Paychex Insurance Agency
Address: 150 Sawgrass Dr, Rochester, NY 14620 Phone: (585) 336-7600: Website: Category: : : Hours: : : Place name: : Website: https://www.paychex.com/employee-benefits 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. · Own this business?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 Paychex Insurance Agency Inc: Chiarelli Jeremy Posting publicly on the Web Write a review Reviews"Great response times to questions." "Tyler from sales was rude, disgruntled and unhelpful." View all Google reviews
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Paychex Insurance Agency Employees
Paychex Insurance Agency
Skills
Employee Benefits, Health Insurance, Disability Insurance, Benefits Administration, Insurance, Healthcare Consulting, Long-term Care, Human Resources, Payroll, Healthcare, Healthcare Management, Health Savings Accounts, Healthcare Information..., Medicare, Health Care Reform, Brokers, Accident, Cafeteria Plans, Critical Illness, HRIS, Affordable Care Act, Life Insurance, Term Life Insurance, HR Consulting, HR Management, COBRA, Leadership, Management, Sales
Education
University of Nevada-Las Vegas - College of Business
Bachelor's degree, Finance and Financial Management Services
Paychex February 2014 - Present
Paychex Insurance Agency November 2012 - February 2014
Paychex Insurance Agency October 2007 - November 2012
BJ's Wholesale Club October 1999 - October 2007
BJ's Wholesale Club October 1999 - October 2007
BJ's Wholesale Club January 1999 - January 2007
BJ's Wholesale Club January 1999 - January 2007
Skills
Auditing, Customer Service, Microsoft Excel, Insurance, Policy, PowerPoint, Workers Compensation, Research, Troubleshooting, Deferred Compensation, Editing, Employee Benefits, Employee Training, Access, Analysis
Education
SUNY New Paltz 2004 — 2007
Bachelors, Art Education, K-12
Dutchess County Community College 1999 — 2002
Associate of Science, Communications and Media Arts
Brown & Brown Northwest November 2012 - Present
Make-A-Wish Foundation of Oregon March 2012 - Present
Paychex Insurance Agency July 2008 - October 2012
One Communications February 2007 - June 2008
Linfield College 2002 - 2006
Education
Linfield College 2002 — 2006
Bachelor of Science, Business Management, Psychology.
Tigard High School 1999 — 2002
Paychex Insurance Agency April 2013 - Present
AMF August 2011 - April 2013
Chase Bank March 2008 - June 2010
Verizon Wireless December 2006 - January 2007
Skills
Customer Service, Event Management, Sales Management, Leadership, Social Media, Budgets, Inventory Management, Social Media Marketing, Marketing Strategy
Education
Monroe Community College 2003 — 2005
Associates, Business Administration and Management, General
Paychex Insurance Agency September 2013 - Present
Cornerstone Group August 2011 - September 2013
Blue Cross & Blue Shield of Rhode Island August 2005 - August 2011
Tasca Automotive Group July 2003 - July 2005
Skills
Employee Benefits
Education
University of Rhode Island 2001 — 2003
Master's degree, Communication Studies
University of Rhode Island 1996 — 2000
Bachelor's degree, Sociology
LaSalle Academy, Providence RI 1992 — 1996
9-12
ADP September 2014 - Present
Paychex June 2011 - September 2014
Paychex Insurance Agency December 2008 - June 2011
Paychex Insurance Agency May 2007 - November 2008
Paychex May 2006 - May 2007
Skills
Cold Calling, Employee Benefits, Customer Service, Sales, Benefits Administration, Health Insurance, Sales Presentations, Sales Operations, Selling, Customer Retention, Market Research, Recruiting, Training
Education
Monroe Community College 2002 — 2004
Business Adminstration
University of Maryland University College
Marketing
Maryland Department of Labor, Licensing, and Regulation March 2015 - Present
Corporate Synergies January 2013 - March 2015
Paychex Insurance Agency May 2011 - January 2013
The Jacobs Company October 2007 - April 2010
Maryland Department of the Environment October 2003 - January 2007
Constellation Energy January 2000 - October 2003
Baltimore Gas and Electric September 1995 - January 2000
Maryland General Assembly January 1995 - January 1999
Skills
Employee Benefits, Insurance, Political Campaigns, Political Consulting, Benefits Administration, Writing, Public Speaking, Public Policy, Constituent Services, Customer Service, Leadership, Lobbying, Time Management, Disability Insurance, Government, Budgets, Program Management, Team Building, Strategic Planning, Management, Policy, Nonprofits
Education
University of Maryland Baltimore County 1988 — 1991
Bachelor's Degree, Political Science and Economics
Chesapeake high school
Insurance Office of America July 2014 - Present
Brown and Brown Insurance April 2012 - July 2014
PAYCHEX BUSINESS SOLUTIONS February 2006 - June 2012
PAYCHEX INSURANCE AGENCY September 2008 - April 2012
MORTGAGE INVESTORS CORP October 2000 - January 2006
Skills
Microsoft Excel, Microsoft Word, Employee Benefits, Benefits Administration, Health Insurance, Insurance, Payroll, Human Resources, HRIS, COBRA, Customer Service, PowerPoint, Events Coordination, Microsoft Office, Adobe Professional, Time Management, Disability Insurance, Customer Retention, Onboarding, Cold Calling, Access, Team Building, Account Management, 401k, Customer Satisfaction, Leadership, Sales Management, Management, Coaching, Workers Compensation, Process Improvement, Accounting, Performance Management, PeopleSoft, Strategic Planning, Sales, Employee Relations, Outlook, Training, Recruiting, Office Management, Applicant Tracking..., Sales Presentations, Interviews, Employee Training, Hiring, Talent Acquisition, Deferred Compensation, Leadership Development, College Recruiting
Education
St. Petersburg College
Business Administration Major
Paychex Insurance Agency August 2014 - Present
Bronson Belles Cheer Academy March 2012 - Present
GEICO July 2002 - August 2014
Skills
General Insurance, Insurance, Liability, Property & Casualty..., Underwriting, Customer Service, Customer Retention
Education
Long Island University, C.W. Post Campus 1998 — 2002
Bachelor's degree, Business Administration, Management and Operations
Paychex Insurance Agency January 2014 - Present
Dun And Bradstreet, Inc. September 1996 - June 2013
Dun and Bradstreet September 2007 - October 2009
Dun and Bradstreet February 2004 - September 2007
Dun and Bradstreet March 2001 - February 2004
Dun and Bradstreet September 1996 - March 2001
Skills
Salesforce.com, Sales Process, Sales Management, Account Management, Solution Selling, Selling, Direct Sales, B2B, Sales, Lead Generation, SaaS, Business Intelligence, Competitive Analysis, New Business Development, Management, Marketing, Marketing Strategy, Cross-functional Team..., Professional Services, Business Planning, Customer Satisfaction, Analytics, Leadership, Cold Calling, Forecasting
Education
Lehigh Carbon Community College
General Studies
Paychex Insurance Agency November 2010 - Present
Paychex March 2009 - November 2010
Paychex 2007 - 2009
Paychex March 2005 - 2007
Sutherland Global Services August 2002 - February 2005
UNISYS CORPORATION January 2000 - January 2001
Skills
Lead Generation, B2B, Upselling, Lead Management, Telemarketing, Cold Calling, Licensed in Property..., Direct Sales, Salesforce.com, Qualifying Prospects, Payroll, SaaS, Sales, Sales Presentations, Sales Process, Selling, Up-selling
Education
Finger Lakes Community College 1997 — 2000
A.S. Applied Science, Graphic Design and Advertising
S&S Insurance Agency October 2014 - Present
Paychex Insurance Agency July 2013 - Present
Shoes For Crews December 2012 - July 2013
Skills
Customer Service, Sales, Account Management, Team Building, Merchandising, Retail, Sales Management, Forecasting, Marketing, Inventory Management, Trade Shows, New Business Development, Cold Calling, Marketing Strategy, Leadership, Customer Satisfaction, Social Media Marketing, Sales Operations, Management, Strategic Planning, Training, Budgets, Employee Training
Education
Franklin University 2000 — 2004
Bachelor of Science (BS), Business Administration
Gahanna Lincoln High School
Morgan Management April 2013 - Present
Paychex Insurance Agency October 2009 - April 2013
Paychex May 2007 - October 2009
Skills
Microsoft Office, Microsoft Excel, HRIS, .NET, Access Database, PowerBuilder, Payroll Taxes, Payroll Services, Multi-state Payroll...
