Paychex Agency Inc
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Paychex Agency Inc Employees
Bond Financial Network July 2008 - Present
Bond Financial Network December 2012 - February 2014
Paychex Agency Inc May 2006 - July 2008
Paychex January 2005 - May 2006
Wegmans Food Markets July 1999 - May 2006
Skills
Customer Relations, Customer Service, Strategic Planning, Excel, Microsoft Office, Problem Solving, Training & Development, Developing Client..., Employee Benefits, Microsoft Excel, Account Management, Insurance, Program Management, Cross-functional Team..., Employee Relations, Recruiting, Health Insurance, Sales, Time Management, Training
Education
State University of New York College at Geneseo 2001 — 2004
BS Education, Childhood Education, Sociology
Paychex November 2012 - Present
Paychex Agency Inc. September 2010 - November 2012
Paychex June 2007 - August 2010
Skills
Employee Benefits, Cold Calling, 401k, Salesforce.com, Insurance, Health Insurance, Benefits Administration, Human Resources, Account Management, Customer Service, Recruiting, Customer Retention, Sales Process, Employee Relations, Workers Compensation
Education
State University of New York College at Geneseo 2001 — 2003
Fairport high school
John Cassetta Agency January 2013 - Present
Paychex Insurance Agency, Inc. May 2004 - January 2013
Paychex Agency, Inc July 2000 - April 2004
Paychex, Inc October 1998 - June 2000
Paychex, Inc August 1996 - September 1998
Education
The University of Texas at Austin 1990 — 1994
Bryant and Stratton College
Property & Casualty License
Bryant and Stratton College
Life, Accident and Health License
Kaplan University
Series 6/63 License
Rochester Institute of Technology
AmeriFlex Inc June 2014 - Present
Tessendorf Welding and Machine, Inc. November 2013 - March 2015
Nationwide Employee Benefits October 2011 - October 2013
Paychex Agency Inc. 2007 - September 2011
United Health Group 2005 - 2007
American Medical Security 2001 - 2005
Penn Corp Financial 1996 - 2001
NewTek 1993 - 1996
Skills
Benefits Administration, Insurance, Employee Benefits, Sales, B2B, Health Insurance, Sales Management, Selling, Disability Insurance, Salesforce.com, Account Management, CRM, Customer Service, Public Relations, Strategic Planning, Training, Recruiting, Cold Calling, Sales Process, Human Resources, Sales Operations, Marketing, Marketing Strategy, Entrepreneurship, Management, Small Business, Networking, Customer Retention, Retail, Direct Sales, Team Building, Healthcare, Sales Presentations, Leadership, Customer Satisfaction
Education
Kansas State University 1989 — 1993
BS, Business Manage, Accounting and Pre-Law
National Association of Insurance and Financial Advisors
Leadership in Life Institute
Professional Selling Skills
Capital One August 2010 - Present
Paychex Agency, Inc 2009 - July 2010
Genworth Financial December 2006 - January 2009
Paychex August 2005 - November 2006
Paychex Agency, Inc December 2002 - August 2005
Education
Rochester Institute of Technology 1996 — 1999
BS, Finance
Kendall
Paychex Insurance Agency, Inc May 2014 - Present
Paychex Insurance Agency, Inc July 2009 - May 2014
Paychex Insurance Agency, Inc December 2008 - June 2009
Paychex Agency, Inc May 2006 - December 2008
ADT Security Services, INC June 1999 - May 2006
US Navy August 1993 - March 1997
Skills
Employee Benefits, Leadership, Long-term Customer..., Interdepartmental..., Health Insurance, Customer Support, Benefits Administration, Management, Call Centers, HRIS, Payroll, Workers Compensation, Sales, Team Leadership, COBRA, Cold Calling, Customer Retention, Business Development, Salesforce.com, Human Resources, Insurance, Recruiting, Health Savings Accounts, 401k, Onboarding
Education
Roberts Wesleyan College 2001 — 2003
Bachelors of Science, Organizational Management
Monroe Community College 1997 — 1999
Associates, Degree in Liberal Arts
Unither Manufacturing, LLC August 2015 - Present
Southco, Inc. February 2014 - August 2015
Southco October 2010 - February 2014
Swagelok, Northwestern Mutual, Paychex 2006 - 2010
Paychex Agency Inc. 2003 - 2006
