ISU Insurance Services of San Francisco
Address: 201 California St, San Francisco, CA 94111 Phone: (415) 788-9810Place name: Category: : : : Hours: : : : Website: Website: http://isusf.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of ISU Insurance Services Posting publicly on the Web Write a review Reviews"We now also have rental owner's insurance, autos and umbrella all with ISU." "I have worked with her for my home, car, umbrella and valuable insurance." "Poor customer service." View all Google reviews
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ISU Insurance Services of San Francisco Employees
ISU Insurance Services of San Francisco April 2013 - Present
ISU Insurance Services of San Francisco September 2004 - Present
Brown & Brown July 2002 - August 2004
Lanier Worldwide December 2000 - July 2002
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, D&O, Professional Liability, Umbrella Insurance, Employment Practices..., Legal Liability, Account Management, General Insurance, New Business Development, Casualty, Liability, Commercial Lines, Brokers, Underwriting, Risk Management, Marketing, Nonprofits
Education
Duke University 1996 — 2000
Bachelor of Arts, Economics
Chubb Insurance 2003 — 2003
Producer School
Nordstrom August 2014 - Present
Big Fish Games October 2012 - August 2014
ISU Insurance Services of San Francisco August 2011 - September 2011
Equity Residential June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Financial Analysis, Social Media, Data Analysis, Access, Sales, Marketing, Outlook, Social Networking, Research, Public Speaking, Editing, Time Management, Budgets, Analytics
Education
Western Washington University 2009 — 2012
Bachelor of Arts, Business Administration, Concentration in Finance
University of Denver 2008 — 2009
Mercer Island High School 2004 — 2008
Mercer 2012 - Present
ISU Insurance Services of San Francisco 1998 - 2012
Executives Association of San Francisco 2007 - 2011
Skills
Employee Benefits, Health Insurance, Performance Management, Workers Compensation, Strategic Planning, Insurance, Property & Casualty...
Education
Brigham Young University 1991 — 1993
MBA, Marketing
Grossmont College 1987 — 1988
Grossmont High School 1980 — 1984
Embroker October 2015 - Present
Maroevich, O' Shea & Coghlan Insurance June 2014 - October 2015
ISU Insurance Services of San Francisco June 2012 - 2014
Lane McVicker January 2010 - May 2012
Marsh September 2008 - January 2010
State Farm November 2002 - August 2008
Skills
Risk Management, Property & Casualty..., Life Insurance, Health Insurance, Mitigation Strategies, Consultative Selling, Cross Selling, Public Speaking, New Business Development, Commercial Insurance, Employee Benefits, Customer Service, Umbrella Insurance, Professional Liability, Legal Liability, Workers Compensation, Liability, Leadership, Underwriting, Small Business, Long-term Care, General Insurance, Casualty, Insurance Brokerage, Brokers, Marketing, Retirement, 401k, Term Life Insurance, Commercial Lines, Financial Risk, Insurance, D&O, Employment Practices..., Casualty Insurance
Education
California State University-Hayward 1997 — 2001
Bachelor of Arts, Music
Acalanes
ISU International 2000 - Present
ISU Insurance Services of San Francisco 1989 - Present
ISU Insurance Services 1989 - Present
ISU Network January 1987 - Present
ISU Agency Network January 1985 - Present
Skills
Brokers
Education
Connecticut College 1976 — 1980
BA, English Literature
ISU Insurance Services of San Francisco June 2001 - Present
MOC Insurance Services January 1999 - May 2001
Education
AMA University 1988 — 1992
St. Vincent Seminary
ISU Insurance Services of San Francisco January 2015 - Present
Metro Risk Management 2013 - 2014
American Fidelity Assurance 2011 - 2013
Barrett Business Services Inc. (BBSI) 2010 - 2011
Heffernan Insurance Brokers 2006 - 2010
Education
California State University-Chico
BA, Political Science
St. Ignatius College Prep.