Education
State University of New York at Buffalo - School of Management
Bachelor's degree, Business Administration and Management, General
Paychex Insurance Agency 2014 - Present
Centra Financial Group 2013 - 2014
Rochester Real Estate Agent 2010 - 2012
Education
SUNY Empire State College
Business, Managment, and Economics, Human Resources Management/Personnel Administration, General
Eastridge High School
Regents Diploma
Paychex Insurance Agency November 2014 - Present
Nothnagle Realtors October 2014 - Present
Advocare November 2012 - Present
Hunt Real Estate ERA April 2009 - November 2014
LiDestri Food & Beverage, Inc. March 2014 - October 2014
LiDestri Foods, Inc. June 2013 - March 2014
Skills
First Time Home Buyers, New Home Sales, Buyer Representation, Leadership, Coaching, Customer Service, Marketing, Selling, Negotiation, Small Business, Sales Management, Real Estate, Residential Homes, Investment Properties, Referrals, Short Sales, Foreclosures, Contract Negotiation, Relocation, Sales, Single Family Homes, Team Building, Management, Training, Strategic Planning
Education
Monroe Community College 2004 — 2007
Business Administration and Management, General
Monroe Community College
Business Administration and Management, General
Lewis Tree Service Inc. February 2015 - Present
Crescent Bank and Trust June 2012 - October 2014
Alstom Signaling-Noramtec Consulting January 2012 - April 2012
SPX Corporation January 2011 - September 2011
Paychex Insurance Agency September 2009 - June 2010
Spherion Employment Agency-Xerox March 2008 - October 2008
Frontier Telephone January 2006 - September 2007
First America September 2005 - December 2005
JP Morgan Chase Bank January 2003 - February 2005
Frontier Telephone May 1999 - November 2002
Skills
Microsoft Office, Technical Recruiting, Customer Service, Talent Acquisition, Executive Search, Microsoft Excel, Account Management, Microsoft Word, Project Management, Time Management, Management, SAP, Payroll, Data Entry, HRIS, Employee Relations, Human Resources, Process Scheduler, Employee Benefits, Process Improvement
Education
Medaille College 2013 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.00
Rochester Business Institute 1990 — 1992
Degree: Associates, Business Management; Liberal Arts credits
Merrill Lynch July 2015 - Present
US Army 2005 - Present
Marcone Supply January 2015 - July 2015
Paychex Insurance Agency October 2013 - December 2014
Skills
Army, Military Experience, Security Clearance, Operational Planning, Leadership, Military, Military Operations, Training, Time Management, Marketing, Customer Service
Education
Penn State University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York College at Brockport 2005 — 2010
Bachelor of Science (B.S.), History
GFI Insurance Brokerage, Inc. July 2015 - Present
Paychex Insurance Agency May 2012 - July 2015
Katz Media Group February 2008 - May 2012
IKON Office Solutions 2004 - 2008
University Sports Publications March 2004 - August 2004
Skills
New Business Development, Account Management, Sales Process, Customer Retention, Sales Presentations, Marketing, Direct Sales, Networking, B2B, Sales Management, Sales Operations, Solution Selling, Business Development, Marketing Strategy, Strategic Partnerships, Healthcare Consulting, HR Consulting, Employee Benefits, Sales, Cold Calling, Customer Service
Education
Hofstra University 1999 — 2001
Bachelor's Degree, Marketing
Farmingdale State University of New York 1998 — 1999
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Indeed.com April 2013 - Present
Indeed.com April 2011 - April 2013
Sunquest Information Systems May 2010 - April 2011
Paychex Insurance Agency April 2009 - March 2010
ADP September 2007 - April 2009
Skills
Business Development, New Business Development, B2B, PPC, Cold Calling, Salesforce.com, Recruitment Advertising, Sales Operations, Sales Management, Lead Generation, Marketing, SEO, Networking, SEM, Online Advertising, Sales, Account Management, Selling, Online Marketing, Sales Process, CRM, Management, Recruiting, Sales Presentations, Interviews, Direct Sales, SaaS, Customer Retention, Advertising
Education
Montclair State University 2006 — 2007
Bachelors Degree, Political Science
The University of Memphis 2005 — 2005
Philosophy, History
Johnson & Wales University 2002 — 2004
Associates Degree, Business Management
BHS
Cogentix Medical, Inc. August 2015 - Present
Paychex Insurance Agency September 2013 - August 2015
Boston Scientific May 2010 - September 2013
Paychex July 2002 - May 2010
Skills
Salesforce.com, Cold Calling, Sales Process, Medical Devices, Sales Presentations, Capital Equipment, Direct Sales, Sales Force Development, Market Development, Sales, Operating Room, Sales Operations, Selling, Selling Skills, Sales Management, Management, Account Management, Leadership
Education
Temple University - Fox School of Business and Management 2009 — 2012
Master of Business Administration (MBA)
The Catholic University of America 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Rose and Kiernan, Inc March 2014 - Present
Paychex April 2011 - March 2014
Paychex Insurance Agency April 2010 - April 2011
Paychex June 2008 - April 2010
Skills
Human Resources, Employee Benefits, Benefits Administration, Onboarding, HRIS, Payroll, Cold Calling, Interviews, Performance Management, Training, Customer Service, Account Management
Education
State University of New York College at Brockport 2006 — 2008
Bachelor of Science (BS), Communications
State University of New York College of Agriculture and Technology at Morrisville 2003 — 2006
Bachelor of Science (BS), Journalism/Communications
First Data Corporation April 2015 - Present
Paychex Insurance Agency October 2014 - March 2015
Paychex August 2013 - October 2014
Pitney Bowes April 2012 - August 2013
Groupon January 2012 - March 2012
Pitney Bowes September 2009 - October 2011
Pitney Bowes September 2008 - September 2009
Pitney Bowes November 2004 - August 2008
State of Washington 2004 - 2007
State of Washington March 2000 - August 2003
Skills
Selling, Forecasting, Sales, CRM, Sales Process, Training, Customer Retention, Cold Calling, Management, Account Management, Sales Management, SaaS, Recruiting, Salesforce.com, Solution Selling, Direct Sales, P&L Management, Sales Operations, Strategic Planning, B2B, Sales Presentations, Marketing, Higher Education, Strategy, Budgets, Business Planning, Networking, Lead Generation, Strategic Partnerships, Negotiation, Cross-functional Team..., Team Leadership, P, Customer Acquisition, B2B Marketing, Coaching, E-commerce, Health Insurance, Team Building, Leadership
Education
Gonzaga University 1988 — 1990
Political Science
Oasis Outsourcing September 2014 - Present
Liberty Capital Funding November 2011 - September 2014
Paychex Insurance Agency September 2007 - October 2011
Skills
Insurance, Employee Benefits, Account Management, Health Insurance, Risk Management, Selling, Sales, Customer Service, Management, New Business Development, Team Building, Healthcare, Cold Calling, Benefits Administration, Business Planning, Sales Management, Time Management, Workers Compensation, Leadership, Human Resources, Disability Insurance, COBRA
Education
The University of Southern Mississippi 1997 — 1999
MS, Criminal Justice
Loyola University New Orleans 1989 — 1994
Paychex Insurance Agency December 2012 - Present
Paychex June 2009 - Present
Paychex June 2009 - June 2011
KLH Marketing Inc. January 2007 - April 2009
Skills
Employee Benefits, Cold Calling, Flexible Spending..., Payroll, Sales Process, COBRA, Health Insurance, Insurance, Sales Management, Salesforce.com, Account Management, Sales Presentations
Education
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelor, Sports & Fitness Management
Empire Financial Partners, John Hancock Financial Networks March 2015 - Present
Paychex January 2012 - March 2015
Titan Insurance and Employee Benefits December 2010 - January 2012
Paychex Insurance Agency June 2006 - December 2010
WUHF FOX Rochester January 1999 - February 2001
Skills
Employee Benefits, Benefits Administration, Sales, Cold Calling, Account Management, Salesforce.com, Recruiting, Sales Process, Customer Service, Leadership, Human Resources, Management
Education
State University of New York College at Brockport 1995 — 1997
BA - Cum Laude, Communications
