CBIZ Special Risk Insurance Services, Inc.
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CBIZ Special Risk Insurance Services, Inc. Employees
Employee
Years
Job
Industry
Ray Tabaldo Ray Tabaldo's CBIZ Special Risk Insurance Services, Inc. Experience December 2008 - June 2010
Job Case Manager at LPL Financial
Industry Insurance
Experience
LPL Financial May 2013 - Present
CBIZ Life Insurance Solutions, Inc. June 2010 - February 2013
CBIZ Special Risk Insurance Services, Inc. December 2008 - June 2010
UCSD Psychology Department Cognitive Neuroscience Lab April 2005 - June 2008
Skills
Outlook, Insurance, Data Entry, Life Insurance, Customer Service, Psychology, Neuroscience, Policy, Payroll, Microsoft Excel, PowerPoint, Microsoft Word, New Business Development, Sales, Software Documentation, Case Managment, Microsoft Office, Interviews, Employee Benefits, Accounts Payable, Office Management, Budgets, Management, Account Management, Team Building, Event Planning, Training, Research, Time Management, Underwriting, Negotiation, Social Media, Software, Organizational..., Strategic Planning, Administrative..., Coordination, Human Resources, Spreadsheets, Employee Relations, Marketing Communications, Financial Services, Strategic Financial..., Customer Satisfaction, Case Management, Process Improvement, Term Life Insurance
Education
University of California, San Diego 2003 — 2008
BA, Psychology
LPL Financial May 2013 - Present
CBIZ Life Insurance Solutions, Inc. June 2010 - February 2013
CBIZ Special Risk Insurance Services, Inc. December 2008 - June 2010
UCSD Psychology Department Cognitive Neuroscience Lab April 2005 - June 2008
Skills
Outlook, Insurance, Data Entry, Life Insurance, Customer Service, Psychology, Neuroscience, Policy, Payroll, Microsoft Excel, PowerPoint, Microsoft Word, New Business Development, Sales, Software Documentation, Case Managment, Microsoft Office, Interviews, Employee Benefits, Accounts Payable, Office Management, Budgets, Management, Account Management, Team Building, Event Planning, Training, Research, Time Management, Underwriting, Negotiation, Social Media, Software, Organizational..., Strategic Planning, Administrative..., Coordination, Human Resources, Spreadsheets, Employee Relations, Marketing Communications, Financial Services, Strategic Financial..., Customer Satisfaction, Case Management, Process Improvement, Term Life Insurance
Education
University of California, San Diego 2003 — 2008
BA, Psychology
Connie Svoboda Connie Svoboda's CBIZ Special Risk Insurance Services, Inc. Experience March 2011 - Present
Job Account Executive at CBIZ Special Risk Insurance Services, Inc.
Industry Insurance
Experience
CBIZ Special Risk Insurance Services, Inc. March 2011 - Present
Summit Risk Management & Insurance November 2007 - March 2011
Fringe Benefit Analysis May 2006 - June 2007
Skills
Insurance, Account Management, Team Building, Health Insurance, Customer Service, Life Insurance, Budgets, New Business Development, Employee Benefits, Management, Operations Management, Sales, Microsoft Word, Microsoft Office, Leadership, Term Life Insurance, Training, Health Savings Accounts, Employee Relations, Sales Management
Education
Laramie County Community College
Riverton Wyoming
CBIZ Special Risk Insurance Services, Inc. March 2011 - Present
Summit Risk Management & Insurance November 2007 - March 2011
Fringe Benefit Analysis May 2006 - June 2007
Skills
Insurance, Account Management, Team Building, Health Insurance, Customer Service, Life Insurance, Budgets, New Business Development, Employee Benefits, Management, Operations Management, Sales, Microsoft Word, Microsoft Office, Leadership, Term Life Insurance, Training, Health Savings Accounts, Employee Relations, Sales Management
Education
Laramie County Community College
Riverton Wyoming
Heidi Walker Heidi Walker's CBIZ Special Risk Insurance Services, Inc. Experience March 1984 - Present
Job Vice President at CBIZ Special Risk Insurance Services, Inc.