Valeo Electrical Systems, Inc 2001 - 2003
Skills
Manufacturing, Professional Mentoring, Industrial Safety, Lean Manufacturing, Continuous Improvement, EHS, Environmental Awareness, ISO, Six Sigma, Sales, Management, Engineering, CAD, Risk Management, Value Stream Mapping, Root Cause Analysis, ISO 14001
Education
Rochester Institute of Technology
BS, Environmental Management
SUNY Potsdam
The Eagle Insurance Agency LLC April 2015 - Present
First American Equipment Finance November 2011 - April 2015
Paychex Insurance Agency, Inc. May 2011 - October 2011
Paychex, Inc March 2008 - May 2011
Paychex Agency Inc October 2006 - March 2008
First Investors Corporation May 2006 - August 2006
Skills
Commercial Insurance, Sales, Employee Benefits, Insurance, Cold Calling, Risk Management, Finance, Property & Casualty..., Salesforce.com, Financial Services, 401k, Leadership, Strategic Financial..., Account Management, Management, Process Improvement, Investments, Health Insurance, Disability Insurance, Banking, Portfolio Management, COBRA, Accounting, Relationship Management, Series 63, Time Management, Loans, Credit, Health Savings Accounts, Customer Retention, Commercial Lending
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Arts, Political Science
Skaneateles High School 1998 — 2002
WellCare Health Plans March 2015 - Present
WellCare Health Plans May 2014 - March 2015
WellCare Health Plans October 2011 - May 2014
Paychex Agency Inc May 2006 - July 2008
Skills
Benefits Administration, Human Resources, Employee Relations, Management, Leadership, Business Analysis, Process Improvement, Program Management, Business Process..., Business Intelligence, Business Process, Vendor Management
Education
University of Rochester
Insperity Insurance Services January 2014 - Present
Paychex 2008 - July 2013
Paychex Agency, Inc 1998 - 2008
Skills
Process Development, P&L Management, Payroll Tax Filing and..., Recruiting, Employee Development, Training, Contract..., Systems Design, Systems Requirements, Systems Testing, Data Migration, Benefits Consulting, Kaizen Blitz, Worker's Compensation, Health Insurance, Insurance, Performance Management, Program Management, Employee Relations, Workers Compensation, Employee Benefits, Benefits Administration, 401k, Customer Retention, Management, Customer Service, Process Improvement, Human Resources, Leadership
Education
St. John Fisher College
Paychex July 2010 - Present
Paychex Agency, Inc July 2006 - Present
Paychex, Inc 2006 - Present
The Flanders Group September 2005 - June 2006
Education
State University of New York College at Brockport 1999 — 2003
BAGMAN, LLC January 2015 - Present
Brian Bagley Sales & Marketing' December 2012 - September 2013
JDC Benefits LLC November 2011 - September 2013
Incentives Advisors June 2012 - December 2012
SOI April 2011 - January 2012
Paychex Agency Inc. May 2006 - October 2010
Paychex October 1996 - June 2006
Advantage Payroll 1997 - 2002
Paychex 1996 - 1999
Skills
Cold Calling, Employee Benefits, Sales Process, Salesforce.com, Sales, PEO, Payroll, Sales Management, Benefits Administration, Account Management, Direct Sales, Sales Presentations, Sales Operations, Customer Retention, Recruiting, Selling, Management, Coaching, Training, Leadership
Education
Biola University 1995 — 1997
BS, Organizational Leadership Development
Woodbridge High School
Paychex Agency Inc. October 2011 - Present
Paychex November 2006 - October 2011
Marsh 1999 - January 2005
Sedgwick of N.Y., Inc. 1984 - August 1999
Skills
SaaS, Property & Casualty..., Salesforce.com, Sales Presentations, Insurance, Employee Benefits, Customer Retention, Underwriting, Account Management, Commercial Insurance, Commercial Lines, Health Insurance, Liability, Professional Liability
Education
State University of New York College at Geneseo 1975 — 1979
B.A., Speech Communications
Hyatt Regency Clearwater Beach Resort & Spa January 2010 - Present
Paychex Agency Inc August 2006 - September 2009
Monroe Golf Club March 2008 - August 2009
Fitzsimmons Dance Factory September 2002 - June 2009
Education
Monroe Community College
Associates, Business