Sitzmann Morris & Lavis Insurance Agency
Industry: Insurance company
DescriptionFounded: 1965 Parent organization: Brown & Brown Subsidiaries: Lancer Claims Services Inc,
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Sitzmann Morris & Lavis Insurance Agency Employees
Brown & Brown Private Client Group November 2007 - Present
Sitzmann Morris & Lavis Insurance Agency August 2013 - February 2014
Thomas Hornung & Associates 2006 - 2007
JPMorgan Insurance Agency, d/b/a The Private Client Group 1993 - 2006
Skills
Risk Mitigation, Product knowledge, Customer negotiations, Customer relations, Marketing strategy, Automobile, Collectibles, Risk Management, Risk Analysis, Property & Casualty..., High Net Worth..., High Net Worth Insurance, Creative Solutions, Negotiation, Fine Art, Marketing Strategy, Product Knowledge, Customer Service, Insurance, Brokers, Underwriting, Claim, Liability, Commercial Insurance, Professional Liability, Small Business, Legal Liability, Casualty, Umbrella Insurance, D&O, Life Insurance, Casualty Insurance
Education
University of Delaware 1981 — 1985
Bachelor of Arts, Political Science
The Institutes 2011 — 2016
CPCU student
Sitzmann Morris & Lavis Insurance Agency August 1997 - April 2015
Skills
Insurance, Benefits Administration, Outlook, Customer Service, Administrative..., Microsoft Excel, Brokers, PowerPoint, Data Entry, Administration, Microsoft Office
Education
California State University-Hayward 1989 — 1994
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
McDonald Leavitt Insurance Agency June 2015 - Present
Pan American Insurance Agency September 2014 - March 2015
Sitzmann Morris & Lavis Insurance Agency April 2013 - August 2014
Dickerson Employee Benefits June 2009 - March 2013
Lebherz Insurance Agency July 2003 - May 2009
CIMS General Agency January 2001 - January 2003
Principal Financial Group January 2000 - January 2001
United Concordia Dental January 1997 - January 2000
American Medical Security January 1990 - January 1997
Employers Health Insurance January 1987 - January 1990
Skills
Employee Benefits, Disability Insurance, Employee Wellness, Voluntary Employee..., Life Insurance, Property Casualty..., Workers Compensation, Benefits Administration, Health Insurance, Insurance, Health Savings Accounts, Sales, Underwriting, Brokers, Property & Casualty..., Account Management
Education
Lehigh Carbon Community College
University of California, Berkeley, Haas School of Business June 2014 - July 2014
Telecare Corporation June 2013 - July 2014
University of California, Berkeley Art Museum and Pacific Film Archive June 2012 - July 2012
Sitzmann Morris & Lavis Insurance Agency June 2011 - July 2011
Education
Denison University 2014 — 2018
Undecided
Holy Names High School 2010 — 2014
Stearns Lending (NMLS #1854) April 2015 - Present
Sitzmann Morris & Lavis Insurance Agency January 2013 - November 2013
Stearns Lending September 2011 - January 2013
Bank of America November 2009 - March 2011
Bank of America December 2007 - April 2009
Washington Mutual Home Loans February 2001 - November 2007
Bank of America September 1997 - January 2001
Northwoods Christian School July 1994 - June 1997
Skills
Loan Origination, Mortgage Lending, Banking, Credit, Short Sales, Customer Service, FHA, Refinance, Real Estate, Finance, Investment Properties, Portfolio Management, Small Business, VA loans, Referrals, Negotiation, Loans, Underwriting, Insurance, Credit Analysis, Investments
Education
California State University-Sacramento
Bachelor of Science, Business Administration
GIS Benefits and Insurance Services June 2014 - Present
EVLooks July 2009 - Present
ProSential Group February 2013 - May 2014
USI Insurance Services November 2010 - February 2013
Sitzmann Morris & Lavis Insurance Agency September 2009 - October 2010
Guardian Life Insurance November 2000 - March 2009
Guardian Life 1991 - December 2000
