Lutgert Insurance
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Lutgert Insurance Employees
Lutgert Insurance May 2014 - Present
MediaBrains July 2012 - May 2014
MediaBrains June 2008 - July 2012
NCH Wellness Center August 2006 - May 2008
Skills
Online Advertising, Advertising, Social Media Marketing, SEM, Online Marketing, Marketing, Public Relations, Sales, PPC, Email Marketing, SEO, Digital Marketing, Web Analytics, Google Analytics, Lead Generation, Marketing Strategy, B2B, Strategic Partnerships, Direct Marketing, Competitive Analysis, E-commerce, Marketing Communications
Education
Florida State University 2002 — 2006
BA, Social Science, Economics
Consulting December 2014 - Present
Retired June 2014 - Present
Lutgert Insurance March 1993 - June 2014
International Association of Insurance Professional January 1986 - June 2013
Skills
Insurance, Property & Casualty..., Customer Service, Process Improvement, Team Building, Underwriting, Microsoft Excel, Microsoft Word, General Insurance, Commercial Insurance, Microsoft Office, PowerPoint, Workers Compensation, Liability, Casualty, Brokers, Umbrella Insurance, Legal Liability, Professional Liability
Education
State University of New York College at Potsdam 1967 — 1971
BA, French
Greater Naples Chamber of Commerce & Leadership Collier Foundation January 2006 - Present
Lutgert Insurance October 2000 - Present
Lutgert Insurance January 1995 - Present
Winged Foot Scholarship Foundation January 1993 - Present
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Employee Benefits, Risk Management, Health Insurance, Team Building, Leadership, Workers Compensation, Small Business, Negotiation, Marketing, Strategic Planning, Microsoft Excel, Customer Service, Sales Management, Coaching, Entrepreneurship, Investments, Disability Insurance, New Business Development, Legal Liability, Professional Liability, Casualty, Umbrella Insurance, Liability, Executive Management, Life Insurance, General Insurance, Fixed Annuities, Board Relations, Estate Planning, Retirement, Surety Bonds, Strategic Financial..., Long-term Care, Financial Planners, Retirement Planning, Investment Advisory, Term Life Insurance, Wealth Management, 401k, Commercial Lines, Brokers, Wealth Management..., Asset Allocation, Trusts, Estate Tax Planning, Mutual Funds
Education
Indiana University Bloomington 1971 — 1975
Culver Academy
SOLVE Capital Group September 2015 - Present
METRIX Capital Group, LLC December 2012 - February 2014
Corey Crowder Speaks November 2010 - December 2012
The Crowder Financial Group April 2009 - December 2012
Elite Pro Coaching Group January 2008 - December 2012
Pro Sports Transition October 2008 - May 2010
Lutgert Insurance February 2007 - July 2008
Big Brothers Big Sisters of SWFL 2008 - 2008
Saint Quentin Basketball Team August 2005 - May 2006
Skills
Motivational Speaker, Executive Coaching, Coaching, Leadership Development, Public Speaking, Team Building, Personal Development, Leadership, Sports, Small Business, Strategic Planning, Training, Business Coaching, Organizational..., Business Planning, Motivational Speaking, Customer Service, Insurance, Time Management, Project Planning, Budgets, Business Development, Entrepreneurship, Employee Training, Blogging, Social Media Marketing, Management Consulting, Social Networking, Management, Start-ups, New Business Development, Business Strategy, Employee Benefits, Finance, Sales, Event Planning, Program Management, Marketing Communications, Event Management, Performance Management, Organizational..., Selling, Strategy, Executive Management, Investments, Networking, Funding, Consulting, Athletics, Athletic Training
Education
Center for Executive Coaching 2010 — 2011
Certified Coach, Executive Coaching
Kentucky Wesleyan College 1987 — 1991
BA, Criminal Justice
Lutgert Insurance January 2015 - Present
The Immokalee Foundation November 2013 - January 2015
Forte Research Systems, Inc. August 2007 - June 2013
Facilitator Capital Fund 1998 - 2006
Skills
Process Improvement, Non-profits, Strategic Planning, Salesforce.com, Team Leadership, Contract Management, Microsoft Office, Microsoft Excel, Project Management, Financial Analysis, Financial Reporting, Research, Accounting, PowerPoint, Forecasting, Internal Controls, Event Planning, Business Planning, Insurance, Contract Negotiation, Team Building, Management, Leadership, Business Analysis, Program Management, Business Development, Training, Change Management, QuickBooks, Employee Benefits, Small Business, Customer Service, Compliance, Managerial Finance, General Ledger, HR Policies, HIPAA, Internal Audit, Key Performance..., Negotiation, Office Management, Office Administration, Risk Assessment, Nonprofits, Mergers & Acquisitions, Strategy, Software Documentation, CRM, Budgets, Human Resources
