Filice Insurance
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Filice Insurance Employees
Intuitive Surgical 2015 - 2015
Oracle June 2014 - September 2014
Filice Insurance May 2013 - August 2013
Student International Business Council (SIBC) August 2012 - December 2012
Student International Business Council (SIBC) September 2012 - November 2012
Vector Marketing July 2011 - August 2012
Skills
Microsoft Excel, Financial Modeling, Quantitative Analysis, Oral & Written..., Teamwork, Financial Forecasting, Problem Solving, Leadership, Time Management
Education
Santa Clara University 2013 — 2015
Finance, General
University of San Diego 2011 — 2012
Finance, General
Leigh High School 2007 — 2011
Filice Insurance October 2009 - Present
Skills
Employee Benefits, Benefits Analysis, Sales, Brokers, Management, Insurance, Strategy, Account Management, Health Insurance, COBRA, Health Savings Accounts, Workers Compensation, Life Insurance, Term Life Insurance, Health Care Reform, Disability Insurance, Benefits Administration, Long-term Care, Human Resources, Start-ups, Commercial Insurance, Recruiting, Healthcare
Education
University of Arizona
Bachelor of Social & Behavioral Sciences, Communications/Buisness
De La Salle High School
Filice Insurance May 2014 - Present
Education
University of Kansas School of Law 2009 — 2011
J.D., Business and Commercial Law
University of Illinois at Urbana-Champaign 2003 — 2007
B.A., Political Science, English
Filice Insurance Agency October 2014 - Present
Filice Insurance 2013 - Present
Filice Insurance 2008 - Present
Sedgwick, Detetert, Moran & Arnold 1997 - 1998
Littler Mendelson 1996 - 1997
National Association of Broadcast Employees & Technicians 1992 - 1993
Wild, Carey & Fife 1990 - 1992
Skills
Wellness Initiatives, Employee Benefits, Benefits, Insurance, group health, New Business Development, Group Medical, Health Care Reform, Health Savings Accounts, Long-term Care, Workers Compensation, Health Insurance, Human Resources, Wellness, Strategic Partnerships, HRA, Benefits Administration, COBRA, Leadership, Disability Insurance, Term Life Insurance, Life Insurance, Accident, Brokers, Underwriting, Small Business, Property & Casualty..., Professional Liability, Employee Wellness, Account Management, Medicare, Commercial Insurance, Management, Strategic Planning
Education
University of California, Berkeley
B.A., Comparative Literature (minor: English)
University of California, Berkeley - School of Law
J.D., Law
Cylance, Inc. June 2015 - Present
Cylance, Inc. March 2014 - Present
California Republic Bank July 2013 - October 2013
Filice Insurance May 2012 - May 2013
Skills
Management, Information Security, Leadership, Product Management, Strategic Consulting, Public Speaking, Entrepreneurship, Malware Analysis, Data Mining, Python, SaaS, Java, Sales, Teamwork, Research, Business Operations, Account Management, IT Audit, Stock Market, Venture Capital, Project Management
Education
University of California, Irvine 2011 — 2015
Bachelor of Science (B.S.), Information and Computer Science, 3.48
Saint Francis High School 2007 — 2011
3.56
Filice Insurance November 2010 - Present
Sitzmann Morris & Lavis May 2005 - August 2010
Colt Express Outsourcing December 2003 - January 2005
Colt Express Outsourcing May 2003 - December 2003
Colt Express Outsourcing December 2002 - May 2003
ArlenGroup April 2001 - December 2002
Scient March 2000 - February 2001
Prints Plus, Inc January 1998 - March 2000
Skills
Employee Benefits, HRIS, Benefits Administration, COBRA, Health Insurance, Human Resources, Customer Service, Call Centers, Insurance, Recruiting, FMLA, Open Enrollment, PeopleSoft, Disability Insurance, New Hire Orientations
Education
San Francisco State University 1993 — 1995
B.S. Public Health, Community Health Science Education
Filice Insurance January 2013 - Present
Pure Med Spa December 2007 - March 2011
MAC Cosmetics February 2002 - December 2007
Education
Ohlone College 2002 — 2005
Associate of Arts (AA), Communication and Media Studies
MSJ
Mercer March 2015 - Present
Filice Insurance November 2002 - February 2015
Federated Insurance May 2003 - November 2003
Aerotek Commercial Staffing April 2001 - November 2002
Enterprise Rent-A-Car 1999 - 2001
Enterprise Rent-A-Car 1999 - 2001
Enterprise Rent-A-Car 1999 - 2001
Skills
Health Insurance, Employee Benefits, Insurance, Healthcare, Dental, Excel, Dentistry, Term Life Insurance, Life Insurance, Brokers, Disability Insurance, Health Savings Accounts, COBRA, Microsoft Excel, Long-term Care, Workers Compensation, Group Medical, Health Care Reform, Accident, Insurance Brokerage, Medicare, Underwriting, Commercial Insurance, Whole Life, Professional Liability, Benefits Administration, Claim, Fixed Annuities, Vision Insurance
