TWFG Insurance Services
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TWFG Insurance Services Employees
TWFG Insurance Services March 2015 - Present
Mary Kay Idependent Consultant February 2012 - Present
Skills
Management, Sales, Small Business, Insurance, Motorcycle Insurance, Vehicle Insurance, Customer Service, Team Building, Leadership, Training, Property & Casualty..., Coaching, Project Management, Classic vehicle..., Life & Health Insurance
Education
Texas A & I University 1984 — 1986
Education, K-6
Texas A&M University 1983 — 1984
Education
Guardian Life June 2014 - Present
TWFG Insurance Services 2012 - 2014
Sales Associates 2012 - 2013
Allstate 2008 - 2012
Skills
Property & Casualty..., Insurance, Customer Service, Management, Umbrella Insurance, Commercial Insurance, Financial Analysis, Financial Services, Marketing Strategy, Sales
Education
University of North Texas 2010 — 2013
Bachelor of Arts (B.A.), History
California Lutheran University 2013 - Present
TWFG Insurance Services 2011 - 2013
Casa Pacifica 2007 - 2011
PathPoint 2010 - 2010
Skills
Public Speaking, Event Planning, Community Outreach, Microsoft Excel, Higher Education, Microsoft Office, Leadership, PowerPoint, Strategic Planning, Teaching, Management, Program Management
Education
California Lutheran University 2007 — 2009
Master of Science (MS), Counselor Education/School Counseling and Guidance Services
Mount St. Marys College 2002 — 2006
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
TWFG Insurance Services June 2015 - Present
Elpis Strategies/ Extended Stay Strategies September 2014 - Present
Morrell Farms August 2007 - March 2015
Dr. Roy J. Morrell Chiropractor March 2011 - May 2014
Skills
Hiring, Leadership Development, Employee Training, Payroll, Management, Human Resources, New Hire Orientations, Operations Management, Internet Recruiting, Leadership, Microsoft Office, Customer Service, Recruiting
Education
Lamar University 2013 — 2014
BBA Human Resource Management, Human Resource Management
Lamar University 2007 — 2013
BBA Management, Management
AAA Texas November 2014 - Present
NTX School October 2011 - Present
TWFG Insurance Services April 2008 - November 2014
Skills
Customer Service, Sales, Team Building, Microsoft Office, Small Business, Negotiation, Life Insurance, Real Estate, Term Life Insurance, Process Improvement, Umbrella Insurance, Health Insurance, Insurance, Disability Insurance, Commercial Insurance, General Insurance, Property & Casualty...
Education
The University of Texas at Arlington 1990 — 1995
Bachelor's Degree, Mathematics and Computer Science
PepsiCo June 2015 - August 2015
TWFG Insurance Services July 2012 - May 2015
Autos-Mobiles May 2010 - May 2015
Seton Healthcare Family August 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, Event Planning, Team Leadership, English, Windows, Financial Modeling, Statistical Data..., R
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Business Honors, Finance
TWFG Insurance Services January 2010 - Present
Southeast Hardwood Flooring Distributors Inc. April 1992 - May 2009
Wood Floor Finishers August 1990 - May 2009
GSMJM Properties Inc. January 1995 - January 2009
The Pizza Oven December 1998 - December 2000
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Umbrella Insurance, Sales Management, New Business Development
Education
University of New Orleans 1984 — 1986
GENERAL
Rummel High School 1980 — 1984
High School Diploma, General
TWFG Insurance Services July 2014 - Present
Gordy Bunch for Texas December 2013 - May 2014
Envision EMI April 2013 - August 2013
Envision EMI June 2012 - August 2012
US Army May 2006 - May 2010
Skills
Team Leadership, JavaScript, Time Management, Programming, Teaching, Leadership, Public Relations, Facebook, Outlook, Data Analysis, Policy, Analysis, Marketing, Sales, Community Outreach
Education
University of Houston 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Noble Drilling November 2014 - Present
Noble Drilling December 2012 - Present
Noble Drilling May 2011 - December 2012
TWFG Insurance Services June 2007 - May 2011
Allstate August 2001 - June 2007
Education
Sam Houston State University 2003 — 2005
Spring Woods Financial Group December 2013 - Present
TWFG Insurance Services May 2013 - December 2013
Automotive Loan & Insurance Services August 2011 - May 2013
Dell May 2009 - April 2011
Skills
