One Risk Group, LLC
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One Risk Group, LLC Employees
EPIC (Edgewood Partners Insurance Center) May 2014 - Present
GDI Insurance Agency, Inc. March 2013 - May 2014
One Risk Group, LLC February 2013 - March 2013
Arthur J. Gallagher and Co. May 2004 - January 2011
AON Construction Services Group (formally known as Allied North America) January 2003 - May 2004
Various Brokerages August 1998 - January 2003
Skills
Commercial Insurance, Commercial Lines, Property & Casualty..., Insurance, Professional Liability, Workers Compensation, Liability, Surety Bonds, Casualty, Employment Practices..., Umbrella Insurance, Legal Liability, Customer Service, Underwriting, Excess, General Insurance, Brokers, Casualty Insurance, Health Insurance, D&O, Employee Benefits, Microsoft Office, Claim, Claims Management, Inland Marine, Directors, Construction Insurance, Transportation Insurance, Public Transportation, Contract Review, Captives, Risk Management, Workplace Safety, Loss Control, Fleet Safety
Education
Moorpark College
Business Administration and Management
Vantreo Insurance Brokerage December 2014 - Present
Andover Alumni Blue Key March 2011 - Present
One Risk Group, LLC April 2011 - December 2014
Lockton Companies March 2003 - February 2011
Summit Global Partners September 2002 - February 2003
Aon Risk Services September 1985 - August 2002
Skills
Lifesciences, Biotechnology, Medical Devices, Retail, Wholesale & Distribution, Manufacturing Operations, Agriculture, Property & Casualty..., Commercial Insurance, Risk Management, Commercial Real Estate, Professional Liability, Intellectual/Infringment..., High Hazard Property..., Attorneys, Transportation, Workers Compensation, Casualty, Brokers, Legal Liability, Insurance, Liability
Education
Lawrence University
BA, Geology and Anthropology
Phillips Andover Academy
Stewart Smith LTD
Insurance
One Risk Group, LLC July 2013 - Present
One Risk Group, LLC July 2013 - February 2015
Campo di Bocce August 2007 - January 2015
Hertz Local Edition January 2013 - April 2013
Skills
Communication, Written & Oral..., Sales Management, Sales, Sales Operations, Marketing, Marketing Communications, Microsoft Word, Microsoft Office, Microsoft Excel, Salesforce.com, Claims Management, Corporate Events, Event Planning, Special Needs, Warehouse Management
Education
California State East Bay 2011 — 2013
Bachelor's Degree, Communication and Media Studies
Las Positas College 2009 — 2011
Associate's degree
One Risk Group, LLC August 2009 - Present
Tanner Insurance Services January 2003 - August 2009
Arthur J. Gallagher & Co. 1994 - 1996
Skills
Workers Compensation, Risk Management, Strategic Planning, Insurance, Property & Casualty..., Legal Liability, General Insurance, Disability Insurance, Employment Practices..., New Business Development, Financial Risk, Brokers, Life Insurance, Contract Negotiation, Commercial Insurance, Claim, D&O, Investments, Financial Analysis, Underwriting, Captives, Casualty, Excess, Team Building, Commercial Lines, Liability, Umbrella Insurance, Account Management, Finance, Management, Real Estate, Strategic Financial..., Long-term Care, Professional Liability, Employee Benefits, Leadership, Retirement Planning, Inland Marine, Executive Management, Claims Management, Coaching, Sales Management, Mergers & Acquisitions, Health Insurance, Business Planning, Reinsurance
Education
University of San Diego 1991 — 1992
Westmont College
BA, Communications and Business
G8Direct April 2014 - Present
Natural Health Solutions Group, LLC February 2015 - Present
Protek Cargo, Inc. September 2012 - March 2014
Heffernan Insurance Brokers May 2010 - April 2011
One Risk Group, LLC November 2009 - May 2010
Heffernan Insurance Brokers September 2007 - November 2009
Skills
Salesforce.com, Sales, Account Management, Microsoft Excel, Risk Management, Employee Benefits, Marketing, Customer Service, Property & Casualty..., Wordpress, Human Resources, Health Insurance, Business Development, CRM, Market Research, Web Content Creation, Financial Risk, Finance, Email Marketing, Green Technology, Customer Retention, Customer Satisfaction, Management, Small Business, Search Engine Ranking, Cold Calling, Brokers, Leadership, WordPress, Underwriting, Social Media Marketing
Education
Santa Clara University - Leavey School of Business 2002 — 2007
Bachelor of Science, Finance
Marin Catholic High School 1998 — 2002
HS Diploma
One Risk Group, LLC 2009 - Present
Skills
Commercial Insurance, Insurance, Workers Compensation, D&O, Umbrella Insurance, General Insurance, Employment Practices..., Legal Liability, Commercial Lines..., Casualty Insurance, Sales, Environmental Insurance, Professional Liability, Cyber Liability..., Property Insurance, General Liability..., Earthquake Insurance, Flood Insurance
Education
California State University-East Bay
MBA
University of California, Los Angeles 1979 — 1982
Zenefits June 2014 - Present
One Risk Group, LLC July 2013 - June 2014
The Leavitt Group (Jenkins Insurance Group) June 2012 - April 2013
Mercer Health & Benefits January 2008 - June 2012
Granite Professional Insurance Brokers April 2007 - November 2007
Arthur J. Gallagher, Pleasanton October 1995 - August 1997
Trapani Hartwick & Dickins 1990 - 1995
Skills
Employee Benefits, Public Speaking, Marketing Communications, Executive Compensation, Human Capital Management, Consultative Selling, Benefits Administration, Personnel Management, Health Insurance, Selling, Business Development, Executive Pay, Human Resources, Management, CRM, Insurance, Program Management, Risk Management, Strategy
Education
IFEBP - The Wharton School, University of Pennsylvania 2008 — 2010
CEBS
University of California, Los Angeles 1984 — 1987
Bachelor of Arts, Economics
Villa Park High School 1979 — 1982
One Risk Group, LLC August 2009 - Present
BB&T May 2008 - August 2009
Union Bank April 2003 - May 2008
Tanner Insurance Brokers, Inc. September 1997 - April 2003
Arthur J. Gallagher & Co. September 1994 - September 1997
Black/White & Associates September 1989 - September 1994
Skills
Insurance, Property & Casualty..., Workers Compensation, Customer Service, Commercial Insurance, Risk Management, Claims Management, Brokers
Education
California State University-East Bay 1983 — 1988
BS, Political Science
One Risk Group, LLC June 2012 - Present
Markel Corporation December 2006 - November 2011
Tanner Insurance July 2005 - December 2006
Black/White & Associates July 2000 - July 2005
Skills
Inland Marine, Umbrella, General Liability, Property, Automobile, Legal Liability, Insurance, Umbrella Insurance, Brokers
Education
Diablo Valley College 1993 — 1995
General Education
San Ramon Valley High School
One Risk Group, LLC March 2009 - Present
Skills
Employee Benefits, Strategic Partnerships, Commercial Insurance, Workers Compensation, Executive Management, Real Estate, Strategic Planning, Brokers, Health Insurance, FHA, Property & Casualty..., Insurance, Estate Planning, Professional Liability, Underwriting, Cold Calling, Risk Management, Casualty
Education
California State University-Chico 1961 — 1964
BS Busisness Administration, Business