Fulcrum Insurance Programs
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Fulcrum Insurance Programs Employees
Fulcrum Insurance Programs October 2014 - Present
Travelers January 2008 - October 2012
Travelers 2008 - October 2012
Travelers July 2009 - December 2010
2006 to 2007 Bath and Body Works July 2006 - October 2008
Spokane County United Way August 2007 - November 2007
Wendle Motors October 2003 - November 2005
2003 to 2005 Wendle Motors, Inc October 2003 - 2005
Skills
Insurance, CRM, Management, Customer Service, Sales, Leadership, Training, Team Building, Social Media Marketing, Account Management, General Insurance, Property, Underwriting, Casualty Insurance, Liability, New Business Development, Commercial Insurance, Business Development, Process Improvement
Education
Eastern Washington University 1999 — 2001
WGU Washington
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Eastern Washington University
Criminal Psychology and Forensics
Spokane Falls Community College
Business, Marketing; Art, & Computer Science
Fulcrum Insurance Programs January 2015 - Present
The Partners Group October 2013 - January 2015
Grange Insurance Association April 2010 - October 2013
Spokane County March 2009 - January 2010
Washington Trust Bank August 2005 - February 2009
Skills
Insurance, Microsoft Excel, Property & Casualty..., Commercial Insurance, General Insurance, Underwriting, Customer Service, Microsoft Office, Accounting, Casualty Insurance, Data Analysis, Commercial Lines, Liability, Portfolio Management, Budget Process, Financial Accounting, Management, Casualty, Strategic Planning, Access, Banking, Account Reconciliation, Financial Reporting
Education
Seattle Central Community College 2013 — 2013
Introduction to SQL
Spokane Falls Community College 2003 — 2005
Accounting and Finance
Fulcrum Insurance Programs October 2014 - Present
Fidelity Life Association / Efinancial June 2013 - June 2014
Symetra Financial October 2012 - June 2013
Symetra Financial August 2008 - September 2012
Symetra Financial August 2004 - July 2008
Safeco 2002 - 2004
Safeco 1997 - 2002
Skills
Compensation, Benefits, Executive Compensation, Succession Planning, Performance Management, Human Resources, Employee Benefits, 401k, Deferred Compensation, Recruiting, Executive Pay, Employee Engagement, Onboarding, Benefits Administration, Talent Acquisition, Vendor Management, Payroll, Sales Operations, Management, Insurance, Sales Management, Employee Relations, Leadership, CRM, Retirement, Incentive Programs, Personnel Management, Leadership Development, College Recruiting, Time Management, Employment Law, Business Strategy, Marketing, Process Improvement, Change Management, Budgets, Employee Training, Forecasting, Coaching, Business Development, FMLA, Workers Compensation, Staff Development, Organizational..., Retirement Planning, Project Planning, Talent Management, Disability Insurance, Negotiation, Applicant Tracking...
Education
California State University-Long Beach 1985 — 1990
BA, Speech Communication
RT Specialty August 2014 - July 2015
Fulcrum Insurance Programs January 2014 - June 2014
Bass Underwriters May 2009 - August 2013
Mapfre October 2007 - December 2008
Cinema Center April 2007 - August 2007
Keyes Realty June 2005 - March 2007
Ritz-Carlton, Key Biscayne May 2004 - August 2006
Sports & Sponsorships, Inc. October 2002 - May 2004
Skills
Commercial Insurance, Insurance, Underwriting, Property & Casualty..., Professional Liability, Casualty, Project Management, Excess, Liability, Recruiting, New Business Development, Commercial Lines, Negotiation, Brokers, Leadership, Customer Service, Inland Marine, Umbrella Insurance, Legal Liability, Employment Practices..., Sales, Excess & Surplus Lines, Risk Management, Liability Analysis, Casualty Insurance, Marketing Strategy, Strategic Sales, Hospitality, Business Strategy
Education
Nova Southeastern University 1998 — 2002
BS, Sport Management
Outdoors for All Foundation November 2014 - Present
Fulcrum Insurance Programs September 2008 - Present
The Association of Green Property Owners and Managers (AGPOM) September 2008 - Present
NSU, Inc. March 1995 - September 2008
Skills
