Alliant Insurance Services
Industry: Insurance company
DescriptionHeadquarters: Newport Beach, California, United States CEO: Tom Corbett CFO: Ilene Anders Founded: 1925 COO: Peter Carpenter Subsidiaries: Crystal & Company, Inc., Alliant Employee Benefits,
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Alliant Insurance Services Employees
Alliant Insurance Services December 2013 - Present
Cox Media Group January 2011 - September 2011
Sullivan, Shugrue, and Lucie Agency September 2004 - September 2006
GEICO August 2002 - September 2006
Skills
Property & Casualty..., Insurance, Brokers, Underwriting, Liability, General Insurance, Casualty, Strategic Planning, Casualty Insurance
Education
Nassau Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
Alliant Insurance Services August 2013 - Present
The Houston Methodist Hospital System April 2010 - May 2013
The Houston Methodist Hospital September 2007 - April 2010
Nebraska Methodist College August 2006 - August 2008
The Houston Methodist Hospital January 2005 - September 2007
Will County Health Department February 2004 - December 2004
Independent Contract for ExxonMobil Oil Corporation-Joliet Refinery March 1997 - December 2004
Recreational Services Inc. April 1995 - February 1997
Skills
Healthcare Management, Healthcare Information..., Hospitals, HIPAA, Healthcare, Strategic Partnerships, Strategic Planning, Project Management, Project Planning, Leadership, Entrepreneurship, Program Development, Integrity, Marketing Communications, Program Management, Employee Wellness, Developing,..., Wellness Knowledge, Building a Culture of..., Wellness Coaching, Population Health, Corporate Wellness, marketing and..., Visionary, Creative Solutions, Innovation, Measuring Achievements, Monitoring Progress, Systematic Approach, Systemic approaches, Managing People, Leading Change, Thought Leadership, Encouraging New..., Continual Learning, Continuous Improvement, Content Development, Proactive self-starter, Promotions, Program Evaluation, Program Implementation, Incentives, Organization, Optimistic, Reflective, Personal Development, Metrics, Holistic Health, Integrative Medicine, Prevention
Education
Nebraska Methodist College 2006 — 2008
Master of Science in Health Promotion, Health Promotion and Human Resource Management, 4.0
Northern Illinois University 1991 — 1995
BS in Health Promotion, Health Promotion; Environmental Studies, 3.59
The Horton Group January 2014 - Present
Tag Limit Outdoors, Inc May 2012 - Present
VAST May 2012 - December 2013
Lockton Companies June 2013 - August 2013
Bell Hospital September 2011 - May 2012
Alliant Insurance Services June 2011 - August 2011
Dream Works Custom Homes May 2005 - August 2010
Skills
Microsoft Office, Organizational..., Business Networking, Commercial Insurance, Property & Casualty..., Organizational..., Surety Bonds, Construction, Small Business, Archery, Marketing, Sales, Workers Compensation, Risk Management, Insurance, Customer Service, Leadership, Management, Public Speaking, Strategic Planning, Financial Analysis
Education
Northern Michigan University 2010 — 2013
Bachelor of Science (B.S.), Finance & Risk Management
Michigan Technological University 2009 — 2010
Physics, Business
Benzie Central High School
McQueen Kalligan Insurance Services, Inc. September 2014 - Present
LPL Financial August 2010 - September 2014
Leisher Group March 2003 - August 2010
First Allied Securities March 1995 - March 2003
Alliant Insurance Services 1989 - 1995
Skills
Case Design and..., Long Term Care Insurance, Disability Insurance, Life Insurance, Insurance Underwriting, Retirement Planning, Fixed Annuities, Financial Planning, Life Insurance..., Term Life Insurance, Financial Services
Education
San Diego State University-California State University 1979 — 1983
Bachelor of Science (BS), Small Business Administration/Management
Northern Illinois University 1968 — 1970
General-Undergraduate, Undecided
Alliant Insurance Services February 2014 - Present
Aon Risk Solutions December 2007 - February 2014
Wathen-Castanos-Mazmanian May 2001 - November 2007
Citi May 1998 - May 2001
Skills
Account Management, Employee Benefits, Management, Brokers, Insurance, Benefits Administration, Underwriting, Sales, Customer Service, Microsoft Excel, Marketing, Life Insurance, Administrative..., Self-funded, Disability Insurance, Customer Retention, Health Insurance, Self Funding, Executive..., Auditing, Compliance, Operations Management, Leadership, Strategic Planning, Claim, Health Savings Accounts, Term Life Insurance, Long-term Care, Analysis, Coaching, Microsoft Office, Process Improvement
Education
Western Governors University 2013 — 2013
Master of Business Administration (MBA), Management and Strategy, 3.0+
Western Governors University 2012 — 2012
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General, 3.0 +
Reedley College 1997 — 2004
Associate's degree, Business Administration and Management, General, 3.98
CMR Risk & Insurance Services April 2010 - Present
UC San Diego February 2012 - January 2014
Alliant Insurance Services 2009 - 2010
Barney & Barney 2007 - 2008
Chapin & Karp Insurance Services 2002 - 2007
Skills
Health Savings Accounts, Insurance, Brokers, Health Insurance, Employee Benefits, Underwriting, Workers Compensation, Term Life Insurance, Commercial Lines, Commercial Insurance, Property & Casualty..., Medicare, Disability Insurance, COBRA, Life Insurance, Claim, Legal Liability, General Insurance, Long-term Care, Benefits Administration, Professional Liability, Accident, Liability, Umbrella Insurance, Casualty, Group Medical, Group Insurance, Critical Illness
Education
San Diego City College 2010 — 2012
International Foundation of Employee Benefit Plans
CEBS, Employee Benefits
Alliant Insurance Services July 2013 - Present
Continental E&J January 2012 - July 2013
Pikes Peak Community College August 2009 - August 2011
Day Care Resources, Inc. April 2001 - August 2005
Skills
Accounting, Financial Reporting, Account Reconciliation, Accounts Receivable, General Ledger, Accounts Payable, Financial Analysis, Auditing, Financial Accounting, Microsoft Excel, Invoicing
Education
Washington State University 2014 — 2017
Bachelor's Degree, Accounting
Pikes Peak Community College 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General
Teradata June 2014 - Present
Alliant Insurance Services August 2013 - May 2014
Palomar Medical Group May 2012 - August 2012
Skills
Business Intelligence, SQL, Teradata, ETL, Consulting, Microsoft SQL Server, Microsoft Office, RDBMS, SSRS, Data Analysis, Data Integration, SSIS, Volleyball, Marketing, Data Warehousing, Informatica, Databases, Big Data, NoSQL, HTML, Analytics, Professional Services
Education
Northern Arizona University 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Computer Information Systems
Alliant Insurance Services March 2006 - Present
HRH 2005 - 2006
Raffa Financial Services 2001 - 2005
Member Benefit Services May 1997 - June 2001
Potomac Basin Group Associates September 1985 - May 1987
Skills
Insurance, Brokers, Health Insurance, Underwriting, Account Management, Employee Benefits, General Insurance, Disability Insurance, Legal Liability, Health Savings Accounts, Claim, Customer Service, Customer Retention, Customer Satisfaction, Customer Oriented, Information Technology, Data Analysis, Computer Maintenance, Computer Repair, Microsoft Office, Benefit Point Database, Adobe Acrobat, Licensed Life & Health..., Vision Insurance, Dental Insurance, Individual Health..., Healthcare Reimbursement, COBRA, Flexible Spending..., Section 125 Plans, Self-funded, Voluntary Employee..., Marketing Communications, Manage Client..., Client Liaison, Client Relations Skills, Teamwork, Fundraising, Committed to Customer..., Satisfied Clients, Employee Handbooks, Benefits Administration, Benefits Design, Claims Resolution, Life Insurance, Group Insurance, Adobe Creative Suite, Customer Support, Employee Wellness..., D&O
Education
Crossland High School
Cosmetology/Cosmetologist, General
Montgomery College
Alliant Insurance Services July 2012 - Present
PKF November 2010 - July 2012
PKF October 2006 - November 2010
PKF 2004 - October 2006
Souplantation & Sweet Tomatoes Restaurant June 1998 - May 2004
Skills
Manufacturing, Professional Services, SEC, US GAAP, Financial Statements, Revenue Recognition, GAAP, Accounting, Internal Controls, Auditing, Financial Reporting, Consolidation, Financial Accounting, Financial Audits, SEC filings
Education
San Diego State University-California State University 2000 — 2005
BS, Accounting
Alliant Insurance Services April 2006 - October 2014
Guardian Life Insurance September 2000 - April 2006
Skills
Martial Arts, Organization, Project Planning, Training, Leadership, Recruiting, CRM, Sales, Management, Social Media Marketing, Sales Management, Cold Calling, Account Management, Event Management, Salesforce.com, Human Resources, Marketing, Insurance, Property & Casualty..., Team Building, Underwriting, Customer Service, Employee Benefits, Strategic Planning, Project Management
Education
University of Phoenix 2003 — 2005
Bachelor of Science (B.S.), Business Administration
Orange Coast College
Associate of Arts (A.A.), General Studies
UC Irvine, Extension
UC Irvine, Extension
UC Irvine, Extension
Alliant Insurance Services April 2007 - Present
Life's Expression June 2010 - June 2010
Abercrombie & Fitch July 2006 - December 2006
