Independent Insurance Consultant
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Independent Insurance Consultant Employees
University of Arizona South August 2014 - Present
Eads Construction Redi Mix, Inc. February 2004 - Present
Canyon Rose Suites January 2001 - Present
Independent Insurance Consultant January 2002 - August 2014
Thunderbird Catastrophe Services December 1995 - October 2002
Hartka & Co. 1994 - 1995
Skills
Strategic Planning, Insurance, Entrepreneurship, Customer Service, Small Business, Contract Negotiation, Team Building, Claim, Negotiation, Public Speaking, New Business Development, Project Management, Management, Budgets, Property & Casualty..., Marketing, Leadership, Training, Business Planning, Leadership Development, Account Management, Sales
Education
San Francisco State University 1981 — 1982
B.A., Speech Communications
Stonehenge Insurance Solutions, Inc. February 2013 - Present
Independent Insurance Consultant January 2013 - Present
TRIGEN/PATRIOT NATIONAL INSURANCE GROUP May 2011 - January 2013
Tower Group Companies June 2010 - April 2011
RISK TRANSFER PROGRAMS/RISK AWARE January 2007 - May 2010
FIRST COMMERCIAL INSURANCE COMPANY August 2002 - January 2007
PARADYME HUMAN RESOURCES/PRESIDION February 1999 - August 2002
STAFF LEASING September 1996 - January 1999
BORG WARNER SECURITY CORPORATION October 1994 - August 1996
LIBERTY MUTUAL INSURANCE COMPANY September 1987 - May 1994
Skills
Insurance, Workers Compensation, Underwriting, Risk Management, Legal Liability, Auditing, Property & Casualty..., Commercial Insurance, Management, Policy, Risk Assessment, Casualty, Liability, Professional Liability, Reinsurance, Commercial Lines, General Insurance, Internal Audit, Claims Management, Claim
Education
Ball State University 1983 — 1987
Bachelor of Science, Accounting
Independent Insurance Consultant 2014 - Present
CSE Insurance Group March 2009 - January 2014
Farmers Insurance July 2007 - March 2009
California Department of Insurance March 2001 - July 2007
State Farm Insurance May 1993 - March 2001
Skills
Consulting, Compliance, Auditing, Consultancy, Management Consulting, Research, Staff Training, General Liability, Insurance Claims, Claims, Liability, Casualty, Property & Casualty..., Claim, Insurance, Legal Liability, Risk Management, Property Claims, Process Improvement, General Insurance, Training, Litigation Management, Financial Services, Program Management, Policy, Claims Management, Commercial Insurance, Health Insurance, Leadership, Employee Benefits, Finance, Coaching, Executive Management, Mediation, Insurance Law, Reinsurance, Professional Liability, Investigation, Commercial Lines, Term Life Insurance, Fraud, Claim Investigation, Subrogation, Excess, Brokers, Enterprise Risk..., Employment Practices..., Financial Risk, Risk Analysis, Claims Investigations
Education
Claremont Graduate University 2004 — 2008
Ph.D. Candidate, Higher Education
University of Southern California 2002 — 2004
Master of Education-Postsecondary Administration and Student Affairs, Higher Education
Morehouse College 1988 — 1991
B.A., Business Administration - Banking/Finance-Pre-Medicine
J.F. Kennedy High School 1979 — 1982
Dell September 2013 - Present
Dell January 2012 - September 2013
Dell January 2010 - January 2012
Independent Insurance Consultant July 2009 - December 2009
Bupa Latin America and The Carribean December 2008 - June 2009
UnitedHealth Group International August 2001 - March 2008
Home State County Mutual December 1999 - August 2001
Skills
