Sitzmann Morris & Lavis
Industry: Insurance company
DescriptionFounded: 1965 Parent organization: Brown & Brown Subsidiaries: Lancer Claims Services Inc, FeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportJames J. BarnesWebsiteDirections Saved (0) Saved Save Insurance broker in Santa Rosa, California Address: 3554 Round Barn Blvd #309, Santa Rosa, CA 95403 Phone: (707) 577-8300: Hours: Place name: : Category: : : : Website: : Website: https://www.smlinc.com/ Category: Insurance broker 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 James J. Barnes Posting publicly on the Web Write a review Reviews Be the first to review
Sitzmann Morris & Lavis List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sitzmann Morris & Lavis. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sitzmann Morris & Lavis Salaries. You can even request information on how much does Sitzmann Morris & Lavis pay if you want to. Learn about salaries, pros and cons of working for Sitzmann Morris & Lavis directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
46 Sitzmann Morris & Lavis employees in database. Find out everything there's to know about Sitzmann Morris & Lavis employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sitzmann Morris & Lavis Employees
Employee
Years
Job
Industry
Christy Lund Christy Lund's Sitzmann Morris & Lavis Experience June 1997 - November 2008
Job Event Coordinator at Walnut Creek Downtown
Industry Management Consulting
Experience
Walnut Creek Downtown June 2015 - Present
eStore Proprieter - eBay August 2010 - Present
Non-Profit/Community: Acalanes High School May 2014 - May 2015
The Fruit Guys August 2009 - August 2010
Sitzmann Morris & Lavis June 1997 - November 2008
BTS Group April 1993 - June 1997
Skills
Strategic Planning, Employee Benefits, Recruiting, Team Building, Account Management, Project Management, Marketing, Business Development, New Business Development, Customer Service, Change Management, Organizational..., Strategy, Staff Development, Training, Online Advertising, Product Marketing, Entrepreneurship, Sales, Selling, Start-ups, Time Management, Leadership, Human Resources, Healthcare, Event Management, Employee Relations, E-commerce, Budgets, Fundraising, Non-profit Leadership, Public Speaking, Budget Management, Operating Budgets, Facilities Management, Space Design, Interior Design, Marketing Event Planning, Sales Management
Education
Southern Methodist University 1987 — 1991
BA, Public Relations, Marketing
Walnut Creek Downtown June 2015 - Present
eStore Proprieter - eBay August 2010 - Present
Non-Profit/Community: Acalanes High School May 2014 - May 2015
The Fruit Guys August 2009 - August 2010
Sitzmann Morris & Lavis June 1997 - November 2008
BTS Group April 1993 - June 1997
Skills
Strategic Planning, Employee Benefits, Recruiting, Team Building, Account Management, Project Management, Marketing, Business Development, New Business Development, Customer Service, Change Management, Organizational..., Strategy, Staff Development, Training, Online Advertising, Product Marketing, Entrepreneurship, Sales, Selling, Start-ups, Time Management, Leadership, Human Resources, Healthcare, Event Management, Employee Relations, E-commerce, Budgets, Fundraising, Non-profit Leadership, Public Speaking, Budget Management, Operating Budgets, Facilities Management, Space Design, Interior Design, Marketing Event Planning, Sales Management
Education
Southern Methodist University 1987 — 1991
BA, Public Relations, Marketing
Kimberly Bell Kimberly Bell's Sitzmann Morris & Lavis Experience June 2011 - Present
Job Director of Group Operations at Sitzmann Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis June 2011 - Present
Sitzmann Morris & Lavis September 2010 - April 2012
Sitzmann Morris & Lavis May 2007 - September 2010
Sitzmann Morris & Lavis January 2004 - May 2007
Sitzmann Morris & Lavis January 2001 - December 2003
Sitzmann Morris & Lavis January 2001 - December 2001
Sitzmann Morris & Lavis April 1999 - December 2000
Skills
Account Management, Employee Benefits, Customer Satisfaction, Project Management, Employee Relations, General Operations, Customer Service, HRIS, Human Resources, Insurance, Leadership, Sales, Strategic Planning, Operations Management, Time Management, Benefits Administration
Education
Mills College 1994 — 1998
B.A., History
Mount Holyoke College 1995 — 1995
History
Sitzmann Morris & Lavis June 2011 - Present
Sitzmann Morris & Lavis September 2010 - April 2012
Sitzmann Morris & Lavis May 2007 - September 2010
Sitzmann Morris & Lavis January 2004 - May 2007
Sitzmann Morris & Lavis January 2001 - December 2003
Sitzmann Morris & Lavis January 2001 - December 2001
Sitzmann Morris & Lavis April 1999 - December 2000
Skills
Account Management, Employee Benefits, Customer Satisfaction, Project Management, Employee Relations, General Operations, Customer Service, HRIS, Human Resources, Insurance, Leadership, Sales, Strategic Planning, Operations Management, Time Management, Benefits Administration
Education
Mills College 1994 — 1998
B.A., History
Mount Holyoke College 1995 — 1995
History
Nathan White, AIF, C(k)P Nathan White, AIF, C(k)P's Sitzmann Morris & Lavis Experience October 2007 - October 2011
Job Managing Principal at SLW Retirement Plan Advisors
Industry Financial Services
Experience
SLW Retirement Plan Advisors October 2007 - Present
Sitzmann Morris & Lavis October 2007 - October 2011
Great-West Retirement Services January 2000 - September 2007
Goodrich Aerospace January 1996 - August 1998
Skills
Investment Advisory..., Retirement Planning, Retirement Plan..., ERISA, Fiduciary, Analysis, Employee Benefits, Retirement, Insurance, Mutual Funds, 401k, Profit Sharing, Defined Benefit, Wealth Management, Investments, Pensions, Series 6, Series 63, Investment Advisory, Strategic Financial..., Asset Allocation, Financial Advisory, Series 7, IRAs, Financial Services, Qualified Retirement..., Defined Contribution, Wealth Management..., Financial Planners, Fixed Annuities, 401k Rollovers, Investment Strategies, Investment Management, Fiduciary Services, Securities, FINRA, Financial Planning
