Brokerage Concepts, Inc.

Industry: Insurance company

Description

Founded: 1977 Parent organization: HealthNow New York Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBrokerage Concepts IncWebsiteDirections Saved (0) Saved Save Mortgage broker in the King of Prussia, Pennsylvania Address: 1021 W 8th Ave, King of Prussia, PA 19406 Phone: (610) 337-2600: : : Place name: Category: : Website: : : Hours: Website: http://www.bcitpa.com/ Category: Mortgage broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Brokerage Concepts Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Brokerage Concepts, Inc. Employees

Employee
Years
Job
Industry
Joseph Bissol Joseph Bissol Greater Philadelphia Area Details
Joseph Bissol's Brokerage Concepts, Inc. Experience February 2001 - March 2011
Job Principal Architect Platform Architect at Comcast
Industry Information Services
Experience
Comcast  March 2013 - Present
Comcast  March 2011 - March 2013
Brokerage Concepts, Inc.   February 2001 - March 2011
Dow Jones  April 2000 - October 2000

Skills
Scrum, .NET, Agile Methodologies, Architecture, SDLC, SOA, SQL, Web Services, Enterprise Architecture, WCF, T-SQL, C#, Agile Project Management, XML, SOAP, ASP.NET, Microsoft SQL Server, ASP.NET MVC, System Architecture, TDD, Continuous Integration, Software Development, Application Architecture, Design Patterns, Object Oriented Design, Database Design, OOP, Sitecore, REST, jQuery, Integration, Programming, Software Engineering, Web Applications, Databases, Java, ASP, JSON, Visual Basic, HTML 5, TFS, Architectures

Education
Penn State University   1996 — 2000
BS, Managment Science & Information Systems

Nicole Cagliola Nicole Cagliola Devon, Pennsylvania Details
Nicole Cagliola's Brokerage Concepts, Inc. Experience January 2010 - November 2011
Job Account Manager at Managed Care Consultants
Industry Insurance
Experience
Managed Care Consultants  November 2011 - Present
Brokerage Concepts, Inc.   January 2010 - November 2011
Brokerage Concepts, Inc.   April 2008 - June 2010

Skills
Insurance, Health Insurance, Time Management, Managed Care, Claim, Disability Insurance, Life Insurance, Brokers, Underwriting, Healthcare, Leadership, Health Savings Accounts

Education
Montgomery County Community College   1995 — 1999
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities

Mary Wolper Mary Wolper Greater Philadelphia Area Details
Mary Wolper's Brokerage Concepts, Inc. Experience 2003 - 2010
Job
Industry Insurance
Experience
Benefit Allocation Systems  September 2013 - Present
Corporate Benefits Alliance, Inc.   September 2011 - September 2013
Brokerage Concepts, Inc.   2003 - 2010
Brokerage Concepts, Inc.   2001 - 2003
Brokerage Concepts, Inc.   1996 - 2001
Brokerage Concepts, Inc.   1990 - 1996
Prudential Insurance Co.  1986 - 1990

Skills
Employee Benefits, Health Insurance, Underwriting, Claim, Health Savings Accounts, Leadership, Disability Insurance, Claims Management, Reinsurance, Brokers, Managed Care, Insurance, Process Improvement, Medicare, Life Insurance, Customer Service, COBRA, Benefits Administration

Education
Temple University
English

West Chester University
English

Bishop Kenrick High School   1981 — 1985

Glen Bernstein Glen Bernstein Greater Boston Area Details
Glen Bernstein's Brokerage Concepts, Inc. Experience October 1992 - November 2011
Job Regional Vice President, Sales at Meritain Health
Industry Insurance
Experience
Meritain Health  November 2011 - Present
Brokerage Concepts, Inc.   October 1992 - November 2011

Skills
Health Insurance, Employee Benefits, Managed Care, Health Savings Accounts, Brokers, Insurance, Underwriting, Disability Insurance, Healthcare, Salesforce.com, Account Management, Dentistry, Strategic Planning, New Business Development, Leadership, Risk Management, Team Leadership, Product Development, Marketing Strategy, Reinsurance, Life Insurance, COBRA, Medicare

Education
Northeastern University   1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies

AWILDA RODRIGUEZ AWILDA RODRIGUEZ Pottstown, Pennsylvania Details
AWILDA RODRIGUEZ's Brokerage Concepts, Inc. Experience October 2003 - August 2007
Job Registered Nurse at Phoenixville Hospital
Industry Medical Practice
Experience
Phoenixville Hospital  June 2012 - Present
Brokerage Concepts, Inc.   October 2003 - August 2007
YMCA  September 2001 - May 2002