Property & Casualty..., Technology, Sales, Automotive, Consumer Lending, Relationship Driven, Refinance, Licensed Property &..., Licensed Life & Health..., Solution Selling, Customer Retention, Customer Service, Customer Satisfaction, Commercial Insurance, Insurance, Direct Sales, Life Insurance, Underwriting, Health Insurance, Employee Benefits, Salesforce.com, Sales Process
Education
Texas A&M University 2004 — 2008
Bachelor of Science (BS), Psychology
TWFG Insurance Services July 2013 - Present
PolicyPro Insurance April 2013 - July 2013
Liberty Mutual Insurance January 2012 - April 2013
Zone Baseball Academy/ Dynasty Baseball January 2011 - June 2012
Colorado Rockies Baseball Club January 2011 - February 2012
Skills
Sales & Marketing..., Risk Management, B2B, Selling, Motivational Speaking, Wordpress
Education
Lamar University 2009 — 2010
bachelors, applied arts and sciences
Hardin Jefferson
Lamar University
Bachelors of Applied Arts, and Sciences
Northwestern State University
TWFG Insurance Services January 2013 - Present
State Farm/Ron Sunstrom Agency August 2005 - December 2012
Richardson Independent School District August 2000 - May 2004
Putt-Putt Golf & Games March 2000 - March 2001
Skills
Highly Organized, Good Oral &..., Detail Oriented, Marketing, Insurance, Property & Casualty..., Customer Service, Commercial Insurance, Sales, Life Insurance, Sales Management, General Insurance, Account Management, Umbrella Insurance, Health Insurance, Team Building, Workers Compensation
Education
Sam Houston State University 1977 — 1981
BBA, Business Administration
Westbury HS
CSC - Computer Sciences Corporation January 2014 - Present
Downtown Fort Worth, Inc. April 2013 - April 2013
TWFG Insurance Services 2008 - 2011
GSA June 2006 - August 2006
Skills
Data Entry, Customer Service, Microsoft Office, Insurance, Microsoft Excel, Microsoft Word, PowerPoint, Call Centers, Sales, Property & Casualty..., Customer Satisfaction, General Insurance, Windows, Time Management, Software Documentation, Team Building, Troubleshooting
Education
Tarrant County College 2005 — 2011
Associate of Arts and Sciences (A.A.S.), Office administration
Empyrean Benefit Solutions, Inc. January 2014 - Present
Empyrean Benefit Solutions January 2013 - January 2014
Empyrean Benefit Solutions January 2012 - January 2013
Self Employed 2011 - 2012
Principal Financial Group 2009 - 2011
TWFG Insurance Services 2007 - 2009
Hewitt Associates 2003 - 2007
Stephen F. Austin State University 1999 - 2003
Skills
Employee Benefits, Human Resources, Performance Management, Benefits Administration, Insurance, Health Insurance, Strategic Planning, Recruiting, Team Building, Training, Employee Relations, Talent Management, Customer Service, Process Improvement, HRIS, Leadership Development, Leadership, Management, Succession Planning, Employee Engagement, Business Strategy, Vendor Management, Workforce Planning, Deferred Compensation, Project Management, Defined Benefit, HR Consulting, Account Management, Sales, Relational Databases, Operations Management, Workflow Management, Organizational..., Organizational Design, COBRA, Program Management, Outsourcing, Change Management, Interviews, Business Analysis, SDLC, Business Development, CRM, Software Documentation, Customer Satisfaction, Employee Training, Onboarding
Education
Stephen F. Austin State University 1997 — 2003
Bachelor of Science (BS), Psychology: Human Perception, M.A. Psychology
Crockett High School
Texas Department of Insurance
Life and Health - TDI # 1599436, Life, Health, Accident, Annuity, HMO
TWFG Insurance Services July 2015 - Present
Lance Haight State Farm June 2013 - June 2015
SRC Holdings Corporation June 2013 - August 2013
American National Property and Casualty March 2012 - May 2013
Skills
Customer Service, Time Management, Insurance, Leadership, Management, Property & Casualty..., Sales, Commercial Insurance, Life Insurance, Health Insurance, Disability Insurance, Small Business, Risk Management, Umbrella Insurance
Education
Missouri State University 2010 — 2014
Bachelor's Degree, Risk Management and Insurance
Longhorn Hip Hop (TSTV) September 2014 - Present
ButterFly Entertainment Austin May 2013 - October 2014
ALDO Group January 2014 - May 2014
ButterFly Entertainment Austin May 2013 - December 2013
American Eagle Outfitters May 2011 - May 2012
TWFG Insurance Services January 2010 - May 2010
Scott Rice Films LLC 2009 - 2009
Skills
Social Media, Social Networking, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Time Management, Facebook, Teamwork, Social Media Marketing, Marketing, QuickBooks, Point of Purchase, Retail Sales, Exceed Sales Goals
