USI Insurance Services
Industry: Company
DescriptionHeadquarters: Briarcliff Manor, New York, United States Founded: 1994 Subsidiaries: Emerson, Reid & Company, Inc., People also search for: Onex Corporation, Goldman Sachs Capital Partners, 21st Century Life and Health Company, Inc.
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1,372 USI Insurance Services employees in database. Find out everything there's to know about USI Insurance Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
USI Insurance Services Employees
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services USA, Inc. June 2000 - May 2014
General Accident Insurance September 1997 - June 2000
American States Insurance November 1989 - September 1997
Central Mutual Insurance June 1982 - November 1989
Skills
Property & Casualty..., Professional Liability, General Liability, Workers Compensation, Insurance, Risk Management, Contractual Risk..., Claim, Claims Management, Commercial Insurance, Employment Practices..., Liability, Underwriting, Legal Liability, Life Insurance, Casualty Insurance
Education
Bowling Green State University 1978 — 1982
Bachelor's degree, Business Administration, Management and Operations
USI Insurance Services December 2014 - Present
Parker, Smith & Feek August 2012 - November 2014
Parker, Smith & Feek July 2009 - August 2012
U.S. Department of State September 2008 - December 2008
U.S. Department of State June 2008 - August 2008
Skills
CPCU, Brokers, Commercial Insurance, Property, Workers Compensation, Account Management, Employee Benefits, Health Insurance, Health Savings Accounts, Benefits Administration
Education
Baylor University 2006 — 2009
Bachelor of Arts (B.A.), International/Global Studies
USI Insurance Services November 2014 - Present
Consolidated Health Plans February 2012 - November 2014
New England Financial January 2008 - January 2012
MassMutual Financial Group September 2004 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Sales, Employee Benefits, Insurance, Account Management, Brokers, Health Insurance
Education
American International College 2001 — 2002
Bachelor of Science (BS), Business Administration and Management, General
University of Tampa 1998 — 2001
None, Business Administration and Management, General
JBA Strategies, LLC March 2004 - Present
Noah Consulting, LLC August 2014 - June 2015
SolomonEdwards May 2014 - September 2014
Expert Alumni September 2008 - September 2014
JMFA May 2013 - October 2013
Contract Project - Abaco International January 2013 - March 2013
USI Insurance Services September 2010 - December 2011
Wachovia Corp January 2007 - March 2008
Korn/Ferry Futurestep March 2006 - January 2007
Management Recruiters 1994 - 2003
Skills
Management Consulting, Direct Recruiting, Executive Search, Organizational..., Organizational..., Recruiting, HR Consulting, Negotiation, Consulting, Technical Recruiting, Sourcing, Outsourcing, Recruitment Advertising, Human Resources, Talent Acquisition, Change Management, Operations Management, BPO, HRIS, Interviews, HR Policies, Leadership, Organizational Design, Mergers, Internet Recruiting, Employer Branding, College Recruiting, Talent Management, Onboarding, Benefits Negotiation, Succession Planning, Business Development, Coaching, RPO, New Business Development, Performance Management, Personnel Management, Employee Benefits, Temporary Placement, Employee Engagement, Management, CRM, Workforce Planning, Project Management, Employee Relations, Applicant Tracking..., Screening Resumes, Contract Recruitment, Deferred Compensation, Leadership Development
Education
Abilene Christian University 1979 — 1983
USI Insurance Services September 2012 - Present
TD Insurance Inc. November 2002 - September 2012
Skills
Call Center, Customer Experience, Customer Satisfaction, Process Improvement, Vendor Management, Business Analysis, Team Leadership, Banking, Visio, Software Documentation, Troubleshooting, Customer Retention, Technical Support, Access, Lotus Notes, Workforce Management, Call Centers, Training
Education
American International College 1999 — 2001
Bachelor of Business Administration (BBA), Management and Technology
Holyoke Community College 1996 — 1999
Associate of Science (AS), Pharmacy Technology
USI Insurance Services June 2014 - Present
Arthur J. Gallagher & Co. July 2013 - June 2014
Northcoast Benefit Plans March 2010 - July 2013
Health Fitness Corporation January 2008 - January 2010
Skills
Health Education, Wellness Coaching, Wellness, Fitness, Personal Training, Strength Training, Nutrition, Behavior Change, Program Development, Healthcare, Sports, Nutrition Education, Public Speaking, Fitness Training, Athletics, Exercise Physiology, Employee Wellness, Health Promotion, Exercise Prescription, Cpr Certified, Employee Wellness..., Weight Training, Adult CPR, Fitness Consulting, Health Management, Lifestyle Coaching
Education
Baldwin-Wallace College 2003 — 2007
Bachelor of Arts (BA), Fitness Management, Management and Organization
USI Insurance Services April 2015 - Present
CoAdvantage April 2013 - April 2015
ADP May 2011 - April 2013
Clavél Corporation January 2011 - May 2011
University Directories May 2010 - August 2010
Skills
Human Resources, Sales, Management, PEO, Account Management, Marketing, Payroll, Social Networking, Salesforce.com, Sales Process, Sales Management, HRIS, Teamwork, Time Management, Christianity, Divergent Thinking, Sales Presentations, Team Leadership, Outsourcing, Strategic Planning, Talent Management, Personnel Management, Personal Fitness, Team Building, Negotiation, ADP Payroll, Benefits Administration, HRO, Needs Analysis, Dependable Team Player, Healthcare Management, Risk Management, Bottom Line Improvement, Employee Benefits
Education
Abilene Christian University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing - AACSB Accredited
Rockdale High School 2002 — 2006
USI Insurance Services April 2012 - Present
BBVA Compass Insurance January 2001 - April 2012
Heartland Marketing Group November 1999 - January 2003
Skills
Term Life Insurance, COBRA, Long-term Care, Health Care Reform, Professional Liability, General Insurance, Legal Liability, Claim, Risk Management, Retirement, Liability, 401k, Medicare, Dentistry, Umbrella Insurance, Open Enrollment, Casualty, Account Management, Sales
Education
Blinn College
University of Houston-Downtown
USI Insurance Services February 1989 - Present
Skills
Property & Casualty..., Commercial Insurance, D&O, Professional Liability, Employment Practices..., Legal Liability, Casualty, Underwriting, Commercial Lines, Inland Marine, Umbrella Insurance, Liability, Brokers, Insurance, Health Insurance, Liability Analysis, Excess, Casualty Insurance, Workers Compensation, Disability Insurance, Strategic Planning, General Insurance, Health Savings Accounts, Life Insurance, Claim, Term Life Insurance, Whole Life
Education
Arizona State University 1972 — 1976
Bachelor's degree, Insurance
Central High School 1969 — 1972
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services of West Virginia, Inc May 2007 - May 2014
Skills
Property & Casualty..., Casualty, Professional Liability, Commercial Insurance, Insurance, Liability, Legal Liability, Commercial Lines, Claims Management, Employment Practices..., General Insurance, Claim, Umbrella Insurance, D&O, Customer Service, WV Property & Casualty..., WV Adjusters License
Education
Bluefield State College
Regents Bachelor of Arts, minor in Business Administration
USI Insurance Services August 2012 - Present
Katy ISD February 2012 - September 2012
Skills
Outstanding..., Computer Proficiency, Work Ethic, Collaborative Problem..., Film Production, Coordinating Events, Editing, Employee Benefits, Photography, Social Networking, Team-oriented, Event Planning, Time Management, Video Production, Marketing, Insurance, Microsoft Office
Education
Texas State University-San Marcos 2007 — 2009
Bachelor of Fine Arts (BFA)
Blinn College 2004 — 2007
Associate, Fine Arts
Giddings High School 2003 — 2004
Aon Risk Solutions January 2013 - Present
USI Insurance Services February 2011 - December 2012
Elmhurst Properties LLC February 2008 - February 2011
Skills
Employee Benefits, Insurance, Underwriting, Brokers, Life Insurance, Health Insurance, Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Property & Casualty..., Mutual Funds, Retirement Planning, Commercial Insurance, Risk Management, Professional Liability, Health Savings Accounts, General Insurance, Workers Compensation, Liability, Long-term Care, 401k, Casualty, Claim, Fixed Annuities, Legal Liability, Commercial Lines, Insurance Brokerage, D&O, Strategy, Management, Strategic Planning, New Business Development, Leadership, Sales