LeSchack & Grodensky September 2003 - May 2005
Skills
Retail, Insurance, Recruiting, Time Management, Payroll, Accounts Payable, Marketing
Education
Pace University 2002 — 2008
Bachelor, Business Administration; Management; Business Management
Pace University 2002 — 2006
Bachelor's degree, Management and Pre Law
Health Net 2006 - Present
Alliant Insurance Services 2004 - 2006
Lebherz Insurance Services 2003 - 2004
PacifiCare 1997 - 2003
Skills
Underwriting, Healthcare, Finance, Health Insurance, Employee Benefits, Municipalities
Education
Rockhurst University
Bachelor's Degree, English Language and Literature/Letters, Philosophy
Alliant Insurance Services March 2013 - Present
Skills
Property & Casualty..., Insurance, PowerPoint, Microsoft Excel, Microsoft Word, Social Media
Education
LIM College
Bachelor's Degree, Fashion Merchandising
Alliant Insurance Services September 2008 - Present
Robert Placak & Associates January 2005 - September 2008
Health Net 1990 - 1999
Skills
Brokers, Employee Benefits, Workers Compensation, Health Savings Accounts, Account Management, COBRA, Health Insurance, Insurance, Managed Care, Medicare, Healthcare, Underwriting, Disability Insurance, Life Insurance, Term Life Insurance, Long-term Care, Benefits Administration, 401k
Education
Pepperdine University
Bachelor of Science Business Management
Alliant Insurance Services August 2000 - Present
UNUM October 1992 - July 2000
Skills
Employee Benefits, Budgets, Mergers & Acquisitions, Health Insurance, Customer Service, Human Resources, Strategic Planning, Strategy, Insurance, Negotiation, Account Management, Disability Insurance, New Business Development, Mergers, Program Management, Health Savings Accounts, Brokers, Underwriting, Group Insurance, Health Care Reform, Life Insurance, Long Term Care Insurance, Benefits Administration, COBRA, Risk Management, Sales
Education
Oregon State University 1982 — 1987
Alliant Insurance Services January 2009 - June 2009
HD Supply, White Cap Construction Supply February 2005 - December 2008
White Cap Construction Supply February 2005 - December 2008
Apria Healthcare January 2002 - October 2004
SDI Capital Resources 2001 - 2001
E-Commerce Exchange, Inc. 1999 - 2001
Skills
Benefits Administration, Employee Benefits, HRIS, Employee Relations, Human Resources, Legal Compliance, ADP Payroll, Performance Management, FMLA, Affirmative Action
Education
Saddleback College 2010 — 2012
Associate of Science (AS), 3.6
Capps Insurance Agency/ Capps Trucking April 2015 - Present
ANBTX February 2013 - March 2015
Brown&Brown/Alamo Insurance Group November 2011 - February 2013
Alliant Insurance Services August 2010 - December 2011
Avizent Risk Management December 2008 - June 2010
HRH/Willis September 2007 - December 2008
Arthur J. Gallagher & Co. November 1978 - August 2007
Skills
Property & Casualty..., Risk Financing, Captives, Workers Compensation, Commercial Insurance, Casualty, Liability, Legal Liability, Professional Liability, New Business Development, Insurance, Underwriting, Financial Services, Commercial Lines, Risk Management, Leadership, General Insurance, Employee Benefits, Claim, Casualty Insurance
Education
Penn State University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Alliant Insurance Services December 2013 - Present
Alliant Insurance Services May 2013 - December 2013
LPL Financial June 2012 - December 2012
Trek Bicycle Superstores May 2011 - August 2011
State Farm Insurance June 2009 - January 2011
Big 5 Sporting Goods June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Accounting, Time Management, Data Entry, Financial Reporting, Leadership, Team Leadership
Education
Northern Arizona University 2007 — 2012
Bachelor's degree, Accounting
Alliant Insurance Services February 2013 - Present
Hanover Insurance Group June 2008 - February 2013
Skills
Underwriting, Surety Bonds, Surety, Bonds, Insurance, Commercial Lines, Financial Analysis, Casualty, Claim, Casualty Insurance, Property & Casualty..., Liability, Risk Management
Education
Providence College 2004 — 2008
Bachelors, Management / Finance
Lockton Companies August 2014 - Present
Alliant Insurance Services January 2014 - August 2014
Landry's Restaurants August 2013 - January 2014
Cordua Restaurants February 2012 - August 2013
Skills
Microsoft Office, 10 Key, Microsoft Excel, Microsoft Word, Typing, Windows 7, Windows XP Pro, Mac, Scanners, InDesign, Illustrator, Photoshop, Microsoft Publisher, Employee Benefits, Insurance, Health Insurance, Customer Service, Disability Insurance, Benefits Administration, Underwriting, Life Insurance, Health Savings Accounts, Leadership
Education
Lone Star College System 2007 — 2013
Associate's degree in progress, Mathematics/Science
Humble High School 2003 — 2007
Diploma
Alliant Insurance Services April 2013 - Present
Genoptix June 2012 - June 2013
Well-Connected June 2000 - April 2013
ResMed Corp 2001 - March 2013
Intercare Insurance Solutions August 2007 - December 2011
Puritan Bennett 1991 - 2000
Nellcor Puritan Bennett/Tyco Healthcare 1991 - 2000
Mallinckrodt 1990 - 2000
San Diego Wellness Coalition 1996 - 1999
Skills
Wellness, Wellbeing, Health Promotion, Fitness, Employee Wellness, Management, Wellness Coaching, Nutrition, Team Building, Strategic Planning, Customer Service, Health Education, Program Development, Prevention, Employee Wellness..., Corporations, Nutritional Counseling
Education
The Cooper Institute for Aerobics Research 1999 — 1999
Certified Health Promotion Director, Corporate Wellness
UCSD Extension 1996 — 1996
Professional Certificate in Health and Fitness Management, Health and Fitness
San Diego State University-California State University 1988 — 1989
Units toward Masters Degree, Exercise Physiology
Point Loma Nazarene University 1981 — 1986
BA, Physical Education/Athletic Training
Pasadena High School 1978 — 1981
Alliant Insurance Services April 2015 - May 2015
Spiegler Insurance Services August 2014 - February 2015
Alliant Insurance Services April 2011 - August 2014
Mary Kay Inc. January 2010 - April 2011
Escondido Christian School August 2007 - April 2011
San Marcos Unified School District November 2006 - September 2008
Skills
Property & Casualty..., Commercial Insurance, Administrative..., Management, Analysis, Insurance, Brokers, Team Building, Workers Compensation, Customer Service, Professional Liability, Legal Liability
Education
The National Alliance for Insurance Education & Research 2013 — 2015
CISR Designation, Commercial Insurance
Palomar College 2004 — 2011
Associates, Library Technology
Oklahoma Wesleyan University August 2015 - Present
ConocoPhillips April 2015 - August 2015
ConocoPhillips April 2014 - April 2015
ConocoPhillips March 2012 - April 2014
Alliant Insurance Services September 2010 - March 2012
Skills
Benefits Administration, Insurance, Employee Benefits, Social Media, Employee Relations, Public Relations, Event Planning, Internal Communications, Risk Management, Leadership, Microsoft Word, Outlook, Process Improvement, PowerPoint, Account Management, Marketing Communications, Contract Negotiation, Negotiation, Training, Marketing Strategy, Organizational..., Change Management, Defined Benefit, Deferred Compensation, Performance Management, Coaching
Education
Oklahoma State University
Bachelors of Science in Business Administration, International Business/Economics
Oklahoma Wesleyan University
Master of Business Administration (M.B.A.)
BrandPolished January 2010 - Present
MediaShift April 2013 - September 2015
NVISION Laser Eye Centers February 2012 - April 2013
Alliant Insurance Services February 2011 - February 2012
Double A Consulting April 2009 - March 2010
Intelleges - CUMC 2009 - 2010
The Marcus Group July 2004 - April 2009
SYS-CON Media Publications January 2000 - July 2004
Union of American Hebrew Congregations 1997 - 2000
Skills
Creative Direction, Online Advertising, Web Design, Direct Mail, Digital Marketing, Copywriting, Collateral, User Experience, Social Marketing, Packaging, User Interface, Positioning, Focus Groups, Eblasts, Advertising, Brand Development, SEO, Analytics, Direct Response, Graphic User Interface, SEM, Marketing Communications, Marketing Strategy, Brand Management, PPC, Social Media, Website Development, Graphics, Email Marketing, Mobile Devices, B2B, Integrated Marketing, Creative Strategy, Corporate Branding, Web Development, Branding, Trade Shows, User Interface Design, Interaction Design, Multimedia, Interactive Marketing, Online Marketing, Art Direction, Logo Design, Brochures, Content Strategy, Social Media Marketing, Digital Strategy, Adobe Creative Suite, Direct Marketing
Education
Baruch College 1991 — 1995
Marketing
Long Island University
Alliant Insurance Services January 2013 - Present
Alliant Insurance Services August 2006 - January 2013
Alliant Insurance Services August 2011 - August 2012
Skills
Risk Management, Workers Compensation, Insurance, Commercial Insurance, Strategic Planning, Process Improvement, Professional Liability, Employee Benefits
Education
Western Governers University 2010 — 2013
BS, Business Managment
Los Angeles Valley College 2000 — 2003
AS, Fire Technology
Chatsworth High School 1989 — 1990
Monroe High School 1988 — 1989
Alliant Insurance Services April 2008 - Present
Skills
Claims Management, Liability, Brokerage, Insurance, Commercial Insurance, Automobile claims..., Workers' Compensation..., general liability..., Property & Casualty...
