Univest Insurance
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Univest Insurance Employees
Employee
Years
Job
Industry
Nancy Pelouze Nancy Pelouze's Univest Insurance Experience June 2012 - October 2013
Job Human Resources Generalist at Pet360
Industry Human Resources
Experience
Pet360 October 2013 - August 2015
Univest Insurance June 2012 - October 2013
Toppers Spa/Salon October 2011 - October 2013
Javers Group January 2001 - July 2012
Skills
Healthcare, Customer Service, HRIS, Outsourcing, Recruiting, Terminations, Hiring Practices, Workers Compensation, COBRA, FMLA, Disability Insurance, Hiring, New Hire Orientations, College Recruiting, Human Resources, Personnel Management
Education
Rowan University 1987 — 1992
Bachelor of Science (BS), Human Resources
Pet360 October 2013 - August 2015
Univest Insurance June 2012 - October 2013
Toppers Spa/Salon October 2011 - October 2013
Javers Group January 2001 - July 2012
Skills
Healthcare, Customer Service, HRIS, Outsourcing, Recruiting, Terminations, Hiring Practices, Workers Compensation, COBRA, FMLA, Disability Insurance, Hiring, New Hire Orientations, College Recruiting, Human Resources, Personnel Management
Education
Rowan University 1987 — 1992
Bachelor of Science (BS), Human Resources
Brad Ramer Brad Ramer's Univest Insurance Experience March 2004 - March 2006
Job Area Sales Manager Benefit Services at PrimePay
Industry Insurance
Experience
PrimePay March 2010 - Present
CertaPro Painters of Lower Makefield March 2006 - August 2009
Univest Insurance March 2004 - March 2006
Horizon Behavioral Services September 2002 - September 2003
Sedgwick Noble Lowndes January 1997 - January 2001
Public Employee Benefits Services Corporation (PEBSCO) January 1994 - January 1997
Copeland 1990 - 1994
Skills
Employee Benefits, Brokers, Insurance, New Business Development, Sales, Sales Management, Marketing, Strategic Planning, Small Business, Account Management, Customer Service, Workers Compensation, Coaching, Public Speaking, Healthcare, Management, Financial Analysis, Team Building, Marketing Strategy, Business Development, Health Insurance, Start-ups, Sales Process, Benefits Administration, Cold Calling, Disability Insurance, Health Savings Accounts, Human Resources, COBRA, Payroll
Education
Parkland 1965 — 1978
Moravian College
BA, Accounting
PrimePay March 2010 - Present
CertaPro Painters of Lower Makefield March 2006 - August 2009
Univest Insurance March 2004 - March 2006
Horizon Behavioral Services September 2002 - September 2003
Sedgwick Noble Lowndes January 1997 - January 2001
Public Employee Benefits Services Corporation (PEBSCO) January 1994 - January 1997
Copeland 1990 - 1994
Skills
Employee Benefits, Brokers, Insurance, New Business Development, Sales, Sales Management, Marketing, Strategic Planning, Small Business, Account Management, Customer Service, Workers Compensation, Coaching, Public Speaking, Healthcare, Management, Financial Analysis, Team Building, Marketing Strategy, Business Development, Health Insurance, Start-ups, Sales Process, Benefits Administration, Cold Calling, Disability Insurance, Health Savings Accounts, Human Resources, COBRA, Payroll
Education
Parkland 1965 — 1978
Moravian College
BA, Accounting
Dennis LeVasseur Dennis LeVasseur's Univest Insurance Experience June 2013 - Present
Job Sales Manager, SVP at Univest Insurance
Industry Insurance
Experience
Univest Insurance June 2013 - Present
Hub International November 2010 - June 2013
Signature Consulting Solutions, LLC October 2009 - November 2010
HUB International, formerly Citizens Clair, Clair Odell Group April 2000 - October 2009
GAB 1980 - 1983
Skills
