Insurance Services of America
Industry: Insurance company
DescriptionInsurance Services of America is an independent insurance brokerage specializing in insurance services, international health insurance, and short-term medical insurance for US citizens. Founder: Graham Bates Founded: 1970 Headquarters: Gilbert, AZ Parent organization: Group Insurance Inc. Subsidiary: Senior Advisory Services
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Insurance Services of America Employees
Employee
Years
Job
Industry
David R. Wells David R. Wells's Insurance Services of America Experience May 2002 - June 2003
Job Founder and CEO
Industry Financial Services
Experience
Wells Compliance Group September 2009 - Present
Sionix Corporation December 2009 - February 2013
Voyant International Corporation December 2005 - September 2009
Migo Software, Inc. (formerly PowerHouse Technologies Group, Inc.) July 2003 - October 2005
Insurance Services of America May 2002 - June 2003
StoryCorp Consulting (DRW Consulting, Inc.) January 2002 - May 2002
Broadstream, Inc. November 2000 - January 2002
Hollywood Stock Exchange (HSX.com) January 1999 - September 2000
WebChoice April 1998 - December 1998
HSO Business Systems January 1997 - December 1997
Skills
SEC filings, Growth Management, Mergers, Investor Relations, Venture Capital, IPO, Start-ups, Private Equity, Business Strategy, Divestitures, Acquisition Integration, Strategic Planning, Financial Reporting, Forecasting, Managerial Finance, Strategic Partnerships, Corporate Finance, Finance, Management Consulting, Business Planning, Due Diligence, Investments, Mergers & Acquisitions, Strategy, Sarbanes-Oxley Act, Corporate Development, Financial Structuring, Cross-functional Team..., GAAP, Budgets, Strategic Financial..., Business Valuation, Capital Markets, Acquisitions, Management, Public Relations, M&A experience, Accounting, Executive Management, Equities, Capital, Private Placements, Auditing, Valuation, Financial Services, Restructuring, Financial Analysis, ERP, Outsourcing, Enterprise Software
Education
Pepperdine University 1987 — 1988
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1988
MBA, Finance
Seattle Pacific University 1980 — 1984
Bachelors, Finance & Entrepreneurship
Wells Compliance Group September 2009 - Present
Sionix Corporation December 2009 - February 2013
Voyant International Corporation December 2005 - September 2009
Migo Software, Inc. (formerly PowerHouse Technologies Group, Inc.) July 2003 - October 2005
Insurance Services of America May 2002 - June 2003
StoryCorp Consulting (DRW Consulting, Inc.) January 2002 - May 2002
Broadstream, Inc. November 2000 - January 2002
Hollywood Stock Exchange (HSX.com) January 1999 - September 2000
WebChoice April 1998 - December 1998
HSO Business Systems January 1997 - December 1997
Skills
SEC filings, Growth Management, Mergers, Investor Relations, Venture Capital, IPO, Start-ups, Private Equity, Business Strategy, Divestitures, Acquisition Integration, Strategic Planning, Financial Reporting, Forecasting, Managerial Finance, Strategic Partnerships, Corporate Finance, Finance, Management Consulting, Business Planning, Due Diligence, Investments, Mergers & Acquisitions, Strategy, Sarbanes-Oxley Act, Corporate Development, Financial Structuring, Cross-functional Team..., GAAP, Budgets, Strategic Financial..., Business Valuation, Capital Markets, Acquisitions, Management, Public Relations, M&A experience, Accounting, Executive Management, Equities, Capital, Private Placements, Auditing, Valuation, Financial Services, Restructuring, Financial Analysis, ERP, Outsourcing, Enterprise Software
Education
Pepperdine University 1987 — 1988
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1988
MBA, Finance
Seattle Pacific University 1980 — 1984
Bachelors, Finance & Entrepreneurship
Alyssa Wright's Insurance Services of America Experience April 2012 - Present
Job Broker Advisor and Plan Specialist
Industry Insurance
Experience
Insurance Services of America April 2012 - Present
Mountainside Fitness Corporation June 2011 - October 2011
Verizon Wireless City Corporate June 2010 - December 2010
World Holdings, LLC June 2006 - October 2008
Scott Homes December 2001 - July 2002
Princeton Property Management May 1999 - December 2001
Skills
Property Management, Marketing Strategy, Advertising, B2B, Brand Management, Customer Service, Microsoft Office, Microsoft Excel, Insurance, Strategic Planning, Project Management, Real Estate, PowerPoint, Account Management, Marketing, Employee Benefits, New Business Development, Strategy, Term Life Insurance, Leadership, Training, CRM, Retirement, Business Planning, Health Insurance, Negotiation, Sales, Small Business, Management
Education
Arizona State University 2008 — 2010
Bachelors of Science, Exercise Science: Health Promotion
Arizona School of Real Estate and Business 2006 — 2006
Real Estate/Property Management, Real Estate
Gateway Community College 1994 — 1996
Respiratory Therapy, Respiratory Care Therapy/Therapist
Chandler High.