Don Bosco Prep 1988 — 1992
Greenlight December 2011 - Present
Ovation Home Loans November 2010 - December 2011
Paychex Insurance Agency August 2009 - November 2010
The Loan Processing Center Inc January 2009 - April 2009
Coca-Cola Fountain Division June 2008 - January 2009
Fieldstone Mortgage Company 2003 - 2007
Education
California State University-Long Beach - College of Business Administration 1997 — 2002
BS, Marketing
Michael Saunders & Company January 2013 - Present
Paychex Insurance Agency January 2012 - February 2013
Paychex HR Solutions November 2008 - December 2011
Keyes Company Real Estate July 2008 - August 2008
Michael Saunders & Company January 2001 - June 2008
Arthur Andersen January 2000 - September 2002
Gevity January 1991 - January 2000
Staff Leasing 1991 - 2000
Gevity HR, Inc. 1991 - 2000
Skills
Real Estate License, PHR Certification, Life Health and..., Salesforce.com, Direct Sales, Benefits Administration, Human Resources, Training Delivery, Employee Management, HRIS Database Management, HRIS, SPHR, Health, Employee Relations, Employee Benefits, PEO
Education
Nova Southeastern University 2010 — 2011
PHR, Human Resources Management and Services
University of Phoenix 2009 — 2010
Concentration in Business Management and Human Resources
Manatee Community College 1982 — 1986
Eckerd College
AP Intego Insurance Group, LLC February 2013 - Present
Paychex Insurance Agency May 2012 - November 2012
Paychex May 2011 - May 2012
Skills
Workers Compensation, Insurance, Payroll, Cold Calling, Sales, Applicant Tracking..., Sales Process, Customer Service, Disability Insurance, Property & Casualty..., Property, Customer Retention, Negotiation, Account Management, Talent Acquisition, Coaching, Life Insurance, Lead Generation, Casualty, Casualty Insurance, Management, Sales Operations, Marketing, Small Business
Education
Pittsford Mendon High School 2002 — 2006
Business, Management, Marketing, and Related Support Services
SUNY Oswego 2006 — 2010
Bachelor of Arts (B.A.), Film, Creative Writing
Bryant and Stratton College 2012 — 2012
Property and Casualty BR/ PC License, Insurance
Raley, Watts & O'Neill Insurance and Financial Services November 2012 - Present
Paychex Insurance Agency January 2011 - January 2012
Raley, Watts & O'Neill Insurance and Financial Services December 2004 - January 2011
Skills
New Business Development, Property & Casualty..., Management, Sales Management, Customer Service, Marketing, Commercial Insurance, Strategic Planning, Umbrella Insurance, Claims Management, Professional Liability, Risk Management, Property and Casualty..., Workers Compensation, Marketing Review, Safety Services Review, Coverage Review, Fleet Safety Review, Non Profits Coverage..., Federal Government..., Business Auto Insurance, Brokers, Claim, Disability Insurance, Insurance
Education
National Alliance for Insurance Education and Research 2008 — 2012
Certified Insurance Counselor, Commercial Property and Casualty Insurance, Designation
Tidewater Community College
Business Administration
Paychex Insurance Agency December 2010 - Present
Paychex 2009 - 2010
Paychex 2008 - 2009
Beneficial 2005 - 2007
Sprint PCS 2002 - 2005
Greece athena High school 1994 - 1998
Skills
Cold Calling, Insurance, Telemarketing, Account Management, Direct Sales, Sales Presentations, B2B, Sales, Lead Generation, Customer Service, Customer Retention, Marketing, Workers Compensation, Employee Benefits, Selling, Sales Process
Education
Monroe Community College 2000 — 2001
Greece Athena High School 1994 — 1999
GE Healthcare February 2015 - Present
Regional Distributors, Inc. June 2012 - January 2015
Paychex Insurance Agency June 2006 - June 2012
Paychex June 2002 - June 2006
Berry Network, Inc. an AT&T Company May 1999 - June 2002
Frontier Communications/Verizon Cellular January 1996 - May 1999
Skills
Sales Management, Sales Process, Building Relationships, New Business Development, Sales Presentations, Salesforce.com, Customer Relations, Team Building, Selling, Customer Service, SaaS, Account Management, Start-ups, Management, Sales, Insurance, Health Insurance, Business Development, Sales Operations, Recruiting, Customer Retention, Employee Benefits, Cold Calling, B2B, Direct Sales, Strategic Planning
Education
SUNY Brockport 1990 — 1993
Bachelor of Science (BS), Mathematics
GSK January 2014 - Present
Paychex October 2012 - December 2013
Paychex June 2008 - December 2013
Paychex Insurance Agency October 2011 - September 2012
Paychex May 2009 - October 2011
National Sales Support June 2008 - May 2009
Skills
Cold Calling, Consultative Selling, Sales Process, Direct Sales, Selling, Closing Deals, Customer Service, Payroll, Salesforce.com, Business Networking, Insurance, Workers Compensation, Public Speaking, Small Business, Sales Presentations, Solution Selling, B2B, Sales Support, Territory, Telemarketing, Payroll Processing, Building Relationships, New Business Development, Sales Operations, Lead Generation, Sales Management, Sales, Customer Retention, Networking, Outside Sales
Education
SUNY Fredonia 2004 — 2008
Bachelor of Science, Applied Mathematics
Van Beurden Insurance Services, Inc. October 2013 - Present
Humana August 2012 - September 2013
Paychex Insurance Agency December 2011 - August 2012
TDIC Insurance Solutions July 2006 - December 2011
Siemens July 2004 - October 2005
CIGNA October 1990 - July 2004
Skills
Health Insurance, Disability Insurance, Long Term Care Insurance, Medicare, Medicare Part D, Medicare Advantage, Life Insurance, Sales Management..., Project Management, Salesforce.com, Sales Presentations, Committed to..., Customer Service, Insurance, Commercial Insurance, Umbrella Insurance, Managed Care, General Insurance, Voluntary Employee..., Sales Management, Term Life Insurance, Employee Benefits, Leadership, Sales, Brokers, Workers Compensation, Long-term Care, Underwriting, Whole Life, Claim, Property & Casualty..., Critical Illness, Accident, Benefits Administration, Universal Life, COBRA, Health Savings Accounts, Dentistry, Flexible Spending..., Customer Retention, HMO, Health Care Reform, Cafeteria Plans, Licensed Property, Building Relationships, Medicaid, PPO, Training, Team Building, Health Policy
Education
College of the Sequoias
PAYCHEX INSURANCE AGENCY September 2011 - Present
Paychex Insurance Agency September 2011 - Present
Paychex Insurance Agency October 2009 - September 2011
Paychex, Inc. August 2005 - October 2009
Wegmans Food Market April 2002 - May 2004
Skills
Onboarding, Employee Benefits, Employee Relations, Recruiting, Performance Management, Team Building, Account Management, Applicant Tracking..., Coaching, Microsoft Office, Process Improvement, Training, Microsoft Word, Management, Sales, Customer Satisfaction, Call Centers
Education
Roberts Wesleyan College 2013 — 2014
Bachelor's degree, Organizational Management
Monroe Community College 2000 — 2003
A.A.S, Food Service Administration
Gates-Chili HS 1977 — 1981
Regents Diploma, Spanish, Radio and Television Occupations
Paychex Insurance Agency April 2013 - Present
ADP TotalSource January 2009 - March 2013
Systemation October 2007 - September 2008
Office Evolution May 2007 - August 2007
Enterprise Rent-A-Car August 2004 - November 2006
Enterprise Rent-A-Car February 2001 - August 2004
Enterprise Rent-A-Car May 1995 - July 1998
Skills
Sales Management, Team Leadership, Closing Deals, Business Development, Workforce Management, Business Process..., Business Systems..., Health Care Systems, Human Resources, Personnel Management, Recruiting, CRM, Salesforce.com, Channel Partners, Lead Generation, Cross-functional Team..., Sales Operations, Marketing Strategy, Sales, Sales Process, Account Management, Risk Management, Marketing, Negotiation, Project Management, Sales Presentations, Training, Talent Acquisition, Solution Selling, Enterprise Software, Deal Closure, Forecasting, Management, Cold Calling, Direct Sales, Performance Management, Strategic Planning, Team Building, Employee Benefits, Operations Management, Customer Retention, Budgets, Coaching, Management Consulting, New Business Development
Education
Northern Arizona University 1988 — 1992
B.S.B.A, Marketing
Haarlem Business School-Hogeschool van Haarlem 1990 — 1991
Minor, International Marketing
Candidate for Monroe County Legislature September 2015 - Present
