HealthMarkets Insurance Agency
Industry: Insurance company
DescriptionHealthMarkets, Inc. is a holding company, formerly known as UICI, with its headquarters in North Richland Hills, Texas. HealthMarkets, Inc. is owned by affiliates of a group of private equity investors, current and former members of management, and its independent sales agents through the company's stock plan. Headquarters: North Richland Hills, TX Chief marketing officer: Michael Z. Stahl Subsidiaries: Mega Life and Health Insurance, Owners: The Blackstone Group, Goldman Sachs Capital Partners, APriori Capital Partners Executive vice president: Richard E. Bierman, Brian S. Poger, Michael Z. Stahl SVPs: Sandra S. Knight, J. Christopher Mason (Life Sales, Agency Distribution), Thomas J. Nicol
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HealthMarkets Insurance Agency Employees
HealthMarkets Insurance Agency December 2010 - Present
Accuquote 2008 - 2010
RH Donnelley October 2006 - May 2008
Skills
Life Insurace, Disability Insurance, Supplmental insurance, Individual Health..., Licensed Life & Health..., LION, Open Networker, Trust, Integrity, High level of initiative, Consultative Selling..., Affordable Health..., New Business Development, Exceeding Customer..., Quota Achievement, Team Leadership, Exceptional People..., High-Impact Sales..., Ethical Decision Making, Long-term Customer..., Building Strong..., Needs Analysis, Retirement Plans, Final Expense Insurance, Copay Plans, HSA-Qualified Plans, High Deductible Health..., Accident Only Plans, Critical Illness/Cancer..., Hospital Confinement..., Accident, Insurance, Health Insurance, Life Insurance, Retirement, Medicare, Retirement Planning, Term Life Insurance, Small Business, Indexed Annuities, Long Term Care Insurance, Universal Life, Long-term Care, Fixed Annuities, Critical Illness, Whole Life, IRAs, Underwriting, Health Savings Accounts
Education
National-Louis University 2002 — 2003
Master of Science (MS), Education
Illinois State University 1997 — 2001
Bachelor of Science (BS), Social Studies Teacher Education
University of Wisconsin-Whitewater 1997 — 1998
Education
HealthMarkets Insurance Agency September 2012 - Present
Insphere Insurance Solutions February 1998 - September 2012
Skills
Health Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Medicare, Recruiting, Coaching, Training, Team Building, Licensed Life and...
Education
BYU 1987 — 1991
Bachelor of Science (BS), Finance, General
HealthMarkets Insurance Agency February 2011 - Present
Insphere Insurance Solutions February 2011 - Present
Skills
Customer Service, Microsoft Office, Event Management, Event Planning, Marketing Strategy, Team Building, Strategic Planning, Microsoft Word, Training, Public Relations, Budgets, Sales, Outlook, Customer Satisfaction, Marketing, Recruiting, Insurance, Leadership
Education
Warner University
Bachelor's Degree, Organizational Leadership
Southeastern University 1990 — 1993
Bachelor's Degree, Pastoral Studies/Counseling
HealthMarkets Insurance Agency October 2013 - Present
HealthMarkets Insurance Agency October 2013 - Present
Skills
Term Life Insurance, Insurance, Life Insurance, Health Insurance, Disability Insurance, General Insurance
Education
University of Mississippi 2008 — 2013
Bachelor of Science (BS), Criminal Justice
HealthMarkets Insurance Agency October 2013 - Present
Insphere Insurance Solutions 2011 - Present
FuelCell Energy 2011 - 2011
Park Advanced Composite Materials, Inc., 2007 - 2011
University of Connecticut Soil Nutrient Analysis Laboratory 2004 - 2007
Skills
Customer Service, Policy Analysis, Financial Analysis, Detailed Analysis, Direct Marketing, Financial Planning, Budgetary Consideration, Strategic Planning, Sales Promotion, Consultative Selling..., Relationship Marketing, Creative Direction, Creative Solutions, HSA Plans, High Deductible Health..., Comprehensive Benefits..., Disability Insurance, Long Term Care Insurance, Supplemental Insurance, Cancer Insurance, Term Life Insurance, Long Term Relationship..., Universal Life, Whole Life, Permanent Life Insurance, Living Benefits of Life..., Healthcare Reform, Copay Health Insurance..., Critical Illness..., Supplemental Health, Health Care Reform, Critical Illness, Health Insurance, Life Insurance, Small Business, Insurance, Fixed Annuities, Building Strong..., Establish & Maintain..., Strategic Financial..., Analysis, Long-term Care, Retirement Planning, Individual Health..., Brokers, Property & Casualty..., Employee Benefits, Health Savings Accounts, Retirement, Vision Insurance
Education
Kripalu Center for Yoga and Health 2013 — 2013
200 Hour Yoga Teacher Certification, Gentle Yoga Instruction
The University of Connecticut
Bachelor of Science (BS), Bachelor of Health and Science Minor in Anthropology
Naugatuck Valley Community-Technical College