Insurance Services of America April 2012 - Present
Mountainside Fitness Corporation June 2011 - October 2011
Verizon Wireless City Corporate June 2010 - December 2010
World Holdings, LLC June 2006 - October 2008
Scott Homes December 2001 - July 2002
Princeton Property Management May 1999 - December 2001
Skills
Property Management, Marketing Strategy, Advertising, B2B, Brand Management, Customer Service, Microsoft Office, Microsoft Excel, Insurance, Strategic Planning, Project Management, Real Estate, PowerPoint, Account Management, Marketing, Employee Benefits, New Business Development, Strategy, Term Life Insurance, Leadership, Training, CRM, Retirement, Business Planning, Health Insurance, Negotiation, Sales, Small Business, Management
Education
Arizona State University 2008 — 2010
Bachelors of Science, Exercise Science: Health Promotion
Arizona School of Real Estate and Business 2006 — 2006
Real Estate/Property Management, Real Estate
Gateway Community College 1994 — 1996
Respiratory Therapy, Respiratory Care Therapy/Therapist
Chandler High.
Steve Radu Steve Radu's Insurance Services of America Experience June 2000 - May 2002
Job Senior Vce President, Mortgage Portfolio Management Resolution Strategies at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Bank of America July 2008 - May 2013
Countrywide Home Loans May 2002 - July 2008
Insurance Services of America June 2000 - May 2002
Support Systems International March 1997 - June 2000
Pacific Rim Assurance August 1991 - January 1997
TLJ Financial Services December 1989 - May 1991
Skills
Financial Services, Credit Risk, Mortgage Lending, Finance, Mortgage Banking, Managerial Finance, Business Analysis, Business Development, Negotiation, Executive Management, Financial Analysis, Banking, Credit, Residential Mortgages, Strategic Planning, Operations Management, Operational Risk..., Credit Analysis, Management, Data Analysis, Financial Modeling, Strategic Financial..., Insurance, Property & Casualty..., Corporate Finance
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance
California State University-Long Beach
Bachelor of Science (B.S.), Finance
Bank of America May 2013 - Present
Bank of America July 2008 - May 2013
Countrywide Home Loans May 2002 - July 2008
Insurance Services of America June 2000 - May 2002
Support Systems International March 1997 - June 2000
Pacific Rim Assurance August 1991 - January 1997
TLJ Financial Services December 1989 - May 1991
Skills
Financial Services, Credit Risk, Mortgage Lending, Finance, Mortgage Banking, Managerial Finance, Business Analysis, Business Development, Negotiation, Executive Management, Financial Analysis, Banking, Credit, Residential Mortgages, Strategic Planning, Operations Management, Operational Risk..., Credit Analysis, Management, Data Analysis, Financial Modeling, Strategic Financial..., Insurance, Property & Casualty..., Corporate Finance
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance
California State University-Long Beach
Bachelor of Science (B.S.), Finance
Adam Bates Adam Bates's Insurance Services of America Experience March 2000 - Present
Job Vice President
Industry Insurance
Experience
Insurance Services of America March 2000 - Present
Skills
Employee Benefits, Insurance, Marketing, Advertising, Sales, Accident Insurance, Leadership, Strategic Planning, Health Insurance, Marketing Strategy, New Business Development, Retirement, Health Savings Accounts, Life Insurance, Training, Team Building, Recruiting, Media Relations, Nonprofits, Time Management, Project Planning, Marketing Communications, Customer Service, Small Business, CRM, Project Management, Healthcare, Social Media Marketing, Strategy, Coaching, Leadership Development, Fundraising, Social Networking, Entrepreneurship, Account Management, Start-ups, Public Relations, Organizational..., Business Planning, Management, Budgets, Business Development