Insurance, Workers Compensation, Employment Practices..., Professional Liability, General Liability, Commercial Lines, Legal Liability, Leadership, Account Management, Commercial Insurance, Fixed Annuities, Property & Casualty..., Underwriting, Long-term Care, Marketing Strategy, Small Business, Risk Management, Customer Retention, New Business Development, Brokers, Sales, Liability, Life Insurance, Health Insurance, Claims Management, Employee Benefits, Casualty, Umbrella Insurance, CRM, Marketing, General Insurance, Strategy, Disability Insurance, Management, Health Savings Accounts, D&O, Reinsurance, Claim, Term Life Insurance, Property, Relationship Management, Insurance Brokerage, Directors & Officers..., Accident, Surety Bonds, 401k, Liability Analysis, Homeowners, Long Term Care Insurance, Captives
Education
Shippensburg University of Pennsylvania 1975 — 1979
B.S. Business Adm, Sales /Marketing
Springfield HS 1971 — 1975
Univest Insurance June 2013 - Present
Hub International November 2010 - June 2013
Signature Consulting Solutions, LLC October 2009 - November 2010
HUB International, formerly Citizens Clair, Clair Odell Group April 2000 - October 2009
GAB 1980 - 1983
Skills
Insurance, Workers Compensation, Employment Practices..., Professional Liability, General Liability, Commercial Lines, Legal Liability, Leadership, Account Management, Commercial Insurance, Fixed Annuities, Property & Casualty..., Underwriting, Long-term Care, Marketing Strategy, Small Business, Risk Management, Customer Retention, New Business Development, Brokers, Sales, Liability, Life Insurance, Health Insurance, Claims Management, Employee Benefits, Casualty, Umbrella Insurance, CRM, Marketing, General Insurance, Strategy, Disability Insurance, Management, Health Savings Accounts, D&O, Reinsurance, Claim, Term Life Insurance, Property, Relationship Management, Insurance Brokerage, Directors & Officers..., Accident, Surety Bonds, 401k, Liability Analysis, Homeowners, Long Term Care Insurance, Captives
Education
Shippensburg University of Pennsylvania 1975 — 1979
B.S. Business Adm, Sales /Marketing
Springfield HS 1971 — 1975
Bill Wanner's Univest Insurance Experience 2012 - 2015
Job Experienced employee benefits broker small, midmarket and selffunded solutions
Industry Insurance
Experience
Univest Insurance 2012 - 2015
Skills
Employee Benefits, Human Resources, Health Insurance, Public Speaking, Payroll, HRIS, Employee Relations, Insurance, Customer Service, Strategic Planning, Sales, Leadership, Benefits Administration, Team Building, Sales Management, Disability Insurance, Recruiting
Education
Perkiomen Valley High School
Shippensburg University of Pennsylvania
Business Administration and Management, General
Univest Insurance 2012 - 2015
Skills
Employee Benefits, Human Resources, Health Insurance, Public Speaking, Payroll, HRIS, Employee Relations, Insurance, Customer Service, Strategic Planning, Sales, Leadership, Benefits Administration, Team Building, Sales Management, Disability Insurance, Recruiting
Education
Perkiomen Valley High School
Shippensburg University of Pennsylvania
Business Administration and Management, General
Chris Wichser Chris Wichser's Univest Insurance Experience June 2012 - January 2014
Job CEO at TechPats
Industry Legal Services
Experience
TechPats January 2014 - Present
Univest Insurance June 2012 - January 2014
Javers Group June 1999 - May 2012
Human Resource Alternatives January 1993 - June 1999
Skills
Management, Organizational..., Program Management, Legal Compliance
Education
Rutgers University 1989 — 1991
BA, Political Science
Lynchburg College 1986 — 1988
TechPats January 2014 - Present
Univest Insurance June 2012 - January 2014
Javers Group June 1999 - May 2012
Human Resource Alternatives January 1993 - June 1999
Skills
Management, Organizational..., Program Management, Legal Compliance
Education
Rutgers University 1989 — 1991
BA, Political Science
Lynchburg College 1986 — 1988
Lindsey Moyer, MBA Lindsey Moyer, MBA's Univest Insurance Experience December 2010 - June 2013
Job Senior Account Manager at Trinity Benefit Advisors
Industry Insurance
Experience
Trinity Benefit Advisors June 2015 - Present
Trinity Benefit Advisors June 2013 - Present
Univest Insurance December 2010 - June 2013
Univest Insurance May 2010 - December 2010
