The Insurance Exchange
Address: 9713 Key W Ave, Rockville, MD 20850 Hours: Closed ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (301) 279-5500: : : : : Website: Category: : Place name: Website: http://www.tie-inc.com/ 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. 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 The Insurance Exchange Posting publicly on the Web Write a review Reviews 3 Google reviews From The Insurance Exchange "The Insurance Exchange is a large regionally based, high-service insurance brokerage and consulting firm focused on the mid-market, with clients around the globe. Our areas of specialty include: employee benefits consulting, employee benefit plan...More "The Insurance Exchange is a large regionally based, high-service insurance brokerage and consulting firm focused on the mid-market, with clients around the globe. Our areas of specialty include: employee benefits consulting, employee benefit plan administration, HR compliance and support services, payroll/HCM technology consulting, retirement plan services, wellness programs, commercial property and casualty, safety, loss control, bonding, risk management, claims management, workers compensation, wealth management, and international insurance (including war risk countries)." Latest PostsPosts from The Insurance Exchange View previous posts on Google
The Insurance Exchange List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Insurance Exchange. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Insurance Exchange Employees
Employee Benefits Corporation of America October 2013 - Present
The Potomac Companies, Inc. March 2013 - September 2013
The Insurance Exchange October 2011 - March 2012
The Meltzer Group February 2006 - October 2011
Wolf & Cohen Financial Services June 1997 - February 2006
Skills
FSA, Insurance, Disability Insurance, Health Savings Accounts, Health Insurance, Employee Benefits, Brokers, Benefits Administration, Underwriting, Claim, Workers Compensation, Commercial Lines, Account Management, Cold Calling, Fixed Annuities, Life Insurance, 401k, Strategic Financial..., Customer Service, Professional Liability, Financial Risk, Umbrella Insurance, Mutual Funds, Training, Risk Management, Property & Casualty..., Sales, Medicare, Employment Practices..., Liability, Retirement, Long-term Care, Retirement Planning, Strategic Planning, Managed Care, Pensions, D&O, Team Building, Leadership, Legal Liability, Sales Management
Education
University of Maryland University College
Self-employed June 2012 - Present
The Insurance Exchange August 2009 - Present
The Insurance Exchange August 2009 - Present
Skills
Insurance, Property & Casualty..., Umbrella Insurance, Commercial Insurance, Professional Liability
Education
St Leo Universtiy
Bachelor's degree, Accounting
The University of Montana
American National March 2015 - Present
The Insurance Exchange June 2012 - September 2014
State Farm Insurance February 2010 - April 2011
Banc Of America Insurance Services April 2007 - February 2010
State Farm Agency February 2000 - December 2006
Spradlin Insurance Agency/Farmers Insurance October 1997 - December 1999
Skills
Insurance, Home, Umbrella, Health, Customer Satisfaction, Customer Service, Annuities, Underwriting, Coaching, Banking, Health Insurance, Excel, Outlook, Word, PowerPoint, Microsoft Office, Account Management, Process Improvement, Problem Solving, Negotiation, Commercial Insurance, Disability Insurance, Selling, Healthcare, Lead Generation, General Insurance, Advertising, Research, Fundraising, Credit, Customer Relations, Umbrella Insurance, Customer Retention, Property, Training, Brokers, Analysis, Life Insurance, Call Centers, Liability, Small Business, Homeowners, Claim, Employee Benefits, Term Life Insurance, Risk Management, Casualty, Universal Life, Long Term Care Insurance, Life
Education
Licensed Insurance Agent 1997 — 2000
Sales, Licensed Insurance Agent
Cooper High School 1981 — 1983
Cisco College
