The Brokerage Inc.
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The Brokerage Inc. Employees
Employee
Years
Job
Industry
Daniela Levi Daniela Levi's The Brokerage Inc. Experience February 2015 - Present
Job Marketing Manager for Ancillary Product Sales
Industry Marketing and Advertising
Experience
The Brokerage Inc. February 2015 - Present
CROSSMARK November 2014 - February 2015
Youth Hostel Javea June 2014 - August 2014
Franklin University Switzerland August 2013 - May 2014
Franklin University Switzerland September 2012 - May 2014
Veidan Conferencing Solutions May 2011 - August 2011
AIESEC Lugano January 2011 - April 2011
Papa John's International August 2009 - May 2010
Skills
Event Planning, Spanish, Intercultural..., Public Speaking, Economics, International Relations, Resourceful, Outstanding time..., Quantitative Research, Qualitative Research, Time Management, Multi-Cultural Team..., EcoWin, Microsoft Excel, Audacity, SPSS, Leadership, Marketing, Moqups Wireframe Tool, IBM SPSS Statistics, The Management Scientist, Sales, Direct Sales
Education
Franklin University Switzerland 2010 — 2014
Bachelors of Liberal Arts, International Management with Emphasis in Marketing, GPA: 3.38
Plano Senior Highschool 2006 — 2010
GPA: 3.8
The Brokerage Inc. February 2015 - Present
CROSSMARK November 2014 - February 2015
Youth Hostel Javea June 2014 - August 2014
Franklin University Switzerland August 2013 - May 2014
Franklin University Switzerland September 2012 - May 2014
Veidan Conferencing Solutions May 2011 - August 2011
AIESEC Lugano January 2011 - April 2011
Papa John's International August 2009 - May 2010
Skills
Event Planning, Spanish, Intercultural..., Public Speaking, Economics, International Relations, Resourceful, Outstanding time..., Quantitative Research, Qualitative Research, Time Management, Multi-Cultural Team..., EcoWin, Microsoft Excel, Audacity, SPSS, Leadership, Marketing, Moqups Wireframe Tool, IBM SPSS Statistics, The Management Scientist, Sales, Direct Sales
Education
Franklin University Switzerland 2010 — 2014
Bachelors of Liberal Arts, International Management with Emphasis in Marketing, GPA: 3.38
Plano Senior Highschool 2006 — 2010
GPA: 3.8
Beth Koch, SGS's The Brokerage Inc. Experience 1991 - 2001
Job Texas Insurance Brokerage
Industry Insurance
Experience
Texas Insurance Brokerage September 2015 - Present
BenefitMall July 2013 - August 2015
Rogers Benefit Group Inc. July 2001 - July 2013
The Brokerage Inc. 1991 - 2001
Skills
Health Insurance, Health Savings Accounts, Insurance Brokerage, Group Insurance, Employee Benefits, Brokers, Group Medical, PPO, Voluntary Employee..., Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Health Care Reform, COBRA, Telehealth
Education
LSU - Shreveport LA 1984 — 1986
Accounting
Louisiana Tech University 1983 — 1984
Texas Insurance Brokerage September 2015 - Present
BenefitMall July 2013 - August 2015
Rogers Benefit Group Inc. July 2001 - July 2013
The Brokerage Inc. 1991 - 2001
Skills
Health Insurance, Health Savings Accounts, Insurance Brokerage, Group Insurance, Employee Benefits, Brokers, Group Medical, PPO, Voluntary Employee..., Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Health Care Reform, COBRA, Telehealth
Education
LSU - Shreveport LA 1984 — 1986
Accounting
Louisiana Tech University 1983 — 1984
Jeffrey Devers Jeffrey Devers's The Brokerage Inc. Experience October 2010 - June 2011
Job Asurint
Industry Information Technology and Services
Experience
Asurint January 2014 - Present
Wells Fargo Home Mortgage June 2011 - January 2014
The Brokerage Inc. October 2010 - June 2011
Humana November 2005 - October 2010
Baird & Warner April 2003 - September 2005
Skills
Marketing, Sales, Management, Marketing Strategy, Customer Service, Real Estate, Leadership, Account Management, Insurance, Strategic Planning, Sales Management, New Business Development, Selling, Negotiation, Contract Negotiation, CRM, Advertising, Sales Process, Financial Analysis, Competitive Analysis, Banking, Strategy, Budgets, Cross-functional Team..., Salesforce.com, Solution Selling
Education
Southern Nazarene University 2007 — 2009
Master of Business Administration, Business
Indiana University - Kelley School of Business 2000 — 2002
Minor, Business
Indiana University Bloomington 1998 — 2002
BS, School of Public and Environmental Affairs