Education
University of California, Davis 1993 — 1998
Bachelor of Arts, English
Filice Insurance September 2012 - Present
Skills
Insurance, Disability Insurance, Health Insurance, Health Savings Accounts, Customer Service, Employee Benefits, Account Management
Education
Walden University 2013 — 2014
Bachelor's degree, Health Studies - Concentration in Health Informatics
Gurnick Academy of Medical Arts 2011 — 2012
Licensed Vocational Nurse, Nursing
Filice Insurance January 2013 - Present
The Health and Wellness Care Center June 2009 - Present
Visual Rhythm Dance Company May 1999 - Present
Skills
Employee Wellness..., Health Insurance, Affordable Care Act, Health Savings Accounts, Holistic Life Coaching, Medicare/Medicaid..., General Insurance, Fitness Industry, Nutritional Counseling, Jazz Dance, Choreography, Grant Writing, Healthcare, Vision Insurance, HIPAA, Wellness, Medicare, Claim, Term Life Insurance, Accident, Insurance, Group Insurance, Casualty, Umbrella Insurance, Disability Insurance, Employee Wellness, Workers Compensation, Health Care Reform, Property & Casualty..., Group Medical, Employee Benefits, Life Insurance, Liability, Dentistry, Brokers, Employee Handbooks, Flexible Spending..., FMLA, Management, Fixed Annuities, Commercial Insurance, Business Networking, Underwriting, Benefits Administration, Whole Life, Professional Liability, Health Policy, Long-term Care, COBRA, Employee Relations
Education
San Jose State University
Bachelor of Arts (BA), Speech Communication
Institute of Integrative Nutrition
Holistic Health Coach Certification
Wealth Architects, LLC July 2012 - Present
Santa Clara University September 2009 - April 2012
Santa Clara University Men's Soccer Summer Camp June 2010 - August 2010
Santa Clara University Men's Soccer Summer Camp June 2009 - August 2009
Filice Insurance July 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Data Analysis, Outlook, Financial Modeling, Microsoft Word, Microsoft Dynamics, Holistic Financial...
Education
Santa Clara University 2008 — 2011
Bachelor of Science in Commerce, Finance
Bellarmine College Preparatory 2004 — 2008
Andreini & Company Sr. Account ManagerMelita GroupJuly 2014 - September 2015
Shepherd & Associates Insurance Services September 2013 - July 2014
Integra Insurance Services September 2012 - September 2013
BenefitMall February 2010 - July 2012
Filice Insurance 2000 - 2010
IBP Insurance Services 1996 - 2000
Skills
Health Savings Accounts, Brokers, Health Insurance, Disability Insurance, Term Life Insurance, Dentistry, Employee Benefits, Insurance, Workers Compensation, Group Medical, Benefits Administration, Medicare, Underwriting, Account Management, Sales Management, Sales, COBRA, Health Care Reform, Life Insurance, Group Insurance, Flexible Spending..., Claim, HMO, Cafeteria Plans
Education
San Jose State University
Business
San Jose State University
Xactly Corp July 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. April 2014 - Present
Ricoh Americas Corporation October 2012 - March 2014
Ricoh Americas Corporation October 2012 - May 2013
Steamers the Grill House August 2006 - May 2013
Filice Insurance April 2012 - September 2012
71 Saint Peter April 2004 - August 2006
Skills
Strong Communication..., Team Leadership, Highly Analytical, Highly Adaptable, Fast Learner, Business Intelligence, Microsoft Office, Microsoft Works, PowerPoint, Sales Excellence, Business Ethics, Reliability, Positive Attitude, Client Prospecting, Sales, SaleForce, ECopy, Lotus Notes, Mobile Devices, Salesforce.com, Account Management, Sales Process, Cold Calling, CRM, Adaptation, Analytical Skills, Management, eCopy, Customer Service, B2B, Sales Management, Training, Leadership, Marketing, Direct Sales, SaaS, Social Media, Solution Selling, Strategy, Sales Operations, New Business Development, Lead Generation, Business Development, Strategic Partnerships, Sales Presentations, Social Networking
Education
San Jose State University
Bachelor of Science (B.S.), Communication Studies/ Business Marketing
West Valley Community College
AA Communication Studies, AA Liberal Arts, Communication and Media Studies
Oak Grove High School
High School Diploma, General Studies
Arrow Benefits Group April 2014 - Present
ENTRA Health Insurance Services, Inc. July 2009 - Present
Schumacher and Walker Insurance Associates November 2007 - July 2009
Thoits Insurance August 2005 - February 2007
Filice Insurance November 2003 - August 2005
Adecco HR Services July 2002 - October 2003
CIGNA January 1996 - June 2001
Education
Cal Poly San Luis Obispo 1985 — 1990
Bachelors, Marketing
antelope valley
Filice Insurance April 2007 - Present
Donald M. Brown, M.D. November 2004 - December 2006
Skills
