Insurance Solutions
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Insurance Solutions Employees
Insurance Solutions March 2005 - Present
Carol Kreger Agency February 1982 - March 2005
Vetrans Adminstration August 1980 - February 1982
University of Michigan Medical Center July 1980 - February 1982
Northern Michigan Hospitals March 1972 - September 1977
Skills
Health Insurance, Term Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, General Insurance, Commercial Insurance, Brokers, Underwriting, Casualty, Liability, Legal Liability, Member of Toastmasters
Education
Eastern Michigan University 1978 — 1981
Bachlor of Science, Microboilogy and Biochemistry
North Central Michigan College 1972 — 1977
Associates, Science
Petoskey High School 1968 — 1972
P & C Insurance Specialists LLC October 2010 - Present
Insurance Solutions July 2008 - October 2010
Skills
Insurance, General Insurance, Customer Service, Health Insurance, Commercial Insurance, Property & Casualty..., Life Insurance, Small Business, Customer Retention, Sales, Direct Sales, Team Building, Account Management, Training, Fixed Annuities, Customer Satisfaction, Marketing
Education
Brown Mackie College-Salina
Business
Enterprise Rent-A-Car December 2014 - Present
Enterprise Rent-A-Car January 2014 - Present
Sonoma State University 2008 - 2013
Insurance Solutions May 2008 - August 2008
Skills
Order Processing, Cashiering, Operations Management, Cash Handling Experience, Customer Service, Responsiveness, Close Attention to..., Remaining calm in a..., Time Management, Teamwork, Critical Thinking, Leadership, Customer Satisfaction, PowerPoint
Education
Sonoma State University 2008 — 2013
Bachelor of Arts (B.A.), Psychology
GMGS Risk Management & Insurance Services November 2013 - Present
Insurance Solutions October 2011 - November 2013
IMACO Ca, Inc. August 2010 - August 2011
E.T.E. February 2010 - June 2010
Golden West College August 2005 - December 2009
Skills
AMS 360, Peachtree, MAS..., Microsoft Office 2007, Internet, Payroll, Invoicing, Bank Reconciliation, General Ledger, Time Management, Journal Entries, Financial Statements, Internal Audit, Finance, Management, QuickBooks, Data Entry, Financial Analysis, Financial Reporting, Spreadsheets, Employee Benefits, Commissioning, Compliance, Contract Management
Education
Cal State Fullerton 2007 — 2009
B.A., Accounting
Golden West College 2005 — 2007
A.A., Accounting
Foreign Trade University, Vietnam 2000 — 2004
B.A., International Business/Trade/Commerce
Le Quy Don High School, Vietnam 1997 — 2000
High School Diploma, English
Robert E. Harris Insurance Agency, Inc. January 2014 - Present
Southern California Insurance Geeks 2013 - Present
Insurance Solutions July 2013 - November 2013
Solomon & Solomon Insurance April 2013 - July 2013
Insurance Office of America October 2012 - November 2012
Petra Risk Solutions December 2009 - January 2011
Carl Warren & Company April 2008 - February 2009
Arrowhead General Insurance Agency, Inc. July 2006 - March 2008
The Cyberian Group, Inc. July 2001 - May 2006
Insurance Skills Center 2003 - 2003
Skills
Property & Casualty..., Employee Benefits, Writing Skills, Proficient in Microsoft..., Account Management, Coverage Analysis, Sales & Marketing, Workers Compensation, Underwriting, Health Insurance, Casualty, Commercial Lines, Insurance, Brokers, Commercial Insurance, General Liability, Risk Management, Legal Liability, Marketing, Excess, Insurance Brokerage, Training, Liability, Professional Liability, D&O, General Insurance, Liability Analysis, Disability Insurance, Umbrella Insurance, Negotiation, Customer Service, Health Savings Accounts, Reinsurance, Analysis, Claims Management, Employment Practices..., Claim, Inland Marine, Licensed Property &..., Claim Investigation, Agents, Workers' Compensation..., Marine Insurance, Management, Captives, Property Damage, Directors & Officers..., Claims Handling, Claims Resolution, Term Life Insurance
Education
Brooks College 1983 — 1985
AA, Marketing/Merchandising
Edison High School 1979 — 1983
Diploma, General Education
Williams Scotsman July 2013 - Present