Kirkwood Sr High 1994 — 1998
Asurint January 2014 - Present
Wells Fargo Home Mortgage June 2011 - January 2014
The Brokerage Inc. October 2010 - June 2011
Humana November 2005 - October 2010
Baird & Warner April 2003 - September 2005
Skills
Marketing, Sales, Management, Marketing Strategy, Customer Service, Real Estate, Leadership, Account Management, Insurance, Strategic Planning, Sales Management, New Business Development, Selling, Negotiation, Contract Negotiation, CRM, Advertising, Sales Process, Financial Analysis, Competitive Analysis, Banking, Strategy, Budgets, Cross-functional Team..., Salesforce.com, Solution Selling
Education
Southern Nazarene University 2007 — 2009
Master of Business Administration, Business
Indiana University - Kelley School of Business 2000 — 2002
Minor, Business
Indiana University Bloomington 1998 — 2002
BS, School of Public and Environmental Affairs
Kirkwood Sr High 1994 — 1998
Pepper McCarty's The Brokerage Inc. Experience February 2004 - Present
Job Medicare specialist at The Brokerage Inc
Industry Insurance
RoseMary Deininger, HIA, RHU, CSA, LTCO's The Brokerage Inc. Experience 2009 - 2011
Job Broker Manager at Aetna Medicare
Industry Insurance
Experience
Aetna April 2013 - Present
Aetna September 2011 - April 2013
Aetna 2011 - 2012
Reliable Options Insurance April 2009 - June 2011
The Brokerage Inc. 2009 - 2011
Team Pro Force 2010 - 2010
Arlington Chamber of Commerce 2009 - 2010
Dallas Association of Health Underwriters 2007 - 2010
NAHU 1994 - 2010
Stanton Group an A.J. Gallagher Company 2008 - 2009
Skills
Health Insurance, Long-term Care, Employee Benefits, Insurance, Disability Insurance, Medicare, Life Insurance, Term Life Insurance, Accident, Strategic Planning, Small Business, Account Management, Sales, Team Building, Human Resources, Commercial Insurance, Property & Casualty..., Critical Illness, CRM, Retirement, Fixed Annuities, Underwriting, Healthcare, Group Insurance, Health Savings Accounts, Claim, Brokers, COBRA, Long Term Care Insurance, Retirement Planning, Whole Life, General Insurance, Dentistry, Workers Compensation, Managed Care, Benefits Administration, 401k, Health Policy, Health Care Reform, Group Medical, Professional Liability, Umbrella Insurance, Universal Life, Management, Customer Service, Leadership, Marketing, Sales Management
Education
Saint Joseph's University 1968 — 1971
Archbishop Prendergast High School 1964 — 1967
Graduate
St. Charles Borromeo 1959 — 1963
Aetna April 2013 - Present
Aetna September 2011 - April 2013
Aetna 2011 - 2012
Reliable Options Insurance April 2009 - June 2011
The Brokerage Inc. 2009 - 2011
Team Pro Force 2010 - 2010
Arlington Chamber of Commerce 2009 - 2010
Dallas Association of Health Underwriters 2007 - 2010
NAHU 1994 - 2010
Stanton Group an A.J. Gallagher Company 2008 - 2009
Skills
Health Insurance, Long-term Care, Employee Benefits, Insurance, Disability Insurance, Medicare, Life Insurance, Term Life Insurance, Accident, Strategic Planning, Small Business, Account Management, Sales, Team Building, Human Resources, Commercial Insurance, Property & Casualty..., Critical Illness, CRM, Retirement, Fixed Annuities, Underwriting, Healthcare, Group Insurance, Health Savings Accounts, Claim, Brokers, COBRA, Long Term Care Insurance, Retirement Planning, Whole Life, General Insurance, Dentistry, Workers Compensation, Managed Care, Benefits Administration, 401k, Health Policy, Health Care Reform, Group Medical, Professional Liability, Umbrella Insurance, Universal Life, Management, Customer Service, Leadership, Marketing, Sales Management
Education
Saint Joseph's University 1968 — 1971
Archbishop Prendergast High School 1964 — 1967
Graduate
St. Charles Borromeo 1959 — 1963
Holly Holton-Hoffman's The Brokerage Inc. Experience September 2012 - February 2013
Job American Airlines Flight Attendant and Licensed Independent Insurance Agent (TX& FL)
Industry Insurance
Experience
American Airlines July 1999 - Present
The Brokerage Inc. September 2012 - February 2013
Nationwide Insurance September 2007 - January 2010
Skills
Flights
Education
University of North Texas 1994 — 1998
BBA, Human Resource Management
American Airlines July 1999 - Present
The Brokerage Inc. September 2012 - February 2013
Nationwide Insurance September 2007 - January 2010
Skills
Flights