ISU Insurance Services of San Francisco October 2013 - Present
ISU Coverall Insurance Group 2010 - Present
Chicago Chapter CPCU 2009 - Present
Orland Park Chamber of Commerce 1987 - Present
IIA of Illinois, Trusted Choice 2009 - January 2015
Orland Park Kiwanis Club 2000 - January 2015
The Horton Group 2009 - 2010
Allstate Insurance Co 1987 - 2009
Borden Foods February 1985 - 1987
Cadbury Schweppes 1979 - 1985
Skills
Agency Management, New Business Development, Client Retention, Insurance Management, Insurance Consulting, Professional Liability, Insurance, Workers Compensation, Commercial Lines, Health Insurance, Casualty, Brokers, Property & Casualty..., Commercial Insurance, General Liability, General Insurance, Risk Management, Liability, Employee Benefits, Umbrella, Long Term Care, Health, Customer Relations, Customer Service, Strategic Planning, Disability Insurance, Non-profits, Annuities, D&O, Term Life Insurance, Sales, Legal Liability, Nonprofits, Reinsurance, Employment Practices..., Claims Management, Homeowners, Life Insurance, Inland Marine, Excess, CPCU, Whole Life, Underwriting, Claim, Financial Risk, Insurance Brokerage, Umbrella Insurance, Liability Analysis, Casualty Insurance
Education
Northern Illinois University
MBA, Business Administration
Lewis University
BA, Major Marketing, Minor Management
Brother Rice High School, Chicago, IL
High School, College Prep
Kaiser Permanente March 2014 - Present
San Francisco Art Institute October 2013 - November 2013
Telecare Corporation March 2013 - October 2013
Williams-Sonoma, Inc. September 2012 - January 2013
Self Employed Human Resources Consultant February 2012 - July 2012
West Hempstead Union Free School District September 2006 - October 2007
ISU Insurance Services of San Francisco March 2003 - April 2005
Travelocity.com March 2001 - December 2002
UC Berkeley - University Health Services September 2000 - April 2001
Kilpatrick, Townsend & Stockton, formerly Townsend, Townsend & Crew March 1997 - June 1998
Skills
Employee Benefits, Employee Relations, Human Resources, Onboarding, Performance Management, FMLA, New Hire Orientations, Workers Compensation, Benefits Administration, Policy, Interviews, Customer Service, Recruiting, Deferred Compensation, Employment Law, COBRA, Applicant Tracking..., Succession Planning, Job Descriptions, Employee Handbooks, Insurance, Management, Job Analysis, Organizational..., Employee Training, Ergonomics, Open Enrollment, Defined Benefits
Education
State University of New York at New Paltz
BA, Anthropology
University of California, Berkeley
Certificate, Human Resource Management and Training and Development
Cardozo High School
Lighthouse Risk & Insurance Solutions, Inc May 2013 - Present
ISU Insurance Services of San Francisco April 2012 - May 2013
Glenbrook Capital Management December 2011 - April 2012
Castle Crow & Co., LLC January 2011 - July 2011
RC Rawson Company March 2009 - December 2010
Morgan Stanley July 2007 - September 2007
Skills
Investments, Insurance, Due Diligence, Salesforce.com, Private Equity, Sales, Strategy, Analysis, Underwriting, Portfolio Management
Education
Oregon State University 2004 — 2008
Bachelor's degree, Finance, General
Miramonte High
TCS Insurance Agency, Inc. August 2014 - Present
Woodruff-Sawyer & Co August 2012 - July 2014