Insurance Solutions August 2009 - July 2013
KLEEN KRAFT SERVICES 2005 - 2009
Athens Services June 1990 - October 2002
Skills
Customer Service, New Business Development, Negotiation, Strategic Planning, Team Building, Marketing Strategy, Contract Negotiation, Team Leadership, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Sales Management
Education
Rio Hondo College
Associate of Arts (AA), Theatre/Theater
Conover Insurance October 2013 - Present
AAA Insurance Agency March 2011 - October 2013
Insurance Solutions October 2007 - July 2010
Nationwide Insurance August 2005 - October 2007
Nationwide Insurance March 2003 - August 2005
Spherion Temporary Service December 2002 - March 2003
Martha Vance and Associates December 2001 - August 2002
Lazarus Department Store July 2001 - April 2002
Dillard's Department Store May 1998 - September 2001
Jerome Schottenstein Center September 1999 - June 2001
Skills
PowerPoint, Leadership, Spreadsheets, Insurance, Customer Service, Microsoft Word, Microsoft Excel, Property & Casualty..., Commercial Insurance, Research, Process Improvement, Event Planning, Account Management, Team Building, Outlook, Microsoft Office, Sales, Lotus Notes, Marketing
Education
The Ohio State University 1999 — 2002
Bachelor of Arts, areas of; English and Medieval and Renaissance Studies
Art Institute of Seattle
Photography
Southwire Company July 2012 - Present
Alcoa Power and Propulsion July 2011 - June 2012
Alcoa Power and Propulsion October 2010 - August 2011
Alcoa 2005 - 2010
Alcoa Fujikura Ltd. 1998 - 2000
Insurance Solutions 1996 - 1998
Insurance Solutions 1996 - 1998
EBI - Erie 1994 - 1996
Skills
EHS, EHS Management Systems, Safety Management..., Industrial Hygiene, Environmental Awareness, Occupational Health, 5S, Construction Safety, Continuous Improvement, Accident Investigation, Auditing, Behavior Based Safety, EPA, Environmental Auditing, Environmental Compliance, Environmental..., Ergonomics, HAZWOPER, Hazard Analysis, Hazard Recognition, Hazardous Waste..., ISO, ISO 14001, Incident Investigation, Industrial Safety, Inspection, Kaizen, Lean Manufacturing, Manufacturing, Process Improvement, Risk Assessment, Root Cause Analysis, Safety Auditing, Safety Training, Sustainability, Workplace Safety
Education
Slippery Rock University of Pennsylvania 1990 — 1994
B.S., Safety and Environmental Management
Women Unlimited
TBSX Inc. DBA The Body Sculpt Xpress October 2012 - Present
Service Corp International January 2010 - March 2012
Casper Mortgage Services Inc August 1995 - January 2007
Insurance solutions April 1988 - May 1995
Skills
Sales Management, Personnel Recruiting, Sales Trainings, Coaching, Mentoring, Start-ups, Team Building, P&L Management, Sales Plans, Marketing Strategy, Advertising, Estate Tax Planning, Market Analysis, Business Management, Expense Management, Budgeting, Financial Planning, Field Training, Budgets
Education
California Coast University 2011 — 2012
Bachelor of Science (BS), Business Admin/marketing, 3.72
Casper College 1987 — 1988
Associate of Science (A.S.), Industrial Electronics Technology/Technician
Second Sunrise Credit Repair Services March 2015 - Present
Bartercard USA 2013 - Present
Bartercard USA - Sou August 2013 - March 2015
Insurance Solutions October 2007 - August 2013
Ben Arnold Beverage Company February 1992 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Strategic Planning, Budgets, Training, Business Development, Management, Sales, Team Building, Entrepreneurship, Sales Management, Marketing, Leadership, Marketing Strategy, Negotiation, Contract Negotiation, Event Management, Pricing, Business, Insurance, Social Media, Direct Sales, Social Media Marketing, Small Business, Sales Process, Business Strategy, Sales Operations, Team Leadership, Coaching, Key Account Management, Start-ups, Marketing Communications, Strategy, Retail, B2B, Cold Calling, Business Planning, Sales Presentations
Education
Coker College 1982 — 1986
Bachelor's degree, Political Science and Government with Minor in Business Administation, College
Bishop England High School 1978 — 1982
Insurance Solutions March 2013 - Present