Education
Saint Mary's College of California 1998 — 2000
MBA, Finance
Saint Mary's College of California 1990 — 1994
BS, Business Administration
SLW Retirement Plan Advisors October 2007 - Present
Sitzmann Morris & Lavis October 2007 - October 2011
Great-West Retirement Services January 2000 - September 2007
Goodrich Aerospace January 1996 - August 1998
Skills
Investment Advisory..., Retirement Planning, Retirement Plan..., ERISA, Fiduciary, Analysis, Employee Benefits, Retirement, Insurance, Mutual Funds, 401k, Profit Sharing, Defined Benefit, Wealth Management, Investments, Pensions, Series 6, Series 63, Investment Advisory, Strategic Financial..., Asset Allocation, Financial Advisory, Series 7, IRAs, Financial Services, Qualified Retirement..., Defined Contribution, Wealth Management..., Financial Planners, Fixed Annuities, 401k Rollovers, Investment Strategies, Investment Management, Fiduciary Services, Securities, FINRA, Financial Planning
Education
Saint Mary's College of California 1998 — 2000
MBA, Finance
Saint Mary's College of California 1990 — 1994
BS, Business Administration
Rachel Sanfilippo Rachel Sanfilippo's Sitzmann Morris & Lavis Experience June 1998 - May 1999
Job Case Manger
Industry Insurance
Experience
Pinney Insurance Center, Inc October 2013 - Present
Pinney Insurance Center, Inc August 2011 - October 2013
Wells Fargo Insurance Services April 2007 - August 2008
Crump Insurance July 1999 - April 2007
Sitzmann Morris & Lavis June 1998 - May 1999
The Guardian Life Insurance Company of America January 1992 - May 1998
Skills
Underwriting, Case Managment, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Risk Management, Disability Insurance, Small Business
Education
American River College 2009 — 2012
Child Development
Pinney Insurance Center, Inc October 2013 - Present
Pinney Insurance Center, Inc August 2011 - October 2013
Wells Fargo Insurance Services April 2007 - August 2008
Crump Insurance July 1999 - April 2007
Sitzmann Morris & Lavis June 1998 - May 1999
The Guardian Life Insurance Company of America January 1992 - May 1998
Skills
Underwriting, Case Managment, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Risk Management, Disability Insurance, Small Business
Education
American River College 2009 — 2012
Child Development
Dana Sanderson Dana Sanderson's Sitzmann Morris & Lavis Experience March 1994 - Present
Job
Industry Insurance
Experience
Sitzmann Morris & Lavis March 1994 - Present
Skills
Account Management, Benefits Administration, Brokers, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Management, Team Management, Health Savings Accounts, Underwriting
Education
University of San Francisco 2006 — 2008
Bachelor of Science (BS), Organizational Behavior Studies
Sitzmann Morris & Lavis March 1994 - Present
Skills
Account Management, Benefits Administration, Brokers, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Management, Team Management, Health Savings Accounts, Underwriting
Education
University of San Francisco 2006 — 2008
Bachelor of Science (BS), Organizational Behavior Studies
Ewelina Oleksy-Ayrapetov Ewelina Oleksy-Ayrapetov's Sitzmann Morris & Lavis Experience October 2008 - December 2009
Job Client Service Specialist at SLW Retirement Plan Advisors
Industry Financial Services
Experience
SLW Retirement Plan Advisors December 2009 - January 2014
Sitzmann Morris & Lavis October 2008 - December 2009
Reaction Search International June 2007 - December 2007
Skills
Wordpress, PowerPoint, Morningstar, Microsoft Word, Microsoft Excel, Project Management, Adobe Lightroom, 401k, WordPress, Retirement Plan..., Investment Advisory, Mutual Funds, Profit Sharing, Investments, ERISA, Human Resources, Lightroom, Financial Advisory
Education
Saint Mary's College of California 2006 — 2008
Bachelor of Science, Honors Concentration in Finance
SLW Retirement Plan Advisors December 2009 - January 2014
Sitzmann Morris & Lavis October 2008 - December 2009
Reaction Search International June 2007 - December 2007
Skills
Wordpress, PowerPoint, Morningstar, Microsoft Word, Microsoft Excel, Project Management, Adobe Lightroom, 401k, WordPress, Retirement Plan..., Investment Advisory, Mutual Funds, Profit Sharing, Investments, ERISA, Human Resources, Lightroom, Financial Advisory
Education
Saint Mary's College of California 2006 — 2008
Bachelor of Science, Honors Concentration in Finance
Coralynn Quimio's Sitzmann Morris & Lavis Experience May 2005 - August 2010
Job Client Services Account Manager at Filice Insurance
Industry Insurance
Experience
Filice Insurance November 2010 - Present
Sitzmann Morris & Lavis May 2005 - August 2010
Colt Express Outsourcing December 2003 - January 2005
Colt Express Outsourcing May 2003 - December 2003
Colt Express Outsourcing December 2002 - May 2003
ArlenGroup April 2001 - December 2002
Scient March 2000 - February 2001
Prints Plus, Inc January 1998 - March 2000
Skills
Employee Benefits, HRIS, Benefits Administration, COBRA, Health Insurance, Human Resources, Customer Service, Call Centers, Insurance, Recruiting, FMLA, Open Enrollment, PeopleSoft, Disability Insurance, New Hire Orientations
Education
San Francisco State University 1993 — 1995
B.S. Public Health, Community Health Science Education
Filice Insurance November 2010 - Present
Sitzmann Morris & Lavis May 2005 - August 2010
Colt Express Outsourcing December 2003 - January 2005
Colt Express Outsourcing May 2003 - December 2003
Colt Express Outsourcing December 2002 - May 2003
ArlenGroup April 2001 - December 2002
Scient March 2000 - February 2001
Prints Plus, Inc January 1998 - March 2000
Skills
Employee Benefits, HRIS, Benefits Administration, COBRA, Health Insurance, Human Resources, Customer Service, Call Centers, Insurance, Recruiting, FMLA, Open Enrollment, PeopleSoft, Disability Insurance, New Hire Orientations
Education
San Francisco State University 1993 — 1995
B.S. Public Health, Community Health Science Education
Dan Faustina Dan Faustina's Sitzmann Morris & Lavis Experience April 2012 - Present