Signator Investors Inc.,John Hancock Financial Network January 2015 - Present
Paychex Insurance Agency October 2012 - November 2014
Nationwide Insurance December 2011 - April 2012
AIG January 2008 - October 2010
Liberty Mutual Insurance June 2004 - January 2008
KeyCorp December 2000 - January 2003
Lucent Technologies September 1997 - November 2000
AT&T September 1986 - September 1997
Skills
Risk Management, Insurance, Property & Casualty..., Professional Liability, Brokers, Workers Compensation, Management, Legal Liability, Program Management, Financial Services, Marketing, Sales, Commercial Insurance, CRM, Leadership, Small Business, Health Insurance
Education
University at Buffalo 1982 — 1986
Bachelors of Science, Business Administration and Management, General
Benefit Authority May 2013 - Present
Paychex Insurance Agency December 2011 - March 2013
Heathmarkets Affiliate March 2004 - August 2012
Anadigm Inc June 2002 - December 2003
Nanovation Inc April 2000 - June 2002
Fujitsu Microelectronics February 1995 - April 2000
Skills
Career sales person..., Self-motivated, Organized, Excellent communication..., Superior Customer..., Develps long term..., Business Analysis, Creative solutions, Customer advocate, Complaint handling and..., Complex problem solver, Skilled negotiator, Natural leader, Team player, Strategic Planning, Creative Marketing, Builds referral business, In-depth knowledge of..., Comprehensive..., Expertise in benefits..., Active Life and Health..., Customer Service, Health Insurance, Term Life Insurance, Long-term Care, Leadership, Teamwork, Marketing, Negotiation, Strategy, Creative Solutions, Insurance, Employee Benefits, Sales, Start-ups, Training, Business Planning, Management, Benefits Administration, Disability Insurance, Small Business, Budgets, Sales Operations, Life Insurance, Brokers, Retirement, Cold Calling, Account Management, Selling, Team Building
Education
San Diego State University-California State University
MBA, Information Systems
Vanderbilt University
Bachelor of Arts (B.A.), History and Art History
Cigna Healthcare October 2013 - Present
Healthy Business Group, LLC April 2013 - October 2013
Paychex Insurance Agency August 2011 - March 2012
Corporate Synergies Group June 2010 - February 2011
Empire BlueCross BlueShield June 1987 - December 2009
Skills
Health Insurance, Brokers, Employee Benefits, COBRA, Insurance, Medicare, Health Savings Accounts, Managed Care, Disability Insurance, Health Care Reform, Strategic Planning, Sales, Healthcare, Account Management, HIPAA, Recruiting, Team Building, Sales Management, Underwriting, Management, Sales Operations, Selling, Marketing, Employee Training, Benefits Administration, HMO
Education
Dowling College
MBA, Business Administration
New York Institute of Technology
BS, Business Management
Paychex April 2014 - Present
Paychex Insurance Agency, Inc November 2012 - April 2014
Paychex Insurance Agency June 2011 - November 2012
Roberts Wesleyan College January 2010 - October 2011
Roberts Wesleyan College October 2009 - November 2009
Skills
Nonprofits, Event Planning, Microsoft Office, Public Speaking, Human Resources, Social Networking, Customer Service, Professional Services, Microsoft Excel
Education
Roberts Wesleyan College 2008 — 2011
Bachelor of Science, Business Administration
Integrated Time Systems April 2012 - Present
Sentry Insurance October 2010 - April 2012
Paychex Insurance Agency May 2009 - September 2010
Iron Mountain September 2007 - May 2009
Paychex 1999 - September 2007
Skills
Time and Attendance..., Payroll, Records Management, Customer Service, Sales Process, Time & Attendance, Sales, Human Resources, SaaS, Employee Benefits, Networking, Team Building, Insurance, Health Insurance, Cold Calling, Management, Account Management, Direct Sales
Education
Cardinal Stritch University 2003 — 2005
Bachelor of Science, Business Management
Tidewater Community College
Associates, Business Administration
Paychex Insurance Agency November 2012 - Present
New York Life Insurance Company June 2011 - November 2012
Insphere Insurance Solutions 2009 - March 2012
ARTRA Curatorial - Co/Lab Art Fair January 2010 - January 2012
Torrance Art Museum 2009 - 2010
Skills
Disability Insurance, Small Business, Long-term Care, Health Insurance, Insurance, Fixed Annuities, Long Term Care Insurance, Sales, Healthcare, Term Life Insurance, Commercial Insurance, Life Insurance, Universal Life, Employee Benefits, Retirement Planning, Retirement
Education
California State University-Northridge
Aetna December 2014 - Present
Paychex Insurance Agency August 2013 - December 2014
A Castle Construction LLC October 2011 - August 2013
Capital Consultants of America, Inc. June 2009 - September 2011
Bankers Insurance September 2008 - May 2009
United Healthcare December 2002 - May 2008
Aetna July 1997 - December 2002
Skills
Quickbooks, Excel, PowerPoint, Account Management, Customer Service, Financial Analysis, Microsoft Excel, Sales Management, QuickBooks, Insurance, Accounting, Recruiting, Access, Payroll, Business Development, Microsoft Word, Purchasing, System Administration, Team Building, Workers Compensation, Strategic Planning, Process Scheduler, Health Insurance, Outlook, Negotiation, New Business Development, Time Management, Budgets, Sales, Financial Reporting, Office Management, Microsoft Office, Sales Operations, Analysis, Marketing, Marketing Strategy, Human Resources, Public Speaking, Forecasting, Non-profits, Event Planning, Employee Benefits, Cold Calling, Customer Satisfaction, Strategy, Coaching, Contract Negotiation, Health Savings Accounts, Organizational..., Sales Presentations
Education
Saint Leo University
Business, Business
Paycor August 2015 - Present
Paychex insurance agency April 2015 - July 2015
Paychex August 2013 - April 2015
UnitedHealth Group October 2010 - August 2013
Skills
Call Centers, Insurance, Employee Relations, Leadership, Employee Benefits, Customer Service, Training, Onboarding, Microsoft Office, Benefits Administration, Coaching, Human Resources, Microsoft Excel, Team Building, healthcare reform
Education
University of Cincinnati 1998 — 2002
Communications
Marsh McLennan Agency February 2012 - Present
FCA 2011 - Present
Paychex Insurance Agency June 2011 - March 2012
Paychex January 2001 - June 2011
Heritage Cleaners and Tailors March 1996 - January 2001
EBC Communications 1994 - 1997
Skills
FSA, Client Retention, Payroll Taxes, HRA, 401k, Health Care Reform..., Defined Benefit Plans, HSA, Health Plan Cost Control, Health Benefits..., Health Plan Designs, Maximizing Benefit..., Health Care Reform, Health Insurance, Human Resources, Health Savings Accounts, Employee Benefits, Defined Benefit, Sales, Customer Retention, Payroll, Benefits Administration, Insurance, Management, PEO, Long-term Care, FMLA, HRIS, Sales Presentations, Group Insurance, Life Insurance, Financial Services, Account Management, Deferred Compensation, Employee Relations, Disability Insurance, Onboarding, COBRA, Defined Contribution, Salesforce.com, ADP Payroll, New Hire Orientations, Brokers, Cold Calling, Open Enrollment, Workers Compensation
Education
King's College 1983 — 1987
B A.,, Marketing
Immaculate High School 1979 — 1983
American Expedition Vehicles May 2013 - Present
Global Recruiters Network October 2012 - May 2013
MassMutual Financial Group April 2012 - April 2013
Paychex Insurance Agency August 2011 - April 2012
McLaren Health Plan June 2008 - August 2011
Carmen Ainsworth High School November 2007 - March 2010
Skills
Marketing, Healthcare, Networking, Integrated Marketing, Sales, Public Speaking, Strategic Planning, Customer Service, Event Planning, Social Media, Management, Health Insurance, Insurance, Outlook, Budget, Marketing Strategy, New Business Development, Sales Management, Small Business, Account Management
Education
University Of Michigan 2006 — 2008
BBA, Marketing
Oakland Community College 2003 — 2005
ABA, Business Administration
AP Intego Insurance Group, LLC January 2014 - Present
Paychex Insurance Agency February 2013 - January 2014
Aerotek March 2012 - January 2013
Skills
Cold Calling, Customer Service, Recruiting, Account Management, Employee Benefits, Sales, Insurance, Management, Talent Acquisition, Training, Human Resources, Workers Compensation, Onboarding, Property & Casualty...