Education
Nassau Community College 2004 — 2006
Fall Advertising, Inc. April 2008 - July 2013
Alliant Insurance Services June 2005 - April 2007
Barona Valley Resort & Casino August 1999 - December 2002
Ligand Pharmaceuticals February 1998 - August 1999
Sunrise Medical 1994 - 1998
Mitchell International 1990 - 1994
Skills
Financial Reporting, Accounting, GAAP, Financial Analysis
Education
San Diego State University-California State University 1988 — 1992
Bachelor, Accounting
Wilde Insurance Services July 2015 - Present
Meadowbrook Insurance Group January 2012 - June 2015
BB&T Insurance Services Inc. April 2007 - February 2012
Korotkin Insurance Group October 2006 - March 2007
Hylant Group June 2002 - October 2006
Alliant Insurance Services January 1997 - June 2002
Skills
Insurance, Property & Casualty..., Commercial Insurance, Liability, Casualty, General Insurance, Employment Practices..., Professional Liability, Workers Compensation, Legal Liability, Disability Insurance, Commercial Lines, D&O, Claims Management, Casualty Insurance
Education
Macomb Community College 1995 — 2003
Associate's Degree, Business Communication
Scottsdale Community College 1990 — 1993
Communication, General
Alliant Insurance Services May 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Strategic Planning, Research
Education
Saint Anselm College 2012 — 2016
Bachelor of Arts (B.A.), International Business
Oxford Brookes University 2015 — 2015
Study Abroad, International Business
Alliant Insurance Services September 2008 - Present
Hobbs Group - HRH 1998 - 2008
Alexander & Alexander 1986 - 1998
Kaiser Aluminum 1980 - 1986
Skills
Professional Liability, Property & Casualty..., Casualty, Brokers, Commercial Insurance, Underwriting
Education
Oregon State University
BS Industrial Engineering
Alliant Insurance Services February 2014 - Present
Aon Risk Management & Consulting May 2013 - February 2014
Arthur J. Gallagher & Co. October 2005 - May 2013
New York Life Insurance Company October 2004 - September 2005
United Way of Fresno County August 2001 - September 2004
Skills
Employee Benefits, Insurance, Health Savings Accounts, Marketing, Health Insurance
Education
University of San Diego 1999 — 2000
BA, Business
Oregon State University 1996 — 1999
Under graduate, Business Administration and Management, General
Wells Fargo Commercial Insurance Services November 2014 - Present
Crystal & Company 2013 - Present
McGriff, Seibels & Williams 2013 - 2013
Alliant Insurance Services 2012 - 2013
Marsh 2001 - 2012
Privately Held Firm, Houston, TX 1996 - 2001
Skills
Insurance, Commercial Insurance, Risk Management, Mergers, Property & Casualty..., Due Diligence, Mergers & Acquisitions, Finance, Management, Negotiation, Brokers, Operations Management, Professional Liability, New Business Development, Financial Risk, Claim, Underwriting, Workers Compensation, Liability, Process Improvement, CRM, Insurance Brokerage, Commercial Lines
Education
LeTourneau University
BA, Business Management - Magna Cum Laude
Quintiles October 2012 - April 2015
Alliant Insurance Services April 2012 - September 2012
PETCO Animal Supplies, Inc. August 2011 - April 2012
Diamond Empire February 2010 - May 2011
PETROLEOS DE VENEZUELA May 2008 - February 2010
Skills
Accounting, Accounts Payable, Forecasting, Analysis, Accounts Receivable, Payroll, Auditing, Financial Reporting, Microsoft Excel, Budgets, Human Resources, Cash Flow, Financial Analysis, QuickBooks, Tax, Marketing Strategy, Management, Sarbanes-Oxley Act, PeopleSoft, Customer Service, Bank Reconciliation, Marketing, Outlook, Tax Preparation, Account Reconciliation, Microsoft Word, Invoicing, PowerPoint, Journal Entries, Microsoft Office, Consolidation, Spanish, Small Business, Research, General Ledger, Inventory Management, Financial Statements, Project Management, CTMS, INNTRAX
Education
University of California, San Diego 2010 — 2011
Accounting, Accounting
University of California, San Diego 2004 — 2005
WEB PUBLISHER
National University 2001 — 2003
MBA, Master of Business Administration
Universidad 'Santa María' 1995 — 2000
BS, Accounting-Business Administration
Anthem August 2015 - Present
Blue Shield of California May 2011 - August 2015
Walgreens June 2009 - May 2011
Alliant Insurance Services September 2008 - June 2009
UnitedHealthcare January 2006 - July 2008
PacifiCare July 1994 - January 2006
Mutual of Omaha July 1987 - July 1994
Skills
Management, Strategy, New Business Development, Leadership, Insurance, Managed Care, Selling, Account Management, Benefits Administration, Health Insurance, Training, Business Development, Business Strategy, Strategic Planning, Underwriting, Employee Benefits, Sales Management, Sales, Healthcare, B2B, Negotiation, Cross-functional Team..., Team Building, Medicare, Brokers, Budgets, Process Improvement, Contract Negotiation, Marketing, Disability Insurance, Sales Operations, Health Savings Accounts, Workers Compensation, Long-term Care, Life Insurance, Claim, Executive Management, Health Care Reform, Pharmacy Benefit..., Term Life Insurance, Medicare Part D, Medicaid, Health Policy, HMO, Disease Management, HIPAA, COBRA, Provider Relations, PPO, Healthcare Industry
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1996
Masters, Business Administration
University of Nebraska-Lincoln 1982 — 1986
Bachelor's of Science, Finance and Economics
CBIZ September 2015 - Present
Alliant Insurance Services October 2012 - September 2015
USI Insurance Services July 2011 - October 2012
Gallagher Benefit Services, Inc. June 2006 - July 2011
Herbert L. Jamison & Co. LLC February 2005 - June 2006
Entrust Benefit Solutions August 2003 - February 2005
Hugh Wood Inc. 2000 - 2003
Prudential Healthcare 1997 - 2000
Unemployment Cost Control 1989 - 1990
Skills
Employee Benefits, Insurance, Health Insurance, Benefits, Customer Service, Employee Benefits,..., Client Services,..., Sales, Open Enrollment, Flexible Spending..., Cafeteria Plans, Section 125 Plans, High Deductible Health..., Voluntary Employee..., Benefit Communication, Online Enrollment, ADP HRB, ADP E-Time, Leave of Absence..., SPDs, Benefit Plan..., Plan Compliance, Form 5500, Form 5500 preparation, Appeals, Girl Scout Leader, Benefits Administration, Group Medical, Brokers, Disability Insurance, Health Savings Accounts, Term Life Insurance, Underwriting, 401k, Self-funded, Property & Casualty..., COBRA, Group Insurance, Health Care Reform, Insurance Brokerage, Employee Wellness..., ERISA, Accident, Long-term Care, Professional Liability, Commercial Insurance, Medicare, HMO, PPO, Reinsurance
Education
College of Insurance 2000 — 2001
Professional Licensing:, Life, Health, Property & Casualty
St. Peter's College 1982 — 1986
Bayonne High School
TRISTAR Insurance Group July 2013 - Present
Vaco Technology August 2012 - Present
Portland Raiders, LLC September 2008 - Present
Private Consulting January 2002 - Present
Genuent October 2012 - July 2013
TRISTAR Insurance Group 2013 - 2013
Alliant Insurance Services March 2012 - August 2012
Emulex January 2012 - March 2012
State of Oregon October 2000 - January 2012
internet arena January 2000 - January 2001
Skills
Microsoft Office, Windows Server, Project Coordination, Active Directory, IIS, TCP/IP, DNS, DHCP, Terminal Services, Windows, Operating Systems, Routers, Servers, Hardware, Scripting, Software Installation, VMware, Firewalls, Network Administration, System Administration, Windows Server 2003, Disaster Recovery, Windows Server 2008, SharePoint, Troubleshooting, Windows 7, Deployment, Administration, Switches, Workstations, Configuration Management, SCCM, System Deployment, Blackberry Enterprise..., VPN, Help Desk Support, Cisco Technologies, Group Policy, Networking, Data Center, Security, Cloud Computing, Microsoft SQL Server
Education
Portland Community College 2002 — 2003
business
Alliant Insurance Services August 2013 - Present
Agenta Partners October 2011 - Present
EMC CORPORATION January 2011 - October 2011
Gordon Brothers Group October 2007 - June 2010
Keller Williams Realty April 2005 - October 2007
Skills
Salesforce.com, Sales, Marketing, Cold Calling, Account Management, Lead Generation, Marketing Strategy, Sales Management, Social Media, Direct Sales, Selling, Negotiation, CRM, Sales Operations
Education
Northeastern University 2000 — 2005
Bachelor of Science, Business AdministrationApril 2005; Entrepreneurship and Business Management
Alliant Insurance Services 1997 - Present
Skills
Professional Liability, Property & Casualty..., Workers Compensation, Liability, Commercial Insurance, Risk Management, Umbrella Insurance, Real Estate, Sales Management, New Business Development, Construction, Microsoft Excel, Microsoft Word, PowerPoint, Brokers, Reinsurance, Underwriting, Claims Management, D&O, Insurance, Health Insurance, Employment Practices..., Health Savings Accounts, Claim, Disability Insurance, Casualty, Financial Risk, Captives, Excess, Commercial Lines, Inland Marine, Directors & Officers..., General Insurance, Liability Analysis, Legal Liability, Surety Bonds, Litigation Management, Fiduciary, Employee Benefits, Life Insurance, Insurance Brokerage, Enterprise Risk..., Long-term Care, Renewals, Term Life Insurance, Claim Investigation, Surety
Education
Linfield College 1993 — 1997
BS, Business, Management
Aon Risk Services / Construction Services Group September 2015 - Present
Alliant Insurance Services August 2008 - September 2015
Hampton Hills Country Club May 1998 - August 2008
Windham Mountain January 2007 - April 2008
Skills
Insurance, Property & Casualty..., Commercial Insurance, Brokers, Underwriting, Account Management, Employee Benefits, Professional Liability, General Insurance, Liability, Workers Compensation, Casualty, Legal Liability, Commercial Lines, Casualty Insurance
Education
Queens College 2002 — 2006
Bachelor of Economics, Corporate Finance
Alliant Insurance Services October 2011 - Present
Hoag Hospital July 2001 - August 2011
Computer Education Institute 1995 - 2001
Computer Education Institute 1994 - 1995
Skills
HRIS, Applicant Tracking..., Crystal Reports, Software Implementation, Access, Microsoft Office, Kronos, Lawson HRIS, VBA, Accounts Payable, Ultipro, Cognos, Training, Crystal Enterprise, Employee Referral..., Visual Basic, System Administration, Instructional Design, Payroll, Employee Benefits, Open Enrollment, New Hire Orientations, Onboarding, Software Documentation, PeopleSoft, ADP Payroll, Human Resources, Program Management, Employee Relations, HIPAA, Classroom, Management, Benefits Administration, Process Improvement, Deferred Compensation, Interviews, Personnel Management, Classroom Instruction, Course Design, Jobvite