Operations Management, Process Improvement, Customer Service, Negotiation, Customer Relations, Healthcare, Account Management, Call Center, Product Development, Coaching, Insurance, Problem Solving, Team Leadership, Budgeting, Risk Management, International Business, Microsoft Office, Product Management, Health Insurance, Business Analysis, Call Centers, Business Process..., Program Management, Strategic Planning, Management, Executive Management, Change Management, Leadership, Vendor Management, Leadership Development, Team Building, Strategy, Forecasting, Business Development, Analysis, Budgets, Business Strategy, Team Management, Business Planning, Contract Negotiation, New Business Development, Cross-functional Team..., Training, Outsourcing, CRM, Project Management
Education
Howard Payne University
BA, Spanish and minor in Business Administration
Notre Dame, Teignmouth, UK
Culligan Dallas 2015 - Present
MedxPrime / Financial Halo October 2014 - Present
Culligan Dallas 2015 - 2015
Culligan Dallas 2015 - 2015
Independent Insurance Consultant May 2011 - October 2014
Delta Corporate Services February 2007 - May 2010
Available May 1977 - February 2007
Skills
Leadership, Start-ups, Training, Professional Services, Consulting, Team Building, Outsourcing, Strategic Planning, Team Leadership, Change Management, Marketing Strategy, Business Process..., Sales Management, Coaching, Selling, Solution Selling, Direct Sales, Sales, Marketing, Recruiting, Social Media, Sales Process, Program Management, Project Planning, CRM, Business Development, Interviews, Security, Management, Business Analysis, Business Intelligence, Employee Benefits, Insurance
Education
Rutgers University, New Jersey 1973 — 1977
"Bachelor of Science"
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
B.S.
Earle Mack School of Law at Drexel University August 2013 - Present
PDLG 2013 - 2014
Verisk Analytics November 2006 - July 2013
Independent Insurance Consultant 2001 - 2006
Specialty Claims Service 2001 - 2001
Horace Mann 1999 - 2001
Skills
Settlement Negotiations, Risk Assessment, Plan Review, Policy Analysis, Fraud Investigations, Commercial Insurance, Loss Analysis, Technical Writing, Rating, Analysis, Fraud, Claim, Underwriting, Policy, Public Speaking, Legal Writing, Microsoft Office, Legal Research, PowerPoint, Research, Microsoft Word, Westlaw, Microsoft Excel, Event Planning
Education
Drexel University 2013 — 2016
Juris Doctorate Candidate, Law - Intellectual Property
University of Houston-Victoria 2007 — 2009
Bachelor of Applied Science (BASc), Biology/Biological Sciences, General, Magna Cum Laude
Houston Community College 2006 — 2007
Associate of Science (AS), Biology/Biological Sciences, General, Highest Honors
University of Cincinnati 1997 — 1999
Business Administration and Management, General
Experis Finance (formerly Jefferson Wells International) July 2010 - Present
Clermont Specialty Managers, Ltd. (Insurance - a WR Berkley Company) January 2009 - May 2010
Experis Finance (formerly Jefferson Wells International) June 2008 - January 2009
Frenkel & Co., Inc. (International Insurance Brokers) October 2002 - May 2008
Sompo Japan Insurance Co. (formerly Yasuda Fire & Marine) July 1999 - September 2002
Independent Insurance Consultant September 1998 - July 1999
Excess Line Association of New York (ELANY - insurance trade / advisory organization) March 1993 - September 1998
Western World Insurance Group April 1980 - February 1993
Skills
Internal Controls, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Audit, Auditing, Managerial Finance, Accounting, Variance Analysis, Account Reconciliation, General Ledger, Management, Analysis, Due Diligence, Finance, Cash Management, GAAP, Sarbanes-Oxley, Financial Statements, Mergers & Acquisitions, Process Improvement, Budgets, Statutory Accounting, Executive Management, Financial Accounting, Financial Audits, Enterprise Risk..., Banking, Financial Risk, Business Analysis, Consolidation, Insurance
Education
Fairleigh Dickinson University
MBA, Accounting
Independent Insurance Consultant December 2014 - Present
Applied Systems, Inc. March 2014 - December 2014
Applied Systems, Inc April 2006 - March 2014
Donegal Insurance Group July 2000 - April 2006