Education
SUNY Oswego 2006 — 2010
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Paychex Insurance Agency February 2014 - Present
BELFOR Property Restoration 2013 - 2013
Education
University of Phoenix 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
US Employee Benefits Services Group May 2015 - Present
US Employee Benefits Services Group March 2013 - Present
Titan Insurance & Employee Benefits Agency, LLC July 2011 - March 2013
Paychex Insurance Agency` July 2008 - July 2011
Skills
Health Savings Accounts, Insurance, Benefits Administration, Cold Calling, Employee Benefits, Health Insurance, Recruiting, Sales, Account Management, Disability Insurance, Payroll, Life Insurance, 401k, Workers Compensation, Brokers, Long-term Care, Term Life Insurance, COBRA, Flexible Spending..., Medicare, Employee Wellness, Health Care Reform, Accident, Dentistry, Retirement, Claim, Underwriting, Fixed Annuities, Managed Care
Education
SUNY Brockport 2000 — 2003
Bachelor of Science (B.S.)
Spencerport High
Spencerport High
Spencerport High
Whispering Pines Stables 2010 - Present
Paychex February 2015 - Present
Paychex Insurance Agency August 2010 - February 2015
Paychex November 2008 - August 2010
Skills
Customer Service, Microsoft Office, Management, Leadership, Training, Strategic Planning, Recruiting, Sales, Project Management, Human Resources
Education
St. John Fisher College 2006 — 2008
Bachelor's Degree, Sociology, Summa Cum Laude
Monroe Community College 2001 — 2003
Associate's Degree, General Studies
Coyote Logistics August 2015 - Present
Miami University August 2010 - May 2015
Wild Bistro August 2014 - February 2015
Bush Rudnicki Shelton, P.C. May 2013 - August 2014
Paychex Insurance Agency July 2013 - January 2014
The Whitson/Desabrais Family May 2012 - August 2012
Starbucks April 2009 - August 2011
Reminger Co. LPA June 2005 - June 2008
Skills
Creative Writing, Microsoft Office, Photoshop, Leadership, Research, PowerPoint, Advertising, Public Speaking, Social Media, Microsoft Excel, Facebook, Time Management, Social Networking, Customer Service, Event Planning, Microsoft Word, Dreamweaver, Adobe Photoshop, iMovie, Final Cut Pro, HTML, CSS
Education
Miami University 2010 — 2015
Bachelor of Arts, Political Science & Journalism, Alumni
Miami University 2010 — 2015
Bachelor of Arts (B.A.), Journalism
Candelario Insurance Agency (CIA) 2008 - Present
Paychex Insurance Agency July 2007 - August 2008
Brown and Brown Insurance September 2006 - September 2007
Atlantis Health Plan April 2006 - April 2007
Modern Health April 2005 - March 2006
Hill Rom June 2002 - April 2005
Vitas Hospice January 2000 - September 2002
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Benefits, Healthcare, Long Term Care, New Business Development, Health, Dental, Account Management, Sales Management, Customer Relations, Team Building, Strategic Planning, Negotiation, Public Speaking, Problem Solving, Small Business, Marketing Strategy, Cold Calling, Term Life Insurance, Business Strategy, Selling, 401k, Sales, Long-term Care, Life Insurance, Management, Training, Customer Service, Leadership
Education
Fordham University 1976 — 1980
BS, Business
North Rockland High School 1972 — 1976
Regents Diploma, College Prep
ERMI Inc. August 2015 - Present
Paychex Insurance Agency March 2014 - August 2015
Paychex Insurance Agency May 2012 - March 2014
Paychex Insurance Agency March 2010 - May 2012
NILICO June 2009 - February 2010
Skills
Healthcare Reform, Employee Benefits, Health Insurance, Dental Insurance, Health Savings Accounts, Healthcare Reimbursement, Sales, Sales Operations, B2B, Life Insurance, Vision Insurance, AFLAC, COBRA, Selling, Solution Selling, Sales Presentations, FSA
Education
State University of New York at Buffalo 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.2
Paychex Insurance Agency November 2010 - Present
Paychex Inc August 2006 - October 2010
Skills
Customer Service, Account Management, Training, Insurance, Employee Benefits, Cold Calling, Customer Retention, Employee Relations, Health Insurance, Human Resources, Management, Social Networking, Strategic Planning
Education
Southern New Hampshire University 2014 — 2016
Associate of Science (A.S.), Business Administration, Management and Operations
Paychex Insurance Agency February 2015 - Present
A.P. Intego Insurance Group June 2014 - January 2015
Paychex June 2012 - May 2014
Paychex Insurance Agency July 2004 - June 2012
Paychex July 2003 - July 2004
Skills
Employee Benefits, Retirement Planning, Sales, 401k, Retirement, Mutual Funds, Property & Casualty..., IRAs, Small Business, Disability Insurance, Health Insurance, Series 63, Underwriting
Education
Arcadia University
B.S., Business
PAYCHEX INC August 2015 - Present
Paychex Insurance Agency December 2012 - Present
Paychex Insurance Agency March 2009 - December 2012
Paychex, Inc May 2007 - March 2008
Paychex, Inc March 2004 - May 2007
Skills
Selling, New Business Development, Sales, 401k, Salesforce.com, Customer Service, HRIS, Strategic Planning, Forecasting, Microsoft Office, Payroll, Cold Calling, Account Management, Employee Benefits, Sales Process, Sales Operations, Health Insurance, Training, Insurance, Sales Management, Human Resources, Leadership, Recruiting
Education
SUNY Brockport 1998 — 2002
Bachelor of Science (B.S.), Health Science
Paychex Insurance Agency November 2012 - June 2013
Paychex February 2008 - November 2012
Skills
HRIS, Benefits Administration, Microsoft Excel, Onboarding, Recruiting, Employee Benefits, Team Building
Education
SUNY at Buffalo
MBA, HR
American Airlines October 2014 - Present
Complete Payroll Processing, Inc. August 2013 - April 2014
BNI 2013 - April 2014
Paychex August 2011 - April 2013
Paychex Insurance Agency January 2010 - April 2011
Dial America Marketing June 2009 - December 2009
Skills
Social Networking, Social Media Marketing, Athletics, Athletic Performance, Microsoft Office, Microsoft Word, Creative Writing, Technical Writing, Grammar, Public Relations, Public Speaking, Sales
Education
SUNY Geneseo 2005 — 2009
Bachelor of Arts (B.A.), Interpersonal and Organizational Communication, Liberal Arts
Team Detroit May 2013 - Present
ePrize May 2012 - May 2013
Paychex Insurance Agency May 2011 - May 2012
Assurant Health / Time Insurance Company May 2008 - May 2011
Tech Data January 2007 - May 2008
Skills
Insurance, New Business Development, Negotiation, Sales, Health Insurance, Public Speaking, Employee Benefits, Insurance Law, ERISA, HIPAA, Reinsurance, Life Insurance, Voluntary Employee..., Promotions, Advertising Law, Gambling Law, Westlaw, Legal Research, Legal Writing, Claim, Arbitration, Civil Litigation, Commercial Litigation, Customer Service, Courts, Corporate Law, Litigation, Mediation, Marketing, Leadership, Licensing, Contract Negotiation
Education
Thomas M. Cooley Law School 2010 — 2013
Juris Doctor, Law
Western Michigan University - Haworth College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Digital Insurance May 2014 - Present
Wisconsin Financial Group April 2011 - Present
Independent Broker / Non-Captive October 2009 - Present
Paychex Insurance Agency August 2013 - May 2014
Paychex August 2013 - May 2014