Skills
Clinical and ER..., •Stroke certification, •CPR/BSL certification, •Bilingual (Spanish), Healthcare, Nursing, Customer Service, Critical Care, Data Entry, Medicare, Patient Safety

Education
Montgomery County Community College   2007 — 2012
Associate of Arts and Sciences (AAS), Nursing Education

Chris Morgans Chris Morgans Philadelphia, Pennsylvania Details
Chris Morgans's Brokerage Concepts, Inc. Experience April 1999 - January 2012
Job Computer Operator at Brokerage Concepts, Inc.
Industry Financial Services
Experience
Brokerage Concepts, Inc.   April 1999 - January 2012
Alarm Capital Alliance  September 2009 - February 2010
Media Real Estate   September 2001 - June 2002

Skills
Access, General Ledger, Analysis, Invoicing, Health Insurance, Insurance, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, SDLC, Customer Service, Team Building, Project Management, C#, Account Reconciliation, Leadership

Education
Temple University   1992 — 1997
Bachelor's, Communications and Theater

Temple University   1992 — 1997
Bachelor of Arts (B.A.), Cinematography and Film/Video Production

Sandra McCarthyMeeks Sandra McCarthyMeeks Naples, Florida Area Details
Sandra McCarthyMeeks's Brokerage Concepts, Inc. Experience March 1989 - April 2004
Job Real Estate Broker at Premier | Sotheby's International Realty
Industry Real Estate
Experience
Premier Sothebys International Realty  May 2007 - Present
Brokerage Concepts, Inc.   March 1989 - April 2004

Skills
Luxury, Sellers, Condos, Relocation, Real Estate, Single Family Homes, Short Sales, Residential Homes, First Time Home Buyers, Referrals, New Home Sales, Investors, Investment Properties, Selling, Foreclosures, Listings, Buyer Representation, REO, Property

Education
La Salle University   1989 — 1991
B.S. Leadership, Business

La Salle University
Business / Leadership

Judy Carle, GBA Judy Carle, GBA Greater Philadelphia Area Details
Judy Carle, GBA's Brokerage Concepts, Inc. Experience January 1994 - January 1996
Job Client Relationship Manager at ELAP Services
Industry Insurance
Experience
ELAP Services  August 2015 - Present
Truven Health Analytics  May 2013 - August 2015
Health Advocate  October 2012 - May 2013
Brokerage Concepts, Inc/HealthNow Administrative Services   January 2009 - November 2012
Benefit Concepts  January 1996 - December 2008
Brokerage Concepts, Inc.   January 1994 - January 1996
Benefit Concepts, Inc.   July 1992 - December 1993
Comprehensive Benefits, EBP   January 1988 - July 1992

Skills
Claims Administration, Customer Service, Negotiation, Analytics, Data Analysis, Data Mining, Developing Client..., Client Service, Vendor Relations, Employee Benefits, Reinsurance, Claim Investigation, Health Insurance, HIPAA, Disability Insurance, Insurance, Life Insurance, Managed Care, Medicare, Claims Management, Claim, Provider Relations, Health Savings Accounts, Analysis, Benefits Administration, Financial Services, Term Life Insurance, Medicaid, General Insurance, COBRA, PPO, Brokers, Medical Billing, Underwriting, HMO, Network Development, Health Policy, Commercial Insurance, Client Services

Education
Albright College   2008 — 2010
BS, Business Administration

Penn State University   1981 — 1984

Danielle Adolph Danielle Adolph Greater Philadelphia Area Details
Danielle Adolph's Brokerage Concepts, Inc. Experience June 1998 - June 2009
Job Human Resources
Industry Human Resources
Experience
Brokerage Concepts, Inc.   June 1998 - June 2009
BROKERAGE CONCEPTS, INC  January 1998 - January 2009
Brokerage Concepts, Inc.   January 1998 - January 2003

Skills
Employee Relations, Employee Benefits, Recruiting, Team Building, Human Resources, Leadership, Benefits Administration, Insurance, Workers Compensation, Health Insurance, Disability Insurance, COBRA, Interviews, Deferred Compensation, Management, Employee Training, Time Management

Education
Penn State University   1994 — 1998
Bachelor of Science, Human Development and Family Studies

Shannon Bristow Shannon Bristow Downingtown, Pennsylvania Details
Shannon Bristow's Brokerage Concepts, Inc. Experience 2005 - 2008
Job Employee Benefits Account Executive at Miller's Insurance Agency, Inc.
Industry Insurance
Experience
Miller's Insurance Agency, Inc.   2014 - Present
Managed Care Consultants  2008 - 2014
Brokerage Concepts, Inc.   2005 - 2008