Industry Insurance
Experience
CBIZ Special Risk Insurance Services, Inc. March 1984 - Present
Skills
Construction Industry..., Certified Insurance..., Commercial Insurance..., Contract Bonding, Liability, Commercial Insurance, Customer Service, Strategic Planning, New Business Development, Sales Management, Sales, Account Management, Negotiation, Microsoft Excel, Management, Outlook, Risk Management, Microsoft Word, Contract Management, Leadership, Team Building
Education
Missouri Western State University
CBIZ Special Risk Insurance Services, Inc. March 1984 - Present
Skills
Construction Industry..., Certified Insurance..., Commercial Insurance..., Contract Bonding, Liability, Commercial Insurance, Customer Service, Strategic Planning, New Business Development, Sales Management, Sales, Account Management, Negotiation, Microsoft Excel, Management, Outlook, Risk Management, Microsoft Word, Contract Management, Leadership, Team Building
Education
Missouri Western State University
Michelle Ridgle, MBA, MSC Michelle Ridgle, MBA, MSC's CBIZ Special Risk Insurance Services, Inc. Experience March 2011 - Present
Job Underwriting Specialist at CBIZ Special Risk Insurance Services, Inc.
Industry Insurance
Experience
CBIZ Special Risk Insurance Services, Inc. March 2011 - Present
California State University, Dominguez Hills 2013 - 2013
MHS Providence place October 2011 - June 2012
CBIZ Special Risk March 2011 - February 2012
igoe administrative services January 2010 - October 2010
Ahern Insurance Brokerage January 2007 - January 2009
Westland Insurance Brokerage January 2005 - January 2007
Marsh Risk & Insurance Service January 2003 - January 2005
AIG 2001 - 2003
AIG 2001 - 2003
Skills
Microsoft Excel, Insurance, Outlook, Customer Service, Team Building, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Building Relationships, Office Management, Training, Leadership
Education
University of Phoenix 2009 — 2012
Masters of Counseling, Marriage and Family Therapy/Counseling
Unversity of Phoenix 2008 — 2009
Masters, Business Administration
CBIZ Special Risk Insurance Services, Inc. March 2011 - Present
California State University, Dominguez Hills 2013 - 2013
MHS Providence place October 2011 - June 2012
CBIZ Special Risk March 2011 - February 2012
igoe administrative services January 2010 - October 2010
Ahern Insurance Brokerage January 2007 - January 2009
Westland Insurance Brokerage January 2005 - January 2007
Marsh Risk & Insurance Service January 2003 - January 2005
AIG 2001 - 2003
AIG 2001 - 2003
Skills
Microsoft Excel, Insurance, Outlook, Customer Service, Team Building, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Building Relationships, Office Management, Training, Leadership
Education
University of Phoenix 2009 — 2012
Masters of Counseling, Marriage and Family Therapy/Counseling
Unversity of Phoenix 2008 — 2009
Masters, Business Administration
Cami Cassidy Cami Cassidy's CBIZ Special Risk Insurance Services, Inc. Experience January 2004 - April 2008
Job Sales & Operations Manager at Seasonal Visions International
Industry Consumer Goods
Experience
Seasonal Visions International July 2014 - Present
Birkenstock USA, LP April 2013 - March 2014
Birkenstock USA, LP June 2009 - April 2013
Advanced Planning Services March 2008 - March 2009
CBIZ Special Risk Insurance Services, Inc. January 2004 - April 2008
Sysco September 2001 - October 2003
Adobe Creek Golf Club January 2001 - September 2001
Ingomar Club June 1998 - January 2001
Skills
Trade Shows, Inventory Management, Retail, Forecasting, Sales Operations, Merchandising, Sales, Shoes, Budgets, Sales Management, Wholesale, Trend Analysis, Apparel, Customer Service, Account Management, Pricing, New Business Development, Visual Merchandising, Sporting Goods, Outlook, Microsoft Office, Team Building, Event Planning, Purchasing, Operations Management, Microsoft Excel, Sales Analysis, Marketing, Management
Education
Santa Rosa Junior College
Associate of Arts and Sciences (A.A.S.), Psychology
Sonoma State University
Bachelor of Applied Science (BASc), Psychology
Seasonal Visions International July 2014 - Present
Birkenstock USA, LP April 2013 - March 2014
Birkenstock USA, LP June 2009 - April 2013
Advanced Planning Services March 2008 - March 2009
CBIZ Special Risk Insurance Services, Inc. January 2004 - April 2008
Sysco September 2001 - October 2003
Adobe Creek Golf Club January 2001 - September 2001
Ingomar Club June 1998 - January 2001
Skills
Trade Shows, Inventory Management, Retail, Forecasting, Sales Operations, Merchandising, Sales, Shoes, Budgets, Sales Management, Wholesale, Trend Analysis, Apparel, Customer Service, Account Management, Pricing, New Business Development, Visual Merchandising, Sporting Goods, Outlook, Microsoft Office, Team Building, Event Planning, Purchasing, Operations Management, Microsoft Excel, Sales Analysis, Marketing, Management
Education
Santa Rosa Junior College
Associate of Arts and Sciences (A.A.S.), Psychology
Sonoma State University
Bachelor of Applied Science (BASc), Psychology
Johnna Moorehead Johnna Moorehead's CBIZ Special Risk Insurance Services, Inc. Experience April 2012 - Present
Job Case Manager at CBIZ Special Risk Insurance Services, Inc.
