Combined Worksite Solutions
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Combined Worksite Solutions Employees
Gary Lambert and Company January 2015 - Present
Sam Houston State University January 2014 - May 2014
Liquid Minerals October 2008 - October 2010
Combined Worksite Solutions October 2005 - October 2008
AABCO Insurance May 2003 - September 2005
Gullo Ford October 1998 - May 2003
Skills
PowerPoint, Microsoft Office, Insurance, Sales, Employee Benefits, Health Insurance, Public Speaking, Customer Satisfaction, Life Insurance, Customer Service, Outlook, Team Building, Leadership, Training, Accounting, Microsoft Excel
Education
Sam Houston State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Lone Star College System 2010 — 2011
Associate of Arts (AA), Art/Art Studies, General
Combined Worksite Solutions July 2015 - Present
Western & Southern Life July 2014 - Present
H&R Block January 2014 - April 2014
CROSSMARK June 2012 - July 2013
Liberty Tax Inc September 2011 - April 2013
Leddy Group 2012 - 2013
KBW Financial Staffing and Recruiting September 2012 - November 2012
Lebanon College September 2010 - September 2011
Jackson Hewitt January 2010 - April 2010
Precision Valley Communications 2009 - 2010
Skills
Microsoft Excel, Software Documentation, Customer Service, PowerPoint, Microsoft Office, Accounting, Microsoft Word, Outlook, Data Entry, Access, Training, Data Analysis, Finance, Tax Preparation, AutoCAD, Project Planning, Analysis, Social Networking, Engineering, GIS, QuickBooks, Proposal Writing, Materials Testing, System Architecture, Editing, Quality Control, Life Insurance, Life & Health Insurance...
Education
Lebanon College 2010 — 2012
AS, Accounting
Pima Community College 1990 — 1993
Certificate, Computer Aided Drafting
University of Arizona 1980 — 1985
Bachelors Degree, Aerospace Engineering, 2.5
Mark T Sheehan High School 1976 — 1980
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Combined Worksite Solutions June 2015 - Present
Allstate Worksite BENEFITS / Allstate Insurance April 2013 - June 2015
Apex Restoration / DKI February 2011 - March 2013
COUNTRY Financial® February 2009 - February 2011
Alfa Insurance January 2004 - February 2009
Skills
New Business Development, Public Relations, Leadership, Team Building, Business Development, Sales, Proposal Writing, Social Networking, Marketing, Public Speaking, Contract Negotiation, Lead Generation, Account Management, Cold Calling, Employee Benefits, Insurance, Customer Service, Marketing Strategy, Small Business
Education
Faulkner University
Bachelor's Degree, Business Administration, 3.875 GPA
Madison Academy - 1988
High School
Combined Worksite Solutions September 2015 - Present
Global Green Insurance July 2011 - August 2015
Sharon Tube Co. September 1987 - July 2015
CUTCO Cutlery 1995 - 2015
Skills
Fixed Annuities, Retirement Planning, Retirement, IRAs, Life Insurance, Term Life Insurance, College Savings Plans, 401k Rollovers, Disability Insurance, Wealth Accumulation, Critical Illness, Whole Life, Long-term Care, Insurance, Health Insurance
Education
College of the Desert 1979 — 1980
Business Administration and Management, General
Asbury College 1972 — 1975
Business Administration and Management, General
Combined Worksite Solutions May 2015 - Present
Groupon October 2012 - June 2013
Aflac May 2011 - May 2012
Aflac December 2007 - April 2011
Aflac January 2005 - December 2007
Aflac January 2002 - June 2004
Skills
Disability Insurance, Employee Benefits, Cafeteria Plans, Accident, Flexible Spending..., Accident Insurance, 401k, Benefits Administration, Brokers, Cold Calling, Critical Illness, Fixed Annuities, Group Insurance, Health Insurance, Health Savings Accounts, Insurance, Leadership, Life Insurance, Long-term Care, Medicare, Sales, Sales Operations, Small Business, Term Life Insurance, Training, Voluntary Employee..., Whole Life, Workers Compensation, Health Care Reform, Licensed Life & Health..., Retirement, Universal Life, Customer Retention, Underwriting, Team Leadership
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
Bachelor of Science, Accounting
Combined Worksite Solutions May 2013 - Present
Education
Clemson University 1979 — 1982
Bachelor of Science (BS), Masters of Business Administration, Industrial Management
Combined Worksite Solutions August 2014 - Present
Blue Shield of California October 2002 - August 2011
Skills
Workers Compensation, Health Savings Accounts, Insurance, Life Insurance, Health Insurance, Disability Insurance, Managed Care, Brokers, Underwriting, Self-funded, Employee Benefits, Sales, Medicare, Long-term Care, Term Life Insurance
Education
California State University-Northridge 1982 — 1988
Bachelor of Arts (B.A.), Political Science and Government, 3.45
California State University-Northridge
Bachelor of Arts (B.A.) - Political Science
Peter Lyman Insurance Agency September 2011 - Present
Worksite Resources, LLC January 2001 - September 2011
Combined Worksite Solutions 2007 - 2009
American General Life and Accident 2001 - 2007
Colonial Life & Accident 1995 - 1997
Employee Benefit Services 1978 - 1986
Skills
Large case enrollment..., Brokers, Union, Insurance, Employee Benefits, Benefits, Workers Compensation, Payroll, Health Insurance, Disability Insurance, Group Benefits, Term Life Insurance, Dental, Consultative Selling, Long Term Care, Annuities, Accident, Enrollment Management, Fixed Annuities, Long-term Care, Life Insurance, Sales, Selling, Whole Life, Commercial Insurance, Property & Casualty..., Leadership, Management, General Insurance, Claim, Universal Life, Health Savings Accounts, Critical Illness, Legal Liability, Agents, 401k, Marketing, Retirement, Commercial Lines, Insurance Brokerage, Retirement Planning, Medicare, Long Term Care Insurance, Professional Liability, Underwriting, Umbrella Insurance, Reinsurance, Small Business, Dentistry, Casualty
Education
University of Colorado Boulder 1969 — 1971
BA, Marketing, History
Combined Worksite Solutions September 2014 - Present
Davids Bridal December 2013 - August 2014
Gary Miller Chrysler Dodge Jeep Ram September 2013 - December 2013
General Brokerage Agency September 2012 - July 2013
American Income Life Insurance Company January 2012 - August 2012
Skills
Sales, customer relations, Business Networking, Marketing, Customer Service, Leadership, Insurance, Team Building, Strategic Planning, Employee Benefits, Sales Management, Microsoft Word, PowerPoint, Health Insurance, Life Insurance, Account Management
Education
Gannon University 2009 — 2010
Associate's degree, Respiratory Care Therapy/Therapist
hollidaysburg area senior high
Combined Worksite Solutions March 2014 - Present
Colonial Life April 2009 - March 2014
MetLife 2006 - 2009
Skills
Series 7, Strategic Planning, Employee Benefits, Health Insurance, Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Accident, Whole Life, Critical Illness, Long-term Care, Sales, Health Savings Accounts, Brokers, Cafeteria Plans, Voluntary Employee..., Fixed Annuities, Universal Life, COBRA
Education
Louisiana State University
University of Louisiana at Lafayette
B. S. Business Administration, Human Resource Management
Combined Worksite Solutions March 2014 - Present
Colonial LIfe Insurance Co. January 2013 - March 2014
Colonial Life April 2011 - December 2012
Colonial Life January 2007 - April 2011
AFLAC 2002 - 2007
Universal Underwriters 1991 - 2005
First Extended December 1999 - December 2000
Southern Farm Bureau 1980 - 1982
Champion Development Group February 1978 - March 1980
Liberty National Life Insurance Company February 1979 - February 1979
Skills
Training Skills, Consultative Selling, Public Speaking, Body Language, Solution Selling, Sales Management, Direct Sales, Sales Process, Team Management, Team Building, Sales Recruitment, Product Marketing, Marketing Communications, Training, Life Insurance, Coaching, Insurance, Recruiting, Employee Benefits, HSA's, Medical Insurance, PPACA, Sales, Customer Service, Disability Insurance, Fixed Annuities, Team Leadership, Long-term Care, Management, Sales Operations, Negotiation, Small Business, Customer Satisfaction, Marketing Strategy, Employee Training, 401k, Underwriting, Health Savings Accounts, Health Insurance, Term Life Insurance, Accident Insurance, Sales Presentations, Affordable Care Act, Time Management, Selling, Cafeteria Plans, Brokers, Leadership, Strategic Planning, Account Management
Education
Mississippi State University 1970 — 1974
music education
Jackson Central High 1967 — 1970
Combined Worksite Solutions September 2014 - Present
Group Benefits Specialists May 2013 - Present
Mobifly May 2013 - September 2014