Richter Insurance July 1986 - August 2012
Richter Insurance July 1986 - August 2012
Fort Point Insurance January 2009 - July 2012
Equity Risk Partners December 2001 - July 2012
ISU Insurance Services of San Francisco January 2012 - June 2012
Skills
Succession Planning, Insurance, Long Term Care Insurance, Strategy, Disability Insurance, Underwriting, Employee Benefits, Finance, Portfolio Management, Professional Liability, Brokers, D&O, Health Insurance, General Insurance, Risk Management, Property & Casualty..., Life Insurance, Long-term Care, Retirement
Education
University of California, Berkeley 1981 — 1986
Economics
The American College 1991 — 1992
CLU, ChFC, Life Insurance
KPMG US August 2014 - Present
New York University May 2012 - June 2014
KPMG June 2013 - August 2013
KPMG US March 2013 - June 2013
ISU Insurance Services of San Francisco June 2011 - September 2012
Indian Girl Problems May 2012 - August 2012
NASA Ames Research Center June 2008 - August 2010
LITERACY INDIA June 2009 - July 2009
NASA Ames Research Center June 2007 - August 2008
Skills
PC & Macintosh literate, Mastery of Microsoft..., Google Docs, Google +, Keynote, Pages, Photoshop, Hindi, Publishing, Amazon Kindle, Wordpress, Google Adwords, Illustrator
Education
New York University 2010 — 2014
Bachelor’s Degree, Strategic Managment
University of California, Davis 2010 — 2011
B.A., Economics
Amador Valley High School 2006 — 2010
High School
Goldman Sachs July 2013 - Present
eBay August 2012 - December 2012
ISU Insurance Services of San Francisco May 2011 - July 2011
Missionary Training Center November 2010 - May 2011
The Church of Jesus Christ of Latter-day Saints May 2007 - May 2009
Skills
Microsoft Office, Microsoft Excel, Social Media, Social Media Marketing, Customer Service, Research, Leadership, Teaching, Market Research, Entrepreneurship, Financial Analysis, Management, French, Public Speaking, Sales, Training
Education
Brigham Young University 2005 — 2012
Bachelor of Science, Business Management: Strategy
Sequoia Consulting Group July 2014 - Present
Emerging Insurance Professionals November 2013 - Present
ISU Insurance Services of San Francisco April 2012 - July 2014
ISU Insurance Services of San Francisco January 2011 - April 2012
Wells Fargo Advisors February 2010 - January 2011
Silicon Valley Capital Management June 2008 - July 2009
Tomahawks Lacrosse Club February 2009 - May 2009
Santa Clara University September 2004 - June 2008
Education
Santa Clara University 2004 — 2008
Bachelor of Science, Commerce; Finance; MIS
Syracuse University in Florence 2006 — 2006
Jesuit High School 2000 — 2004
Independent Consultant January 2015 - Present
Alpha Risk Management October 2014 - January 2015
FEMA - Suffolk County DOL - Village of Patchogue November 2012 - March 2013
NYS DOL Group? 2012 - 2013
NYS DOL Group? 2012 - 2013
ISU Insurance Services of San Francisco June 2011 - November 2012
Swett & Crawford April 2010 - April 2011
Philadelphia Insurance Companies April 2009 - April 2010
Philadelphia Insurance Companies 2009 - 2010
Tri City Insurance Brokers September 2006 - October 2008