International Student Exchange July 2012 - Present
Aflac January 2012 - Present
The Therapy Center Day Spa January 2009 - March 2011
Bluebonnet Feeds by AC Nutrition January 2005 - July 2008
American National Bank 2002 - 2004
Skills
Employee Benefits, Disability Insurance, Cafeteria Plans, Accident, Voluntary Employee..., Vision Insurance, Licensed Life, Claim, QuickBooks, Licensing, Accident Insurance, Non-profit Volunteer
Education
East Central University 2001 — 2002
H&R Block October 2011 - Present
Champions Real Estate Group September 2007 - Present
Insurance Solutions August 2007 - Present
Rentals September 2006 - Present
Accenture 1999 - 2003
Education
McNeese State University 1989 — 1994
Lagrange Senior High 1985 — 1989
Champions Real Estate School
University of Phoenix
degree, Buisness Management
Savvy Wellness May 2012 - Present
Insurance Solutions January 1999 - December 2007
Skills
Wellness, Weight, Supplements, Passion for Quality, Passion for Helping..., Nutrition, Inspiration, Creative Coaching, Wellness Coaching, Professional Mentoring, Fitness, Holistic Health, Personal Development
Education
Institute for Integrative Nutrition 2012 — 2012
Holistic Health Coach
Penn Foster
Holistic Nutrition Certification
University of Central Florida
Pyschology
Legacy Financial Group May 2013 - Present
New York Life Insurance Company September 2012 - Present
Insurance Solutions January 2007 - Present
Integra Telecom January 2012 - September 2012
Skills
Account Management, Term Life Insurance, Insurance, Health Insurance, Sales, Negotiation, Employee Benefits, Cold Calling, New Business Development, Fixed Annuities, Recruiting, Sales Management, Retirement, Financial Services, Disability Insurance, Team Building, Sales Presentations, Customer Retention, Small Business, Direct Sales, Life Insurance, Long-term Care, Estate Planning, Strategic Financial..., Investments, Retirement Planning, Customer Service, Mutual Funds, Whole Life, Underwriting, Series 6, IRAs, Long Term Care Insurance, Financial Analysis, Wealth Management, Universal Life, 401k, Variable Annuities, Brokers, General Insurance, College Savings Plans, Accident, Workers Compensation, Loans, Medicare, 401k Rollovers, Roth IRA
Education
University of Missouri-Columbia 2001 — 2005
BA, Psychology, Political Science
Oakville
Oakville
Uber December 2014 - Present
Labor Systems Job Center September 2014 - Present
Flexible Staffing Services, Inc. October 2012 - Present
Petro Travel Store February 2011 - July 2011
Mass Connections April 2007 - October 2010
Insurance Solutions July 2005 - March 2007
Kelly Services @ CBT McGraw-Hill February 2005 - June 2005
Skills
Microsoft Excel, Cold Calling, Can Type 44 WPM, Customer Service, Data Entry
Education
Columbus State Community College 1993 — 1995
Associate of Arts and Sciences (AAS), Hospitality Management Technology
Anderson Area Vocational Technical School 1988 — 1990
Certificate, Quantity Cooking & Restaurant Management
Columbus State Community College 1988 — 1990
Associate of Arts and Sciences (AAS), Hospitality Management Technology
Columbus State Community College April 2014 - Present
LATINA MENTORING ACADEMY June 2011 - Present
INSURANCE SOLUTIONS February 2006 - April 2014
Skills
Bilingual-Spanish, Customer Satisfaction, Customer Retention, Customer Service, Telephone Skills, Sales Management, Problem Solving, Claims, Team Building, Claim, Microsoft Office, Microsoft Word, Leadership Development, Leadership, Sales, Call Centers
Education
Latina Metoring Academy
Mentee
The Ohio State University
Bachelor's Degree, World Economy and Business
Women Generating
Women Leadership Training
Columbus State Community College 2011 — 2011
Gec's
Lincolnview High School 1996 — 1997
Diploma
Colegio Inlges de Villahermosa 1989 — 1996
Diploma, 4th Grade to 11th Grade
Insurance Solutions January 2013 - Present
BNY ConvergEx October 1996 - May 2008
Skills