Industry Insurance
Experience
CBIZ Special Risk Insurance Services, Inc. April 2012 - Present
CBIZ Special Risk Insurance Services, Inc. November 2009 - June 2012
AMN Healthcare April 2006 - March 2009
PETCO Animal Supplies, Inc. August 2004 - April 2006
Education
University of Phoenix-San Diego Campus 2004 — 2006
Bachelor of Science in Human Services, Psychology, Social Services, Social Work
San Diego State University-California State University 1999 — 2003
Bachelor of Science in Business Management, Human Resources, Business Administration/Management
CBIZ Special Risk Insurance Services, Inc. April 2012 - Present
CBIZ Special Risk Insurance Services, Inc. November 2009 - June 2012
AMN Healthcare April 2006 - March 2009
PETCO Animal Supplies, Inc. August 2004 - April 2006
Education
University of Phoenix-San Diego Campus 2004 — 2006
Bachelor of Science in Human Services, Psychology, Social Services, Social Work
San Diego State University-California State University 1999 — 2003
Bachelor of Science in Business Management, Human Resources, Business Administration/Management
Loretta Mendigo Loretta Mendigo's CBIZ Special Risk Insurance Services, Inc. Experience July 2004 - September 2012
Job Experienced Licensing Coordinator
Industry Insurance
Experience
CBIZ Special Risk Insurance Services, Inc. July 2004 - September 2012
Safeway January 1996 - December 1999
Skills
Insurance, Outlook, Customer Service, Microsoft Office, Software Documentation, Account Management, Underwriting, Microsoft Word, Licensing, Microsoft Excel, PowerPoint, Negotiation, Management, Budgets, Event Management, Benefits Administration, Team Building, Employee Benefits, Employee Relations, Operations Management, Claim
Education
Cora Doloroso 1992 — 1994
Associate's degree, Computer Secretarial
The Philippine Women's University 1984 — 1986
Associate's degree, Hotel, Motel, and Restaurant Management
CBIZ Special Risk Insurance Services, Inc. July 2004 - September 2012
Safeway January 1996 - December 1999
Skills
Insurance, Outlook, Customer Service, Microsoft Office, Software Documentation, Account Management, Underwriting, Microsoft Word, Licensing, Microsoft Excel, PowerPoint, Negotiation, Management, Budgets, Event Management, Benefits Administration, Team Building, Employee Benefits, Employee Relations, Operations Management, Claim
Education
Cora Doloroso 1992 — 1994
Associate's degree, Computer Secretarial
The Philippine Women's University 1984 — 1986
Associate's degree, Hotel, Motel, and Restaurant Management
Nathan Dorn Nathan Dorn's CBIZ Special Risk Insurance Services, Inc. Experience March 2011 - November 2012
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors November 2014 - Present
CBIZ Life Insurance Solutions, Inc November 2012 - October 2014
CBIZ Special Risk Insurance Services, Inc. March 2011 - November 2012
CBIZ Special Risk January 2007 - March 2011
Cooperative Development Services February 2004 - August 2006
Minnesota Department of Agriculture January 2002 - June 2003
Education
University of Minnesota-Twin Cities 1998 — 2003
B.S., Agricultural and Food Business Management/Marketing
Mariner Wealth Advisors November 2014 - Present
CBIZ Life Insurance Solutions, Inc November 2012 - October 2014
CBIZ Special Risk Insurance Services, Inc. March 2011 - November 2012
CBIZ Special Risk January 2007 - March 2011
Cooperative Development Services February 2004 - August 2006
Minnesota Department of Agriculture January 2002 - June 2003
Education
University of Minnesota-Twin Cities 1998 — 2003
B.S., Agricultural and Food Business Management/Marketing
Glen Coral Glen Coral's CBIZ Special Risk Insurance Services, Inc. Experience March 2009 - February 2012
Job President of Turning Point Wealth Strategies
Industry Financial Services
Experience
Turning Point Wealth Strategies June 2012 - Present
CBIZ Special Risk Insurance Services, Inc. March 2009 - February 2012
CBIZ Benefits & Insurance 1998 - 2009
Sigel Insurance Group 1982 - 1998
Skills