Education
Saddleback College 1994 — 1997
General, Communications
South Putnam High School 1989 — 1992
Honors Diploma
Alliant Insurance Services July 2014 - Present
Royal Canin SAS August 2011 - January 2015
Cass Information Systems January 2013 - May 2014
Smoky Jennings Chevrolet January 2011 - August 2011
Skills
Microsoft SQL Server, C#, ASP.NET, Web Development, Databases, JavaScript, Web Services, Web Applications, SQL, Photoshop, HTML5, CSS, jQuery, Bootstrap, UIX, Umbraco, Web Design, Java, SharePoint, Silverlight, Visual Studio, ASP, Software Development, WCF, SFTP, XML, IIS, Visual Basic, TFS, .NET, LINQ, HTML, Database Design, Linux, AJAX, Windows Server, T-SQL, Software Documentation, FTP, Application Development, ADO.NET, ASP.NET AJAX, Troubleshooting, Entity Framework, Object Oriented Design, XHTML
Education
Ranken Technical College 2009 — 2011
Associates of Technology, Internet Web Based Technology
Alliant Insurance Services Account ExecutivePaychexJuly 1991 - November 1996
Education
Mt. San Antonio College 1987 — 1988
Business
Rowland
Gilberts Risk Solutions May 2013 - Present
Synergy Comp Insurance Company May 2009 - May 2013
SOS Consulting June 2008 - May 2013
Gilbert's Risk Solutions June 2008 - January 2013
Alliant Insurance Services January 2007 - May 2008
Alliant Insurance Services January 2004 - December 2006
CIGNA Healthcare July 2000 - December 2003
Education
Ohio University
BS, Health Administration, Minor in Business Administration
Alliant Insurance Services December 2013 - Present
Aon Risk Services June 2011 - December 2013
Skills
Commercial Insurance, Property & Casualty..., Brokers, Insurance, General Insurance, Casualty, Liability, Commercial Lines, Account Management, Workers Compensation, Property, Risk Management
Education
Marist College 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, Finance
Alliant Insurance Services August 2013 - Present
Aon Risk Solutions August 2006 - August 2013
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Insurance, Brokers, Liability, General Insurance, Casualty, Professional Liability, Workers Compensation, Legal Liability, Commercial Lines, Reinsurance, Risk Management, Employment Practices..., D&O, Umbrella Insurance, Account Management, Disability Insurance, Claim, Property
Education
St. John's University 1995 — 1997
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.0
St. John's University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Alliant Insurance Services September 2013 - Present
KPMG US October 2012 - September 2013
KPMG January 2012 - March 2012
Sam Houston State University August 2006 - December 2011
The Legacy Group January 2011 - May 2011
Federal Deposit Insurance Corporation June 2010 - December 2010
Skills
Financial Analysis, Accounting, Analysis, PowerPoint, Microsoft Office, Financial Accounting, Customer Service, Microsoft Excel, Microsoft Word, Training, Financial Reporting, Auditing, QuickBooks, Outlook, Finance
Education
Sam Houston State University 2006 — 2011
BBA, Accounting, Finance, and Banking
Alliant Insurance Services June 2012 - Present
Impact Risk Solutions LLC June 2007 - June 2012
Skills
P&C Insurance, Commercial Insurance, Casualty, Property & Casualty..., Underwriting, Commercial Lines, General Insurance, Legal Liability, Professional Liability, Employment Practices..., D&O, Brokers, Workers Compensation, Umbrella Insurance, Claim, Insurance, Liability Analysis, Liability, Risk Management, Captives, Financial Risk
Education
Minnesota State University, Moorhead 1966 — 1968
Bachelor's degree, Business/Managerial Economics
Alliant Insurance Services June 2014 - Present
Nordstrom June 2013 - March 2014
Rachel Zoe January 2012 - April 2012
Dr. Bonnie Chow, Inc November 2009 - June 2011
Prime Eye Care Optometry August 2010 - May 2011
Skills
Photography, Office Administration, Sales Commissions, Information Technology, Microsoft Office, Mac OS, HTML, Social Media, Blogging, Photoshop, Optometry, Customer Service, Sales, Health Insurance, Microsoft Excel, Social Networking, Social Media Marketing, Employee Benefits, Leadership
Education
University of Southern California 2011 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Orange Coast College 2008 — 2011
Associate of Arts (A.A.), General Studies
Alliant Insurance Services April 2014 - July 2014
Roubini Global Economics February 2014 - June 2014
UNCTAD October 2013 - December 2013
OCO Global July 2013 - September 2013
Skills
Economics, Econometrics, Time Series Analysis, Risk Management, Microsoft Excel, Financial Economics, Mathematics, Business Development, Statistics, Quantitative Finance, Data Analysis
Education
New York University 2012 — 2014
Master's degree, Economics
The Chinese University of Hong Kong 2007 — 2012
Bachelor's degree, The first honor degree
Aon May 2013 - Present
Alliant Insurance Services October 2011 - 2012
Lockton Companies July 2004 - September 2011
CIGNA Healthcare 1991 - 2003
ChannelPoint 1999 - 2000
Skills
Account Management, Health Savings Accounts, Employee Benefits, Leadership, Consulting, Property & Casualty..., Healthcare, Brokers, Health Insurance, Insurance, Underwriting, Business Strategy, Sales, Disability Insurance, Commercial Insurance, Program Management, Real Estate, Financial Services, Risk Management, Reinsurance, Workers Compensation, Captives, Employment Practices..., Health Care Reform
Education
Middlebury College 1986 — 1990
Bachelors, Various
Milton Academy 1984 — 1986
Santa Ynez Union Valley High School
Alliant Insurance Services April 2012 - Present
Aon Risk Services March 2002 - March 2012
Aon Corporation March 2002 - March 2012
Hobbs Group March 1998 - March 2002
Skills
Professional Liability, Property & Casualty..., Commercial Insurance, Insurance, Underwriting, CCIP Insurance, OCIP Insurance, Builders Risk Insurance, Brokers, Casualty, Casualty Insurance, Claim, Claims Management
Education
Providence College 1994 — 1997
BS, Marketing, Finance
Chaminade 1989 — 1993
Alliant Insurance Services Account ManagerAlliant Insurance ServicesMarch 2015 - Present
Alliant Insurance Services July 2013 - Present
Hilti October 2005 - July 2011
CDG Management March 1998 - October 2005
Skills
Insurance, Commercial Lines, Property & Casualty..., Commercial Insurance, D&O, New Business Development, Inland Marine, Professional Liability, Sales Management, Strategic Planning, Surety, Employee Benefits, Real Estate, Property Management, Legal Liability, Workers Compensation, Brokers, Underwriting, Umbrella Insurance, Liability, Casualty, Claims Management, Risk Management, General Insurance, Claim, Health Insurance, Reinsurance, Account Management, Excess, Negotiation, Marketing, Management, Sales, Casualty Insurance
Education
NASBP Surety School (Level I) 2015 — 2015
Contract & Commercial Surety Bonds
NASBP Surety School (Level II) 2015 — 2015
Contract & Commerical Surety Bonds
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2004
Bachelor's degree, Psychology
Brookdale Community College, Lincroft NJ 1998 — 2001
Associate's degree, Business Administration and Management, General
NASBP Surety School
NASBP Surety School
Anthem, Inc. April 2015 - Present
The Adobe Group October 2014 - January 2015
Alliant Insurance Services July 2012 - October 2014
Premera Blue Cross April 2006 - July 2012
City of Auburn November 2002 - September 2003
Microsoft December 2000 - September 2002
annette korobkin, llc June 1998 - November 1999
King County Prosecuting Attorney's Office 1995 - 1997
Skills
Marketing Strategy, Contract Negotiation, Social Media, Vendor Management, Product Management, Brand Management, Cross-functional Team..., Media Relations, Content Development, Budgets, Strategic Planning, Marketing Communications, Public Relations, Project Management, Leadership, Healthcare, Healthcare Marketing, Employee Benefits, Corporate Branding, Brand Implementation, Employer Branding, Employee Engagement, Marketing, Product Marketing, Social Media Marketing, Strategy, Management, Advertising, New Business Development, Strategic Communications, Account Management, Business Development, Strategic Partnerships, Team Leadership, Market Research
Education
Seattle University School of Law 1991 — 1994
JD, Law
Middlebury College 1987 — 1991
BA w/ Honors, German & History
Punahou School 1975 — 1987
High School
Arthur J. Gallagher & Co. February 2015 - Present
Alliant Insurance Services March 2014 - February 2015
Alliant Insurance Services July 2013 - March 2014
RKS Roof Systems, LLC and R. Keck Investments, LLC January 2013 - July 2013
University of Louisiana at Monroe September 2011 - January 2013
R.K. Stahlman II D.O. February 2011 - June 2011
AAA Texas July 2007 - August 2009
Nordstrom February 2007 - June 2007
Lone Star Roof Systems May 2006 - August 2006
Skills
Public Speaking, Microsoft Office, Customer Service, Event Planning, Sales, Property & Casualty..., Microsoft Excel, Program Development, Sales Effectiveness, Customer Retention, Motivated self-starter, Research, Oral & Written..., Creative Problem Solving, Public Relations, PowerPoint, Social Media, Organizational..., Collaborative Problem..., Fundraising, Data Entry, Analysis, Editing, Employee Benefits, Human Resources
Education
Texas A&M University 2003 — 2006
Bachelors of Art, American Studies
Queen's University Belfast 2009 — 2010
Masters, American History, Graduated with Commendation
Alliant Insurance Services June 2015 - Present
Skills
Customer Service, Marketing, PowerPoint, Leadership, Competitive Analysis, Forecasting, Microsoft Excel, Market Analysis, Marketing Communications, Strategic Planning, Data Analysis, Contract Negotiation, Analysis, Budgets, Strategy, Management, Financial Modeling, Sales, Customer Satisfaction
Education
San Diego State University 2009 — 2010
MBA, Business Administration and Management, General
San Diego State University-California State University 2009 — 2010
MBA, Business Administration and Management, General
Alliant Insurance Services October 2008 - Present
HRH 2004 - 2008
Bradley & Parker 2006 - 2007
Marsh 2002 - 2004
Skills
Professional Liability, Liability, Insurance, Financial Risk, Commercial Insurance, D&O, Brokers, Microsoft Office, General Insurance, Licensed NYS P&C Broker, Directors, International, Sagitta, Account Management, Certificates Of..., NYS Notary Public, Customer Service, Account Executives, Technical Assistance, Epic Systems, Charity Work, Supervisory Skills, Operating Budgets, Benchmarking, Property, Employment Practices...