The Insurance Exchange January 2012 - Present
The Insurance Exchange January 2004 - January 2012
The Insurance Exchange January 1999 - January 2004
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Healthcare, Customer Service, Microsoft Excel, Underwriting, Commercial Insurance, PowerPoint, Strategic Planning, Information Technology, New Business Development, Business Planning, Account Management
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Information Technology
The American Legion May 2015 - Present
RE/MAX Select Properties Inc March 2013 - Present
Loudoun County Chamber of Commerce October 2014 - Present
Cub Scouts October 2013 - Present
7Company® LLC February 1985 - May 2014
BNI, (Dulles Elite Network) October 2013 - April 2014
The Insurance Exchange February 2008 - September 2013
Long & Foster Companies November 2012 - March 2013
Boy Scouts of America January 2011 - June 2012
Northern Virginia Technology Council 2006 - July 2010
Skills
Buyer Representation, New Home Sales, Relocation, Sellers, ABR, Residential Homes, Townhomes, Listings, Investment Properties, Real Estate Transactions, Senior Real Estate, Real Estate, New Homes, Move Up Buyers, Single Family Homes, Real Property, Property, Commercial Real Estate, Buyers, Referrals, Selling, Seniors, Employee Benefits, HUD, Condos, Leadership, Short Sales, Luxury, Investors, REO, Foreclosures, Home Staging, Brokerage, First Time Home Buyers, Apartments, Rentals, Resellers, Corporate Relocation, Real Estate Financing, Leases, Contract Negotiation, Property Management, Tenant, Insurance, Real Estate Economics, House, Real Estate License, FHA, Real Estate Development, Agents
Education
San Jose State University 1976 — 1978
Master of Public Administration (MPA), Public Administration, 3.8
Colorado State University-Pueblo 1973 — 1976
BSBA, Bachelor of Science, Business Administration, Business Administration and Management, General, 3.4
Protorae Law, PLLC December 2014 - Present
Wiley Rein LLP December 2011 - December 2014
TEAM Enterprises/MillerCoors January 2008 - December 2011
TEAM Enterprises/MillerCoors March 2006 - December 2008
The Insurance Exchange November 2004 - March 2006
Skills
Marketing, Event Planning, Social Media, Marketing Communications, Sales, Editing, Brand Awareness, Seminars, Receptions, Webinars, Sponsorship Relations, Public Relations, Vendors, Client Liaison, Manage Client..., CRM, Presentations, Social Media Marketing, PowerPoint, Operating Budgets, Competitive Analysis, Data Analysis, Client Education, Email Marketing Software, Email Newsletter Design, Employee Training, Summary Reports, Proposal Production, Incentive Programs, Microsoft Excel, Web Content, Expense Reports, Experiential Events, Legal Marketing, Facebook
Education
James Madison University 2002 — 2004
BS, Communications, Public Relations
Campbell University 2000 — 2002
Communications
NFP Property & Casualty Services, Inc. March 2015 - Present
AH&T Insurance June 2013 - March 2015
The Insurance Exchange September 2010 - June 2013
Johnson & Strachan, Inc. May 2007 - October 2009
Ashcraft & Associates, Inc. May 2006 - May 2007
DDM, Inc. January 2004 - May 2006
USAA January 1993 - January 2004
Skills
Insurance, Property & Casualty..., Underwriting, Professional Liability, Liability, Legal Liability, Risk Management, Claim, Commercial Insurance, D&O, Casualty, Workers Compensation, Brokers, Commercial Lines, Umbrella Insurance, Employment Practices..., Government Contracting, Contract Review, Fiduciary Liability, International Insurance, DBA, ERISA, Crime, Cyber Liability, Kidnap & Ransom, Transit Insurance, Account Management, Casualty Insurance
Education
Strayer University (VA) 2007 — 2013
Bachelor of Science (B.S.), Business Administration and Management with Concentration in Contract Management, 3.4
Strayer University (VA)
Associate of Science (A.S.), Acquisitions and Contracts Management
Trustmark Voluntary Benefit Solutions May 2015 - Present
Workforce Concepts October 2014 - May 2015