Estate Planning, Business Succession..., Buy-sell Agreements, Multi-generational..., Disability Insurance, Employee Benefits, Long Term Care Insurance, Retirement Planning, Non-Qualified Deferred..., Retirement Plan..., Fixed Annuities, Employer Retirement and..., Executive Benefits, Life Insurance Policy..., Life Insurance, Split Dollar, Charitable Planning
Education
The American College 1980 — 1983
CLU®, ChFC®, Insurance and Financial Consulting
Colby College 1976 — 1980
BA, Math, Economics
Dover-Sherborn Regional High School 1972 — 1976
Turning Point Wealth Strategies June 2012 - Present
CBIZ Special Risk Insurance Services, Inc. March 2009 - February 2012
CBIZ Benefits & Insurance 1998 - 2009
Sigel Insurance Group 1982 - 1998
Skills
Estate Planning, Business Succession..., Buy-sell Agreements, Multi-generational..., Disability Insurance, Employee Benefits, Long Term Care Insurance, Retirement Planning, Non-Qualified Deferred..., Retirement Plan..., Fixed Annuities, Employer Retirement and..., Executive Benefits, Life Insurance Policy..., Life Insurance, Split Dollar, Charitable Planning
Education
The American College 1980 — 1983
CLU®, ChFC®, Insurance and Financial Consulting
Colby College 1976 — 1980
BA, Math, Economics
Dover-Sherborn Regional High School 1972 — 1976
Matthew J. Steward Matthew J. Steward's CBIZ Special Risk Insurance Services, Inc. Experience May 2011 - September 2012
Job JD/MBA with legal, financial, fundraising and business development background in enterprise and educational settings
Industry Legal Services
Experience
Special Counsel August 2015 - Present
The John Marshall Law School September 2012 - June 2015
CBIZ Special Risk Insurance Services, Inc. May 2011 - September 2012
Northwestern Mutual August 2010 - April 2011
The John Paul II Newman Center at UIC July 2008 - October 2010
Menges & Molzahn, LLC August 2004 - September 2007
Illinois Attorney General’s Office June 2006 - August 2006
Bahama Breeze May 2002 - August 2003
UIC Campus Housing January 1997 - May 2001
State Senator Lisa Madigan’s Office January 2000 - May 2000
Skills
Legal Research, Insurance, Legal Writing, Estate Planning, Litigation, Corporate Law, Negotiation, Mediation, Commercial Litigation, Westlaw, Civil Litigation, Leadership, Immigration Law, Community Outreach, Nonprofits, Training, Management, Research, Employment Law, Event Planning
Education
Dominican University 2004 — 2007
MBA, Marketing, International Business
The John Marshall Law School 2003 — 2007
Juris Doctor, JD/MBA
University of Illinois at Chicago 1996 — 2001
Bachelor's, Politcal Science, Philosophy Minor
Conant 1992 — 1996
Diploma, General Education
Special Counsel August 2015 - Present
The John Marshall Law School September 2012 - June 2015
CBIZ Special Risk Insurance Services, Inc. May 2011 - September 2012
Northwestern Mutual August 2010 - April 2011
The John Paul II Newman Center at UIC July 2008 - October 2010
Menges & Molzahn, LLC August 2004 - September 2007
Illinois Attorney General’s Office June 2006 - August 2006
Bahama Breeze May 2002 - August 2003
UIC Campus Housing January 1997 - May 2001
State Senator Lisa Madigan’s Office January 2000 - May 2000
Skills
Legal Research, Insurance, Legal Writing, Estate Planning, Litigation, Corporate Law, Negotiation, Mediation, Commercial Litigation, Westlaw, Civil Litigation, Leadership, Immigration Law, Community Outreach, Nonprofits, Training, Management, Research, Employment Law, Event Planning
Education
Dominican University 2004 — 2007
MBA, Marketing, International Business
The John Marshall Law School 2003 — 2007
Juris Doctor, JD/MBA
University of Illinois at Chicago 1996 — 2001
Bachelor's, Politcal Science, Philosophy Minor
Conant 1992 — 1996
Diploma, General Education
Cean Davis Cean Davis's CBIZ Special Risk Insurance Services, Inc. Experience November 2008 - September 2012
Job Employee Benefits Account Manager & Independent Insurance/Real Estate Agent
Industry Insurance
Experience
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 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
Edward Belt Edward Belt's CBIZ Special Risk Insurance Services, Inc. Experience May 2012 - Present
Job Health benefits cost containment through hybrid funding and employee engagement