Education
University of Phoenix
MBA, Business Administration & Accounting
University of Wisconsin-Eau Claire
University of Wisconsin-Madison
Business Administration & Accounting
Amazon July 2014 - Present
Lutgert Insurance November 2008 - September 2013
Pulte Homes January 2007 - May 2008
Pulte Mortgage June 1998 - December 2006
Skills
Insurance, Management
Education
Purdue University
Hagerty (U.S.) June 2013 - Present
Junior League of Fort Myers August 2007 - May 2014
Willis May 2012 - June 2013
Junior League of Tampa March 2012 - June 2013
FAIA January 2012 - June 2013
Lutgert Insurance July 2007 - March 2012
Kevin Rader for State Senate District 27 July 2010 - November 2010
Oswald Trippe & Co October 2005 - July 2007
Best Florida Insurance September 2002 - October 2005
Education
Florida Gulf Coast University 2008 — 2011
BA, Political Communication
Edison State College 2005 — 2008
AA, Political Science
Lutgert Insurance July 2013 - Present
Hyde Park Insurance Services November 2011 - July 2013
State Farm Insurance December 2009 - December 2011
Brown & Brown October 2008 - December 2009
Bank of America September 2007 - June 2008
Enterprise Rent-A-Car December 2001 - August 2007
Skills
Leadership, CRM, Management, Sales, Marketing, Selling, Insurance, Sales Management, Customer Satisfaction, Strategy, Budgets, Customer Service, Coaching, Customer Retention, Banking, Project Planning, Finance, Small Business
Education
SUNY Albany 1999 — 2003
Communications
Dawson Companies August 2012 - Present
Greg Thomas Insurance Agency March 2009 - June 2012
Lutgert Insurance September 2005 - January 2009
Skills
Commercial Insurance, Spanish-English, Insurance, Property & Casualty..., Customer Service, Professional Liability, Workers Compensation
Education
Brown University 1991 — 1995
Bachelor of Arts (BA), International Relations and Affairs
NorthCape Industrial June 2013 - Present
Merrill Lynch July 2012 - May 2013
Lutgert Insurance April 2008 - July 2012
Skills
Series 7, Finance, Sales, Customer Service, Leadership, Microsoft Word, Public Speaking, Banking, Financial Analysis, Investments
Education
Bentley University 1969 — 1973
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Bentley University 1969 — 1973
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Lutgert Insurance June 2011 - Present
SunTrust Bank 2005 - 2011
Hendrickson Capital Group 1998 - 2005
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Professional Liability, Employee Professional..., Mortgage Lending, Residential Mortgages
Education
University of North Carolina at Charlotte 1992 — 1996
BS, Business Administration and Management, General
Harvard Extension School 2008 — 2011
Liberal Arts and Sciences, General Studies and Humanities
Lutgert Insurance September 1995 - Present
Skills
Commercial Insurance, Workers Compensation, Umbrella Insurance, Professional Liability, Disability Insurance, Risk Management, Employee Benefits, Health Insurance, Long-term Care, 401k, Homeowners, Casualty, Customer Service, General Insurance, Insurance, Legal Liability, Liability, Life Insurance, Strategic Planning, Surety Bonds, Underwriting, Commercial Lines, Directors, Health Savings Accounts, Liability Analysis, Term Life Insurance, Whole Life, Property, Management, Sales
Education
Florida State University - College of Business 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Risk Management & Insurance
Lutgert Insurance April 2008 - Present
Collier Building Industry Association 2002 - Present
IRMS May 2002 - April 2008
Gulfshore Insurance September 1990 - May 2001
Skills
Insurance, Project Planning, Property & Casualty..., Underwriting, Workers Compensation, Customer Service, Fixed Annuities, Legal Liability, Sports, Sales Management, Property, Homeowners, Employment Practices..., Management, Strategic Planning, Process Improvement, Business Planning, Contract Negotiation, Budgets, Risk Management, Small Business, Life Insurance, Commercial Lines, Commercial Insurance, Umbrella Insurance, Marketing, Team Building, Microsoft Excel, Professional Liability, General Insurance, New Business Development, Sales, Disability Insurance, Selling, Public Speaking, Leadership, Training, Real Estate, Liability, Negotiation, Microsoft Word, Employee Benefits, Marketing Strategy, Retirement, Casualty, Finance, Term Life Insurance, Brokers, Retirement Planning, Claim