Skills
Insurance, Health Insurance, Customer Service, Employee Benefits, Microsoft Office, Benefits Administration, Customer Relations, Management, Disability Insurance, Brokers, Life Insurance
Education
DeSales University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
East Stroudsburg University of Pennsylvania 2006 — 2010
Bachelors, Business Management
American College Dublin 2009 — 2009
International Business Internship
Trinity Benefit Advisors June 2015 - Present
Trinity Benefit Advisors June 2013 - Present
Univest Insurance December 2010 - June 2013
Univest Insurance May 2010 - December 2010
Skills
Insurance, Health Insurance, Customer Service, Employee Benefits, Microsoft Office, Benefits Administration, Customer Relations, Management, Disability Insurance, Brokers, Life Insurance
Education
DeSales University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
East Stroudsburg University of Pennsylvania 2006 — 2010
Bachelors, Business Management
American College Dublin 2009 — 2009
International Business Internship
Francine Evangelista Francine Evangelista's Univest Insurance Experience 2003 - 2008
Job 20 years experience in increasingly responsible positions.
Industry Insurance
Experience
Available to discuss opportunities April 2011 - April 2013
The Selzer Company February 2007 - April 2011
Univest Insurance 2003 - 2008
Travelers 1992 - 2003
Paul Hertel and Company 1989 - 1992
Stock, Options and Currency Trader - Philadelphia Stock Exchange 1979 - 1984
Skills
Surplus Lines, Insurance, Underwriting, Claim, Auditing, Property & Casualty..., Legal Liability, Casualty, Commercial Insurance, Liability, Professional Liability, Workers Compensation, General Insurance, Commercial Lines, Brokers, Umbrella Insurance, Excess, D&O, Employment Practices..., Reinsurance, Risk Management, Claims Management, Liability Analysis, Claims Resolution, Directors & Officers..., Disability Insurance, Health Insurance, Inland Marine
Education
American University 1984 — 1989
Bachelors
Community College of Philadelia 1984 — 1986
Honors Program
Insurance Institue of America
Certificate in General Insurance (Pursuing CPCU designation)
Available to discuss opportunities April 2011 - April 2013
The Selzer Company February 2007 - April 2011
Univest Insurance 2003 - 2008
Travelers 1992 - 2003
Paul Hertel and Company 1989 - 1992
Stock, Options and Currency Trader - Philadelphia Stock Exchange 1979 - 1984
Skills
Surplus Lines, Insurance, Underwriting, Claim, Auditing, Property & Casualty..., Legal Liability, Casualty, Commercial Insurance, Liability, Professional Liability, Workers Compensation, General Insurance, Commercial Lines, Brokers, Umbrella Insurance, Excess, D&O, Employment Practices..., Reinsurance, Risk Management, Claims Management, Liability Analysis, Claims Resolution, Directors & Officers..., Disability Insurance, Health Insurance, Inland Marine
Education
American University 1984 — 1989
Bachelors
Community College of Philadelia 1984 — 1986
Honors Program
Insurance Institue of America
Certificate in General Insurance (Pursuing CPCU designation)
Heather O'Hara's Univest Insurance Experience January 2011 - November 2012
Job Benefit Consultant/ Digital Insurance
Industry Insurance
Experience
Digital Insurance June 2013 - Present
Univest January 2011 - December 2012
Univest Insurance January 2011 - November 2012
US Navy June 1998 - June 2009
US Navy January 2005 - January 2009
Machinist Mate January 1998 - January 2005
Skills
Employee Benefits, Human Resources, Leadership, CRM, Onboarding, Benefits Administration, Program Management, Interviews, Negotiation, Customer Retention, Customer Service, Team Building, Employee Relations, Military, Training, Health Insurance, Insurance
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
University of Phoenix 2010 — 2012
BS, Business Management
Digital Insurance June 2013 - Present
Univest January 2011 - December 2012
Univest Insurance January 2011 - November 2012