Skills
Insurance, Health Insurance, Account Management, Customer Service, Underwriting, Sales, Employee Benefits, Individual Health..., Claims Resolution, Licensed Life & Health..., Employee Benefits Design, Voluntary Employee..., Health Savings Accounts, Flexible Spending..., COBRA, Enrollment Management

Education
Temple University - Fox School of Business and Management   1996 — 1999
Bachelor's Degree, Accounting and Finance

Gwynedd Mercy Academy

Scott Buchholz Scott Buchholz Greater Philadelphia Area Details
Scott Buchholz's Brokerage Concepts, Inc. Experience April 2003 - October 2008
Job 30K+ ★ Business Development ★ ONA ★
Industry Financial Services
Experience
Open Networkers Alliance (ONA)   April 2009 - Present
Perennial Funding LLC  June 2015 - September 2015
Bob's Discount Furniture  December 2014 - June 2015
Sears Home Services  February 2014 - October 2014
Longevity Alliance, LLC.   September 2011 - February 2012
DVFG Employee Benefits Company, LLC   January 2009 - July 2011
Brokerage Concepts, Inc.   April 2003 - October 2008
Medi  June 2002 - March 2003
Tavern on the Green  July 2000 - June 2002
United States Marine Corps  June 1993 - June 1997

Skills
Leadership, New Business Development, Team Building, CRM, Sales, Marketing, Management, Strategic Planning, Customer Service, Account Management, Social Media, Business Strategy, Business Planning, Employee Benefits, Social Networking, Coaching, Contract Negotiation, Direct Marketing, Territory Development, Health Insurance, Inventory Control, Proposal Writing, Income Statement, Quality Assurance, Life Insurance, P&L, Product Launch, Continuous Improvement, Policy, System Administration, Inside Sales, Key Account Development, Facilities Management, Purchasing, Market Penetration, Administration, Business Management, Medicare Part D, Contract Negotiations, Cost Containment and..., Customer Relationship..., Group Benefits, Medicare Supplements, Policies and Procedures, Proposal Development, Mortgage Lending, Residential Mortgages, Mortgage Industry, Reverse Mortgages, Mortgage Marketing

Education
Eastern University   2011 — 2013
Bachelors of Science, Business Administration, 3.7, Magna Cum Laude, Dean's List

The Arts Institute of NY   1999 — 2001
Associate of Arts, Culinary Arts & Restaurant Management

Ellen Radcliffe,CLU, CBC Ellen Radcliffe,CLU, CBC Greater Philadelphia Area Details
Ellen Radcliffe,CLU, CBC's Brokerage Concepts, Inc. Experience May 1978 - June 2011
Job Regional Vice President, Sales at Meritain Health
Industry Insurance
Experience
Meritain Health  December 2011 - Present
Meritain Health  2011 - Present
Brokerage Concepts, Inc.   May 1978 - June 2011

Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Brokers, Health Savings Accounts, Underwriting, Managed Care, Medicare, Term Life Insurance, COBRA, Dentistry, Benefits Administration, Property & Casualty..., Self-funded

Education
LaSalle University   1978 — 1982
MBA, Insurance and Risk, Masters Degree

Quinnipiac University   1970 — 1974
Bachelor of Science (BS), Economics

Quinnipiac University - School of Business
Economics

David Malczewski David Malczewski Buffalo/Niagara, New York Area Details
David Malczewski's Brokerage Concepts, Inc. Experience April 2014 - February 2015
Job Account Executive at HealthNow New York Inc.
Industry Insurance
Experience
HealthNow New York Inc.  February 2015 - Present
Brokerage Concepts, Inc.   April 2014 - February 2015
HealthNow New York Inc.  May 2013 - April 2014
BlueCross BlueShield of Western New York  August 2012 - May 2013
BlueCross BlueShield of Western New York  June 2012 - August 2012
The Office of Senator Charles E. Schumer  January 2012 - May 2012

Skills
Government, Health Insurance, Community Outreach, Campaign Strategies, Event Planning, International Relations, Healthcare, Administrative..., Crisis Communications, Data Entry, Fundraising, Social Media, Public Relations, Public Speaking, Editing, Event Management, Customer Service, Insurance