Marketing Strategy, Commercial Insurance, Insurance, Underwriting, Property & Casualty..., Financial Modeling, Program Management, Product Management, Real Estate Financing, Financial Risk, Mergers, Liability, Real Estate, Management, Brokers, Mergers & Acquisitions
Education
State University of New York College at Plattsburgh 1981 — 1985
BS, Economics
The McGowan Companies September 2015 - Present
Fulcrum Insurance Programs October 2010 - July 2015
National Specialty Underwriters February 2007 - October 2010
Cochrane & Company October 2005 - August 2006
Skills
Customer Service, Sales, Commercial Insurance, Insurance, Property & Casualty..., Underwriting, Liability, Casualty, Brokers, Commercial Lines, Real Estate, D&O, Negotiation, Umbrella Insurance, Team Building, General Insurance, Marketing, Excess, Casualty Insurance
Education
Certified Insurance Counselor (CIC) Designation 2011 — 2014
Certified Programs Leader (CPL) Designation 2013 — 2013
Washington State University 2009 — 2012
Bachelor of Arts (BA), History & Women's Studies, 3.65
Bellevue Community College 2007 — 2009
Associate of Arts (AA), History & Women's Studies
Kibble & Prentice, a USI Company August 2014 - Present
Fulcrum Insurance Programs August 2011 - August 2014
Risk Placement Services, Inc. / Health Care Insurers, Inc. March 2009 - April 2011
National Specialty Underwriters May 2002 - November 2008
EXIGERE Corporation May 1997 - April 2002
Skills
Insurance, Property & Casualty..., Professional Liability, Brokers, Commercial Insurance, Umbrella Insurance, Underwriting, Casualty, Liability, Legal Liability, Commercial Lines, Employment Practices..., Excess, General Insurance, D&O, Claims Management, Claim, Reinsurance, Health Insurance, Workers Compensation, Liability Analysis, Life Insurance, Long-term Care, Surety Bonds, Insurance Brokerage, Inland Marine, Financial Risk, Directors & Officers..., Employee Benefits, Casualty Insurance
Education
Gulf Coast Community College 1987 — 1988
Seattle Central College
Fulcrum Insurance Programs June 2015 - Present
Rowley Properties Inc. June 2014 - Present
Collegiate Leader September 2011 - June 2015
Ultra Risk Advisors June 2014 - September 2014
Rowley Properties Inc. June 2013 - September 2013
Si View Metro Parks June 2011 - September 2012
Skills
Marketing, Microsoft Office, Adobe Design Programs, Project Planning, Customer Service, Written & Verbal..., Problem Solving, Organization, Program Management, Accounts Payable, Data Entry, Advertising, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Social Media, Time Management, Event Planning
Education
Eastern Washington University 2011 — 2015
Bachelors of Arts in Business Administration, Marketing, 3.3
The Association of Green Property Owners and Managers (AGPOM) November 2008 - Present
Fulcrum Insurance Programs 2008 - Present
National Specialty Underwriters 2006 - 2008
AIG 2004 - 2006
National Specialty Underwriters 2001 - 2004
Austin Surplus Lines Agency 1999 - 2001
Skills
Insurance, Real Estate, Hospitality, Sustainability, Underwriting, Property & Casualty..., Commercial Insurance, Professional Liability, Risk Management, Legal Liability, Brokers, Sales, Disability Insurance, Financial Risk, Employment Practices..., Health Insurance, Employee Benefits, Liability, Claims Management, General Insurance, Casualty, Property, Commercial Lines, Umbrella Insurance, Commercial Real Estate, Excess, CPCU, Enterprise Risk..., Insurance Brokerage, New Business Development, Business Planning, Leadership
Education
TMPAA Target University 2012 — 2013
Certified Program Leader, CPL
National Alliance for Insurance Education & Research 2000 — 2004
Certified Insurance Counselor, CIC
American Institute for CPCU 2001 — 2003
Commercial Underwriting, Associate, AU
American Institute for CPCU 2000 — 2003
Chartered Property Casualty Underwriter, CPCU
National Alliance for Insurance Education & Research 1999 — 2000
Certified Insurance Service Representative, CISR
The University of Texas at Austin - Red McCombs School of Business 1995 — 1999
BBA, Finance
Fulcrum Insurance Programs November 2012 - Present
National Specialty Underwriters May 1998 - November 2012
Chubb June 1996 - May 1998
Microsoft 1991 - 1996
The Boeing Company 1986 - 1991
Skills
Underwriting, Liability, Commercial Insurance, Property, Umbrella Insurance, Hospitality
Education
Highline Community College