Job Consultant, Employee Benefits at Sitzmann, Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis April 2012 - Present
Pleasanton Junior Football League November 2011 - Present
CCI Financial & Insurance Services February 2010 - March 2012
Intercare Insurance Solutions October 2007 - February 2010
Gallagher Benefit Services January 2006 - October 2007
Great-West Healthcare September 2001 - December 2005
Skills
Employee Benefits, Integrated Marketing, Employee Relations, Insurance, Strategy, Health Insurance, Healthcare, Strategic Planning, Brokers, Benefits Administration, Property & Casualty..., Human Resources, Sales, Disability Insurance, Workers Compensation
Education
Pepperdine University 1997 — 2001
BA, Political Science
Sitzmann Morris & Lavis April 2012 - Present
Pleasanton Junior Football League November 2011 - Present
CCI Financial & Insurance Services February 2010 - March 2012
Intercare Insurance Solutions October 2007 - February 2010
Gallagher Benefit Services January 2006 - October 2007
Great-West Healthcare September 2001 - December 2005
Skills
Employee Benefits, Integrated Marketing, Employee Relations, Insurance, Strategy, Health Insurance, Healthcare, Strategic Planning, Brokers, Benefits Administration, Property & Casualty..., Human Resources, Sales, Disability Insurance, Workers Compensation
Education
Pepperdine University 1997 — 2001
BA, Political Science
Craig Lynch Craig Lynch's Sitzmann Morris & Lavis Experience June 2008 - Present
Job Account Executive at Sitzmann Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis June 2008 - Present
Sitzmann Morris & Lavis May 2006 - June 2008
Sitzmann Morris & Lavis November 2004 - May 2006
Spectrum Marketing Group January 1999 - August 2004
Lynch Gilardi & Grummer 1989 - 1999
Skills
Account Management, Insurance, Health Insurance, Employee Benefits, Benefits Administration, Customer Service, Marketing, Business Planning, Strategic Planning, Brokers, Human Resources, Health Savings Accounts, Underwriting, Health Care Reform, Group Insurance, Negotiation, Disability Insurance, Management, Life Insurance, Claim, Customer Satisfaction, 401k, Workers Compensation, COBRA, Term Life Insurance, Strategy, Sales, Retirement, Open Enrollment, Leadership, Project Management, Consulting
Education
University of San Francisco 1993 — 1994
Masters, Sports Management
University of Southern California 1985 — 1989
BA, Political Science
St. Ignatius College Preparatory 1981 — 1985
High School
Sitzmann Morris & Lavis June 2008 - Present
Sitzmann Morris & Lavis May 2006 - June 2008
Sitzmann Morris & Lavis November 2004 - May 2006
Spectrum Marketing Group January 1999 - August 2004
Lynch Gilardi & Grummer 1989 - 1999
Skills
Account Management, Insurance, Health Insurance, Employee Benefits, Benefits Administration, Customer Service, Marketing, Business Planning, Strategic Planning, Brokers, Human Resources, Health Savings Accounts, Underwriting, Health Care Reform, Group Insurance, Negotiation, Disability Insurance, Management, Life Insurance, Claim, Customer Satisfaction, 401k, Workers Compensation, COBRA, Term Life Insurance, Strategy, Sales, Retirement, Open Enrollment, Leadership, Project Management, Consulting
Education
University of San Francisco 1993 — 1994
Masters, Sports Management
University of Southern California 1985 — 1989
BA, Political Science
St. Ignatius College Preparatory 1981 — 1985
High School
Cristi Hart Cristi Hart's Sitzmann Morris & Lavis Experience August 1997 - November 2013
Job Chief Marketing Associate at Sitzmann Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis Insurance Agency March 2015 - Present
Thomas Financial Group January 2014 - April 2015
Sitzmann Morris & Lavis August 1997 - November 2013
State Farm Agent 2007 - 2009
Dreyer's Grand Ice Cream 1996 - 1997
US Army January 1988 - December 1991
Skills
Disability Insurance, Estate Planning, Life Insurance, Employee Benefits, Insurance, Long-term Care, Health Insurance, Retirement Planning, Strategic Planning, Fixed Annuities, Underwriting, Term Life Insurance, Financial Planning, Investments, Executive Benefit...
Education
University of California, Santa Cruz 1993 — 1995
Bachelors, Economics
Sitzmann Morris & Lavis Insurance Agency March 2015 - Present
Thomas Financial Group January 2014 - April 2015
Sitzmann Morris & Lavis August 1997 - November 2013
State Farm Agent 2007 - 2009
Dreyer's Grand Ice Cream 1996 - 1997
US Army January 1988 - December 1991
Skills
Disability Insurance, Estate Planning, Life Insurance, Employee Benefits, Insurance, Long-term Care, Health Insurance, Retirement Planning, Strategic Planning, Fixed Annuities, Underwriting, Term Life Insurance, Financial Planning, Investments, Executive Benefit...
Education
University of California, Santa Cruz 1993 — 1995
Bachelors, Economics
Jack Su Jack Su's Sitzmann Morris & Lavis Experience September 2009 - June 2015
Job Vice President Consultant, Lockton Companies
Industry Financial Services
Experience
Lockton Companies July 2015 - Present
Sitzmann Morris & Lavis September 2009 - June 2015
The Udinsky Group February 2002 - June 2008
Isthmus Network Consulting March 2001 - July 2001
Skills
Strategy, Management, Marketing, Forecasting, Analysis, Financial Modeling, Mergers & Acquisitions, Analytics, Cross-functional Team..., Business Development, Data Analysis, CRM, Employee Benefits, Health Insurance, Insurance, Strategic Planning
Education
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Economics
Lockton Companies July 2015 - Present
Sitzmann Morris & Lavis September 2009 - June 2015
The Udinsky Group February 2002 - June 2008
Isthmus Network Consulting March 2001 - July 2001
Skills
Strategy, Management, Marketing, Forecasting, Analysis, Financial Modeling, Mergers & Acquisitions, Analytics, Cross-functional Team..., Business Development, Data Analysis, CRM, Employee Benefits, Health Insurance, Insurance, Strategic Planning
Education
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Economics
Edwin Rodriguez, CIR Edwin Rodriguez, CIR's Sitzmann Morris & Lavis Experience September 2008 - January 2010
Job Lead Staffing Specialist at Power Design, Inc.
