Wells Fargo Insurance Services, Inc.
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21 Wells Fargo Insurance Services, Inc. employees in database. Find out everything there's to know about Wells Fargo Insurance Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Insurance Services, Inc. Employees
Wells Fargo Insurance Services June 2013 - Present
Wells Fargo Insurance Services USA, Inc. January 2008 - January 2013
Wells Fargo Insurance Services, Inc. September 1997 - January 2013
ABD Insurance and Financial Services September 1997 - December 2008
Willis September 1986 - September 1997
Skills
Project Management, Mergers, Continuing Education, Insurance, Sales, Underwriting, Risk Management, Employee Benefits, Workers Compensation, Property & Casualty..., Health Insurance, Commercial Insurance, General Insurance, Strategic Planning, Coaching, Customer Service, Team Building, Leadership Development, Brokers, Organizational..., Learning and Development, Operations Management, Instructional Design, Training Facilitation, Quality Control, Curriculum Design, Curriculum Development, Organizational..., Communication Skills, Strategy Implementation, Process Improvement, Microsoft Technologies, Training, Mentoring, Workflows and Best..., Insurance Operations, Contract Review, Policy Checking, Claims, Diversity and Inclusion, Marketing, Teamwork, Change Management, Team Leadership, User Experience Design, Analysis, Human Resources, Business Development, Program Management, Onboarding
Education
University of California, Santa Cruz
Certificates, Training and Human Development, Quality Assurance and Continuous Improvement
Wells Fargo Insurance Services, Inc. May 2006 - Present
Shaver Grand House 2007 - 2008
Skills
Property & Casualty..., Workers Compensation, New Business Development, Commercial Insurance, Customer Service, Negotiation, Brokers, Salesforce.com, Strategic Planning, Marketing Strategy, Fundraising, Public Speaking, Team Building, Contract Negotiation
Education
University of Oregon 2001 — 2005
BofS, Sociology
Lincoln 1998 — 2001
USI Insurance Services August 2014 - Present
Wells Fargo Insurance Services, Inc. July 2004 - August 2014
Palmer & Cay 2003 - 2004
Northland Insurance Company 1995 - 2002
Skills
Liability, Portfolio Management, Commercial Insurance, Insurance, Professional Liability, Account Management, Casualty, Risk Management, Relationship Management, Legal Liability, Underwriting, Financial Services, Banking, Property & Casualty..., Analysis, Brokers, Claim, Workers Compensation
Education
Minnesota State University, Moorhead
Bachelor's degree, Finance, General
University of St. Thomas
Master of Business Administration (MBA), Finance, General
Wells Fargo Insurance Services, Inc. September 2007 - Present
The Puckett Group, Inc. February 2005 - August 2007
Willis May 1995 - January 2005
Skills
Commercial Real Estate, Property & Casualty..., Insurance, Temporary Staffing, Underwriting, Risk Management, Manufacturing, Hospitality, Team Building, Sales, New Business Development, Workers Compensation, Commercial Insurance, Professional Liability, Management, Strategic Planning, Employee Benefits, Leadership, Customer Service, Marketing, Brokers, Casualty
Education
Furman University 1986 — 1990
Political Science
Furman University
Wells Fargo Insurance Services August 2008 - Present
Wells Fargo Insurance Services, Inc August 2008 - Present
Wachovia Insurance Services, Inc. July 2005 - August 2008
Provident Life & Accident Insurance Company July 1977 - July 1994
Education
Presbyterian College 1974 — 1976
BS, Biology
University of South Carolina-Columbia 1972 — 1974
BS, Marine Biology
ACE Group April 2014 - Present
ESIS November 2012 - April 2014
Bolton & Company April 2011 - November 2012
White & Company Insurance August 2010 - March 2011