US Navy June 1998 - June 2009
US Navy January 2005 - January 2009
Machinist Mate January 1998 - January 2005
Skills
Employee Benefits, Human Resources, Leadership, CRM, Onboarding, Benefits Administration, Program Management, Interviews, Negotiation, Customer Retention, Customer Service, Team Building, Employee Relations, Military, Training, Health Insurance, Insurance
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
University of Phoenix 2010 — 2012
BS, Business Management
Ray Pantano Ray Pantano's Univest Insurance Experience March 2010 - Present
Job Sr. Account Manager at Univest
Industry Financial Services
Experience
Univest Insurance March 2010 - Present
Gallagher Benefit Services September 2007 - March 2010
Hartzell Insurance October 2005 - May 2006
Health America Health Assurance May 2004 - September 2005
MAMSI Health Plans May 1999 - May 2004
MAMSI Health Plans January 1998 - May 1999
MAMSI Health Plans January 1995 - January 1998
Skills
Employee Benefits, Insurance, New Business Development, Management, Selling, Health Insurance, Account Management, Disability Insurance, Claim, Underwriting, Sales Management, Analysis, Sales, Brokers, Life Insurance, Health Savings Accounts, Term Life Insurance, COBRA, General Insurance, Sales Presentations, Customer Service, Sales Operations
Education
Montgomery College 1989 — 1992
Associate of Arts (A.A.), Radio and Television
Omega Studios' School of Applied Recording Arts & Sciences 1989 — 1989
Certificate, Recording Arts Technology/Technician
Univest Insurance March 2010 - Present
Gallagher Benefit Services September 2007 - March 2010
Hartzell Insurance October 2005 - May 2006
Health America Health Assurance May 2004 - September 2005
MAMSI Health Plans May 1999 - May 2004
MAMSI Health Plans January 1998 - May 1999
MAMSI Health Plans January 1995 - January 1998
Skills
Employee Benefits, Insurance, New Business Development, Management, Selling, Health Insurance, Account Management, Disability Insurance, Claim, Underwriting, Sales Management, Analysis, Sales, Brokers, Life Insurance, Health Savings Accounts, Term Life Insurance, COBRA, General Insurance, Sales Presentations, Customer Service, Sales Operations
Education
Montgomery College 1989 — 1992
Associate of Arts (A.A.), Radio and Television
Omega Studios' School of Applied Recording Arts & Sciences 1989 — 1989
Certificate, Recording Arts Technology/Technician
Kristen Dougherty Kristen Dougherty's Univest Insurance Experience January 2009 - March 2012
Job Sr. Vice President, Employee Benefits Sales Manager at Univest
Industry Insurance
Experience
Univest March 2012 - Present
Univest Insurance January 2009 - March 2012
Liberty Benefits, Inc. September 2003 - December 2008
Skills
Health Insurance, Underwriting, Insurance, Disability Insurance, Employee Benefits, Life Insurance, Benefits Administration
Education
North Carolina State University 1992 — 1996
Bachelor of Science (BS), Biology/Biological Sciences, General
Univest March 2012 - Present
Univest Insurance January 2009 - March 2012
Liberty Benefits, Inc. September 2003 - December 2008
Skills
Health Insurance, Underwriting, Insurance, Disability Insurance, Employee Benefits, Life Insurance, Benefits Administration
Education
North Carolina State University 1992 — 1996
Bachelor of Science (BS), Biology/Biological Sciences, General
Andrew J. Detweiler, CIC, CRM Andrew J. Detweiler, CIC, CRM's Univest Insurance Experience January 2010 - Present
Job Commercial Insurance Expert
Industry Financial Services
Experience
Univest Insurance January 2010 - Present
Souderton Telford Main Streets June 2011 - January 2015
The Berks County Real Estate Book January 2006 - April 2008
Best Buy August 2005 - August 2006
Skills
Commercial Insurance, Direct Sales, Entrepreneurship, Professional Liability, Professional Networking, Insurance, Social Media, Business Networking, Workers Compensation, Underwriting, Property & Casualty..., Small Business, Leadership, Investments, Liability, Sales, Strategic Planning, Loans, Banking, Time Management, Nonprofits, Financial Services, Sales Management, Finance, Wealth Management, Employee Benefits, CRM, Retirement, Health Insurance