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Science (BS), Radio and Television, 3rd Year
Allstate Insurance September 2011 - Present
TWFG Insurance Services September 2009 - August 2011
Allstate August 2000 - September 2009
Education
Lamar University 2001 — 2006
Bachelor's degree, Criminal Justice and Political Science
TWFG Insurance Services November 2011 - Present
City of Waco Fire Department March 1999 - Present
City of Big Spring Fire Department June 1997 - March 1999
Skills
General Lines P&C..., EMT-I, Property & Casualty..., Commercial Insurance, Health Insurance, Disability Insurance, Workers Compensation, Legal Liability, General Insurance, Professional Liability, Umbrella Insurance, Casualty, Commercial Lines, Farm & Ranch Insurance, Motorcycle Insurance, RV Insurance, Insurance, Liability, Inland Marine, Life Insurance, Homeowners, Fixed Annuities, Risk Management, Underwriting, Whole Life, Sales, Term Life Insurance, Marketing, Small Business, New Business Development, Customer Service, Management
Education
Kaplan Financial Education 2012 — 2012
Life & Health General Lines License, Property and Casualty Insurance
Texas A&M Fire Academy 1997 — 1997
State Firefighter Certificate, Fire Protection
Southwest Texas Junior College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Agriculture Management
McAllen Memorial High 1989 — 1992
High School Diploma
TWFG Insurance Services Branch OwnerTWFG Insurance ServicesAugust 2011 - Present
TWFG Insurance Services February 2011 - August 2011
State Farm Insurance November 2010 - February 2011
Skills
Commercial Insurance, Liability, Insurance, Property, Term Life Insurance, General Insurance, Umbrella Insurance, Casualty Insurance, Professional Liability
Education
Lone Star College System 2003 — 2007
Associate's degree, Applied Science
VIP Insurance AgentFarmers Insurance2003 - 2013
TWFG Insurance Services October 2008 - February 2010
Skills
Human Relations, Insurance Law, Commercial Insurance
Education
Oak Ridge High Sschool 1986 — 1989
Diploma
Lone Star College System
Associates, Business Management
TWFG Insurance Services July 2010 - Present
Multiple Businesses 1981 - Present
Skills
Commercial Insurance, Auto Insurance, Homeowner Insurance, Customer Driven, People-oriented, Creative Problem Solving, Inland Marine, Flood Insurance, RV, Homeowners, Legal Liability, Renters, Umbrella Insurance
Education
University of California, Santa Cruz
Business
Dean & Draper Insurance Agency April 2015 - Present
TWFG Insurance Services April 2014 - April 2015
The Woodlands Financial Group November 2011 - April 2014
USLI November 2011 - April 2014
US Army October 1996 - March 2011
Kansas State University June 2007 - June 2010
Skills
Insurance, Training, Sales, Property & Casualty..., Leadership, Customer Service, Direct Sales, Microsoft Office, Marketing, Management, Commercial Insurance, Analysis, Outlook, Coaching, Risk Management, Strategic Planning, Team Building, Public Speaking, Sales Management, Employee Benefits, New Business Development, Recruiting, Account Management, Marketing Strategy, Salesforce.com, Leadership Development, Program Management, Workers Compensation, Microsoft Excel, Negotiation, Microsoft Word, Process Improvement, Social Media, Event Planning, Cold Calling, Sales Operations, Business Development, Budgets, Small Business, Team Leadership, Operations Management, Contract Negotiation, Customer Satisfaction, Organizational..., Professional Liability, PowerPoint, Coaching, Casualty Insurance
Education
Thomas Edison State College 2004 — 2007
Social Science/Liberal Studies
TWFG Insurance Services December 2012 - August 2015
TWFG Insurance Services December 2012 - August 2015
Acceptance Insurance January 2009 - March 2012
Skills
Commercial Insurance, General Insurance, Property & Casualty..., Umbrella Insurance, Liability
Education
Blinn College
Business Administration and Management, General
Madisonville High School
TWFG Insurance Services March 2007 - Present
Skills
Insurance, Health Insurance, Commercial Insurance, Umbrella Insurance, Liability, Property & Casualty..., Casualty, Commercial Lines, Professional Liability, Homeowners, Life Insurance, Disability Insurance, General Insurance, Workers Compensation, Legal Liability, Casualty Insurance, Customer Service
Education
University of New Orleans
TWFG Insurance Services February 2012 - Present
Younique Products June 2014 - Present
Skills