Associate's Degree, Math and Science
Wolcott High School
HealthMarkets Insurance Agency September 2001 - Present
The Insurance Office of Silas Jessup, Inc. September 2001 - Present
Critical Skills, Inc. January 2000 - August 2001
Technisource January 1998 - January 2000
Skills
Leadership, Health Insurance, Insurance, Coaching, Disability Insurance, Team Building, Sales, Recruiting, Term Life Insurance, Life Insurance, Employee Benefits, Health Savings Accounts, Medicare, Retirement, Fixed Annuities, Long-term Care, Whole Life, Universal Life, Retirement Planning, Critical Illness, Licensed Life & Health..., Small Business, Long Term Care Insurance, Management, Customer Service, Sales Management
Education
Butler University 1995 — 1999
Bachelor of Science in Business Administration, Marketing
NorthWood High School
HealthMarkets Insurance Agency October 2013 - Present
USAMobility September 1999 - October 2013
CompUSA February 1995 - July 1999
Skills
Network Administration, Firewalls, Ubuntu, Network Security, Cisco Technologies, Linux System..., Routers, Switches, Servers, Networking, VPN, DNS, Cisco IOS, VMware ESX, Load Balancing, Cisco Routers, Virtualization, TCP/IP, VMware Infrastructure, System Administration, Red Hat Linux, Wireless Networking, Network Engineering, Routing, Operating Systems, BGP, CentOS, Windows 7, Linux, CCNA, Windows Server, VMware, Apache, Network Design
Education
University of Houston 1989 — 1991
El Centro College 1988 — 1989
Wilmer-Hutchins
Life, Disability, Long Term Care, Health Insurance & Medicare April 2004 - Present
HealthMarkets Insurance Agency April 2004 - Present
HealthMarkets April 2004 - October 2009
Private Consulting Practice 2000 - 2004
Nixon's October 1998 - December 2003
Advantiv Corp. 1999 - 2000
Rural/Metro Corporation 1994 - 1999
Physicians Ambulance Service 1976 - 1994
Skills
Long-term Care, Insurance, Talent Acquisition, Health Insurance, Disability Insurance, Life Insurance, Dentistry, Fixed Annuities, Whole Life, Marketing, Term Life Insurance, Healthcare, Long Term Care Insurance, Retirement, Leadership, Medicare, Critical Illness, Employee Benefits, Accident Insurance, Sales, Accident, Retirement Planning, Licensed Life & Health..., Health Savings Accounts, Small Business, Group Insurance, Universal Life, Property & Casualty..., Umbrella Insurance, Brokers, Underwriting, Insurance Brokerage, Permanent Life Insurance, General Insurance, IRAs, Financial Planners, Individual Health..., Vision Insurance, 401k, Indexed Annuities, Medicare Part D, Annuity Sales, Estate Planning
Education
Case Western Reserve University - Weatherhead School of Management 1990 — 1991
MBA
John Carroll University 1976 — 1990
History, Business
HealthMarkets Insurance Agency October 2012 - October 2014
Unisys Corporation September 2005 - May 2011
Unisys Corporation 2001 - 2005
Janus Mutual Funds January 1998 - January 2001
Skills
Process Improvement, Program Management, Change Management, Cross-functional Team..., Project Management, Management, Vendor Management, ITIL, Software Documentation, Customer Service, Customer Satisfaction, Project Planning, Business Development, Strategic Planning, Six Sigma, Call Centers, Business Process..., Microsoft Office, Insurance, Negotiation, Operations Management, Call Center, Troubleshooting, Team Leadership, IT Service Management, Supplemental Health, Business Strategy, Service Delivery, Account Management, Process Optimization, Visio, MS Project, SharePoint, Consultative Sales, Relationship/Team..., Customer Relations, Quality Champion, Mentoring, Time & Process..., Trainer, Innovative Problem..., Dataminer, Client Advocate, Manager, Process Development, Process Mapping, Project Facilitation, Business Management, Business Analysis, Budgets
Education
Clear Lake High School 1976 — 1980
St. Edward's University
BBA, Finance
The University of Texas at Austin
Finance, Real Estate
HealthMarkets December 2006 - Present
HealthMarkets Insurance Agency December 2006 - Present
Skills
Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance, Health Insurance, Fixed Annuities, Insurance, Universal Life, Whole Life, Critical Illness, Retirement, Long Term Care Insurance, Health Savings Accounts, Estate Planning, Retirement Planning, Medicare, Small Business, Brokers, Group Insurance
Education
University of Nebraska-Lincoln 2000 — 2005
BA, Marketing/Accounting
The American College-Bryn Mawr, PA 2010 — 2012
LUTCF, FSS, Advanced Insurance Planning
HealthMarkets Insurance Agency March 2014 - Present
Education
The Community College of Baltimore County 2010 — 2012
Associate's Degree, Business Administration and Management, General
HealthMarkets Insurance Agency October 2014 - Present
Bank of America February 1978 - December 2013
Disaster Recovery Journal 2005 - 2013
MIdAmerica Contingency Planning Forum 2008 - December 2010
