Bank of America Insurance Services
Bank of America Insurance Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America Insurance Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America Insurance Services Employees
Employee
Years
Job
Industry
Ted Delapass Ted Delapass's Bank of America Insurance Services Experience August 2009 - April 2012
Job Scott Sandlin Allstate Agency
Industry Insurance
Experience
Scott Sandlin Allstate Agency March 2014 - Present
Bank of America Insurance Services August 2009 - April 2012
21st Century Insurance August 2005 - August 2009
Skills
Let me help you find..., Auto, Home,Life &..., Insurance, Property & Casualty..., Term Life Insurance, Underwriting, Life Insurance, Fixed Annuities
Education
The University of Texas at Arlington 2003 — 2005
Bachelors in Entrepreneurship, Sales, Finance, Communication and Marketing
J W Nixon
Scott Sandlin Allstate Agency March 2014 - Present
Bank of America Insurance Services August 2009 - April 2012
21st Century Insurance August 2005 - August 2009
Skills
Let me help you find..., Auto, Home,Life &..., Insurance, Property & Casualty..., Term Life Insurance, Underwriting, Life Insurance, Fixed Annuities
Education
The University of Texas at Arlington 2003 — 2005
Bachelors in Entrepreneurship, Sales, Finance, Communication and Marketing
J W Nixon
Jeannine Oglesbee Jeannine Oglesbee's Bank of America Insurance Services Experience February 2009 - March 2010
Job Financial Industry Top Performer
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2012 - Present
Wells Fargo Home Mortgage October 2011 - May 2012
QBE FIRST December 2010 - August 2011
Balboa Insurance Group (A Bank of America Company) March 2010 - December 2010
Bank of America Insurance Services February 2009 - March 2010
Bank of America October 2007 - November 2008
Bank of America April 2007 - October 2007
Skills
Proven Leadership Skills, Coaching, Team Motivator, Leadership, Team Building, Access, Financial Services, Public Speaking, Quality Control, Banking, Call Center, Lotus Notes, Outlook, Recruiting, Training
Education
Arizona State University 2004 — 2006
BA, Communication
Arizona State University 2000 — 2006
Bachelors, Communication
2006
Bachelor of Arts; School, Communication; Human Communication
Wells Fargo Home Mortgage May 2012 - Present
Wells Fargo Home Mortgage October 2011 - May 2012
QBE FIRST December 2010 - August 2011
Balboa Insurance Group (A Bank of America Company) March 2010 - December 2010
Bank of America Insurance Services February 2009 - March 2010
Bank of America October 2007 - November 2008
Bank of America April 2007 - October 2007
Skills
Proven Leadership Skills, Coaching, Team Motivator, Leadership, Team Building, Access, Financial Services, Public Speaking, Quality Control, Banking, Call Center, Lotus Notes, Outlook, Recruiting, Training
Education
Arizona State University 2004 — 2006
BA, Communication
Arizona State University 2000 — 2006
Bachelors, Communication
2006
Bachelor of Arts; School, Communication; Human Communication
Shelley Holden Shelley Holden's Bank of America Insurance Services Experience June 2004 - October 2010
Job License Property and Casualty Agent
Industry Insurance
Experience
Iron Mountain Digital October 2012 - Present
AAA Auto Club South October 2013 - April 2014
Bank of America Insurance Services June 2004 - October 2010
Turner Construction Company April 2002 - May 2004
Liberty Mutual Insurance Company November 1998 - March 2002
Skills
Software Documentation, Insurance, Sales, Customer Service, Call Centers, Customer Retention, Health Insurance, Underwriting, Invoicing, Accounting, Customer Satisfaction, Salesforce.com, Lotus Notes, Technical Support, Outlook, Windows, Microsoft Excel, Windows 7, Troubleshooting, Microsoft Office
Education