Electronic Trading, Bloomberg, Sales, Series 24, Series 7, Equities, Trading, Strategic Planning, Series 63, Microsoft Word, Trading Systems, Investments, Alternative Investments, Asset Management, Asset Managment, Bonds, Bloomberg Terminal, Back Office, Capital Markets, Derivatives, Emerging Markets, Equity Research, Equity Derivatives, Equity Trading, ETFs, FX Options, Financial Markets, FX trading, Financial Services, Foreign Exchange, Hedge Funds, Insurance, Investment Banking, Market Data, Middle Office, Market Making, Low Latency, Fixed Income, Portfolio Management, Order Management, Prime Brokerage, Mutual Funds, Securities, Relationship Management, Securities Lending, Risk Management, Swaps, Wealth Management, Traders, Financial Risk
Education
University of Maryland College Park 1987 — 1991
Bachelor of Arts (B.A.), Journalism
Insurance Solutions May 2012 - May 2015
Dana K. Photography October 2011 - January 2012
Synter Resource Group, LLC August 2010 - August 2011
Pennington Law Firm, LLC June 2009 - August 2010
Pennington Law Firm, LLC November 2006 - June 2009
Skills
Legal Writing, Employee Benefits, Insurance, Customer Service, Recruiting, Commercial Insurance, Casualty, Umbrella Insurance, Marketing, Legal Research, Property & Casualty..., Liability, Customer Retention, Training, Customer Satisfaction, Sales, Casualty Insurance, Microsoft Excel, Microsoft Office, Workers Compensation, Leadership, Account Management
Education
Columbia College 2005 — 2009
BA, Psychology
Training Class, Fred Pryor Seminar
Insurance Solutions May 2015 - Present
Jon S. Frank & Associates April 1988 - April 2015
Calvert Memorial Hospital January 2011 - May 2011
Calvert Memorial Hospital January 1977 - March 1988
US Army May 1972 - August 1977
!st Armored Division, U.S. Army October 1972 - September 1975
Skills
Health Plan Complliance, Financial Analysis, Innovating Thinking, Health Policy, Healthcare, Long-term Care, Human Resources, Leadership, Insurance, Management, Employee Benefits, Nonprofits, Program Management, Underwriting, Strategic Planning, Health Insurance, Dentistry, Health Savings Accounts, Program Development, Life Insurance, Fundraising, Disability Insurance, Healthcare Consulting, Managed Care, Public Speaking, Data Analysis, Hospitals, Benefits Administration, Policy, Account Management, Medicaid, Medicine, Budgets, Brokers, Access, Customer Service, Accounting, Healthcare Management, Team Building, Training, Healthcare Industry, Executive Management, Medicare, Term Life Insurance
Education
Central Michigan University 1975 — 1977
M.A., Health Care
Western Maryland College 1968 — 1972
B.A., Social Work
Arundel High School 1966 — 1968
Diploma
Venture Pacific Insurance Services November 2014 - Present
Breathe Easy Insurance Solutions, Inc. March 2013 - January 2014
Insurance Solutions March 2010 - April 2013
Synergy Sales & Marketing September 2009 - March 2010
Beach Cities Insurance Services September 2009 - December 2009
Skills
Advertising, Management, Direct Mail, Account Management, Sales, Social Media Marketing, Marketing Communications, Marketing Strategy, Customer Service, Email Marketing, Direct Marketing, Marketing, Blogging, SEO
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2009
Bachelor's in Business Administration, Marketing
Mike Russ Financial Training Centers, Inc. 2008 — 2008
License, Property & Casualty Insurance
Stromsoe Insurance Agency July 2005 - Present
insurance solutions November 2004 - July 2005
Gambino and Wasson June 2003 - November 2004
Extended Stay America July 1999 - May 2003
Extended Stay America July 1998 - July 1999
Skills
Licensed Life & Health..., Licensed Property &..., Licensed Life Insurance..., Hotel Management, Human Resources, Commercial Insurance, Workers Compensation, Health Insurance, Property, Homeowners, Commercial Lines, Term Life Insurance, Professional Liability, Underwriting, Surety Bonds, Employment Practices..., Workers' Compensation..., Life Insurance, Claim, Casualty, Property & Casualty..., Umbrella Insurance, Casualty Insurance, Customer Service, General Insurance, Legal Liability, Liability, Property, Sales
Education
Santa Ana College 1990 — 2002
Associate's degree, Business Administration and Management, General
California State University-Fullerton 1984 — 2000
