Benefit Advisors, Inc
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Benefit Advisors, Inc Employees
Employee
Years
Job
Industry
Rachel Vogel Rachel Vogel's Benefit Advisors, Inc Experience January 2013 - Present
Job Operations at Benefit Advisors, Inc
Industry Insurance
Experience
Benefit Advisors, Inc January 2013 - Present
Christy Sports November 2010 - April 2011
College Delivery January 2008 - June 2010
Skills
Collaborative Problem..., Communication Skills, Analysis, Strategic Thinking, Logical Approach, Team Leadership, Highly Organized &..., Coaching for Excellence, Issue Resolution, Data Import/export, Highly detail oriented, Goal Oriented, Team Management, Driving Efficiency, Customer Service, Payroll, Administrative..., Event Planning, Communication, Strategic Planning, Leadership, Microsoft Office, Management, Employee Benefits, Team Building, Microsoft Excel, Marketing, Social Media, Training
Education
Texas State University-San Marcos 2006 — 2010
B.A., Communication Studies
Texas State University-San Marcos 2006 — 2010
B.A., Psychology
Benefit Advisors, Inc January 2013 - Present
Christy Sports November 2010 - April 2011
College Delivery January 2008 - June 2010
Skills
Collaborative Problem..., Communication Skills, Analysis, Strategic Thinking, Logical Approach, Team Leadership, Highly Organized &..., Coaching for Excellence, Issue Resolution, Data Import/export, Highly detail oriented, Goal Oriented, Team Management, Driving Efficiency, Customer Service, Payroll, Administrative..., Event Planning, Communication, Strategic Planning, Leadership, Microsoft Office, Management, Employee Benefits, Team Building, Microsoft Excel, Marketing, Social Media, Training
Education
Texas State University-San Marcos 2006 — 2010
B.A., Communication Studies
Texas State University-San Marcos 2006 — 2010
B.A., Psychology
TOM JAMES! TOM JAMES!'s Benefit Advisors, Inc Experience October 2012 - November 2013
Job Director of Networking: Ocala/Marion County Chamber & Economic Partnership (CEP)
Industry Public Relations and Communications
Experience
Ocala/Marion County Chamber & Economic Partnership January 2014 - Present
www.TOMJAMESLIVE.com July 2014 - Present
Florida Gulf Coast University 2010 - Present
WOCA Radio/Buddy Martin Media 2012 - Present
Benefit Advisors, Inc October 2012 - November 2013
Sun Broadcasting 2005 - 2012
WBBH-TV NBC-2 1999 - 2004
WVIR-TV NBC-29 1996 - 1999
WESH-TV 1994 - 1996
University of Central Florida 1994 - 1995
Education
University of Central Florida 1992 — 1994
Bachelor of Arts, RTV Communications
Central Florida Community College 1989 — 1992
Associate of Arts
Forest High School 1985 — 1989
Osceola Middle School 1982 — 1985
Eighth Street Elementary 1981 — 1982
Grace Episcopal School 1977 — 1981
Happy Hearts Kindergarten 1975 — 1977
Ocala/Marion County Chamber & Economic Partnership January 2014 - Present
www.TOMJAMESLIVE.com July 2014 - Present
Florida Gulf Coast University 2010 - Present
WOCA Radio/Buddy Martin Media 2012 - Present
Benefit Advisors, Inc October 2012 - November 2013
Sun Broadcasting 2005 - 2012
WBBH-TV NBC-2 1999 - 2004
WVIR-TV NBC-29 1996 - 1999
WESH-TV 1994 - 1996
University of Central Florida 1994 - 1995
Education
University of Central Florida 1992 — 1994
Bachelor of Arts, RTV Communications
Central Florida Community College 1989 — 1992
Associate of Arts
Forest High School 1985 — 1989
Osceola Middle School 1982 — 1985
Eighth Street Elementary 1981 — 1982
Grace Episcopal School 1977 — 1981
Happy Hearts Kindergarten 1975 — 1977
Vicki Graves, CHRS, GBDS Vicki Graves, CHRS, GBDS's Benefit Advisors, Inc Experience October 2003 - Present
Job Regional Director / Trusted Advisor / NAHU, CHRS Certified
Industry Insurance
Experience
Benefit Advisors, Inc October 2003 - Present
Graves Company January 1989 - October 2003
Capital Insurance August 1981 - December 1988
Skills
Health Savings Accounts, Employee Benefits, Insurance, Life Insurance, Disability Insurance, Health Insurance, Health Care Reform, Leadership, Customer Service, Healthcare, Sales, COBRA, Long-term Care, Human Resources, Term Life Insurance, Fixed Annuities, Workers Compensation, Group Insurance, Accident, Universal Life, Brokers, Whole Life, Medicare, Underwriting, Critical Illness, Retirement, Cafeteria Plans, Commercial Insurance, Property & Casualty..., Professional Liability, Claim, General Insurance, Umbrella Insurance