Wellspring Benefits Group, LLC March 2013 - May 2014
Insphere Insurance Solutions October 2009 - May 2011
Skills
Insurance Brokerage, Disability Insurance, Term Life Insurance, Retirement, Accident, Small Business, Underwriting, Fixed Annuities, Long-term Care, Whole Life, Medicare Prescription..., Medicare, Commercial Insurance, Universal Life, Indexed Annuities, Critical Illness, Employee Benefits, Life Insurance, Property & Casualty..., Health Insurance, IRAs, Insurance, Health Savings Accounts, General Insurance, Brokers, Umbrella Insurance, Retirement Planning, Financial Planners, Long Term Care Insurance, Buy-sell Agreements, Key Person Insurance, Permanent Life Insurance, Group Insurance, Licensed Life & Health..., Accident Insurance, Life & Health Insurance..., 401k, Homeowners, Group Medical, Individual Health..., Casualty, Cafeteria Plans, Agents, Professional Liability, Voluntary Employee..., Vision Insurance, Licensed Life Insurance..., Roth IRA, Annuity Sales, Renters
Education
California Polytechnic State University-San Luis Obispo
MBA, Masters Business Administration
Heartland Payment Systems March 2014 - Present
BenefitMall December 2012 - March 2014
Paychex Insurance Agency May 2008 - January 2011
Gevity January 2007 - December 2007
Kronos October 2002 - October 2006
Ceridian January 1983 - July 2002
Skills
Salesforce.com, PowerPoint, Team Building, Sales, Miller Heiman, Sales Logix, Microsoft Office, Sales Process, Solution Selling, SaaS, Sales Management, Employee Benefits, Sales Presentations, Enterprise Software, Business Development, Human Resources, Sales Operations, Selling, Leadership, Management, Strategy, Strategic Planning, Cold Calling, Talent Management, Executive Management, P&L Management, Business Strategy, Account Management, Direct Sales, Product Development, Recruiting, B2B, Lead Generation, CRM
Education
Miami University
Bachelor of Science
Paychex Insurance Agency 2011 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Training, Marketing, New Business Development, Product Development
Education
SUNY Cortland
Paychex Insurance Agency July 2014 - Present
Brooks Wealth Strategies Group 2013 - Present
Brooks Educational Consulting August 2005 - May 2014
Northeast Planning 2010 - 2013
Omgeo(DTCC) 2001 - 2004
Primark Financial 1999 - 2001
Intuition Publishing Ltd. 1998 - 1999
Dow Jones Telerate 1995 - 1998
Banco Central Hispano 1991 - 1995
Skills
Public Speaking, Strategic Planning, Community Outreach, Training, Leadership, Nonprofits, Fundraising, Leadership Development, Program Development, Program Management
Education
Morehouse College
BA, Finance
Paychex Insurance Agency September 2013 - Present
Citi January 2012 - September 2013
JPMorgan Chase June 2009 - December 2011
American Benefits LLC July 2008 - December 2009
Prestige Marketing & Management Inc February 2008 - May 2009
Skills
Series 6, Series 63, Variable Annuities, Mutual Funds, 401k, 529 Plans, Rollovers, Roth IRA, Variable Life, Business Loans, Retail Banking, Notary Public, Investments, Banking, Customer Service, Employee Benefits, Finance, Insurance, Leadership, Management, Marketing, Portfolio Management, Sales
Education
State University of New York at Albany 2003 — 2007
B.A.
Paychex Insurance Agency April 2011 - Present
Employee Benefits Richmond January 2011 - April 2011
Strategic Employee Benefit Services of VA 2007 - 2011
Genworth Financial 2004 - 2007
Genworth Financial 2000 - 2004
Skills
Health Care Reform, Affordable Care Act, Employee Benefit Plan..., Employee Benefits, Insurance, Leadership, Health Insurance, Disability Insurance, Strategy, Sales, Customer Retention, Management, Human Resources, Life Insurance, Business Development, Account Management, Analysis, Benefits Administration, Sales Presentations, Cold Calling, Health Savings Accounts, COBRA, 401k, Employee Benefits Design, Financial Services, Risk Management, Strategic Partnerships, Fixed Annuities, Program Management, Long-term Care, Customer Service, Term Life Insurance, Enterprise Software, Salesforce.com, Health Reimbursement..., Flexible Spending..., Project Management, New Business Development, Team Building, Strategic Planning, Training
Education
Ball State University - College of Business
B.S., Marketing
Parker and Lynch February 2015 - Present
Paychex Inc. June 2014 - February 2015
Paychex Insurance Agency May 2013 - May 2014
Paychex Inc. May 2011 - May 2013
Johnson & Johnson February 2008 - December 2010
Paychex Inc. January 2003 - January 2008
Cisco Systems July 2000 - October 2002
Skills
Sales, Selling, Sales Operations, Leadership, Marketing, Training, Management, Recruiting, Human Resources, Sales Management, Employee Benefits, Sales Presentations, Coaching, Finance, Strategy, Solution Selling, Small Business, Life & Health Insurance..., Life Insurance, Health Insurance, Business Planning, Dental Insurance, Financial Recruiting, Permanent Placement, Hiring, Executive Search, Cold Calling, Business Networking, Executive Networking
Education
North Carolina State University 1994 — 1998
BA, Mass Communication
University of Virginia McIntire School of Business 1998 — 1998
Richmond College 1997 — 1997
Study of British culture and history while interning at CNN Business News in London, England
Paychex Insurance Agency July 2007 - June 2015
The Write Book and Gift Shop July 2004 - June 2007
MedAmerica Insurance Company July 2003 - July 2004
MedAmerica Insurance Company March 1998 - July 2003
Excellus BCBS January 1995 - March 1998
Excellus BCBS June 1992 - January 1995
Excellus BCBS February 1990 - June 1992
Excellus BCBS August 1986 - February 1990
Skills
Training, Employee Benefits, Management, Account Management, Insurance, Leadership, Health Insurance, Analysis, HRIS, Case Managment, Project Management, Workers Compensation, Cold Calling, Customer Service, Customer Retention, Case Management, Sales, Benefits Administration
Education
Rochester Institute of Technology 1990 — 1991
Certification, Health Systems Administration, 4.0
University at Albany, SUNY 1981 — 1981
N/A, Business Administration
Colgate University 1976 — 1980
Bachelor’s Degree, Russian Studies, 3.5
MaaS360 by Fiberlink, an IBM company June 2013 - Present
Health Advocate October 2012 - July 2013
Paychex Insurance Agency October 2010 - October 2012
David Lerner Associates, inc. February 2009 - October 2010
Enterprise Rent-A-Car 2002 - 2009
Skills
Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Insurance, Retirement Planning, Long-term Care, Retirement, Workers Compensation, 401k, Financial Planners, Pensions, Term Life Insurance, Salesforce.com, COBRA, Sales, Medicare, B2B, Health Savings Accounts, Management, Sales Presentations, Small Business, Benefits Administration
Education
University of Delaware 1996 — 2001
Bachelor of Arts (BA), History
Salesianum High School 1992 — 1996
Sintex Minerals and Services Inc. October 2013 - Present
Paychex Insurance Agency January 2007 - February 2011
Skills
Excellent Customer..., Good analytical skills, High level learning..., Performs under high..., Experience in Workers..., Excellent Communicator, Above average Microsoft..., Natural Gas Proppant -..., Natural Gas Proppant -...