Industry Construction
Experience
Power Design, Inc. May 2015 - Present
Power Design Inc. March 2013 - Present
Brown & Brown October 2012 - March 2013
Big Brothers Big Sisters March 2012 - July 2012
Northwestern Mutual January 2010 - March 2012
Sitzmann Morris & Lavis September 2008 - January 2010
Skills
Bilingual-Spanish, Customer Service, Insurance, PowerPoint, Marketing, Microsoft Excel, Public Speaking, Sales, Professional Liability, Microsoft Office, Employee Benefits, Training, Recruiting, Management, Social Media Marketing, Negotiation, Fundraising, Team Building, Social Networking, Strategy, Analysis, Sourcing, Time Management, Networking, Social Media, Teamwork, Leadership, Access, Account Management, Talent Management, Budgets, Human Resources, Temporary Placement, Outlook, Hiring, Cold Calling, Process Scheduler, Employee Relations, Strategic Planning, Customer Satisfaction, Team Leadership, Finance, New Business Development, Business Development, Interviews, Talent Acquisition
Education
University of Florida 2003 — 2008
Sociology, Spanish
Coral Gables Senior High School 1999 — 2003
High School Diploma, International Baccalaureate
Power Design, Inc. May 2015 - Present
Power Design Inc. March 2013 - Present
Brown & Brown October 2012 - March 2013
Big Brothers Big Sisters March 2012 - July 2012
Northwestern Mutual January 2010 - March 2012
Sitzmann Morris & Lavis September 2008 - January 2010
Skills
Bilingual-Spanish, Customer Service, Insurance, PowerPoint, Marketing, Microsoft Excel, Public Speaking, Sales, Professional Liability, Microsoft Office, Employee Benefits, Training, Recruiting, Management, Social Media Marketing, Negotiation, Fundraising, Team Building, Social Networking, Strategy, Analysis, Sourcing, Time Management, Networking, Social Media, Teamwork, Leadership, Access, Account Management, Talent Management, Budgets, Human Resources, Temporary Placement, Outlook, Hiring, Cold Calling, Process Scheduler, Employee Relations, Strategic Planning, Customer Satisfaction, Team Leadership, Finance, New Business Development, Business Development, Interviews, Talent Acquisition
Education
University of Florida 2003 — 2008
Sociology, Spanish
Coral Gables Senior High School 1999 — 2003
High School Diploma, International Baccalaureate
Dian Shelfo-Ferry Dian Shelfo-Ferry's Sitzmann Morris & Lavis Experience September 2006 - October 2009
Job I got my dream job I love working at Kaiser!
Industry Human Resources
Experience
Kaiser Permanente May 2015 - Present
Artech Information Systems December 2014 - Present
/for Mary Kay Cosmetics October 2009 - Present
Greatful Siren Bellydance Fusion January 2012 - Present
Laborers Trust Fund of Northern California October 2013 - March 2014
BART March 2013 - August 2013
Queen of the Valley Medical Center January 2012 - March 2013
CIGNA Healthcare (Insurance Overload Staffing) October 2011 - December 2011
Sirens in Sanity 2006 - December 2011
Sitzmann Morris & Lavis September 2006 - October 2009
Skills
Word, Excel, PowerPoint, Customer Service, Claims Resolution, Compliance, Employee Benefits, Administration, Billing, Benefits, HRIS, Payroll, Workers Compensation, Outlook, Customer Relations, Benefits Administration, Insurance, Microsoft Office, Problem Solving, Account Management, Accounting, Employee Relations, Change Management, Analysis, Data Entry, Call Center, Research, Process Improvement, Supervisory Skills, Windows, Customer Satisfaction, Documentation, Claims, Administrative Support, Public Speaking, Lotus Notes, Microsoft Word, Microsoft Excel, Administrative..., Claim, PeopleSoft, Invoicing, Talent Acquisition, System Administration, Training, Software Documentation, Sales, Human Resources, Budgets, Call Centers
Education
Diablo Valley College 1985 — 1986
None, ECE
El Cerrito High 1973 — 1977
Diploma, College Prep
Kaiser Permanente May 2015 - Present
Artech Information Systems December 2014 - Present
/for Mary Kay Cosmetics October 2009 - Present
Greatful Siren Bellydance Fusion January 2012 - Present
Laborers Trust Fund of Northern California October 2013 - March 2014
BART March 2013 - August 2013
Queen of the Valley Medical Center January 2012 - March 2013
CIGNA Healthcare (Insurance Overload Staffing) October 2011 - December 2011
Sirens in Sanity 2006 - December 2011
Sitzmann Morris & Lavis September 2006 - October 2009
Skills
Word, Excel, PowerPoint, Customer Service, Claims Resolution, Compliance, Employee Benefits, Administration, Billing, Benefits, HRIS, Payroll, Workers Compensation, Outlook, Customer Relations, Benefits Administration, Insurance, Microsoft Office, Problem Solving, Account Management, Accounting, Employee Relations, Change Management, Analysis, Data Entry, Call Center, Research, Process Improvement, Supervisory Skills, Windows, Customer Satisfaction, Documentation, Claims, Administrative Support, Public Speaking, Lotus Notes, Microsoft Word, Microsoft Excel, Administrative..., Claim, PeopleSoft, Invoicing, Talent Acquisition, System Administration, Training, Software Documentation, Sales, Human Resources, Budgets, Call Centers
Education
Diablo Valley College 1985 — 1986
None, ECE
El Cerrito High 1973 — 1977
Diploma, College Prep
Kao Vern Chao Kao Vern Chao's Sitzmann Morris & Lavis Experience November 2007 - January 2012
Job Underwriting Consultant at Kaiser Foundation Health Plan
Industry Insurance
Experience
Kaiser Foundation Health Plan April 2015 - Present
Kaiser Foundation Health Plan January 2012 - April 2015
Sitzmann Morris & Lavis November 2007 - January 2012
UnitedHealth Group October 2006 - October 2007
Kaiser Foundation Health Plan 2004 - 2006
Liberty Mutual 2003 - 2004