Education
University of Florida - Warrington College Of Business 1979 — 1981
Business, Finance
Sante Fe Community College 1978 — 1979
Associate of Arts (A.A.), Accounting and Finance
Forest High School 1974 — 1978
Benefit Advisors, Inc October 2003 - Present
Graves Company January 1989 - October 2003
Capital Insurance August 1981 - December 1988
Skills
Health Savings Accounts, Employee Benefits, Insurance, Life Insurance, Disability Insurance, Health Insurance, Health Care Reform, Leadership, Customer Service, Healthcare, Sales, COBRA, Long-term Care, Human Resources, Term Life Insurance, Fixed Annuities, Workers Compensation, Group Insurance, Accident, Universal Life, Brokers, Whole Life, Medicare, Underwriting, Critical Illness, Retirement, Cafeteria Plans, Commercial Insurance, Property & Casualty..., Professional Liability, Claim, General Insurance, Umbrella Insurance
Education
University of Florida - Warrington College Of Business 1979 — 1981
Business, Finance
Sante Fe Community College 1978 — 1979
Associate of Arts (A.A.), Accounting and Finance
Forest High School 1974 — 1978
Kyle Yancey Kyle Yancey's Benefit Advisors, Inc Experience February 2010 - May 2011
Job CoOwner at Advanced Benefits Services
Industry Insurance
Experience
Advanced Benefits Services August 2013 - Present
The McDonald Agency June 2011 - December 2014
Benefit Advisors, Inc February 2010 - May 2011
Skills
Employee Benefits, Property & Casualty..., Life Insurance, Insurance, Umbrella Insurance, Fixed Annuities
Education
University of Florida
Bachelor of Science, Public Relations
Advanced Benefits Services August 2013 - Present
The McDonald Agency June 2011 - December 2014
Benefit Advisors, Inc February 2010 - May 2011
Skills
Employee Benefits, Property & Casualty..., Life Insurance, Insurance, Umbrella Insurance, Fixed Annuities
Education
University of Florida
Bachelor of Science, Public Relations
Amber Hull Amber Hull's Benefit Advisors, Inc Experience May 2015 - Present
Job Operations Coordinator at Benefit Advisors, Inc
Industry Human Resources
Experience
Benefit Advisors, Inc May 2015 - Present
Steering Creation Inc. May 2013 - May 2015
Munroe Regional Medical Center January 2013 - February 2013
Marion County Building Industry Association August 2011 - March 2012
Capris Furniture Industry January 2011 - August 2011
Tighe White Construction Inc August 2004 - December 2010
Eller and Owens Fine Furniture May 2001 - August 2004
Skills
Management, Time Management, Customer Service, Sales, Event Management, Invoicing, Social Networking, Strategic Planning, Real Estate, Team Building, Interviews, Process Scheduler, Human Resources, Newsletters, Microsoft Office, PowerPoint, Microsoft Word, Insurance, Outlook, Event Planning, Policy, Leadership, Training
Education
Webster University 2014 — 2015
Master's Degree, Management and Leadership
College of Central Florida 2011 — 2014
Bachelor's Degree, Business and Organizational Management, 3.55
Tri-County Community College 1998 — 2001
Associate's degree, Office Systems Technology
Benefit Advisors, Inc May 2015 - Present
Steering Creation Inc. May 2013 - May 2015
Munroe Regional Medical Center January 2013 - February 2013
Marion County Building Industry Association August 2011 - March 2012
Capris Furniture Industry January 2011 - August 2011
Tighe White Construction Inc August 2004 - December 2010
Eller and Owens Fine Furniture May 2001 - August 2004
Skills
Management, Time Management, Customer Service, Sales, Event Management, Invoicing, Social Networking, Strategic Planning, Real Estate, Team Building, Interviews, Process Scheduler, Human Resources, Newsletters, Microsoft Office, PowerPoint, Microsoft Word, Insurance, Outlook, Event Planning, Policy, Leadership, Training
Education
Webster University 2014 — 2015
Master's Degree, Management and Leadership
College of Central Florida 2011 — 2014
Bachelor's Degree, Business and Organizational Management, 3.55
Tri-County Community College 1998 — 2001
Associate's degree, Office Systems Technology