Education
University of Central Florida - College of Business Administration 1990 — 1995
Bachelor of Science
Insurance Services of America March 2000 - Present
Skills
Employee Benefits, Insurance, Marketing, Advertising, Sales, Accident Insurance, Leadership, Strategic Planning, Health Insurance, Marketing Strategy, New Business Development, Retirement, Health Savings Accounts, Life Insurance, Training, Team Building, Recruiting, Media Relations, Nonprofits, Time Management, Project Planning, Marketing Communications, Customer Service, Small Business, CRM, Project Management, Healthcare, Social Media Marketing, Strategy, Coaching, Leadership Development, Fundraising, Social Networking, Entrepreneurship, Account Management, Start-ups, Public Relations, Organizational..., Business Planning, Management, Budgets, Business Development
Education
University of Central Florida - College of Business Administration 1990 — 1995
Bachelor of Science
Joe Harban Joe Harban's Insurance Services of America Experience October 2010 - May 2011
Job Retirement Business Development Officer at PNC Institutional Asset Management
Industry Financial Services
Experience
PNC February 2013 - Present
2005-2008 May 2011 - Present
Fiesta Bowl January 2005 - Present
MassMutual Financial Group May 2011 - February 2013
MassMutual Financial Group May 2011 - February 2013
Fiesta Bowl January 2005 - January 2013
Insurance Services of America October 2010 - May 2011
Western RegionInsurance Services October 2010 - April 2011
2008-2010 March 2003 - September 2010
Principal Financial Group 2003 - 2010
Skills
Retirement Planning, Investments, Retirement, Employee Benefits, Mutual Funds, 401k, Finance, Leadership, Series 7, Relationship Management
Education
Drake University 1990 — 1992
B.S; QPFC, progress
Drake University 1989 — 1992
BS Business, Marketing & Economics
PNC February 2013 - Present
2005-2008 May 2011 - Present
Fiesta Bowl January 2005 - Present
MassMutual Financial Group May 2011 - February 2013
MassMutual Financial Group May 2011 - February 2013
Fiesta Bowl January 2005 - January 2013
Insurance Services of America October 2010 - May 2011
Western RegionInsurance Services October 2010 - April 2011
2008-2010 March 2003 - September 2010
Principal Financial Group 2003 - 2010
Skills
Retirement Planning, Investments, Retirement, Employee Benefits, Mutual Funds, 401k, Finance, Leadership, Series 7, Relationship Management
Education
Drake University 1990 — 1992
B.S; QPFC, progress
Drake University 1989 — 1992
BS Business, Marketing & Economics
Kayla Perry Kayla Perry's Insurance Services of America Experience August 2006 - Present
Job Marketing Rep at Insurance Services of America
Industry Insurance
Experience
Insurance Services of America August 2006 - Present
TDP Carpentry & Home Repair May 2012 - September 2013
Skills
Marketing, Healthcare, Life Insurance, Marketing Strategy, Insurance, Sales, Customer Service, Health Insurance, Employee Benefits, Strategic Planning, Account Management, Business Planning, Sales Management, Leadership, Team Building, Training, New Business Development, Project Management, Recruiting, Small Business, Customer Retention, Cold Calling
Education
ITI Technical College 2007 — 2009
"Associates of Business", Business Administration and Management, General
Insurance Services of America August 2006 - Present
TDP Carpentry & Home Repair May 2012 - September 2013
Skills
Marketing, Healthcare, Life Insurance, Marketing Strategy, Insurance, Sales, Customer Service, Health Insurance, Employee Benefits, Strategic Planning, Account Management, Business Planning, Sales Management, Leadership, Team Building, Training, New Business Development, Project Management, Recruiting, Small Business, Customer Retention, Cold Calling
Education
ITI Technical College 2007 — 2009
