The LBL Group
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The LBL Group Employees
Nevada Alternative Solutions, Inc. August 2008 - Present
The LBL Group October 2010 - August 2011
Skills
Insurance, Workers Compensation, Client Relations Skills, Operations Management, Bank Reconciliation, Marketing Communications, Training, Health Insurance, Employee Benefits, Claims Management, Customer Service, Strategic Planning, Benefits Administration, Legal Liability, Claim Investigation, Property & Casualty..., Brokers, Disability Insurance, Managed Care, Healthcare, Subrogation, Outlook, Microsoft Excel, Claims Resolution, PPO
Education
University of Nevada-Las Vegas 2004 — 2011
Faith Lutheran High School 2000 — 2004
Western & Southern Life Insurance a member of Western & Southern Financial Group June 2013 - Present
Western & Southern Life June 2013 - Present
The LBL Group January 2000 - June 2011
Education
Arizona State University
Bachelor's degree, Business Administration and Management, General
Orange County EMT January 2012 - Present
National Association of Insurance and Financial Advisors 2009 - Present
The LBL Group August 2004 - Present
United Benefit Advisors (UBA) 2004 - Present
Skills
Strategic Planning, Communications, Wellness Consulting, Voluntary Employee..., Worksite Benefits, Employee Benefits, Benefits Design, Benefits Analysis, HRIS, Online Enrollment, CEBS, Million Dollar Round..., Healthcare Industry, Manufacturing Industry, Strategic Human..., Population Health..., Strategic Employee..., Long Term Care Planning, Retirement Planning, Life Insurance Planning, Executive Compensation..., Benefits Administration, Benefits Negotiation, Benefits Management, Compensation & Benefits..., Manufacturing, Life Insurance, Long-term Care, Round, Wellness, Management, Strategy, Insurance, Negotiation, Leadership, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Underwriting, FMLA, COBRA, Healthcare, 401k, Employee Engagement, Open Enrollment, Flexible Spending..., Cafeteria Plans, Health Care Reform, Executive Pay
Education
University of California, Los Angeles 2012 — 2014
Master of Public Health (MPH), Health/Health Care Administration/Management and Policy
University of Pennsylvania - The Wharton School 2010 — 2011
Certified Employee Beneftis Specialist, CEBS, Benefits
California State University-Long Beach 1989 — 1993
Bachelor of Science, Business Administration: Marketing
California State University-Long Beach - College of Business Administration 1989 — 1993
Bachelor of Science, Business Administration: Marketing
Edison High School 1985 — 1989
High School Diploma, Business and Computer Education
MJ Insurance January 2014 - Present
The LBL Group September 2009 - January 2014
Health Markets July 2009 - July 2010
Ceridian October 2007 - March 2009
Skills
Employee Benefits, Group Health Plans, Strategic Planning for..., Compliance, Healthcare Reform, HRIS, Corporate Tax, Payroll Taxes, Workflow Management, Employee Wellness..., Health Savings Accounts, Healthcare Reimbursement, Strategic Planning, Human Resources, Benefits Administration, Insurance, Team Building, Benefit Strategies, Health Insurance, Payroll, Outlook, Microsoft Excel, COBRA, Affordable Care Act, Health Insurance..., HMO, Health Care Reform, Employee Engagement, 401k, Disability Insurance, Performance Management, Flexible Spending..., Employee Relations, Healthcare, Medicare, Deferred Compensation, Open Enrollment, Executive Compensation..., FMLA, ADP Payroll, Life Insurance, Recruiting, Benefits Design, Workers Compensation, Onboarding, New Hire Orientations, Ceridian
Education
California State University-Long Beach 2005 — 2007
BA, Sociology
Musicians Institute 2004 — 2005
Sound Engineering
Ocean View
Masonite August 2014 - Present
The LBL Group March 2013 - August 2014
Bird Barrier America February 2012 - January 2013
TRI-KES Wallcovering June 2008 - September 2009
Innovations Wallcovering / Edelman Leather December 2006 - February 2008
Skills