Education
State University of New York College at Buffalo   2009 — 2013

Kristin Johnson Kristin Johnson Collegeville, Pennsylvania Details
Kristin Johnson's Brokerage Concepts, Inc. Experience July 2002 - June 2012
Job Associate Account Executive at David M. Banet Associates, Inc.
Industry Insurance
Experience
David M. Banet Associates, Inc.   May 2012 - Present
Brokerage Concepts, Inc.   July 2002 - June 2012

Skills
Attention To Detail, Hard Worker, Reliability, Problem Solving, Innovation, Microsoft Excel, quote, Health Insurance, Employee Benefits, Graphic Design, Microsoft Publisher, OneNote, Disability Insurance, Term Life Insurance, Insurance, Brokers, Reinsurance, Medicare, Claim, Life Insurance, Health Savings Accounts, COBRA, Underwriting

Education
Montgomery County Community College   2000 — 2002

Jim DiOrio Jim DiOrio Greater New York City Area Details
Jim DiOrio's Brokerage Concepts, Inc. Experience November 2007 - November 2008
Job Regional Managing Director of Operations & Senior Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services  June 2013 - Present
Frenkel Benefits, LLC  January 2009 - June 2013
Brokerage Concepts, Inc.   November 2007 - November 2008
Towers Perrin  October 2005 - September 2007
Wells Fargo Insurance Services  March 2001 - October 2005
AON  September 1997 - February 2001
Sedgwick  April 1992 - August 1997
Price Waterhouse  1988 - 1992
Johnson & Higgins  1980 - 1984
Mutual Benefit Life  1975 - 1980

Skills
Mergers & Acquisitions, Employee Benefits, Health Insurance, Business Planning, Start-ups, Mergers, New Business Development, Defined Benefit, Retirement, Leadership, Finance, Retirement Planning, Negotiation, Analysis, Marketing, Underwriting, Life Insurance, Sales, Strategic Planning, Brokers, Due Diligence, Consulting, Human Resources, Healthcare, Team Building, Insurance, 401k, Financial Risk, Executive Management, Health Savings Accounts, Workers Compensation, Disability Insurance

Education
Princeton University   1969 — 1973
AB, History

Stony Brook University   1973 — 1975
M.A., History

Jane Hesler Jane Hesler Greater Philadelphia Area Details
Jane Hesler's Brokerage Concepts, Inc. Experience January 1989 - January 2013
Job Manager of Self Insured Large Group Retention at AmeriHealth Insurance Co of NJ
Industry Insurance
Experience
AmeriHealth Insurance Co of NJ  January 2013 - Present
Brokerage Concepts, Inc.   January 1989 - January 2013
Brokerage Concepts, Inc.   November 2000 - September 2009

Skills
Health Insurance, Employee Benefits, Account Management, Sales, Team Building, Medicare, Insurance, Brokers, Disability Insurance, Leadership, New Business Development, Life Insurance, Sales Presentations, HMO, COBRA, Customer Service, Health Savings Accounts, Benefits Administration, Relationship Management, Claim, Underwriting, Dentistry, Customer Retention, Managed Care, Term Life Insurance

Education
Penn State University   1983 — 1987
Bachelor of Arts (B.A.), Administration of Justice

Natalie Bair Sotak Natalie Bair Sotak Greater Philadelphia Area Details
Natalie Bair Sotak's Brokerage Concepts, Inc. Experience March 2009 - March 2011
Job Communications Supervisor at HealthNow Administrative Services
Industry Insurance
Experience
HealthNow Administrative Services   March 2011 - Present
Brokerage Concepts, Inc.   March 2009 - March 2011
Vanguard  September 2006 - March 2009
Brokerage Concepts, Inc.   August 1996 - September 2006

Skills
Employee Benefits, Health Insurance, Insurance, Claim, Benefits Administration, Brokers, Health Savings Accounts, Account Management

Education
Pennsylvania State University-Great Valley Graduate Center   2007 — 2009
MBA, Business Administration

La Salle University   1992 — 1996
B.A., English

Jerry Branch Jerry Branch Greater Philadelphia Area Details
Jerry Branch's Brokerage Concepts, Inc. Experience 1997 - 2009
Job Graphic Designer at Brokerage Concepts, Inc.
Industry Insurance
Experience
Graphic Designer  May 2009 - Present
Brokerage Concepts, Inc.   1997 - 2009
Brokerage Concepts, Inc.   1997 - 2009