Industry Health, Wellness and Fitness
Experience
CBIZ Special Risk Insurance Services, Inc. May 2012 - Present
Skills
Life Insurance, Underwriting, Sales, Customer Service, Budgets, Event Planning, New Business Development, Financial Analysis, Microsoft Office, Social Media, Employee Relations, Insurance, Employee Benefits, Account Management, Strategic Planning, Disability Insurance, Leadership, Team Building, Training, Management, Health Insurance, Analysis
Education
Brown University 1974 — 1979
BS Health & Society, Health Policy & Economics
Brown University
CBIZ Special Risk Insurance Services, Inc. May 2012 - Present
Skills
Life Insurance, Underwriting, Sales, Customer Service, Budgets, Event Planning, New Business Development, Financial Analysis, Microsoft Office, Social Media, Employee Relations, Insurance, Employee Benefits, Account Management, Strategic Planning, Disability Insurance, Leadership, Team Building, Training, Management, Health Insurance, Analysis
Education
Brown University 1974 — 1979
BS Health & Society, Health Policy & Economics
Brown University
Emily (Woodward) Marino Emily (Woodward) Marino's CBIZ Special Risk Insurance Services, Inc. Experience January 2011 - April 2012
Job Director of Marketing and Corporate Communications
Industry Marketing and Advertising
Experience
American Associated Pharmacies (AAP) September 2014 - Present
CBIZ Life Insurance Solutions, Inc July 2009 - September 2014
CBIZ Life Insurance Solutions, Inc. April 2012 - May 2013
CBIZ Special Risk Insurance Services, Inc. January 2011 - April 2012
CBIZ Special Risk Insurance Services, Inc. July 2009 - January 2011
Spectrum Marketing, LLC September 2007 - July 2009
Skills
Graphic Design, Event Management, Marketing Communications, Market Research, Media Relations, HTML scripting, Manage Marketing Budget, Design Integrated..., Event Planning, Social Media, Corporate Branding, Social Media Marketing, Marketing, Analysis, Business Development, Email Marketing, Account Management, Strategy, Brand Development, Direct Mail, Direct Marketing, Brochures, Trade Shows, Integrated Marketing, Advertising, New Business Development, Marketing Strategy, Sales, Online Marketing, Brand Management, Brand Awareness, Marketing Management, Lead Generation, Management, Digital Marketing, Online Advertising, Strategic Planning, Product Marketing, Budgets, Leadership, Corporate Communications, Market Planning, Customer Service, Public Relations, Social Networking
Education
Chadron State College 2014 — 2016
Master of Business Administration (MBA)
University of Alabama 2003 — 2007
Bachelor of Science Degree, Marketing
American Associated Pharmacies (AAP) September 2014 - Present
CBIZ Life Insurance Solutions, Inc July 2009 - September 2014
CBIZ Life Insurance Solutions, Inc. April 2012 - May 2013
CBIZ Special Risk Insurance Services, Inc. January 2011 - April 2012
CBIZ Special Risk Insurance Services, Inc. July 2009 - January 2011
Spectrum Marketing, LLC September 2007 - July 2009
Skills
Graphic Design, Event Management, Marketing Communications, Market Research, Media Relations, HTML scripting, Manage Marketing Budget, Design Integrated..., Event Planning, Social Media, Corporate Branding, Social Media Marketing, Marketing, Analysis, Business Development, Email Marketing, Account Management, Strategy, Brand Development, Direct Mail, Direct Marketing, Brochures, Trade Shows, Integrated Marketing, Advertising, New Business Development, Marketing Strategy, Sales, Online Marketing, Brand Management, Brand Awareness, Marketing Management, Lead Generation, Management, Digital Marketing, Online Advertising, Strategic Planning, Product Marketing, Budgets, Leadership, Corporate Communications, Market Planning, Customer Service, Public Relations, Social Networking
Education
Chadron State College 2014 — 2016
Master of Business Administration (MBA)
University of Alabama 2003 — 2007
Bachelor of Science Degree, Marketing
Elaine Youngs Elaine Youngs's CBIZ Special Risk Insurance Services, Inc. Experience September 2007 - September 2008
Job Implementation Officer at Superior Planning, Inc.