Education
New York Institute of Technology-Old Westbury 1998 — 2002
BA, Hospitality Management
West Islip High School 1994 — 1998
High School Diploma
Manetuck Elementary School PTA
Council Delegate
Alliant Insurance Services March 2015 - Present
Ashton Tiffany LLC March 2008 - September 2014
Skills
Risk Management, Insurance, Property, Claims Management, Claim, General Insurance, Customer Service, Liability, Casualty, Professional Liability, Commercial Insurance, Excess, Commercial Lines, Claim Investigation, Captives, Risk Management..., Claims Resolution, Budgets, Legal Liability, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement, Financial Risk, Workers Compensation, Policy, Strategic Planning
Education
Northern Arizona University
B.S.B.A., Business Management
Insurance Institute of America
Associate in Risk Management
Alliant Insurance Services June 2014 - Present
Real Estate eBroker February 2009 - Present
Mercer July 2012 - June 2014
Barney & Barney LLC February 2010 - June 2012
McGregor & Associates July 2008 - February 2010
Skills
Employee Benefits, Relationship Management, Customer Service, Leadership, Innovation, Sales, Project Management, Financial Analysis, Public Speaking, Healthcare, Dental Insurance, Vision Insurance, Life Insurance, Salesforce.com, Client Liaison, Insurance, Disability Insurance, Strategy, Management, Open Enrollment, Negotiation, Marketing Strategy, Selling, Real Estate, COBRA, Benefits Administration, Workers Compensation, Brokers, Underwriting, Strategic Planning, 401k
Education
Point Loma Nazarene University 2013 — 2015
Master of Business Administration (MBA), Organizational Leadership
Point Loma Nazarene University 2004 — 2008
BA, Managerial & Organizational Communications
Matrix Service Company July 2013 - Present
www.djchadwick.com January 1999 - Present
Chart Industries May 2012 - July 2013
Alliant Insurance Services October 2010 - May 2012
Navistar Inc August 2006 - July 2010
Navistar Inc February 2001 - August 2006
Army National Guard January 1997 - January 2005
Terminator Bearings July 1992 - August 1997
Skills
Workers Compensation, Human Resources, Leadership, Risk Management, Employee Benefits, Personnel Management, FMLA, Training, Management, Contract Negotiation, Claim, Employment Law, Payroll, Team Building, Supply Chain Management, Property & Casualty..., 5S, ISO, Litigation Management, Safety, Lean Manufacturing, System Administration, Workers' Compensation..., Litigation, Self-insured, Strategic Planning, Team Leadership, Short Term Disability, OSHA, NFPA 101, ANSI, VPP, Safety Consulting, TPA, Commercial Insurance, Cost Management, Professional Liability, Directors & Officers..., Commercial Lines..., Excess & Surplus Lines, Automobile Liability, Pollution Liability, Cargo Insurance, Performance Management, Benefits Administration
Education
Southern Nazarene University 2013 — 2015
Master's Degree, Business Administration, Management and Operations, 3.80 GPA
Southern Nazarene University 2010 — 2013
Organizational Leadership, Business Administration, Management and Operations, 3.76 GPA
Oklahoma State University 2013 — 2014
Professional Development, Spears Schoool of Business
Alliant Insurance Services December 2014 - Present
Education
NYU
Alliant Insurance Services August 2015 - Present
Corporate Synergies March 2012 - August 2015
AXIM FRINGE SOLUTIONS GROUP, LLP July 2011 - December 2011
Prudential Insurance April 2008 - July 2011
Skills
Insurance, Health Savings Accounts, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Brokers, Term Life Insurance, Sales Management, Strategic Planning, Underwriting, Benefits Administration, Long-term Care, Group Insurance, CRM, Leadership, Account Management, COBRA, Management, Sales, Dentistry, Health Care Reform, Workers Compensation, ERISA, Voluntary Employee...
Education
Marymount University 2003 — 2007
Marymount University 2003 — 2007
BA, Business Marketing and Politics
Snapp & Associates Insurance Services, Inc. October 2012 - Present
Kettering Rose Insurance Agents and Brokers March 2012 - September 2012
AWISgroup - Arrowhead Wholesale Insurance Services, LLC September 2007 - March 2012
Morgan Run Resort & Club February 2007 - September 2007
Alliant Insurance Services September 2006 - December 2006
Skills
Commercial Insurance, Property & Casualty..., Insurance, Professional Liability, General Insurance, Workers Compensation, Brokers, D&O, Liability, Employment Practices..., Legal Liability, Commercial Lines, Employee Benefits, Casualty, Health Insurance, Umbrella Insurance, Risk Management, Claim
Education
University of San Diego 2004 — 2007
Bachelor of Arts (BA), Economics
San Diego Mesa College 2002 — 2004
Associate’s Degree, Business Administration and Management, General
Polestar Training
Polestar Training
Peabody's LLC - Peabody's "Little Hip Stay" B&B March 2015 - Present
Alliant Insurance Services February 2012 - February 2015
Potomac Basin Group LLC June 2009 - February 2012
Real Estate Insurance Network (InsuranceSouth) & The Richardson Agency March 2005 - July 2007
International Relocation Services January 2005 - December 2005
E R Management, Inc./Colonial Properties Trust June 2002 - February 2004
Prior Relevant Experience 1993 - 2002
Skills
Employee Benefits, Benefits Administration, Account Management, Consulting, Insurance, Workflow Management, Catering, B2C Marketing, Client Relations, Client Presentation, Benefits Design, Voluntary Employee..., Health Insurance, Project Management, HRIS, Mobile Technology, Team Leadership, Organization Skills, Employee Training, Baking, Hospitality Industry, CRM, Management, Strategy, Training
Education
Samford University 2000 — 2004
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies, 2.95
SUNY Canton 1991 — 1993
Associate's Degree, Executive Assistant/Executive Secretary, 2.51
Alliant Insurance Services January 2013 - Present
Brown and Brown Insurance October 2011 - January 2013
Zervos Group, Inc October 2007 - October 2011
Skills
Health Insurance, Insurance, Property & Casualty...
Education
Northwood University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Advertising, Marketing & Management
Bishop Foley High School 1999 — 2003
Pepperdine University March 2015 - Present
Travelers January 2014 - March 2015
Public Counsel May 2012 - August 2012
Los Angeles County District Attorney's Office, Major Crimes January 2012 - May 2012
Dalit Freedom Network May 2011 - July 2011
Alliant Insurance Services May 2007 - August 2007
Skills
California Labor Law, Workers Compensation..., Employment Law, Insurance Law, Mediation, Alternative Dispute..., Arbitration, Legal Writing, Litigation, Appellate Practice, Public Interest..., Cross-Cultural Dispute..., Negotiation, Workers Compensation, Corporate Law, Appeals
Education
Pepperdine University School of Law 2010 — 2013
Doctor of Law (JD)
Pepperdine University School of Law 2010 — 2013
Master of Arts (MA), Dispute Resolution
Pepperdine University 2005 — 2009
B.S. Cum Laude, Business Administration, Non Profit Management (minor)
Alliant Insurance Services June 2014 - Present
Cricket Communications August 2013 - June 2014
Robbins Arroyo LLP November 2008 - August 2013
Law Offices of George De La Flor June 2008 - August 2008
Skills
Notary Public, Legal Assistance, Westlaw, Depositions, Lexis, Legal Research, Microsoft Office, ProLaw, AbacusLaw, Office Administration, Ariba, Communication, Legal Writing, Document Review, Litigation, Microsoft Excel
Education
National University 2011 — 2012
Master of Business Administration (MBA), Business Administration with Specialization in Human Resource Management
University of San Diego 2008 — 2008
Paralegal Certificate, Paralegal Studies, Honors
California State University -San Marcos 2005 — 2007
Bachelor of Arts (BA), Communication
Alliant Insurance Services May 2008 - Present
Arthur J. Gallagher & Co. May 2001 - May 2008
Healthcare Insurance Services, Inc February 1994 - May 2001
Dan Bottrell Agency, Inc. March 1987 - February 1994
Arthur Andersen & Co, Consulting Divison August 1984 - March 1987
Skills
Professional Liability, Underwriting, Insurance, Management, Healthcare, Health Insurance, Liability, Property & Casualty..., Brokers, Commercial Insurance, Risk Management, Reinsurance, Captives, Strategic Planning, Casualty, Workers Compensation
Education
Mississippi State University - College of Business and Industry 1980 — 1984
BBA, Finance
Putnam Investments April 2013 - Present
Alliant Insurance Services May 2011 - April 2013
AllianceBernstein October 2006 - March 2011
MFS Investment Management March 2005 - October 2006
Prudential Financial May 2002 - March 2005
PriVest Bank August 2000 - May 2002
Lincoln Financial Group 1988 - 2000
Jesuit Volunteer Corps Northwest August 1987 - July 1988
Skills
Retirement Planning, Investments, Series 63, 401k, Series 7, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Profit Sharing, Series 6, Pensions, Wealth Management, Securities, Fixed Annuities, Asset Managment, Alternative Investments, Retirement Plan..., Series 65, Investment Strategies, 403 b, 457 Plans
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 1999
MBA, Finance
St. Mary's College of California 1983 — 1987
Bachelor's Degree, Business, Psychology
Gunn
Alliant Insurance Services November 2013 - Present
CBIZ Special Risk Insurance Services, Inc. November 2008 - September 2012
LPL Financial July 2007 - August 2008
State Farm Insurance Agency February 2004 - May 2007
Tax & Financial Center/Gibraltar Realty July 2000 - September 2003
Skills
Insurance, Customer Service, Underwriting, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Account Management, Management, Budgets, Life Insurance, Sales, Team Building, Negotiation, Term Life Insurance, Software Documentation, Disability Insurance, Financial Services, Employee Benefits, Policy
Education
San Diego Miramar College
Poway High School
Alliant Insurance Services December 2002 - Present
Austin, Cooper and Price Insurance Agency November 1991 - December 2002
Skills
Property & Casualty..., General Liability, Workers Compensation, Commercial Insurance, Brokers, Casualty, Casualty Insurance, Claim, Commercial Lines, D, General Insurance, Health Insurance, Insurance, Legal Liability, Liability, Management, Professional Liability, Risk Management, Umbrella Insurance, Underwriting, D&O
Education
Oklahoma State University 1982 — 1986
Bachelor of Science, Business Administration
Alliant Insurance Services September 2015 - Present
Buffalo Wild Wings August 2015 - Present
Gordon Biersch Brewing Company April 2013 - November 2014
Skills
Hospitality, Time Management, Customer Service, Leadership, Public Speaking, Social Media, Microsoft Excel, Customer Satisfaction, Social Networking, Sales, Economics, Interpersonal Skill, Communication, Facebook, Teamwork, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Research
Education
San Diego State University-California State University 2012 — 2015
Bachelor's Degree, Communication
San Diego State University-California State University 2012 — 2015
Bachelor's Degree, Economics
Riverside City College 2010 — 2012
IGETC, Communication, General
Citrus Hill High School 2006 — 2011
High School, High School Diploma
Alliant Insurance Services January 2007 - Present
Willis January 2004 - January 2007
Hylant January 1998 - January 2004
Skills
Property & Casualty In, Real Estate Insurance, Attorney Firm Insurance, Christian Ethics, Commercial Insurance
Education
Oakland University
Oakland University, Brandon High School, Pontiac Business School, CIC
Alliant Insurance Services April 2014 - Present
Newman Martin and Buchan LLP January 2014 - February 2014
Munich Re Underwriting Limited - The Watkins Syndicate September 2013 - December 2013
RK Harrison March 2013 - August 2013
Bowen, Miclette & Britt Insurance Agency, LLC October 2010 - March 2013
Dean & Draper Insurance Agency May 2009 - August 2009
Lockton Companies May 2006 - August 2006
Skills
Insurance, Property & Casualty..., Professional Liability, Liability, Sales, Customer Service, Account Management, Management, Risk Management, Oil & Gas Industry
Education
Louisiana State University 2005 — 2010
Bachelor of Arts & Sciences, Business Administration, Communication Studies and Sociology