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Insurance, Umbrella Insurance, Professional Liability, Commercial Lines, Excess, Reinsurance, Financial Risk, Legal Liability, Property, Life Insurance, Risk Management, Liability, Brokers, Claim, Surety Bonds, Casualty, Marketing, Customer Service, Workers Compensation, Employee Benefits, Risk Analysis, Captives, Insurance Brokerage, General Insurance, Liability Analysis, Health Insurance, D&O, Enterprise Risk..., Claims Management, Term Life Insurance, Directors & Officers..., Inland Marine, Employment Practices..., Risk Assessment, Disability Insurance, Accident, Actuarial Science, Solvency II, Claim Investigation, Long-term Care, Fixed Annuities, Casualty Insurance
Education
The College of Insurance (St. John's University) 1986 — 1990
BBA, Risk and Insurance
New Mexico Military Institute 1976 — 1978
AS, Science
Sayville High School
EPIC May 2015 - Present
Zenefits January 2014 - May 2015
Zenefits January 2014 - February 2015
Levinson Benefits Group Insurance Services, LLC December 2011 - January 2014
ISU Insurance Services of San Francisco August 2010 - December 2011
Paychex June 2009 - August 2010
TriNet December 2004 - August 2007
UnitedHealthcare March 2000 - December 2004
Skills
Small Group, Mid Size Groups, Large Groups, Develop Employee..., Voluntary Benefits, Benefits Consulting, Exceptional Client..., Non Profit Organizations, Benchmarking, Market Analysis, Corporate Wellness, New Business Development, Global Business..., Healthcare Reimbursement, Strategic Financial..., 401k, Retirement Planning, budget analysis, Key Account Management, Organizational..., Management, Staff Development, Incentive Programs, Staff Supervision, Training Delivery, Corporate Development, Employee Benefits, Non-profits, Sales, Budgets, Payroll, Account Management, Online Benefits..., CRM, Customer Retention, Onboarding, Insurance, Health Savings Accounts, Health Insurance, Brokers, Workers Compensation, Organizational..., Cold Calling, Benefits Administration, Self-funded, Nonprofits, Small Business, COBRA, Flexible Spending..., Health Care Reform
Education
University of San Francisco
Bachelor of Science (B.S.), Organizational Behavior and Leadership
University of San Francisco
Master of Science (M.S.), Organization Development
ISU Insurance Services of San Francisco 2002 - Present
Goldman Insurance Services/Risk Management 2000 - 2002
Arthur J. Gallagher 1996 - 2000
Skills
Risk Management, Business Insurance..., Commercial Insurance..., Account Management, Insurance, Underwriting, Business, Marketing, Commercial Lines, Commercial Insurance, Professional Liability, Workers Compensation, General Insurance, D&O, Property & Casualty..., Employment Practices..., Casualty, Claim, Umbrella Insurance, Liability, Inland Marine
Education
San Francisco State University
Bachelor of Science in, Business Administration
University of San Jose - Recoletos
University of San Jose - Recoletos
ISU Insurance Services of San Francisco 2015 - Present
The Hartford 2011 - 2015
Skills
Risk Management, Account Management, Commercial Insurance, Underwriting, Property & Casualty..., General Liability, Workers Compensation, Auto Insurance, Umbrella Insurance, General Insurance, Insurance, Liability, Professional Liability, Employment Practices..., Data Analysis, Lead Generation, Sales, Legal Liability, Microsoft Excel
Education
Syracuse University
ISU Insurance Services of San Francisco May 2015 - Present
Education
University of Arizona 2011 — 2015
Bachelor of Arts (B.A.)