Joey Janssen's Benefit Advisors, Inc Experience October 2013 - November 2014
Job Senior Marketing Partner Mid & Large Group Specialist Owen & Associates & VP/President Elect of JAHU
Industry Insurance
Experience
Owen & Associates December 2014 - Present
Benefit Advisors, Inc October 2013 - November 2014
Benefit Advisors, Inc September 2010 - November 2014
Staples Business Advantage October 2008 - September 2010
Skills
Employee Benefits, Health Insurance, Health Care Reform, New Business Development, Disability Insurance, Health Savings Accounts, Strategic Planning, Small Business, Marketing, Benefits Plan Design, Life Insurance, Customer Service, Business Development, PEO, Cafeteria Plans, Cold Calling, Fixed Annuities, Relationship Development, COBRA
Education
University of North Florida - College of Business Administration 2006 — 2008
BBA, Marketing
University of Florida 2003 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
United Healthcare 2014 — 2014
Self Insurance
Advanced Knowledge Institute- United Healthcare 2013 — 2013
1 Week Training Course, Advanced Health Insurance and Risk Management Concepts
United Healthcare Knowledge Institute 2011 — 2011
Risk Management
National Association of Health Underwriters 2013 — 2013
PPACA Certification
Blue Cross University 2012 — 2012
Health Insurance
Owen & Associates December 2014 - Present
Benefit Advisors, Inc October 2013 - November 2014
Benefit Advisors, Inc September 2010 - November 2014
Staples Business Advantage October 2008 - September 2010
Skills
Employee Benefits, Health Insurance, Health Care Reform, New Business Development, Disability Insurance, Health Savings Accounts, Strategic Planning, Small Business, Marketing, Benefits Plan Design, Life Insurance, Customer Service, Business Development, PEO, Cafeteria Plans, Cold Calling, Fixed Annuities, Relationship Development, COBRA
Education
University of North Florida - College of Business Administration 2006 — 2008
BBA, Marketing
University of Florida 2003 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
United Healthcare 2014 — 2014
Self Insurance
Advanced Knowledge Institute- United Healthcare 2013 — 2013
1 Week Training Course, Advanced Health Insurance and Risk Management Concepts
United Healthcare Knowledge Institute 2011 — 2011
Risk Management
National Association of Health Underwriters 2013 — 2013
PPACA Certification
Blue Cross University 2012 — 2012
Health Insurance
Ray Strickland, III's Benefit Advisors, Inc Experience May 2002 - January 2014
Job CoFounder and President CoPassion
Industry Insurance
Experience
CoPassion January 2014 - Present
UNF Coggin College of Business Alumni Chapter January 2012 - Present
Benefit Advisors, Inc May 2002 - January 2014
Campus Crusade for Christ 2011 - 2013
Sy-Klone International 2003 - 2004
Skills
Evangelism, Discipleship, Employee Benefits, Leadership, Health Insurance, Insurance, Marketing, New Business Development, Disability Insurance, Public Speaking, Training, Team Building, Healthcare, Health Savings Accounts, Customer Service, Fundraising, Strategic Planning, Life Insurance, Small Business, Analysis, Sales Management, Coaching, Fixed Annuities, Business Strategy, Business Planning, Leadership Development, HR Consulting, Risk Management, Knowledge Management, Cafeteria Plans, Corporate Prayer, Strategic Vision
Education
University of North Florida - College of Business Administration 1998 — 2002
BBA, Management
CoPassion January 2014 - Present
UNF Coggin College of Business Alumni Chapter January 2012 - Present
Benefit Advisors, Inc May 2002 - January 2014
Campus Crusade for Christ 2011 - 2013
Sy-Klone International 2003 - 2004
Skills
Evangelism, Discipleship, Employee Benefits, Leadership, Health Insurance, Insurance, Marketing, New Business Development, Disability Insurance, Public Speaking, Training, Team Building, Healthcare, Health Savings Accounts, Customer Service, Fundraising, Strategic Planning, Life Insurance, Small Business, Analysis, Sales Management, Coaching, Fixed Annuities, Business Strategy, Business Planning, Leadership Development, HR Consulting, Risk Management, Knowledge Management, Cafeteria Plans, Corporate Prayer, Strategic Vision