Insurance, Homeowners, Property & Casualty..., Renters, Boat, Real Estate, Sales, Customer Service, Marketing, Referrals, Umbrella Insurance, Team Building, Commercial Insurance, Management, Sales Management, Makeup, 3D Fiber Lash Mascara, Mascara, Lashes, Skin Care
Education
Lee University 1986 — 1991
Bachelor of Science (B.S.), Elementary Education and Teaching
Robnett & Associates, LLC January 2011 - Present
TWFG Insurance Services January 2011 - Present
Skills
Property & Casualty..., Insurance, Life Insurance, Home Insurance, Auto Insurance, Commercial Insurance
Education
Howard Payne University 2003 — 2007
B.A., History
RushCo Financial Services, LLC 2013 - Present
TWFG Insurance Services 2005 - 2013
Eastman Kodak, Health Sciences Division 1970 - 1990
Skills
Outlook, Management Consulting, Medicine, New Business Development, Microsoft Word, Entrepreneurship, Customer Service, Microsoft Excel, Microsoft Office, Healthcare, Business Development, Management, Insurance, Sales, Workers Compensation, Property & Casualty..., Health Insurance, Commercial Insurance, Professional Liability, General Insurance, Umbrella Insurance
Education
Columbia College
Bachelor of Arts (B.A.), Business Administration, Management and Operations
University of Washington Graduate School of Business Administration
EMBA, Business Administration, Management and Operations
Huntsville Memorial Hospital June 2008 - Present
Writer August 2006 - August 2008
TWFG Insurance Services November 2007 - June 2008
McKenzie's BBQ June 2001 - October 2007
The Huntsville Item July 2001 - January 2006
Skills
Health Insurance, Customer Service, Customer Relations, Editing, Teamwork, Insurance, Microsoft Excel, Microsoft Word, Research, PowerPoint, Public Speaking, Healthcare, Social Media, Proofreading, Event Planning
Education
Sam Houston State University 2003 — 2008
B.A; a Bachelors Degree. My, Communication Research; in communication research
Halstead Insurance Group May 2015 - Present
TWFG Insurance Services January 2003 - 2015
University of Houston June 2000 - April 2002
Skills
Insurance, Sales, Sales Operations, Property & Casualty..., Commercial Insurance, Disability Insurance, Legal Liability, Professional Liability, Health Insurance, Term Life Insurance, Workers Compensation, Fixed Annuities, Underwriting, Life Insurance, Casualty, Mortgage Lending, Liability, Estate Planning, General Insurance, Renters
Education
University of Houston 1993 — 1997
B.S., Education / Psychology
LOUISIANA HOME HELPERS MORTGAGE LLC April 2011 - Present
HGI REALTY INC September 2012 - Present
TWFG Insurance Services January 2015 - Present
ACTIVE MORTGAGE L.L.C. October 2007 - July 2010
Skills
Mortgage Lending, Certified Mortgage..., Mortgage Banking, Selling, FHA, Investors, Property, Construction Loans, Single Family Homes, Real Estate, New Homes, Move Up Buyers, Reverse Mortgages, Refinance, Government Loans, Rates, Loans, USDA, Mortgage Marketing, Investment Properties, Sellers, Underwriting, Debt Consolidation, Foreclosures, REO, HUD, FHA financing, Townhomes, Umbrella Insurance, Investments, Commercial Real Estate, Real Estate Transactions, VA loans, Insurance, Condos, Finance, Real Estate Financing, Residential Mortgages
Education
Southern University Law Center 2002 — 2003
na, contract law
Louisiana State University 1998 — 2002
B.S., Political Science - History (minor)
TWFG Insurance Services June 2015 - Present
Michael A. Crafts Insurance February 2001 - Present
Crafts & Associates LLC March 2004 - Present
The Woodlands Financial Group August 2011 - May 2015
Gateway Financial Advisors, Inc. April 2010 - August 2011
Gateway Insurance Group, Inc. April 2010 - August 2011
American National Insurance August 2007 - March 2010
Farmers Insurance Group June 2006 - June 2007
Farmers Insurance Group 2000 - 2006
Farmers Insurance Group of Companies April 1998 - February 2000
Skills
Senior Executive..., Motivation, Business Performance..., Sales Management, Developing People, Marketing Strategy, Business Planning, Securities, Life Insurance, Property and Casualty..., Property & Casualty..., Insurance, Commercial Insurance, Small Business, Fixed Annuities, Leadership, Casualty, Term Life Insurance, Disability Insurance, Umbrella Insurance, Marketing, Strategic Financial..., Brokers, Training, Long Term Care Insurance, Health Insurance, Homeowners, Legal Liability, Financial Planners, Commercial Lines, Liability, Workers Compensation, General Insurance, Whole Life, Retirement Planning, Motorcycle, IRAs, Universal Life, Renters, Retirement, Insurance Brokerage, Accident, Employee Benefits, Health Savings Accounts, Inland Marine, D&O, Critical Illness, 401k, Underwriting, Long-term Care