Fondazione Centro Studi Città di Orvieto (Italy)
Universidad Nacional de Costa Rica
ISU Insurance Services of San Francisco November 2014 - Present
Digital Benefit Advisors August 2014 - November 2014
Shargel & Co Insurance Services May 2012 - August 2014
Allstate November 2009 - May 2012
Enterprise Rent-A-Car July 2006 - August 2008
Skills
Insurance, Customer Service, Microsoft Office, Commercial Insurance, Property & Casualty..., Sales, Employee Benefits, Affordable Care Act, Marketing, Health Insurance, Account Management, Customer Retention, Disability Insurance, Cold Calling, Leadership, Management, Underwriting
Education
California State University-Sacramento 2001 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Chubb Insurance April 2013 - Present
Travelers January 2012 - April 2013
Fireman's Fund Insurance Company January 2007 - January 2012
Thoits Insurance April 2006 - November 2006
ISU Insurance Services of San Francisco April 2003 - April 2006
Travelers Property Casualty April 2001 - April 2003
Cencal Insurance March 1998 - April 2001
SCJ Insurance Services May 1997 - March 1998
ISU Gene Morgan Insurance Agency October 1996 - May 1997
Skills
Technology,..., Hospitality, Wholesale..., Property, Casualty, &..., Worker's Compensation &..., International, &..., Risk Evaluation, Fiancial Analysis, Marketing, Exposure Analysis, Loss Assessment, Probability Analysis, Loss Stratification, Product Liability..., Cyber Liability Medical..., Risk Assessment, Professional Liability, General Insurance, Probability, Property & Casualty..., Umbrella Insurance, Financial Research, Exposure Assessment, Liability, Brokers, Insurance, Employment Practices..., Legal Liability, Workers Compensation
Education
California State University-Hayward - School of Business and Economics
Insurance Institute of America
The Master's College
Shelton Capital Management June 2013 - Present
Tulane Hullabaloo September 2011 - April 2013
Hint Inc. May 2011 - August 2011
ISU Insurance Services of San Francisco 2009 - 2010
ISU Insurance and Investment Group May 2009 - August 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Quickbooks, Bloomberg, Sales Management, Sales Operations, Microsoft Word, Microsoft Excel, QuickBooks, Sales, Marketing Strategy, CRM, Marketing, Management, Social Media, Public Speaking, Research, Financial Modeling, Social Networking, Facebook, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance
Menlo School 2005 — 2009
Crocker
Crocker
Amgen September 2012 - Present
Novartis August 2011 - July 2012
CCS Medical July 2010 - August 2011
ISU Insurance Services of San Francisco June 2009 - August 2010
Office Depot Business Solutions Division March 2007 - June 2009
Skills
New Business Development, Sales, Marketing, Account Management, Cold Calling, B2B, Sales Process, Insurance, Sales Operations, Salesforce.com, Customer Service, Business
Education
California State University, Fresno 2003 — 2006
BA, Communication
ISU Insurance Services of San Francisco November 2009 - Present
Sweet & Baker 2014 - 2015
Hall and Rambo April 2003 - June 2009
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Workers Compensation, D&O, Umbrella Insurance, Liability, Underwriting, Casualty, Commercial Lines, Employment Practices..., General Insurance, Insurance, Health Insurance, Life Insurance, Employee Benefits, Risk Management, Inland Marine, Claim, Technology, New Business Development
Education
University of Minnesota-Twin Cities
BCC Research, a division of Eli Global December 2010 - Present
StartUpSelling 2007 - 2011
Arthur J. Gallagher & Co. 1997 - 2003
ISU Insurance Services of San Francisco 1995 - 1997
Skills
New Business Development, Business Development, Lead Generation, Market Research, Marketing Strategy, Salesforce.com, Strategic Planning, Competitive Analysis, Account Management, Business Strategy, Digital Marketing, Licensing, Sales Management, Marketing Communications, Product Marketing, Online Advertising, Online Marketing, Social Media Marketing, Start-ups, B2B, SEO, Sales Process, CRM, Sales, Email Marketing, Social Media, Cross-functional Team..., Product Management, Marketing Management, Marketing Research, SEM, Direct Marketing, Analytics, Negotiation, Segmentation, Product Launch, Advertising, Market Analysis, Selling, Competitive Intelligence, Business Planning, Strategy, Marketing, Contract Negotiation, Entrepreneurship, Strategic Partnerships, Management Consulting, Outsourcing, Executive Management, Consulting
Education
University of San Francisco 1999 — 2002
Juris Doctor (J.D.), Law
Michigan State University 1990 — 1994
B.A. (Bachelor of Arts), Eli Broad School of Business/ Marketing
Lifeguard Home Health February 2014 - July 2014
ISU Insurance Services of San Francisco October 2007 - January 2013
Manulife Philippines March 1992 - December 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, Outlook, Administrative..., Data Entry, Agency Management 360
Education
Assumption College, San Lorenzo
Bachelor of Arts (B.A.), Communication Arts