Education
University of North Florida - College of Business Administration 1998 — 2002
BBA, Management
Brett Lacey Brett Lacey's Benefit Advisors, Inc Experience 2011 - Present
Job Employee Benefits Consultant
Industry Consumer Services
Experience
Benefit Advisors, Inc 2011 - Present
Sam's Club 2011 - 2012
Big Water Pool Services, Inc. January 2006 - February 2011
Charles Schwab February 2001 - October 2004
Skills
Employee Benefits, Customer Service, Workers Compensation, Payroll, Insurance
Education
The Ohio State University 1990 — 1993
Aviation Science
The Ohio State University
Benefit Advisors, Inc 2011 - Present
Sam's Club 2011 - 2012
Big Water Pool Services, Inc. January 2006 - February 2011
Charles Schwab February 2001 - October 2004
Skills
Employee Benefits, Customer Service, Workers Compensation, Payroll, Insurance
Education
The Ohio State University 1990 — 1993
Aviation Science
The Ohio State University
Donna M. Healy, SPHR Donna M. Healy, SPHR's Benefit Advisors, Inc Experience 2005 - Present
Job Immediate Past President at Ocala Human Resource Management
Industry Human Resources
Experience
Ocala Human Resource Management January 2015 - Present
(OHRMA) Ocala Human Resource Management Association January 2014 - Present
Benefit Advisors, Inc 2005 - Present
Ms. D's Place 2001 - 2005
Outsource Data, Inc. August 1993 - 2005
Skills
Employee Benefits, Insurance, Benefits Administration, Team Building, Health Insurance, Human Resources, Organizational..., Disability Insurance, Health Savings Accounts, Coaching, Strategy, Deferred Compensation
Education
Chestnut Hill College 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Ocala Human Resource Management January 2015 - Present
(OHRMA) Ocala Human Resource Management Association January 2014 - Present
Benefit Advisors, Inc 2005 - Present
Ms. D's Place 2001 - 2005
Outsource Data, Inc. August 1993 - 2005
Skills
Employee Benefits, Insurance, Benefits Administration, Team Building, Health Insurance, Human Resources, Organizational..., Disability Insurance, Health Savings Accounts, Coaching, Strategy, Deferred Compensation
Education
Chestnut Hill College 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Dan Forssell, AAI Dan Forssell, AAI's Benefit Advisors, Inc Experience February 2008 - Present
Job Employee Benefits Consultant
Industry Insurance
Experience
Benefit Advisors, Inc February 2008 - Present
Equity Ventures Ltd June 2007 - February 2008
Duval County Public Schools August 2004 - July 2007
Skills
Employee Benefits, Insurance, Payroll, Workers Compensation, Healthcare Reform, Florida Small Group..., Cafeteria Plans, HR Compliance, Business Consulting, Integrated Employee..., Benefit Communication, Whole Life, Personnel Management, Health Care Reform, Leadership, Management Consulting, Health Insurance, Life Insurance, Human Resources, Health Savings Accounts, Small Business, Customer Service, Sales, Management, Disability Insurance
Education
University of West Alabama 2005 — 2007
M.Ed., School Counseling
University of North Florida 2000 — 2004
B.A., Political Science / Public Administration
Manatee High 1996 — 2000
Benefit Advisors, Inc February 2008 - Present
Equity Ventures Ltd June 2007 - February 2008
Duval County Public Schools August 2004 - July 2007
Skills
Employee Benefits, Insurance, Payroll, Workers Compensation, Healthcare Reform, Florida Small Group..., Cafeteria Plans, HR Compliance, Business Consulting, Integrated Employee..., Benefit Communication, Whole Life, Personnel Management, Health Care Reform, Leadership, Management Consulting, Health Insurance, Life Insurance, Human Resources, Health Savings Accounts, Small Business, Customer Service, Sales, Management, Disability Insurance
Education
University of West Alabama 2005 — 2007
M.Ed., School Counseling
University of North Florida 2000 — 2004
B.A., Political Science / Public Administration
Manatee High 1996 — 2000
Paula Hewitt's Benefit Advisors, Inc Experience December 2013 - July 2014
Job Student
Industry Higher Education
Experience
Express Employment Professionals July 2014 - Present
Benefit Advisors, Inc December 2013 - July 2014
University of Oklahoma January 2007 - May 2013
Adventist Health July 2005 - December 2006