Education
Anna Maria College 1994 — 1998
Lewis Events 1996 - Present
USI Insurance Services January 1995 - October 1995
Skills
Event Planning, Wedding Coordinator, Marketing and..., Company Parties, Decorating, Holiday Parties
Education
Brigham Young University
Communications
California State University-Northridge
Communications
USI Insurance Services August 2015 - Present
Humana November 2001 - July 2015
MethodistCare 1998 - 2001
NYLCare 1996 - 1998
Skills
Insurance, Underwriting, Health Insurance, Commercial Insurance, Brokers, Life Insurance, Leadership, Reinsurance, Employee Benefits, Management, Term Life Insurance
Education
Sam Houston State University 1993 — 1995
MBA, Business
Abilene Christian University 1989 — 1991
BBA, Business
USI Insurance Services March 2014 - Present
Webb & Greer Insurance Agency Inc. May 2000 - March 2014
Skills
Workers Compensation, Property & Casualty..., D&O, Commercial Insurance, Professional Liability, Casualty, Legal Liability, Insurance, Employment Practices..., Umbrella Insurance, General Insurance, Liability, Brokers, Commercial Lines, Inland Marine, Reinsurance, Underwriting
Education
Arizona State University - W. P. Carey School of Business 1998 — 2000
BS in Finance
USI Insurance Services April 2011 - Present
Compass Insurance August 2006 - April 2011
HRH of Arizona August 2001 - August 2006
Biddulph Oldsmobile December 1987 - July 2001
Skills
Property & Casualty..., Commercial Insurance, D&O, Professional Liability, Employment Practices..., Legal Liability, Casualty, Underwriting, Inland Marine, Umbrella Insurance, Health Insurance, Workers Compensation, Account Management, Casualty Insurance, Customer Service, Direct Sales, General Insurance, Employee Benefits, Insurance, Liability, Sales, Salesforce.com, Solution Selling
Education
Arizona State University 1980 — 1983
Bachelor of Science (BS), Sociology
Chandler High School 1976 — 1979
University of Miami October 2014 - Present
Gemaire Distributors April 2011 - October 2014
enVision Staffing Solutions 2010 - 2011
USI Insurance Services 2007 - 2009
Global Fine Arts- subsidiary of Princess Cruise Lines 2004 - 2006
Kforce/Spherion/Appleone 2002 - 2004
Office Team/Initial Staffing 2001 - 2002
Franklin Templeton Investments 2000 - 2001
U.S. Army/82nd Airborne Division 1989 - 1993
Skills
Accounts Receivable, Account Reconciliation, Accounts Payable, Financial Reporting, Accounting, Pricing, Financial Analysis, Cash Flow, Cash Management, Microsoft Excel
Education
MILITARY U.S. Army/82nd Airborne Division Ft. Bragg, NC 1989 - 1993 1989 — 1993
Black Hawk College 1986 — 1989
Have not completed, Accounting and Finance
USI Insurance Services April 2012 - Present
BBVA Compass January 2009 - April 2012
Galt Medical February 2007 - May 2008
FoxHollow Technologies May 2005 - April 2006
Skills
Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Brokers, Underwriting, Disability Insurance, Employee Benefits, Account Management, Workers Compensation, General Insurance, Health Savings Accounts, Professional Liability, Sales, Liability
Education
Texas State University-San Marcos 2001 — 2004
Bachelor of Business Administration (BBA), Marketing
Blinn College 1999 — 2001
USI Insurance Services June 2014 - Present
Robert Half International January 2012 - February 2014
Covario September 2011 - December 2011
Enterprise Rent-A-Car January 2011 - August 2011
Discount Diabetic March 2009 - January 2011
Skills
Accounting, Great Plains Software, Quickbooks, Recruitment/Retention, Accounts Payable, Accounts Receivable, Reconciliation, Staffing Services, Coaching Staff, Staff Development, Customer Service, Customer Satisfaction, Microsoft Excel, Executive Coaching, Financial Accounting, Account Reconciliation, QuickBooks, Recruiting, Hiring, Financial Reporting, Management, GAAP, General Ledger, PeopleSoft, Fixed Assets, Invoicing, Leadership, Talent Acquisition, Payroll
Education
Arizona State University 2005 — 2009
BS, Accounting
Higginbotham June 2014 - Present
Time Insurance Company April 2012 - June 2014
American Casualty Insurance Agency December 2011 - April 2012
Progressive Insurance August 2010 - January 2012
USI Insurance Services January 2003 - March 2010
Skills
Risk Management, Strategic Planning, Insurance, Employee Benefits, Customer Service, Sales Management, New Business Development, Microsoft Excel, Commercial Insurance, Property & Casualty..., Underwriting, General Insurance, Professional Liability, Casualty, Account Management, Workers Compensation, Liability, Umbrella Insurance, Casualty Insurance
Education
Angelo State University 2000 — 2001
Lake View High School 1997 — 2000
Pinnacle Entertainment February 2014 - Present
Pinnacle Entertainment April 2012 - February 2014
USI Insurance Services May 2011 - August 2011
Centene Corporation May 2010 - August 2010
Skills
Marketing, Time Management, Green Living, Player Development, Business Process, Customer Service, Management, Hospitality, Customer Satisfaction, Training, Event Planning, Microsoft Excel, Sales, Leadership, Microsoft Office, Event Management, Budgets, Team Building
Education
Ashford University 2013 — 2015
Master of Business Administration (MBA), Environmental Management
Missouri University of Science and Technology 2010 — 2011
Bachelor's degree, Business and Management Systems & Minor in (IST) Information Science Technology
Illinois College 2007 — 2010
Master of Business Administration (MBA)
Rutherfoord, MMA April 2012 - Present
USI Insurance Services March 2011 - April 2012
Seitlin Benefits June 2007 - November 2010
HRH 2005 - 2007
Palmer & Cay March 1999 - April 2005
Slabaugh Morgan March 1994 - March 1999
Skills
Employee Benefits, Strategy, Program Management, Business Strategy, Health Insurance, Insurance, Analysis, Brokers, Underwriting, Disability Insurance, Benefits Administration, Consulting, Health Savings Accounts, Life Insurance, D&O, Deferred Compensation, Leadership, Sales, Term Life Insurance, Management, Healthcare, Defined Benefit, Long-term Care, Reinsurance, Legal Liability, Managed Care, General Insurance, Medicare, Recruiting, COBRA, Talent Management, 401k, Account Management
Education
Barton College 1970 — 1972
BS, Business Admin
Gardiner Whiteley Boardman Insurance Group February 2013 - Present
L&R Salon July 2012 - Present
USI Insurance Services 2008 - 2011
Amica Mutual Insurance Co. August 2004 - June 2008
Skills
Acrylic Nails, Gel Manicures, Full Sets, Fills, Manicures, Pedicures, Nail Designs, Cosmetics, Makeup Artistry, Customer Service, Skincare, Personal Insurance, Property & Casualty..., HTML, Photoshop, Microsoft Office, Typing, Insurance Claims, Accident Claims, Property Claims, Sales, Training, Cosmetology, Data Entry, Customer Satisfaction, Sales Management, Spa, Hair Cutting, Insurance, Wellness, Gel Nails, Photo Shoots, Wraps, Call Center, Skin Care, Health Insurance, Telephone Skills
Education
QC Makeup Academy 2011 — 2013
Master Makeup Artistry, Make-Up Artist/Specialist
Newport School of Hairdressing-Main Campus 2012 — 2012
Manicuring Certification, Nail Technician/Specialist and Manicurist
State of Rhode Island & Providence Plantations 2005 — 2005
P&C Insurance License
Katharine Gibbs School 2002 — 2003
Certification, Media & Web Design
East Providence High School 1998 — 2002
High School Diploma, General High School
USI Insurance Services November 2014 - Present
Willis August 2011 - October 2014
UnitedHealth Group September 2007 - August 2011
CIGNA Healthcare January 1996 - September 2007
J. Smith Lanier & Co. 2000 - 2002
Skills
Health Insurance, Insurance, Benefits Administration, Consulting, Human Resources, Health Policy, Managed Care, Health Savings Accounts, Management, Brokers, Sales, Selling, Employee Benefits, Healthcare, Underwriting, Life Insurance, Leadership, Disability Insurance, Strategic Planning
Education
Augusta State University 1983 — 1987
Bachelor of Arts, English
USI Insurance Services October 2010 - Present
Huntington Insurance 1998 - October 2010
Irwin Union Bank 1996 - 1998
Wausau Insurance Companies 1994 - 1996
Skills
Underwriting, Risk Management
Education
Anderson University 1995 — 1998
Masters, Business Administration
Illinois State University 1990 — 1994
Bachelor of Science, Business Administration
USI Insurance Services February 2011 - Present
The Amerisc Corp July 1997 - February 2011
Essential Coverage Corp December 1993 - July 1997
Skills