Education
DePaul University 2014 — 2015
Bachelor of Arts (B.A.), Organizational Leadership, 3.98
University of Oregon 1989 — 1990
General Studies, 3.95
Express Employment Professionals March 2014 - June 2014
TWFG Insurance Services: Branch Office October 2013 - June 2014
TWFG Insurance Services March 2013 - September 2013
TLT Chapman University January 2012 - May 2013
TLT, Chapman University September 2011 - May 2013
Davinci Financial February 2013 - March 2013
Cypress College September 2009 - June 2010
Skills
Research, Statistics, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Eviews, SPSS, Microsoft access, C++, Basic HTML, CSS, Python
Education
California State University-Fullerton 2014 — 2018
Master's degree, Computer Science
Chapman University 2011 — 2013
Bachelor's degree, Economics, 3.7
Cypress College 2008 — 2011
Associate's degree, Arts and Humanities, 3.7
Cover Oregon April 2013 - July 2015
TWFG Insurance Services August 2010 - April 2013
Farmers Insurance October 2004 - August 2010
Skills
Customer Service, Insurance, Health Insurance, Leadership, Process Improvement, Data Analysis, Coaching, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Supervision, Legal Liability, Written Communication, Verbal De-escalation, Independent Thinking, Process Efficiency, Open Enrollment, Online Enrollment, Term Life Insurance, Client Rapport, Operational Efficiency, Enrollment Management, Enrollments, Business Operations, Business Administration, Team Management, Team Building, Cross-functional Team..., Procedural Development, Program Implementation, Reports Analysis, Exchange Public Policy
Education
Portland Community College 2003 — 2005
Social Sciences
TWFG Insurance Services August 2013 - Present
TWFG Insurance Services August 2013 - Present
Skills
Insurance, Property & Casualty..., Risk Management, Commercial Insurance, General Insurance, Customer Service, Microsoft Word, Sales
Education
Southeastern Louisiana University
TWFG Insurance Services January 2009 - Present
Skills
Term Life Insurance, Professional Liability, Homeowners, Insurance, Umbrella Insurance, Property & Casualty..., Underwriting, Disability Insurance, Commercial Insurance, Customer Service, Sales, Retirement Planning, Health Insurance, Small Business, Fixed Annuities, Long-term Care, Liability, Casualty, Life Insurance, Sales Management, Inland Marine, Workers Compensation, Commercial Lines, Universal Life, General Insurance, Renters, Motorcycle, Negotiation, Casualty Insurance
Education
University of Houston
RSH Energy LLC February 2012 - Present
TWFG Insurance Services December 2007 - February 2012
State Farm July 2004 - July 2006
Skills
Insurance, Property & Casualty..., Workers Compensation, Health Insurance, Customer Service, Commercial Insurance, Microsoft Excel, General Insurance, Sales, Training, Microsoft Office, Casualty, AutoCAD, ArcMap, ArcGIS, Lync, Microsoft Project, Microsoft Visio, Microsoft Publisher, Microsoft OneNote, Project Management, Management, Life Insurance, Legal Liability, Employee Benefits, Liability, Motorcycle, Underwriting, Pipelines, Disability Insurance, AutoCAD Civil 3D, Claim, Fixed Annuities, Professional Liability, Civil Drafting
Education
Rice University 2013 — 2013
Introduction to GIS
Caney Creek
Caney Creek
Lone Star College System
General Studies
University of Houston-Downtown
Fidelity Investments September 2015 - Present
Fidelity Investments March 2015 - September 2015
Fidelity Investments May 2014 - February 2015
TWFG Insurance Services May 2013 - July 2013
The Woodlands Township January 2011 - September 2012
The Woodlands Township March 2012 - August 2012
Skills
American Red Cross..., Cpr Certified, Swimming, Volunteering, Facilities Management, Pools, Red Cross, Time Management, Fundraising
Education
Texas State University-San Marcos 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lone Star College 2010 — 2011
TWFG Insurance Services SupervisorNationwide InsuranceMarch 1996 - September 2007
Education
Portland Community College 1990 — 1992
Linfield College 1987 — 1991
University of Oregon 1987 — 1991
University of Oregon 1987 — 1991
TWFG Insurance Services May 2015 - Present
Skills
Insurance, Sales, Property & Casualty..., Risk Management, Commercial Insurance, General Insurance, Underwriting, Customer Service
Education
Louisiana State University 2008 — 2012
Bachelor of Science
Nationstar Mortgage April 2012 - Present