EmblemHealth July 2007 - May 2013
GHI April 1999 - 2008
GHI February 1998 - April 1999
Skills
Health Insurance, Medicare, Employee Benefits, Insurance, Managed Care, Health Insurance..., Operations Improvement, Operations Coordination, Operations Management, Operational Oversight, Operation Efficiencies, Service Management, Health Savings Accounts, Brokers, Healthcare Information..., Healthcare, Home Care, HMO, Health Care Reform, Disability Insurance, Customer Engagement, Customer Retention, Direct Sales, Long-term Care, Healthcare Industry, Mobile Applications, Network Development, Sales, Selling
Education
Ateneo de Manila University 1985 — 1990
Political Science
Manila Science High School
LI Insurance Inc. April 2009 - Present
Combined Worksite Solutions January 2009 - February 2012
Wachovia Securities May 2003 - September 2008
Skills
Brokers, Fixed Annuities, Dentistry, Direct Sales, Sales Management, Business Development, Marketing, Networking, Strategic Planning, Cold Calling, Selling, Sales, Term Life Insurance, Sales Process, Customer Service, Insurance
Education
Norfolk State University
Jeanne M Anderson April 2015 - Present
Florida Blue, Central Florida July 2012 - March 2015
Family Heritage January 2011 - February 2012
Combined Insurance July 2007 - January 2011
Combined Worksite Solutions January 2006 - July 2007
Aurora, Portage County, Summit County school October 2002 - January 2006
Connecticut Mutual, and Guardian Life Insurance Companies January 1989 - September 2005
BJ's Wholesale Club May 1992 - October 2002
New York State OMR/DD August 1972 - October 1984
Skills
New Business Development, Medicare, Long-term Care, Program Management, Health Insurance, Team Building, Negotiation, Public Speaking, Team Leadership, Healthcare, Accident, Medicare Advantage, Medicare Part D, Strategic Planning, Life Insurance, Licensed Life Insurance..., Insurance, Employee Benefits, Medicare Supplements, ACA Plans, Marketing, Annuity Sales, Indexed Annuities, Direct Sales, Supplemental Health, Fixed Annuities
Education
Walsh University 2004 — 2006
Graduate coursework, Education
New York State Internship OMR/DD 1972 — 1984
Social Work
Kent State University 1965 — 1972
Bachelor of Fine Arts Degree, Art Therapy; Education, and Psychology
Combined Worksite Solutions May 2012 - Present
QuoteBroker Insurance Services November 2005 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1984
BA, Business
Combined Worksite Solutions October 2012 - April 2013
Westlake Employee Benefits June 2002 - August 2012
Mutual of Omaha August 2000 - June 2002
HealthComp Administrators December 1998 - August 2000
PPO Alliance 1985 - 1998
Skills
Account Management, Health Insurance, Managed Care, Sales Management, Customer Service, Employee Benefits
Education
University of Notre Dame 1974 — 1978
Bachelors Business Administration, Marketing
Rose & Kiernan December 2013 - Present
Yanarella School of Dance November 1994 - Present
Combined Worksite Solutions May 2013 - December 2013
Combined Worksite Solutions May 2012 - December 2013
Combined Worksite Solutions May 2012 - December 2013
Marisa Gee June 2011 - May 2012
Paychex November 2009 - June 2011
Idearc Media January 2009 - November 2009
Corporate Wellness, Inc. October 2007 - September 2008
Flo-Tech, LLC September 2000 - June 2004
Skills
Cold Calling, Qualifying Prospects, Closing Deals, Sales Presentations, Sales Process, Salesforce.com, Telemarketing, Direct Marketing, territory management, Writing Skills, Direct Sales, Marketing Communications, Sales Prospecting, Accident Insurance, Health Insurance, Enrollment Management, Life Insurance, B2B eCommerce, Autoresponders, White Papers, B2B, Deal Closure, Sales, CRM, Sales Force Development, Selling, Customer Retention, Insurance, Lead Generation, Selling Skills, Account Management, Sales Operations, New Business Development, Solution Selling, Employee Benefits, Marketing, Small Business, Leadership, Training, Sales Management, Business Development, Team Building, Customer Satisfaction, Recruiting, Disability Insurance, Building Relationships, Coaching, Inside Sales, Social Networking, Email Marketing
Education
Penn State University 1989 — 1994
BA Arts, Integrative Arts
Our Lady of Lourdes, class of 1989 1985 — 1989
NYS Regents
Combined Worksite Solutions July 2014 - Present
Four Point HR August 2011 - October 2013
The Blanchard Agency May 2007 - July 2011
AFLAC July 1997 - December 2006
Colonial Life May 1991 - February 1997
Skills
Sales Management, Marketing Strategy, Recruiting, New Business Development, Business Turn-arounds, Salesforce Training, Cold Calling, Insurance, PEO, People Skills, Management, Workers Compensation, Small Business, Training, Human Resources, Benefits Administration, Payroll, Time Management, HRIS, Business Planning, Sales
Education
Lamar University 1974 — 1978
Marketing - Selling Skills and Sales Operations
iHeartMedia, Inc. October 2014 - Present
Combined Worksite Solutions July 2013 - October 2014
UBS Wealth Management and Professional Economic Growth Group 2007 - 2013
United Stations Radio Networks 2004 - 2006
Westwood One 1999 - 2003
Hearst Magazines 1990 - 1995
Campbell Soup Company 1986 - 1990
Skills
Insurance, Retirement Planning, Management, Strategic Financial..., Employee Benefits, Sales, Succession Planning, Finance, Wealth Management, Personal Finance, Small Business, Estate Planning, Risk Management, Mutual Funds, Investments, Digital Media, New Business Development, Mortgage Lending, Fixed Annuities, Financial Analysis, Series 7, Portfolio Management, Marketing Strategy, Marketing, Securities, Banking, Budgets, Wealth
Education
Purdue University
Combined Worksite Solutions July 2015 - Present
Combined Worksite Solutions August 2013 - Present
Combined Worksite Solutions January 1997 - Present
Combined Insurance September 2012 - May 2014
Combined Insurance March 2013 - August 2013
Liberty National Life Insurance Company April 2010 - September 2012
T-Cellular, Inc. January 2009 - May 2010
Category 5 July 2005 - January 2009
Skills
Insurance, CRM, Term Life Insurance, Health Insurance, Direct Sales, Life Insurance, Disability Insurance, Sales Presentations, Sales, Strategic Planning, Cold Calling, Recruiting, Whole Life, Employee Benefits, Sales Operations, Management, Training, Mentoring
Education
Broward College 1998 — 2001
Associate's degree, Psychology
J.P. Taravella high school
Combined Worksite Solutions May 2015 - Present
Aflac June 2014 - May 2015
Big Lots September 2013 - March 2014
Big Lots September 2012 - August 2013
Skills of Central Pennsylvania March 2009 - May 2010
Bell Socialization Services December 2006 - April 2009
Skills
PowerPoint, Facebook, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, SPSS, Data Analysis, Access, Research, Customer Service, Fundraising, Data Entry, Merchandising, Training, Critical Thinking, Statistics, Leadership, Team Building, Insurance, Sales, Event Planning
Education
Penn State University
Bachelor of Science (BS), Sociology
Stanley M. Davis & Co. Insurance Brokers 2015 - Present
Cheryl Meares Insurance October 2013 - Present
Self Employed July 2010 - Present
Combined Worksite Solutions May 2014 - March 2015
Over the Top Events July 2010 - March 2015
Moreau Catholic High School May 2013 - August 2013
Kaiser Permanente January 1989 - June 2010
Kaiser Foundation Health Plan/Hospitals May 1981 - January 1989
Skills
Fundraising, Event Management, Program Management, Strategic Planning, Social Networking, Community Outreach, Research, Newsletters, Coaching, Budgets, Editing, Non-profits, Event Planning, Staff Development, PowerPoint, Copywriting, Public Speaking, Microsoft Office, Advertising, Customer Service, Patient Advocacy, Graphic Design, Teaching, Entrepreneurship, Nonprofits, Sales, Time Management, Management, Leadership, Program Development, Volunteer Management, Public Relations, Social Media, Marketing Communications, Team Building, Marketing, Healthcare, Training, Employee Benefits, Insurance, Microsoft Word, Health Insurance, Human Resources
Education
UCLA Extension 2013 — 2014
Certification, HR Management
Chabot College 1975 — 1991
None, Business Administration Coursework, Maintained a 4.0 GPA in PACE Program
Kaiser Health Plan Institute 1981 — 2010
Various Certifications - See Below
Combined Worksite Solutions April 1986 - Present
Skills
Health Insurance sales, Life Insurance sales, Life Insurance, Health Insurance, Employee Benefits, Insurance, Commercial Insurance, Claim, Whole Life, Long-term Care, Benefits Administration, Term Life Insurance, Human Resources, Disability Insurance, Investments, Fixed Annuities, Workers Compensation, Property & Casualty...