Skills
Business Continuity, Business Continuity..., Disaster Recovery, Risk Management, Operational Risk..., Risk Assessment, Incident Management, Business Analysis, Enterprise Risk..., Process Improvement, Crisis Management, Program Management, Governance
Education
Hickey College 1977 — 1977
Nashville Community High School 1973 — 1977
HealthMarkets Insurance Agency November 2009 - Present
Kaiser Direct LLC January 2007 - December 2010
Education
University of South Carolina-Columbia 1982 — 1986
Marketing
Radnor High School
HealthMarkets Insurance Agency October 2013 - Present
Insphere Insurance Solutions March 2010 - Present
Chad Ruiz Photography January 2000 - Present
St. Tammany News August 2007 - February 2010
Skills
Microsoft Word, Long-term Care, Insurance, Creative Writing, Health Insurance, Employee Benefits, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Small Business, Whole Life, Fixed Annuities, Medicare, Marketing, Retirement, Customer Service, Sales, Team Building
Education
Southeastern Louisiana University 2003 — 2006
BA, English
Southeastern Louisiana University 2003 — 2006
Delgado community college, English Language and Literature, General
HealthMarkets Insurance Agency April 2006 - Present
Skills
Health Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Insurance, Life Insurance, Whole Life, Fixed Annuities, Medicare, Universal Life, Critical Illness, Passion for Helping..., Team Leadership, Exceeding Customer..., Establish & Maintain..., Positive Employee..., Strategic Leadership, Hiring Practices, Employee Training, Leading by Example, Honest, Customer Loyalty..., Building Strong..., Territory..., Exceeding Quotas, High-Impact Sales..., Prospecting for New..., Client Focus, Customer Satisfaction, Customer Retention, Customer Acquisition, Exceptional People..., Solution Selling, Consultative Sales..., Change Management
Education
Roger Williams University 1984 — 1988
Bachelor of Science (BS), Business
Northwest Federal Credit Union May 2014 - Present
HealthMarkets Insurance Agency October 2013 - Present
Insphere Insurance Solutions January 2012 - Present
SunTrust Bank January 2008 - January 2012
SunTrust Bank August 2005 - January 2008
SunTrust Bank December 1994 - August 2005
Bucktail Bank & Trust Company January 1990 - January 1994
Commonwealth Bank January 1986 - January 1990
Skills
Health Insurance, Life Insurance, Term Life Insurance, Supplemental Health, Medicare, Disability Insurance, Long Term Care Insurance, Insurance, Customer Relations, Cold Calling, Social Networking, Social Media Marketing, Board of Director..., Volunteering, Credit, Banking, Sales Management, Mortgage, Loans, Mortgage Lending, Commercial Banking, Management, Employee Management, Employee Training, Operating Budgets, Production Budgeting, Non-profit Volunteer, Recruiting, Hiring Employees, Passion for Helping..., Exceeding Customer..., High-Impact Sales..., High level of initiative, Superior organizational..., Consultative Selling..., Needs Analysis, Finance, Customer Retention, Customer Service, Cross Selling, Business Development, Board of Directors, Portfolio Management, Sales, Time Management, Underwriting, Training, Small Business
Education
American Institute of Banking 1990 — 1993
Consumer Banking and General Banking Degree, Banking and Lending
PA Advanced School of Banking 1990 — 1993
Diploma, Advanced Banking
Dale Carnegie 1983 — 1983
Effective Communications, How to Win and Influence People, People Skills
Altoona Area High
Altoona Area High
Penn State University
Penn State University
Letters, Arts & Sciences Studies
HealthMarkets Insurance Agency October 2013 - Present
Insphere Insurance Solutions May 2013 - Present
Consona Corporation December 1994 - August 2012
Skills
ERP, SaaS, Enterprise Software, Professional Services, CRM, Accounts Receivable, Solution Selling, Account Management, Accounting
Education
Our Lady of Pilar
University of Puerto Rico
BBA, Accounting and Finance
Veristream July 2014 - September 2015
HealthMarkets Insurance Agency March 2009 - July 2014
McCromick Paint Works May 2005 - March 2009
Dealer Specialties April 2002 - November 2005
Johnson & Johnson January 2000 - March 2002
Skills
Visitor Management, Access Control, Sales, Security, Account Management, SaaS, Direct Sales, Insurance, Small Business, Health Insurance, Life Insurance, Retirement, Contract Negotiation, Leadership, Management
Education
Radford University 1993 — 1997
Business Administration, Marketing
HealthMarkets Insurance Agency March 1997 - Present
Dave Ramsey - Lampo Group November 2011 - Present
Skills