Education
St John Fisher College 2004 — 2006
Bachelor of Arts, Economics
Monroe Community College 2002 — 2003
Associate's degree, Business Administration and Management, General
Paychex Insurance Agency September 2009 - Present
United States Army Reserves January 2004 - December 2013
Paychex Insurance Agency January 2006 - January 2007
Skills
Military, Human Resources, Employee Benefits, Microsoft Office, Insurance, HRIS, Disability Insurance, Health Insurance, Army, Security Clearance
Education
Roberts Wesleyan College 2007 — 2009
Master's degree, Strategic Leadership
SUNY Brockport 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Paychex Insurance Agency December 2005 - Present
Skills
Cold Calling, Benefits Administration, Employee Benefits, Account Management, Insurance, Salesforce.com, Payroll, Human Resources, Recruiting, Employee Relations
Education
State University of New York College at Brockport 2001 — 2005
Bachelor of Applied Science (BASc), Business Administration with Finance concentration
Paychex Inc. December 2008 - Present
Paychex Insurance Agency 2004 - Present
Paychex Agency, Inc. January 1993 - Present
Paychex Insurance Agency, Inc. January 1993 - Present
Paychex, Inc. 1993 - Present
Skills
Employee Benefits, Insurance, Workers Compensation, Recruiting, Benefits Administration, Leadership, Training, Property & Casualty..., 401k, Talent Management, Payroll, Human Resources, Onboarding, HRIS, FMLA, Performance Management, Employee Relations, Applicant Tracking..., Underwriting
Education
Villanova University 2015 — 2015
Lean Six Sigma Certificate, A
Roberts Wesleyan College 1991 — 1992
BS, Human Resources Management and Services
Paychex Insurance Agency July 2012 - Present
Connor & Gallagher Insurance Services January 2012 - July 2012
Paychex Insurance Agency September 2011 - January 2012
Paychex Insurance Agency June 2010 - September 2011
Paychex October 2002 - May 2010
Skills
Employee Benefits, Benefits Administration
Education
Saint Xavier University 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Moraine Valley Community College 1995 — 1998
Associate of Arts (AA), Business
Paychex Insurance Agency February 2011 - Present
Aflac October 2005 - February 2011
TTI February 1999 - June 2004
Skills
Insurance, Casualty, General Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Liability, Claim, Sales, Accident, Whole Life, Cold Calling, Health Care Reform, Job Coaching, Business Coaching, Mentoring, Sales Management, Operations Management, Sales Presentations, Salesforce.com, Team Leadership, Outside Sales, Small Business, Life Insurance, Customer Service, Employee Benefits, Account Management, New Business Development
Education
Elmhurst College 1991 — 1993
Computer Science
DeVry University-Illinois 1985 — 1987
Electrical and Electronics Engineering
Paychex Insurance Agency August 2011 - Present
Manning & Napier Benefits, LLC August 2007 - September 2009
Nova Healthcare Administrators, Inc. 2003 - 2005
Nova Healthcare Administrators, Inc. 2003 - 2005
North American Health Plans, Inc. 1996 - 2003
Skills
Health Insurance, Managed Care, Workers Compensation, Employee Benefits, Insurance, Health Savings Accounts, Sales, Strategic Planning, Healthcare Management, Benefits Administration, Process Improvement, Medicare, Disability Insurance, Team Building, Fixed Annuities, Customer Service
Education
Canisius College 1976 — 1980
Stuart Insurance Services November 2014 - Present
Associates Insurance Group June 2014 - October 2014
Arrow Electronics March 2013 - June 2014
Paychex Insurance Agency July 2011 - March 2013
GCG Financial November 2007 - July 2011
The Gemini Group, Inc. November 2005 - September 2007
Benefit Resources, Inc. February 2005 - November 2005
Skills
Account Management, Cold Calling, Employee Benefits, Management, Sales, Marketing, Sales Process, Customer Service, Training, New Business Development, Health Savings Accounts, Health Insurance, Solution Selling, Sales Management, Qualifying Prospects, Vendor Relationships, Lead Generation, Territory Growth, Territory Management, Customer Retention, Strategic Consulting, Fundraising, Event Planning, Project Management
Education
Miami University
Bachelor of Arts (B.A.), Communications
Miami University
Bachelor of Arts (B.A.)
Grand Rounds, Inc. 2015 - 2015
Buck Consultants at Xerox 2014 - 2015
Buck Consultants at Xerox 2014 - 2015
Buck Consultants at Xerox 2014 - 2015
Paychex Insurance Agency November 2011 - September 2014
Aetna February 2010 - September 2011
Aetna Global Benefits June 2002 - February 2010
Aetna Health Plans June 2002 - February 2010
Skills
Vendor Management, Insurance, New Business Development, Sales, Account Management, Product Development, Health Insurance, Management, Leadership, Marketing Strategy, Healthcare, Employee Benefits, Customer Satisfaction, Human Resources, Strategy, Sales Management, Business Development, Selling, Team Building
Education
The University of Memphis 1984 — 1989
Marketing, Business
Paychex Insurance Agency March 2014 - Present
RES Exhibit Services May 2013 - March 2014
Time Warner Cable April 2008 - May 2013
The Bennett Group June 2007 - March 2008
Videk June 2004 - June 2007
Skills
Direct Marketing, Product Management, Integrated Marketing, Marketing Communications, B2B Marketing, Direct Mail, Customer Acquisition, Account Management, Marketing Strategy, Marketing Management, Product Marketing, Email Marketing, Multi-channel Marketing
Education
Nazareth College 1997 — 2000
Masters, Management
State University of New York at Oswego 1991 — 1995
Bachelors, Marketing
West Irondequoit HS
Paychex insurance Agency March 2015 - Present
Aetna Small Group August 2013 - March 2015
Aetna International October 2008 - August 2013
Fidelity Investments October 2007 - October 2008
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Term Life Insurance
Education
Texas A&M University 1982 — 1985
Massachusetts General Physicians Organization November 2014 - Present
Massachusetts General Physicians Organization July 2013 - November 2014
Paychex Insurance Agency September 2011 - June 2013
Paychex Insurance Agency November 2009 - September 2011
Paychex Insurance Agency January 2008 - November 2009
Ridgemont Country Club April 2004 - October 2007
Skills
Employee Benefits, Salesforce.com, Process Improvement, Data Analysis, Health Insurance, Training, CRM, SharePoint, Requirements Gathering, Six Sigma, Lean Operations, Access Database, Issue Resolution, Microsoft SQL Server, Seapine Test Track Pro
Education
State University of New York College at Cortland 1999 — 2003
Sport Management
Choicelinx July 2015 - Present
BeneTrac 2014 - 2015
Paychex Insurance Agency 2013 - 2014
Total Health Care 2008 - 2013
Skills
Social Media, Sales, Account Management, Customer Service, Marketing, Healthcare, Training, Direct Sales, Team Building, Salesforce.com, Management, Customer Satisfaction
Education
Lawrence Technological University
Master of Business Administration (M.B.A.), Business Administration
Oakland University
Bachelor of Arts (B.A.), History
Combined Insurance December 2014 - Present
BenefitVault, Inc. August 2013 - Present
Paychex Insurance Agency April 2011 - August 2013
Northwest Mutual Financial Network 2010 - May 2011
Clear Channel Radio 2001 - 2009
Philadelphia Eagles 1998 - 2001
Skills
Employee Benefits, Health Insurance, Public Speaking, New Business Development, Insurance, Financial Services, Sales Management, Strategic Planning, Negotiation, Fixed Annuities, Lead Generation
Education
Adelphi University 1991 — 1993
Batchelor of Arts, communications
Curry College 1989 — 1991
ADP Total Source August 2014 - Present
Paychex Insurance Agency May 2012 - August 2014
Paychex Insurance Agency November 2010 - May 2012
IKON Office Solutions a Ricoh Company July 2007 - November 2010
Skills
Health Care Reform, Health Insurance, HR Consulting, Employee Benefits, Benefits Administration, COBRA, HIPAA, Benefits Design, Benefits Negotiation, Outsourced HR Services, Salesforce.com, Leadership, Sales, Sales Process, Workers Compensation, Cold Calling, Direct Sales, Insurance, Selling, Sales Presentations, Managed Print Services, Employee Relations, Lead Generation, Solution Selling, Customer Retention, Sales Operations, Human Resources, Account Management, Recruiting, Applicant Tracking..., B2B, Sales Force Development, Building Relationships, Networking, Qualifying Prospects, SaaS, New Business Development, CRM, Training, Outside Sales, Business Development, Sales Management, Customer Satisfaction, Team Building, Telemarketing, Sales Prospecting, Professional Services, Relationship Building