Hamilton/Premier Ins. Companies February 1997 - July 2000
A.A.Anthony Group/Insurance World, Inc March 1988 - February 1997
Independent Stations Co September 1978 - December 1985
Skills
Insurance, Underwriting, Automation, Licensing, Vendor Management, Billing, Property & Casualty..., Agents, Billing Systems, Training, Commercial Insurance, Management, Business Development, New Business Development, Business Analysis, Software Documentation, Invoicing, Process Improvement, Real Time, Technology, General Insurance, Claim, Workers Compensation, Solution Selling, Risk Management, Employee Benefits, Brokers
Education
Computer Learning Network and H.A.C.C. 1999 — 2000
Certificates, Various Hardware & Software courses
Harrisburg Area Community College 1986 — 1988
Associates, Business Administration
Dale Carnegie 1985 — 1986
Certificate, Public Speaking & Business Management
Insphere Insurance Solutions February 2011 - Present
Independent Insurance Consultant February 2006 - February 2011
Cyberian Outpost 1998 - 2006
Skills
Insurance, Entrepreneurship, Public Speaking, Non-profits, New Business Development, Marketing Strategy, Investments, Team Building, Business Development, Sales Management, Account Management, Fundraising, Online Marketing, Whole Life, Health Insurance, Sales, Medicare, Analysis, Long Term Care Insurance, Program Management, Life Insurance, Event Management, Customer Service, Contract Negotiation
Education
Dartmouth College
Underwriting Insight, LLC June 2011 - Present
Independent Insurance Consultant October 2009 - May 2011
Munich Reinsurance America 1977 - May 2009
American Re-Insurance Company August 1977 - January 1997
CNA Insurance 1976 - 1977
Skills
Underwriting, Marketing Research, Reinsurance, Property & Casualty..., Casualty, Commercial Insurance, Workers Compensation, Captives, Professional Liability, Insurance, Excess, Brokers, Financial Risk, D&O, Marketing, Commercial Lines, Liability, General Insurance, Umbrella Insurance, Claim, Claims Management, CPCU, Litigation Management, Legal Liability, Health Insurance, Inland Marine, Employment Practices..., Liability Analysis, Risk Management, Insurance Law, Product Liability, Casualty Insurance
Education
University of North Carolina at Chapel Hill
BA, European History & Psychology
other
CPCU, Insurance
Willis June 2011 - Present
Independent Insurance Consultant January 2011 - July 2011
Executive Planning Services June 2010 - November 2010
A.D.A.M, Inc February 2010 - March 2010
Digital Insurance 2005 - 2010
eNucleus 2004 - 2005
American Traveler 2002 - 2004
UnitedHealthcare 1997 - 2002
Skills
Employee Benefits, Training, Competitive Analysis, Benefits Administration, Insurance, CRM, Health Insurance, Human Resources, Team Building, Leadership, Management, Change Management, Sales, Time Management, Account Management, Analysis, Life Insurance, Disability Insurance, Brokers, Customer Service
Education
Florida Atlantic University 1988 — 1990
BHCA, Heath Care Administration
Cashton, Inc. June 1998 - Present
ResumeBear, Inc. June 2006 - June 2009
Independent Insurance Consultant January 1988 - May 2003
Skills
Advertising, Small Business, Online Advertising, Marketing, Marketing Strategy, Training, Leadership, Social Networking, Social Media Marketing, Retail, Online Marketing, Lead Generation, B2B, Entrepreneurship
Education
The Institute for Global Listening and Communication 2005 — 2005
Masterful Listening
Metropolitan State University of Denver 1998 — 2002
BS, Marketing
Denver Technical College 1996 — 1998
EE, Electronic Enginerring Technology
Colonial Life December 2006 - Present
Independent Insurance Consultant November 2003 - Present
Skills
Disability Insurance, Insurance, Term Life Insurance, Accident, Health Insurance, Health Savings Accounts, Brokers, Life Insurance, Long-term Care, Leadership Development, General Insurance, Long Term Care Insurance, Fixed Annuities, Public Speaking, Critical Illness, Leadership, Customer Service, Team Building, Small Business, Coaching, Employee Benefits
Education
Illinois State University 1974 — 1980
Harold Washington University 1974 — 1974
Moore's Lodge September 2008 - Present
Independent Insurance Consultant 2007 - 2010
Just about all of them...;0) 1976 - 2006
Skills
Claim, Liability, Property, Commercial Insurance, Insurance, Brokers, Reinsurance, Underwriting, Property & Casualty..., Professional Liability, Risk Management, General Insurance, Casualty Insurance, Management, D&O, Employee Benefits, Strategic Planning, Health Insurance, New Business Development, Team Building, Customer Service, Account Management
Education
University of New Hampshire 1960 — 1964
Bacheor of Arts, Sociology
Independent Insurance Consultant September 2014 - Present
CNA 1998 - September 2014
Firemans Fund Insurance Company 1996 - 1998
CIGNA 1982 - 1996
Skills
Legal Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Casualty, Underwriting, Commercial Lines, Liability, Umbrella Insurance, General Insurance, Risk Management, Insurance, Reinsurance, Claims Management, Professional Liability, Brokers, Casualty Insurance
Education
Aurora University
BA, Math, Psychology
Independent Insurance Consultant July 2010 - Present
Dorado Development LLC 2005 - Present
Bryco Asphalt Milling May 2000 - 2005
Education
Mesa Community College
Old Republic Construction Program Group 2005 - Present
Construction Program Group 2003 - 2005
Willis 2002 - 2003
Reliance National Insurance Company 1991 - 2002
Independent Insurance Consultant 1989 - 1991
The Hartford 1981 - 1989
Skills
Casualty, Commercial Insurance, Liability, Workers Compensation, Insurance, Claim, Risk Management, Casualty Insurance, Management, Litigation Management, Excess, Commercial Lines, Umbrella Insurance, Employment Practices..., General Insurance, Brokers
Education
Iona College
Independent Insurance Consultant April 2014 - Present
Browning Insurance April 2012 - April 2014
AIG Benefit Solutions May 2005 - March 2012
CBIZ Worksite Services, Inc 2003 - 2005
Skills
Disability Insurance, Brokers, Term Life Insurance, Insurance, Employee Benefits, Umbrella Insurance, Long-term Care, Health Insurance, Commercial Insurance, Group Insurance, Benefits Administration, Workers Compensation, Program Management, Self-funded, Underwriting, Property & Casualty..., 401k, Retirement Planning, Liability, Whole Life, Health Care Reform, Claims Management, Accident, Life Insurance, Universal Life, Critical Illness, Health Savings Accounts, Risk Management, Fixed Annuities, Dentistry, Professional Liability, Claim, Medicare, Sales, General Insurance, Group Medical, Flexible Spending..., Retirement, Reinsurance, Commercial Lines
Education
Eastern Illinois University
Blue Cross Blue Shield of Michigan February 2014 - Present
Independent Insurance Consultant April 2013 - February 2014
WellPoint November 2008 - February 2013
WellPoint September 2005 - November 2008
WellPoint July 2004 - September 2005
Health Net November 2003 - July 2004
WellPoint September 2000 - November 2003
Blue Cross and Blue Shield Association June 1991 - March 2000
Skills
Medicare, Health Insurance, Insurance, Medicare Part D, Provider Relations, Hospitals, Network Development, Product Development, Management, Business Strategy, Segmentation, Managed Care, HMO, Leadership
Education
University of Michigan 1981 — 1985
BA, Economics and Scandinavian Studies
University of Lund, Lund, Sweden
Independent Insurance Consultant 2005 - Present
Independent Consultant Northeast 2004 - 2007
Architecture and Design 1990 - 2004
Skills
Whole Life, Insurance, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Health Insurance, Universal Life, Critical Illness, Accident Insurance
Education
Roger Williams University
Wentworth Institute of Technology