Louisiana State University
Alliant Insurance Services September 2006 - Present
Willis August 1998 - January 2002
Skills
Account Management, Insurance, Property & Casualty..., Commercial Insurance, Customer Service, Sales, New Business Development, Microsoft Office, Marketing, Small Business, Employee Benefits, Workers Compensation, Liability, Team Building, Oil/Gas, Leadership, Health Insurance, Risk Management, Control of Well, General Liability, Umbrella Liability, Management, General Insurance, Professional Liability
Education
Michigan State University 1980 — 1985
BA, Hotel, Restaurant, Institutional Mgmt
Our Lady of Mercy, Farmington Hills, MI
Dan Diegos Euro Cafe and Pub March 2012 - September 2014
Kavton LLC July 2008 - March 2012
Kavton Inc. January 2003 - July 2009
Alliant Insurance Services 2000 - 2003
Skills
Sales Management, Social Media Marketing, Marketing Management, Strategic Planning, Budgets, Management, Business Planning, Marketing, Team Building, Customer Service, Sales, Leadership, Entrepreneurship, Forecasting, Start-ups, Microsoft Office, Social Media, Event Planning, Marketing Strategy, Social Networking, Business Development, New Business Development, Public Speaking, Account Management
Education
University of California, Los Angeles 1972 — 1974
B.A., History
Menlo College 1970 — 1972
A.A., Liberal Arts and Sciences, General Studies and Humanities
Alliant Insurance Services October 2005 - Present
Towers Perrin 2000 - 2005
Skills
Employee Benefits, Analytics, Health Insurance, Forecasting, Insurance, Strategy, Financial Analysis, Process Improvement, Risk Management, Management, Vendor Management, Underwriting, Strategic Planning, Leadership, Consulting, Account Management, Human Resources, Managed Care, Sales, Team Building, Life Insurance, Mergers & Acquisitions
Education
Northwestern University 1985 — 1989
South Park Systems June 2007 - Present
Computer Sciences Corporation March 2002 - Present
OASES 2011 - 2011
Alliant Insurance Services 2007 - 2011
Independant Consultants Forum 2008 - 2009
Alliant Insurance Services 2007 - 2008
Harbor Credit June 2006 - September 2007
A7 Engineering March 2006 - September 2006
Space and Naval Warfare Systems Command Center (SPAWAR) January 2002 - March 2006
Neurosciences Institute May 2005 - February 2006
Skills
Software Development
Education
San Diego State University-California State University 1998 — 2001
Bachelor of Science (BS), Computer Science
OneSearch Partners March 2015 - Present
Alliant Insurance Services September 2014 - March 2015
USI Insurance Services August 2010 - July 2014
Pacific Office Automation February 2009 - July 2010
Columbia Laboratories August 2007 - November 2008
TAP Pharmaceuticals February 2000 - 2007
Skills
Urology, Managed Care, Sales, Gastroenterology, Endocrinology, Cardiology, Strategic Planning, Oncology, Account Management, Pharmaceutical Sales, Cold Calling, Marketing, Sales Process
Education
Saint Louis University 1994 — 1997
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
UCLA 1993 — 1994
Biology/Biological Sciences, General
Corona del Mar High School
Alliant Insurance Services August 2008 - Present
Skills
C#, NHibernate, SharePoint, ASP.NET, SQL Server, .NET, Web Services, Microsoft SQL Server, Software Project..., Agile Application..., Software Engineering, HTML, Web Development, SQL, Software Development, Databases, Visual Studio, JavaScript, Agile Methodologies, XML, Web Applications
Education
San Diego State University-California State University 2003 — 2006
BS, Computer Engineering
Olo Foods January 2012 - Present
Alliant Insurance Services October 2005 - January 2015
Skills
Health Insurance, Insurance, Underwriting, Employee Benefits, Strategic Planning, Account Management, Customer Service, Disability Insurance, Marketing, Brokers, New Business Development, Life Insurance, COBRA, Health Savings Accounts, Property & Casualty..., Claim, Professional Liability, Commercial Insurance, Flexible Spending..., General Insurance, Benefits Administration
Education
Louisiana State University Health Sciences Center
Alliant Insurance Services February 2015 - Present
Deep South November 1997 - Present
QBE North America January 2013 - January 2015
Skills
Property & Casualty..., Insurance, Commercial Insurance, Management, Casualty Insurance, Liability, General Insurance, Underwriting, Leadership, Information Technology, Process Improvement, Reinsurance, Risk Management, Web Development, Operations Management, Lotus Notes, Business Analysis, Risk Assessment, Analysis, Claim, Workers Compensation, IT Operations, Project Management, Microsoft Excel, Transportation, Team Leadership, Casualty, Customer Service, IT Management, Negotiation, Brokers, Software Documentation, Strategic Planning, Access, Team Building, Program Management, Strategy, Microsoft Office
Education
Northwestern State University 1985 — 1987
Bachelor of Science (B.S.), Computer Information Systems
United States Military Academy at West Point 1983 — 1984
Alliant Insurance Services 2006 - Present
Willis 2001 - 2006
Marsh 1992 - 2001
Skills
Legal Liability, Employee Benefits, Surety Bonds, Brokers, Disability Insurance, Commercial Lines, Directors & Officers..., Inland Marine, Enterprise Risk..., Fiduciary, Product Liability, Financial Risk, Life Insurance, Long-term Care, Mergers & Acquisitions
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Biology/Biological Sciences, General
Moeller High School 1978 — 1981
Alliant Insurance Services 1997 - Present
ClearPoint-Alliant 1997 - August 2012
Skills
Investment Advisory, Strategic Planning, New Business Development, Account Management, Dentistry, Project Management, SDLC, Employee Benefits, Insurance, Health Insurance, Retirement, Disability Insurance, Business Development, Pensions, Health Savings Accounts, Employee Relations, Defined Benefit, Employee Wellness..., Human Resources, Underwriting, Management, Long-term Care, Life Insurance, 401k, Retirement Planning, Critical Illness, Investments
Education
Oregon State University 1981 — 1986
Marketing
Alliant Insurance Services January 2009 - Present
Certain Software August 2007 - December 2008
Cintas April 2006 - August 2007
Skills
Insurance, Strategy, Account Management, Business Development, Risk Management, Healthcare, Sales Process, Professional Liability, Leadership, Real Estate, Customer Service, Sales, Public Sector, Property & Casualty..., Training, Negotiation
Education
Marietta College 2000 — 2004
Notre Dame Cathedral Latin 1996 — 2000
High School
Alliant Insurance Services January 2011 - Present
T&H Brokers March 2008 - January 2011
Project Technologies International LLC October 2002 - March 2008
Allied North America August 1994 - October 2002
Skills
Legal Liability, Property & Casualty..., Commercial Insurance, Workers Compensation, Liability, Claims Management, Claim, Casualty, Insurance, Litigation Management, Underwriting, Liability Analysis, Excess, Commercial Lines, Brokers
Education
New York Law School 1988 — 1992
JD, Law
Saint Michael's College 1984 — 1988
B.A., History
Our Lady of Victory Academy 1980 — 1984
NYS Regents Diploma
Alliant Insurance Services November 2011 - Present
Gallagher Benefit Services November 2010 - November 2011
Aon Hewitt March 2008 - November 2010
Mercer November 2006 - March 2008
Mercer January 2001 - November 2006
BBVA Compass December 1997 - December 2000
Skills
Benefits Administration, Employee Benefits, Insurance, Health Insurance, Underwriting, Workers Compensation
Education
Massachusetts College of Liberal Arts 1991 — 1995
Bachelor of Arts, Interdisciplinary Studies
Liazon August 2015 - Present
USI Insurance Services April 2014 - August 2015
Alliant Insurance Services March 1999 - March 2014
Skills
Employee Benefits, Group Insurance, Insurance, Health Insurance, Health Savings Accounts, Operational Excellence, Disability Insurance, Financial Analysis, Life Insurance, Managed Care, Underwriting, Operations Management, Team Management, Benefits Negotiation, finan, Ancillary Benefits, Financial Services, Organizational..., Team Building, Business Relationship..., Technical Leadership
Education
New York Institute of Technology-Old Westbury 1996 — 1998
MBA, Management
Alliant Insurance Services January 2012 - Present
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Wells Fargo Financial January 2008 - December 2012
Wells Fargo Insurance Services 2008 - January 2012
Zurich North America October 1999 - January 2008
Skills
Claim, Insurance, Underwriting, Brokers, Property & Casualty..., Commercial Insurance, Workers Compensation, Liability, Risk Management, Casualty, Legal Liability, Employee Benefits, Health Insurance, Benefits Administration, Account Management
Education
St. Mary's College of California 1989 — 1992
Bachelor's degree, Business Management
Foxridge Elementary
EMV Payment Systems Midwest April 2014 - Present
Combined Insurance January 2014 - April 2014
National Agents Alliance Corporate July 2013 - January 2014
Insphere Insurance Solutions February 2013 - July 2013
AmeriBanc National August 2012 - February 2013
Alliant Insurance Services November 2005 - August 2012
Aon January 2002 - November 2005
Skills
Casualty, Commercial Lines, Legal Liability, Account Management, Umbrella Insurance, Risk Management, Captives, Customer Service, Business Development, Sales Management, Sales, Microsoft Excel, PowerPoint, Reinsurance, Microsoft Office, Building Relationships, Call Center, Disability Insurance, New Business Development, Insurance Brokerage, Negotiation, Marketing, Excess, Underwriting, Brokers, Insurance, Property & Casualty..., Commercial Insurance, Call Centers, Financial Risk, Leadership, Access, Training, Analysis, Medicare, Management, Financial Services, Employee Benefits, Budgets, D&O, Small Business, Life Insurance, Casualty Insurance, Relationship Building
Education
Northeastern Illinois University 1989 — 1991
BA, Economics
Insurance Office of America April 2008 - Present
Alliant Insurance Services October 1989 - April 2008
Skills
Professional Liability, Commercial Insurance, Workers Compensation, Insurance, Legal Liability, Reinsurance, Casualty, Claim, Umbrella Insurance, Commercial Lines, Property & Casualty..., D&O, Employment Practices..., Liability, Account Management, Negotiation, Brokers, Underwriting
Education
Rowan University 1975 — 1979
B.A., Communications - Journalism
ARC Excess & Surplus, LLC April 2013 - Present
Alliant Insurance Services November 2008 - April 2013
Hilb Rogal & Hobbs April 2003 - November 2008
Willis October 2001 - April 2003
American International Group September 1996 - September 2001
Skills
Liability, Employment Practices..., Professional Liability, Licensing, D&O, Property & Casualty..., Commercial Insurance, Product Liability, Legal Liability, Insurance, Litigation Management, Underwriting, Litigation, Claims Management, Insurance Law, Claim, Reinsurance, Casualty, Commercial Litigation, Arbitration, Brokers, Liability Analysis, Workers Compensation, Excess, Directors & Officers..., General Insurance, Commercial Lines, Captives, Claim Investigation, Fiduciary, Umbrella Insurance, Errors & Omissions, Subrogation, Risk Financing, Insurance Brokerage, Health Insurance, Accident, Medical Malpractice, Claims Resolution, Financial Risk, Risk Management, Disability Insurance
Education
Hofstra University School of Law
Juris Doctor
State University of New York at Albany
BA
Alliant Insurance Services August 2015 - Present
Alliant Insurance Services May 2014 - July 2015
Coinstar April 2013 - December 2013
The McMullan Family September 2010 - March 2013
Arthur J. Gallagher May 2008 - August 2008
United Healthcare May 2007 - August 2007
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Outlook, Social Networking, Public Speaking, Event Management, Time Management, Leadership
Education
Loyola Marymount University 2006 — 2010
BA, Business Law
Loyola Marymount University 2006 — 2010
Business Administration
Alliant Insurance Services March 2006 - Present
Arthur J. Gallagher 2004 - March 2006
Skills
Commercial Insurance, Property, Brokers, Microsoft Office, Microsoft Excel, Licensed Property, Insurance Brokerage, Insurance, Underwriting, Professional Liability, Property & Casualty...