Skills
Health Insurance, Employee Benefits, Insurance, Claim, Benefits Administration
Education
California State University-East Bay
Business Administration, Computer Information Systems
Kaiser Foundation Health Plan April 2015 - Present
Kaiser Foundation Health Plan January 2012 - April 2015
Sitzmann Morris & Lavis November 2007 - January 2012
UnitedHealth Group October 2006 - October 2007
Kaiser Foundation Health Plan 2004 - 2006
Liberty Mutual 2003 - 2004
Skills
Health Insurance, Employee Benefits, Insurance, Claim, Benefits Administration
Education
California State University-East Bay
Business Administration, Computer Information Systems
Al Soulette Al Soulette's Sitzmann Morris & Lavis Experience July 2011 - Present
Job Account Manager at Sitzmann Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis July 2011 - Present
Sitzmann Morris & Lavis July 2008 - June 2011
Florida League of Cities April 2000 - January 2008
Sprint Telecenters June 1996 - February 2000
Bealls January 1994 - May 1996
Fashions for Nine June 1990 - January 1994
Skills
Employee Benefits, Insurance, Health Insurance, Benefits Administration, Customer Service, Account Management, Brokers, Microsoft Excel, Call Centers, Employee Relations, PowerPoint, Outlook, Claim, Human Resources, Project Management, Sales, Microsoft Office, Strategic Planning, Management, Analysis, Leadership, Accounting, Customer Satisfaction, Health Savings Accounts, Invoicing
Education
Lowell High School
Diploma
San Francisco State University
University of Central Florida
Sitzmann Morris & Lavis July 2011 - Present
Sitzmann Morris & Lavis July 2008 - June 2011
Florida League of Cities April 2000 - January 2008
Sprint Telecenters June 1996 - February 2000
Bealls January 1994 - May 1996
Fashions for Nine June 1990 - January 1994
Skills
Employee Benefits, Insurance, Health Insurance, Benefits Administration, Customer Service, Account Management, Brokers, Microsoft Excel, Call Centers, Employee Relations, PowerPoint, Outlook, Claim, Human Resources, Project Management, Sales, Microsoft Office, Strategic Planning, Management, Analysis, Leadership, Accounting, Customer Satisfaction, Health Savings Accounts, Invoicing
Education
Lowell High School
Diploma
San Francisco State University
University of Central Florida
Kevin W. Walker's Sitzmann Morris & Lavis Experience August 2008 - August 2011
Job
Industry Financial Services
Experience
CV Insurance Services, LLC October 2011 - Present
KKP Financial and Insurance Services October 2011 - Present
Sitzmann Morris & Lavis August 2008 - August 2011
PenCal March 2003 - August 2008
GMNameplate 1998 - 2000
Skills
Management, Insurance Planning, Life Insurance, Property & Casualty..., Health Insurance, Employee Benefits, Commercial Insurance, Disability Insurance, Umbrella Insurance, Insurance, Portfolio Management, Finance, Financial Planners, Budgets, Marketing, Financial Services, Strategic Planning, Retirement Planning, Sales, Securities, 401k, Leadership, Investments, Analysis, Retirement, Strategic Partnerships, Business Development, Time Management, Strategy
Education
Golden Gate University 1998 — 2002
M.S.
University of California, Los Angeles 1991 — 1996
B.S.
CV Insurance Services, LLC October 2011 - Present
KKP Financial and Insurance Services October 2011 - Present
Sitzmann Morris & Lavis August 2008 - August 2011
PenCal March 2003 - August 2008
GMNameplate 1998 - 2000
Skills
Management, Insurance Planning, Life Insurance, Property & Casualty..., Health Insurance, Employee Benefits, Commercial Insurance, Disability Insurance, Umbrella Insurance, Insurance, Portfolio Management, Finance, Financial Planners, Budgets, Marketing, Financial Services, Strategic Planning, Retirement Planning, Sales, Securities, 401k, Leadership, Investments, Analysis, Retirement, Strategic Partnerships, Business Development, Time Management, Strategy
Education
Golden Gate University 1998 — 2002
M.S.
University of California, Los Angeles 1991 — 1996
B.S.
Victor Mcknight's Sitzmann Morris & Lavis Experience July 2004 - August 2011
Job Principal at Edgewood Partner Insurance Center
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC) August 2011 - Present
Mark West Union School District 2011 - Present
Sitzmann Morris & Lavis July 2004 - August 2011
Rogers Benefit Group August 1999 - June 2004
Skills
Insurance, Employee Benefits, Health Insurance, Team Building, Health Care Reform, Life Insurance, Executive Pay, Brokers, Health Savings Accounts, Term Life Insurance, Benefits Administration, Disability Insurance, Workers Compensation, Long-term Care, Underwriting, Employee Wellness, Benefits Negotiation, Retirement, COBRA, Medicare, 401k
Education
St. Mary's College of California 2000 — 2002
BA Business Management
Edgewood Partners Insurance Center (EPIC) August 2011 - Present
Mark West Union School District 2011 - Present
Sitzmann Morris & Lavis July 2004 - August 2011
Rogers Benefit Group August 1999 - June 2004
Skills
Insurance, Employee Benefits, Health Insurance, Team Building, Health Care Reform, Life Insurance, Executive Pay, Brokers, Health Savings Accounts, Term Life Insurance, Benefits Administration, Disability Insurance, Workers Compensation, Long-term Care, Underwriting, Employee Wellness, Benefits Negotiation, Retirement, COBRA, Medicare, 401k
Education
St. Mary's College of California 2000 — 2002
BA Business Management
Sharon Auzenne's Sitzmann Morris & Lavis Experience February 2011 - Present
Job Insurance Professional
Industry Insurance
Experience
Sitzmann Morris & Lavis February 2011 - Present
Skills