Education
Philadelphia Biblical University
B.S. Business Administration
Philadelphia Biblical University
B.S. Biblical Studies
Univest Insurance January 2010 - Present
Souderton Telford Main Streets June 2011 - January 2015
The Berks County Real Estate Book January 2006 - April 2008
Best Buy August 2005 - August 2006
Skills
Commercial Insurance, Direct Sales, Entrepreneurship, Professional Liability, Professional Networking, Insurance, Social Media, Business Networking, Workers Compensation, Underwriting, Property & Casualty..., Small Business, Leadership, Investments, Liability, Sales, Strategic Planning, Loans, Banking, Time Management, Nonprofits, Financial Services, Sales Management, Finance, Wealth Management, Employee Benefits, CRM, Retirement, Health Insurance
Education
Philadelphia Biblical University
B.S. Business Administration
Philadelphia Biblical University
B.S. Biblical Studies
Jason T. Ryan Jason T. Ryan's Univest Insurance Experience 2005 - Present
Job We work with middle market insurance clients which require risk & claims service in conjunction with a competitive price
Industry Financial Services
Experience
Univest Insurance 2005 - Present
Skills
Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Captive Insurance, Professional Liability, Legal Liability, Underwriting, Employee Benefits, Umbrella Insurance, Liability, Small Business, General Insurance, Health Insurance, Employment Practices..., Liability Analysis, Commercial Lines, Casualty, Customer Service, Directors & Officers..., Coaching, Sales
Education
East Stroudsburg University of Pennsylvania
Bachelor's Degree, Psychology
Univest Insurance 2005 - Present
Skills
Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Captive Insurance, Professional Liability, Legal Liability, Underwriting, Employee Benefits, Umbrella Insurance, Liability, Small Business, General Insurance, Health Insurance, Employment Practices..., Liability Analysis, Commercial Lines, Casualty, Customer Service, Directors & Officers..., Coaching, Sales
Education
East Stroudsburg University of Pennsylvania
Bachelor's Degree, Psychology
Ryan Bonevitch Ryan Bonevitch's Univest Insurance Experience May 2016 — Present
Job Employee Benefits
Industry Insurance
Experience
Univest Insurance May 2016 — Present
Kantar Media October 2015 — May 2016
Skills
Broadcast, Video Production, Television, Social Media, Final Cut Pro, Video Editing, Digital Media, Journalism, Public Relations, Marketing Communications, Radio, New Media, Advertising, Social Media Marketing, Video, Press Releases, Social Networking
Education
Temple University 2010 — 2014
Broadcasting, Telecommunications & Mass Media, Communication and Media Studies
Pennridge High School 2006 — 2010
High School Diploma
Univest Insurance May 2016 — Present
Kantar Media October 2015 — May 2016
Skills
Broadcast, Video Production, Television, Social Media, Final Cut Pro, Video Editing, Digital Media, Journalism, Public Relations, Marketing Communications, Radio, New Media, Advertising, Social Media Marketing, Video, Press Releases, Social Networking
Education
Temple University 2010 — 2014
Broadcasting, Telecommunications & Mass Media, Communication and Media Studies
Pennridge High School 2006 — 2010
High School Diploma
Victoria Deatelhauser, CISR's Univest Insurance Experience January 2001 - Present
Job Senior Account Manager at Univest Insurance
Industry Insurance
Experience
Univest Insurance January 2001 - Present
Skills
Underwriting, Commercial Insurance, Employment Practices..., Insurance, Directors & Officers..., Professional Liability, Workers Compensation, Property & Casualty..., Liability, Small Business, Customer Service, Account Management, Brokers, Umbrella Insurance
Education
Eastern Mennonite University 1996 — 2001