Education
Sam Houston State University 1998 — 2001
BBA, Marketing
Alliant Insurance Services October 2005 - Present
Education
Saddleback College 1987 — 1993
El Toro High School 1984 — 1989
Alliant Insurance Services July 2006 - Present
USI Administrators 1992 - 2002
WJ Jones 1990 - 2000
Skills
Insurance, Health Insurance, Customer Service, Employee Benefits, Disability Insurance, General Insurance, Claim, Claims Management, Workers Compensation, Life Insurance, Term Life Insurance, COBRA, Brokers, Benefits Administration
Education
Nassau Community College 1987 — 1989
H Frank Carey High School 1980 — 1986
High School
Alliant Insurance Services January 2009 - Present
Peerless Coffee & Tea July 2005 - September 2006
Great Circle Family Foods January 2002 - July 2005
Alphasoft Services August 2000 - December 2001
Skills
Customer Service, Sales Operations, Business Intelligence, Troubleshooting, Training, Sales, Marketing, Account Management, Analysis, Process Improvement
Education
Pepperdine University 1986 — 1990
Bachelor of Arts, Communication
Alliant Insurance Services March 1997 - Present
Skills
Property & Casualty..., Insurance, D&O, Legal Liability, Professional Liability, Commercial Insurance, Risk Management, Underwriting, Reinsurance, Workers Compensation, Casualty, Brokers, Liability, Captives
Education
Point Loma Nazarene University 1993 — 1995
Business Administration, Business/Economics
University of San Diego 1987 — 1989
Alliant Insurance Services June 2015 - Present
Education
Penn State University 1974 — 1977
BS-FINANCE
University of Pittsburgh 1986 — 1989
Master of Business Administration (MBA), International Business
Kelter Financial Group January 2009 - Present
Alliant Insurance Services December 1986 - December 2008
Skills
Long-term Care, Sales Management, Insurance, Series 63, Series 7, Small Business, Underwriting, Marketing Strategy, Term Life Insurance, Commercial Insurance, Workers Compensation, Marketing, Mergers & Acquisitions, Fixed Annuities, Employee Benefits, New Business Development, Financial Analysis, Leadership, Disability Insurance, Property & Casualty...
Education
Michigan State University 1973 — 1977
BA, Business/Hotel Restaurant Management
Aon Risk Solutions July 2012 - Present
Alliant Insurance Services October 2008 - July 2012
Woodruff-Sawyer & Co April 2006 - October 2008
Skills
Professional Liability, Commercial Insurance, Commercial Lines, Property & Casualty..., Insurance, Real Estate, Risk Management, Marketing, Brokers, Customer Service, Sales Management, Strategic Planning, Account Management, Underwriting, Liability, Casualty, Legal Liability, Business Development, Public Speaking, Networking, Employment Practices..., Workers Compensation, D&O, Customer Retention, Casualty Insurance
Education
Loyola Marymount University 1989 — 1993
Bachelor of Business Administration (B.B.A.)
New Mexico Military Institute 1985 — 1988
Alliant Insurance Services April 2015 - Present
Willis March 2014 - February 2015
Beecher Carlson January 2005 - January 2014
Arthur J. Gallagher & Co. 2001 - 2005
Becher & Carlson 1995 - 2001
Skills
Liability, Insurance, Risk Management, Large Account, Workers' Compensation, Employment Practices..., Risk Assessment, Workers Compensation, Casualty, Brokers, Claim, Underwriting, Enterprise Risk..., Professional Liability, Commercial Insurance, Property & Casualty..., Casualty Insurance, General Insurance, Financial Risk, Legal Liability, Umbrella Insurance, Health Insurance, Life Insurance, Claims Management, Commercial Lines, Reinsurance, Employee Benefits
Education
Nova Southeastern University 1987 — 1991
Bachelor of Arts (BA), Psychology
Alliant Insurance Services November 2010 - March 2015
Knickerbocker Partition September 2009 - November 2010
Lane Bryant April 2009 - November 2009
Polar Electro Oy March 2000 - October 2008
Macy's September 1998 - November 1999
Education
Queensborough Community College 1980 — 1982
Associate's degree in Applied Science, Computer Science
Alliant Insurance Services November 2014 - Present
Village Green January 2014 - October 2014
PulteGroup, Inc. January 2011 - January 2014
Pulte Homes, Inc January 2006 - December 2010
Pulte Homes January 2003 - December 2005
Skills
Insurance, Employee Benefits, Customer Service, Risk Assessment, Office Administration, Data Analysis, Compliance, Training, Microsoft Office, Internet, Insurance Coverage..., Process Improvement, Risk Engineering, Contract Review, Claims Administration, Excellent Verbal and..., Outlook, Contract Management
Education
Insurance Institute of America
Associate's degree, Risk Management
Oakland University
Masters of Education Program
Wayne State University
BA, Journalism
Alliant Insurance Services September 1999 - Present
Kemper Insurance June 1997 - September 1999
Atlantic Mutual Companies November 1992 - September 1997
Skills
Insurance, Real Estate, Condos, Underwriting, Sales Management, Casualty Insurance, Commercial Insurance, Brokers, Legal Liability, Property & Casualty..., Forecasting, Professional Liability, Liability, Casualty, Workers Compensation
Education
Louisiana State University 1983 — 1988
BS, Finance
Priority Public House June 2013 - Present
Barney & Barney December 2006 - May 2013
Alliant Insurance Services January 2005 - December 2006
Western Financial Planning May 2004 - September 2004
Education
Loyola Marymount University 2000 — 2004
B.B.A., Finance/Minor in Accounting
Santa Fe Christian 1996 — 2000
Alliant Insurance Services November 2002 - Present
FM Global June 1999 - November 2002
Pinnacle Services, Inc. May 1991 - 1999
Skills
Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Casualty, Umbrella Insurance, Liability, Commercial Lines, General Insurance, Risk Management, Reinsurance, Enterprise Risk..., Account Management, Process Improvement
Education
LSU Shreveport
Associate's degree, Marketing/Marketing Management, General
Quorum Business Solutions, Inc. July 2015 - Present
Quorum Business Solutions, Inc. July 2013 - July 2015
Center for the Study of Languages August 2010 - May 2013
Humanities Research Center June 2012 - December 2012
Alliant Insurance Services June 2011 - July 2011
Richard Nixon Foundation June 2010 - August 2010
Skills
Spanish -..., Research, Analysis, Data Analysis, Microsoft Excel, SQL, C#, Microsoft Visual Studio...