Insurance, Brokers, Employee Benefits, Customer Service, Health Insurance, Microsoft Excel, Marketing, Microsoft Word, Financial Analysis, New Business Development, Data Analysis, Underwriting, Health Savings Accounts, Life Insurance
Education
St. Mary's College of California 1990 — 1992
Bachelor of Arts (BA), Sports Management
Sitzmann Morris & Lavis February 2011 - Present
Skills
Insurance, Brokers, Employee Benefits, Customer Service, Health Insurance, Microsoft Excel, Marketing, Microsoft Word, Financial Analysis, New Business Development, Data Analysis, Underwriting, Health Savings Accounts, Life Insurance
Education
St. Mary's College of California 1990 — 1992
Bachelor of Arts (BA), Sports Management
Velma Williford's Sitzmann Morris & Lavis Experience 2000 - 2001
Job Consultant at Craford Benefit Consultants
Industry Insurance
Experience
Craford Benefit Consultants 2009 - Present
Craford Benefit Consultants June 2009 - November 2011
MHN 2006 - 2008
Kaiser Permanente 2002 - 2006
Sitzmann Morris & Lavis 2000 - 2001
Calco Insurance Brokers 1998 - 2000
ABD Insurance and Financial Services 1988 - 1998
COMPRO 1988 - 1998
House of Fabrics 1984 - 1987
Skills
Employee Benefits, Program Management, Insurance, Health Insurance, Team Building, Cross-functional Team..., Benefits Administration, Data Analysis, Leadership, Underwriting, Managed Care, Healthcare, Training, Customer Service, Negotiation, Analysis, Term Life Insurance, Change Management, Employee Relations, Strategy, Strategic Planning, FMLA, Human Resources, Business Relationship..., Workshop Facilitation, Long-term Care, Organizational..., Process Improvement, Account Management, Management, CRM, Disability Insurance
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 1999 — 2005
BS, Business Management
Craford Benefit Consultants 2009 - Present
Craford Benefit Consultants June 2009 - November 2011
MHN 2006 - 2008
Kaiser Permanente 2002 - 2006
Sitzmann Morris & Lavis 2000 - 2001
Calco Insurance Brokers 1998 - 2000
ABD Insurance and Financial Services 1988 - 1998
COMPRO 1988 - 1998
House of Fabrics 1984 - 1987
Skills
Employee Benefits, Program Management, Insurance, Health Insurance, Team Building, Cross-functional Team..., Benefits Administration, Data Analysis, Leadership, Underwriting, Managed Care, Healthcare, Training, Customer Service, Negotiation, Analysis, Term Life Insurance, Change Management, Employee Relations, Strategy, Strategic Planning, FMLA, Human Resources, Business Relationship..., Workshop Facilitation, Long-term Care, Organizational..., Process Improvement, Account Management, Management, CRM, Disability Insurance
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 1999 — 2005
BS, Business Management
Jennifer Hansford's Sitzmann Morris & Lavis Experience December 2010 - Present
Job National Account Manager
Industry Insurance
Experience
Sitzmann Morris & Lavis December 2010 - Present
Papyrus February 2005 - November 2010
Sitzmann Morris & Lavis November 2002 - February 2005
Aetna June 2001 - September 2002
Aetna April 2000 - June 2001
Aetna January 1998 - April 2000
Aetna June 1995 - December 1997
Aetna November 1993 - June 1995
Aetna Government Health Plans November 1993 - June 1995
Aetna Government Health Plans November 1993 - August 1994
Skills
Employee Benefits, Account Management, Health Insurance, Insurance, Brokers, Benefits Administration, Strategic Planning, Underwriting, Health Savings Accounts, Management, Human Resources, Microsoft Excel, Marketing, Disability Insurance, Sales, Payroll
Education
Solano Community College
Sitzmann Morris & Lavis December 2010 - Present
Papyrus February 2005 - November 2010
Sitzmann Morris & Lavis November 2002 - February 2005
Aetna June 2001 - September 2002
Aetna April 2000 - June 2001
Aetna January 1998 - April 2000
Aetna June 1995 - December 1997
Aetna November 1993 - June 1995
Aetna Government Health Plans November 1993 - June 1995
Aetna Government Health Plans November 1993 - August 1994
Skills
Employee Benefits, Account Management, Health Insurance, Insurance, Brokers, Benefits Administration, Strategic Planning, Underwriting, Health Savings Accounts, Management, Human Resources, Microsoft Excel, Marketing, Disability Insurance, Sales, Payroll
Education
Solano Community College
Janet Powelson's Sitzmann Morris & Lavis Experience May 2004 - Present
Job Compliance Manager at Sitzmann Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis May 2004 - Present
Lafayette Square Insurance January 2002 - May 2004
Education
University of California, Berkeley
BA, Political Science
Sitzmann Morris & Lavis May 2004 - Present
Lafayette Square Insurance January 2002 - May 2004
Education
University of California, Berkeley
BA, Political Science
Bob Ashworth's Sitzmann Morris & Lavis Experience 2010 - May 2013
Job Underwriting Manager at Blue Shield of California
Industry Insurance
Experience
Blue Shield of California June 2013 - Present
Sitzmann Morris & Lavis 2010 - May 2013
UnitedHealthcare 2006 - 2008
PacifiCare 2000 - 2006
Prudential Healthcare 1996 - 2000
Skills
Insurance, Health Insurance, Brokers
Education
University of California, Los Angeles 1991 — 1996
Bachelor of Science (B.S.), Applied Mathematics
Blue Shield of California June 2013 - Present
Sitzmann Morris & Lavis 2010 - May 2013
UnitedHealthcare 2006 - 2008
PacifiCare 2000 - 2006
Prudential Healthcare 1996 - 2000
Skills
Insurance, Health Insurance, Brokers
Education
University of California, Los Angeles 1991 — 1996
Bachelor of Science (B.S.), Applied Mathematics
Pamela Duncan's Sitzmann Morris & Lavis Experience October 1986 - August 1995
Job Senior Design Consultant, Registered Representative at Voya America Equities, Inc.