Education
Michigan State University 1975 — 1979
bachlor, Telecommunications
Michigan State University
Bachelor's degree
Combined Worksite Solutions June 2013 - Present
Mutual of Omaha May 2010 - April 2013
Assurant Health August 2007 - December 2009
Wine Cellar LLC March 1999 - March 2006
Christian Brothers High School 1995 - 1998
St. Joseph High School 1990 - 1995
Skills
Life Insurance, Employee Benefits, Group Insurance, Long-term Care, Medicare, Sales, Small Business, Disability Insurance, Insurance, Process Improvement, Critical Illness, Term Life Insurance, Health Insurance, Team Building, Universal Life, Whole Life, Salesforce.com, Health Savings Accounts, Human Resources, Brokers, Retirement, Fixed Annuities, Voluntary Employee..., Employee Benefit...
Education
Delta State University 1986 — 1992
B.A., M.Ed., History
Christian Brothers High School
St. Joseph High School
Heffernan Insurance Brokers May 2015 - Present
J.W. Terrill October 2014 - Present
Combined Worksite Solutions September 2014 - October 2014
Humana January 2009 - July 2014
JetDirect Aviation August 2007 - January 2009
Mercer Health & Benefits October 1996 - August 2007
UnitedHealth Group 1992 - 1996
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Microsoft Word, Customer Service, Microsoft Excel, Benefits Administration, Microsoft Office, Brokers, Term Life Insurance, Life Insurance, Health Savings Accounts, Workers Compensation, Underwriting, Account Management, Sales, Strategic Planning, Management
Education
St Charles Community College 2015 — 2015
Personal Fitness Trainer Certification
Pattonville High School
ADT Home Security Alarm System June 2014 - Present
Combined Worksite Solutions June 2013 - January 2014
JPMorgan Chase January 2010 - March 2012
JPMorgan Chase March 2010 - February 2011
JPMorgan Chase August 2004 - March 2010
JPMorgan Chase January 2002 - August 2004
Skills
Interpersonal..., Problem Solving, Sales Presentations, Result Oriented, •Strong relationship..., •Ability to partner and..., •Strong organizational..., Series 7, Series 63, Life & Health Insurance..., Small Business, Business Planning, Consumer Lending, Cross Selling, Up-selling, Warm Calling, Face to Face..., New Account Acquisition, Training, Banking, Credit, New Business Development, Sales Management, Sales, Small Business Lending, Lines Of Credit, Customer Retention, Relationship Management, Financial Services, Retail Banking, Finance, Commercial Lending, Customer Satisfaction, Mortgage Lending, Commercial Banking, Loans, Credit Analysis, Business Relationship..., Residential Mortgages, Portfolio Management, Mutual Funds, Strategic Financial..., Investments, Financial Risk, Refinance, Merchant Services, Branch Management, Insurance, Cash Management, Bonds
Education
Nassau Community College
Associate of Arts (A.A.), Business Administration and Management, General
State University of New York College at Plattsburgh
Mass Communications
Combined Worksite Solutions May 2014 - Present
Self-Employed May 2002 - Present
Priority Mortgage November 2001 - July 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML, Budgets
Education
Lock Haven University of Pennsylvania 1997 — 1999
Bachelor of Arts (B.A.), Biology/Biological Sciences, Natural Science
East Stroudsburg University of Pennsylvania 1993 — 1995
Biology/Biological Sciences, General
Combined Worksite Solutions July 2013 - Present
Choice Benefits August 2008 - Present
Billerica Youth Soccer Association October 2013 - Present
Allegro Funding Corp December 2007 - December 2009
American Home Loans January 2000 - November 2007
East West Mortgage 1996 - 1998
Skills
Sales Management, Training, CRM, Business Process..., Sales Prospecting, Sales Process, Sales, Sales Operations, Sales Funnel..., Strategic Consulting, Employee Benefits, Strategic HR, Voluntary Employee..., Health Insurance, Coaching, Professional Mentoring, Needs Analysis, Benefits Negotiation, Recruiting, Account Management, Mortgage Lending, Leadership, Business Development
Education
Bentley University 1990 — 1992
University of Massachusetts Lowell 1992 — 1994
Billerica Memorial High School 1986 — 1990
Minuteman Health, Inc. January 2014 - Present
Combined Worksite Solutions September 2013 - December 2013
Small Business Insurance Agency September 2005 - August 2013
Small Business Service Bureau January 2002 - September 2005
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Sales, Health Savings Accounts, Vision Insurance, COBRA, Term Life Insurance, Underwriting, Health Care Reform, Life Insurance, Long Term Care Insurance, Voluntary Employee..., Property & Casualty..., Cafeteria Plans, Dentistry, Long-term Care, Legal Liability, Workers Compensation, Retirement Planning, Liability, 401k, Medicare, Estate Planning, SERFF
Education
Anna Maria College
Combined Worksite Solutions February 2013 - Present
BROOKLYN CHAMBERS 2013 - 2014
BROOKLYN CHAMBERS 2013 - 2014
Brooklyn Plaza Medical Center, Inc. 2013 - 2013
Brooklyn Plaza Medical Center, Inc. 2013 - 2013
Brooklyn Plaza Medical Center, Inc. 2013 - 2013
Brooklyn Plaza Medical Center, Inc. 2013 - 2013
Skills
Recruiting, New Business Development, Direct Sales, Customer Service, Disability Insurance, Sales Management, Account Management, Cold Calling, Accident, Term Life Insurance, Employee Benefits, Sales, Marketing, Insurance, Health Insurance, Customer Retention, Life Insurance, Leadership, Brokers
Education
Baruch College 2006 — 2008
Business
Combined Worksite Solutions August 2011 - Present
Insphere Insurance Solutions January 2011 - January 2012
NBG 2011 - 2011
AFLAC January 1999 - 2011
Skills
Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Brokers, Employee Benefits, Long-term Care, Fixed Annuities, Commercial Insurance, Workers Compensation, Whole Life, General Insurance, Medicare, Liability, Critical Illness, Umbrella Insurance, Accident, Health Savings Accounts, Sales, Universal Life, Long Term Care Insurance, Medicare Part D, Employment Practices..., Retirement Planning, Cafeteria Plans, Cold Calling, Group Insurance, Casualty, Flexible Spending..., Insurance Brokerage, Professional Liability, Reinsurance, Homeowners, Licensed Property &..., Licensed Life & Health..., Dentistry, Voluntary Employee..., Commercial Lines, Inland Marine, Retirement, IRAs
Education
University of Missouri-Columbia 1970 — 1972
BA, Sociology
Vianney High School 1964 — 1968
College Prep, Business
School Department in Providence, Pawtucket and Central Falls , RI September 2013 - Present
Marketstar August 2013 - Present
BDS Marketing November 2012 - Present
Combined Worksite Solutions February 2012 - September 2012
RadioShack November 1994 - October 2010
RadioShack November 1994 - September 2004
Skills
Disability Insurance, Sales Management, Store Management, Accident, Insurance, Life Insurance, Health Insurance, Cold Calling, Human Resources, Customer Satisfaction, Customer Retention, Account Management
Education
Rhode Island College 1970 — 1974
BA, English, Secondary Education
Combined Worksite Solutions January 2013 - Present
Custom Insurance Benefits March 2002 - January 2013
Skills
Insurance, Brokers, Employee Benefits, Term Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Life Insurance, Small Business, Whole Life, Accident, Universal Life, Fixed Annuities, Recruiting, Health Savings Accounts
Education
University of North Carolina at Wilmington 1982 — 1987
BS, Business/Marketing
Combined Worksite Solutions September 2010 - Present
Northern IL Better Business Bureau 2010 - 2013
National Bond and Trust 2004 - 2010
KMC Productions 1990 - 2010
Skills
Worksite Marketing, Account Management, Voluntary Benefits, Disability Insurance, Life Insurance, Health Insurance, Insurance, Cancer, Benefits Administration, Workers Compensation, Employee Relations, Brokers, Cold Calling, Long-term Care, Direct Sales, Sales Management, Sales Process, Term Life Insurance, Customer Retention, Sales, Selling Skills, Dentistry, New Business Development, Microsoft Office, Salesforce.com, Certified Trainer, Social Media Marketing, LinkedIn, Marketing, critical care insurance, Customer Satisfaction, Lateral Thinking, Account Executives, Underwriting, Sales Presentations, Team Building, Training, Strategic Planning, Customer Service, Leadership, Healthcare, Lead Generation, Contract Negotiation, B2B, Management, Business Development, Coaching, People Skills, Employee Benefits, Health Savings Accounts
Education
Bret Harte
Roosevelt University
EIS Group Ltd July 2014 - Present
EIS Group April 2014 - Present
Combined Worksite Solutions September 2011 - April 2014
Various Fortune 500 Companies February 2010 - August 2011
Follett Software Company July 2009 - December 2009
Mutual of Omaha November 2008 - July 2009
Trustmark Life Insurance Company January 2002 - November 2008
Trustmark Insurance November 1997 - November 2008
Trustmark Insurance June 1995 - December 1997
Skills
Insurance, Employee Benefits, Voluntary Employee..., Product Strategy, Product Management, Pragmatic Marketing..., Project Management, Consulting, Business Analysis, Change Management, Process Improvement, Due Diligence, Project Portfolio..., Leadership, Integration, Business Transformation, Product Marketing, Strategic Planning, Product Development, Contract Negotiation, Risk Management, Management, PMO, Vendor Management, Visio, MS Project, Life Insurance, Project Planning, Health Insurance, Budgets
Education
University of Notre Dame - Mendoza College of Business
Business Administration
University of Wisconsin-Parkside
Bachelor of Arts, English
Combined Worksite Solutions November 2013 - Present
SummitHRD.com September 1990 - Present
Business Development - Employer Group Benefit Plans 2003 - 2006
York Bank & Trust Company, New England Financial, Pennsylvania Pension Planners, Sharon S&L 1982 - 1990
Skills
Executive Coaching, Leadership Development, Strategic Planning, Small Business, Public Speaking, Team Building, Coaching, Business Strategy, Organizational..., Management Consulting, Writing, Business Planning, New Business Development, Entrepreneur, Customer Relations, Strategy Development, Business Management, Change Management, Team Leadership, Sales Management, Healthcare, Process Improvement, Problem Solving, Mergers, Marketing Strategy, Social Media, Strategy, Entrepreneurship, Management, Training, Customer Service, Marketing, Nonprofits, Consulting, Start-ups, Staff Development, Business Development, Fundraising, Advertising, Program Management, Public Relations, Strategic Partnerships, Online Marketing, Recruiting, Social Networking, Leadership, Sales, Account Management, Contract Negotiation, Lead Generation
Education
Loyola University Maryland 1982 — 1987
Master of Business Administration (M.B.A.), MBA - Financial Management
University of Maryland Baltimore County 1975 — 1979
Bachelor's, Health Science & Policy: Public Health Administration
Renaissance Dental May 2015 - Present
Combined Worksite Solutions May 2014 - May 2015
CS Group March 2007 - April 2012
Benefit Controls September 2006 - March 2007
Wachovia Insurance September 2005 - September 2006
Employee Benefit Services 2003 - 2004
Assurant Employee Benefits 2001 - 2003
Protective Life 1985 - 2003
Skills
Insurance, Employee Benefits, Marketing, Sales, Underwriting, Strategic Planning, Benefits Administration, Sales Management, Disability Insurance, Health Insurance, Account Management, Risk Management, Healthcare, Management
Education
University of Mississippi 1980 — 1984
BBA, Marketing
mountain Brook
Encharter Insurance April 2014 - September 2014
Combined Worksite Solutions October 2012 - April 2013
Liberty Mutual Insurance June 2010 - November 2012
Blue Cross Blue Shield of Massachusetts March 2006 - April 2009
Blue Cross Blue Shield of Massachusetts January 1997 - March 2006
Skills
Public Speaking, Training & Development, HR Consulting, Medicare, Product Development, Vendor Relations, Contract Negotiations, Annuities, Sales Liaison, Sales Process, Health Insurance, Employee Benefits, Brokers, Dental, Managed Care, Health Plans, Account Management, New Business Development, Consultative Selling, Customer Relations, Vendor Management, Team Building, Customer Service, Health Savings Accounts, Selling, Sales, Disability Insurance, Long-term Care, Healthcare, Management, Sales Operations, Leadership, Marketing, Program Management, Life Insurance, Insurance, Strategic Planning
Education
University of Massachusetts Boston 1984 — 1988
Bachelor of Science, Marketing
Combined Worksite Solutions June 2010 - Present
Quick Quotes Express March 2008 - May 2010
Sentry Insurance February 2007 - January 2008
Genworth Financial March 2004 - January 2007
Blue Cross and Blue Shield of Wisconsin / UWG January 2001 - February 2004
Anthem Blue Cross and Blue Shield April 1995 - October 2001
Education
Eastern Kentucky University
BBA
Lincoln Financial Distributors June 2014 - Present
Combined Worksite Solutions October 2013 - June 2014
Waddell and Reed Associates April 2013 - February 2014
Hartford Mutual Funds March 2012 - September 2012
Prudential Annuities April 2010 - January 2012
Capital Tax and Financial Services, Inc, February 2009 - September 2010
PLANCO/The Hartford Financial Services July 2007 - December 2008
PLANCO/The Hartford Financial Services January 2004 - July 2007
PLANCO/The Hartford Financial Services August 2001 - January 2004
Skills
Public Speaking, Helping people avoid..., Customer Service, Microsoft Excel, Insurance, Sales, Marketing, Finance, Management, Training, Investments, Leadership, Retirement, Fixed Annuities, Retirement Planning, Employee Benefits, Mutual Funds, Life Insurance
Education
Shippensburg University of Pennsylvania 1999 — 2000
Great Valley High School
Farmers Insurance January 2015 - Present
Combined Worksite Solutions July 2014 - Present
Combined Insurance June 2013 - Present
Allstate 2011 - Present
Skills
Sales, Customer Service, Marketing Strategy, Sales Operations, Cold Calling, Sales Management, Account Management, Insurance, Direct Sales, Selling, New Business Development, Marketing, Event Planning, Entrepreneurship, Customer Retention, Management, Employee Benefits, Sales Process
Education
Monroe Community College 2002 — 2004
Associate's degree in business and sales, Sales marketing and pharmaceuticals
Combined Insurance July 2008 - Present
Combined Worksite Solutions 2008 - 2015
Skills
Networking, Outlook, Financial Analysis, 401k, Insurance, Recruiting, Leadership, Employee Benefits, Disability Insurance
Education
University of Kentucky
BS, Business
Towngate Solutions Corp January 2015 - Present
Combined Worksite Solutions March 2014 - January 2015
Florida Empire LLC February 2011 - March 2013
Brite Trading International LLC February 2010 - February 2011
Skills
Planificación..., Negociación, Gerencia de ventas, Estrategia de..., Creación y desarrollo..., Estrategia empresarial, Mercadotecnia, Liderazgo de equipos, Liderazgo, Plan de negocio, Sales, Strategic Planning, Account Management, Customer Service, Leadership, Marketing, Negotiation
Education
Universidad Central de Venezuela 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Universidad Simón Rodríguez 1984 — 1990
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Red Dirt Benefits and Enrollment Solutions January 2013 - Present
Allstate June 2008 - January 2013
Allstate Benefits 2008 - January 2013
Combined Worksite Solutions 2002 - 2008
Oklahoma City Clinic 1991 - 1994
Skills
Insurance, Life Insurance, Underwriting, Health Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Employee Benefits, Brokers, Leadership, Fixed Annuities, General Insurance, Whole Life, Sales, Accident, Commercial Insurance, Health Savings Accounts, Property & Casualty..., Universal Life, Critical Illness, Casualty, Umbrella Insurance
Education
Mid America Christian University 2007 — 2009
Oklahoma State University 1986 — 1988
Combined Worksite Solutions March 2014 - Present
Medical Group Insurance Services September 2010 - June 2012
Insurance Network of Texas June 2009 - November 2010
Lockton Dunning Benefits July 2006 - March 2009
Trustmark Voluntary Benefit Solutions 2004 - 2006
Kemper National Services 1998 - 2000
Provident Life and Accident 1993 - 1995
Standard Insurance Company 1987 - 1993
Washington National Insurance Company 1975 - 1978
Skills
Insurance, Account Management, Employee Benefits, Life Insurance, Health Insurance, Brokers, Disability Insurance, Underwriting, New Business Development, Customer Service, Marketing, Negotiation, Risk Management, Health Care Reform, Leadership, Property & Casualty..., Customer Retention, Term Life Insurance, Workers Compensation, Team Building, Health Savings Accounts, Long-term Care, Sales, Group Insurance, Claim, Professional Liability, Casualty, Strategic Planning, Casualty Insurance
Education
Baylor University 1970 — 1974
BA, Business
Randolph High School 1966 — 1970
High School Diploma
Combined Worksite Solutions February 2015 - Present
Combined Worksite Solutions November 2013 - Present
American Income Life Insurance Company May 2013 - July 2013
Target 2010 - 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Employee Benefits, Human Resources, Data Entry, PowerPoint, Time Management, Windows, Administration, Outlook, Customer Satisfaction, Health Insurance, Insurance, Leadership, Life Insurance, Management, Sales, Team Building, Training
Education
Edinboro University of Pennsylvania 2009 — 2012
Bachelor of Science, Comprehensive Business Administration
Combined Worksite Solutions October 2012 - Present
United Insurance Specialists June 2012 - October 2012
Self Employed January 1995 - May 2012
Skills
Insurance, Life Insurance, Sales, Account Management, Disability Insurance, Sales Management, Term Life Insurance, Health Insurance, Customer Service, Brokers, Whole Life, Social Media, Salesforce.com, Cold Calling, Fixed Annuities, Music Industry, Management, Employee Benefits
Education
State University of New York 1999 — 2003
Bachelor of Science (BS), Music Performance, General
Berklee College of Music
Combined Worksite Solutions February 2015 - Present
Verizon Wireless February 2011 - July 2014
Edinboro University of Pennsylvania August 2008 - August 2010
Skills
Networking, Microsoft Office, Event Planning, Troubleshooting, Social Networking, Sales, Customer Service, Sales Presentations, Sales Management, Account Sales Strategies, Management, Team Building, Employee Benefits, Strategic Planning, Public Speaking, Leadership, Marketing, Insurance, Account Management, Life Insurance
Education
Edinboro University of Pennsylvania 2004 — 2008
Bachelor's degree, History, Political science, Spanish
Mercyhurst University
Mercyhurst University
Teletrac June 2014 - Present
Sales Partnership Inc/ American Express November 2012 - June 2014
Combined Worksite Solutions January 2012 - December 2013
Morrow Industries March 2011 - May 2012
MIKE CALVERT TOYOTA January 2010 - January 2011
Johnson Hobbs LLC January 1995 - January 2010
Skills
Cold Calling, Closing Deals, Sales Process, Sales Operations, Direct Sales, Sales Presentations, Salesforce.com, Customer Retention, Lead Generation, Selling, Qualifying Prospects, B2B, Account Management, Sales Management, Outside Sales, Management, Budgets, CRM, Sales, Networking, Contract Negotiation, Employee Benefits, Deal Closure, Negotiation, Strategic Planning, Start-ups, Team Building, Leadership, Business Development, Insurance, Small Business, New Business Development, Training, Solution Selling, Interviews, Building Relationships, Recruiting, Marketing Strategy, Social Networking, Coaching, Marketing Communications, Marketing, Customer Satisfaction, Public Relations, Nonprofits, Customer Service, Government, Strategic Communications
Education
The University of Texas at Austin 1982 — 1984
marketing
Texas A&M University-Kingsville 1980 — 1982
marketing
Combined Worksite Solutions July 2015 - Present
Shandon Baptist Church June 2014 - May 2015
Sports Trophies June 2007 - March 2012
Skills
ProPresenter, Grasp New Concepts..., Collaborative..., Social Skills, Computer Proficiency, Live Events, Post Production, Photoshop, Illustrator, Graphic Design, Portrait Photography, Creative Vision, Social Media, Macro Photography, Event Photography, PowerPoint, Word, Excel, Detail Orientation, Customer Satisfaction, Creative Writing, Feature Writing, Typing, Documentation, Facebook, Microsoft Excel, Photography, Social Networking, Editing
Education
The Art Institute of Austin 2009 — 2010
Photography
The Art Institute of Charleston 2008 — 2009
Photography
ProHealth Care April 2015 - Present
JellTech Consulting November 2014 - April 2015
ManpowerGroup October 2012 - November 2014
GlobalSource IT 2006 - October 2012
Randstad 2004 - 2007
Combined Worksite Solutions 2000 - 2004
Combined Worksite Solutions 2000 - 2004
Combined Worksite Solutions 2000 - 2004
Combined Worksite Solutions 2000 - 2003
Tweet Garot Mechanical 1992 - 1998
Skills
Oracle, SAP, PeopleSoft, ERP, Internet Recruiting, Technical Recruiting, Movex, Screening, Talent Acquisition, Human Resources, Leadership, Business Intelligence, Recruiting, Consulting, Staff Augmentation, Business Analysis, ABAP, Cold Calling, Interviews, Executive Search, Resource Management, CRM, SAP BW, Vendor Management, Benefits Negotiation, Talent Management, Team Management, IT Recruitment, Business Process, HRIS, College Recruiting, Applicant Tracking..., Temporary Placement, SAP HR, Staffing Services, JD Edwards, Temporary Staffing, Oracle E-Business Suite, Business Objects, Screening Resumes, Employee Relations, SAP Netweaver, Sourcing, Permanent Placement, Contract Recruitment, Career Counseling, Onboarding, Strategic Sourcing, SAP ERP, E-recruitment
Education
Carthage College 1996 — 2000
Business Administration, Marketing and Spanish
Notre Dame De La Baie Academy 1992 — 1996
CROSSMARK February 2015 - Present
JMA Services March 2013 - Present
Rent Recovery Solutions January 2014 - April 2014
Combined Worksite Solutions October 2013 - January 2014
Cherokee Ford Lincoln of Alpharetta May 2013 - September 2013
The Mayo Agency March 2013 - May 2013
GA Retail and GA Thrift Stores June 2007 - December 2012
Skills
Customer Service, Cashiering, Cash Management, Accounting, Management, Inventory Management, Retail, Retail Sales, Organization, Sales Operations, Training, Employee Training, Transportation, Business Planning, Typing, Human Resources, Inventory Control, Purchasing, Operations Management, Sales Management, Sales, Internet, Collections, Microsoft Excel, Microsoft Word, Lotus Notes, Loss Prevention, Automotive, Automobile, Promotions, Commercial Insurance, Insurance, Inspection, Property & Casualty..., Life Insurance, Health Insurance, General Insurance, Profit
Education
St. Francis Xavier University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance
Combined Worksite Solutions January 2012 - Present
Billy Graham Enterprises January 2003 - January 2012
Golenbock, Eiseman, Assor, Bell & Peskoe LLP January 1998 - January 2001
Skills
Legal Assistance, Legal Writing, Litigation, Westlaw, Civil Litigation, Litigation Support, Courts, Corporate Law, Commercial Litigation, Pleadings, Document Review
Education
Marymount Manhattan College
B.S, Business
Saint Michaels Academy
Regents Diploma
Combined Worksite Solutions May 2012 - Present
Combined Worksite Solutions September 2008 - Present
Americay Mortgage Co. LLC February 1999 - September 2008
Skills
Health Insurance, Employee Benefits, Disability Insurance
Education
Salem State University
BACHELORS DEGREE, Business
Combined Worksite Solutions April 2012 - Present
Transamerica Worksite Marketing (TFLIC) May 2008 - January 2012
iINSURE AGENCY OF NY, LLC January 2006 - April 2008
TALAVARA February 2004 - January 2006
Independent Benefit Services 2000 - 2004
USLife - American General 1994 - 2000
Empire Blue Cross Blue Shield 1992 - 1994
Skills
Sales, Sales Management, Sales Process, Sales Presentations, Direct Sales, Computers, Technology, People Skills, Entrepreneurship, Travel, Mountain Biking, Ski, Golf, Term Life Insurance, Long-term Care, Strategic Planning, New Business Development, Health Insurance, Employee Benefits, Insurance, Leadership, Strategic Financial..., Disability Insurance, Life Insurance
Education
University of Hartford 1985 — 1989
BSBA, Insurance/Finance
Paychex Inc. July 2012 - Present
Combined Worksite Solutions October 2008 - June 2012
Snap TV, Inc January 2005 - January 2007
Activision Inc January 1999 - January 2005
Allen Foods Inc January 1997 - January 1999
Skills
Cold Calling, Sales Operations, New Business Development, Business Development, Supply Chain
Education
University of Missouri-Columbia
Bachelor's degree, Business, Psychology
Combined Worksite Solutions June 2014 - Present
Wedding Gown Preservation Co. February 2001 - May 2014
Skills
Bridal Showers, Marketing, Trade Shows, Event Management, Event Planning, Wedding Planning, Weddings, Apparel, Social Networking, Fashion, Retail, Customer Service, Social Media Marketing, Advertising, Social Media, Employee Benefits, Team Building, Sales Management, Sales, Account Management
Education
Davis College 1982 — 1983
Women's Ministry
Combined Worksite Solutions April 2014 - Present
Aflac March 2004 - Present
Wyle Electronics September 1989 - September 2003
Gould Hardware June 1983 - August 1989
Skills
Whole Life, Sales/Marketing..., Inside Sales, Account Management, Customer Presentations, Customer Needs Analysis, Leads Development, New Product Intro, Insurance, Multi-sites, Bids/Proposals, Claims Administration, Training/Coaching, Conflict Resolution, TQM, Product Development, Sales, Sales Management, Management, Leadership, New Business Development, Team Building, Strategic Planning, Customer Service, Product Marketing, Cross-functional Team...
Education
DeVry University Phoenix 1980 — 1982
Electronic Tech, Electronics, 3.6
Clean It Green Professional Carpet Cleaners June 2012 - Present
E2E Benefit Services October 2010 - September 2012
Fogo Data Centers November 2011 - January 2012
Combined Worksite Solutions February 2010 - November 2010
Toshiba Business Solutions September 2008 - June 2009
PointClear February 2008 - September 2008
Combined Worksite Solutions October 2004 - February 2008
Mega Life & Health June 2002 - October 2004
Premier Financial Group December 2001 - June 2002
CBeyond Communications September 2000 - November 2001
Education
Georgia Institute of Technology 1992 — 1997
Bachelors, Industrial & Systems Engineering
Combined Worksite Solutions October 2013 - Present
Combined Insurance April 2012 - Present
Career Agent September 2011 - April 2013
Independent agent with Aflac April 2010 - October 2011
Skills
Insurance, Employee Benefits, Term Life Insurance, Small Business, Health Insurance, Disability Insurance, Brokers, Property & Casualty..., Accident, Life Insurance, Team Building, Health Savings Accounts, Universal Life, Cafeteria Plans, Long-term Care, Fixed Annuities, Travel Planning, Microsoft Office, Customer Service, Annuities, Retirement, Seniors, Long Term Care, Critical Illness, Cold Calling, Sales, Account Management, Recruiting, Licensed Life & Health..., Customer Retention, Microsoft Word, Whole Life, General Insurance, Microsoft Publisher, Typing, Online Advertising, Marketing Communications
Education
Eastern Kentucky University 2007 — 2010
Bacheolors, History
Big Sandy Community and Technical College 2004 — 2007
AA, Liberal Arts
Combined Worksite Solutions April 2015 - Present
Rest Haven Schuylkill County Nursing Home April 2000 - April 2013
Skills
Sales, Account Management, Insurance, Marketing, Employee Benefits, New Business Development, Sales Management, Sales Presentations, Direct Sales, Salesforce.com, Life & Health Insurance..., Disability Insurance, Voluntary Employee..., Customer Service
Education
Pennsylvania State University-Penn State Schuylkill 1985 — 1987
Registered Nursing/Registered Nurse, 3.4 avg
Blue Mountain High School 1982 — 1985
High School, College Prep, Graduated 4th out of 350+
PreScouter, Inc. April 2015 - Present
Combined Worksite Solutions September 2013 - April 2015
eQuest December 2012 - July 2013
ROI Construction October 2004 - October 2012
Mintel 2007 - 2008
CareerBuilder.com 2006 - 2007
Azavar Technologies June 2004 - July 2006
GCG Financial January 2003 - November 2003
Prudential Financial September 1999 - September 2002
Prudential Financial June 1998 - September 1999
Skills
Market Research, Competitive Analysis, New Business Development, B2B, Sales, Job Posting Analytics, OFCCP, Job Performance..., Job Posting Optimization, Social Recruiting, Recruiting Efficiencies, Strategic Planning, Sales Management, Recruiting Analytics, Sales Operations, Contract Negotiation, Project Management, Analysis, Management, Business Intelligence, Competitive Intelligence, Leadership, Customer Insight, Account Management, Marketing Research, Recruiting, Solution Selling, Sales Process, Online Marketing, SEM, Negotiation, SaaS, Analytics, Applicant Tracking..., Business Development, Strategy, Sourcing, Strategic Partnerships, Consulting, Lead Generation, Training, Salesforce.com, Voluntary Employee..., Employee Benefits, Personal Financial..., Strategic Financial..., Financial Services, Global Workforce, Compensation & Benefits..., Benefits Design
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor’s Degree, Economics
Combined Worksite Solutions February 2014 - Present
JIS Benefit Consulting June 1998 - Present
Colonial Life August 2005 - February 2014
AIG / American General November 2000 - August 2005
ONA / Principal Financial Group May 1998 - July 2000
Skills
Disability Insurance, Voluntary Employee..., Health Insurance, Life Insurance, Sales Presentations, Marketing, Accident Insurance, Benefit Communication, Flexible Spending..., Networking, Group Insurance, Account Coordination, Section 125 Plans, Qualifying Prospects, Team Leadership, Superior Sales Skills, Benefit Enrollment, Customer Satisfaction, Broker Partnerships, Sales Training and..., Supplemental Insurance, Hockey Referee, Salesforce CRM
Education
Gannon University 1983 — 1987
B.S., Business Administration
North Hills High School 1980 — 1983
Combined Worksite Solutions July 2012 - Present
L.B.H. Insurance, LTD. & L.B.H. Consulting May 2000 - July 2012
UNUM/Colonial Life October 2005 - October 2011
Innovative Financial Solution, Inc. January 2001 - December 2010
Western Souther Financial January 2001 - January 2002
Cabletron Systems August 1995 - January 2001
DeJaiz January 1990 - August 1995
Skills
Sales Management, New Business Development, Team Building, Customer Satisfaction, Strategic Planning, HR Consulting, Management Consulting, Talent Acquisition, Broker Development and..., Product Marketing, Employee Benefits..., Finance and Banking, Insurance, Executive Sales..., Selling Skills, Management, Recruiting, Sales Operations, Sales, Training, Entrepreneurship, Employee Benefits, Account Management, Cold Calling, Direct Sales, Leadership, Business Development, Customer Retention, Sales Presentations, Marketing
Education
University of Phoenix 2010 — 2016
Doctorate, Business Management
Gannon University 2000 — 2002
Masters, Clinical Psychology
Gannon University 1990 — 1994
Bachelor, Psychology
Ricaedia LLC 2010 - 2014
Atlantis Health Plan 2009 - 2009
Combined Worksite Solutions 2009 - 2009
Guardian Life Insurance Company 2006 - 2008
HIP Health Plan of NY 1991 - 2006
Skills
Health Insurance, Insurance, Managed Care, Employee Benefits, Sales, Disability Insurance, Medicare, Management, Strategic Planning, Health Savings Accounts
Education
Stony Brook University
Bachelor's Degree
Combined Worksite Solutions February 2009 - Present
Skills
Insurance, Employee Benefits, SDLC, Underwriting, Requirements Analysis, Life Insurance, Business Analysis, Health Insurance, Property & Casualty..., Workers Compensation, Brokers, Disability Insurance, Term Life Insurance, General Insurance, Strategic Planning, Claim, Account Management, Commercial Insurance, Long-term Care, Risk Management
Education
Georgetown University 1976 — 1980
Bachelor of Science in Foreign Service, Concentration - Middle East
Combined Worksite Solutions January 2015 - Present
WellCare September 2007 - August 2010
Humana February 2006 - September 2007
Skills
Medicare Supplements, Strategic Planning, Medicare, Disability Insurance, Team Building, Medicare Part D, Health Insurance, Leadership, Managed Care
Education
Dillard University 1972 — 1976
BA, Business
Champion Consultants September 2015 - Present
Combined Worksite Solutions November 2013 - August 2015
FCL Dental January 2011 - November 2013
Aflac August 2008 - September 2010
Skills
Commercial Insurance, Brokers, Cold Calling, Insurance, Customer Service, Dentistry, Sales, Cafeteria Plans, Small Business, Disability Insurance, Account Management, Employee Benefits, Sales Management, Microsoft Office, New Business Development, Voluntary Employee..., Accident Insurance, Critical Illness, Group Insurance, Sales Presentations, Selling, Life Insurance
Education
Benedictine College 2002 — 2007
Bachelor of Business Administration (B.B.A.)