Casualty, Sales Management, Insurance, Sales, Commercial Insurance, Property & Casualty..., Commercial Lines, New Business Development, Underwriting, Liability, Professional Liability, Workers Compensation, General Insurance, Legal Liability, Umbrella Insurance
Education
Bowling Green State University 1982 — 1986
Bachelor of Science, Business Administration
USI Insurance Services March 2009 - Present
Liberty Mutual 2003 - 2009
Independant Medical Examinations 1993 - 1998
Greater New York Insurance Companies 1990 - 1993
Murphy & Beane 1983 - 1990
Skills
Workers Compensation, Legal Liability, Insurance, Claim, Property & Casualty..., Commercial Insurance, Financial Risk, Casualty, Professional Liability, Liability, Risk Management, General Insurance, Liability Analysis, Inland Marine, Underwriting, Employee Benefits, Casualty Insurance
Education
Boston College 1979 — 1983
BA
BC High 1975 — 1979
USI Insurance Services March 2015 - Present
Florida Panthers June 2014 - Present
Citrix January 2015 - March 2015
Citrix November 2014 - January 2015
Fort Lauderdale Strikers June 2014 - December 2014
Becker & Poliakoff, P.A. May 2013 - August 2013
Skills
Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Research, Market Research, Public Relations, Marketing Strategy, Sales, Digital Marketing, Leadership, Time Management, Analysis, Economics, Teamwork, Statistics, Business Strategy, Financial Analysis, Finance, Market Analysis, Financial Modeling, Strategic Planning
Education
Florida State University 2010 — 2014
Bachelor's degree, Economics
ABC Bartending School 2010 — 2011
Certified Bartender
C&M Machine Products October 2015 - Present
USI Insurance Services November 2012 - October 2015
Neighborhood Diabetes March 2010 - August 2012
Curriculum Associates, Inc September 2008 - July 2009
Boston Analytical, Inc February 2000 - August 2008
MAHRA 2007 - 2007
Boston Analytical 1997 - 2000
Skills
Legal Compliance, Talent Management, Talent Acquisition, Recruiting, Succession Planning, Employee Relations, Benefits Administration, Development Of Employees, College Recruiting, FMLA, Applicant Tracking..., Human Resources, HR Policies, Job Descriptions, ADP Payroll, Compensation & Benefit, Hiring, New Hire Orientations, Interviews, Management, Deferred Compensation, Training, Conflict Resolution, Workforce Planning, Personnel Management, Temporary Placement, HR Consulting, Policy, Leadership
Education
Northeastern University 1992 — 1994
Bachelor of Science Degree, Psychology
Boston College 1987 — 1988
Pyschology
Wilmington High 1983 — 1987
High School diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
USI Insurance Services June 2002 - Present
Time Insurance Agency, Inc. 1997 - June 2002
Skills
Property & Casualty..., D&O, Commercial Insurance, Employment Practices..., Professional Liability, Commercial Lines, Brokers, Casualty, Umbrella Insurance, Inland Marine, Surety Bonds, Insurance, Workers Compensation, Liability, General Insurance, Sales, Account Management, New Business Development
Education
Texas State University-San Marcos 1997 — 1999
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Austin Community College 1992 — 1996
Associate's degree, Business Administration, Management and Operations
USI Insurance Services August 2015 - Present
Willis of Pennsylvania, Inc. June 1984 - August 2015
Skills
Insurance, Account Management, Customer Relations, Risk Management, Negotiation, Marketing Strategy, Commercial Insurance, Marketing, Management
Education
Pennsylvania State University-Brandywine 1984 — 1986
Certificate Program, Paralegal
Keystone Business School 1982 — 1984
Associate, Executive Secretary
USI Insurance Services June 2013 - Present
Phillips Insurance Agency December 2012 - April 2013
Phillips Insurance Agency November 2011 - December 2012
American Eagle Outfitters May 2009 - November 2011
American Eagle Outfitters April 2004 - May 2009
Skills
Team Leadership, Team Building, Strong Business Acumen, Loss Prevention, Driving Results, Store Operations, Customer Service, Sales, Shrinkage, New Store Development, Property & Casualty..., Microsoft Excel, Microsoft Office, Time Management, Retail, Merchandising, Inventory Management
Education
Bridgewater State University 2005 — 2009
BS, Psychology, Business Management
West Springfield High School 2001 — 2005
DeWitt Stern Group. a Risk Strategies Company July 2013 - Present
Bollinger, Inc./ now Gallagher Benefits July 2011 - December 2012
USI Insurance Services October 2000 - May 2011
First Health June 1996 - October 2000
John Hancock Life Insurance Company (U.S.A.) 1989 - 1996
Blue Cross and Blue Shield of NJ July 1983 - September 1989
Skills
Employee Benefits, Benefits, New Business Development, Marketing Strategy, Business Planning, Motivational Speaking, Strategic Planning, Sales, Insurance, Sales Operations, Disability Insurance, Small Business, Management, Managed Care, Customer Retention, Marketing, Coaching, Strategy, Start-ups, Leadership, Healthcare, Property & Casualty..., Health Insurance, Health Savings Accounts, Risk Management, Life Insurance, Workers Compensation, Brokers, Health Care Reform, Underwriting, Account Management, Benefits Administration, Commercial Insurance, Claim, Medicare, Claims Management, Long-term Care, Legal Liability, Reinsurance, Professional Liability, 401k, General Insurance
Education
Assumption College
Bachelors, Psychology & Education
Worcester State College
Graduate Studies - Education Administration
Kean University
Graduate Studies - Education Administration
Worcester Academy
Copyright Clearance Center March 2014 - June 2014
USI Insurance Services November 2011 - January 2014
State Representative Ryan Fattman February 2011 - October 2011
State Representative Campaign to Elect Joanne Powell March 2011 - May 2011
Congressional Campaign to Elect Sean Bielat, Mass. 4th District February 2010 - November 2010
Mugar Memorial Library at Boston University September 2005 - August 2009
Newman and Company 2008 - 2009
Boston University Financial Aid Office May 2005 - September 2005
Skills
Public Policy, Political Campaigns, Analysis, Grassroots Organizing, Strategic Communications, Business Analysis, Microsoft CRM, Employee Benefits, Property & Casualty..., Microsoft Excel, Insurance, Policy Analysis, Policy, Public Relations, Community Outreach, Strategic Planning, Politics, Research, Proposal Writing
Education
Boston University 2006 — 2010
B.A., Economics and International Relations
St Johns Prep, Danvers MA 2002 — 2005
Berklee College of Music
General Music Studies Certificate Program, Blues Guitar/ Rhythm and Groove Guitar/ Basic Improvisation, 4.0
USI Insurance Services November 2008 - Present
Hays Companies 2003 - 2008
Aon Consulting 1997 - 2003
Skills
Employee Benefits, Efficiency Improvement, Financial Analysis, Insurance, Brokers, Disability Insurance, Underwriting, Life Insurance
Education
Ball State University - College of Business 1974 — 1978
BS, Finance & Marketing
Life Office Management Association
FLMI, Insurance
USI Insurance Services July 2015 - Present
First Merchants Insurance Group August 2006 - June 2015
Morrison Galliher, Inc January 1998 - August 2006
Morrison Galliher, Inc December 1989 - January 1998
Marsh & McLennan, Inc August 1988 - November 1989
Marsh & McLennan Companies April 1987 - August 1988
Marsh & McLennan, Inc April 1984 - April 1987
Aetna Life & Casualty Company March 1982 - April 1984
Lord & Taylor November 1981 - March 1982
Lord & Taylor February 1981 - November 1981
Skills
CPCU, Underwriting, Property, Commercial Insurance, Professional Liability, Workers Compensation, Casualty
Education
Ball State University 1975 — 1979
Bachelor of Science Degree, History and Political Science
USI Insurance Services July 2014 - Present
Scottsdale Insurance Company January 2004 - July 2014
Catalytica Energy Systems, Inc January 2001 - December 2003
MicroAge, Inc January 1998 - January 2001
MicroAge January 1995 - January 1998
Skills
HR Strategy, Talent Management, Compensation, Organizational..., Training & Development, Corporate Communications, Community Relations, Leadership Development, Organizational..., HRIS, Deferred Compensation, Personnel Management, Coaching, Employee Training, Employee Benefits, Training, Employee Engagement, Leadership, Workforce Planning, Succession Planning, Employee Relations, Management, Recruiting, Community Development, Human Resources, Change Management, Process Improvement, Program Management, College Recruiting, Onboarding, Mergers & Acquisitions, Performance Management, Talent Acquisition, Benefits Administration, Organizational Design
Education
Arizona State University
