance, Long Term Care Insurance, Retirement, Group Insurance, Accident, Underwriting
Education
Mercer University - Stetson School of Business and Economics
BBA, Economics/Finance
National Association of Health Underwriters 2009 - Present
Capax Management and Insurance Services, Inc. November 2005 - Present
Education
University of San Francisco
BS, Organizational Behavior