West Hills Community College District February 1998 - July 2005
Skills
Newsletters, Photoshop, Social Media, Higher Education, Copy Editing, Public Relations, Research, Microsoft Word, Press Releases, Editing, System Administration, PowerPoint, Training, Event Planning, Microsoft Office, Public Speaking
Education
Ashford University 2013 — 2015
Bachelor of Arts (B.A.), Business Leadership - In progress
Heald College 1993 — 1994
Specialist Diploma, Accounting
Express Employment Professionals July 2014 - Present
Benefit Advisors, Inc December 2013 - July 2014
University of Oklahoma January 2007 - May 2013
Adventist Health July 2005 - December 2006
West Hills Community College District February 1998 - July 2005
Skills
Newsletters, Photoshop, Social Media, Higher Education, Copy Editing, Public Relations, Research, Microsoft Word, Press Releases, Editing, System Administration, PowerPoint, Training, Event Planning, Microsoft Office, Public Speaking
Education
Ashford University 2013 — 2015
Bachelor of Arts (B.A.), Business Leadership - In progress
Heald College 1993 — 1994
Specialist Diploma, Accounting
Lourdes Maria Vélez-Wagar's Benefit Advisors, Inc Experience February 2011 - Present
Job Client Service & Satisfaction Counselor at Benefit Advisors
Industry Insurance
Experience
Benefit Advisors, Inc February 2011 - Present
Catholic Education August 2002 - June 2010
Skills
Language Development, Customer Service, Microsoft Office, Language Teaching, Critical Thinking, Foreign Languages, Client Relations Skills, Customer Relations, Excel, Word, Language Skills, Tutoring, Eye For Detail, Claims Resolution, Eligibility, Open Enrollment, Problem Analysis, Client Liaison, Quote Preparation, Renewals, Team-oriented, Problem Solving, Problem Management, Client Representation, Issue Resolution, Sales, Microsoft Word, Team Building, Management, Strategic Planning, Leadership, Insurance, Public Speaking, Microsoft Excel
Education
Loyola University New Orleans 2006 — 2009
MPS, Pastoral Studies with a specialization in Christian Spirituality
University of Florida 1995 — 2001
BA, Spanish Literature and Language/ Teaching English as a Second Language
Benefit Advisors, Inc February 2011 - Present
Catholic Education August 2002 - June 2010
Skills
Language Development, Customer Service, Microsoft Office, Language Teaching, Critical Thinking, Foreign Languages, Client Relations Skills, Customer Relations, Excel, Word, Language Skills, Tutoring, Eye For Detail, Claims Resolution, Eligibility, Open Enrollment, Problem Analysis, Client Liaison, Quote Preparation, Renewals, Team-oriented, Problem Solving, Problem Management, Client Representation, Issue Resolution, Sales, Microsoft Word, Team Building, Management, Strategic Planning, Leadership, Insurance, Public Speaking, Microsoft Excel
Education
Loyola University New Orleans 2006 — 2009
MPS, Pastoral Studies with a specialization in Christian Spirituality
University of Florida 1995 — 2001
BA, Spanish Literature and Language/ Teaching English as a Second Language
Alice Wintersteen's Benefit Advisors, Inc Experience June 2011 - September 2011
Job Business Office Manager at Royal Palm Flooring
Industry Accounting
Experience
Royal Palm Flooring January 2013 - Present
The Finishing Touch Home Decor January 2013 - Present
Benefit Advisors, Inc June 2011 - September 2011
Jamison Professional Services for VA Hospital October 2010 - December 2010
Cequent Electrical Products June 1999 - July 2008
Skills
QuickBooks
Education
CTAE Ocala, FL 2011 — 2011
QuickBooks (Pro 2009), Business
CTAE Ocala, FL 2009 — 2010
Medical Billing/Coding, Medical Billing
Jones College-Jacksonville 1963 — 1964
Automated Accounting, Accounting
Royal Palm Flooring January 2013 - Present
The Finishing Touch Home Decor January 2013 - Present
Benefit Advisors, Inc June 2011 - September 2011
Jamison Professional Services for VA Hospital October 2010 - December 2010
Cequent Electrical Products June 1999 - July 2008
Skills
QuickBooks
Education
CTAE Ocala, FL 2011 — 2011
QuickBooks (Pro 2009), Business
CTAE Ocala, FL 2009 — 2010
Medical Billing/Coding, Medical Billing
Jones College-Jacksonville 1963 — 1964
Automated Accounting, Accounting