Bachelor's Degree, Business Administration and Management, General
Univest Insurance January 2001 - Present
Skills
Underwriting, Commercial Insurance, Employment Practices..., Insurance, Directors & Officers..., Professional Liability, Workers Compensation, Property & Casualty..., Liability, Small Business, Customer Service, Account Management, Brokers, Umbrella Insurance
Education
Eastern Mennonite University 1996 — 2001
Bachelor's Degree, Business Administration and Management, General
Charles Muhly's Univest Insurance Experience VP/ Sales ManagerUnivest InsuranceJanuary 2008 - Present
Job VP/ Sales Manager at Univest Insurance
Industry Insurance
Experience
Univest Insurance VP/ Sales ManagerUnivest InsuranceJanuary 2008 - Present
Univest Insurance Inc. 2006 - Present
Simpers Agency 1993 - 2003
YMCA Kennett Square 1995 - 1999
YMCA Kennett Square 1995 - 1999
YMCA Kennett Square 1995 - 1999
YMCA Kennett Square 1995 - 1999
YMCA Kennett Square 1995 - 1999
Skills
Insurance, Professional Liability, Underwriting, Property & Casualty..., Wealth Management, Commercial Insurance, Sales, Disability Insurance, Strategic Financial..., Casualty, Workers Compensation, Risk Management, Strategic Planning, Employee Benefits, General Insurance, Legal Liability, Liability, Small Business, Life Insurance, Commercial Lines, Health Insurance, Brokers, Employment Practices..., Umbrella Insurance, Claims Management, Claim, Financial Planning, Casualty Insurance
Education
Susquehanna University 1968 — 1972
Business Administration
Susquehanna University
Univest Insurance VP/ Sales ManagerUnivest InsuranceJanuary 2008 - Present
Univest Insurance Inc. 2006 - Present
Simpers Agency 1993 - 2003
YMCA Kennett Square 1995 - 1999
YMCA Kennett Square 1995 - 1999
YMCA Kennett Square 1995 - 1999
YMCA Kennett Square 1995 - 1999
YMCA Kennett Square 1995 - 1999
Skills
Insurance, Professional Liability, Underwriting, Property & Casualty..., Wealth Management, Commercial Insurance, Sales, Disability Insurance, Strategic Financial..., Casualty, Workers Compensation, Risk Management, Strategic Planning, Employee Benefits, General Insurance, Legal Liability, Liability, Small Business, Life Insurance, Commercial Lines, Health Insurance, Brokers, Employment Practices..., Umbrella Insurance, Claims Management, Claim, Financial Planning, Casualty Insurance
Education
Susquehanna University 1968 — 1972
Business Administration
Susquehanna University
Randi Clauson, ChFC, CLU's Univest Insurance Experience April 2014 - January 2015
Job Sales and Marketing Professional with 20 years proven experience
Industry Financial Services
Experience
Univest Insurance April 2014 - January 2015
The American College May 2005 - August 2013
Northwestern Mutual October 2001 - April 2005
The American College July 1994 - June 1999
Warren Gorham Lamont September 1989 - December 1992
North American Investment Corporation July 1985 - August 1989
Skills
Fixed Annuities, Series 7, Life Insurance, Retirement, Long-term Care, Mutual Funds, Series 63, Strategic Financial..., Wealth Management, Insurance, Securities, Strategic Planning, Estate Planning, Coaching, Marketing, Financial Services, Leadership, Team Building, Sales, Series 6, Employee Benefits, Disability Insurance, Portfolio Management, Investments, Strategy, Recruiting, Training, Selling, Management, Business Development, Organizational..., Small Business, Program Management, Term Life Insurance, Financial Planners, Health Insurance, Investment Advisory, Asset Allocation, 401k, Wealth, Investment Strategies, Finance, Staff Development, Risk Management, Leadership Development, Business Planning, Asset Management, IRAs, Pensions, Succession Planning
Education
The American College 2010 — 2011
Master of Science - Management, Leadership
The American College 2006 — 2009
Master of Science in Financial Services
Thomas Edison State College 1994 — 1999
BSBA, MARKETING
Univest Insurance April 2014 - January 2015
The American College May 2005 - August 2013