Excellence in Medicine (EIM) September 1995 - May 1996
Skills
Sales Management, New Business Development, Insurance, Strategic Planning, Account Management, Employee Benefits, Health Insurance, CRM, Human Resources, Leadership, Employee Engagement, Sales Operations, Analytics, HRIS, Health Savings Accounts, Coaching
Education
University of California, Berkeley 1986 — 1989
BA, Applied Math IEOR
Monta Vista HS 1980 — 1984
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 January 2015 - Present
Bridges Restaurant & The Vine at Bridges 2004 - Present
Reyna & Associates May 1994 - January 2015
Skills
Insurance, Professional Liability, Workers Compensation, Brokers, Leadership, Legal Liability, Customer Service, Property & Casualty..., Excess, Umbrella Insurance, Employment Practices..., Liability, Sales, Risk Management, Marketing, Management
Education
The National Alliance for Insurance Education & Research
Certified Personal Risk Manager Program
The American College 1996 — 1998
Life Underwriter Training Council Fellow Designation
San Jose State University
Marina High School
Self-employed July 2013 - Present
Sitzmann Morris & Lavis Insurance Agency 2000 - 2013
Education
San Jose State University 1969 — 1970
California Life Teaching Credential, Elementary
University of California, Santa Barbara 1966 — 1969
Bachelor's degree, English Language and Literature/Letters
University of North Texas 1965 — 1966
Brown & Brown Insurance June 2015 - Present
Hinter.co February 2015 - Present
Sigma Alpha Epsilon Fraternity December 2014 - Present
Pinger December 2014 - January 2015
Sitzmann Morris & Lavis Insurance Agency June 2014 - August 2014
Education
University of Arizona, Eller College of Management 2013 — 2017
Marketing
Amador Valley High School 2009 — 2013
Visa March 2015 - Present
Gap Inc. May 2013 - December 2014
Gap Inc. January 2012 - May 2013
Gap Inc. September 2010 - January 2012
Gap Inc. July 2005 - September 2010
Sitzmann Morris & Lavis Insurance Agency November 2004 - July 2005
Skills
Recruiting, Human Resources, Talent Management, Retail, Fashion, Employee Relations, Applicant Tracking..., Talent Acquisition, Sourcing, Microsoft Excel, Sales, Succession Planning, Personnel Management, Merchandising, Marketing, Visual Merchandising, Performance Management, Interviews
Education
University of California, Berkeley
Political Science
Sitzmann Morris & Lavis Insurance Agency August 2012 - Present
CCI Financial and Insurance Solutions January 2011 - August 2012
CCI Financial & Insurance Services 2011 - 2011
USI Insurance Services August 2001 - December 2010
Skills
Health Savings Accounts, Insurance, Health Insurance, Brokers, Group Medical, Employee Wellness..., Benefits Administration, COBRA, Claim, Employee Benefits, Health Care Reform, Life Insurance
Education
Heald College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Sitzmann Morris & Lavis Insurance Agency July 2015 - Present
Self Employed 2001 - Present
Mason-McDuffie Mortgage December 2010 - July 2015
Skills
Microsoft Word, Microsoft Office, Social Media, Therapeutic Massage, Deep Tissue Massage
Education
University of California, Berkeley 2008 — 2010
Bachelor's Degree, Molecular Toxicology
National Holistic Institute 2000 — 2001
Certification in Massage Therapy and Health Education, Holistic Health and Massage Therapy
SpaceX June 2015 - Present
AuraPlayer October 2014 - March 2015
Kinsale Capital Management June 2014 - September 2014
Boston University Men's Lacrosse September 2011 - June 2014
Evening Janitorial June 2013 - September 2013
Sitzmann Morris & Lavis Insurance Agency June 2011 - August 2011
Skills
Teamwork, Time Management, Customer Service, Leadership, Microsoft Office, Sales, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Market Research, Python, SQL, HTML, Thrive in A Fast-paced..., Financial Analysis, Financial Modeling, Data Analysis, Data Entry, Database Design, Public Speaking