Clayton High School
Combined Worksite Solutions January 2015 - Present
Lincoln Heritage 2010 - 2014
Blue Cross Blue Shield of Florida 2008 - 2010
Education
Florida State University - College of Business 1977 — 1979
BS, Hotel and Restaurant Administration
Combined Worksite Solutions July 2014 - Present
AIG Benefit Solutions May 2005 - July 2014
Allstate Workplace Division December 2002 - May 2005
Skills
Sales, Product Marketing, Employee Benefits, Strategy, Insurance, Leadership, New Business Development, Account Management, Sales Management, Life Insurance, Health Insurance, Strategic Planning, Disability Insurance, Team Building
Education
University of South Florida 1983 — 1988
BA, Economics
Barron Industries 2015 - Present
Barron Industries 2005 - 2014
Combined Worksite Solutions 2002 - 2005
ADP Total Source 2000 - 2002
Adair Printing Technologies 1996 - 2000
Michigan Association of CPAs 1990 - 1996
Skills
New Business Development, Automotive, Manufacturing, Purchasing, Sales Operations, Six Sigma, Engineering, Program Management, Continuous Improvement, Logistics, Sales, Aerospace, Marketing, Management, Business Development
Education
Eastern Michigan University 1985 — 1990
Bachelors Business Administration
Intel Corporation May 2013 - Present
Pacific Prosperity Group, LLC October 2011 - Present
Combined Worksite Solutions August 2012 - November 2012
Suntron Corporation June 2000 - June 2009
EFTC 1998 - 2000
Current Electronics Inc 1995 - 1998
Tektronix 1973 - 1995
Skills
Annuities, Long-term Care, Medicare, Team Building, Contract Negotiation, Customer Service, Problem Solving, Insurance, Microsoft Office, Health Insurance, Training, Employee Benefits, Project Management
Education
University of Portland 1989 — 1992
BA
Linfield College 1971 — 1973
Pre-Med
Cross Insurance June 2014 - May 2015
Combined Worksite Solutions November 2013 - June 2014
AAA Northern New England January 2010 - October 2013
Williams-Sonoma, Inc. April 2007 - November 2007
Gap Inc. August 1994 - April 2007
Skills
Life Insurance, Health Insurance, Property & Casualty..., Insurance, Customer Service, Sales, Sales Management, Marketing, Time Management, Training, Management, Retail, Leadership, Visual Merchandising, Store Management, Merchandising, Loss Prevention, Account Management, Team Building, Human Resources, New Business Development, Customer Satisfaction, Customer Retention
Education
Radford University 1996 — 2000
Bachelor of Business Administration (BBA), Marketing/Public Relations
Hayfield Secondary School 1990 — 1996
High School Diploma
City of New Rochelle June 2014 - Present
Combined Worksite Solutions November 2013 - May 2014
Aflac August 2012 - October 2013
Candid Litho March 2011 - October 2013
Candid Litho March 2011 - September 2012
Peeq Media, LLC August 2009 - February 2011
Peeq Media LLC August 2009 - February 2011
Cosmos Communications November 2008 - August 2009
Litho-Art/Cosmos Communications October 1999 - August 2009
Litho-Art October 1999 - November 2008
Skills
Direct Mail, Offset Printing, Variable Data Printing, Marketing, Sales, Print On Demand, Image Manipulation, Photography, Budgets, Retail, Bindery, Employee Benefits
Education
Fordham University 1973 — 1977
BPA, Public Administration
Fordham University 1973 — 1977
Bachelors of Public Administration, Political Science and Government
Combined Worksite Solutions March 2013 - Present
Combined Worksite Solutions July 2011 - March 2013
Combined Worksite Solutions December 2000 - June 2011
Skills
Benefits, Employee Benefits, Onboarding, FMLA, HRIS, Talent Acquisition, Open Enrollment, Orientation, Interviewing, Employee Relations, COBRA, Labor Relations, Recruitment/Retention, PeopleSoft, Hiring, New Hire Orientation, FLSA, Job Descriptions, Applicant Tracking..., Technical Recruiting, Job Analysis, Insurance, College Recruiting, Performance Appraisal, HR Policies, Recruiting, Workers Compensation, Training, New Hire Orientations, Interviews, Human Resources, Sourcing
Education
Colorado Technical University 2006 — 2008
BS, Business Administration
Villanova University 2009 — 2010
Master Certificate, Human Resources Management
(if) International Foundation of Employee Benefits
Benefits and Compensation
Combined Worksite Solutions Team leaderCombined Worksite Solutions2007 - 2009
Rockford Register Star April 2007 - July 2007
Aon/Combined Worksite Solutions 1995 - 2004
Chatfield Dean Investment Banker July 1989 - 1993
Tele-Art Securities (HK) Ltd. March 1986 - July 1989
Education
Metropolitan State University of Denver 1976 — 1980
B.S. Mkt, Marketing, Finance & Economics
Combined Worksite Solutions October 2013 - Present
Golden Horse Farm August 1999 - Present
Envoy Mortgage May 2009 - May 2010
National City Mortgage October 2004 - October 2007
Skills
Mortgage Banking, Underwriting, Loans, Banking, Health Insurance, Mortgage Lending, FHA, FHA financing, Customer Service, Funding, Refinance, USDA, Life Insurance, Direct Sales, Disability Insurance, Accident Insurance, Investments, Insurance, Employee Benefits, Retirement, Retirement Planning, Mortgage Underwriting, Selling, Small Business, Sales, Sales Management, Team Building, Budgets, Strategic Planning
Education
Kent State University 1969 — 1970
Music Education
Combined Worksite Solutions April 2003 - 2012
Skills
Long Term Care Insurance, Accident, Brokers, Disability Insurance, Customer Retention, Employee Benefits, Health Insurance, Investments, IRAs, Life Insurance, Management, Marketing, Retirement Planning, Small Business, Selling, Term Life Insurance, Underwriting, Universal Life, Whole Life, Mutual Funds, Medicare, Critical Illness, Group Medical, Sales Management, Dentistry, Cafeteria Plans, Business Development
Education
BOSTON UNIVERSITY 1979 — 1984
Bachelor's Degree, Marketing & Business Administration
Boston University 1979 — 1984
BS, Marketing & BUSINESS ADMINISTRATION
US Health Associates May 2015 - Present
Hodges Mace December 2013 - Present
Worksite solutions November 2013 - Present
Colonial Life January 2013 - Present
Combined Worksite Solutions November 2014 - April 2015
Liberty University Online January 2010 - June 2014
Hardee Senior High School 2008 - 2010
Hilton Head Island High Schools 2003 - 2007
Skills
Music Education, Composition, Conducting, Band, Music Theory, Ensemble, Classical, Teaching, Jazz, Contemporary Music, Sibelius, Performing Arts, Sight Reading, Music Performance, Music Technology, Marching, Concerts, Arts Administration, Enrollment Services, Health Insurance, Voluntary Benefits, Life Insurance, Claim Management, Disability Insurance, Term Life Insurance, Whole LIfe Insurance, Universal Life, Fixed Annuities, Voluntary Employee..., HIPAA, Team Management, Project Mangement, Communication Skills, Employee Benefits, Insurance, Leadership, Assurance, Employee Engagement, Bands, Customer Service, Public Speaking, Team Building, Training, Event Planning, Microsoft Office, Benefits Administration, Music, Orchestral Music, Management, Sales
Education
Liberty University 2010 — 2014
Doctor of Education (EdD), Curiculum and Instruction
Auburn University 1976 — 1978
MS Ed, Music education
Combined Worksite Solutions August 2015 - Present
Colonial Life 2009 - 2014