Medicare Supplements, Disability Insurance, Health Insurance, Term Life Insurance, Medicare, Supplemental Health, Life Insurance, Universal Life, Insurance, Whole Life, Long-term Care, Employee Benefits, Retirement, Fixed Annuities, Long Term Care Insurance, Health Savings Accounts, Licensed Life & Health..., Accident, Critical Illness, Small Business, Leadership, Management, Direct Sales, Sales, Brokers, Retirement Planning, Insurance Brokerage, IRAs, Group Insurance, Financial Planners, Medicare Part D, Umbrella Insurance, Property & Casualty..., Life & Health Insurance..., Financial Planning
Education
DePauw University 1987 — 1992
B.A., Psychology
Indepedent Insurance Broker Licensed Insurance BrokerMaine Insurance Benefits GroupJanuary 2014 - Present
HealthMarkets Insurance Agency October 2013 - January 2014
Insphere Insurance Solutions March 2004 - January 2014
Sanmina-SCI April 1995 - April 2003
Digital Equipment Corporation January 1980 - April 1995
Skills
Listening Skills, Health Insurance, Disability Insurance, Insurance Planning, Term Life Insurance, Universal Life, Whole Life, Problem Solving, Client Relationship..., Long Term Care, Medicare Supplements, Medicare Part D, Medicare Advantage, Personal Risk Management, Risk Management, Long-term Care, Financial Planners, Medicare, Business Analysis, CRM, Life Insurance, Insurance, Process Improvement, Strategic Planning, Employee Benefits, Small Business, Coaching
Education
University of Maine 1976 — 1981
BSME, Mechanical Engineering
Radius Global Market Research November 2014 - March 2015
Radius Global Market Research April 2014 - October 2014
HealthMarkets Insurance Agency March 2013 - August 2014
Abt SRBI November 2011 - January 2013
CMI May 2005 - September 2011
ClickIQ 2001 - 2005
NFO November 1998 - January 2001
Gantz Wiley Research (now Kenexa) September 1996 - November 1998
US Navy 1987 - 1994
Skills
Quantitative Research, Focus Groups, Survey Design, Survey Research, Customer Insight, Market Research, Segmentation, Qualitative Research, Primary Research, Questionnaires, Questionnaire Design, Marketing Research, Research Design, Advertising Research, Data Collection, Online Research, Consumer Behaviour, Health Insurance, Life Insurance, Permanent Life Insurance, Term Life Insurance, Dental Insurance, Vision Insurance, SPSS, Customer Satisfaction..., Analysis, Project Management, Consumer Insight, Report Writing, Business Insights, Data Analysis, Brand Equity, Health Care Reform, Disability Insurance, Long Term Care Insurance, Analytics, Benefits Design, General Insurance, Employee Benefits, Medicare Prescription..., Secondary Research, Medicare Part D, Medicare/Medicaid..., Medicare Advantage, Insurance
Education
Minnesota State University, Mankato 1994 — 1996
MA, Industrial / Organizational Psychology
Excelsior College 1991 — 1994
BS, Psychology, Business
HealthMarkets Insurance Agency October 2013 - Present
Mortgage Investors Corporation August 2012 - October 2013
ABC Warehouse January 2003 - August 2012
Coldwell Banker May 2000 - December 2002
Skills
Mortgage Lending, Refinance, Loan Origination, Loans, VA loans, Sales Management, Sales, Motivated self-starter, Communication Skills, Fixed Annuities, Insurance, Leadership, Life Insurance, Loan Officers, Management, Residential Homes
Education
Northwestern Michigan College 1999 — 2001
Pilots License, Aviation/Airway Management and Operations
Oakland Community College 1989 — 1991
Business Administration and Management, General
Northern Michigan University 1988 — 1989
Business Administration and Management, General
Domino's Pizza December 2013 - Present
HealthMarkets Insurance Agency September 2012 - Present
Insphere Insurance Solutions September 2012 - Present
Little Caesars 2010 - 2011
Kelly Services November 2009 - June 2010
Skills
Highly personable, Computers, Computer Graphics, Computer Maintenance, Communication, Diligent, Social Skills, Intellectual, Leadership, Profitable, Cooking, Driving License, Electronics, Music, Music Production, Musicians, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, HTML, CSS, JavaScript, Customer Service, Time Management, Windows, Customer Satisfaction, Teamwork, Recruiting, Social Networking, Sales, Business, Microsoft Office 2007, Telephone Skills, Windows 7, Firefox, Photoshop, Social Media, Marketing, Insurance, Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Universal Life, Investments, Term Life Insurance, Whole Life
Education
Northeast State Community College 2008 — 2009
N/A, Computer Programming, N/A
Sullivan East High School 2003 — 2007
Honors Diploma, Computers
HealthMarkets Insurance Agency March 2007 - Present
Horizon Real Estate March 2001 - January 2007
Skills