"Associates of Business", Business Administration and Management, General
Nafees Ali Nafees Ali's Insurance Services of America Experience May 2006 - April 2009
Job Sr. Licenced Sales Associate at Herman Burroughs Allstate
Industry Banking
Experience
Herman Burroughs Allstate January 2012 - Present
Allstate Insurance July 2010 - December 2011
Sahar Clinic May 2009 - May 2010
Insurance Services of America May 2006 - April 2009
Capitalone Bank August 2007 - March 2009
First community Credit Union 1996 - 2008
Insurance Services of America August 2003 - May 2006
Skills
Training, Coaching, Recruiting, Operations Management, Customer Satisfaction, Insurance, Sales, Customer Service, Account Management, Marketing, Management, Accounting, Credit, Sales Management, Team Building, Human Resources, Employee Relations, Employee Benefits, Entrepreneurship, Customer Retention, Lead Generation, Leadership
Education
University of Houston 2003 — 2007
Management, Management w/ Minor in Marketting & Certification in Entrapranuership
State of Texas 2004 — 2004
P & C License, Insurance
Herman Burroughs Allstate January 2012 - Present
Allstate Insurance July 2010 - December 2011
Sahar Clinic May 2009 - May 2010
Insurance Services of America May 2006 - April 2009
Capitalone Bank August 2007 - March 2009
First community Credit Union 1996 - 2008
Insurance Services of America August 2003 - May 2006
Skills
Training, Coaching, Recruiting, Operations Management, Customer Satisfaction, Insurance, Sales, Customer Service, Account Management, Marketing, Management, Accounting, Credit, Sales Management, Team Building, Human Resources, Employee Relations, Employee Benefits, Entrepreneurship, Customer Retention, Lead Generation, Leadership
Education
University of Houston 2003 — 2007
Management, Management w/ Minor in Marketting & Certification in Entrapranuership
State of Texas 2004 — 2004
P & C License, Insurance
Trina Bates (Ypsilanti) Trina Bates (Ypsilanti)'s Insurance Services of America Experience April 2011 - November 2012
Job Taking a break from the job scene...
Industry Philanthropy
Experience
Grand Canyon University December 2012 - September 2013
Insurance Services of America April 2011 - November 2012
ComebacKid July 2012 - July 2012
Davidson & Belluso May 2008 - April 2011
Good Impressions Printing March 2006 - April 2008
US Airways Center February 2003 - March 2006
Skills
Brand Management, Copywriting, Marketing, Project Management, Media Buying, Copy Editing, Marketing Strategy, Advertising, Social Media Marketing, Email Marketing, Marketing Communications, Direct Marketing, Social Media, Brand Development, Press Releases
Education
Arizona State University 1998 — 2002
BA, Spanish
Mountain Pointe HS 1994 — 1998
Grand Canyon University December 2012 - September 2013
Insurance Services of America April 2011 - November 2012
ComebacKid July 2012 - July 2012
Davidson & Belluso May 2008 - April 2011
Good Impressions Printing March 2006 - April 2008
US Airways Center February 2003 - March 2006
Skills
Brand Management, Copywriting, Marketing, Project Management, Media Buying, Copy Editing, Marketing Strategy, Advertising, Social Media Marketing, Email Marketing, Marketing Communications, Direct Marketing, Social Media, Brand Development, Press Releases
Education
Arizona State University 1998 — 2002
BA, Spanish
Mountain Pointe HS 1994 — 1998
Rachel Ruedi's Insurance Services of America Experience December 2012 - Present
Job Group Account Director at Insurance Services of America
Industry Marketing and Advertising
Experience
Insurance Services of America December 2012 - Present
Spiral Volleyball Club October 2013 - Present
Prime Time Volleyball Club November 2011 - June 2012
Horizon Hobby August 2011 - March 2012
Club One Volleyball November 2010 - June 2011
A Capella Media LLC January 2011 - April 2011
Skills