TWFG Insurance Services July 2009 - Present
Avalon Transportation January 1998 - August 2007
Education
DMS 1997 — 1999
Mortuary Science
Belhaven College 1995 — 1997
Bachelors, Business
CPCU Society 2015 - Present
Germania February 2011 - Present
Germania Insurance August 2006 - February 2011
TWFG Insurance Services December 2003 - December 2005
Automobile Club of Southern California June 2001 - September 2003
United Services Automobile Association (USAA) April 1985 - June 2001
Skills
Property & Casualty..., Commercial Insurance, Casualty, Insurance, Legal Liability, Underwriting, General Insurance, Risk Management, Commercial Lines, Professional Liability, Liability, Workers Compensation, Claims Management
Education
Our Lady of the Lake University
MBA
Trinity University
BA, Business Administration and Management, General
Willis April 2013 - Present
Travelers April 2010 - April 2013
TWFG Insurance Services 2009 - 2010
James Avery 2009 - 2010
Ravissant Maison, Inc 2002 - 2008
Lenders Insurance Agency 1986 - 1992
Trinity Universal Insurance Company 1981 - 1986
Skills
Client Services, Insurance, Account Management, Property & Casualty..., Client Rapport, Underwriting, Client Relations, Commercial Insurance, General Insurance, Claim, Liability, Customer Service, Professional Liability, Risk Management, Claims Management, Workers Compensation, Casualty, Casualty Insurance, Claim Investigation, Multi Line Insurance..., Property Damage, Homeowners, Client Billing, Commercial Lines, Automobile Liability
Education
University of North Texas 1977 — 1980
Business/Marketing
Coleman, Greear & Associates March 2010 - Present
The Woodlands Financial Group - TWFG 2002 - Present
TWFG Insurance Services January 2007 - March 2010
The Woodlands Financial Group - TWFG 2002 - March 2010
The Woodlands Financial Group 2002 - 2007
Education
Texas A&M University - Mays Business School 2009 — 2011
MBA, Business
Texas A&M University 1996 — 2000
MS, AGSM
Aegis Specialty Insurance Services August 2015 - Present
Pacific Specialty Insurance Company January 2013 - January 2015
TWFG Insurance Services January 2012 - December 2012
Appalachian Underwriters, Inc, Southern California October 2008 - November 2011
GMAC Insurance November 2004 - October 2008
CROSSMARK July 1999 - August 2004
Skills
New Business Development, Cold Calling, Consultative Selling, Excel, Account Management, Strategic Planning, Sales Management, Workers Compensation, Microsoft Office, Market Planning, Insurance, B2B, Promotions, Negotiation, Marketing Strategy, Salesforce.com, Competitive Analysis, PowerPoint, Outlook, Management, Sales Operations, Selling, General Insurance, Microsoft Excel, Property, Sales
Education
California State University-Fullerton 1995 — 1999
Bachelor of Arts, Business Administration-Marketing
Pacific EcoRisk 2015 - Present
American Fisheries Society-Sacramento-Davis Student Subunit September 2013 - September 2014
Uinveristy of California, Davis 2012 - 2014
Alpha Gamma Sigma Scholastic Honors Society (AGS) August 2010 - June 2012
NARI of Diablo Valley 2007 - 2008
TWFG Insurance Services 2005 - 2007
Skills
Fisheries Science, Aquatic Ecology, Entomology, Policy, Data Analysis, Program Management, Insurance, Teamwork, Training, Fisheries, Customer Service, Data Entry, Higher Education, Microsoft Office, Research, Teaching, Team Building, Microsoft Excel
Education
UC Davis 2012 — 2014
Wildlife, Fish and Conservation Biology, Fish Biology
Los Medanos College 2008 — 2010
Associate of Science (A.S.), Biological Science/Recording Arts, Honors
Caudalie November 2013 - Present
Dr.Brandt January 2013 - November 2013
Dillards November 2011 - September 2012
SEPHORA December 2009 - October 2011
TWFG Insurance Services October 2004 - December 2007
24 Hour Fitness 2003 - 2004
Skills
Sales, Beauty Industry, Retail, Skin Care, Visual Merchandising, Merchandising, Retail Sales, Event Planning, Cosmetics, Sales Management, Customer Service, Makeup Artistry, Training, Inventory Management
Education
The University of Texas at Austin 1998 — 2002
Bachelor’s Degree, Biology and Sociology
The University of Texas at Austin
Advanced Credit Solutions November 2002 - Present
TWFG Insurance Services September 2010 - Present
Skills
Credit, Mortgage Banking, FHA, Mortgage Lending, Loans, Customer Service, Negotiation, Residential Mortgages, Refinance, Consumer Lending, VA loans, USDA, Foreclosures, VA Loans, Finance, Referrals, Loan Origination, Investment Properties
Education
University of Minnesota-Twin Cities 1990 — 1992