Education
East Stroudsburg University of Pennsylvania   2001 — 2003

Barbara Hill Barbara Hill Greater Philadelphia Area Details
Barbara Hill's Brokerage Concepts, Inc. Experience 1988 - October 1994
Job Chief Financial Officer at HIPAA Secure Now!
Industry Insurance
Experience
HIPAA Secure Now!   May 2015 - Present
Entegration Inc. & HIPAA Secure Now!   June 2014 - Present
Aetna  January 1997 - June 2014
Aetna US Healthcare  October 1994 - January 1997
Brokerage Concepts, Inc.   1988 - October 1994

Skills
Insurance, Health Insurance, Employee Benefits, Underwriting, Actuarial Science, Managed Care, Reinsurance, Strategic Planning, Medicare, Life Insurance, Management, Risk Management, Business Planning, Forecasting, Data Analysis, Business Analysis, Financial Analysis, Excel Models, Finance

Education
Penn State University   1983 — 1988
BS, Mathematics

Bob Kreisich Bob Kreisich Greater Philadelphia Area Details
Bob Kreisich's Brokerage Concepts, Inc. Experience July 2000 - September 2014
Job Consultant at Charon Planning
Industry Insurance
Experience
Charon Planning  September 2014 - Present
Brokerage Concepts, Inc.   July 2000 - September 2014
Commonwelth United Mortgage (National City)   February 1999 - June 2000
Fox Chase Federal Savings Bank   June 1997 - February 1999

Skills
Account Management, Analysis, Underwriting, Health Insurance, Microsoft Office, Medicare, Team Building, Strategic Planning, Research, Brokers, Health Savings Accounts, Disability Insurance, Life Insurance, Term Life Insurance, Healthcare, Training, Team Leadership, Health Care Reform, Sales Presentations, Claim, Management, Commercial Insurance, Open Enrollment, Managed Care, COBRA, Benefits Administration, Medicare Part D, PPO, HIPAA, Employee Wellness, Flexible Spending..., HMO, Client Services, Group Insurance, Critical Illness, Consulting, Employee Benefits

Education
Penn State University   1992 — 1996
BA, History

Abington High School   1989 — 1992
Diploma, Business Administration and Management, General

Dianne Kennedy Dianne Kennedy Greater Philadelphia Area Details
Dianne Kennedy's Brokerage Concepts, Inc. Experience 1996 - 2006
Job Client Engagement Manager
Industry Hospital & Health Care
Experience
Consulting  May 2014 - Present
M*Modal  April 2006 - June 2013
Brokerage Concepts, Inc.   1996 - 2006

Skills
Strategy, Leadership, Project Management, Process Improvement, Healthcare Information..., Vendor Management, Business Analysis, SDLC, Cross-functional Team..., Program Management, Strategic Planning, Change Management, Business Strategy, Account Management, HIPAA, Healthcare, Integration, Team Building, Business Intelligence, Business Process..., Outsourcing

Education
Syracuse University   1989 — 1992
Bachelor of Science (BS), Marketing / Economics

David Balick David Balick Greater Philadelphia Area Details
David Balick's Brokerage Concepts, Inc. Experience Senior DeveloperBrokerage Concepts, Inc./ HealthNow NY, Inc.2005 - Present
Job Sr. Developer at Brokerage Concepts, Inc.
Industry Insurance
Experience
Brokerage Concepts, Inc.   Senior DeveloperBrokerage Concepts, Inc./ HealthNow NY, Inc.2005 - Present
MJB Consulting   1995 - Present
Thermo Fisher Scientific  2002 - 2005
Thermo Electron  2002 - 2004
Consulting Group, Inc   1994 - 2001
CGI Consulting Group  1994 - 2001
CGI Corporation   1994 - 2001
TCP  1988 - 1991

Skills
.NET, C#, Scrum, SQL, Microsoft SQL Server, WCF, SDLC, ASP.NET, LINQ, Web Services, ASP.NET MVC, Agile Project Management, Enterprise Architecture, Agile Methodologies

Education
University of Delaware   1964 — 1968

Suzette Altieri Suzette Altieri Greater Philadelphia Area Details
Suzette Altieri's Brokerage Concepts, Inc. Experience June 2003 - November 2005
Job Flexible Benefits Specialist at HealthNow Administrative Services
Industry Insurance
Experience
HealthNow Administrative Services (HNAS)   November 2011 - Present
HealthNow Administrative Services (HNAS)   May 2008 - November 2011
HealthNow Administrative Services (HNAS)   November 2005 - May 2008
Brokerage Concepts, Inc.   June 2003 - November 2005
Brokerage Concepts, Inc.   October 1999 - June 2003
Brokerage Concepts, Inc.   April 1999 - October 1999
Superior Technical Resources  January 1999 - April 1999

Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Benefits Administration, Life Insurance, Health Savings Accounts, Brokers, Claim, Term Life Insurance, Workers Compensation, Underwriting, Medicare, COBRA, Property & Casualty...