BA, Training & Development
Arizona State University
MA, Higher Education Administration
Caliber Wealth Management August 2015 - Present
USI Insurance Services May 2014 - July 2015
Wells Fargo Insurance Services June 2007 - April 2014
Regence BlueCross BlueShield August 2003 - June 2007
Sundance Resort 1993 - 2007
Kiora Web Development March 2000 - June 2003
The Rock Garden October 1991 - January 2000
Skills
Public Speaking, Sales, Salesforce.com, Project Management, Health Insurance, Team Management, Event Planning, Travel, Cycling, Marketing Strategy, Training, Management, Employee Benefits, Account Management, Lead Generation, Marketing, Start-ups, Customer Service, Business Development, New Business Development, Disability Insurance, Insurance
Education
Brigham Young University 1986 — 1993
BA, English, Business Management
Southwest High School 1983 — 1986
Grad, College Prep
The Mackrides Insurance Group March 2008 - Present
The Safegard Group, Inc. November 2005 - March 2008
USI Insurance Services May 2003 - November 2005
Skills
Property & Casualty..., Liability, Excess, Workers Compensation, Risk Mitigation, Insurance, Casualty, Commercial Insurance, Risk Management, Customer Retention, D&O, Underwriting, Brokers, Professional Liability, Legal Liability, Claims Management, Claim, Commercial Lines, Reinsurance, Account Management, Strategic Planning, Umbrella Insurance, Captives, New Business Development, Employment Practices..., Casualty Insurance
Education
Albright College 1983 — 1987
BA, Political Science
USI Insurance Services June 2015 - Present
DayNine Consulting, Inc. October 2013 - June 2015
Mercer January 2013 - October 2013
ADP February 2006 - August 2012
Hewitt Associates 2006 - 2008
Skills
Change Management, Project Management, Benefits Administration, HRIS, ADP Payroll, Employee Benefits, Financial Analysis, Onboarding, Options, Time & Attendance, Project Portfolio..., BPO, Leadership, Product Development, Workday, Agile Methodologies
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, Marketing, Product Management
Binghamton University 2000 — 2004
BS, Financial Economics
Masonite International July 2015 - Present
Northwestern Mutual May 2013 - May 2015
Tampa Connection August 2011 - August 2014
Active2Applicant October 2011 - October 2013
Advocate Consulting Group (Insurance Brokers) January 2013 - May 2013
WellCare June 2012 - October 2012
USI Insurance Services October 2010 - December 2011
United States District Court for the Middle District of Florida August 2008 - January 2009
Assurex Global November 2006 - September 2007
American University, Washington College of Law 2004 - August 2005
Skills
Government, Legal Writing, Management, Public Relations, Fundraising, Strategic Communications, Corporate Law, Social Media, Program Management, Employee Benefits, International Law, Insurance, Leadership, Litigation, Recruiting, Criminal Law, Civil Litigation, Project Management, Public Speaking, Non-profits, Strategic Planning, Research, Healthcare, Team Building, Microsoft Office, Trials, Legal Research, Teaching, Community Outreach, Policy, Customer Service, Mediation, Commercial Litigation, Event Planning, Benefits Administration, Health Insurance, Contract Negotiation, Health Care Reform, Nonprofits, Training, Organizational..., Analysis, Claim, Health Policy, Budgets, Workers Compensation, Employee Relations, Brokers, Human Resources, Coaching
Education
American University Washington College of Law 2002 — 2005
J.D., International, Corporate and Environmental Law
Bowling Green State University 1996 — 2001
B.A., English, Business, Law
USI Insurance Services June 2010 - Present
Professional Medical Insurance Services Inc. January 2008 - December 2009
United American Insurance Company March 2007 - December 2008
Skills
Health, Life, Property..., Selling, Brokers, Negotiation, Sales, Property, Sellers, Referrals, Marketing, Investment Properties, Management, Advertising, Investors
Education
Angelo State University 1983 — 1987
Business, Management, Marketing, and Related Support Services
The TJX Companies, Inc. July 2015 - Present
Nuance Communications January 2014 - July 2015
Nuance Communications January 2013 - January 2014
Nuance Communications October 2009 - January 2013
Vanu, Inc. July 2007 - June 2009
USI Insurance Services August 2006 - July 2007
Skills
Applicant Tracking..., iCIMS, Employment-based..., Department Budget..., Corporate Relocation, CRM, Onboarding, Sourcing, Recruiting, Employee Benefits, Human Resources, Interviews, New Hire Orientations, Deferred Compensation, College Recruiting, Temporary Staffing, Compensation, Talent Acquisition, Analysis, HRIS, Employee Relations, Screening Resumes, Talent Management, Executive Search, Screening, HR Policies, Vendor Management, Employer Branding, Mergers
Education
Assumption College 2002 — 2006
B.A., Business Marketing
Westford Academy 1998 — 2002
USI Insurance Services April 2015 - Present
SmartSource Technical Staffing April 2012 - April 2015
Brooksource November 2014 - March 2015
Sills Cummis & Gross P.C. December 2012 - May 2014
Friedman Williams Group October 2012 - December 2012
PC AGE Career Institute June 2012 - June 2012
AT&T Mobility October 2007 - December 2010
Skills
Computer Hardware, Customer Service, Networking, Computer Repair, Windows 7, Troubleshooting, Microsoft Office, Windows, Customer Satisfaction, Call Center, XP, Network Security, Technical Support, Help Desk Support, Software Installation, Operating Systems, Switches, TCP/IP, DHCP, CompTIA A Certification, Microsoft Certified..., Information Technology, Outlook, Laptops, A Certified, Citrix, System Deployment, Hardware, Windows Vista, Computer Maintenance, Software Documentation, Printers, DNS, Wireless Networking, Windows XP, Active Directory, Windows Server, Network Administration, Servers, System Administration, VPN, Group Policy, OS X
Education
PC Age-Parsippany 2011 — 2012
Engineer's degree, Computer and Information Sciences and Support Services
Bergen Community College 1999 — 2001
Liberal Arts and Sciences, General Studies and Humanities
Nyack College 1997 — 2000
Liberal Arts and Sciences, General Studies and Humanities
Patra Corporation February 2012 - Present
Patra Corporation February 2012 - Present
at Wells Fargo Insurance via Newpoint Resources, LLC December 2010 - February 2012
USI Insurance Services - California Region June 2001 - December 2010
USI Insurance Services April 2004 - May 2007
USI Insurance Services - Seattle June 2001 - April 2004
Senior Associate in Compliance Department at OUM & Associates/AIS of WA, Inc. May 2000 - June 2001
OUM & Associates/AIS of WA, Inc December 1991 - June 2001
OUM & Associates/AIS of WA, Inc. June 1996 - May 2000
OUM & Associates/AIS of WA, Inc. February 1994 - June 1996
Skills
Insurance, Commercial I, Project Implementation, Workflow, Managerial, Sales Management, Client Services, Outsourcing, Project Management, Business, Property & Casualty..., Outsourcing Management, Business Process..., Operational Efficiency, Production Efficiency, Program Management, Financial Services, Business Analysis, Risk Management, Software Documentation, Change Management, Employee Benefits, Customer Service, Software Conversions, Highly motivated..., Relationship Management, Insurance Software, Budgets, Executive Reporting, Business Requirements, Commercial Insurance, Underwriting, Brokers, CRM, Management, Training, Analysis, Business Process, Health Insurance
Education
State of California 2007 — 2014
Property Casualty License, Insurance
AD Banker & Company 2007 — 2007
PreLicensing Course, Insurance
Slater Insurance School 2004 — 2004
Pre-licensing course, insurance
State of Washington 1996 — 2004
Held Property Casualty License, Insurance
Bellevue Community College 1993 — 1999
Took courses to maintain / update skills
University of Michigan-Flint 1987 — 1990
Bachelor, Applied Science
Baker College of Flint 1984 — 1987
Associate in Business Administration, Business
Carey, Richmond & Viking May 2004 - Present
USI Insurance Services January 1999 - May 2004
Warburton Insurance June 1987 - January 1999
ADP 1983 - 1986
Education
Boston College 1979 — 1982
B.S., Finance
Holy Name Central Catholic
Walker & Dunlop December 2014 - Present
USI Insurance Services July 2012 - December 2014
Academic Risk Resources & Insurance, LLC March 2010 - February 2011
Travelers Insurance May 2007 - August 2009
Banc Insurance July 2002 - May 2007
Skills
Analysis, Customer Service, Insurance, Management, Marketing, Sales, Strategy, Training, Underwriting, Account Management, Negotiation, Strategic Planning
Education
Broome Community College
Kore Insurance Holdings, LLC February 2013 - Present
The Bogle Agency August 2011 - January 2013
Maxons Restorations, Inc. October 2010 - August 2011
USI Insurance Services February 2008 - July 2010
Liberty Mutual November 2006 - March 2009
Konica Minolta January 2004 - January 2006
Skills
Insurance, Property & Casualty..., New Business Development, Sales, Negotiation, Sales Management, Account Management, Underwriting, Cold Calling, Strategic Planning, Contract Negotiation, Customer Service, Marketing Strategy, Salesforce.com, Team Building, Commercial Insurance, Risk Management, Employee Benefits, Leadership, Real Estate, Selling, Work Under Minimal..., Online Marketing, Customer Retention, Financial Analysis
Education
Boston University 1999 — 2003
Bachelors, Organizational Behavior
Boston University - School of Management 1999 — 2003
Bachelor of Science, Business Administration
Selective Insurance April 2014 - Present
IIAV April 2013 - April 2014
University Instructors June 2012 - May 2013
USI Insurance Services November 2010 - April 2011
Friedman Associates Insurance May 2009 - November 2010
State Farm Insurance June 2008 - May 2009
Stowe Insurance Agency January 2006 - June 2008
Rockman Insurance Group January 2005 - January 2006
Skills
Insurance, Property & Casualty..., Commercial Insurance, Workers Compensation, Underwriting, Customer Service, Liability, Professional Liability, New Business Development, Sales, Social Media Marketing, Marketing, Employment Practices..., Umbrella Insurance, Account Management, Casualty, Commercial Lines, Nonprofits, Fixed Annuities, Life Insurance, Legal Liability, Disability Insurance, Small Business, Brokers, Term Life Insurance, Management, General Insurance, Health Insurance, Product Knowledge, Claims Management, Claim, Customer Retention, Training, Risk Management, Leadership, Marketing Strategy, Casualty Insurance
Education
Ashford University 2008 — 2015
In Progress, Public Relations, Advertising, and Applied Communication
Albion College 2002 — 2004
N/A, Psychology
Concord High School 1999 — 2002
Concord High School
USI Insurance Services April 2015 - Present
IBM September 2013 - February 2015
IBM January 2005 - February 2015
IBM June 2010 - September 2013
Unisys July 2004 - September 2004
Skills
User Interface Design, Flash, Web Design, Graphic Design, Graphics, After Effects, Video Editing, Visual Design, Dreamweaver, Interaction Design, Illustration, Motion Graphics, Web Development, Video, Multimedia, Mobile Applications, Digital Strategy, User Experience, Information Architecture, Content Management, CSS
Education
Art Institute of Philadelphia 2001 — 2004
Bachelor of Science (BS), Multimedia & Web Design
Cigna September 2014 - Present
Towers Watson June 2013 - September 2014
USI Insurance Services June 2012 - June 2013
Express Scripts November 2010 - June 2012
Aetna September 2008 - November 2010
Aetna May 2008 - August 2008
Aetna September 2007 - May 2008
Aetna June 2006 - September 2007
Skills
Health Insurance, Consultative Selling, Employee Benefits, Account Management, Managed Care, Business Relationship..., Relationship Development, Relationship Cultivation, Writing, Sales Presentations, Group Presentations, Underwriting, Brokers, Insurance, Leadership, Healthcare, Talent Management, Disability Insurance
Education
Bentley University 2002 — 2006
BofS, Marketing
USI Insurance Services March 2010 - Present
TD Insurance 2006 - 2010
Marsh & McLennan Companies, Inc. 2003 - 2004
Skills
Employee Benefits, Underwriting, Property & Casualty..., Health Insurance, Insurance, Commercial Insurance, Brokers, Risk Management, Workers Compensation, Professional Liability, Liability
Education
Boston College 1979 — 1983
BA, Political Science
USI Insurance Services January 2012 - Present
USI Insurance Services March 2010 - December 2011
National City Insurance Group January 2008 - March 2010
Master Consulting Group March 2004 - January 2008
Skills
Employee Benefits, Insurance, Benefits, Strategic Planning, Disability Insurance, Health Savings Accounts, Executive Pay, Health Insurance, Property & Casualty..., Health Care Reform, Workers Compensation, Benefits Administration, Underwriting, Claim, FSA, Long-term Care, General Insurance, Brokers, Retirement, Life Insurance
Education
Baldwin-Wallace College 2009 — 2012
MBA, Systems Analysis
Bowling Green State University 1998 — 2002
Bachelor of Arts (B.A.), Business and Psychology
EisnerAmper LLP November 2012 - Present
Impacct, LLC May 2011 - December 2012
Impacct, LLC September 2010 - April 2011
USI Insurance Services July 2008 - July 2009
Skills
Accounting, Financial Reporting, QuickBooks, Financial Analysis, Financial Accounting, Accounts Payable, Bookkeeping, Account Reconciliation, Microsoft Excel, Journal Entries, Accounts Receivable, Microsoft Word, Payroll, Microsoft Office, Budgets, Auditing, Financial Statements
Education
Baruch College 2011 — 2012
Master of Science (M.Sc.), Accountancy
Fordham University 2007 — 2011
Bachelor of Science (B.Sc.), Applied Accounting and Finance
USI Insurance Services February 2009 - Present
Liberty Mutual Insurance October 2007 - February 2008
Florida Marlins Baseball Org. (Portland Sea Dogs, Albuquerque Isotopes, more....) June 1998 - September 2006
Skills
Property & Casualty..., Account Management, Insurance, Sports, Baseball, Strategic Planning, Salesforce.com, Commercial Insurance, Sales, New Business Development, Business Development, Employee Benefits, Customer Service, Health Insurance, Underwriting
Education
Bowling Green State University 1998 — 2002
Centerville High School 1992 — 1995
USI Insurance Services February 2011 - Present
Atlynx Surety Brokers LLC July 2005 - February 2011
Skills
Underwriting
Education
Hofstra University 1990 — 1993
MBA, Banking & Finance
Binghamton University - School of Management 1983 — 1988
BS, Accounting & Finance
USI Insurance Services September 2012 - Present
The Protector Group June 2011 - September 2012
The Rowley Agency, Inc. July 2007 - June 2011
Starkweather & Shepley Insurance Brokerage Inc. June 2005 - May 2007
American Stop Loss Insurance Brokerage Services, Inc. 2003 - 2005
WellPoint 1996 - 2003
Massachusetts Mutual Life Insurance Company 1985 - 1996
Skills
Insurance, Health Insurance, Employee Benefits, Health Savings Accounts, Underwriting, Disability Insurance, New Business Development, Account Management, Strategic Planning, Sales Management, Healthcare, COBRA, Self-funded, Marketing, Health Care Reform, Cafeteria Plans, Health Policy
Education
Bowdoin College 1981 — 1985
B.A., Government & Legal Studies
The University of Edinburgh 1983 — 1984
Political Science
Bishop Brady High School 1978 — 1981
St. Paul's School, Advanced Studies Program 1980 — 1980
History of Minority/Majority Group Relations in America
USI Insurance Services February 2011 - Present
The Amerisc Corp. July 2003 - February 2011
TSC Direct June 1999 - June 2003
Education
Briarcliffe College 2002 — 2004
Bachelors, Information Technology
Katharine Gibbs School 1997 — 1999
Associate, Business and Information Technology
Hofstra University 1996 — 1997
Accounting
CIGNA Healthcare September 2010 - Present
USI Insurance Services March 2009 - September 2010
Syer and Nottingham, Inc. 1995 - December 2009
SCORE 2004 - 2006
SNI Management Associates, Inc. 1993 - 1995
Skills
Employee Benefits, Health Insurance, Insurance, Contract Negotiation, Internal Communications, Disability Insurance, Negotiation, Sales, Management, Small Business, Business Strategy
Education
DePaul University 2012 — 2014
M.A., Business Management
Andrews University 1990 — 1994
B.A., Economics
Accenture Procurement BPO June 2014 - Present
Accenture 2011 - 2014
Marsh & McLennan Companies, Inc. / Mercer November 2005 - February 2011
BWD Group LLC August 2005 - November 2005
USI Insurance Services September 2002 - August 2005
CenterCare Health Plan 2001 - 2002
Skills
Deferred Compensation, Talent Management, Health Insurance, Employee Relations, Employee Benefits, Benefits Administration, Talent Acquisition, Insurance, Human Resources, Onboarding, Customer Service, Performance Management, HRIS, HR Consulting, Applicant Tracking..., PeopleSoft, Organizational..., Payroll, Employee Engagement, Process Improvement, HR Policies, Succession Planning, Benefits Management, Organizational Design, Outsourcing, Workforce Planning, New Hire Orientations, COBRA, Personnel Management, Compensation & Benefit, Recruiting, College Recruiting, Employer Branding, Organizational...
Education
Baruch College
International Marketing Management
Borough of Manhattan Community College
Business Management
Queens College
Bachelor of Science (BS), Economics
SterlingRisk October 2014 - Present
The Rampart Group July 2011 - September 2014
Signature Group, Inc. November 2010 - July 2011
USI Insurance Services July 2009 - November 2010
BWD Group August 2002 - July 2009
Skills
Commercial Insurance, Umbrella Insurance, Workers Compensation, Underwriting, Property, Commercial Lines, Inland Marine
Education
Adelphi University 2000 — 2002
Bachelor of Arts (B.A.), Psychology
Nassau Community College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
USI Insurance Services August 2012 - September 2015
BNK Insurance Services April 2012 - August 2012
Relocation Synergy Group July 2011 - August 2012
Swingle Collins & Associates September 2008 - June 2011
Skills
Workers Compensation, Legal Liability, Property & Casualty..., Insurance, Outlook, Brokers, Liability, Customer Service, Professional Liability, Commercial Insurance
Education
Richland Community College 2011 — 2012
Brookhaven Community College 2010 — 2011
Business
USI Insurance Services April 2011 - Present
Welch Graham & Ogden Insurance Inc. October 2007 - April 2011
First Choice Insurance Agency, Inc. July 2006 - October 2007
Skills
Bilingual Proficiency..., Proficiency with Excel,..., Marketing Research with..., ImageRight Proficiency, Sagitta Management..., AMS360 Management System, AFW Management System, Computer Proficiency, High Organizational..., Goal Oriented, Problem Solving, Multitasking Skills, Fast Learner, High level of initiative, Spanish, Commercial Lines, Analytical Skills, Brokers, Casualty, Commercial Insurance, Insurance, Professional Liability, Property & Casualty..., Umbrella Insurance, Underwriting, Workers Compensation, Employee Benefits, Employment Practices..., Liability, Casualty Insurance, Legal Liability, Customer Service, General Insurance
Education
George Mason University - School of Management 2010 — 2012
Bachelor of Science (B.S.), Marketing, Graduated with Honors
Northern Virginia Community College 2007 — 2009
Associate of Science (A.S.), Business Administration, Summa Cum Laude
Universidad Católica San Pablo 2003 — 2005
Systems Engineering
Surplus Lines Insurance License
Insurance
Property & Casualty Insurance License
Insurance
Adaptive Insights October 2014 - Present
Private Company - Remote November 2010 - Present
Corporate Labs December 2013 - October 2014
Robert Half Technology February 2012 - December 2013
VideoGenie February 2011 - August 2011
Freedom Debt Relief December 2009 - November 2010
Freedom Debt Relief February 2006 - February 2010
Teleleaders, Inc. March 2004 - February 2006
USI Insurance Services January 2002 - March 2004
Alteon WebSystems May 1999 - January 2002
Skills
Salesforce.com, Strategy, Team Building, Recruiting, Leadership, Management, Marketing, Sales Management, Sales, Training, New Business Development, Coaching, Business Development, Entrepreneurship, Networking, Direct Sales, Online Marketing, Marketing Strategy, Hiring, Sales Process, Business Strategy, CRM, Start-ups, Team Leadership, Cold Calling, Social Media, Account Management, Lead Generation, Email Marketing, SaaS, B2B, Strategic Planning, Online Advertising, E-commerce, Social Media Marketing, IT Recruitment, Sales Operations, Problem Solving, Budgets, Strategic Partnerships, Direct Marketing, Product Marketing, Mentoring, Change Leadership, Organizational..., Consultative Selling, Inside Sales, Human Resources, Talent Management, Talent Acquisition
Education
Ashford University
Bachelor of Arts (B.A.)
Towson University
Community College of the Air Force
Entrust Inc. February 2010 - Present
HealthFirst TPA, Inc. September 2008 - November 2009
Mutual Assurance Administrators, Inc. August 2006 - August 2008
Producers Exchange Benefit Services, Inc. February 2001 - August 2008
USI Insurance Services June 1997 - September 1999
SJA Brokerage, Inc. 1975 - 1997
Skills
Employee Benefits, Underwriting, Health, Disability Insurance, Self-funded, Insurance, Brokers, Workers Compensation, Health Insurance, Benefits Administration, Life Insurance, Managed Care, Claim, Healthcare, Reinsurance, HIPAA, Term Life Insurance
Education
Baylor University 1965 — 1969
BBA, Marketing/Advertising
Highland Park High School 1962 — 1965
Diploma
USI Insurance Services April 2012 - Present
MJ Insurance Inc. September 2005 - April 2012
Hub International (Milne Scali & Co.) April 2004 - September 2005
Chase April 2003 - April 2004
Cleanfilms, LLC July 2001 - November 2003
Skills
Commercial Insurance, Property & Casualty..., Risk Management, Workers Compensation, General Liability, Professional Liability, Employment Practices..., Product Liability, Claims Management, Credit Insurance, Captives, Employee Benefits, Manufacturing, Social Services, Non-profits, Construction, Restaurants, Insurance, Certified Insurance..., Workers' Compensation..., Legal Liability, Commercial Lines, Life Insurance, Casualty, Liability, Disability Insurance, Strategic Planning, Leadership, Training, Underwriting, Health Insurance, D&O, Insurance Brokerage, Management, Health Savings Accounts, CRM, Human Resources, Brokers, Financial Risk, Nonprofits, Casualty Insurance
Education
Global Leadership, Arizona State University West 2006 — 2008
MBA
Arizona State University, W. P. Carey School of Business 2000 — 2003
BS
Brigham Young University 2000 — 2001
Brigham Young University - Idaho 1996 — 1999
Associates
Mountain View High School 1993 — 1996
Trans Pecos Real Estate, Inc. January 2007 - Present
USI Insurance Services September 1997 - May 2007
Education
Angelo State University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
USI Insurance Services August 1998 - Present
UnitedHealthcare January 1996 - August 1998
Skills
Insurance, Employee Benefits, Property & Casualty..., Long-term Care, Commercial Insurance, Health Insurance, Disability Insurance, Underwriting, Life Insurance, Brokers, Casualty, Customer Service, Term Life Insurance, Dentistry, Managed Care, Workers Compensation, Medicare, Health Policy, Benefits Administration, Fixed Annuities, Accident, Claim, Health Savings Accounts
Education
Grand Valley State University 1991 — 1995
Bachelor, Science
Adrian College 1991 — 1992
USI Insurance Services July 2015 - Present
Sandler Training - Greater Grand Rapids July 2013 - July 2015
Goodwill Industries of Greater Grand Rapids, Inc. August 2011 - July 2013
Aon March 2007 - July 2011
Spectrum Benefits, LLC June 1996 - March 2007
Davenport University January 1994 - December 1999
Johnson & Higgins June 1992 - June 1996
Rollins Burdick & Hunter July 1990 - June 1992