Robbinsdale Cooper High School 1987 — 1990
Church Pension Group May 2012 - Present
Zurich Insurance November 2010 - May 2012
TWFG Insurance Services September 2007 - November 2010
MetLife Auto and Home May 2004 - September 2006
COUNTRY ® Financial April 2002 - May 2004
Skills
MS Office Suite, Word, Excel, Workers Compensation, Insurance, General Liability, Inland Marine, Pollution, Legal Liability, Microsoft Excel, Microsoft Word, New Business Development, Customer Service, Account Management, Commercial Insurance, Property & Casualty..., Recruiting, Management, Sales, Disability Insurance, Sales Process, Cold Calling, Sales Operations, Microsoft Office
Education
University of Arizona 1994 — 1998
Bachelors, Political Science, English
TWFG Insurance Services January 2001 - Present
TWFG Insurance Services January 2001 - Present
Skills
Property & Casualty..., Insurance, Workers Compensation, Commercial Insurance, Umbrella Insurance, Customer Service, Liability, Term Life Insurance, Professional Liability, Casualty Insurance, Legal Liability, Underwriting
Education
The Ohio State University 1978 — 1982
Bach, Nursing
TWFG Insurance Services August 2013 - Present
Seal Tech/Guardian Compliance Inc January 2013 - June 2013
IKON Office Solutions October 1998 - April 2012
Skills
General Ledger, Sarbanes-Oxley Act, Microsoft Excel, MS Excel Pivot Tables, Access Database, Microsoft Word, Hyperion HFM, Microsoft Dynamics ERP, Cubes, Oracle Discoverer, Oracle Applications, PowerPoint, QuickBooks, FRx, Accounting, Internal Controls, Financial Reporting, Account Reconciliation, Financial Statements, Accounts Receivable, Accounts Payable, Financial Analysis
Education
Texas A&M University 1987 — 1991
BBA, Accounting
TWFG Insurance Services October 2006 - Present
AIG Agency Auto March 2005 - October 2006
AAA Texas May 2002 - November 2004
Liberty Mutual Insurance March 1988 - April 2002
Skills
Insurance, Property & Casualty..., Umbrella Insurance, Homeowners, Casualty, Legal Liability, Commercial Insurance, Professional Liability, Liability, Inland Marine, Term Life Insurance, Life Insurance, Commercial Lines, Renters, Workers Compensation, General Insurance, Marine Insurance, Disability Insurance, Claim, Health Insurance, Motorcycle, Fixed Annuities, Flood Insurance, Underwriting, Brokers, RV, Agents, Universal Life, Long Term Care Insurance, Long-term Care, D&O, Boat, Sales, Excess, Health Savings Accounts, Whole Life, Small Business, ATV, Claims Management, Liability Analysis, Insurance Brokerage, Licensed Property &..., Employee Benefits, Surety Bonds, Accident, Employment Practices..., Retirement, 401k, Marketing, Licensed Life & Health...
Education
University of Texas at Tyler 1988 — 1990
Finance, Business
Tyler Junior College 1985 — 1988
Associates, Business Administration
TWFG Insurance Services June 2013 - Present
Allstate October 2011 - December 2012
TWFG Insurance Services January 2009 - May 2011
Allstate Insurance March 2002 - January 2009
Skills
Property & Casualty..., Insurance, Commercial Insurance, Casualty, Liability, Umbrella Insurance, Health Insurance, Workers Compensation, Life Insurance, Legal Liability, Term Life Insurance, Commercial Lines, Professional Liability, General Insurance, Fixed Annuities, Disability Insurance, Casualty Insurance
Education
Stephen F. Austin State University 2012 — 2016
Political Science, International Business
Angelina College 2001 — 2003
TWFG Insurance Services January 1984 - Present
Skills
Umbrella Insurance, Term Life Insurance, Commercial Insurance, Property & Casualty..., Insurance, Renters, Disability Insurance, Health Insurance, Homeowners, Legal Liability, Life Insurance, Fixed Annuities, Workers Compensation, Small Business, Professional Liability, Event Planning
Education
University of Houston 1972 — 1976
Bachelor of Fine Arts
DelMar Junior College
TWFG Insurance Services 2011 - 2011
Education
University of Evansville 1994 — 1999
BS, Psychology
Priory High School 1988 — 1994
St. Louis Priory High School 1988 — 1994
TWFG September 2009 - Present
TWFG Insurance Services August 2009 - Present
American National Insurance January 1995 - August 2009
Prudential Insurance March 1993 - December 1995
Skills