Employee Benefits, Marketing Research, Health Insurance, Employee Wellness, Employee Wellness..., Networking, Health Savings Accounts, Group Medical, Human Resources, Affordable Care Act, Sales, Insurance, Disability Insurance, Life Insurance, Brokers, Commercial Insurance, Underwriting, Benefits Administration, Workers Compensation, Term Life Insurance, Dentistry
Education
San Jose State University 1996 — 1999
B.S., Hospitality Management
Fremont High School
Filice Insurance PresidenteIndividual HealthSeptember 2009 - Present
Skills
Health Insurance, Health Savings Accounts, Brokers, Retirement, Disability Insurance, Term Life Insurance, Life Insurance, Account Management, Sales, Insurance, Employee Benefits, Commercial Insurance
Education
Santa Clara University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Choice Administrators October 2013 - Present
Filice Insurance January 2013 - June 2013
State Farm Insurance Mike Myers Agency August 2011 - January 2013
World Financial Group (WFG) August 2003 - February 2007
Skills
Property & Casualty..., Insurance, Health Insurance, Life Insurance, Commercial Insurance, Term Life Insurance, Disability Insurance, Homeowners, Umbrella Insurance, Customer Service, Whole Life, Sales, General Insurance, Casualty, Renters, Liability, Underwriting, Claim, Investments, Training, Marketing, Management, Workers Compensation, Customer Satisfaction, Cold Calling, Employee Benefits, Process Improvement, Account Management, Benefits Administration, Health Savings Accounts, Brokers, Universal Life
Education
De Anza College 2001 — 2003
Abraham Lincoln High School 1997 — 2001
High School Diploma, General Education
Quick Learning School
EPIC July 2014 - Present
Leavitt Group / Jenkins Insurance Services October 2010 - July 2014
Filice Insurance July 2007 - October 2010
Woodbridge Children's Center September 2003 - January 2005
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Benefits Administration, Health Savings Accounts, Brokers, Life Insurance, Workers Compensation, Health Care Reform
Education
California State University-Chico 2003 — 2007
BA, Social Science with an option in Health Education and emphasis in Health Administration
Alhambra High School 1999 — 2003
American Institute of Foreign Study - Florence, Italy
History of Florence, Art History, Italian Culture and Style
Filice Insurance Agency December 2011 - Present
Ironstone Construction Inc. June 2005 - November 2011
Filice Insurance 2003 - 2005
Premier Access Dental 2001 - 2003
Skills
Employee Benefits, Health Insurance, Brokers, Health Savings Accounts, Human Resources, COBRA, Life Insurance, Benefits Administration, Term Life Insurance, Group Medical, Health Care Reform, Medicare, Claim, Professional Liability, Account Management, Workers Compensation, Disability Insurance, Insurance, Section 125 Plans, Dental Insurance, Vision Insurance, Underwriting, Long-term Care, Accident, Open Enrollment, Employee Wellness, Sales, Customer Service, Leadership
Education
University of Oregon 1999 — 2003
Bachelor's degree, Political Science and Government
Filice Insurance Agency June 2015 - Present
International Business Organization April 2015 - Present
Boise State University Student Affairs Marketing December 2014 - Present
Dutch Bros. Coffee April 2014 - November 2014
Filice Insurance May 2013 - August 2013
Pacific Sun Wear June 2012 - January 2013
Skills
Employee Benefits, Health Insurance, Benefits Administration, Insurance, Leadership, Communication, Sales, Health Savings Accounts, Human Resources, Healthcare, Customer Service, Brokers, COBRA, Medicare, Microsoft Word, Time Management, Underwriting, Social Networking, Teamwork, Employee Relations, Event Planning, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Group Medical, PowerPoint, Marketing
Education
Boise State University 2012 — 2016
Business, Management, Marketing, and Related Support Services
Boise State University 2012 — 2016
Filice Insurance August 2006 - Present
Easter Seals January 2002 - May 2006
Skills
Employee Benefits, Insurance, Health Insurance, Benefits Administration, Sales, Employee Relations, Business Networking, Account Management, Non-profits, Marketing, Open Enrollment, healthcare, Health Care Reform, Affordable Care Act, Health Insurance..., Health Savings Accounts, Group Medical, Group Benefit Plans, Ancillary Benefits, Benefit Communication
Education
Colorado State University-Global Campus 2015 — 2017
Oranizational Leadership
San Jose State University 2002 — 2006
Behavioral Science
Pioneer High School
UCSC September 2007 - June 2012
Elderday Adult Day Health Center June 2011 - September 2011
Filice Insurance 2007 - 2009
Skills
Customer Service, Fluorescence Microscopy, Public Speaking, Microsoft Word, Social Media Marketing, PowerPoint, Teamwork, Marketing, Social Media, Sales, Time Management, Microsoft Excel, Microsoft Office