Education
Albright College   1994 — 1998

Nicole Caputo Nicole Caputo Greater Philadelphia Area Details
Nicole Caputo's Brokerage Concepts, Inc. Experience April 2008 - Present
Job Fully Insured Renewals Specialist at Brokerage Concepts, Inc.
Industry Insurance
Experience
Brokerage Concepts, Inc.   April 2008 - Present
Brokerage Concepts, Inc.   2009 - 2009
Brokerage Concepts, Inc.   April 2006 - April 2008

Education
Montgomery County Community College   1995 — 1999
Associates, Liberal Arts

Ellen Radcliffe Ellen Radcliffe Greater Philadelphia Area Details
Ellen Radcliffe's Brokerage Concepts, Inc. Experience May 1978 - June 2011
Job Sales Executive for Pennsylvania, South Jersey and Delware
Industry Insurance
Experience
Meritain Health  December 2011 - Present
PAHU   2007 - Present
The Loomis Company  July 2011 - December 2011
HealthNow New York Inc.  2008 - June 2011
Brokerage Concepts, Inc.   May 1978 - June 2011

Education
La Salle University - School of Business Administration   1978 — 1982
MBA, Insurance and Risk

Quinnipiac University - School of Business   1970 — 1974
BS, economics

Greg Sowers Greg Sowers Greater Philadelphia Area Details
Greg Sowers's Brokerage Concepts, Inc. Experience April 2011 - Present
Job Senior Accountant
Industry Accounting
Experience
Brokerage Concepts, Inc.   April 2011 - Present

Education
Drexel University - LeBow College of Business   1990 — 1995
Bachelors, Accounting

Rich. Gulliver Rich. Gulliver Greater Philadelphia Area Details
Rich. Gulliver's Brokerage Concepts, Inc. Experience June 2007 - April 2012
Job National Account Analyst at Caruso Benefits Group, Inc.
Industry Insurance
Experience
Caruso Benefits Group, Inc.   July 2013 - Present
Bankers Life and Casualty Company  March 2013 - June 2013
Brokerage Concepts, Inc.   June 2007 - April 2012
SHPS  January 2005 - June 2007
CIGNA Group Insurance  2002 - 2004

Skills
Insurance, Leadership, New Business Development, Health Insurance, Employee Benefits, Health Savings Accounts, Healthcare, Project Planning, Management, Brokers, Benefits Administration, Managed Care, Account Management

Education
University of Pittsburgh   1988 — 1993
Bachelor of Arts, Business

Lois Gushue Lois Gushue Greater Philadelphia Area Details
Lois Gushue's Brokerage Concepts, Inc. Experience June 1989 - Present
Job Manager of ASO Claims and Customer Service
Industry Insurance
Experience
Brokerage Concepts, Inc.   June 1989 - Present

Skills
Insurance, Underwriting, Medicare, SDLC, Life Insurance, Disability Insurance, Property & Casualty..., Brokers, Managed Care, Process Improvement, Software Documentation, Business Analysis, Reinsurance, Term Life Insurance, Access, Analysis

Education
University of Phoenix   2007 — 2008
Business

Aaron Singer Aaron Singer Greater Philadelphia Area Details
Aaron Singer's Brokerage Concepts, Inc. Experience April 1995 - October 2008
Job CFO at Simple Brands LLC
Industry Accounting
Experience
Aaron Singer, CPA   September 2012 - Present
icueTV Inc   April 2012 - September 2012
Simple Brands LLC   November 2010 - March 2012
Brokerage Concepts, Inc.   April 1995 - October 2008
Goldberg Boyle & Brogan, PC   January 1989 - April 1995
Alexander Grant & CO.   1978 - 1983

Skills
Start-ups, E-commerce, Financial Reporting, Internal Controls, Accounting, SEC filings, Finance, Financial Analysis, Auditing, Sarbanes-Oxley, CPA, GAAP

Education
Philadelphia University   1992 — 1998
MS, Taxation

Fairleigh Dickinson University
BS, Accounting

Thomas Leonards IV Thomas Leonards IV Greater Philadelphia Area Details
Thomas Leonards IV's Brokerage Concepts, Inc. Experience 2005 - 2010
Job Helping companies manage their retiree benefits through group plans and exchanges
Industry Insurance
Experience
Independence Blue Cross  May 2013 - Present
WellNet Healthcare  June 2011 - May 2013
Brown and Brown Insurance  January 2011 - May 2011
Brokerage Concepts, Inc.   2005 - 2010