Education
Michigan State University
Insurance License, Insurance
Oakland Community College
Business and Accounting
Rochester Adams High School
Lutgert Insurance August 2011 - Present
Skills
Insurance, Property & Casualty..., Commercial Insurance, Liability, Workers Compensation, Professional Liability, General Insurance, Underwriting, Legal Liability, Casualty, Umbrella Insurance, Surety Bonds, Health Insurance, Life Insurance, Disability Insurance, Casualty Insurance
Education
University of Alabama 2006 — 2010
Bachelor's degree, Marketing
Culver Military Academy 2003 — 2006
Lutgert Insurance 1996 - Present
Skills
Marketing Strategy, Insurance, Customer Service, Strategic Planning, Budgets, Leadership, Team Building, New Business Development, Marketing Communications, Sales Management, Management, Marketing, Sales, Microsoft Excel, Business Development, Small Business, Online Marketing, Microsoft Office, Online Advertising, Social Media Marketing
Education
Indiana University South Bend 1972 — 1975
Taylor Morrison Home Funding February 2012 - Present
Lutgert Insurance July 2010 - February 2012
Brown & Brown February 2007 - May 2009
TriStar Management, Inc January 2004 - February 2007
Vexure June 2003 - November 2003
Life of the South September 2000 - May 2003
Movsovitz & Sons, Inc April 1999 - September 2000
Skills
Accounting, Financial Reporting, Risk Management, Process Improvement, Account Reconciliation, Insurance, Variance Analysis, Internal Controls, General Ledger, Financial Statements, GAAP, Sarbanes-Oxley Act, Auditing, Financial Analysis, Financial Accounting, Accounts Payable
Education
Florida State University 1996 — 1998
Bachelor of Science, Accounting
Florida State University 1996 — 1998
Bachelor of Science, Finance
Lutgert Insurance June 1998 - Present
Skills
Workers' Comp Cost..., Construction Insurance, Condominium Association..., Commercial Insurance
Education
University of Florida 1974 — 1978
Bachelor’s Degree, Finance
Lutgert Insurance July 2008 - Present
RE/MAX Select Realty July 2005 - June 2008
MediaBrains June 1999 - July 2005
Skills
Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Liability, General Insurance, Umbrella Insurance, Professional Liability, Customer Service, Risk Management, Employee Benefits, Life Insurance, Small Business, Sales, Microsoft Word, Email Marketing, New Business Development, Marketing
Education
University of South Florida 1988 — 2003
Bachelor of Science (B.S.), Computer Science
Lutgert Insurance September 2006 - Present
Marsh Private Client Services June 1998 - May 2006
Skills
Insurance, General Insurance, Professional Liability, Property & Casualty..., Casualty Insurance, Commercial Insurance, Umbrella Insurance, Liability, Underwriting, Legal Liability
Education
Northeastern University
Insurance, Business
North Cape Industrial July 2013 - Present
NorthCape Industrial LLC July 2013 - Present
Lutgert Insurance April 2008 - August 2012
Skills
Financial Advisory, Licensed Property &..., Series 7, Series 66, Commercial Insurance
Education
Bentley University 1969 — 1974
Bachelor of Science Business Management, Business Administration and Management, General/ Marketing, 2.75
Wright Interior Group March 2015 - Present
Quail West Golf and Country Club January 2015 - March 2015
Lutgert Insurance March 2012 - January 2015
RoomStore August 2010 - March 2012
Apex Insurance Services (Brown and Brown Insurance) October 2008 - August 2010
Brown and Brown Insurance August 2006 - October 2008
Enterprise Rent A Car July 2002 - August 2006
Enterprise Rent-A-Car - Washington D.C. 2000 - 2002
Education
Lynchburg College 1996 — 2000
BA, Accounting
Lutgert Insurance June 2012 - Present
Insurance & Risk Management Services, Inc March 2002 - June 2012
Knight Auto Insurance April 2001 - February 2002
Best Insurance Agency August 2000 - April 2001
JAJ Holding Company February 1999 - August 2000
Skills
Insurance, Underwriting, Commercial Insurance, Casualty, General Insurance, Legal Liability, Professional Liability, Property & Casualty..., Umbrella Insurance, Workers Compensation, Liability, Brokers, Commercial Lines, Disability Insurance, Customer Service, Health Insurance, Casualty Insurance, Claim, Sales
Education
Edison Community College
AS, Business Administration and Management
Lutgert Insurance November 2003 - Present
Education
Northwestern Michigan College 1999 — 2001
Aeronautical
University of Michigan 1998 — 1999
Business