Daytona State College 2013 — 2017
Associate of Arts (AA), Business Administration and Management, General, 4.0
Florida Technical College 2010 — 2011
Medical Billing and Coding, Medical Insurance Specialist/Medical Biller, 4.0
Iron Mountain Digital October 2012 - Present
AAA Auto Club South October 2013 - April 2014
Bank of America Insurance Services June 2004 - October 2010
Turner Construction Company April 2002 - May 2004
Liberty Mutual Insurance Company November 1998 - March 2002
Skills
Software Documentation, Insurance, Sales, Customer Service, Call Centers, Customer Retention, Health Insurance, Underwriting, Invoicing, Accounting, Customer Satisfaction, Salesforce.com, Lotus Notes, Technical Support, Outlook, Windows, Microsoft Excel, Windows 7, Troubleshooting, Microsoft Office
Education
Daytona State College 2013 — 2017
Associate of Arts (AA), Business Administration and Management, General, 4.0
Florida Technical College 2010 — 2011
Medical Billing and Coding, Medical Insurance Specialist/Medical Biller, 4.0
Brooke Diener Brooke Diener's Bank of America Insurance Services Experience May 2006 - September 2007
Job Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo, In-Store Advertising August 2010 - December 2011
Wells Fargo, Insurance Services September 2007 - April 2010
Bank of America, Insurance Services May 2006 - September 2007
Huesker Inc September 2005 - May 2006
Wachovia Corporation January 2002 - September 2005
Skills
Vendor Relationship..., Outstanding Customer..., Project Management -..., Account Management, Marketing
Education
East Carolina University
Bachelor of Fine Arts, Textile Design
Wells Fargo, In-Store Advertising August 2010 - December 2011
Wells Fargo, Insurance Services September 2007 - April 2010
Bank of America, Insurance Services May 2006 - September 2007
Huesker Inc September 2005 - May 2006
Wachovia Corporation January 2002 - September 2005
Skills
Vendor Relationship..., Outstanding Customer..., Project Management -..., Account Management, Marketing
Education
East Carolina University
Bachelor of Fine Arts, Textile Design
Jason Duttle Jason Duttle's Bank of America Insurance Services Experience August 2010 - August 2014
Job Project Manager at CodeObjects, Inc.
Industry Insurance
Experience
CodeObjects, Inc. August 2014 - Present
Bank of America Insurance Services August 2010 - August 2014
Allstate January 2006 - August 2010
Skills
Salesforce.com..., CAPM, Pricing Strategy, Financial Analysis, Sales Operations, Sales Process, Marketing Strategy, Product Management, Product Marketing, Business Process..., Consultative Sales..., Project Management, Training Delivery, Property & Casualty..., Life Insurance, Umbrella Insurance, Insurance Law, Compliance, Risk Management, Risk Analysis, Operational Risk..., Sales Management, Analysis, Business Analysis, Customer Service
Education
New Mexico State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
CodeObjects, Inc. August 2014 - Present
Bank of America Insurance Services August 2010 - August 2014
Allstate January 2006 - August 2010
Skills
Salesforce.com..., CAPM, Pricing Strategy, Financial Analysis, Sales Operations, Sales Process, Marketing Strategy, Product Management, Product Marketing, Business Process..., Consultative Sales..., Project Management, Training Delivery, Property & Casualty..., Life Insurance, Umbrella Insurance, Insurance Law, Compliance, Risk Management, Risk Analysis, Operational Risk..., Sales Management, Analysis, Business Analysis, Customer Service
Education
New Mexico State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Matthew Dobish Matthew Dobish's Bank of America Insurance Services Experience 2002 - 2005
Job Practice Leader dedicated to helping health care providers and manufacturing companies achieve their goals.