Business Administration and Management, General
Detterbeck Wealth Management February 2014 - Present
Insurance Solutions July 2012 - September 2014
GPS Business Solutions June 2012 - February 2014
Patient One Medical Center December 2010 - February 2014
Wilson Sales and Marketing Group October 2011 - September 2012
Oakland Steel Sales January 1992 - August 2002
United Nations Information Center June 1984 - December 1991
Skills
Bookkeeping, Public Relations, Writing, Policy Analysis, Financial Accounting, Business Analysis, Small Business, Accounting, Customer Service, Accounts Receivable, Accounts Payable, CRM, Management, Finance, Account Management
Education
Michigan State University 1981 — 1984
BA, International Relations, International Relations and Economics
Michigan State University 1980 — 1984
Bachelor of Arts (B.A.), International Relations and Affairs
Insurance Solutions February 1989 - Present
Crown Life Insurance Company August 1970 - February 1989
Skills
Personnel Management, Analysis, Change Management, Public Relations, Policy, Leadership, Public Speaking, Program Management, Government, Leadership Development, Strategic Planning, Fundraising, Team Building, Business Strategy, Nonprofits, Sales, Employee Benefits, Insurance, Small Business, Training, Coaching, Management Consulting, Marketing, Mergers & Acquisitions, Management, Budgets, Workers Compensation, Health Insurance, Project Planning, Disability Insurance, Human Resources, Healthcare, Long-term Care, New Business Development, Life Insurance, Professional Liability, Start-ups, Risk Management, Executive Management, Strategy, Legal Liability, Brokers, Strategic Financial...
Education
University of South Florida - College of Business Administration 1966 — 1968
Bachelor of Science (BS)
Miami Dade Community College 1964 — 1966
Associate of Arts (AA), Business Administration and Management, General
SAP December 2013 - Present
SAP April 2013 - November 2013
Tokio Marine Seguradora S/A November 2010 - March 2013
BMK Tecnologia e Negócios April 2009 - November 2010
Insurance Solutions October 2008 - March 2009
everis February 2008 - October 2008
Insurance-Solutions November 2003 - February 2008
Medical Systems July 2002 - November 2003
Insurance-Solutions November 2001 - July 2002
Virtual Memory September 2000 - November 2001
Skills
PMI, Business Intelligence, Microsoft SQL Server, Oracle, PMBOK, SQL, Scrum, PL/SQL, PMO, RUP, UML, Java, MS Project, JavaScript, IT Management, SOA, .NET, CMMI, ERP, DOS, Business Process, Data Center, Management, Systems Analysis, PMP, Operating Systems, Software Project..., DB2, Software Development, Requirements Analysis, Visio, Microsoft Project
Education
IBTA - http://www.ibta.edu.br/ 2009 — 2010
Postgraduate, IT Project Manegement - PMI
Universidade Estadual de Campinas 2003 — 2004
Postgraduate, Oriented Object Programming
FAI - Faculdades Adamantinenses Integradas 1997 — 1999
Garduation, Information Technology
Pércio Gomes Gonzales 1993 — 1995
High Scholl
Insurance Solutions August 2013 - December 2014
Education
Orange Coast College
AA, Counseling Psychology
Orange Coast College
AA in Psychology, Psychology
The Hartford April 2004 - Present
Progressive Insurance March 1994 - March 2004
Insurance Solutions August 1989 - March 1994
Skills
Property & Casualty..., Casualty, Insurance, Marketing, Umbrella Insurance, Sales, General Insurance, Liability, Health Insurance, Sales Management, Commercial Insurance, Underwriting, Legal Liability, Commercial Lines, Workers Compensation, Sales Operations
Education
University of Colorado Colorado Springs 1989 — 1995
Signature Insurance Group, LLC July 2014 - Present
Various 2005 - Present
Insurance Solutions January 2004 - July 2014
Insurance Solutions January 2004 - July 2014
The Limited Corporation September 2001 - December 2003
Skills
Commercial Lines, Negotiation, Social Networking, Marketing, Customer Service, Insurance, Teaching, Commercial Insurance, Social Media, Microsoft Office, Dance, Musical Theatre, Event Planning, Acting, Marketing Strategy, Sales, Theatre, Property & Casualty..., New Business Development, Strategic Planning, Advertising, Event Management, Account Management, Team Building, Leadership, Microsoft Word, Contract Negotiation, Social Media Marketing