Sales Management, Sales, Product Presentation, Customer Product..., Lunch & Learns, Marketing, Marketing Research, Microsoft Office, Product Management, Product Marketing, Marketing Communications, Public Speaking, Territory Account..., Territory Development, Microsoft Excel, Space planning, Budgets, Project Coordination
Education
Cal State Dominguez Hills
MBA, Business Administration
University of California, San Diego 1988 — 1992
B.A., Communications
Benefits Exchange Alliance (BXA Ins Svc) / Pension & Benefits (PenBen) January 2012 - Present
The LBL Group October 1990 - April 2010
Enrollment Coordinators January 1989 - January 1991
Carousel of Benefits January 1987 - January 1989
Mass Mutual / Southern California Benefit Planners January 1984 - January 1987
Skills
Benefits Administration, New Business Development, Employee Benefits, Management, Customer Service, Payroll, Negotiation, Health Savings Accounts, Flexible Spending..., Customer Retention, 401k, Underwriting, Account Management, Health Insurance, Leadership Development, Team Building, Insurance, Performance Management, Program Management, Health Care Reform, Analysis, Open Enrollment, Microsoft Excel, Sales Operations, COBRA, Workers Compensation, Outlook, Employee Relations, Strategic Planning, Training, Process Improvement, HRIS, Reinsurance, Coaching, Employee Engagement, Life Insurance, Human Resources, Budgets, Organizational..., Disability Insurance, Leadership
Education
California State University-Long Beach
Pence Wealth Management August 2015 - Present
The LBL Group March 2011 - August 2015
Northwestern Mutual April 2007 - April 2009
CPS Insurance Services October 2004 - March 2007
Education
Occidental College 1997 — 2001
Bachelor of Arts (B.A.), Diplomacy and World Affairs
Long Beach Polytechnic High School 1992 — 1997
The LBL Group December 2007 - Present
Ocean Institute 1996 - 2007
Westwind Sailing May 2000 - May 2001
Westwind Sailing June 1992 - May 2001
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Cash Management, Budget Process, Operations Management, Sales Management, Executive Management, Health Insurance, GAAP, Business Strategy, Business Analysis, Strategic Planning, Insurance, Brokers, Finance, Management, Leadership, Budgets, Benefits Design
Education
California State University-Long Beach 2006 — 2008
Masters, Business Administration, Management and Operations
Concordia University Irvine 2004 — 2006
BA, Business
Choice Administrators July 2013 - Present
Premier Access Dental and Vision July 2012 - July 2013
Choice Administrators December 2005 - October 2011
Calfornia Choice 2005 - 2011
The LBL Group 2004 - 2005
Skills
New Business Development, Customer Relations, Presentation/Negotiation..., Customer Service, Employee Benefits, Brokers, Health Insurance, Insurance
Education
California State University-Long Beach 1995 — 2001
BA
The LBL Group January 2007 - Present
National HealthCare Services 2000 - 2007
Stillen 1997 - 2000
Pioneer Electronics 1988 - 1997
Smith Tool 1980 - 1988
Skills
Benefits Administration, Human Resources, Health Insurance, Employee Benefits, Insurance, HRIS, Payroll, FMLA, Coaching, Workers Compensation, Performance Management, Recruiting, Healthcare, Organizational..., Leadership, Training, Team Building, Personnel Management, Process Improvement, Management, Accounting, Health Savings Accounts, Strategic Planning, Life Insurance, Customer Service, Disability Insurance, Employee Engagement, Flexible Spending..., Medicare, Succession Planning, Open Enrollment, Term Life Insurance, Benefits Negotiation, New Hire Orientations, SPHR, COBRA, Outlook, Employee Relations, Policy, 401k, Long-term Care, Deferred Compensation, Workforce Planning, Onboarding, Brokers, Talent Acquisition, Legal Compliance, Benefits Design, HMO, Labor Relations
Education
University of California, Irvine
PlanSource March 2015 - Present
PlanSource May 2013 - Present
PlanSource July 2012 - May 2013
The LBL Group July 2008 - July 2012
VCIS July 2007 - July 2008
VCS Solutions 2006 - 2007
IRI Golf Group 2005 - 2006
Skills