Humana May 2010 - June 2014
Humana May 2007 - June 2010
The Insurance Exchange 2006 - May 2007
Denex Dental 2005 - 2006
BenefitMall 2003 - 2005
Hartford Life 1993 - 2003
Skills
Sales, Disability Insurance, Sales Operations, Employee Benefits, Health Insurance, Health Savings Accounts, Life Insurance, Insurance, Brokers, Underwriting, Term Life Insurance, Long-term Care, Medicare, Strategic Planning, Benefits Administration, Account Management
Education
Strayer University 1999 — 2003
Bachelor's, Business Management - Summa Cum Laude
Hayfield Secondary 1989 — 1993
The Insurance Exchange August 2013 - Present
Skills
Marketing, Sales, Customer Service, Insurance, Life Insurance, Property & Casualty..., Team Building, Commercial Insurance
Education
Spertus Institute of Jewish Studies 2014 — 2016
Master in Non-Profit Management
Optima Health March 2012 - Present
Aetna July 2011 - April 2012
Independent Insurance Agent August 2010 - August 2011
The Insurance Exchange May 2009 - August 2010
WellCare Health Plans 2006 - 2009
UnitedHealthcare/PacifiCare/Pacific Life (Acquisitions) August 1996 - July 2006
Skills
Brokers, Underwriting, Employee Benefits, Medicare, Insurance, Account Management, Health Insurance, Managed Care
Education
The University of Texas at Austin
Communications
University of Phoenix
BS, Business Management
FDA CFSAN December 2012 - Present
Ola's Egyptian Kitchen January 2000 - Present
NIST July 2012 - December 2012
NIST July 2010 - July 2011
NIST July 2007 - July 2010
The Insurance Exchange 2004 - 2007
Overseas 2000 - 2004
Skills
Team Building, Business Analysis, Customer Relations, Change Management, Dreamweaver, Excel, Editing, English, Government, Internet, Leadership Development, Languages, Team Leadership, Microsoft Office, Program Management, Operations, Strategic Planning, Public Relations, Teamwork, Baklava, Flexibility, Adaptability, Motivation, High level of initiative, Organizational..., CommonSpot, Web Services, Organizational..., Time Management, Communication, Goal Oriented, Problem Solving, Patience, Independence, Responsiveness, Foreign Languages, Common Sense, Sense Of Responsibility, Cultural Diversity, Cultural Sensitivity, Customer Service, Employee Benefits, Marketing, Policy, Project Planning, Database Administration, Budgets, Microsoft Excel
Education
University of Maryland University College 2009 — 2011
Columbia Union College 2007 — 2009
Clements High School Sugar Land, Texas 1983 — 1987
Northwestern Mutual October 2011 - November 2011
The Insurance Exchange March 2010 - August 2011
The Insurance Exchange December 2008 - March 2010
UnitedHealthcare April 2007 - September 2008
Skills
Customer Service, Sales Operations, Sales Support, Account Management
Education
Centenary College of Louisiana
Business Management
Richland Community College
Business
The Insurance Exchange, Inc. June 2008 - Present
The Insurance Exchange April 2001 - May 2008
Moxie Machine and Tool, Inc. 1997 - 2001
Skills
Corporate Finance, Employee Benefits, Human Resources, Operations Management, Negotiation, Accounting, Finance, Employment Law, Office Administration, Insurance, Contract Negotiation, Strategic Planning, Financial Risk, Health Insurance, Commercial Insurance, Liability, Mergers, Sales, New Business Development, Legal Liability, Recruiting, Strategy, Professional Liability, Life Insurance, Payroll, Casualty, Risk Management, Disability Insurance, Budgets, Executive Management, Leadership Development, Leadership, Mergers & Acquisitions, Business Strategy, Problem Solving, Workers Compensation, Benefits Administration, Underwriting, Brokers, Financial Analysis, Small Business, Property & Casualty..., Umbrella Insurance, Employment Practices..., Commercial Lines, Term Life Insurance, D&O, Management
Education
Hood College 2001 — 2004
MBA, Business and Finance
Hood College 1999 — 2001
B.A., Business Management
TJHS 1990 — 1994
MD High School Diploma, General Studies
Financial Benefit Services, LLC June 2012 - Present