Education
University of California, Irvine 2004 — 2006
BA, Psychology and Social Behavior
Saddleback College 2001 — 2004
AA, Psychology/Anthropology
Insurance Solutions December 2003 - Present
Skills
Health Insurance, Underwriting, Insurance
Education
Nc state
North Carolina State University - College of Management
Insurance Solutions January 2002 - Present
HealthMarkets October 2004 - April 2008
Pinnacle Security January 1999 - February 2000
Eclipse Marketing January 1998 - January 2000
Salesnet Marketing January 1997 - January 1998
Dominican Republic 1994 - 1996
Skills
Health Insurance, Insurance, Term Life Insurance, Disability Insurance, Team Building, Training, Life Insurance, Leadership, Employee Benefits, Fixed Annuities, Long-term Care, Small Business, Brokers, Sales, Whole Life, Management, Underwriting, Time Management, Customer Service, Sales Management, Medicare, Budgets, Healthcare, Long Term Care Insurance, Medicare Supplements, Universal Life, Retirement, Critical Illness, Retirement Planning, Selling, Long Term Care, Annuities
Education
Utah State University 2002 — 2004
Masters of Sience
Utah State University 1997 — 2002
B.A.
Brigham Young University - Idaho 1994 — 1997
A.A.
The YWCA of Annapolis and Anne Arundel County September 2014 - Present
Insurance Solutions December 2013 - Present
Insurance Solutions January 2007 - December 2013
Performax October 2000 - May 2005
Willis 1998 - 2000
Skills
Health Insurance, Life Insurance, Insurance, Employee Benefits, Disability Insurance, Underwriting
Education
University of Maryland Baltimore County 1991 — 1995
Health Science and Policy
Unitrends February 2011 - Present
National security April 2008 - January 2011
Insurance Solutions August 2006 - January 2008
Microtek Systems 1995 - 2003
Skills
Salesforce.com, New VAR recruitment, VAR training, Solution based Selling, Strategic planning for..., Data Loss Protection, Business Continuity/..., Enterprise Level..., Data Retention..., Cloud Based DR Sales, CRM, Solution Selling, Enterprise Software, SaaS, Professional Services, Sales, Sales Process, Data Center, Managed Services, Demand Generation, Go-to-market Strategy, Software Industry, Business Alliances, Account Management, Lead Generation
Education
University of Phoenix 2006 — 2007
Business Management
UW Milwaukee 1999 — 2004
Business and Theatre
Heritage Christian
Insurance Solutions Sales ManagerInsurance SolutionsMay 2009 - June 2014
Freedomcare Benefits June 2013 - May 2014
insuance solutions 1998 - 2014
Skills
Account Management, New Business Development, Commercial Insurance, Team Building, Property & Casualty..., Sales Management, Insurance, Customer Service, General Insurance, Leadership, Business Development
Education
University of Phoenix
Business Mgt
Insurance Solutions April 2014 - Present
CIGNA Healthcare September 2011 - April 2014
Insurance Solutions, Inc. September 2007 - September 2011
Skills
Employee Benefits, Disability Insurance, Life Insurance, Insurance, Strategic Planning, Health Insurance, Benefits Administration, Term Life Insurance, Health Savings Accounts, Brokers, Customer Service
Education
University of Baltimore 2004 — 2007
Masters, Health Systems Management
Glen Burnie Senior High School 1990 — 2005
York College of Pennsylvania 2001 — 2003
Bachelors, Sociology
Insurance Solutions March 2013 - Present
Skills
Customer Service, Strategic Planning, Microsoft Office, Team Building, Leadership Development, Process Improvement, Team Leadership, Budgets
Education
Chicago State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Amcat Education Center
Certificate of Completion, Texas Adjuster Pre-Licensing
Texas Dept of Insurance
General Lines Agent Qualified for Life, Accident, Health and HMO
J.E. Phillips Company, Inc. March 2015 - Present
EORM December 2013 - February 2015
EORM March 2012 - December 2013
Insurance Solutions August 2007 - March 2012
Skills