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, Graduate
Miramonte High School 2007 — 2011
Blue Shield of California October 2012 - Present
Blue Shield of California March 2004 - October 2012
Sitzmann Morris & Lavis Insurance Agency June 2003 - March 2004
Lockheed Martin July 2000 - January 2003
Skills
Underwriting, Insurance, Health Insurance, Brokers, Claim, Reinsurance, Claims Management, Actuarial Science, HMO
Education
University of Maryland College Park 1994 — 1999
Bachelor of Science (BS), Finance, General
BB&T Insurance Services Inc. January 2014 - Present
Heffernan Insurance Brokers February 2011 - January 2014
Keenan & Associates April 2008 - January 2011
Sitzmann Morris & Lavis Insurance Agency 2004 - 2007
Grand Luxe Benefits 2000 - 2004
Aetna February 2000 - October 2000
XOMA 1999 - 2000
United HealthCare 1998 - 1999
US Army 1990 - 1998
Skills
Insurance, Health Insurance, Workers Compensation, Employee Benefits, Disability Insurance, Claim, Property & Casualty..., Account Management, Customer Service, Underwriting, Health Savings Accounts, Brokers, Benefits Administration, Outlook, Casualty, Life Insurance, Strategic Planning, Leadership, Sales, New Business Development, Microsoft Office
Education
John F. Kennedy University 2013 — 2015
Bachelor of Arts (BA), Paralegal Studies
Heald College-Hayward 2009 — 2011
Associate of Arts and Sciences (AAS), Paralegal Studies
Chabot College 2007 — 2009
Associate's degree, Business Administration
Humana April 2014 - Present
Sitzmann Morris & Lavis Insurance Agency March 2005 - January 2014
Unum November 2000 - February 2005
Allstate October 1998 - November 2000
Skills
Employee Benefits, Voluntary Employee..., Executive Disability, Long Term Care Insurance, Disability Insurance, Health Insurance, Employee Relations, Benefits Administration, Insurance, Benefit Communication, Long-term Care, Health Savings Accounts, Claim, Term Life Insurance, Underwriting, 401k, Life Insurance, Brokers, Account Management, Sales, Customer Service, Strategic Planning
Education
California State University-Hayward 1992 — 1994
BS, Marketing
Sitzmann Morris & Lavis Insurance Agency October 2012 - Present
CCI Financial and Insurance Solutions August 2011 - October 2012
Andreini & Company March 2008 - July 2011
MLN 2005 - 2007
Reed Exhibitions January 2001 - June 2005
Skills
Consultative Selling, Account Management, Insurance, New Business Development, Customer Relations, Organization &..., Strategic Planning, Strategic Thinking, Marketing Strategy, Health Insurance, Employee Benefits, Risk Management, Customer Service, Sales, Marketing, Health Savings Accounts
Education
Iona College 1992 — 1996
BA, Marketing, Business Management
Sitzmann Morris & Lavis Insurance Agency 1983 - Present
Skills
Estate Planning, Employee Benefits, Wealth, High Net Worth..., Executive Pay, Insurance, Disability Insurance, Life Insurance, Health Insurance, Brokers, Underwriting, 401k, Retirement Planning, Retirement, Investments
Education
The American College 1997 — 1999
Chartered Life Underwriter, Insurance
UC Berkeley 1978 — 1982
Bachelor of Arts (B.A.), Political Science
Sitzmann Morris & Lavis Insurance Agency September 2015 - Present
Expedite Financial November 2014 - Present
Campo de Encanto Pisco September 2010 - March 2012
Digital One Legal Solutions June 2008 - January 2010
Skills
Salesforce.com, Social Media, Customer Service, Social Networking, Document Management, New Business Development, Strategic Planning, Litigation Support, Microsoft Office, Research, Event Management, Sales, Event Planning, Social Media Marketing, Management
Education
San Jose State University 2012 — 2014
Master of Arts (M.A.) Applied Anthropology, Research: Identification of soft skills that contribute to career success in the tech industry.