Homeowners, Underwriting, Umbrella Insurance, Professional Liability, Commercial Insurance, Insurance, Property & Casualty..., Term Life Insurance, Legal Liability, Sales, Casualty, Claim, General Insurance, Life Insurance, Motorcycle, Marketing, Employee Benefits, Long-term Care, Inland Marine, Workers Compensation, Universal Life, Strategic Planning, Customer Service, Flood Insurance, Health Insurance, Fixed Annuities, Brokers, Renters, Liability, Risk Management, Sales Management, Commercial Lines, Disability Insurance, New Business Development, Team Building
Education
University of New Orleans 1984 — 2006
BS, Finance
Rummel High School 1980 — 1984
Susman Godfrey LLP August 2012 - April 2015
TWFG Insurance Services November 2008 - August 2012
Plantation Sales, LLC January 2003 - November 2008
Skills
Lexis, Westlaw, Microsoft Office, Management, Commercial Litigation, Torts, Sales, Customer Service, Research, Training, Legal Writing
Education
Rice University
Texas A&M University 1999 — 2002
Bachelor of Science, Psychology
TWFG Insurance Services April 2005 - Present
Farmers Insurance June 1991 - April 2005
Skills
Umbrella Insurance, Commercial Insurance, Legal Liability, Inland Marine, Workers Compensation, Commercial Vehicle, Insurance, Property & Casualty..., Motorcycle, Renters, Professional Liability, Term Life Insurance, Commercial Lines, Casualty
Education
The University of Texas at Austin 1965 — 1967
BBA, BUSINESS, MARKETING
TWFG Insurance Services 2009 - Present
INSURANCE January 1975 - Present
Skills
Property & Casualty..., Commercial Insurance, Health Insurance, Term Life Insurance, Umbrella Insurance, Insurance
Education
University of New Orleans
TWFG Insurance Services January 2008 - Present
Skills
Umbrella Insurance, Commercial Insurance, Legal Liability, Life Insurance, General Insurance, Property & Casualty...
Education
The University of Texas at Arlington 2005 — 2007
Bachelor's degree
Paris Junior College 2003 — 2005
Associate's degree
TWFG Insurance Services January 2010 - Present
A + Home Improvements February 2000 - February 2008
Education
Assumption College 1986 — 1988
Business
TWFG Insurance Services
Skills
Renters, Term Life Insurance, Homeowners, Commercial Insurance, Umbrella Insurance, Inland Marine, Fixed Annuities, Legal Liability, Property & Casualty..., Whole Life, Motorcycle, Marine Insurance, Casualty, Commercial Lines, Universal Life, Life Insurance, Health Insurance, Casualty Insurance, Insurance
Education
Oklahoma State University 1978 — 1993
B.S, Marketing
Oklahoma State University 1978 — 1983
B.S., Marketing
University of Tulsa
A.S., Paralegal Studies
TWFG Insurance Services June 2011 - Present
Bonnabel High School March 2010 - May 2011
East St. John High School January 2008 - May 2010
Skills
Organizational..., Organizational..., Team Management
Education
Hampton University 2004 — 2007
BA, History
Woodside High School 1998 — 2002
Twfg Gulf South Insurance Services LLC September 2012 - Present
TWFG Insurance Services September 2012 - Present
Rain CII Carbon LLC January 1987 - November 2001
Education
University of Louisiana at Lafayette 1960 — 1965
Bachelor of Science (BS), Industrial Technology/Technician, 2.5
TWFG Insurance Services June 2013 - Present
Horace Mann May 2008 - May 2013
Education
University of Louisiana at Lafayette 1996 — 2001
BS, Business Systems Analysis and Technology
Teurlings Catholic High School 1994 — 1996
TWFG Insurance Services May 2013 - Present
Steve Pauze Farmers Insurance July 2012 - November 2012
State Farm Craig Burch Agency January 2011 - December 2011
State Farm – Tomball May 2009 - December 2011
Follis Enterprises September 2008 - March 2009
Wagner Media March 2008 - September 2008
Electro-Flow Controls via CoWorx Staffing Agency July 2007 - March 2008
KWHD TV January 1994 - January 1995
KRKS AM/FM January 1993 - January 1994
Alert Centre January 1992 - January 1993
Skills
Insurance, Umbrella Insurance, Life Insurance, Disability Insurance, Licensed Property &..., Licensed Life & Health..., Workers Compensation, Payroll, Social Media Marketing, Market Research, Microsoft Office, Typing, 10 Key, Office Management, Office Equipment..., QuickBooks, Multi-line Phone, Filing, Proofreading, Accounts Payable, Accounts Receivable, Customer Service, Customer Retention, Travel Arrangements, Sales, Invoicing
Education
Fort Lewis College 1988 — 1992
Bachelor of Arts (BA), Business Administration/ Marketing
Fort Lewis College
Bachelor of Arts, Business Administration; Marketing
TWFG Insurance Services August 2009 - Present
Kilpatrick Companies May 2012 - August 2012
UPS June 2011 - May 2012
Skills
Insurance, Sales, Risk Management
Education
University of Houston-Downtown 2009 — 2013
Bachelor of Business Administration (BBA), Insurance and Risk Management