Industry Insurance
Experience
Voya Financial August 1995 - Present
Sitzmann Morris & Lavis October 1986 - August 1995
Skills
Series 6, Life Insurance, Retirement Planning, Series 63, Term Life Insurance, Insurance, Retirement, Estate Planning
Education
University of California, Berkeley 1974 — 1979
BA, Music
Voya Financial August 1995 - Present
Sitzmann Morris & Lavis October 1986 - August 1995
Skills
Series 6, Life Insurance, Retirement Planning, Series 63, Term Life Insurance, Insurance, Retirement, Estate Planning
Education
University of California, Berkeley 1974 — 1979
BA, Music
Cecilia Cotter's Sitzmann Morris & Lavis Experience November 1997 - November 2013
Job Employee Benefit Consultant
Industry Insurance
Experience
Sitzmann Morris & Lavis November 1997 - November 2013
Bank of San Francisco 1985 - 1990
Crocker Bank 1986 - 1988
Skills
Insurance, Health Insurance, Employee Benefits, Benefits Administration, Brokers, Disability Insurance, Life Insurance, Claim, Underwriting, Account Management, Human Resources, Employee Relations, 401k, Analysis, Strategic Planning, Retirement, HRIS, Project Management, Training, Customer Service
Education
University of Oregon 1974 — 1979
BS, Health Educaction
Sitzmann Morris & Lavis November 1997 - November 2013
Bank of San Francisco 1985 - 1990
Crocker Bank 1986 - 1988
Skills
Insurance, Health Insurance, Employee Benefits, Benefits Administration, Brokers, Disability Insurance, Life Insurance, Claim, Underwriting, Account Management, Human Resources, Employee Relations, 401k, Analysis, Strategic Planning, Retirement, HRIS, Project Management, Training, Customer Service
Education
University of Oregon 1974 — 1979
BS, Health Educaction
Reagan Peralta's Sitzmann Morris & Lavis Experience September 2002 - March 2005
Job Account Executive at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services May 2015 - Present
Edgewood Partners Insurance Center (EPIC) October 2012 - April 2015
Heffernan Insurance Brokers August 2009 - October 2012
Woodruff Sawyer July 2006 - April 2009
Andreini & Company March 2005 - July 2006
Sitzmann Morris & Lavis September 2002 - March 2005
Maxicare CIGNA Philippines 1995 - 2000
Skills
Employee Benefits, Account Management, Brokers, Benefits Administration, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance
Education
Manila Doctors College
Bachelors of Science, Psychology
Manila Doctors College
Bachelor of Science (B.S.), Psychology
Alliant Insurance Services May 2015 - Present
Edgewood Partners Insurance Center (EPIC) October 2012 - April 2015
Heffernan Insurance Brokers August 2009 - October 2012
Woodruff Sawyer July 2006 - April 2009
Andreini & Company March 2005 - July 2006
Sitzmann Morris & Lavis September 2002 - March 2005
Maxicare CIGNA Philippines 1995 - 2000
Skills
Employee Benefits, Account Management, Brokers, Benefits Administration, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance
Education
Manila Doctors College
Bachelors of Science, Psychology
Manila Doctors College
Bachelor of Science (B.S.), Psychology
Bonnie Stehr's Sitzmann Morris & Lavis Experience October 1982 - Present
Job Account Executive at Sitzmann Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis October 1982 - Present
Piedmont Middle School June 1979 - July 1982
Education
UC Berkeley
Sitzmann Morris & Lavis October 1982 - Present
Piedmont Middle School June 1979 - July 1982
Education
UC Berkeley
Jim Heffernan's Sitzmann Morris & Lavis Experience May 2005 - October 2007
Job Sr. Benefits Manager at Calix
Industry Human Resources
Experience
Calix August 2014 - Present
Driscoll's August 2009 - July 2014
Tarkenton Financial May 2009 - August 2009
Restoration Hardware January 2007 - January 2009
Sitzmann Morris & Lavis May 2005 - October 2007
Ross Stores October 2002 - May 2005
PeopleSoft May 2000 - October 2002
Skills
Strategic Benefits..., 401(k) Design, 401(k) Compliance, Employee Wellness..., Employee Engagement, Employee Relations, Outsourcing, Medical Cost Containment, Benefits and Wellness..., Employee Benefits, Customer Service, Health Insurance, Budgets, HRIS, Management, Access, Insurance, Strategy, Benefits Administration, Human Resources, Accounting, Team Building, Leadership, Strategic Planning
Education
Sonoma State University 1984 — 1988
BA, Geography
Unversity of Minnesota (Exchange Program) 1986 — 1987
Upper Division Geography Course Work
Salinas Valley Leadership 2013 — 2013
Certificate, Community Leadership
Rowan University 2015 — 2016
Master's Program (in progress), Wellness and Lifestyle Management
Calix August 2014 - Present
Driscoll's August 2009 - July 2014
Tarkenton Financial May 2009 - August 2009
Restoration Hardware January 2007 - January 2009
Sitzmann Morris & Lavis May 2005 - October 2007
Ross Stores October 2002 - May 2005
PeopleSoft May 2000 - October 2002
Skills
Strategic Benefits..., 401(k) Design, 401(k) Compliance, Employee Wellness..., Employee Engagement, Employee Relations, Outsourcing, Medical Cost Containment, Benefits and Wellness..., Employee Benefits, Customer Service, Health Insurance, Budgets, HRIS, Management, Access, Insurance, Strategy, Benefits Administration, Human Resources, Accounting, Team Building, Leadership, Strategic Planning
Education
Sonoma State University 1984 — 1988
BA, Geography
Unversity of Minnesota (Exchange Program) 1986 — 1987
Upper Division Geography Course Work
Salinas Valley Leadership 2013 — 2013
Certificate, Community Leadership
Rowan University 2015 — 2016
Master's Program (in progress), Wellness and Lifestyle Management
Leigh Speicher's Sitzmann Morris & Lavis Experience September 2009 - February 2013
Job Senior Principal at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners October 2013 - Present
Ascension Insurance, Inc. February 2013 - September 2013
Sitzmann Morris & Lavis September 2009 - February 2013
Sitzmann Morris & Lavis Insurance Agency May 2007 - September 2009
Jenkins Athens Insurance Services May 2003 - May 2007
BenefitPoint April 2000 - May 2003
California Bankers Insurance Services April 1998 - April 2000
Anthem Health & Life Insurance Company January 1995 - April 1998
ABD Insurance and Financial Services July 1994 - January 1995
MassMutual August 1992 - July 1994
Skills
Employee Benefits, Insurance, Health Insurance, Account Management, Strategic Planning, Start-ups, Sales, Customer Service, Project Management, Salesforce.com, Health Savings Accounts, Brokers, Strategy, Outlook, Call Centers, Human Resources, Leadership, Benefits Administration, CRM, Market Research, Customer Satisfaction, Disability Insurance, Marketing, Change Management, Underwriting, Budgets
Education
University of California, Los Angeles 1986 — 1990
Bachelor of Arts (BA), Communication Studies with a Specialization in Business Administration
Equity Risk Partners October 2013 - Present
Ascension Insurance, Inc. February 2013 - September 2013