Blue Cross Blue Shield of Michigan June 1985 - July 1990
Skills
Fundraising, Strategic Planning, Non-profits, Leadership Development, Capacity Building, Organizational..., Management, Organizational..., Leadership, Nonprofits, Mentoring, Marketing Communications, Healthcare, Team Building, Strategy, Finance, Insurance, Employee Benefits, Training, Team Leadership, Budgets, Coaching, Executive Management, Entrepreneurship, Management Consulting, Public Speaking, New Business Development, Business Planning, Change Management, Human Resources, Sales, Selling, Negotiation, Sales Management, Small Business, Mergers & Acquisitions, Customer Service
Education
Aquinas College
MM, Management
Walsh College of Accountancy and Business Administration
BBA, Marketing
Frenkel Benefits, LLC May 2011 - Present
Aon Hewitt June 2008 - February 2011
Mercer 2003 - 2008
USI Insurance Services 2000 - 2003
Kooper Group 1990 - 2000
Skills
Health Insurance, Employee Benefits, Defined Benefit, Disability Insurance, Managed Care, Benefits Administration, Brokers, Account Management, Insurance, Reinsurance, Term Life Insurance, Long-term Care, Workers Compensation, Health Savings Accounts, Property & Casualty..., Life Insurance, Healthcare, Medicare, Strategy, Underwriting, 401k, Retirement, COBRA, Employee Wellness, Executive Pay, ERISA, Health Care Reform, Consulting, Strategic Planning
Education
Baruch College, City University of New York (CUNY)
BA, Marketing
Marsh & McLennan Companies, Inc. June 2003 - Present
USI Insurance Services October 1994 - August 2002
Skills
Marine Insurance, Property & Casualty..., Account Management, Supervisory Experience, Team Leadership, Policy Writing, Policy Analysis, Public Speaking, Program Development, Platforms, New Business Development, Salesforce.com, Management Accounting, Business Development, Department Budgeting, Insurance Law, Maritime, Brokers, Claims Management, Risk Management, Claim, Business Planning, Litigation Management, Captives, Legal Liability, Professional Liability, Inland Marine, Insurance
Education
Southern Career College 1990 — 1992
Paralegal, Law
USI Insurance Services 2006 - 2008
Willis January 2002 - November 2006
Education
Bellevue College 2014 — 2016
Certificate in Project Management
San Francisco State University
Bachelor's degree
Pope John Paul II Catholic Academy August 2015 - Present
Excel Academies July 2013 - Present
Breakthrough Greater Boston May 2014 - August 2014
Saint Ignatius Martyr Catholic School 2010 - 2013
University of Notre Dame (ACE Program) June 2012 - July 2012
Pearson Education July 2009 - January 2010
USI Insurance Services June 2006 - August 2008
Math Friar 2006 - 2008
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Integrating Technology..., Lesson Planning, Training, Differentiated..., Educational Technology, Google Chrome, Management, Team Building, Event Planning, Community Outreach, Social Media, Project Planning, Microsoft Word, Strategic Planning, Conflict Management, Accreditation, Classroom Management, Sales, Elementary Education, Budgets, Secondary Education, Conflict Resolution, Communication Skills, Teaching, Educational Leadership, Classroom, Leadership, E-Learning, Program Management, Public Speaking, Staff Development, Curriculum Design, Tutoring, Curriculum Development
Education
University of Notre Dame 2010 — 2012
Master's of Education, GPA: 3.95, K-6 Elementary, K-8 Mathematics
Providence College 2005 — 2009
Bachelor of Science, Finance & Management, GPA 3.8, Providence College School of Business
Beijing Language and Culture University 2008 — 2008
Study abroad program in Chinese Economics and Culture
Davidson Benefits Planning, LLC May 2015 - Present
USI Insurance Services June 2011 - May 2015
Portland Financial Group November 2009 - June 2011
MassMutual Financial Group May 2008 - October 2009
Skills
Customer Service, Coaching, Insurance, Disability Insurance, Employee Benefits, Account Management, Health Insurance
Education
American International College
USI Insurance Services September 2013 - Present
USI Insurance Services October 2004 - Present
Skills
Employee Benefits, Health Insurance, Insurance, Underwriting, Disability Insurance, Health Savings Accounts, Brokers, Benefits Administration, COBRA, Group Insurance, Strategic Planning, Account Management, Life Insurance, Leadership, Term Life Insurance
Education
Boston University 1998 — 2002
Bachelor of Arts (B.A.), Music Theory and Saxophone Performance
Trek Insurance Group, Inc June 2015 - Present
USI Insurance Services December 2014 - May 2015
HUB International June 2001 - December 2014
Skills
Health Savings Accounts, Sales Prospecting, Disability Insurance, Health Insurance, Insurance, Employee Benefits, Brokers, Life Insurance, Workers Compensation, Dentistry, Term Life Insurance, Medicare, Underwriting, Self-funded, Commercial Insurance, Professional Liability, COBRA, Claim, Accident, Property & Casualty..., Group Medical, Health Care Reform, Group Insurance, Flexible Spending..., Long-term Care, Voluntary Employee..., Insurance Brokerage, Employment Practices..., Liability, D&O, Legal Liability, Reinsurance, Casualty, Commercial Lines, Fixed Annuities, Umbrella Insurance, Cafeteria Plans, General Insurance, Surety Bonds, 401k, Captives, Benefits Administration
Education
Arizona State University 2001 — 2007
Thunderbird High School 1997 — 2001
USI Insurance Services July 2013 - Present
Lockton Companies June 2012 - February 2013
Marsh & McLennan Companies, Inc. October 2003 - December 2011
RSA July 2002 - October 2003
Liberty Mutual Insurance September 2000 - June 2002
The Mahoney Group September 1999 - August 2000
Liberty Mutual Insurance January 1990 - August 1999
Anna Maria College July 1988 - December 1989
Skills
Risk Management, Risk Assessment, Underwriting, Brokers, Supervisory Skills, Mergers, Due Diligence, Workers Compensation, Property & Casualty..., Real Estate Economics, New Business Development
Education
Anna Maria College
MBA, Finance
Saint Louis University
Pre-Medical, Biology, General
University of Massachusetts Dartmouth
BA, Economics
Motorsports Authentics October 2011 - September 2014
Bi-Lo #640 March 2009 - May 2011
Filtersfast.com August 2006 - March 2009
Foodlion #446 February 2006 - October 2006
USI Insurance Services February 2003 - August 2005
USI of Southern California February 2003 - August 2005
Stimson Pools November 2001 - January 2003
Harte Hanks Response Management March 2000 - October 2000
Outlaw Connection Stunt Team November 1997 - December 1999
A.I.R.O. Products February 1997 - November 1997
Skills
Customer Service, Microsoft Office, Management, Sales, Leadership, Project Management, Insurance, Marketing, Negotiation, Property & Casualty...