Health, Insurance, Health Insurance, Long Term Care, Disability Insurance, Dental, Term Life Insurance, Critical Illness, Health Plans, Health Savings Accounts, Sales Management, Selling, Employee Benefits, Small Business, Team Building, Long-term Care, Dentistry, Medicare, Income Protection, Fixed Annuities, Workers Compensation, Medicare Part D, Insurance Brokerage, Recruiting, Accident, Life Insurance, Brokers, Property & Casualty..., Licensed Life & Health..., General Insurance, Universal Life, Group Insurance, Retirement, Liability, Whole Life, Sales, Long Term Care Insurance, IRAs, Commercial Insurance, Accident Insurance, Training, Individual Health..., Leadership, Retirement Planning, Underwriting, Cafeteria Plans, Umbrella Insurance, Licensed Life Insurance..., 401k, Financial Planners
Education
Orange Coast College
HealthMarkets Insurance Agency March 2010 - Present
Skills
Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Underwriting, Long-term Care, Brokers, Medicare, Commercial Insurance, Employee Benefits, Retirement Planning, Claim, Customer Service, Sales, Strategic Financial..., Investments, Small Business, Estate Planning, Sales Management, Universal Life, Whole Life, General Insurance, Health Savings Accounts, Long Term Care Insurance, Selling, Cold Calling, Account Management, Customer Retention
Education
University of North Carolina at Chapel Hill
HealthMarkets Insurance Agency October 2013 - Present
Insphere Insurance Solutions October 2009 - October 2013
HealthMarkets October 2009 - December 2009
RadioShack July 1990 - September 2009
RadioShack September 1989 - July 1990
RadioShack January 1981 - September 1989
Skills
Marketing Communications, Great People Skills, Consultancy, Customer Service, Staff Scheduling, Inventory Control, Retail, Small Business, Health, Health Insurance, Term Life Insurance, Dental Insurance, Benefits Design, Medicare, Customer Satisfaction, Life Insurance, Disability Insurance, Insurance, Management, Employee Benefits, Whole Life, Long Term Care Insurance, Medicare Part D, Accident, Business, Universal Life, Customer Experience, Sales Management, Merchandising, Sales, Selling, Time Management, Training, Fixed Annuities, Long-term Care, Indexed Annuities, Accident Insurance, Critical Illness, Individual Health..., Schedules
Education
Southern Illinois University, Carbondale
Bachelor of Science, Communications; Radio- TV
Realty Point NOLA June 2014 - Present
REvitalize Property Solutions January 2013 - Present
HealthMarkets Insurance Agency July 2011 - September 2015
Value Plus Realty August 2013 - April 2014
Creole Cuisine Restaurant Concepts August 2010 - May 2011
Chops Bistro & Martini Bar January 2007 - April 2010
Chop's Bistro & Martini Bar November 2005 - April 2010
Zea Rotisserie & Brewery 2003 - 2005
Copeland's of New Orleans 1997 - 2003
Skills
Small Business, Investment Properties, Disability Insurance, Real Estate, Sales, Health Insurance, Insurance, Customer Service, Investors, Foreclosures, Management, Employee Benefits, Investments, Term Life Insurance, Real Estate Transactions, Entrepreneurship, Training, Property, Whole Life, Selling, Medicare, Critical Illness, Brokers, Direct Sales, Accident, Long Term Care Insurance, Sales Process, Universal Life, Real Estate Investor, Real Property, Risk Management, Senior Products, Medicare Part D, High Deductible Health..., Health Savings Accounts, Short Term Medical, Vision Insurance, Creative Real Estate..., Insurance Planning, Medical Benefit Packages, Asset Protection, Income Protection, Individual Health..., Wholesale Real Estate, Rehabbing, Supplemental Insurance, Medicare Advantage, Dental Insurance, Property Flipping, Marketing
Education
University of New Orleans 2001 — 2005
BS in BA, Management, Marketing
University of New 2000 — 2005
B.S; MBA, Business Administration; 2006
Paintco Professional Painters LLC April 2015 - Present
HealthMarkets Insurance Agency October 2013 - Present
Skills
Customer Service, Life Insurance, Health Insurance, Direct Sales, Project Management, Project Planning, Residential Homes
Education
Indiana State University 2002 — 2007
Bachelor of Science (BS), Management & Business Administration
Oregon Davis Jr/Sr High School 1998 — 2002
HealthMarkets Insurance Agency October 2013 - Present
Insphere Insurance Solutions June 2012 - Present
Insurance and Community Topics October 2011 - Present
Independent Agent October 2007 - Present
Skills
Business Succession..., Disability Insurance, Fixed Annuities, Individual Health..., Life Insurance, Retirement Income..., Planning for Family..., Supplemental Health, Voluntary Employee..., Small Business, Retirement, Long-term Care, Whole Life, Long Term Care Insurance, Insurance, Term Life Insurance, Employee Benefits, IRAs, Universal Life, Financial Services, Retirement Planning, Strategic Financial..., 401k, Health Insurance, Estate Planning, Underwriting, 401k Rollovers
Education
Robert Morris University 1993 — 1995
BS BA
HealthMarkets Insurance Agency August 2011 - Present
T & T Poured Walls November 2005 - August 2011
Omaha World-Herald December 2004 - November 2005
Skills