Education
University of California, Santa Cruz
San Jose Unified School District August 2007 - Present
Advanced Professionals/AP Insurance April 2009 - May 2010
Filice Insurance January 2008 - December 2008
State Farm Insurance October 1989 - June 1998
Skills
Employee Benefits, Leadership, Event Planning, Salesforce.com, Training, Team Building, Customer Service, PowerPoint, Coaching, Management, Strategic Planning, Program Management
Education
California Polytechnic State University-San Luis Obispo
BS, Marketing/English
Oak Grove High School
Filice Insurance March 2012 - Present
MacCorkle Insurance Service October 2001 - February 2012
Skills
Certified Clinical..., Licensed Life & Health..., Certified Nursing..., Employee Benefits, Health Insurance, Healthcare, Term Life Insurance, Social Media, Workers Compensation, Life Insurance, Insurance, Health Savings Accounts, Marketing, Disability Insurance, Leadership
Education
Contra Costa Medical Career College 2012 — 2012
Certified Clinical Medical Assistant, A
California Coast University 2008 — 2012
BS, Psychology, A
Northern California Nursing Academy 2011 — 2011
Nursing Assistant Certification, CNA, Passed State Exam
California State University-Long Beach
24/7, Inc March 2013 - Present
Filice Insurance July 2012 - February 2013
Various businesses throughout the Bay Area November 2008 - July 2012
Landmark Education September 2011 - March 2012
Dropbox May 2011 - July 2011
Intero Real Estate Services May 2008 - October 2008
Intero Real Estate Services January 2005 - April 2008
Intero Real Estate Services March 2003 - December 2004
ServerLogic April 1997 - August 2002
Advanced Technical Resources December 1996 - April 1997
Skills
PHR, Technical Recruiting, HRMS Implementations, HR Project Management, Executive Coaching, HR Guidance, Training Skills, Group Presentations, Compensation Strategy, ADP HRB, ADP ezLaborManager, Payroll Conversions, PayX, Lawson HRIS, Employee Self Service, Leave Administration, Employee Database..., HR Policy Formulation, Generalist Profile, Statutory Compliances, Training, Employee Relations, Human Resources, Compensation Structures, Deferred Compensation, Personnel Management, Recruiting, SPHR, Succession Planning, Management, Strategy, Employee Benefits, Temporary Placement
Education
University of Phoenix
MBA, Human Resources Management
University of California, Santa Barbara 1987 — 1991
BA, Law and Society
Arizona State University 1986 — 1987
Business
The Leavitt Group February 2008 - Present
Filice Insurance January 1997 - February 2008
San Jose State University January 1995 - January 1997
Skills
Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., Risk Management, Liability, Professional Liability, Excess, Start-ups, Umbrella Insurance, D&O, Brokers, Employment Practices..., Strategic Planning, Sales, Casualty, Directors & Officers..., Business Planning, Marketing, Management, Mergers & Acquisitions, General Insurance, Commercial Lines, Customer Service, Negotiation, Contract Negotiation, Liability Analysis, Claims Management, Property, Captives, Executive Management, Licensed Property &..., Casualty Insurance
Education
San Jose State University 1995 — 1997
MA, Sport Management
University of the Pacific 1992 — 1995
BA, Sport Management
Leigh High 1987 — 1990
Filice Insurance Account ManagerIBP Insurance Services1996 - 2000
Reliance Standard Life January 1986 - January 1991
Education
San Jose State University
Business
EPIC October 2010 - Present
Filice Insurance October 2006 - October 2010
Mutual of Omaha April 2006 - October 2006
MetLife June 2000 - April 2005
Skills
Insurance, Employee Benefits, Health Insurance, Customer Relations, Disability Insurance, Benefits, Underwriting, Customer Service, Brokers, Financial Risk, Risk Management, Sales, Commercial Lines, Health Savings Accounts, Leadership, Benefits Administration, Healthcare, Term Life Insurance, Investments, Commercial Insurance, Umbrella Insurance, D&O, Casualty, Employment Practices..., Professional Liability, Life Insurance, Claim, Property & Casualty..., Long-term Care, Liability, General Insurance, Marketing, Casualty Insurance
Education
St. Mary's College of California 1994 — 1998
Bachelor's degree, Political Science and Government
De La Salle High School 1990 — 1994
Filice Insurance October 2001 - Present
Skills
Employee Benefits, Term Life Insurance, Health Savings Accounts, Insurance, Brokers, Workers Compensation, Health Insurance, Life Insurance, Sales, Disability Insurance, Underwriting, Human Resources, Account Management, Strategic Planning, Benefits Administration, Leadership, Employee Relations, Liability, Performance Management, Commercial Insurance, Property & Casualty...