Education
University of North Texas 1994 — 1998
BBA, Human Resource Management
Brad Schommer, CLU's The Brokerage Inc. Experience June 2014 - Present
Job Director of Life and Annuity at The Brokerage Inc
Industry Insurance
Experience
The Brokerage Inc June 2014 - Present
The Brokerage Inc November 2005 - June 2014
Skills
Term Life Insurance, Fixed Annuities, Disability Insurance, Universal Life, Life Insurance, Long-term Care, Insurance, Retirement, Retirement Planning, Strategic Financial..., Financial Planners, Mutual Funds, New Business Development, Health Insurance, Long Term Care Insurance, 401k
Education
Marquette University
BA Lib Arts
The Brokerage Inc June 2014 - Present
The Brokerage Inc November 2005 - June 2014
Skills
Term Life Insurance, Fixed Annuities, Disability Insurance, Universal Life, Life Insurance, Long-term Care, Insurance, Retirement, Retirement Planning, Strategic Financial..., Financial Planners, Mutual Funds, New Business Development, Health Insurance, Long Term Care Insurance, 401k
Education
Marquette University
BA Lib Arts
Bridget Townsel's The Brokerage Inc. Experience 2005 - 2013
Job Owner/Agent at Bridget Townsel Insurance Agency
Industry Insurance
Experience
Bridget Townsel Insurance Agency November 2005 - Present
The Brokerage Inc. 2005 - 2013
D. Anderson & Company 2000 - 2005
Rheumatology Associates 1989 - 1999
Skills
Customer Relations, Health Insurance, Healthcare, Insurance, Medicare Supplements, Medicare, Medicare Part D, Marketing Strategy, Marketing Communications, Marketing Research, Recruitment/Retention, Universal Life, Whole Life, Health Savings Accounts, Long-term Care, Term Life Insurance, Account Management, Life Insurance, Brokers, Disability Insurance, Customer Service, New Business Development, Health Policy
Education
The University of Texas at Arlington 1989 — 1991
Bachelor of Business Administration (BBA)
Mountain View College 1988 — 1989
Associate's degree
Bridget Townsel Insurance Agency November 2005 - Present
The Brokerage Inc. 2005 - 2013
D. Anderson & Company 2000 - 2005
Rheumatology Associates 1989 - 1999
Skills
Customer Relations, Health Insurance, Healthcare, Insurance, Medicare Supplements, Medicare, Medicare Part D, Marketing Strategy, Marketing Communications, Marketing Research, Recruitment/Retention, Universal Life, Whole Life, Health Savings Accounts, Long-term Care, Term Life Insurance, Account Management, Life Insurance, Brokers, Disability Insurance, Customer Service, New Business Development, Health Policy
Education
The University of Texas at Arlington 1989 — 1991
Bachelor of Business Administration (BBA)
Mountain View College 1988 — 1989
Associate's degree
Melissa Lopez, CSA, CHRS's The Brokerage Inc. Experience February 2013 - March 2014
Job Small Group Manager Sales/Service at Aetna
Industry Insurance
Experience
Aetna November 2014 - Present
Aetna March 2014 - Present
The Brokerage Inc. February 2013 - March 2014
Aetna 2007 - August 2012
BenefitMall 2003 - 2007
Skills
Health Insurance, Medicare, Medicare Part D, Medicare Advantage, Sales, Employee Benefits, Health Savings Accounts, Insurance, Disability Insurance, Brokers, Managed Care, Health Care Reform, Long-term Care, HMO, Healthcare, Term Life Insurance, Life Insurance, Underwriting, COBRA, Management, Strategic Planning, Group Insurance, Voluntary Employee..., Workers Compensation, Fixed Annuities, Long Term Care Insurance, Accident, Critical Illness, Leadership
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor of Business Administration (BBA), Human Resources Management and Services
Aetna November 2014 - Present
Aetna March 2014 - Present
The Brokerage Inc. February 2013 - March 2014
Aetna 2007 - August 2012
BenefitMall 2003 - 2007
Skills
Health Insurance, Medicare, Medicare Part D, Medicare Advantage, Sales, Employee Benefits, Health Savings Accounts, Insurance, Disability Insurance, Brokers, Managed Care, Health Care Reform, Long-term Care, HMO, Healthcare, Term Life Insurance, Life Insurance, Underwriting, COBRA, Management, Strategic Planning, Group Insurance, Voluntary Employee..., Workers Compensation, Fixed Annuities, Long Term Care Insurance, Accident, Critical Illness, Leadership
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor of Business Administration (BBA), Human Resources Management and Services