Social Media Marketing, Social Media, Coaching, Public Speaking, Marketing Strategy, Marketing Communications, Event Planning, Marketing, Customer Service, Executive Coaching, Team Building, Strategic Planning, Sales, Email Marketing, Event Management
Education
Lewis University 2007 — 2011
Bachelor of Arts (B.A.), Music Merchandising/Marketing
Insurance Services of America December 2012 - Present
Spiral Volleyball Club October 2013 - Present
Prime Time Volleyball Club November 2011 - June 2012
Horizon Hobby August 2011 - March 2012
Club One Volleyball November 2010 - June 2011
A Capella Media LLC January 2011 - April 2011
Skills
Social Media Marketing, Social Media, Coaching, Public Speaking, Marketing Strategy, Marketing Communications, Event Planning, Marketing, Customer Service, Executive Coaching, Team Building, Strategic Planning, Sales, Email Marketing, Event Management
Education
Lewis University 2007 — 2011
Bachelor of Arts (B.A.), Music Merchandising/Marketing
Persis Behramsha Persis Behramsha's Insurance Services of America Experience March 2005 - December 2007
Job Agent at Realm Real Estate Professionals
Industry Real Estate
Experience
Realm Real Estate Professionals February 2008 - Present
Novotny & Company April 2011 - November 2013
Insurance Services of America March 2005 - December 2007
ExxonMobil May 2004 - August 2004
ITIS January 1993 - December 2003
ITIS January 1993 - January 1999
Skills
Residential, Selling, Buying, Real Estate, Sellers, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Referrals, Buyer Representation, Leases, Foreclosures, Residential Homes, Contract Negotiation, Relocation, Investment Properties, Listings, ABR, New Home Sales, New Homes, Buyers, Sales, Condos, Investors, Management
Education
St. Xavier's College
BA, Sociology and Psychology Minor
Realm Real Estate Professionals February 2008 - Present
Novotny & Company April 2011 - November 2013
Insurance Services of America March 2005 - December 2007
ExxonMobil May 2004 - August 2004
ITIS January 1993 - December 2003
ITIS January 1993 - January 1999
Skills
Residential, Selling, Buying, Real Estate, Sellers, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Referrals, Buyer Representation, Leases, Foreclosures, Residential Homes, Contract Negotiation, Relocation, Investment Properties, Listings, ABR, New Home Sales, New Homes, Buyers, Sales, Condos, Investors, Management
Education
St. Xavier's College
BA, Sociology and Psychology Minor
Shane Fordham's Insurance Services of America Experience February 2000 - May 2001
Job Director of Account Management at Progressive Medical, Inc.
Industry Insurance
Experience
Progressive Medical, Inc. January 2013 - Present
Progressive Medical June 2004 - January 2013
St. Paul July 2001 - June 2004
Insurance Services of America February 2000 - May 2001
Skills
Managed Care, PBM, Key Account Management, Workers Compensation, Insurance, Account Management, Customer Relations, Pharmacy Benefit..., Sales Operations, Leadership, Employee Benefits, Customer Service, Sales, Selling, Management, Program Management, Marketing, Medicare, Claims Management, Claim, Process Improvement, Health Insurance, Property & Casualty...
Education
University of Georgia - Terry College of Business 1998 — 1999
Bachelor's of Business Administration, Risk Management and Insurance
Progressive Medical, Inc. January 2013 - Present
Progressive Medical June 2004 - January 2013
St. Paul July 2001 - June 2004
Insurance Services of America February 2000 - May 2001
Skills
Managed Care, PBM, Key Account Management, Workers Compensation, Insurance, Account Management, Customer Relations, Pharmacy Benefit..., Sales Operations, Leadership, Employee Benefits, Customer Service, Sales, Selling, Management, Program Management, Marketing, Medicare, Claims Management, Claim, Process Improvement, Health Insurance, Property & Casualty...