Industry Financial Services
Experience
Superior Planning, Inc. May 2014 - Present
San Diego Based Financial Planning Firm December 2011 - May 2014
Underwriting Services of America July 2009 - June 2011
Advanced Planning Services September 2008 - July 2009
CBIZ Special Risk Insurance Services, Inc. September 2007 - September 2008
Triumph Management Co. February 2007 - June 2007
Blankinship and Foster, LLC June 2006 - September 2006
Law Office of Samuel Bransky October 2005 - February 2006
Blankinship and Foster, LLC June 2005 - September 2005
Skills
Microsoft Office, Windows, Quick Study, Attention To Detail, Critical Thinking, Good Sense of..., Creative Problem Solving, Continuing Education, Customer Service, Account Management, General Office Duties, Administrative Duties, Office Equipment, Time Management, Office Management, Administrative Work
Education
University of California, Los Angeles 2003 — 2007
BA, Economics, Global Studies
San Diego State University-California State University
Master of Business Administration (MBA)
Superior Planning, Inc. May 2014 - Present
San Diego Based Financial Planning Firm December 2011 - May 2014
Underwriting Services of America July 2009 - June 2011
Advanced Planning Services September 2008 - July 2009
CBIZ Special Risk Insurance Services, Inc. September 2007 - September 2008
Triumph Management Co. February 2007 - June 2007
Blankinship and Foster, LLC June 2006 - September 2006
Law Office of Samuel Bransky October 2005 - February 2006
Blankinship and Foster, LLC June 2005 - September 2005
Skills
Microsoft Office, Windows, Quick Study, Attention To Detail, Critical Thinking, Good Sense of..., Creative Problem Solving, Continuing Education, Customer Service, Account Management, General Office Duties, Administrative Duties, Office Equipment, Time Management, Office Management, Administrative Work
Education
University of California, Los Angeles 2003 — 2007
BA, Economics, Global Studies
San Diego State University-California State University
Master of Business Administration (MBA)
Kristie Paolozzi (Lear) Kristie Paolozzi (Lear)'s CBIZ Special Risk Insurance Services, Inc. Experience April 2005 - February 2007
Job Underwriter at Great American Insurance Company
Industry Insurance
Experience
Great American Insurance Company February 2007 - Present
CBIZ Special Risk Insurance Services, Inc. April 2005 - February 2007
Skills
Underwriting, Insurance, Property & Casualty..., Liability, Commercial Insurance, Surety Bonds
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
Bachelor of Science (BS), AgriBusiness
St. Francis High School 1993 — 1997
Great American Insurance Company February 2007 - Present
CBIZ Special Risk Insurance Services, Inc. April 2005 - February 2007
Skills
Underwriting, Insurance, Property & Casualty..., Liability, Commercial Insurance, Surety Bonds
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
Bachelor of Science (BS), AgriBusiness
St. Francis High School 1993 — 1997
Erin Bossemeyer's CBIZ Special Risk Insurance Services, Inc. Experience 2006 - Present
Job Commission Accounting at CBIZ
Industry Insurance
Experience
CBIZ Special Risk Insurance Services, Inc. 2006 - Present
CBIZ Special Risk Insurance Services, Inc. 2008 - 2009
CBIZ Special Risk Insurance Services, Inc. 2007 - 2008
CBIZ Special Risk Insurance Services, Inc. 2006 - 2007
Skills
Insurance, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Life Insurance, PowerPoint, Customer Service, Management, Budgets, Leadership
Education
Cal State San Marcos 2000 — 2005
BS, Mathematics
CBIZ Special Risk Insurance Services, Inc. 2006 - Present