Northwestern Mutual October 2001 - April 2005
The American College July 1994 - June 1999
Warren Gorham Lamont September 1989 - December 1992
North American Investment Corporation July 1985 - August 1989
Skills
Fixed Annuities, Series 7, Life Insurance, Retirement, Long-term Care, Mutual Funds, Series 63, Strategic Financial..., Wealth Management, Insurance, Securities, Strategic Planning, Estate Planning, Coaching, Marketing, Financial Services, Leadership, Team Building, Sales, Series 6, Employee Benefits, Disability Insurance, Portfolio Management, Investments, Strategy, Recruiting, Training, Selling, Management, Business Development, Organizational..., Small Business, Program Management, Term Life Insurance, Financial Planners, Health Insurance, Investment Advisory, Asset Allocation, 401k, Wealth, Investment Strategies, Finance, Staff Development, Risk Management, Leadership Development, Business Planning, Asset Management, IRAs, Pensions, Succession Planning
Education
The American College 2010 — 2011
Master of Science - Management, Leadership
The American College 2006 — 2009
Master of Science in Financial Services
Thomas Edison State College 1994 — 1999
BSBA, MARKETING
Jay Wildemore's Univest Insurance Experience May 2013 - Present
Job Personal & Commercial Insurance Sales at Univest Insurance
Industry Insurance
Experience
Univest Insurance May 2013 - Present
John T Fretz Insurance Agency Inc May 2007 - May 2013
Vanderslice Dockx Wildemore Inc November 1984 - May 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Sales, Sales Management, Property & Casualty..., Risk Management, Employee Benefits, Commercial Insurance, Liability, Insurance, Casualty Insurance, Professional Liability, Workers Compensation, General Insurance, Underwriting
Education
Penn State University 1975 — 1979
Abington High School 1971 — 1975
Univest Insurance May 2013 - Present
John T Fretz Insurance Agency Inc May 2007 - May 2013
Vanderslice Dockx Wildemore Inc November 1984 - May 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Sales, Sales Management, Property & Casualty..., Risk Management, Employee Benefits, Commercial Insurance, Liability, Insurance, Casualty Insurance, Professional Liability, Workers Compensation, General Insurance, Underwriting
Education
Penn State University 1975 — 1979
Abington High School 1971 — 1975
Elaine Frese's Univest Insurance Experience July 2006 - August 2009
Job Full Time Caregiver at Home
Industry Health, Wellness and Fitness
Experience
Home February 2015 - Present
Sovereign Insurance Group September 2013 - February 2015
Lansdowne Eye Associates January 2011 - September 2013
Gilchrist Insurance Group July 2012 - August 2012
Summit Insurance Group August 2009 - October 2010
Univest Insurance July 2006 - August 2009
B. G. Balmer & Co. Inc. September 1997 - July 2006
Skills
Customer Service, Insurance, Accounting, Outlook, Accounts Receivable, Bookkeeping, Data Entry, Accounts Payable, Microsoft Office, Health Insurance, Invoicing, Account Reconciliation, medical claims
Education
Ridley Adult School 2000 — 2000
Certificate, Beginning Accounting
Venus Beauty Academy 1974 — 1975
License, Cosmetology/Cosmetologist, General
Ridley High School 1972 — 1975
Diploma, Business
Home February 2015 - Present
Sovereign Insurance Group September 2013 - February 2015
Lansdowne Eye Associates January 2011 - September 2013
Gilchrist Insurance Group July 2012 - August 2012
Summit Insurance Group August 2009 - October 2010
Univest Insurance July 2006 - August 2009
B. G. Balmer & Co. Inc. September 1997 - July 2006
Skills
Customer Service, Insurance, Accounting, Outlook, Accounts Receivable, Bookkeeping, Data Entry, Accounts Payable, Microsoft Office, Health Insurance, Invoicing, Account Reconciliation, medical claims
Education
Ridley Adult School 2000 — 2000
Certificate, Beginning Accounting
Venus Beauty Academy 1974 — 1975
License, Cosmetology/Cosmetologist, General
Ridley High School 1972 — 1975
Diploma, Business