Insurance, Long Term Care, Disability Insurance, Health Insurance, Brokers, Customer Service, Mathematics, Problem Solving, Underwriting, Life Insurance, Supplemental Health, Licensed Life & Health..., Organization, Employee Benefits, Term Life Insurance, Whole Life, Universal Life, Medicare, Accident, Critical Illness, Health Savings Accounts
Education
University of Nebraska-Lincoln 1999 — 2004
Bachelor of Science, Finance
Healthmarkets Insurance Agency 2010 - Present
Skills
Health Insurance, Life Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Whole Life, Insurance, Universal Life, Medicare, Critical Illness, Retirement, Insurance Brokerage, Accident Insurance, Sales, Licensed Life, Sales Management, Cafeteria Plans, Health Care Reform, Employee Benefits, Fixed Annuities, Health Savings Accounts, Long Term Care Insurance, Accident, Licensed Life & Health..., Small Business
Education
Columbus State 1998 — 1999
HealthMarkets Insurance Agency May 2014 - Present
American Family Life Assurance Company May 2013 - April 2014
Presbyterian Church (USA) January 1997 - May 2011
Skills
Teaching, Community Outreach, Theology, Religion, Fundraising, Youth Ministry, Program Development, Health Insurance, Team Building, Team Management, Windows 7, Customer Advocacy, Ethics, Writing, Speech Writing, Public Speaking, Public Relations, Recruiting, Direct Sales, Small Business, Human Resources, Employee Training, Training, Nonprofits, Strategic Planning, Leadership, Volunteer Management, Research, Editing, Customer Service, Marketing, Leadership Development, Event Planning, Microsoft Office, Sales, Pastoral Counseling, Employee Benefits
Education
Louisville Presbyterian Theological Seminary 1992 — 1996
Master's degree, Divinity/Ministry
The Ohio State University 1988 — 1991
Bachelor of Arts (BA), English Language and Literature/Letters
Antioch College 1983 — 1985
American Income Life Insurance Company August 2015 - Present
HealthMarkets Insurance Agency October 2014 - June 2015
Bankers Life and Casualty Company August 2011 - October 2014
Skills
Long-term Care, Long Term Care Insurance, Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Medicare Supplements, Medicare, Certified in Long Term..., Health Insurance, Critical Illness, Retirement, Retirement Planning, Accident Insurance, Dental Insurance, Sales, Disability Insurance, Life and Disability..., General Insurance, Licensed in Idaho,..., Insurance, Accident, Universal Life, Customer Service, Employee Benefits
Education
Eastern Washington University 1979 — 1983
BS, Graphic Communications
Coeur d'Alene High School
HealthMarkets Insurance Agency May 1995 - Present
Trilogy Carpets February 1989 - February 1995
Skills
Individual Health..., Term Life Insurance, Universal Life, Long-term Care, Health Reimbursement..., Critical Illness Plans, Cafeteria 125 Plans, Supplemental Insurance..., Dental Insurance, Vision Insurance, Disability Insurance, Fixed Annuities, Medicare Options, Passion for Helping..., Dedicated, Exceeding Customer..., Licensed Life & Health..., Healthcare, 100% After Deductible..., High Deductible Health..., Accident Only Plans, Hospital Confinement..., Team Building, Leadership Development, Training Delivery, Supervisory Experience, Strategic Thinking, Exceeding Quotas, Medicare Advantage, Business Strategy, Accident, Insurance, Training, Retirement Planning, Underwriting, Employee Benefits, Group Insurance, Dentistry, Brokers, Permanent Life Insurance, Insurance Brokerage, Managed Hosting, Indexed Annuities, Whole Life, Sales, Life Insurance
Education
University of Notre Dame 1976 — 1977
Advanced Business Management
Ball State University 1971 — 1975
Bachelor of Science (BS), Marketing & Management
MassMutual Greater Richmond April 2015 - Present
HealthMarkets Insurance Agency November 2013 - April 2015
Lake Anna Building Design May 1992 - November 2013
Lake Anna Business Partnership 2006 - 2011
Van Metre Companies July 1989 - June 1993
Springfield Engineering Corp. July 1986 - July 1989
Sebring Development Corp. January 1982 - June 1986
U.S. Army 1970 - 1985
Exxon Company, USA August 1976 - July 1982
Skills
Retirement Planning, Whole Life, Long Term Care Insurance, Disability Insurance, Education Funding, Term Life Insurance, Universal Life, Medicare Supplements, Annuity Sales, Employee Benefits, Financial Services, Life Insurance, Health Insurance, Small Business, Small Business..., Key Person Insurance, Exit Strategies, Business Transition..., Leadership, Team Building
Education
University of Southern Mississippi 1968 — 1971
BS, Architecture
University of Louisiana at Lafayette 1976 — 1978
management graduate studies
Healthmarkets Insurance Agency August 2002 - Present
UGA Insurance 2002 - 2004
HNTB August 1993 - December 1995
Johnson County Community College August 1992 - December 1993
DeVry Institute of Technology June 1991 - August 1992
Skills