CBIZ Special Risk Insurance Services, Inc. 2008 - 2009
CBIZ Special Risk Insurance Services, Inc. 2007 - 2008
CBIZ Special Risk Insurance Services, Inc. 2006 - 2007
Skills
Insurance, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Life Insurance, PowerPoint, Customer Service, Management, Budgets, Leadership
Education
Cal State San Marcos 2000 — 2005
BS, Mathematics
April Zusman's CBIZ Special Risk Insurance Services, Inc. Experience 2008 - Present
Job Case Manager Post Placement Policy Services
Industry Insurance
Experience
CBIZ October 2008 - Present
CBIZ Special Risk Insurance Services, Inc. 2008 - Present
Stewart Title 2004 - 2006
Alliance Residential Company 1996 - 2003
Skills
Insurance, Customer-focused, Close Attention to..., Relationship-building..., Life Insurance, Microsoft Office, Data Entry, Goal Oriented, Outstanding..., Team-oriented, Customer Service, Time Management, Policy, Outlook, Microsoft Excel, Employee Benefits, Microsoft Word, Underwriting, General Insurance, Critical Thinking, Training, Administrative..., Leadership, Administrative..., Sales
Education
Loma Learning 2009 — 2012
Life Insurance education, Life Insurance
Ashford University 2008 — 2011
Bachelor of Arts, Organizational Management
CBIZ October 2008 - Present
CBIZ Special Risk Insurance Services, Inc. 2008 - Present
Stewart Title 2004 - 2006
Alliance Residential Company 1996 - 2003
Skills
Insurance, Customer-focused, Close Attention to..., Relationship-building..., Life Insurance, Microsoft Office, Data Entry, Goal Oriented, Outstanding..., Team-oriented, Customer Service, Time Management, Policy, Outlook, Microsoft Excel, Employee Benefits, Microsoft Word, Underwriting, General Insurance, Critical Thinking, Training, Administrative..., Leadership, Administrative..., Sales
Education
Loma Learning 2009 — 2012
Life Insurance education, Life Insurance
Ashford University 2008 — 2011
Bachelor of Arts, Organizational Management
Jake Polster's CBIZ Special Risk Insurance Services, Inc. Experience 2011 - 2011
Job Assistant Operations Analyst, Data Management, Document Review, and Team Manager
Industry Writing and Editing
Experience
Summit Funding, Inc. May 2013 - August 2013
Wells Fargo Home Mortgage December 2009 - February 2011
CBIZ Special Risk Insurance Services, Inc. 2011 - 2011
Royalty Share, Inc. August 2008 - January 2009
Goal FInancial, LLC July 2006 - December 2007
Torrey Pines Club Corporation June 2000 - February 2004
Skills
Managing Database, Ad Hoc Reporting, Document Review, Creative Writing, Microsoft CRM, Microsoft Office, Database Design, Journalism, Editing, Team Management, Creation Of Training..., Train New Employees, Handle Confidential..., Work Independently with..., Interact with All..., High Pressure Situations, Managing Deadlines, Meticulous eye for..., Allegiance
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies, 3.5
Summit Funding, Inc. May 2013 - August 2013
Wells Fargo Home Mortgage December 2009 - February 2011
CBIZ Special Risk Insurance Services, Inc. 2011 - 2011
Royalty Share, Inc. August 2008 - January 2009
Goal FInancial, LLC July 2006 - December 2007
Torrey Pines Club Corporation June 2000 - February 2004
Skills
Managing Database, Ad Hoc Reporting, Document Review, Creative Writing, Microsoft CRM, Microsoft Office, Database Design, Journalism, Editing, Team Management, Creation Of Training..., Train New Employees, Handle Confidential..., Work Independently with..., Interact with All..., High Pressure Situations, Managing Deadlines, Meticulous eye for..., Allegiance
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies, 3.5