Process Improvement, Healthcare, Marketing Strategy, Operations Management, Social Media Marketing, Vendor Relations, Employee Benefits, Benefits Administration, Recruiting, Team Leadership, Project Planning, HRIS, Online Enrollment, Project Management, Sales, Budgets, Health Insurance, Strategic Planning, Business Development, Leadership Development, Entrepreneurship, Team Building, Sales Management, Training, Business Process, Start-ups, Management, Strategy, Outlook, Brokers, Salesforce.com, Contract Negotiation, Human Resources, Account Management, Life Insurance, Time Management, Leadership, Long-term Care, Outsourcing, Marketing, Payroll, Coaching, New Business Development, Customer Service, Medicare, Insurance, CRM, Customer Retention, Program Management, Vendor Management
Education
Professional Golf Management - P.G.A. 2002 — 2004
Member of Professional Golfers Associations of America, Golf Course Operation and Grounds Management, Membership
California State University-Long Beach - College of Business Administration 1992 — 1997
B.S. in Operations Management & Management, Operations Management & Management
Woodrow Wilson high school 1988 — 1992
Diploma, General Education
The LBL Group June 2013 - Present
Orange County Service Academy Resource Network July 2013 - February 2015
SocialCatalyst Consulting May 2009 - December 2014
Warrior Gateway July 2012 - May 2013
The Mission Continues June 2011 - December 2011
Solar The Sign December 2009 - May 2011
UC Irvine, The Paul Merage School of Business October 2009 - June 2010
UC Irvine - Paul Merage School of Business September 2007 - June 2009
10% Solution June 2008 - May 2009
American Himalayan Foundation January 2006 - August 2007
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
MBA, Non-profit management, corporate social responsibility and social enterprise focus
United States Naval Academy 1996 — 2000
BS, English
St. Anthony's High School
BNY Mellon Wealth Management June 2006 - Present
JPMorgan Chase June 2005 - June 2006
The LBL Group March 2000 - June 2005
Skills
Wealth Management, Investments, Estate Planning, Investment Management, Insurance, Asset Allocation, Portfolio Management, Equities, Fixed Income, Alternative Investments
Education
California State University-Long Beach
Bachelor of Science, Finance, Investments Concentration
Chartered Financial Analyst (CFA)
HUB International May 2015 - Present
The LBL Group August 2011 - May 2015
Beneflex Insurance Services July 2009 - May 2015
Allergan Pharmaceuticals March 2007 - July 2009
Law Offices of Bruce C. Bridgman, Esq. January 2004 - April 2004
Skills
Employee Benefits, Insurance, Health Insurance, Benefits Administration, Employment Law, Strategic Planning, Human Resources, Healthcare, Customer Service, Microsoft Excel, HRIS, Outlook, Medicare, HIPAA, HMO, Compliance, Training, Negotiation, Team Building, Analysis, Process Improvement, Management, Sales, Performance Management, Affordable Care Act, Legal Writing, Health Care Reform, Strategy, Risk Management, ERISA, COBRA, Claim, Disability Insurance, Brokers, Life Insurance, Health Policy, Workers Compensation, Long-term Care, Flexible Spending..., Managed Care, Employee Wellness, Executive Pay, Medicare Part D
Education
University of California, Los Angeles 2012 — 2013
Certificate, Human Resources Management, Earned 'With Distinction'
Southern California Institute of Law 2007 — 2010
J.D., Law
University of California, Irvine 2001 — 2004
B.A., Social Ecology
The LBL Group March 2013 - Present
Nautilus Health Insurance Services November 2014 - Present
Silverback Insurance Agency June 2010 - March 2013
ADP August 2009 - May 2010
Skills
Insurance, Customer Service, Sales, Leadership, Public Speaking, New Business Development, Strategic Planning, Employee Benefits, Contract Negotiation, Sales Management, Microsoft Office, Outlook, Microsoft Word, Management, Account Management, Operations Management, Cold Calling, Healthcare, Salesforce.com, Coaching, Policy, Financial Analysis, Negotiation, Human Resources, Health Insurance, Training, Team Building, Recruiting, Risk Management, Team Leadership, Benefits Administration, Marketing, Direct Sales, Process Improvement, Business Development, Analysis, Performance Management, Sales Process