Education
University of Georgia - Terry College of Business 1998 — 1999
Bachelor's of Business Administration, Risk Management and Insurance
Linda Muoio's Insurance Services of America Experience July 1998 - February 2000
Job Senior Business Analyst Allscripts
Industry Information Technology and Services
Experience
Allscripts March 2014 - Present
Allscripts October 2005 - March 2014
Insurance Services of America July 1998 - February 2000
NCCI February 1986 - July 1998
Skills
Change Management, Process Improvement, Software Implementation, Business Analysis, Requirements Analysis, Healthcare Information..., Business Process..., Business Process
Education
Florida Atlantic University 1990 — 1992
BBA, Human Resources
Allscripts March 2014 - Present
Allscripts October 2005 - March 2014
Insurance Services of America July 1998 - February 2000
NCCI February 1986 - July 1998
Skills
Change Management, Process Improvement, Software Implementation, Business Analysis, Requirements Analysis, Healthcare Information..., Business Process..., Business Process
Education
Florida Atlantic University 1990 — 1992
BBA, Human Resources
Marsha Lewis's Insurance Services of America Experience January 2000 - April 2001
Job Senior Corporate Underwriting Consultant
Industry Insurance
Experience
Accident Fund Insurance Company of America November 2014 - Present
Liberty Mutual June 2005 - October 2014
CNA November 2003 - June 2005
Atlantic Mutual April 2001 - November 2003
Insurance Services of America January 2000 - April 2001
Auto Owners Insurance Co. July 1988 - January 2000
Skills
Commercial Lines, Property & Casualty..., Commercial Insurance, Training, Liability Analysis, Liability, Underwriting, Casualty, Workers Compensation, General Insurance
Education
Langston University 1981 — 1985
Business Mgt, Business Administration and Management, General
Insurance Institute of America
AU Designation, Associate Underwriting Designation
Accident Fund Insurance Company of America November 2014 - Present
Liberty Mutual June 2005 - October 2014
CNA November 2003 - June 2005
Atlantic Mutual April 2001 - November 2003
Insurance Services of America January 2000 - April 2001
Auto Owners Insurance Co. July 1988 - January 2000
Skills
Commercial Lines, Property & Casualty..., Commercial Insurance, Training, Liability Analysis, Liability, Underwriting, Casualty, Workers Compensation, General Insurance
Education
Langston University 1981 — 1985
Business Mgt, Business Administration and Management, General
Insurance Institute of America
AU Designation, Associate Underwriting Designation
Dale Haddix's Insurance Services of America Experience 1995 - Present
Job Musician , manager, public relations, networking.
Industry Insurance
Experience
Harmony Handbells August 2011 - Present
Insurance Services of America 1995 - Present
Haddix Insurance Services June 1992 - Present
Merrillville Community Schools October 1988 - May 2011
Skills
Insurance, Health Insurance, Brokers, Employee Benefits, Disability Insurance, Long Term Care, Term Life Insurance, Annuities, Retirement, Group Benefits, Medicare, Fixed Annuities, Professional Liability, Wealth, Whole Life, Long-term Care, Claim, Underwriting, Commercial Insurance, Casualty, Life Insurance
Education
Purdue University Calumet 1969 — 1973
B.A., American History
Crown Point High School
Harmony Handbells August 2011 - Present
Insurance Services of America 1995 - Present
Haddix Insurance Services June 1992 - Present
Merrillville Community Schools October 1988 - May 2011
Skills
Insurance, Health Insurance, Brokers, Employee Benefits, Disability Insurance, Long Term Care, Term Life Insurance, Annuities, Retirement, Group Benefits, Medicare, Fixed Annuities, Professional Liability, Wealth, Whole Life, Long-term Care, Claim, Underwriting, Commercial Insurance, Casualty, Life Insurance
Education
Purdue University Calumet 1969 — 1973
B.A., American History
Crown Point High School
State Farm Insurance
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