The Insurance Exchange April 2010 - June 2012
Aetna June 2007 - April 2010
Northwestern Mutual July 2006 - June 2007
Skills
Group Benefits, Employee Benefits, Insurance, Benefits, Healthcare, Disability Insurance, Account Management, Health Insurance, New Business Development, Marketing, Group Insurance, Claim, Employee Relations, Sales, Health Savings Accounts, Life Insurance, Open Enrollment, Casualty, Underwriting, Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Certified Employee Benefit Specialist (CEBS), Group Benefits Associate (GBA)
University of Delaware 2001 — 2005
Bachelor of Arts, Criminal Justice
United Insurance Services, Ltd. October 2011 - Present
Mutual of Omaha July 2010 - June 2012
InsureUs Corp. July 2009 - July 2010
HBW Insurance & Financial Services Inc. November 2007 - July 2010
Goebel Holdings, Inc December 2005 - June 2010
The Insurance Exchange April 2005 - June 2010
Futurity First Insurance Group (FFIG) December 2008 - June 2009
Sodexho Services April 2007 - November 2007
Farmers Insurance Group April 2007 - November 2007
Aramark Services July 2006 - March 2007
Skills
Insurance, Health Insurance, Life Insurance, Employee Benefits, Long-term Care, Fixed Annuities, Disability Insurance, Managed Care, Retirement, Mutual Funds, Sales, Medicare, Small Business, Umbrella Insurance, Property & Casualty..., Financial Services, General Insurance, Accident, Leadership, Finance, Management, Investments, Retirement Planning, Training, 401k, Term Life Insurance, Strategic Planning, Claim, Long Term Care Insurance, Critical Illness, Program Management, Estate Planning, Recruiting, Casualty, Underwriting, Banking, Whole Life, Wealth, Health Savings Accounts, Cold Calling, Financial Planners, Time Management, Workers Compensation, Brokers, Universal Life, Commercial Insurance, Strategic Financial..., Sales Presentations, Healthcare
Education
Northern Illinois University 1995 — 1999
Master of Science, Nutrition
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor's degree
The Insurance Exchange January 2014 - September 2015
Femme Comp, Inc 2012 - 2013
Alliant Insurance Services 2005 - 2007
Pepsi Bottling Group 2004 - 2005
Allstate 2002 - 2003
Village of Schaumburg 2001 - 2002
Seventh Judicial Circuit Court 2000 - 2001
Skills
Employee Benefits, Human Resources, Employee Relations, Benefits Administration, New Hire Orientations, Personnel Management, Training, Customer Service, Legal Compliance, Policy Writing, Interviews, Deferred Compensation, Procedure Manuals, Legal Research, Procedure Development, Legal Writing, Property & Casualty..., CALEA, Compliance, Health Insurance, Legal, Health Care Reform, Affordable Care Act, Management, Policy
Education
Stetson University College of Law 1997 — 2000
Juris Doctor, Law
Pennsylvania State University 2010 — 2012
Master's Degree, Human Resources and Employee Relations
Florida State University 1994 — 1997
Bachelor of Science (B.S.), Criminology
DAHU July 2013 - Present
HR&P Solutions March 2013 - Present
The Insurance Exchange 1998 - March 2013
FWAHU / DAHU July 2011 - July 2012
CIGNA June 2008 - August 2010
Skills
Employee Benefits, Health Insurance, Disability Insurance, Health Savings Accounts, Management, Insurance, Medicare, Brokers, Long-term Care, Term Life Insurance, Underwriting, Fixed Annuities, Life Insurance, COBRA, Accident, Group Insurance, Benefits Administration, Health Care Reform, Flexible Spending..., Human Resources, Cafeteria Plans, Group Medical, Insurance Brokerage, HMO, ERISA, PPO, Account Management, Voluntary Employee..., Self-funded, HIPAA, Open Enrollment, General Insurance, Health Policy, Critical Illness, Workers Compensation, Whole Life, 401k, Direct Sales, Employee Wellness, Long Term Care Insurance, Retirement, Commercial Insurance, Small Business, Benefits Design, Claim, Universal Life, Defined Benefit, Medicare Part D, Executive Pay
Education
University of Houston 1990 — 1992
Assoc, Accounting
The Insurance Exchange January 2006 - Present