Industry Insurance
Experience
The Marsh & McLennan Agency, LLC November 2008 - January 2015
Holmes & McDowell April 2005 - November 2008
Bank of America Insurance Services 2002 - 2005
Glatfelter Insurance Group 1999 - 2002
Skills
Insurance, Workers Compensation, Employee Benefits, Commercial Insurance, Professional Liability, Casualty, Management, Property & Casualty..., Leadership, Long-term Care, Sales, Employment Practices..., Liability, Legal Liability, Strategy, Brokers, D&O, Medical Malpractice, Underwriting, Umbrella Insurance, Liability Analysis, Commercial Lines, Claim, Insurance Brokerage, Retirement, Flexible Spending..., Retirement Planning, Health Insurance, General Insurance, Disability Insurance, Insurance Law, Talent Management, Process Improvement, Claims Management, Excess, Reinsurance, Life Insurance, Subrogation, Health Savings Accounts, Claims Resolution, Group Insurance, 401k, Term Life Insurance, Problem Solving, Captives, Voluntary Employee..., Positive Energy, Strategic Planning, Marketing, Risk Management
Education
Mount St. Mary's University 1995 — 1999
BS, Business, Marketing Accounting
York Catholic 1992 — 1995
The Marsh & McLennan Agency, LLC November 2008 - January 2015
Holmes & McDowell April 2005 - November 2008
Bank of America Insurance Services 2002 - 2005
Glatfelter Insurance Group 1999 - 2002
Skills
Insurance, Workers Compensation, Employee Benefits, Commercial Insurance, Professional Liability, Casualty, Management, Property & Casualty..., Leadership, Long-term Care, Sales, Employment Practices..., Liability, Legal Liability, Strategy, Brokers, D&O, Medical Malpractice, Underwriting, Umbrella Insurance, Liability Analysis, Commercial Lines, Claim, Insurance Brokerage, Retirement, Flexible Spending..., Retirement Planning, Health Insurance, General Insurance, Disability Insurance, Insurance Law, Talent Management, Process Improvement, Claims Management, Excess, Reinsurance, Life Insurance, Subrogation, Health Savings Accounts, Claims Resolution, Group Insurance, 401k, Term Life Insurance, Problem Solving, Captives, Voluntary Employee..., Positive Energy, Strategic Planning, Marketing, Risk Management
Education
Mount St. Mary's University 1995 — 1999
BS, Business, Marketing Accounting
York Catholic 1992 — 1995
Dan Murch Dan Murch's Bank of America Insurance Services Experience November 2007 - November 2008
Job Business & Tax Consultant and Registered Tax Preparer
Industry Financial Services
Experience
Business & Tax Consultant December 2014 - Present
Horace Mann July 2011 - August 2013
CLC Incorporated August 2009 - July 2011
Bank of America Insurance Services November 2007 - November 2008
Solano Wealth Tax Services August 2006 - November 2007
Allstate Financial April 2002 - July 2005
E*Trade Financial, Inc April 1998 - April 2001
Skills
Recruiting, Retirement Planning, Investments, Insurance, Leadership, Banking, Sales Management, Team Building, Financial Services, Sales, Business Development, Business Planning, Customer Service, Marketing, Management, Mortgage Lending, Compliance, AML, Management Consulting, Fixed Annuities, Human Resources, Risk Management, Life Insurance, Small Business, Selling, Term Life Insurance, Disability Insurance, Series 6, Long-term Care, Property & Casualty..., Health Insurance, Underwriting, Retirement, Finance
Education
California State University-Sacramento 1988 — 1993
Bachelor of Arts (BA), Psychology
University of California, Los Angeles 1986 — 1988
Aerospace, Aeronautical and Astronautical/Space Engineering
Business & Tax Consultant December 2014 - Present
Horace Mann July 2011 - August 2013
CLC Incorporated August 2009 - July 2011
Bank of America Insurance Services November 2007 - November 2008
Solano Wealth Tax Services August 2006 - November 2007
Allstate Financial April 2002 - July 2005
E*Trade Financial, Inc April 1998 - April 2001
Skills
Recruiting, Retirement Planning, Investments, Insurance, Leadership, Banking, Sales Management, Team Building, Financial Services, Sales, Business Development, Business Planning, Customer Service, Marketing, Management, Mortgage Lending, Compliance, AML, Management Consulting, Fixed Annuities, Human Resources, Risk Management, Life Insurance, Small Business, Selling, Term Life Insurance, Disability Insurance, Series 6, Long-term Care, Property & Casualty..., Health Insurance, Underwriting, Retirement, Finance
Education
California State University-Sacramento 1988 — 1993
Bachelor of Arts (BA), Psychology
University of California, Los Angeles 1986 — 1988