Education
Iona College 2008 — 2010
MBA, Marketing
Iona College 2003 — 2007
Business Management, Business Administration and Management, General
Iona Preparatory
eastchester middle school
Paychex Insurance Agency May 2015 - Present
Paychex June 2013 - Present
BlueCross BlueShield of Western New York August 2012 - February 2013
Delta Sonic April 2008 - August 2012
H&R Block January 2012 - May 2012
Macy's October 2011 - December 2011
Education
Canisius College 2009 — 2013
Bachelor's Degree, Finance, General, 3.0
Paychex Insurance Agency April 2015 - Present
Paychex Insurance Agency September 2012 - Present
Paychex Insurance Agency September 2011 - December 2011
Paychex September 2010 - September 2011
Paychex January 2010 - September 2010
Paychex September 2008 - January 2010
Skills
Garnishments, Payroll, Benefits Administration, Multi-State Sales Tax, Time & Attendance, HRIS, COBRA
Education
State University of New York College at Brockport 2007 — 2008
BS, Business Administration, Psychology
Paychex Insurance Agency August 2011 - Present
PAETEC May 2010 - August 2011
Starbucks Coffee Company November 2003 - May 2010
FF Tronixs 2001 - 2003
Skills
Solution Selling, Account Management, Customer Satisfaction
Education
Saint John Fisher College 1985 — 1989
Bachelor of Science, Management / Marketing
Symetra June 2015 - Present
The Principal Financial Group March 2013 - June 2015
Paychex Insurance Agency May 2012 - March 2013
Cigna June 2007 - May 2012
Skills
Employee Benefits, Underwriting, Insurance, Customer Relations, Analysis, Account Management, Territory Planning, Territory Analysis, Cost Management, Business Relationship..., Process Improvement, Disability Insurance, Health Insurance, Human Resources, Life Insurance, Sales
Education
The University of Georgia 2001 — 2005
BSED, Kinesiology, Risk Management and Insurance
Arthur J. Gallagher & Co. November 2014 - Present
Aon January 2014 - October 2014
Paychex Insurance Agency August 2011 - December 2013
Insphere Insurance Solutions September 2009 - August 2011
Skills
Employee Benefits, Sales, Health Care Reform, Benefits Administration, Salesforce.com, COBRA, Team Leadership, Management, Time Management, Microsoft Excel, Organization, HIPPA, Business Strategy, Miller-Heiman Strategic..., Healthcare Consulting, Paychex, Problem Solving, Business Analysis, Microsoft CRM, ERISA, Benefits Analysis, Compliance Testing, Territory Management, Solution Implementation, Project Management, 5500s, HRA/HSA/MSA/FSA, Healthcare Reform..., FMLA, Wellness, CDHP, Payroll, HIPAA, Sales Force Development, Human Resources, Insurance, Leadership, Account Management, Health Insurance
Education
The University of Connecticut
Economics
Paychex Insurance Agency November 2012 - Present
Paychex December 2000 - November 2012
Rochester Community Savings bank August 1992 - December 2000
Skills
Health Insurance, Employee Benefits, Disability Insurance, Benefits Administration, COBRA, Insurance, Employee Relations, Human Resources, Workers Compensation, Health Savings Accounts
Education
Roberts Wesleyan College
Paychex Insurance Agency May 2011 - Present
The Insurance Warehouse August 2006 - May 2011
Education
Delgado Community College
Associates
Southeastern Louisiana University
Bachelors
Rochester Athletic Club June 2006 - Present
Paychex November 2005 - Present
Paychex Insurance Agency 2005 - Present
Skills
Workers Compensation, Building Relationships, Management, Sales, Training, Human Resources, 401k, Insurance, Employee Benefits, Selling, Performance Management, Cold Calling, Applicant Tracking..., Recruiting, Onboarding, Benefits Administration, Employee Relations, Health Insurance, Disability Insurance, Account Management, Payroll, Customer Retention, Coaching, Salesforce.com, Direct Sales, Sales Presentations, Leadership
Education
Rider University 1999 — 2003
Bachelor's degree, Marketing
Paychex Insurance Agency October 2009 - Present
Education
Nazareth College 2007 — 2008
Masters, Human Resource Management
Paychex Insurance Agency March 2004 - Present
Paychex Insurance Agency July 2010 - September 2011
Paychex July 2002 - February 2004
Nothnagle Realtors January 2001 - June 2002
Veramark Technologies March 1999 - January 2001
Citibank Student Loans November 1991 - March 1999
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Document Imaging, CapturePefect, Access, Adobe Acrobat, PDF Creator, Motivated self-starter, Resource for my peers, LAH licensed
Education
Monroe Community College
Business Administration and Management, General
Paychex April 2015 - Present
Paychex Insurance Agency February 2005 - Present
P I A February 2000 - February 2005
Group Advantage of Upstate NY April 1999 - February 2000
Allstate 1991 - 2000
Allstate 1991 - 2000
Allstate 1991 - 2000
Allstate December 1990 - April 1999
Liberty Mutual Insurance March 1988 - December 1990
Skills
Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Underwriting, General Insurance, State Insurance..., Information Research, Auto insurance, Homeowners insurnace, Commercial Auto..., Office Management, Employee Benefits, Disability Insurance, Brokers, Life Insurance, Health Insurance, Selling, Sales
Education
Churchville Chili Sr High 1976 — 1979
Monroe Community College
Associate's degree, Business Administration and Management, General
Excellus BCBS June 2012 - Present
Paychex Insurance Agency August 2009 - June 2012
Paychex Insurance Agency August 2008 - July 2009
Skills
Health Insurance, Insurance, Employee Benefits, Medicare, Customer Service, Process Improvement, Disability Insurance, Claim, Team Building, Strategic Planning, Healthcare, Leadership
Education
University at Buffalo
Master, Education
PayChex Insurance Agency October 2015 - Present
Rochester CPCU Chapter July 2010 - Present
Commercial Insurance Consultants, Inc July 2012 - October 2015
Brown & Brown 1999 - 2012
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Umbrella Insurance, Employment Practices..., Legal Liability, D&O, Casualty, Commercial Lines, Liability, Insurance, General Insurance, Underwriting, Brokers, Excess, Health Insurance, Casualty Insurance, Workers Compensation, Reinsurance, Risk Management
Education
Swansea University 1979 — 1982
Bsc Economics, Hons, Economics
Paychex Insurance Agency September 2007 - Present
Education
Saint John Fisher College 2006 — 2008
Master's degree, Literacy Education
Saint John Fisher College 2001 — 2004
Bachelor of Arts (B.A.), History
Paychex November 2012 - Present
Paychex Insurance Agency 2009 - 2012
Paychex Insurance Agency 2008 - 2009
Skills
Health Insurance, Account Management, Leadership, Operations Management, Brokerage, Customer Retention, Employee Benefits, Selling, Human Resources, Cold Calling, Training, Employee Relations, Recruiting, Sales, Customer Service, Management, Benefits Administration, Salesforce.com
Education
State University of New York College at Fredonia 1999 — 2003
Bachelor of Science (BS), Communication and Media Studies
Paychex October 2009 - Present
Paychex Insurance Agency October 2009 - Present
Coventry Health Care, an Aetna Company June 2008 - July 2009
Associated Builders and Contractors January 2004 - May 2008
Skills
Employee Benefits, Cold Calling, Recruiting, Salesforce.com, Human Resources, Account Management, Sales Process, Employee Relations, Benefits Administration, Payroll, Talent Acquisition, Onboarding, Performance Management, Sales, HRIS, Applicant Tracking..., Sales Presentations, Direct Sales, Talent Management, Sales Management
Education
University of South Carolina-Columbia 1980 — 1984
Bachelor of Business Administration (B.B.A.), Marketing
Paychex Insurance Agency August 2012 - Present
Education
Palomar College 1987 — 1989
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Paychex Insurance Agency November 2011 - Present
Paychex Inc. September 2009 - November 2011
One Communications January 2006 - September 2009
Skills
Proficient in Microsoft..., Bilingual in Spanish, Licensed in Life,..., Proficient with HRIS..., Management, Training, Leadership, Employee Benefits, Customer Service, Insurance, Sales, Technical Support, Policy, Marketing
Education
Monroe Community College 2009 — 2011
Associate of Business Administration, Business Administration and Management, General
Benjamin Franklin High School 1995 — 1999
High School/Secondary Diplomas and Certificates