Skills
Health Insurance, Insurance, Employee Benefits, Property & Casualty..., Underwriting, Account Management, Commercial Insurance, Life Insurance, Brokers, Disability Insurance, Sales, New Business Development, Marketing, Medicare, Managed Care, Benefits Administration, Long-term Care, Workers Compensation, Term Life Insurance, Health Savings Accounts, Health Care Reform, 401k, COBRA, HMO, Medicare Part D

Education
Delaware Valley University   1998 — 2000
Bachelor of Science, Business

University of Pittsburgh

Christopher Moakley, MBA, SPHR Christopher Moakley, MBA, SPHR Allentown, Pennsylvania Area Details
Christopher Moakley, MBA, SPHR's Brokerage Concepts, Inc. Experience May 1990 - June 1991
Job Personnel Analyst at County of Northampton
Industry Government Administration
Experience
County of Northampton  August 2008 - Present
GFAS, LLC   March 1992 - August 2008
Educators Mutual Life   June 1991 - March 1992
Brokerage Concepts, Inc.   May 1990 - June 1991
AON Corporation  June 1986 - May 1990
Brokerage Concepts, Inc.   November 1982 - June 1986

Skills
Government, Policy, Public Speaking, Non-profits, HR Policy Formulation, Recruiting, Test Automation, Test Management, Test Planning, Change Management, People Skills, People-oriented, Accounting, Educational Leadership, Adult Education, Team Leadership, Team Management, Inter-personal, Strategic Financial..., Managerial, Online Research, Underwriting, HIPAA, EEOC, Problem Solving, Microsoft Excel, Microsoft Word, Outlook Express, Six Sigma, Lean Manufacturing, Customer Service, Policy Analysis, Public Policy, IT Project..., ERP Implementations, Document Management, Curriculum Design, Arbitration, Collective Bargaining, Public Safety, Emergency Management, Employee Benefits, Benefits Administration, Internal Audit, Human Performance, Disaster Recovery, Labor Relations, HRIS, Community Outreach, Strategic Planning

Education
Lehigh Carbon Community College   2015 — 2015
Associate of Arts (A.A.), Social Work

Lehigh Carbon Community College   2015 — 2015
Associate of Arts (A.A.), General Studies, Magna Cum Laude

Lehigh Carbon Community College   2013 — 2013
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration, Cum Laude

DeSales University   2007 — 2008
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General

Lehigh Carbon Community College   2007 — 2007
Associate of Arts (A.A.), Special Education and Teaching, Cum Laude

Lehigh Carbon Community College   2006 — 2007
Associate of Arts and Sciences (A.A.S.), Accounting, Cum Laude

Lehigh Carbon Community College   2006 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Lehigh Carbon Community College   2006 — 2006
Associate of Arts (A.A.), Communication and Media Studies

Kutztown University of Pennsylvania   2005 — 2006
Bachelor of Science (BS), Business Administration and Management, General

Lehigh Carbon Community College   2005 — 2006
Associate of Arts (A.A.), Business Administration and Management, General

Christine Schroyer Christine Schroyer Greater Philadelphia Area Details
Christine Schroyer's Brokerage Concepts, Inc. Experience November 1994 - September 2003
Job Personal Lines Insurance Prodcuer at Thomas H. Heist Insurance Agency & RE Darby Insuranceper
Industry Insurance
Experience
Thomas H. Heist Insurance Agency  September 2003 - Present
Brokerage Concepts, Inc.   November 1994 - September 2003

Education
Rowan University   1988 — 1994
BA, Communications. Radio/TV/Film

St. Joseph's University
Behavorial Studies

Franci Neill Franci Neill Greater Philadelphia Area Details
Franci Neill's Brokerage Concepts, Inc. Experience May 2003 - November 2011
Job New Business Manager at Alpine Brokerage Services, LLC
Industry Insurance
Experience
Alpine Brokerage Services, LLC  September 2013 - Present
Alpine Brokerage Services, LLC  November 2011 - September 2013
Brokerage Concepts, Inc.   May 2003 - November 2011
National Brokerage Consortium/National Brokerage Agency   September 2004 - April 2011
iPipeline  November 2000 - April 2003

Skills
Insurance, Fixed Annuities, Universal Life, Term Life Insurance, Disability Insurance, Whole Life, Health Insurance, Long-term Care, Brokers, Life Insurance, Critical Illness, Employee Benefits, Medicare, Buy-sell Agreements, Underwriting, Indexed Annuities, Retirement, Long Term Care Insurance, 401k, Health Savings Accounts, Retirement Planning