Aerospace, Aeronautical and Astronautical/Space Engineering
Teri McGuire Teri McGuire's Bank of America Insurance Services Experience 1993 - 2007
Job Sr Business/Database Analyst
Industry Insurance
Experience
Crystal & Company November 2007 - Present
Benefitpoint Users Group May 2010 - May 2012
TLC Scents 2008 - September 2009
Bank of America insurance Services 1993 - 2007
Meeker Sharkey Financial Group 1993 - 2001
Skills
benefitpoint, Strategic Planning, Microsoft Office, Microsoft Excel, Team Building, Account Management, Business Analysis, Analysis, Casualty, Salesforce.com, Marketing, Business Intelligence, Enterprise Risk..., New Business Development, Proposal Writing, Financial Risk, Leadership
Education
Rutgers University-New Brunswick 1997 — 1998
none, Computer Admin
Raritan Valley Community College 1991 — 1997
AS, Business Admin, Computers, Accounting
University of Colorado Boulder 1979 — 1980
none, Physics Mathematics
Saint Michael's College 1978 — 1979
none, Physics
Crystal & Company November 2007 - Present
Benefitpoint Users Group May 2010 - May 2012
TLC Scents 2008 - September 2009
Bank of America insurance Services 1993 - 2007
Meeker Sharkey Financial Group 1993 - 2001
Skills
benefitpoint, Strategic Planning, Microsoft Office, Microsoft Excel, Team Building, Account Management, Business Analysis, Analysis, Casualty, Salesforce.com, Marketing, Business Intelligence, Enterprise Risk..., New Business Development, Proposal Writing, Financial Risk, Leadership
Education
Rutgers University-New Brunswick 1997 — 1998
none, Computer Admin
Raritan Valley Community College 1991 — 1997
AS, Business Admin, Computers, Accounting
University of Colorado Boulder 1979 — 1980
none, Physics Mathematics
Saint Michael's College 1978 — 1979
none, Physics
Carol (Dozier) Barker Martens Carol (Dozier) Barker Martens's Bank of America Insurance Services Experience August 2007 - February 2008
Job Financial Pro w/20+ years diverse experience
Industry Financial Services
Experience
Your Firm January 2012 - Present
Banc of America Investments February 2008 - February 2009
Bank of America Insurance Services August 2007 - February 2008
Texans Credit Union February 2005 - August 2007
Allstate Financial Services January 2002 - January 2005
DTCU Investment Services September 1999 - December 2000
G. Dulany Howland Advisory Corp April 1997 - September 1999
Skills
Wealth Management, Financial Planning, Series 7, Investments, Insurance, Financial Education, Strategic Financial..., IRAs, Estate Planning, Retirement Planning, Securities, Financial Services, Retirement, Long-term Care, Finance, 401k, Asset Allocation, Mutual Funds, Investment Strategies, Fixed Annuities, Wealth, Asset Management, Investment Advisory, Financial Planners, Investment Management, Employee Benefits, Financial Advisory, Certified Financial..., Life Insurance, Banking, Relationship Management, Portfolio Management, Series 63, Mortgage Lending, Bonds, Uniform Combined State..., Alternative Investments, Equities, Risk Management, FINRA, Training
Education
The University of Texas at Dallas 1996 — 1998
BA, Economics & Finance
College for Financial Planning 1989 — 1991
CFP, Financial Planning
Your Firm January 2012 - Present
Banc of America Investments February 2008 - February 2009
Bank of America Insurance Services August 2007 - February 2008
Texans Credit Union February 2005 - August 2007
Allstate Financial Services January 2002 - January 2005
DTCU Investment Services September 1999 - December 2000
G. Dulany Howland Advisory Corp April 1997 - September 1999
Skills
Wealth Management, Financial Planning, Series 7, Investments, Insurance, Financial Education, Strategic Financial..., IRAs, Estate Planning, Retirement Planning, Securities, Financial Services, Retirement, Long-term Care, Finance, 401k, Asset Allocation, Mutual Funds, Investment Strategies, Fixed Annuities, Wealth, Asset Management, Investment Advisory, Financial Planners, Investment Management, Employee Benefits, Financial Advisory, Certified Financial..., Life Insurance, Banking, Relationship Management, Portfolio Management, Series 63, Mortgage Lending, Bonds, Uniform Combined State..., Alternative Investments, Equities, Risk Management, FINRA, Training
Education
The University of Texas at Dallas 1996 — 1998
BA, Economics & Finance
College for Financial Planning 1989 — 1991
CFP, Financial Planning
Vibha Patel's Bank of America Insurance Services Experience February 2001 - June 2013
Job Product Management and Marketing Professional
Industry Financial Services
Experience