WellPoint December 1999 - January 2006
UNICARE LIFE & HEALTH INSURANCE COMPANY 1999 - 2006
Unicare 1999 - 2006
UniCare Life & Health (a Division of Wellpoint, Inc.) 1999 - 2006
Prudential Healthcare December 1993 - December 1999
Skills
Employee Benefits, Managed Care, Underwriting, Health Savings Accounts, Consultative Selling, Strategic Planning, Disability Insurance, New Business Development, Risk Management, Health Insurance, Selling, Insurance, Workers Compensation, Benefits Administration, D&O, Brokers, Sales, Life Insurance, Healthcare
Education
University of Maryland Baltimore County 1988 — 1992
BS, Actuarial Mathematics
University of Maryland Baltimore County 1988 — 1992
BS - Actuarial Mathematics, Actuarial Science
The Insurance Exchange June 2015 - August 2015
U.S. Census Bureau May 2014 - August 2014
The Executive Office of the President May 2012 - August 2012
Educational Systems Federal Credit Union September 2008 - May 2010
Skills
Customer Service, Leadership, Public Speaking, Research, Microsoft Office, Social Media, Event Planning, Microsoft Excel, Teamwork, Financial Analysis, Business Strategy, Business Process..., Management, Finance, Data Analysis, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor’s Degree, Business Finance, Senior
The Insurance Exchange October 2014 - Present
The Insurance Exchange October 2013 - September 2014
The Insurance Exchange June 2011 - October 2013
The Insurance Exchange May 2008 - June 2011
Skills
Employee Benefits, Commercial Insurance, Health Insurance, Insurance, Training, Benefits Administration, Account Management, Leadership, Health Savings Accounts, Marketing Strategy, Human Resources, Property & Casualty..., Life Insurance, Workers Compensation, Marketing
Education
Temple University 2004 — 2005
University of Maryland College Park
Family Science
XcelHR August 2010 - December 2014
The Insurance Exchange July 2008 - August 2010
Bowie Baysox May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Marketing Strategy, Market Research, Social Networking, Social Media Marketing, New Business Development
Education
St. Mary's College of Maryland 2004 — 2008
Bachelor of Arts, Economics
Dade Paper Company December 2010 - Present
The Gazette Newspaper April 2009 - December 2010
The Insurance Exchange September 2005 - February 2009
Willis of California June 2002 - June 2005
Frank Crystal & Company March 2000 - June 2002
Skills
New Business Development, Sales, Account Management, Budgets, Cold Calling, Marketing, Sales Presentations, B2B, Customer Service, Social Media Marketing, Sales Management, Sales Process, Employee Benefits, Strategic Planning, Salesforce.com, Marketing Strategy, Social Media, Insurance, Direct Sales, Management, Selling, Team Building, Contract Negotiation, Public Relations, Customer Satisfaction, Negotiation, Public Speaking, Advertising, Sales Operations, Small Business, Recruiting, Marketing Communications, Retail, Business Development, Event Planning, Leadership, Human Resources, Social Networking, Coaching, Networking, Lead Generation, Training
Education
Monmouth University 1983 — 1987
B.A., TV and Radio Broadcasting
The Insurance Exchange November 2014 - Present
State Farm-Jessica Cortes Agency May 2013 - October 2014
Essential Data Corporation 2012 - 2013
Contractor to Intelligence Community 2011 - 2011
Contractor to Intelligence Community 2011 - 2011
SenecaOne Finance 2005 - 2009
Skills
Business Development, Lead Generation, Business Analysis, Team Building, Sales Management, Cold Calling, New Business Development, Consulting, Property & Casualty..., Life Insurance, Business Networking, Health Insurance..., Sales Presentations, Recruiting, Human Resources, Talent Acquisition, Employee Relations, Sourcing, Technical Recruiting
Education
Aesthetics Institute of Cosmetology 2012 — 2012
Makeup Artistry, Makeup Artistry
Strayer University 1997 — 1998
Business Management
Quince Orchard 1989 — 1993
ConnectYourCare July 2014 - Present