Sitzmann Morris & Lavis September 2009 - February 2013
Sitzmann Morris & Lavis Insurance Agency May 2007 - September 2009
Jenkins Athens Insurance Services May 2003 - May 2007
BenefitPoint April 2000 - May 2003
California Bankers Insurance Services April 1998 - April 2000
Anthem Health & Life Insurance Company January 1995 - April 1998
ABD Insurance and Financial Services July 1994 - January 1995
MassMutual August 1992 - July 1994
Skills
Employee Benefits, Insurance, Health Insurance, Account Management, Strategic Planning, Start-ups, Sales, Customer Service, Project Management, Salesforce.com, Health Savings Accounts, Brokers, Strategy, Outlook, Call Centers, Human Resources, Leadership, Benefits Administration, CRM, Market Research, Customer Satisfaction, Disability Insurance, Marketing, Change Management, Underwriting, Budgets
Education
University of California, Los Angeles 1986 — 1990
Bachelor of Arts (BA), Communication Studies with a Specialization in Business Administration
Diana Coe's Sitzmann Morris & Lavis Experience January 2012 - Present
Job SML Service Center Representative at Sitzmann Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis January 2012 - Present
Technisource September 2003 - March 2008
AMCAL December 2000 - August 2003
Sitzmann Morris & Lavis December 1999 - December 2000
Lou M. Aggetta Insurance Services August 1986 - December 1999
Skills
Customer Service
Education
Palomar College 1972 — 1973
Liberal Arts
Diablo Valley College 1970 — 1972
Liberal Arts & Computer Programming
Sitzmann Morris & Lavis January 2012 - Present
Technisource September 2003 - March 2008
AMCAL December 2000 - August 2003
Sitzmann Morris & Lavis December 1999 - December 2000
Lou M. Aggetta Insurance Services August 1986 - December 1999
Skills
Customer Service
Education
Palomar College 1972 — 1973
Liberal Arts
Diablo Valley College 1970 — 1972
Liberal Arts & Computer Programming
Nancy Centeno's Sitzmann Morris & Lavis Experience July 2011 - June 2013
Job Account Manager at Filice Insurance
Industry Insurance
Experience
Filice Insurance June 2013 - Present
Sitzmann Morris & Lavis July 2011 - June 2013
Sitzmann Morris & Lavis January 2006 - July 2011
Blue Shield of California November 1999 - June 2005
Skills
Employee Benefits, Health Insurance, Benefits Administration, Insurance, Employee Relations, Human Resources, Account Management, HRIS, Customer Service, Outlook, Claim, Call Centers, Sales
Education
City College of San Francisco
Biological Sciences Certificate, Zoology/Animal Biology
Filice Insurance June 2013 - Present
Sitzmann Morris & Lavis July 2011 - June 2013
Sitzmann Morris & Lavis January 2006 - July 2011
Blue Shield of California November 1999 - June 2005
Skills
Employee Benefits, Health Insurance, Benefits Administration, Insurance, Employee Relations, Human Resources, Account Management, HRIS, Customer Service, Outlook, Claim, Call Centers, Sales
Education
City College of San Francisco
Biological Sciences Certificate, Zoology/Animal Biology
Gary Sitzmann's Sitzmann Morris & Lavis Experience 1965 - Present
Job Founder of Sitzmann Morris & Lavis Insurance Agency
Industry Insurance
Experience
Sitzmann Morris & Lavis 1965 - Present
Skills
Insurance, Employee Benefits, Public Speaking, New Business Development, Analysis, Sales
Education
Armstrong College 1961 — 1965
Bachelor of Arts (BA)
The American College
Charter Life Underwriter Designation (CLU), Insurance
Sitzmann Morris & Lavis 1965 - Present
Skills
Insurance, Employee Benefits, Public Speaking, New Business Development, Analysis, Sales
Education
Armstrong College 1961 — 1965
Bachelor of Arts (BA)
The American College
Charter Life Underwriter Designation (CLU), Insurance
Lynda Van Epps's Sitzmann Morris & Lavis Experience November 1992 - Present
Job Ins. Professional, Senior Account Manager
Industry Insurance
Experience
NFP- CA Advisors November 2011 - Present
Sitzmann Morris & Lavis November 1992 - Present
Kaiser Permanente April 2011 - November 2011
EPIC December 2002 - July 2008
Great West Life September 1980 - November 1992
Skills
Group products, Self Funding, Detail Oriented, Excellent oral and..., Training, Account Management, Sales, Self-funded, Human Resources, Claim, Customer Service, FMLA, Interviews, Leadership, Program Management, Policy, Health Insurance, 401k, Accounting, Workers Compensation
Education
Hayward Adult School 2010 — 2011
Certificate Prg., Excel 2007
Chabot College 1980 — 1982
none yet, Business
NFP- CA Advisors November 2011 - Present
Sitzmann Morris & Lavis November 1992 - Present
Kaiser Permanente April 2011 - November 2011
EPIC December 2002 - July 2008
Great West Life September 1980 - November 1992
Skills
Group products, Self Funding, Detail Oriented, Excellent oral and..., Training, Account Management, Sales, Self-funded, Human Resources, Claim, Customer Service, FMLA, Interviews, Leadership, Program Management, Policy, Health Insurance, 401k, Accounting, Workers Compensation
Education
Hayward Adult School 2010 — 2011
Certificate Prg., Excel 2007
Chabot College 1980 — 1982
none yet, Business
Roseanna Zagha's Sitzmann Morris & Lavis Experience November 1990 - Present
Job Executive Assistant to EVP of Sitzmann Morris & Lavis Insurance Agency
Industry Insurance
Experience
Sitzmann Morris & Lavis November 1990 - Present
Skills
Benefits Administration, Microsoft Word, Strategic Planning, Insurance, Employee Benefits, HRIS, Employee Relations, Customer Service, Account Management, Health Insurance, Outlook, PowerPoint, Training, Microsoft Excel
Education
Leuzinger High School 1974 — 1977
High School Diploma
LOMA
FLMI - Fellow, Life Management Institute, Insurance
The American College
Charter Life Underwriter Designation (CLU), Insurance
Sitzmann Morris & Lavis November 1990 - Present
Skills
Benefits Administration, Microsoft Word, Strategic Planning, Insurance, Employee Benefits, HRIS, Employee Relations, Customer Service, Account Management, Health Insurance, Outlook, PowerPoint, Training, Microsoft Excel
Education
Leuzinger High School 1974 — 1977
High School Diploma
LOMA
FLMI - Fellow, Life Management Institute, Insurance
The American College
Charter Life Underwriter Designation (CLU), Insurance
Susan Claytor's Sitzmann Morris & Lavis Experience January 2000 - Present
Job Client Plan Administrator at Sitzmann Morris & Lavis
Industry Insurance
Experience
Sitzmann Morris & Lavis January 2000 - Present
Education
San Jose Sate University 1969 — 1970
Teaching Credential
University of California, Santa Barbara 1965 — 1969
Bachelor's degree, English Language and Literature/Letters
Sitzmann Morris & Lavis January 2000 - Present
Education
San Jose Sate University 1969 — 1970
Teaching Credential
University of California, Santa Barbara 1965 — 1969
Bachelor's degree, English Language and Literature/Letters
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO