TexCap-Concord Insurance Services, LP
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TexCap-Concord Insurance Services, LP Employees
Equify Risk Services, LLC March 2015 - Present
Utica National Insurance Group January 2012 - February 2015
Texcap-Concord Insurance Services, LP February 2006 - January 2012
Westwood Insurance Agency 1999 - 2006
Sleeper Sewell Insurance Services July 1995 - December 1998
Sedgwick James of Texas 1993 - 1995
Skills
Customer Service, Marketing, Leadership, Customer Satisfaction, Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Casualty, Commercial Lines, Legal Liability, Workers Compensation, Liability, General Insurance, Inland Marine, Risk Management, Employment Practices..., Sales, New Business Development, Employee Benefits, Management
Education
Richland Community College 1987 — 1989
Richland Jr. College 1987 — 1989
Trade Management April 2015 - Present
Independent Insurance Group August 2004 - April 2015
WCOE 2013 - 2014
TexCap-Concord Insurance Services, LP January 2007 - December 2007
Independent Insurance Agents of Dallas November 2000 - August 2004
Skills
Commercial Insurance, Insurance, Property & Casualty..., Umbrella Insurance, Workers Compensation, Commercial Lines, Casualty, New Business Development, Health Savings Accounts, Sales, Risk Management, Underwriting, Leadership, Marketing, Liability, Health Insurance, Employment Practices..., Employee Benefits, Inland Marine, Brokers, Disability Insurance, D&O, General Insurance, Life Insurance, Legal Liability, Professional Liability, Medicare, Account Management, Excess, Licensed Property &..., Reinsurance, Term Life Insurance, Event Planning, Long-term Care, Small Business, Claims Management, Cold Calling, Casualty Insurance
Education
The University of Texas at Dallas 1983 — 1985
General Business
Richardson High School
Wells Fargo Insurance Services September 2014 - Present
Wells Fargo Insurance Services May 2013 - Present
Church (Cannot Disclose Name) February 2013 - May 2013
Wells Fargo Insurance Services March 2012 - May 2013
Lockton Companies June 2008 - March 2012
TexCap-Concord Insurance Services LP January 2006 - May 2008
Texas Tech University Behavioral Pharmacology Laboratory September 2003 - May 2005
Skills
Insurance, Workers Compensation, Employee Benefits, Risk Management, Customer Service, Property & Casualty..., Legal Liability, Underwriting, Claim, Umbrella Insurance, Commercial Insurance, Performance Management, Training, Outlook, Organizational..., Leadership Development, Organizational..., Onboarding, Employee Relations, Team Building, Coaching, Commercial Lines, Account Management, Leadership, Management
Education
American School of Professional Psychology- Argosy University Dallas 2010 — 2013
MAIO, MA Industrial Organizational Psychology
Kaplan University 2006 — 2006
Texas Property & Casualty Insurance License, Insurance
Texas Tech University 2002 — 2005
Bachelor of Arts in Psychology, Psychology/Food & Nutrition
TexCap-Concord Insurance Services, LP July 2006 - Present
Aon Risk Services April 1986 - July 2006
Skills
Commercial Insurance, Workers Compensation, Specializing in Energy..., General Insurance, Insurance, Casualty, Property & Casualty..., Underwriting, Professional Liability, Commercial Lines, Brokers, Insurance Brokerage, Umbrella Insurance, D&O, Legal Liability, Liability, Employment Practices..., Inland Marine, Liability Analysis, Casualty Insurance
Education
Texas Tech University
AIG Benefit Solutions January 2014 - Present
TexCap-Concord Insurance Services, LP June 2007 - January 2014
Allstate Insurance May 2004 - June 2007
Box Insurance Agency October 2002 - May 2004
Skills
Property & Casualty..., Customer Service, Sales, Insurance, Employee Benefits, Marketing, Commercial Insurance, Disability Insurance, Umbrella Insurance, Management, Commercial Lines, Workers Compensation, Strategy, New Business Development, Strategic Planning
Education
Texas A&M Commerce
MBA, Business Administration
University of North Texas
Bachelor of Business Administration (B.B.A.), Applied Technology and Performance Improvement
TexCap-Concord Insurance Services, LP November 2014 - Present
Group Resources July 2012 - September 2014
MyPlanBenefits January 2007 - June 2012
Group Resources January 1996 - January 2007
Skills
Employee Benefits, Health Insurance, Sales Management, Risk Management, Managed Care, Benefit Plan..., Group Benefit Plans, Disability Insurance, Health Savings Accounts, Team Building, Property & Casualty..., Underwriting, Insurance, Strategic Planning, Brokers, Life Insurance, Long-term Care, Term Life Insurance, New Business Development, Marketing, Contract Negotiation, 401k, Fixed Annuities, Management, Sales, Leadership
Education
Baylor University 1985 — 1989
Bachelor of Business Administration (BBA), Financial Planning and Services
TexCap-Concord Insurance Services, LP June 2008 - Present
Skills
Risk Management, Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Legal Liability, Health Insurance, Umbrella Insurance, Commercial Lines, Casualty, Liability, General Insurance, Disability Insurance, Employment Practices..., Excess, Professional Liability, D&O, Health Savings Accounts, Inland Marine, Brokers, Employee Benefits, Life Insurance, Claims Management, Homeowners, Commercial Vehicle, Property, Benefits Administration, Surety Bonds, Directors, Licensed Property, Group Insurance, Insurance Brokerage, Liability Analysis, Long-term Care, Underwriting, Term Life Insurance, Casualty Insurance
Education
Tarleton State University 1986 — 1991
Bachelor of Science (B.S.), Business, Criminal Justice
Hartford School of Insurance
CLCS, Property and Casualty Insurance
Lewisville/Marcus
Lockton Dunning Benefits Associates August 2015 - Present
Air Distribution Technologies, Inc. September 2012 - February 2015
GAF Materials Corporation June 2007 - September 2012
TexCap-Concord Insurance Services, LP 2006 - 2006
HBK Investments 2000 - 2005
Skills
New Hire Orientations, Payroll, FMLA, Personnel Management, Health Insurance, COBRA, Open Enrollment, Insurance, Management, SPHR, Benefits Administration, Employee Relations
Education
Amberton University 2003 — 2007
Masters, Professional Counseling
University of North Texas 1990 — 1992
BA, Criminal Justice
PVP Live February 2014 - Present
TexCap-Concord Insurance Services, LP June 2012 - February 2014
Brown & Brown June 2010 - June 2012
Brown & Brown January 2010 - May 2010
Skills
Entrepreneurship, Business Development, Business Process..., Management, Esports, Contract Law, Video Games, Startup Development, Start-ups, Business Planning, Project Management, Technology Integration, Competitive Advantage, Investments, Property & Casualty..., Competitive Strategies, Insurance Law, Technology Insurance, Technology E&O, Technology Risk..., Insurance, Program Management, Marketing, Negotiation, Strategy, Commercial Insurance, Risk Management, IT Risk Management, Strategic Planning, Analysis, Team Building
Education
Texas A&M University 2005 — 2009
Bachelor of Science, Business Administration and Management
TexCap-Concord Insurance Services, LP November 2012 - Present
Skills
Insurance, Property & Casualty..., Insurance Brokerage, Corporate Development, Financial Projection, Process Improvement, Excel Modeling, Budget Models, Budgets, Commercial Insurance, Employment Practices...
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Business Honors Program, Finance, & Accounting
Plano West Senior High School
TexCap-Concord Insurance Services, LP March 2008 - Present
Skills
Umbrella Insurance, Property & Casualty..., Legal Liability, Workers Compensation, Commercial Insurance, Casualty, Commercial Lines, Liability, General Insurance, Underwriting, Brokers, Professional Liability
Education
University of North Texas 2001 — 2006
BA, History
TexCap-Concord Insurance Services, LP October 2005 - Present
Skills
Insurance, Legal Liability, Umbrella Insurance, Liability Analysis, Health Savings Accounts, Underwriting, Health Insurance, Employment Practices...
Education
Southern Methodist University 1968 — 1972
BBA Business, Marketing and Finance
Southern Methodist University 1968 — 1972
TexCap-Concord Insurance Services, LP May 2008 - December 2014
Aon Risk Services July 1981 - January 2008
Skills
Risk Management, Insurance, Program Management, Strategy, CRM, Business Development, Property, Underwriting, Leadership, Management
Education
Texas Christian University
Executive Education Managing Managers
University of North Texas 1967 — 1971
BBA, Finance
TexCap-Concord Insurance Services, LP October 2005 - Present
Skills
Licensed Risk Manager, Insurance, Risk, Financial Risk, Health Insurance, Casualty, Commercial Insurance, Property & Casualty..., Legal Liability, Professional Liability, Disability Insurance, Workers Compensation, Liability, Underwriting, Employment Practices..., Commercial Lines, D&O, Brokers, Casualty Insurance
Education
Baylor University - Hankamer School of Business 1955 — 1959
BBA, Insurance
CPCU (Chartered Property & Casualty Underwriter
Liberty Mutual Insurance May 2014 - Present
The Hartford November 2012 - May 2014
The Hartford September 2011 - November 2012
TexCap-Concord Insurance Services, LP January 2011 - September 2011
Liberty Mutual February 2009 - January 2011
Liberty Mutual February 2007 - February 2009
Skills
Insurance, Commercial Insurance, Sales, New Business Development, Commercial Lines, Property & Casualty..., Life Insurance, Workers Compensation, Underwriting, General Insurance, Term Life Insurance, Liability, Legal Liability, Whole Life, Professional Liability, Casualty, Brokers, Inland Marine, Umbrella Insurance, Customer Retention, Small Business, Casualty Insurance
Education
Baylor University 2001 — 2005
Communications Specialist, speech, nonverbal communication, public relations, journalism
TexCap-Concord Insurance Services, LP August 2011 - Present
Texans Insurance Group July 2006 - August 2011
Anchor Insurance Agency October 2004 - July 2006
Skills
Insurance, Licensed to Sell..., Microsoft Office, Property & Casualty..., Umbrella Insurance, Flood Insurance, Watercraft, High Value Homes, Renters, RV, ATV, Motorcycle, Jet Ski, Classic Car, Excess & Surplus Lines, Specialty Lines, Kidnap & Ransom, Valuable Articles, Affluent, Private Client Services, Homeowners, Personal Auto, Earthquake Insurance, Directors & Officers..., Employment Practices..., Casualty, Legal Liability, Professional Liability, Liability Analysis
Education
The University of Texas at Arlington 2003 — 2006
Business Administration, Management
The University of Dallas 2002 — 2003
Management
Pleasant Grove High School 1998 — 2002
Digestive Health Associates of Texas March 2010 - June 2013
Guaranty Insurance Services Inc December 2008 - January 2010
TexCap-Concord Insurance Services, LP December 2005 - October 2009
Mercer November 2003 - November 2005
Skills
Benefits Administration, Medicare, Insurance, Employee Benefits, Internal Communications, Human Resources, HR Policies, Employee Benefits Design, EMR, Healthcare, Outlook
Education
Georgetown University 2000 — 2002
M.A., Communication, Culture, & Technology
Trinity College-Hartford 1994 — 1998
B.A., French
The Hockaday School