Sonoma State University 2005 — 2007
Bachelor of Arts (B.A.) Anthropology, Minor in Latin American Studies
Sitzmann Morris & Lavis Insurance Agency December 2006 - Present
Great West Healthcare June 1985 - December 2005
Skills
HRIS, Strategy, Strategic Planning, Insurance, Account Management, Sales, Salesforce.com, Change Management, Business Development, New Business Development, Management, Employee Benefits, Marketing, Employee Relations, Competitive Analysis, Project Management, Process Improvement, Human Resources
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Bachelor of Science (BS), Business Marketing
Sitzmann Morris & Lavis Insurance Agency 1988 - Present
Skills
Health Insurance, Benefits Administration, Health Savings Accounts, Strategic Planning, Employee Relations, Claim, Employee Benefits, Underwriting, Account Management, Workers Compensation, Brokers, Life Insurance, Retirement, Leadership, Human Resources, Term Life Insurance, Sales, HRIS, Medicare, Insurance, Mutual Funds, Retirement Planning, Property & Casualty..., Strategic Financial..., Team Building, Disability Insurance, Customer Service, New Business Development
Education
University of California, Berkeley
Bachelor's degree, Political Science and Government
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
LSI, an Avago Technologies Company 1998 - 2004
Sitzmann Morris & Lavis Insurance Agency 1995 - 1998
Manulife 1994 - 1995
Great-West Financial 1990 - 1994
Skills
Corporate Communications, Employee Relations, Relationship Building, Public Speaking, Online and Content..., Media & Community..., Social Media Strategies, Program Management, Staff Training and..., Website Design &..., Event Planning &..., Employee Benefits, Open Enrollment, Health & Wellness..., Employee Onboarding &..., MS Office, Dreamweaver, SAP, Mergers & Acquisitions, Strategy, Human Resources, Talent Management, Talent Acquisition, Customer Service, HRIS, Outstanding..., Recruiting, Microsoft Office, New Business Development, Performance Management, Training, PowerPoint, Strategic Planning, Leadership
Education
Sonoma State University 1986 — 1990
Bachelor's Degree, Business Marketing
Santa Rosa Junior College 1984 — 1986
Associate's Degree, Business Administration
Sitzmann Morris & Lavis Insurance Agency August 2013 - Present
Sitzmann Morris & Lavis Insurance Agency October 2012 - July 2013
AFIS Benefits & Insurance Services March 2005 - October 2012
Skills
Insurance, Health Insurance, Employee Benefits, Strategic Planning, Data Analysis, Brokers, Customer Service, Account Management, Market Research, Financial Analysis, Project Management, New Business Development, Benefits Administration, Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BA, Economics
Berkeley Repertory Theatre June 2014 - July 2014
Telecare Corporation June 2013 - July 2013
Sitzmann Morris & Lavis Insurance Agency June 2012 - July 2012
Education
Brown University 2015 — 2019
Holy Names High School 2011 — 2015
4.0
Sitzmann Morris & Lavis Insurance Agency January 2011 - Present
Sitzmann Morris & Lavis Insurance Agency March 2002 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching, Strategic Planning, Negotiation, Editing, Marketing, Insurance, Analysis, Account Management, Health Insurance, Employee Benefits
Education
St. Mary's College of California 1990 — 1992
Bachelor of Arts (B.A.)
Sitzmann Morris & Lavis Insurance Agency
Skills
Marketing, Insurance, Health Insurance, Market Research, Strategic Planning
Education
St. Mary's College of California 1990 — 1992
Bachelor of Arts (B.A.), Sports Management