White Sutton & Company August 2010 - March 2011
Wells Fargo Insurance Services, Inc. April 1999 - August 2010
IBA West Board of Directors 2009 - 2010
IBA Consultants West, LLC 1999 - 2009
Speare & Company 1999 - 2004
IIABA Los Angeles 2000 - 2001
Skills
Professional Liability, Legal Liability, Property & Casualty..., Property, Workers Compensation, Commercial Insurance, Risk Management, Underwriting, Insurance, Commercial Lines, Claim, Liability, D&O, Medicare, Enterprise Risk..., Leadership, Claims Management, Casualty, Sales, Training, Account Management, Disability Insurance, Forecasting, Negotiation, Business, Marketing, Litigation Management, Brokers, Management, Risk Assessment, Employee Benefits, General Insurance, Homeowners, Retirement Planning, Umbrella Insurance, Reinsurance, Excess, Term Life Insurance, Employment Practices..., Health Insurance, Life Insurance, New Business Development, Financial Risk, Fixed Annuities, Executive Management, Analysis, Financial Analysis, Claim Investigation, Finance, Insurance Brokerage
Education
University of Southern California 1990 — 1994
BA / BS, Communications / Marketing
Wells Fargo Insurance Services, Inc. March 2007 - Present
Virginia Inn Management, Inc. November 2003 - July 2006
Skills
Underwriting, Property & Casualty..., Sales, Insurance, Commercial Insurance, Professional Liability, Account Management, Relationship Management, Workers Compensation, Employee Benefits, Risk Management, General Insurance, Management, Strategic Planning, Marketing, Public Speaking, Customer Service, Contract Negotiation
Education
Hampden-Sydney College 1997 — 2001
Sawyer Actuarial Consultants, LLC January 2011 - Present
Wells Fargo Special Risks, Inc. January 2009 - December 2010
Wells Fargo Insurance Services Inc. 1987 - December 2010
IBA West 2003 - 2005
United Pacific Insurance Company March 1985 - November 1987
Fireman's Fund Insurance 1971 - 1985
Skills
Program Management, Risk Management, Underwriting, Insurance, Casualty, Analysis, Claim, Financial Risk, Strategic Planning, Actuarial Science, Team Building, Customer Service, Public Speaking, Management, Workers Compensation, Property & Casualty..., Actuarial Consulting, Excess, Professional Liability, Finance, Legal Liability, Commercial Insurance, Commercial Lines, Liability, General Insurance, Casualty Insurance
Education
University of Oregon 1960 — 1964
BA, Theoretical Mathematics
USI Insurance Services August 2012 - Present
Wells Fargo Insurance Services, Inc October 2010 - August 2012
Marsh USA, Inc March 1993 - September 2010
Marsh Inc. 1993 - 2010
HRH 1989 - 1993
Skills
D&O, Professional Liability, Commercial Insurance, Property & Casualty..., Legal Liability, Liability, Claims Management, Underwriting, Brokers, New Business Development, Reinsurance, Insurance, Casualty, Commercial Lines, General Insurance, Workers Compensation, Casualty Insurance
Education
University of Montevallo 1969 — 1973
BS, Accounting
JSW Steel USA Inc. Baytown, TX USA December 2013 - Present
Army National Guard August 2003 - December 2013
The TriZetto Group October 2012 - February 2013
PGI Inc May 2012 - August 2012
Wells Fargo Insurance Services Inc November 2010 - May 2012
KBR, Inc. December 2006 - December 2009
KBR December 2006 - December 2009
Army National Guard May 2005 - October 2006
Army National Guard December 2003 - May 2005
Skills
Insurance, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Project Management, Strategic Planning, PowerPoint, SAP, Team Building, Unix, Visual Basic, MS Project, Business Intelligence, SharePoint, Team Leadership, Analysis, Business Analysis, SQL, Time Management, Team Management, Testing, Program Management, Human Resources, VBA, Windows, Engineering, Troubleshooting, Software Documentation, Quality Assurance, Data Analysis, C#, Oracle, Change Management, Training, Leadership, Databases, Operations Management, Process Improvement, Management, Access, C++, System Administration, Microsoft SQL Server, HTML, Java, Outlook, Recruiting, Teamwork, PL/SQL
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science (BSc), Mechanical Engineering, 3.5
Proverus Inc. April 2015 - Present
Wells Fargo Insurance Services, Inc February 2008 - April 2015
Wells Fargo 1997 - 2011
Northwestern Mutual A October 2006 - September 2007
Wells Fargo Mortgage /UBS Mortgage, LLC February 1998 - August 2005
Lifetime Mortgage April 1997 - February 1998
Skills
Sales, Management, Mortgage Lending, Leadership, Banking, Customer Service, Finance, Loan Origination, Loans, Credit, Insurance, Strategic Planning, Marketing, Underwriting
Education
Bethel University 2010 — 2012
Minnesota State University, Mankato 1980 — 1983
Business
Mankato State University 1980 — 1982
Business Management
Abundant Health Unlimited December 2014 - Present
Golden Hills Reports August 2012 - December 2014
Jackson Hewitt Tax Service Inc. December 2013 - April 2014
Wells Fargo Insurance Services, Inc December 2010 - December 2013
Prospect Home Care and Hospice September 2007 - August 2008
Golden Hills Billing October 2004 - September 2007
CBCA, INC October 2002 - August 2003
Skills
Accounting, Quickbooks, Payroll, Tax, Financial Statements, Tax Preparation, Account Reconciliation, QuickBooks, General Ledger, Cash Management, Financial Analysis, Tax Returns, Training, Accounts Receivable, Accounts Payable, Invoicing, Management
Education
Colorado State University 2010 — 2011
Bachelor of Science (BS), Business Management & Accounting, 4.0
University of Phoenix 2009 — 2010
Associate of Arts (A.A.), Accounting, 3.93
Pikes Peak Workforce Center 2009 — 2009
QuickBooks Workshop
US Career Institute 2004 — 2004
Diploma, Medical Claims & Billing
Wells Fargo Insurance Services, Inc. October 2007 - Present
Skills
Workers Compensation, Insurance, Claim, Liability, Process Improvement, Mediation, Underwriting, Risk Management, Litigation, Property & Casualty..., Financial Risk, Brokers, Claims Management, Commercial Insurance, General Insurance, Casualty, Legal Liability, Commercial Lines, Professional Liability, Reinsurance, Casualty Insurance, Claims Handling, D, Litigation Management
Education
Georgia State University 1989 — 1992
Wells Fargo Insurance Services, Inc. January 2003 - Present
Gleason Financial Ltd. 1996 - 2003
Skills
Benefits Administration, Account Management, Brokers, Business Analysis, Change Management, Employee Benefits, ERISA, Health Insurance, Health Savings Accounts, Health Care Reform, Human Resources, Insurance, Life Insurance, New Business Development, Underwriting, Team Building, Public Speaking, Disability Insurance, Sales, COBRA, Leadership, Marketing, Customer Service, Healthcare, Sales Management, Strategic Planning, Performance Management, Management
Education
Carlow University 2009 — 2011
Masters of Business Administration, Business Administration
St. Francis University 1993 — 1996
Bachelor of Arts, English/Communications/Public Relations - Psychology
Wells Fargo Insurance Services Inc. October 2006 - Present
Kelley & Swain 2005 - 2006
Willis Insurance Services February 1999 - February 2005
Aon 1996 - 1998
Skills
Employee Benefits, Group Medical, Group Dental, Group Vision, Group Life/ADD, STD, LTD, Cafeteria Plans, Benefits Communication, Open Enrollment, Group Benefits, Health Insurance, Insurance, Plan Design, Brokers, Wellness Programs, Benefits, COBRA, Benefits Administration, Disability Insurance, Health, Group Health, Long Term Care, ERISA, Flexible Spending..., Compliance, HIPAA, Term Life Insurance, Account Management, FSA, Health Savings Accounts, Claims, Employee Wellness, Commercial Insurance, Medicare, Managed Care, Long-term Care, Fixed Annuities