Colonial Life 2007 - 2009
Shaw Industries January 2005 - September 2007
Shaw Industries 2001 - 2005
Skills
Cold Calling, Employee Benefits, Insurance, Health Insurance, Sales Management, New Business Development, Account Management, Direct Sales, Sales, Life Insurance, Sales Process, Disability Insurance, Sales Presentations, Salesforce.com, B2B, Brokers, Team Building, Customer Retention, Workers Compensation, Recruiting, Health Savings Accounts, Selling, Term Life Insurance, Long-term Care, Accident, Fixed Annuities
Education
California State University-Chico 1997 — 2001
Bachelor of Science, Business
Western & Southern Life October 2007 - Present
Western & Southern Life May 2006 - October 2007
Combined Worksite Solutions February 2004 - March 2006
MetLife August 1995 - February 2001
Skills
Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Fixed Annuities, Securities, Employee Benefits, Risk Management, Financial Services, Wealth Management, Series 63, Mutual Funds, Relationship Management, IRAs, Financial Planners, Leadership, Underwriting, Retirement, Retirement Planning, Long-term Care, Life Insurance, Series 6, Whole Life, 401k, Strategic Financial..., Critical Illness, Universal Life
Education
Roosevelt University 2005 — 2007
MBA, FINANCE
Roosevelt University 2002 — 2004
BPS, Finance
Combined Insurance January 2014 - Present
Combined Worksite Solutions October 2010 - Present
ACE Group 1994 - December 2013
Skills
Insurance, Disability Insurance, Life Insurance, Sales Management, Sales, Cold Calling, Recruiting, Training, Coaching, Whole Life, Brokers, Customer Retention, Business Strategy, Commercial Insurance, Term Life Insurance, Leadership Development, Direct Sales, General Insurance, Health Insurance, Employee Benefits, Microsoft Office, Strategic Planning, Microsoft Excel, Customer Service, New Business Development, Account Management, Team Building, Sales Presentations, Negotiation, Underwriting, Marketing
Education
Keene State College 1985 — 1989
BA, Biology
Combined Worksite Solutions January 2015 - Present
Combined Insurance October 2013 - January 2015
TermAdvantage Insurance Services, Inc. July 2010 - October 2013
Term Benefit Insurance Company June 2010 - October 2013
Trading Direct July 2003 - July 2007
Skills
Insurance, Employee Benefits, Life Insurance, Term Life Insurance, Leadership, Estate Planning, Recruiting, Fixed Annuities, Cold Calling, Whole Life, Accident, Universal Life, Medicare, Health Insurance, Brokers, Long Term Care Insurance, Disability Insurance, Critical Illness, Income Protection, Underwriting, Claim, Buy-sell Agreements, Team Building, Sales Management, Account Management, Strategic Planning, Sales, Marketing, Small Business, Management
Education
Middle Tennessee State University 1998 — 2001
Business Administration and Management, General
Combined Worksite Solutions June 2015 - Present
Combined Insurance Company of America January 2011 - January 2015
Combined Insurance United States 2011 - 2015
Sterling Life Insurance January 2010 - January 2011
Sterling Life Insurance June 2008 - March 2010
Western & Southern Financial Group January 1995 - July 2008
Skills
Sales Management, Health Insurance, Insurance, Life Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Recruiting, Management, Sales, Team Building, Long-term Care
Education
Community College of Allegheny County
Combined Worksite Solutions April 2010 - Present
Lincoln Financial Group September 2004 - April 2010
SPRINT BUSINESS SOLUTIONS December 2003 - September 2004
GST TELECOM, INC April 1996 - December 2003
AMERICAN TELCO, INC March 1992 - April 1996
HOUSTON CELLULAR TELEPHONE COMPANY July 1985 - March 1992
Skills
Insurance, Employee Benefits, CRM, Training, Leadership, Business Development, Health Insurance, Account Management, 401k, Risk Management, Team Building, Fixed Annuities, Management, Sales, Marketing, Sales Management, Financial Analysis, Life Insurance, Customer Retention, Selling, Account Management,...
Education
The University of Texas at Austin 1979 — 1983
Bachelor of Science (BS), 1) Marketing/Public Relations, 2) Radio/Television/Film, 3.7
Blinn College 1977 — 1979
Associate of Arts (AA), Journalism and Communications, 3.7
Combined Worksite Solution January 2011 - Present
Combined Worksite Solutions December 2010 - Present
Education
University of Nebraska-Lincoln
BS, Business
Energy BBDO December 2012 - Present
Energy BBDO September 2010 - January 2013
Combined Worksite Solutions January 2007 - September 2010
WR Typesetting 1999 - January 2007
Skills
Customer Service, Management, Microsoft Office, Social Media, Human Resources, Accounts Receivable, ADP Payroll, Employee Benefits, New Hire Orientations, Payroll
Education
DePaul University
BA, Psychology
Combined Worksite Solutions 2007 - Present
Wells Fargo 2000 - 2007
Skills
Health Insurance, Employee Benefits, Disability Insurance, Brokers, Property & Casualty..., Term Life Insurance, CRM, Benefits Administration, Insurance, Mortgage Lending, Banking, Loans, Customer Retention, Investments, Life Insurance, Small Business, Long-term Care, Health Savings Accounts, Critical Illness, Accident, Whole Life, Underwriting, Fixed Annuities, 401k, Retirement Planning, Long Term Care Insurance, Workers Compensation, Universal Life, Group Insurance, Medicare
Education
Athens State University
Bachelor of Business Administration (BBA)
Combined Worksite Solutions October 2012 - Present
Allstate April 2000 - August 2010
Skills
Sales, Commercial Insurance, Customer Service, Customer Retention, Term Life Insurance, Property & Casualty..., Leadership, Insurance, General Insurance, Umbrella Insurance, Health Insurance, Employee Benefits, Legal Liability, Commercial Lines, Liability, Life Insurance, Homeowners, Casualty, Brokers, Whole Life, Disability Insurance, Casualty Insurance
Education
Sam Houston State University 1973 — 1975
BS Degree, Education/ Science
Combined Worksite Solutions November 2013 - Present
Education
Savannah State University
Bachelor of Arts (B.A.), Communications
Combined Worksite Solutions November 2011 - Present
Education
Pellissippi State Community College 2006 — 2008
Associates of Science, Elementary Education
Milligan College 2004 — 2006
Business/Computers
Roane County High School 2000 — 2004
High School Diploma
Combined Worksite Solutions February 2014 - Present
Bankers Life and Casualty Company February 2013 - February 2014
JR Baker Associates 2007 - 2010
Skills
Process Scheduler, Contract Management, Life and Health..., Construction, Insurance, Employee Benefits, Sales, Account Management, Customer Service
Education
Onondaga Community College
AS, Accounting
Combined Worksite Solutions March 2013 - Present
Combined Insurance March 2013 - Present
TranAmerica Insurance Co August 1994 - December 2011
Skills
Disability Insurance, Employee Benefits, Voluntary Employee..., High Deductible Health..., Establish & Maintain..., Self-motivated Team..., Accident, Term Life Insurance, Health Insurance, Whole Life, Long-term Care, Health Savings Accounts, Critical Illness
Education
Jackson State University 1983 — 1986
Registered Nursing/Registered Nurse
Hinds Community College 1979 — 1981
Registered Nursing/Registered Nurse