Education
Southern Illinois University, Carbondale   1993 — 1995
BA, Communications

Orange Coast College   1988 — 1993
Associate of Arts (A.A.), Mass Communication/Media Studies

Tustin High School   1979 — 1983

Wendy Cometa Wendy Cometa West Chester, Pennsylvania Details
Wendy Cometa's Brokerage Concepts, Inc. Experience January 1997 - October 1998
Job Administrative & Research Assistant
Industry Investment Banking
Experience
KyKuit Advisors   2006 - Present
Cigna  1998 - 2001
Brokerage Concepts, Inc.   January 1997 - October 1998
E-V Benefits Management, Inc.   December 1996 - December 1997

Skills
Social Media, Microsoft Word, Microsoft Office, Event Planning, Microsoft Excel

Education
University of Scranton   1992 — 1994
MBA, Business Administration and Management, General

University of Scranton   1987 — 1991
Bachelor of Science, Healthcare Management

Christopher Stauffer, AIF®, QPFC, CRPC Christopher Stauffer, AIF®, QPFC, CRPC Greater Philadelphia Area Details
Christopher Stauffer, AIF®, QPFC, CRPC's Brokerage Concepts, Inc. Experience January 2001 - January 2009
Job Retirement Plan Specialist at Valley Forge Asset Management
Industry Investment Management
Experience
Valley Forge Asset Management  October 2012 - Present
EHD Advisory Services   March 2010 - May 2012
Trion,  December 2009 - March 2010
Brokerage Concepts, Inc.   January 2001 - January 2009

Skills
Employee Benefits, Health Insurance, Life Insurance, Managed Care, Benefits Administration, Defined Contribution, Qualified Retirement..., Retirement, Relationship Management, 401k, Investments, Mutual Funds, 401k Rollovers, Retirement Planning, Health Savings Accounts, Disability Insurance, Insurance, Brokers, Underwriting

Education
Temple University   1996 — 2000
BBA, Risk Management/ Insurance and Finance

elizabeth dupon elizabeth dupon Moorestown, New Jersey Details
elizabeth dupon's Brokerage Concepts, Inc. Experience June 1995 - December 2010
Job hr benefits manager at camden city school district
Industry Human Resources
Experience
camden city school district  March 2013 - Present
Philadelphia Gas Works  August 2011 - January 2013
School District of Philadelphia  December 2010 - August 2011
healthnow administrative services   June 1995 - December 2010
Brokerage Concepts, Inc.   June 1995 - December 2010
cox green associates   1992 - 1995

Skills
use of excel and access..., working towards my CEBS..., excel at handling..., Benefits Administration, Management, Claim, Access, Insurance, Health Insurance, Program Management, Employee Benefits, Disability Insurance, HRIS, Training, Data Analysis, Human Resources, Analysis, Claims Management, Healthcare, Leadership, Brokers, Budgets, Medicare, Software Documentation, Employee Relations, Sales, Team Building, Managed Care, Vendor Management, Health Savings Accounts, Process Improvement, Workers Compensation, Performance Management, FMLA, COBRA, Customer Service, Strategic Planning, Recruiting

Education
La Salle University   1984 — 1988
bs finance, finance with risk management

Carla Casullo Carla Casullo Buffalo, New York Details
Carla Casullo's Brokerage Concepts, Inc. Experience March 2012 - Present
Job Regional Sales Director at Brokerage Concepts, Inc.
Industry Insurance
Experience
Brokerage Concepts, Inc.   March 2012 - Present
Casullos Automotive   February 2003 - March 2012
M&T Insurance Agency  February 2009 - September 2009
GHI  August 1995 - December 2003

Skills
Brokers, Sales, Underwriting, Life Insurance, Managed Care, New Business Development, Term Life Insurance, Commercial Insurance, Claim, Medicare

Education
Erie Community College   1985 — 1987
Marketing, Business/Marketing

Trocaire

Carolina. Tepper Carolina. Tepper Boyertown, Pennsylvania Details
Carolina. Tepper's Brokerage Concepts, Inc. Experience
Job Account Management Associate at Brokerage Concepts, Inc.
Industry Insurance
Experience
Brokerage Concepts, Inc.  

Skills
Health Insurance, Insurance, Account Management, Employee Benefits

Education
St. Joseph's University   1986 — 1990
Bachelor of Science, Marketing

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