Health Insurance, Disability Insurance, Long-term Care, Life Insurance, Insurance, Small Business, Fixed Annuities, Whole Life, Medicare, Long Term Care Insurance, Leadership, Commercial Insurance, Employee Benefits, Accident, Umbrella Insurance, Term Life Insurance, Retirement, Training, Sales, Universal Life, Critical Illness, Healthcare, Direct Sales, Underwriting, Team Building, Brokers, Dentistry, Health Savings Accounts, Health Policy, Managed Care, Accident Insurance, Medicare Part D, Business, Cold Calling, General Insurance, Property & Casualty..., Health Care Reform, communication skills, Listening Skills, Consultation, 401k, Licensed Life & Health..., Group Insurance, Claim, Casualty, Financial Planners, Finance, Strategic Financial..., Recruiting
Education
University of Kansas
Master of Science (MS), Engineering Management
HealthMarkets Insurance Agency April 2003 - Present
MMCA Financial 2001 - 2003
Loras College 1996 - 2000
Skills
Health Insurance, Disability Insurance, Whole Life, Long-term Care, Universal Life, Insurance, Account Management, Sales Management, Life Insurance, Customer Service, New Business Development, Outlook, Fixed Annuities, Strategic Planning, Property & Casualty..., Employee Benefits, Negotiation, Public Speaking, Contract Negotiation, Retirement Planning, Passion for Helping..., Exceeding Customer..., Final Expense Insurance, Fixed Index Annuities, Dental & Vision Plans, Trusted Advisor, Highly Dedicated, High level of initiative, Health Care Reform, Indexed Annuities, Sales, Management, Coaching, Internet, Internet Recruiting, Brand Management, Brand Development, Small Business, Compliance, Consulting, Consultants, Financial Risk, HR Consulting, HIPAA, Interviews, Key Account Management, Networking, Organization, Research, Underwriting
Education
Loras College 1996 — 2000
Bachelor of Arts (B.A.), Accounting
Healthmarkets Insurance Agency June 1998 - Present
Auto Trader January 1996 - June 1998
Skills
Disability Insurance, Health Insurance, Term Life Insurance, Long-term Care, Life Insurance, Insurance, Whole Life, Retirement, Long Term Care Insurance, Small Business, Health Savings Accounts, Medicare, Universal Life, Affordable Health..., Needs Analysis, Consultative Selling..., Passion for Helping..., Exceeding Customer..., Exceeding Quotas, Highly Dedicated, High level of initiative, Exceptional People..., High Impact..., Trusted Business Partner, Customer Acquisition, Customer Support, Long-term Customer..., Building Strong..., Client Focus, Caring, Collaborative Problem..., Team Leadership, Leading Organizational..., Employee Benefits, Licensed Life & Health..., Critical Illness, Accident, Fixed Annuities, Retirement Planning, Dentistry, Brokers, Group Insurance, IRAs, Sales, Customer Service, Team Building, Sales Management, Leadership
Education
Kent State University
Bachelor of Business Administration (BBA), Business
New York Life Insurance Company April 2014 - Present
AmWINS Group January 2014 - April 2014
HealthMarkets Insurance Agency June 2011 - January 2013
TD Auto Finance September 2010 - June 2011
Novo1 May 2006 - August 2007
Access Health Inc July 2004 - March 2006
Star Tracks Video March 1998 - March 2001
Skills
Variable Products, Insurance, Training, Employee Benefits, Term Life Insurance, Recruiting, Health Insurance, Life Insurance, Sales, Customer Service, Long Term Care Insurance, Underwriting, Long-term Care, Fixed Annuities, Accident Insurance, Commercial Insurance, Public Speaking, Whole Life, Health Savings Accounts, Universal Life, Property & Casualty..., Variable Life, Variable Annuities, Casualty, Leadership, Sales Operations, Umbrella Insurance, Licensed Life & Health..., Team Building, Sales Management, Interviews, Retirement Planning, Retirement, Accident, Medicare, Onboarding, Applicant Tracking..., Staffing Services, Microsoft CRM, Cold Calling, Sourcing, Conference Speaking, Small Business, Healthcare, Marketing, Strategic Planning, Coaching, Motivational Speaking, Seminars, Securities
Education
Louisiana Tech University 1996 — 2003
Bachelor of Arts, Organizational Communication
Mississippi School for Mathematics and Science 1994 — 1996
High School DiplomaMississippi School, College Prep
HealthMarkets Insurance Agency 2007 - Present
Old Time Pottery 1997 - 2007
Winn Dixie 1980 - 1997
Skills
Term Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Health Savings Accounts, Medicare, Insurance, Retirement, Small Business, Whole Life, Dedicated Professional, Trusted Advisor, Passion for Helping..., Exceeding Customer..., Easy to Talk to, Building Customer..., Prospecting for New..., Solution Selling, Sales, New Business Development, Key Account Acquisition..., Retirement Planning, Fixed Annuities, Life Insurance, Universal Life, Long Term Care Insurance, Employee Benefits, Management, Sales Management, Leadership, Dentistry, Accident, Indexed Annuities, Critical Illness