The Insurance Exchange July 2012 - July 2014
Crawford Advisors, LLC May 2011 - June 2012
Aon Hewitt June 2010 - May 2011
RCM&D 2000 - 2010
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Benefits Administration, Term Life Insurance, Workers Compensation, Underwriting, Property & Casualty..., Life Insurance, Health Savings Accounts
Education
Towson University 1996 — 1998
Masters in Human Resource Development
Towson University 1996 — 1998
Bachelor's degree, Psychology
National Wellness Institute
Certified Worksite Wellness Specialist
Benefit Technology Resources July 2015 - Present
ConnectYourCare July 2014 - July 2015
The Insurance Exchange July 2012 - July 2014
RCM&D April 2001 - June 2009
The National Aquarium in Baltimore 1998 - 2000
Education
Towson University 1996 — 1998
MS Human Resource Development
Towson University 1994 — 1996
BS Psychology
The Insurance Exchange
Skills
Insurance, Process Improvement, Customer Service, Health Insurance, Employee Benefits, Strategic Planning, Business Analysis, Microsoft Excel, Project Management, Microsoft Office
Education
University of Nebraska-Lincoln 1985 — 1989
Bachelor of Arts (B.A.), Speech Communication
University of Nebraska at Kearney 1992 — 1994
Business Administration and Management, General
The Insurance Exchange July 2011 - Present
Principal Financial Group March 2010 - December 2010
Principal Financial Group March 2008 - March 2010
Principal Financial Group February 2006 - March 2008
Principal Financial Group April 2005 - February 2006
Principal Financial Group January 2001 - November 2002
Principal Financial Group March 1997 - January 2000
Principal Financial Group October 1990 - March 1997
Inwood National Bank January 1986 - October 1990
Skills
Insurance, PowerPoint, Outlook, Microsoft Excel, Health Insurance, Sales, Marketing, Brokers, Employee Benefits, Life Insurance, Management, Underwriting, Health Savings Accounts
Education
Brookhaven Community College
Ada S. McKinley Community Services, Inc 2015 - Present
Seeking full time employment October 2011 - Present
NCBA September 2011 - January 2015
Marsh December 2005 - August 2008
Marsh usa December 2005 - August 2008
The Insurance Exchange 1998 - 2002
Skills
Insurance, Brokers, Customer Service, Property & Casualty..., Training, Underwriting, Casualty, Commercial Insurance, Sales, Commercial Lines, Casualty Insurance, D&O, Excess, Claim
Education
City Colleges of Chicago-Harold Washington College
Harold Washington
LearningMate November 2014 - Present
John Wiley and Sons April 2013 - November 2014
John Wiley and Sons February 2011 - April 2013
Kirkman & Conway October 2010 - February 2011
The Insurance Exchange February 2004 - August 2010
Office of Population Affairs November 2003 - January 2004
BISYS Insurance Services February 2003 - October 2003
American Association of University Women May 2001 - August 2001
Skills
Editorial, Account Management, Publishing, Public Relations, Sales Management, Marketing Strategy, Leadership, Copywriting, Copy Editing, Social Media Marketing, Press Releases, Sales, Marketing, Recruiting, Microsoft Excel, Customer Service, Strategic Planning, Business Development, Employee Benefits, New Business Development, Social Media, Outlook, Microsoft Office, Non-profits
Education
University of Maryland College Park 1998 — 2002
BA, English Language & Literature
Financial Integrity Partners May 2008 - Present
Transamerica Agency Network, Inc. 2013 - 2014
The Insurance Exchange 2008 - 2011
Altig - American Income Life Insurance Company 2009 - 2009
Wells Fargo Home Mortgage 2007 - 2009
Allstate 2005 - 2007
Allstate 2005 - 2007
Lawndale Business Development Corporation 1987 - 1989
Education
Roosevelt University
Bachelors of Science, Business Administration
University of Illinois at Urbana-Champaign
Masters, Education
marshall high school
Aronow Insurance April 2000 - Present
Erie Insurance Group 1982 - Present
The Insurance Exchange January 1978 - January 1982
Skills