CRM, Leadership, Manufacturing, Management, Business Development, Sales, Problem Solving, Risk Assessment, Selling, Research, Time Management, Customer Service, Training, Insurance
Education
University of California, Irvine 2003 — 2005
BA, Criminology
Insurance Solutions 2013 - Present
GCUBE Insurance Services, Inc January 2001 - July 2012
AON Risk Services, Inc. February 1988 - January 2001
Anderson & Anderson Insurance Brokers, Inc. June 1980 - January 1988
Mission Insurance, Inc. February 1979 - June 1980
Merchants Insurance Group September 1977 - January 1979
Skills
Commercial Insurance, Underwriting, Insurance, Renewable Energy, Brokers, Power Generation, Professional Liability, Property & Casualty..., Mining, Excess, Casualty, Employment Practices..., Reinsurance, Liability, Commercial Lines, General Insurance, Umbrella Insurance, Inland Marine, Legal Liability, Claims Management, Claim, Liability Analysis, Risk Management, New Business Development, Workers Compensation, Business Strategy, Product Liability, D&O, Captives, DIC
Education
St. Bonaventure University
Bachelor of Business Administration (BBA), Marketing
Insurance Solutions October 2010 - Present
Education
Purdue University 1973 — 1978
B.S., engineering
insurance Solutions Agent of the YearBenificial LifeJanuary 1985 - January 2000
Education
Brigham Young 1969 — 1976
M.Ed., Psych. History, Geography
Brigham Young University
M.Ed., American History (United States)Psychology-counciling
Mount Sinai Health System May 2014 - Present
The Mount Sinai Hospital January 2012 - April 2014
Insurance Solutions July 2008 - November 2009
New York University December 2007 - June 2008
Real Property Solutions July 2003 - August 2007
Skills
Access, Policy, Project Management, Microsoft Excel, Outlook, Payroll, Management, Healthcare, Training, Hospitals, HIPAA, Customer Service, Administration, Healthcare Management, Microsoft Word, PowerPoint, Spreadsheets, Telephone Skills, PeopleSoft
Education
City University of New York-Brooklyn College 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Brooklyn College
Bachelor's Degree, Psychology, English (minor)
Institute of Training and Development, Port of Spain
Certificate, Advertising and Graphic Arts
University of the West Indies, School of Continuing Studies
Certificate, Marketing, Public Relations and Advertising
Insurance Solutions November 2004 - Present
Redwood Health Services January 2013 - Present
Skills
Health Insurance, Employee Benefits, Insurance, Group and Individual..., HRA Section 105, Small Group Health..., Individual Health..., Individual Health..., Disability Insurance, Educated Healthcare..., Term Life Insurance, Educated Covered..., Marketing Strategy, Consultant in all areas..., Sales, Life Insurance, Marketing, Advertising, Cold Calling, Account Management, Customer Retention, Sales Management, Strategic Planning, Small Business, Medicare, Customer Service
Education
Affordable Care Act Education 2013 — 2015
Certified Insurance Agent-Covered Ca, Washington Health Plan Finder, Federal Marketplace (OR), Affordable Care Act Regulations and Enrollment, Certificate
Shasta College 1993 — 1995
None, Small Business Administration/Management, B+ Average
Insurance Solutions July 2012 - Present
Design Benefit Plans March 2003 - July 2012
Skills
Individual and Group..., Disability Insurance, Customer Service, Insurance, Mergers, Health Insurance, Management, Financial Planners, 401k, Account Management, Brokers, Business Planning, Fixed Annuities, General Insurance, Investments, Medicare, Mergers, Process Improvement, Retirement, Selling, Small Business, Strategic Financial..., Strategy, Team Building, Underwriting
Education
Society of Certified Senior Advisors 2004 — 2005
Certified Senior Advisor, Expertise in Senior issues, annuities, medicare supplements, Disability, Passed with distinction CSA
Boston University 1972 — 1976
Bacholor of Science, Broadcasting and Film
Boston University 1972 — 1976
Bachelor of Science (BS), Communication and Media Studies
Multi State insurance June 2012 - Present
Insurance solutions February 2002 - August 2010
Skills