Education
University of San Francisco 1978 — 1982
Filice Insurance April 2013 - Present
Technology Credit Union February 2004 - January 2013
Technology Credit Union February 2004 - January 2013
Technology Credit Union 2010 - 2012
Skills
Banking, Employee Relations, Loans, Customer Service, Strategic Partnerships, Program Management, Employee Benefits, Credit, Customer Retention, Insurance, Strategic Planning, Mortgage Lending, Leadership, Sales, Team Building, Vendor Management, Financial Services, Human Resources, Finance, Executive Management
Education
San Jose State University 1985 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Presentation High School 1980 — 1984
High School diploma
St Martin's, San Jose, CA 1972 — 1980
Filice Insurance March 2003 - Present
Skills
Insurance, Term Life Insurance, Professional Liability
Education
San Jose State University 1984 — 2000
Bachelor of Science (BS), Political Science and Government
Lincoln Law School of San Jose 1995 — 1999
Doctor of Law (JD)
Global Benefit Associates December 2010 - Present
Rainmaker Advisory LLC June 2010 - December 2010
Filice Insurance April 2007 - May 2010
IBIS Consulting March 2004 - March 2007
Woodruff Sawyer August 1997 - March 2007
Education
Ohio University 1961 — 1965
BS, Education
Filice Insurance January 2005 - Present
Unum June 1996 - September 2004
Skills
Employee Benefits, Insurance, Health Insurance
Education
Saint Mary's College of California 1992 — 1996
Business
Saint Mary's College of California 1992 — 1996
Jesuit
Top Flight Elite Sports September 2010 - Present
Valley Christian High School May 2013 - Present
Filice Insurance September 2006 - September 2015
Leigh High School 2011 - May 2013
Tucci Learning Solutions April 2006 - September 2006
Skills
Leadership, Insurance, Group Medical, Employee Benefits, Sales, Health Insurance, Marketing, Commercial Insurance, Salesforce.com, Health Savings Accounts, Disability Insurance, Term Life Insurance, Sales Management, Long-term Care, Life Insurance, Brokers
Education
Eastern Oregon University
Psychology / Human Performance
National University
Master's degree, Education
Filice Insurance September 2012 - Present
Education
University of California, Davis 2000 — 2004
BA, Philosophy
Chapman Insurance a division of Arthur J. Gallagher & Co. March 2013 - Present
SPM Property Management October 2012 - March 2013
Village Green January 2012 - September 2012
Filice Insurance December 2007 - August 2011
Farmers Insurance November 2004 - November 2007
Skills
Health Savings Accounts, Group Medical, Health Insurance, Brokers, Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, Sales, Leasing, Account Management, Project Management, Customer Satisfaction, Customer Retention
Education
UC Davis 2002 — 2004
Bachelor of Arts (B.A.), Economics
Diablo Valley College 2000 — 2002
Associate of Arts (A.A.)
Filice Insurance June 2013 - Present
Sitzmann Morris & Lavis July 2011 - June 2013
Sitzmann Morris & Lavis January 2006 - July 2011
Blue Shield of California November 1999 - June 2005
Skills
Employee Benefits, Health Insurance, Benefits Administration, Insurance, Employee Relations, Human Resources, Account Management, HRIS, Customer Service, Outlook, Claim, Call Centers, Sales
Education
City College of San Francisco
Biological Sciences Certificate, Zoology/Animal Biology