Insurance, Property & Casualty..., Sales, Commercial Lines, Claim, Sales Management, Customer Service, Commercial Insurance, Team Building, Umbrella Insurance, Marketing, New Business Development, Account Management, Casualty
Education
Montgomery College
The Insurance Exchange January 2002 - Present
Great-West Life August 1992 - December 2001
Lincoln National October 1989 - August 1992
Mark T Birns MD June 1988 - October 1989
Skills
Employee Benefits, Group Benefits, Insurance, Account Management, Disability Insurance, Health Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Life Insurance, Benefits Administration, Brokers, Critical Illness, Claim, COBRA, Recruiting, Underwriting, Management
Education
Frederick Community College 1983 — 1988
Business Administration, Business Administration and Management, General
Salisbury University 1980 — 1982
Business
Kingston Insurance Agency 1994 - Present
THE INSURANCE EXCHANGE 1988 - 1994
Skills
Commercial Insurance, Professional Liability, General Liability, Underwriting, Workers Compensation, Customer Service, D&O, General Insurance, Umbrella, Customer Relations, Property & Casualty..., Liability, New Business Development, Commercial Lines, Administration, Umbrella Insurance, Inland Marine, Risk Management
Education
Plymouth State University 1984 — 1988
BS, OFFICE ADMINISTRATION
SANBORN REGIONAL HIGH SCHOOL 1980 — 1984
DIPLOMA, BUSINESS
Arthur J. Gallagher & Co. August 2015 - Present
Early, Cassidy & Schilling August 2013 - August 2015
Kaiser Permanente February 2004 - August 2013
The Insurance Exchange February 2003 - February 2004
BenefitMall January 1996 - February 2003
Skills
Insurance, Employee Benefits, Health Savings Accounts, Underwriting, Health Insurance, Long-term Care, Health Care Reform, Business Development, Managed Care, Medicare, Disability Insurance, Account Management, Sales, Healthcare, Brokers, Term Life Insurance, Management, Life Insurance, Strategic Planning, Strategic Financial..., Leadership, COBRA, Sales Management, Dentistry
Education
Penn State University 1978 — 1983
B.S, The Administration of Justice
Alliance Insurance Services, Inc May 2011 - March 2014
Shannon and Luchs November 2010 - 2011
Stanley Associates January 2009 - August 2010
Marsh October 2005 - September 2008
The Insurance Exchange November 1982 - October 2005
The Harris Agency 1978 - 1981
Skills
Property & Casualty..., Risk Management, Insurance, Legal Liability, Management, New Business Development, Employee Benefits, Strategic Planning, Business Development, Training, Professional Liability, D&O, Casualty, Mergers & Acquisitions, Underwriting, Disability Insurance
Education
University of Maryland College Park
BS/MLS, Education/Library Science
Independent Agent/Consultant September 2014 - Present
The Insurance Exchange March 2013 - September 2014
Trustmark Insurance an November 2008 - February 2013
Texans Insurance Group 2007 - 2008
Perry Hunter Hall Insurance 1999 - 2006
Blue Cross and Blue Shield of TX 1982 - 1999
Skills
Health Insurance, Employee Benefits, Self-funded, TPA, Stop Loss, Large Groups, Small Groups, Sr Account Executive, HRA, HSA, Health Savings Accounts, Brokers, Long-term Care, Selling, Disability Insurance, Term Life Insurance, Sales, Critical Illness, COBRA, Insurance, Universal Life, Whole Life, Medicare, Fixed Annuities, Underwriting, Long Term Care Insurance, 401k, Workers Compensation
Education
Abilene Christian University 1976 — 1980
BSED, Education
BenefitMall August 2013 - May 2014
Insphere Insurance Solutions October 2011 - July 2013
Astra HR/ XcelHR February 2009 - May 2011
The Insurance Exchange 2004 - 2008
Skills
Employee Benefits, Health Savings Accounts, New Business Development, Disability Insurance, Health Insurance, Employee Relations, Workers Compensation, 401k, Account Management, COBRA, Term Life Insurance, Life Insurance, Insurance, Sales, Long-term Care, Benefits Administration, Underwriting, Brokers, Accident, Critical Illness, Medicare
Education
Fairleigh Dickinson University 1991 — 1993