Education
Emory University
Legal Services Link, LLC August 2015 - Present
HealthMarkets Insurance Agency July 2008 - Present
Wells Fargo Financial June 2004 - July 2008
Skills
Disability Insurance, Health Insurance, Life Insurance, Insurance, Long Term Care Insurance, Retirement, Medicare, Small Business, Dentistry, Term Life Insurance, Fixed Annuities, Long-term Care, Whole Life, Health Savings Accounts, Health, Budgets, Employee Benefits, Accident, Financial Planners, Agents, Group Insurance, Investments, Workers Compensation, Critical Illness, Retirement Planning, Underwriting, Umbrella Insurance, 401k, Estate Planning, Universal Life, General Insurance, IRAs, Insurance Brokerage, Commercial Insurance, Brokers, Property & Casualty..., Professional Liability, Sales, Strategic Financial..., Casualty, Licensed Life & Health..., Legal Liability, Cold Calling, Wealth, Series 6, Financial Planning
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Finance, General
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Finance, Finance, General
HealthMarkets Insurance Agency January 2014 - Present
Rayz the Bar, Inc. February 2007 - Present
Insphere Insurance Solutions January 2013 - December 2013
US Army Reserves May 1983 - June 2013
Insphere Insurance Solutions August 2007 - January 2013
Anco Products, Inc. June 1995 - January 2007
ABATCO, Inc. January 1993 - June 1995
API Construction Company June 1991 - January 1993
Skills
Long Term Care, Health Insurance, Health, Disability Insurance, Retirement, Retirement Planning, Long-term Care, Defense, Insurance, Medicare, Command, Accident, Small Business, Dentistry, Leadership, Healthcare, Affordable Health..., Passion for Helping..., Highly Dedicated, Consultative Selling..., High-Impact Sales..., High level of initiative, Superior Work Ethic, Team Leadership, Needs Analysis, Retirement Plans, Critical Illness/Cancer..., Hospital Confinement..., Dental & Vision Plans, Fixed Index Annuities, Copay Plans, Military, Army, Leadership Development, Program Management, Military Experience, Risk Management, Life Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Indexed Annuities, Management, Long Term Care Insurance, Whole Life
Education
University of Saint Thomas - School of Business 1991 — 1994
Master of Business Administration (MBA), Manufacturing and Finance
United States Military Academy at West Point 1979 — 1983
Bachelor of Science (BS), Industrial Engineering
HealthMarkets Insurance Agency March 2011 - Present
Sierra Pacific Home & Comfort, Inc. March 2010 - April 2011
SolarUniverse Network March 2009 - March 2010
ReachLocal August 2008 - March 2009
A&T Advertising & Publishing November 1999 - July 2008
Skills
Health, Long Term Care, Supplements, Insurance, Healthcare, Disability Insurance, Long-term Care, Employee Benefits, Health Insurance, Small Business, New Business Development, Fixed Annuities, Term Life Insurance, Retirement, Life Insurance, Accident, Advertising, Brokers, Cold Calling, Commercial Insurance, Critical Illness, Customer Retention, Customer Service, Direct Sales, General Insurance, Group Insurance, Health Savings Accounts, Insurance Brokerage, Leadership, Licensed Life & Health..., Long Term Care Insurance, Medicare, Property & Casualty..., Retirement Planning, Sales, Sales Management, Strategic Financial..., Training, Underwriting, Universal Life, Whole Life
Education
Central Connecticut State University 1992 — 1997
Bachelor of Science, Business and Marketing
Vaxio, Swenden 1996 — 1997
Bachelor of Science, International Business
HealthMarkets Insurance Agency September 2015 - Present
HealthMarkets Insurance Agency May 2014 - Present
Insphere Insurance Solutions July 2013 - Present
HealthMarkets September 2012 - Present
HealthMarkets March 2003 - Present
HealthMarkets Companies March 2003 - Present
Skills
Process Improvement, Financial Risk, Risk Assessment, Health Insurance, Business Process..., Business Process, Internal Controls, Insurance, CISA, Medicare, Accounting, Risk Management, Internal Audit, IT Audit, Financial Analysis, HIPAA, Sarbanes-Oxley Act, Claim, Auditing, Enterprise Risk..., Business Analysis, Financial Reporting, Sarbanes-Oxley, Governance, Finance
Education
Austin College 1983 — 1986
BA Business - Accounting Systems
HealthMarkets Insurance Agency July 2012 - Present
Skills
Life Insurance, Health Insurance, Medicare, Term Life Insurance, Disability Insurance, Customer Service, Health Care Reform, Long Term Care Insurance, Supplemental Health, Retirement, Fixed Annuities, Employee Benefits, Universal Life, Whole Life, Medicare Part D, Medicare Advantage, Medicare Supplements, Medicare Prescription..., Critical Illness, Access
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
AS, Actuarial Sciences
Georgia Institute of Technology 2006 — 2008