Bank Of America, Insurance Services February 2001 - June 2013
First Union/Wachovia January 1997 - January 2001
Discover Card October 1991 - December 1996
Skills
Product Management, Direct Marketing, Launch Of New Products, Vendor Management, Multi-channel Marketing, Business Relationship..., Strategic Partnerships, Product Launch, Portfolio Management, Management, Financial Services, Customer Retention, Account Management, P&L Management, Customer Acquisition, Sales Management, Call Centers, Customer Experience, Risk Management, Sales, Marketing, Credit Cards, Insurance, Relationship Management, Banking, Analysis, Executive Management, Analytics, CRM, Product Development, Credit, Program Management, Underwriting
Education
Northern Illinois University - College of Business 1987 — 1991
Bacholor of Science, Finance
Roosevelt University 1996 — 1997
Bank Of America, Insurance Services February 2001 - June 2013
First Union/Wachovia January 1997 - January 2001
Discover Card October 1991 - December 1996
Skills
Product Management, Direct Marketing, Launch Of New Products, Vendor Management, Multi-channel Marketing, Business Relationship..., Strategic Partnerships, Product Launch, Portfolio Management, Management, Financial Services, Customer Retention, Account Management, P&L Management, Customer Acquisition, Sales Management, Call Centers, Customer Experience, Risk Management, Sales, Marketing, Credit Cards, Insurance, Relationship Management, Banking, Analysis, Executive Management, Analytics, CRM, Product Development, Credit, Program Management, Underwriting
Education
Northern Illinois University - College of Business 1987 — 1991
Bacholor of Science, Finance
Roosevelt University 1996 — 1997
Ron Grant API, AINS's Bank of America Insurance Services Experience May 2007 - March 2009
Job Sr Marketing Rep
Industry Marketing and Advertising
Experience
Always Advancing LLC April 2013 - Present
CRC Insurance Services, Inc. November 2010 - Present
Hallmark Insurance February 2010 - November 2010
Bank Of America Insurance Services May 2007 - March 2009
Staffcare Inc August 2005 - April 2006
AAA Texas April 2004 - August 2005
Encompass Insurance January 2001 - April 2004
Unitrin/Trinity Universal Insurance February 1999 - January 2001
Skills
Property & Casualty..., Insurance, Casualty, Underwriting, Claim, Umbrella Insurance, Employee Benefits, Commercial Insurance, Excess, Sales, Marketing, General Insurance, New Business Development, Recruiting, Liability, Brokers
Education
Insurance Institue of America 1994 — 1998
AINS, Associate in General Insurance
Texas A&M University 1994 — 1998
B.S., Political Science
Insurance Institue of America
API, Associate of Personal Insurance
Always Advancing LLC April 2013 - Present
CRC Insurance Services, Inc. November 2010 - Present
Hallmark Insurance February 2010 - November 2010
Bank Of America Insurance Services May 2007 - March 2009
Staffcare Inc August 2005 - April 2006
AAA Texas April 2004 - August 2005
Encompass Insurance January 2001 - April 2004
Unitrin/Trinity Universal Insurance February 1999 - January 2001
Skills
Property & Casualty..., Insurance, Casualty, Underwriting, Claim, Umbrella Insurance, Employee Benefits, Commercial Insurance, Excess, Sales, Marketing, General Insurance, New Business Development, Recruiting, Liability, Brokers
Education
Insurance Institue of America 1994 — 1998
AINS, Associate in General Insurance
Texas A&M University 1994 — 1998
B.S., Political Science
Insurance Institue of America
API, Associate of Personal Insurance
Robert Kielley's Bank of America Insurance Services Experience November 2006 - June 2008
Job Business Development Manager at Zurich Insurance
Industry Insurance
Experience
Zurich Insurance July 2008 - Present
Bank of America Insurance Services November 2006 - June 2008
USI Insurance Services May 1998 - September 2006
J&H / Marsh Mclennan July 1987 - April 1998
Skills
Leadership, Business Development, Management, Business Strategy, Relationship Management, Sales Management, Change Management, New Business Development, Marketing Strategy, Business Planning
Education
College of the Holy Cross
Zurich Insurance July 2008 - Present
Bank of America Insurance Services November 2006 - June 2008
USI Insurance Services May 1998 - September 2006
J&H / Marsh Mclennan July 1987 - April 1998
Skills
Leadership, Business Development, Management, Business Strategy, Relationship Management, Sales Management, Change Management, New Business Development, Marketing Strategy, Business Planning
Education
College of the Holy Cross