The Novick Group June 2015 - Present
Elaine Lewis- Yoga September 2013 - Present
Early, Cassidy & Schilling January 2013 - June 2015
Willis July 2000 - December 2012
The Insurance Exchange April 1998 - July 2000
Shannon & Luchs Insurance Agency May 1992 - April 1998
Skills
Licensed Property &..., Black Belt, Hatha Yoga, Leadership, Marketing, Casualty, Property & Casualty..., New Business Development, Legal Liability, Casualty Insurance
Education
Jala Yoga - Shepherdstown, WV
200 Hour Teacher Training
Yoga Fit 2013 — 2013
Yoga Fit Level One Teacher Training, Hatha Yoga
American Institute for CPCU Insurance Institute of America 1997 — 2001
CPCU Designation
Northern Virginia Community College
Associates Degree
Alliant Insurance Services, Inc. April 1995 - Present
Oncor Communications 1993 - 1995
The Insurance Exchange 1989 - 1993
Skills
Employee Benefits, Insurance, Health Insurance
Education
University of Maryland College Park 1984 — 1988
BS, Journalism
Eleanor Roosevelt High School, Greenbelt, MD
Blue Cross Blue Shield of Texas July 2011 - Present
Principal Financial Group June 2008 - July 2011
The Insurance Exchange 2007 - 2008
Foster Benefit Resources 2000 - 2007
UnitedHealth Group April 1999 - September 2000
Skills
Health Insurance, Brokers, Account Management, Employee Benefits, Health Care Reform, Sales Marketing, ASO Self Funded, Stop Loss, Health Savings Accounts, Health Reimbursement..., Dental Insurance, Life Insurance, Disability Insurance, Insurance, COBRA, Managed Care, Long-term Care, Medicare, Group Insurance, 401k, Sales, Claim, Marketing
Education
Wharton School, University of Pennsylvania 2011 — 2015
Certified Employee Benefit Specialist (CEBS) - May 2015
BenefitMall August 2010 - Present
Humana June 2003 - July 2010
The Insurance Exchange October 2000 - June 2003
Skills
Insurance, Underwriting, Customer Service, Sales, Health Insurance, Commercial Insurance, Account Management, Term Life Insurance, Claim, Outlook, General Insurance, Brokers, Sales Management, Microsoft Excel, Performance Management, Microsoft Word
Education
Richland Community College 1998 — 2000
AA, Science
The Insurance Exchange February 2015 - Present
The Insurance Exchange July 2013 - Present
Insurance Technologies Corporation January 2012 - June 2013
Bakers Life March 2011 - November 2011
Trustmark Companies January 2008 - March 2011
GBS Insurance Agency, Inc May 2006 - January 2008
GBS, Ins May 2006 - January 2008
Al Boenker's Ins January 2003 - May 2006
Mitchelll's Formalwear March 1993 - August 1996
Gingiss Formalwear 1980 - 1992
Skills
Insurance, Life Insurance, Sales, Underwriting, Health Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Long-term Care, Brokers, Health Savings Accounts, Small Business, Whole Life
Education
The University of Texas at Arlington 1982 — 1984
Business
The Insurance Exchange June 2013 - Present
Education
Metropolitan State College of Denver 2008 — 2013
Front Range Community College
PotomacWave August 2013 - Present
The Insurance Exchange May 2013 - August 2013
Department of Resident Life - University of Maryland May 2010 - May 2013
CP Strategy Consulting Group September 2012 - December 2012
Skills
Leadership, Communication, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Event Planning, Social Media, Data Analysis, Community Outreach, Management, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2013
Bachelor of Science (B.S.), Finance and Operations Management
Global Utility Services June 2015 - Present
The Insurance Exchange January 2013 - June 2015
S & L Pole Testing Company January 2010 - December 2012
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2006 - October 2009
Benefit Partners January 2003 - February 2006
Skills
Affordable Healthcare ..., United Healthcare, Group Healthcare..., FFM Affordadable Care...
Education
University of Nebraska at Kearney
Bachelor of Business Administration (BBA), Business Administration
Universtiy of Nebraska Lincoln
Bachelors of Arts, Speech Communication and Rhetoric