Education
Texas Christian University 2004 — 2009
Bachelor's Degree, Communications Studies, Minor in Radio/TV/Film
College Community Services November 2012 - Present
Landmark Medical Center August 2012 - November 2012
American Income Life February 2012 - July 2012
The LBL Group February 2010 - February 2012
Virtual Cosourcing Insurance Solutions September 2009 - December 2009
Skills
Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Insurance, Brokers, Microsoft Excel, Microsoft Word, Umbrella Insurance, Retirement, Customer Service, Negotiation, Term Life Insurance, Property & Casualty..., Strategic Financial..., Case Managment, Mental Health, Social Security..., Psychological Assessment, Psychiatric Care, Case Management, Long-term Care
Education
California State University-Long Beach 2014 — 2017
Master's degree, Marrige and Family Therapy
California State University-Fullerton 2010 — 2012
Bachelor of Arts (BA), Psychology
Focus Technology USA, Inc. June 2014 - Present
Easylife Furniture Inc May 2012 - June 2013
Solari Enterprises, Inc. December 2006 - August 2011
Medata Inc. June 2003 - December 2006
The LBL Group March 2001 - March 2002
Skills
Deferred Compensation, HRIS, Microsoft Word, Microsoft Excel, Human Resources, Workers Compensation, Employee Benefits, Customer Service, Microsoft Office, Process Scheduler, Payroll, Employment Law, Insurance, Recruiting, Litigation, Employee Relations, Training, Performance Management, Negotiation, Management, Employee Handbooks, Hiring, Customer Satisfaction, FMLA, Outlook, Compensation & Benefit, Team Building, Benefits Administration, New Hire Orientations
Education
California State University-Long Beach 2004 — 2006
Irvine Valley College 2002 — 2004
Psychology
Dearborn 2002 — 2002
Certificate, Insurance
Segal Consulting October 2014 - Present
The LBL Group December 2012 - September 2014
CRC Health Group March 2012 - November 2012
Skills
Investments, Real Estate, Property Management, Asset Managment, Budgets, Portfolio Management, Accounting, Valuation, Financial Modeling, Financial Analysis, Public Speaking, Research, Microsoft Office, Health Insurance, Customer Service, Salesforce.com, Financial Statement..., Analysis, HTML, CSS, Leadership, Employee Benefits, Medicare, Life Insurance, Long-term Care, Workers Compensation, Asset Management, Healthcare, Disability Insurance, Insurance, Health Savings Accounts, Strategy, Process Improvement, Finance, Long Term Care Insurance, Term Life Insurance, Benefits Administration, HMO, Brokers, Underwriting
Education
California State University-Los Angeles 2009 — 2011
Bachelor of Science (B.S.), Business Administration Option in Finance
Long Beach City College 2006 — 2009
Associate's degree, Business Administration and Management, General
The Citadel Outlets July 2014 - Present
The Citadel Outlets January 2014 - July 2014
The LBL Group May 2010 - January 2014
California State University, Fullerton August 2009 - May 2010
Skills
Adobe Creative Suite, Graphic Design, Corporate Design, Illustrator, Photoshop, InDesign, Mac, Photography, Typography, Marketing, Project Management, Corporate Branding, Social Media Marketing, Logo Design, Graphics, Posters, Art Direction, Creative Direction, Web Design, Packaging, Brand Development, User Interface Design, Advertising, Email Marketing, Visual Communication
Education
California State University-Fullerton
Bachelor of Fine Arts (BFA), Graphic Design
The LBL Group March 2012 - Present
HarBro January 2011 - March 2012
Bethany Church January 2003 - November 2010
Farmers Insurance September 2001 - January 2003
Under the Rainbow Preschool June 1998 - December 2001
Skills
Proficient Typing Skills, Microsoft Word, PowerPoint, Microsoft Publisher, Outlook, Pagemaker, 10 Key
Education
Golden West College 2001 — 2003
Certificate, Sign Language Interpretation and Translation
Long Beach City College 1998 — 2000
None, Business Administration and Management, General