Education
Rice University 2009 — 2013
Bachelor of Arts (BA), Anthropology, Hispanic Studies, 3.75
Alliant Insurance Services October 2014 - Present
Tishman Construction April 1996 - October 2014
Tishman Construction April 1996 - October 2014
Allied Coverage Corporation August 1994 - April 1996
Lehrer McGovern Bovis 1990 - 1994
Skills
Claim, Construction Law, Workers Compensation, Insurance, Risk Management, Dispute Resolution, Liability, Litigation Management, Subcontracting, Cost Management, Legal Liability, Claims Management, Claim Investigation, Subrogation, Casualty, Professional Liability, Property & Casualty..., Commercial Insurance, Excess, Commercial Lines, Civil Litigation, General Insurance, Underwriting, Accident, Construction Safety, Contractors
Education
Nassau Community College
AAS, Paralegal Studies
Alliant Insurance Services April 2015 - Present
Alliant Insurance Services August 2013 - April 2015
Alliant Insurance Services July 2009 - September 2013
Skills
Project Management, Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Term Life Insurance
Education
University of Redlands 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Loyola Marymount University 1990 — 1993
Economics
Alliant Insurance Services 2008 - Present
K. Hovnanian Homes 2006 - 2008
Gehan Homes 2006 - 2006
Richmond American Homes 2004 - 2006
Skills
Customer Service, Negotiation, Sales Management, Account Management, Contract Negotiation, Microsoft Office, Microsoft Excel, Insurance, Team Building, Marketing, New Business Development, Sales, Microsoft Word, Management, Strategic Planning, Business Development, Risk Management, Brokers, Professional Liability, Casualty, Commercial Insurance, Liability, Property & Casualty..., Underwriting, Umbrella Insurance, Legal Liability, General Insurance, Reinsurance, Commercial Lines, Workers Compensation
Education
Lone Star College System
Associate of Arts and Sciences (AAS)
Texas Woman's University
Studied Art Education
Alliant Insurance Services January 2001 - Present
Teague Insurance Agency, Inc. October 1992 - January 2000
Kay Jewlers 1990 - 1992
Skills
Workers Compensation, Underwriting, Professional Liability, Property & Casualty..., Commercial Insurance, Casualty, Customer Service, Legal Liability, Insurance, Brokers, Small Business, Commercial Lines, Liability, Casualty Insurance, Employment Practices..., Umbrella Insurance, General Insurance
Education
Imperial Valley College
Business
San Diego City College
Independent Individuals June 2005 - Present
Alliant Insurance Services October 2007 - September 2008
Brower Systems January 2002 - June 2005
Skills
RE Underwriter, Loan Processing, Adminstrative Assistant, Property, Customer Service, Insurance, Property Management, Commercial Real Estate, Negotiation, Outlook, Investments, Risk Management, Marketing, Condos, Sales, Real Estate, Investment Properties, Loans, Underwriting
Education
University of Phoenix 2014 — 2014
Orange Coast College 1990 — 2003
Continued Education, Business and Arts
Alliant Insurance Services March 2008 - Present
Frank Crystal & Company 2006 - 2008
Skills
Construction, Property & Casualty..., Underwriting, Commercial Insurance
Education
Rutgers University-New Brunswick 1985 — 1990
Bachelors, Economics
Brooklyn Technical High School 1982 — 1985
Alliant Insurance Services September 2014 - Present
Victor O. Schinnerer & Co., Inc. August 2004 - September 2014
Choice Child Care September 1995 - August 2004
Agency Insurance Company of Maryland October 1992 - September 1995
Maryland Casualty Company September 1987 - October 1992
Skills
Professional Liability, D&O, Underwriting, Fiduciary, Property & Casualty..., Insurance, Commercial Insurance, Liability, Casualty, Brokers, Claim, Commercial Lines, General Insurance, Excess, Claims Management
Education
Longwood University 1983 — 1987
BS, Mathematics
Alliant Insurance Services December 2014 - Present
Havas Edge January 2014 - July 2014
Scripps Health November 2013 - January 2014
Howard Johnson August 2012 - May 2013
Sarnecka Cognitive Development Lab September 2011 - June 2012
University of California Irvine, Dining and Hospitality January 2011 - June 2012
Skills
Research, Customer Service, Microsoft Office, Microsoft Word, Time Management, Data Analysis, International Relations, Legal Research, Social Media, Analysis, Event Planning, Lexis, Translation, Market Research, Sales, Microsoft Excel, LexisNexis, SharePoint
Education
University of San Diego 2013 — 2013
Paralegal Studies
University of California, Irvine 2008 — 2012
Bachelor's Degree
Yonsei University
National Taiwan University 2009 — 2010
Alliant Insurance Services September 2014 - Present
Lockton Companies April 2013 - September 2014
Lockton Companies March 2010 - September 2014
Lockton Companies July 2006 - March 2010
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, General Insurance, Account Management, Casualty, Professional Liability, Liability, Brokers, Customer Service, Microsoft Excel, Outlook, Microsoft Office, Training, Risk Management, CRM, Management, Strategy, Casualty Insurance
Education
Mount St. Mary's College 2002 — 2006
Bachelor's degree, Business/Psychology
Richmond, The American International University in London 2005 — 2005
Study Abroad Program
Alliant Insurance Services November 2012 - Present
Wells Fargo Insurance Services September 2007 - November 2012
Hobbs Group (HRH) May 1998 - September 2007
Lumbermen's Underwriting Alliance April 1993 - May 1998
Skills
Property & Casualty..., Insurance, Workers Compensation, Underwriting, Risk Management, Alternative Risk, Account Management, Brokers, Casualty, Commercial Insurance, Enterprise Risk..., Financial Risk, Leadership, Liability, Strategic Planning, Claim
Education
San Jose State University 1990 — 1991
Bachelor of Science (B.S.), Economics
San Diego State University-California State University 1986 — 1990
Alliant Insurance Services Senior Vice PresidentBenfield Corporate RiskJuly 2005 - January 2009
Arthur J. Gallagher & Co. October 1998 - July 2005
Education
Louisiana State University 1965 — 1969
BA, Pre-Law
Alliant Insurance Services June 2011 - Present
Aon Risk Solutions January 2006 - June 2011
RSI Insurance Brokers, Inc November 2003 - November 2005
Skills
Commercial Insurance, Liability, Legal Liability, Insurance, Workers Compensation, Employee Benefits, Brokers, D&O, Property & Casualty..., Employment Practices..., Professional Liability, Fiduciary, Pollution Liability, Customer Service, Contractors, Construction, Underwriting, Risk Management, Claim, Captives, Reinsurance
Education
University of San Francisco 2000 — 2002
Industrial/Organizational Psychology
Orange Coast College
Industrial and Organizational Psychology
Santiago Canyon College
Industrial and Organizational Psychology
Alliant Insurance Services October 2014 - Present
Willis August 2007 - October 2014
Willis May 2007 - August 2007
Parker, Smith & Feek July 2005 - December 2006
Arthur J. Gallagher & Co. December 2004 - July 2005
Willis February 2003 - November 2004
Skills
Account Management, Salesforce.com, Sales Management, Workers Compensation, Securities, Insurance, Sales, Negotiation
Education
St. John's University 2000 — 2002
MBA, Risk Management & Insurance
Louisiana State University 1993 — 1998
Bachelor, Business Administration - Finance & Insurance
Affinion Group November 2013 - Present
Alliant Insurance Services February 2011 - November 2013
The Segal Company January 2006 - February 2011
Excellus BCBS November 2004 - January 2006
Skills
Employee Benefits, Benefits Administration, COBRA, Health Insurance, Insurance, HRIS, Human Resources, Deferred Compensation, Health Savings Accounts, Employee Relations, Workers Compensation, Underwriting, Disability Insurance, Onboarding, Performance Management, Talent Acquisition, Brokers, Recruiting, Vendor Management, Process Improvement
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Mathematics
Alliant Insurance Services June 2011 - Present
Skills
Surety, Litigation Management, Financial Risk, Bonds, Inland Marine, Mergers & Acquisitions, Claim Investigation, Liability, Casualty Insurance, Insurance, Legal Liability
Education
Regis University
Bachelor of Arts (BA), Business Administration & Economics
Alliant Insurance Services August 2014 - Present
Gafcon, Inc. February 2013 - August 2014
Brandes Investment Partners July 2005 - February 2013
Skills
SSIS, SSRS, Microsoft SQL Server, Business Intelligence, SharePoint, Data Warehousing, T-SQL, SQL, Analysis Services, ETL, SDLC, MDX, Databases, Agile Methodologies, TFS
Education
Oakland University
Bachelor of Science (BS), Computer Science
Alliant Insurance Services February 1998 - Present
Cole Henderson Drake 1994 - 1997
Education
Ohio University 1989 — 1993
Bachelor's degree, Communication, Journalism, and Related Programs
Olentangy High School 1985 — 1989
ARC South July 2010 - Present
Alliant Insurance Services April 2007 - July 2010
Aon September 1995 - April 2007
Skills
Customer Service, Health Insurance, Risk Management, Management, Management and..., Microsoft Excel, Lotus 123, Employee Training, Office Management
Education
LIU Brooklyn
Pharmacology
CHD 2012 - 2013
Alliant Insurance Services October 2008 - July 2012
Glenwood Systems, LLC August 2005 - October 2008
Skills
Microsoft Office, Internet, Research, Social Media Marketing, Customer Service, General Insurance, WordPress, Office Administration, Typing, Data Entry, Technical Support, Computers, Volunteering, Social Services, Social Media, Marketing Research, User Documentation, Process Flow..., Documentations, Computer Proficiency, Phone Etiquette, Telephone Skills, Web Services, Web Marketing, Blog Marketing, Social Media Blogging, Blogging, Blogger
Education
Post University
Human Services, General
Aon Risk Solutions July 2013 - Present
Aon Risk Solutions July 2013 - Present
Alliant Insurance Services March 2008 - July 2013
Skills
Account Management, Brokers, Salesforce.com, Underwriting, Insurance, Employee Benefits, Professional Liability, Commercial Insurance, Legal Liability, Liability, Property & Casualty..., Workers Compensation, Claim, Disability Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1990
Bachelors of Science, Economics
Rutgers University-New Brunswick
Alliant Insurance Services March 2014 - Present
The Cat Doctor February 2013 - October 2014
West Hills Pet Clinic April 2007 - September 2012
Education
Downtown Magnet High School
Computer Science
Moorpark College
Animal Sciences
City of San Diego March 2014 - Present
Alliant Insurance Services February 2014 - March 2014
Alliant Insurance Services October 2013 - February 2014
Crown Thorn Publishing August 2011 - October 2013
Skills
QuickBooks, Accounts Payable, Budgets, Accounts Receivable, Microsoft Excel, Inventory Management, Customer Service, Process Improvement, Accounting
Education
National University 2010 — 2011
Bachelor of Science (BS), Accounting
Alliant Insurance Services June 2014 - Present
Skills
Insurance, Employee Benefits, Claim, Workers Compensation, Liability, Health Insurance, General Insurance, Account Management, Analysis, Human Resources, Management, Marketing
Education
Lone Star College System
Alliant Insurance Services January 2009 - Present
Education
Louisiana State University 1965 — 1969
Bachelor's degree, Pre-Law Studies
The Durst Organization Intern in the Residential DepartmentThe Durst OrganizationMay 2014 - August 2014
Alliant Insurance Services June 2013 - August 2013
Alliant Insurance Services June 2012 - August 2012
T&H Insurance Brokerage Group June 2011 - August 2011
Skills
Thought Leadership, Microsoft Excel, Microsoft Office, Field Work, Property & Casualty..., Umbrella Insurance, Professional Liability, Policy Analysis
Education
Rollins College 2011 — 2015
Bachelor of Arts (B.A.), Economics