Sales Management, Business Development, Marketing Strategy, New Business Development, Sales, Insurance, Business Strategy, Team Management, Business Planning, Account Management, CRM, Direct Sales, Commercial Insurance, Selling, Channel Partners
Education
University of North Carolina at Wilmington 1990 — 1995
bachlors, science
Alpine Access July 2011 - Present
Insurance Solutions July 2011 - Present
Skills
Customer Satisfaction, Customer Experience, Customer Service, Technical Support, Help Desk Support, Insurance Agent
Education
Asford University
Master's degree, Education
University of Kentucky
Insurance Solutions May 2014 - Present
South Orange County, CA February 2008 - Present
Skills
Commercial Real Estate, Single Family Homes, Sellers, Listing Homes, First Time Home Buyers, Real Estate Agent, Orange County, Resale Homes, Residential Homes, Home Finding, Real Estate Negotiating, Escrow Assistant, Community Outreach, Insurance
Education
Cypress College
Saddleback College
Insurance Solutions August 2005 - Present
Windsor Health Group 2006 - April 2012
Odyssey Hospice 2003 - 2005
PDI 1998 - 2002
Skills
Managed Care, Network Development, Team Building, Provider Relations, Health Insurance, HMO, Pharmaceutical Sales, Marketing Strategy, Strategic Planning, Medicare, Product Launch, Contract Negotiation, Healthcare, Sales Operations, Sales Management, Management, Credentialing, New Business Development, Business Development, Account Management, PPO, Leadership Development, Leadership, Sales, Recruiting, Workers Compensation, Health Policy, Marketing, Healthcare Management, Physicians, HIPAA, Coaching, Training, Insurance, Healthcare Information..., Hospitals, Dentistry, Term Life Insurance, Claim, Healthcare Industry, Process Improvement, Medical Billing, Healthcare Consulting, Physician Relations, Cross-functional Team..., Program Management, Utilization Management, Selling, Building Relationships, Medicaid
Education
The University of Memphis
BA, Political Science
The University of Memphis—Cecil C. Humphreys School of Law
Law
Insurance Solutions June 2011 - Present
Healthcare Solutions Team May 2011 - Present
Skills
Insurance Specialist, Health Insurance, Insurance, Employee Benefits, Term Life Insurance, Healthcare, Life Insurance, Long-term Care, Marketing, Medicare, Underwriting, Small Business, Disability Insurance, Retirement Planning, Brokers, Investments, Strategic Financial..., Management, Sales, Customer Service
Education
University of Missouri-Columbia
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Insurance Solutions May 2010 - Present
Wellpoint Anthem August 2005 - May 2010
Blue Cross of California April 1996 - August 2005
Skills
Excel, Customer Service, Customer Relations
Education
College of Insurance
Chartered Life Underwriter (CLU), Life & Health Insurance
The University of Texas-Pan American
Lake Texoma Insurance March 2006 - Present
Lake Texoma Insurance January 2006 - Present
Grayson County Sheriff's Office June 2004 - January 2009
AJ Weiser & Company November 2002 - July 2004
Insurance Solutions November 2001 - November 2002
Skills
Law Enforcement, Insurance, Adjusting, Life/Health & PC Agent, Adjustments, Commercial Insurance, Crop Insurance, Enforcement, Legal Liability, Property, Umbrella Insurance
Education
Corpus Christi TX 1997 — 1999
Associates, Criminal Justice
Del Mar College
Insurance Solutions
Skills
Microsoft Office, Health Insurance, Life Insurance, Casualty, Customer Service, Management, Professional Liability, Umbrella Insurance, Commercial Insurance, Insurance, General Insurance, Property & Casualty..., Liability
Education
University of Baltimore
Master's degree
Insurance Solutions September 2012 - Present
City of Tucson 2004 - 2012
The University of Arizona May 1998 - October 2004
Skills
Utility, Water Supply, Water Damage, Water Distribution, Water Wells, Water Distribution..., Water Sampling, Customer Service, Customer Oriented, Customer Support, Water Service..., Water Meter Reader
Education
Pima Community College 2012 — 2013
Trades Maintenance Certificate, Electrical/HVAC
Tucson High School 1994 — 1998
High School Diploma, General Studies