Education
Essex Community College
Psychology
Dolliff Insurance July 2013 - Present
Wells Fargo Insurance Services, Inc. December 2005 - July 2013
Old Chicago 2003 - 2006
Skills
Insurance, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Account Management, Claim, Customer Service, Financial Analysis, Financial Risk, Leadership, Marketing, Mergers, New Business Development, Risk Management, Sales, Strategic Planning, Team Building, Time Management
Education
Saint Cloud State University - G.R. Herberger College of Business 1999 — 2003
Bachelor of Science (B.S.), Advertising emphasis with a Marketing Minor
Wells Fargo Capital Finance June 2012 - Present
Wells Fargo Insurance Services, Inc October 2008 - June 2012
Pikes Peak Community College December 2011 - February 2012
Wells Fargo Financial, Inc May 1993 - October 2008
Wells Fargo 1993 - 2005
Skills
Financial Analysis, Banking, Internal Audit, Outlook, Team Building, Accounts Receivable, Project Management, Analysis, General Ledger, Auditing, Bookkeeping, Microsoft Excel, Fixed Assets, Process Improvement, Risk Management, Strategic Planning, Strategic Financial..., Finance, PeopleSoft, GAAP, Change Management, Corporate Finance, Financial Accounting, Bank Reconciliation, Sarbanes-Oxley Act, Variance Analysis, Account Reconciliation, Financial Statements, Payroll, Cash Management, Accounts Payable, Financial Modeling, Microsoft Office, Financial Reporting, Essbase, Accounting, Internal Controls, Cash Flow, Budgets, Mortgage Lending, Journal Entries, CPA, Microsoft Word, Cost Accounting, Accruals, Business Process..., Forecasting, Small Business, Consolidation
Education
Drake University
Bachelor of Science, Business Administration/Accounting
Drake University
MBA, Accounting & Human Resource Management
Hoover High School
Diploma, General Studies
Member Institute of Management Accountants-Pikes Peak ChapterMember Pikes Peak Community College
Wells Fargo Insurance Services, Inc. January 2009 - Present
Wachovia August 2005 - January 2009
CIGNA Healthcare June 1985 - July 2005
Skills
Underwriting, Health Insurance, Insurance, Disability Insurance, Brokers, Employee Benefits
Education
Ohio Wesleyan University 1979 — 1983
Bachelor of Science (BS), Economics
Wells Fargo Insurance Services, Inc
Skills
Public Relations, Strategic Planning, Insurance, Public Speaking, Social Media, Event Planning, Marketing Strategy, Management, Leadership, Budgets, Training, Sales, Small Business, Marketing
Education
Southern Illinois University, Carbondale
BA, Political Science
Wells Fargo Insurance Services, Inc. January 2007 - Present
Marsh October 1997 - December 2006
Johnson & Higgins June 1983 - October 1997
Skills
Underwriting, Risk Management, Insurance, Property & Casualty..., Brokers, Commercial Insurance, Workers Compensation, D&O, Professional Liability, Strategic Planning, Financial Analysis, Financial Risk, New Business Development, Enterprise Risk..., Casualty, Reinsurance, Liability, Executive Management, Employment Practices..., Excess, Casualty Insurance
Education
SUNY Geneseo 1979 — 1983
BA, Business/Marketing
northport 1976 — 1979
Zurich North America July 2015 - Present
Huntington Insurance January 2014 - Present
Huntington Insurance February 2011 - January 2014
Wells Fargo Insurance Services, Inc January 2006 - February 2011
Wells Fargo Disability Management, Inc October 2004 - September 2006
Skills
Underwriting, Financial Risk, Analysis, Workers Compensation, Property, Commercial Insurance, Commercial Lines, Marketing, Umbrella Insurance, Professional Liability, Employment Practices..., Casualty
Education
California University of PA 2006 — 2009
Master of Science, Business Administration
University of Pittsburgh 1996 — 2002
Bachelor of Arts, Philosophy