Education
Antelope Valley College
USI Insurance Services June 2015 - Present
Assured Neace Lukens September 2013 - May 2015
W&S Financial Group June 2011 - February 2013
Humana July 2010 - June 2011
Humana November 2009 - July 2010
Ohio University September 2004 - June 2008
The Coca-Cola Company June 2006 - August 2007
Skills
Training, Marketing, Event Planning, Sales Management, Sales, Customer Service, Management, Event Management, Fundraising, Social Media Marketing, Consulting, Product Marketing, Account Management, Key Account..., Business Planning, Project Management, Insurance, Salesforce.com, Marketing Communications, Employee Training, CRM, Market Research, Time Management
Education
Ashford University 2010 — 2011
MA, Organizational Management
Ohio University 2004 — 2008
BS, Bachelors Of Sports Mangement
USI Insurance Services February 2015 - Present
Evergreen Health August 2014 - February 2015
Evergreen Health May 2014 - August 2014
Aetna September 2013 - May 2014
Aetna August 2008 - September 2013
Aetna September 2007 - July 2008
Education
Saint Vincent College 2005 — 2007
BA, Communication: Public Relations and Advertising Concentration
Anne Arundel Community College 2005 — 2005
Associate's Degree, General Studies and Psychology
USI Insurance Services April 2015 - Present
Willis June 2010 - March 2015
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Insurance, Employee Benefits, Workers Compensation, Underwriting, Brokers, Managed Care, Account Management
Education
Bowling Green State University
Bachelor of Science, Business
Case Western Reserve University - Weatherhead School of Management
Masters of Business Administration
USI Insurance Services September 1986 - Present
Bradshaw & Weil, Inc. Agency 1981 - 1986
Transamerica Insurance Co. 1977 - 1981
Education
Ball State University 1973 — 1977
Bachelor of Science (BS), Business/Commerce, General
USI Insurance Services July 2014 - Present
USI Insurance Services May 2013 - July 2014
Sabal Insurance Group September 2010 - May 2013
Education
University of Central Florida 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Art Institute of Fort Lauderdale 2007 — 2009
Associate of Science (A.S.), Photography
USI Insurance Services April 2014 - Present
Webb & Greer Insurance February 2007 - April 2014
Farnsworth Webb Greer 2002 - February 2007
American Express 2000 - 2002
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance, Professional Liability, Casualty, Umbrella Insurance, Legal Liability, D, Employment Practices..., Claims Management, Life Insurance, Inland Marine, Health Insurance, Employee Benefits, Errors, Surety Bonds, Insurance, Risk Management, Liability, Underwriting, Captives, D&O, Commercial Lines, General Insurance, Brokers, Claim, Reinsurance, Disability Insurance, Excess, Term Life Insurance
Education
Brigham Young University 1998 — 2001
BA, Political Science/Business Mgmt
Highland
Highland
Highland
USI Insurance Services August 2013 - Present
Liberty Mutual Insurance March 2013 - August 2013
Beth Israel Deaconess Hospital September 2010 - November 2012
Exeter Hospital November 2005 - August 2010
Exeter Hospital November 1994 - November 2005
Skills
Human Resources, Employee Relations, Recruiting, Leadership, Producer Hiring, Onboarding, Talent Management, Employee Benefits, Interviews, Applicant Tracking..., College Recruiting, New Hire Orientations, Workforce Planning, Benefits Administration, Personnel Management, Deferred Compensation, Proficient in following..., Talent Acquisition
Education
Boston College
Bachelor of Science (B.S.), Communications
Southern New Hampshire University
Master of Business Administration (M.B.A.), Business/HR
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2002 - May 2014
Skills
Customer Service, Leadership, Employee Benefits, Sales, Management, Insurance, Public Speaking, Team Building, Marketing Strategy, Health Insurance
Education
Brigham Young University 1975 — 1980
Bachelor's degree, Sociology
MKA Executive Planners 2005 - Present
MKA April 1977 - Present
New England Sinai Hospital - a Steward Family Hospital September 2012 - Present
New England Sinai Hospital 1994 - 2012
USI Insurance Services 1998 - 2005
Unum 1971 - 1977
Skills
Employee Benefits, Business Planning, Retirement Planning, Deferred Compensation, Change Management, Nonprofits
Education
Boston University School of Law 1966 — 1969
JD, Tax Law
Northeastern University 1961 — 1966
BA, English, Journalism
United Agencies January 2007 - Present
USI Insurance Services May 2004 - December 2006
Dodge Warren & Peters Insurance Services, Inc. January 2001 - May 2004
Clegg Industries, Inc. May 1998 - December 2000
Elms Systems December 1996 - April 1998
Calcomp Technologies March 1996 - November 1996
Windshields America 1993 - 1996
Skills
Property & Casualty..., Legal Liability, Commercial Insurance, Workers Compensation, Insurance, Team Building, Underwriting, Sales, Claim, Professional Liability, Employment Practices..., D&O, Casualty, Umbrella Insurance, Management, Training, Small Business
Education
Biola University 1983 — 1985
BS, Business
El Camino College 1980 — 1983
AA, Business Administration
USI Insurance Services February 2010 - Present
Liberty Mutual January 2009 - February 2010
Liberty Mutual August 2006 - January 2009
Liberty Mutual August 2002 - August 2006
Skills
Property & Casualty..., Insurance, Underwriting, Liability, Commercial Insurance, Casualty, Risk Management, Umbrella Insurance, Workers Compensation, Sales, Legal Liability, Cranes, Commercial Lines, General Insurance, Claim, Brokers, Employment Practices..., Inland Marine, D&O, Health Insurance, CPCU, Casualty Insurance
Education
Bentley University 1998 — 2002
BS, Finance
New Fairfield High School
USI Insurance Services July 2015 - Present
ACE Group November 2013 - Present
ACE Group February 2011 - November 2013
Pearson VUE August 2007 - December 2010
Promissor/Pearson VUE March 2003 - August 2007
Assessment Systems, Inc. [now Pearson VUE] March 1997 - March 2003
Assessment Systems, Inc. [now Pearson VUE] January 1994 - March 1997
Assessment Systems, Inc. [now Pearson VUE] January 1993 - January 1994
Skills
SDLC, Agile Methodologies, User Acceptance Testing, Business Analysis, Requirements Gathering, Software Quality..., Visio, SharePoint, Software Documentation, Test Planning, Testing, Vendor Management, Quality Center, Quality Assurance, Integration
Education
Art Institute of Philadelphia
Associates Degree in Applied Technology, Computer Graphics
USI Insurance Services September 2013 - Present
USI Insurance Services July 2011 - September 2013
Gundermann & Gundermann Insurance January 2009 - July 2011
Gundermann & Gundermann Insurance October 2003 - May 2009
AmCOMP June 2001 - October 2003
AmCOMP October 1999 - June 2001
Skills
Workers Compensation, Risk Management, Legal Liability, Insurance, Commercial Insurance, Claim, Brokers
Education
Binghamton University 1995 — 1999
BA, Economics
Saint Thomas Aquinas High School, Fort Lauderdale, Florida 1994 — 1995
Diploma
Fayetteville-Manlius High School 1992 — 1994
Scituate High School 1991 — 1992
Independent Insurance Agents & Brokers of America
ACSR
Independent Insurance Agents & Brokers of America
ARM, Risk Management
USI Insurance Services July 2014 - August 2015
The Addis Group November 2007 - July 2014
The Loomis Company 2006 - 2007
Royal Bank of Scotland January 2004 - September 2005
Merck January 2001 - June 2004
Ford Motor Company October 1984 - December 2000
Skills
Workers Compensation, Coaching, Finance, Commercial Insurance, Claims Management, Property & Casualty..., Risk Management, New Business Development, General Insurance
Education
Alvernia University
BA, Business Mangement / HR
Lockton Companies 2014 - Present
Marsh & McLennan Agency, known locally as Bostonian Group April 2013 - January 2014
The Hays Companies March 2011 - March 2013
USI Insurance Services September 2005 - March 2011
Aon Consulting September 2003 - September 2005
Blue Cross Blue Shield of Massachusetts June 1999 - April 2002
Skills
Employee Benefits, Compensation, Compliance, Healthcare, Risk, Health Insurance, Executive Compensation, Dental, Mergers, Underwriting, Leadership Development, Total Rewards, Benefits Negotiation, Corporate Benefits, Quantitative Analytics, Relationship Management, Integrity Management, Analytics, New Business Development, Social Networking, Strategic Planning, Problem Solving, Sourcing, Customer Service, Financial Risk, Dentistry, Insurance, Benefits Administration, Disability Insurance, Risk Management, Health Savings Accounts, Brokers, Team Building, Coaching, Recruiting, Employee Relations, Succession Planning, Organizational..., Life Insurance, Onboarding, Workforce Planning, Health Care Reform, HR Policies, Long-term Care, Compensation, Employee Wellness, FMLA, Employee Engagement, Strategy, Leadership
Education
Bentley University 1983 — 1985
Salem State University 1985 — 1987
Winthrop High School 1981 — 1983
USI Insurance Services July 2014 - Present
GFI Insurance Services May 2011 - July 2014
Skills
Real Estate, Brokerage, Real Estate Economics, Microsoft Office, Real Estate Transactions
Education
Boston University 2004 — 2008
Bachelor of Arts, Economics
Great Neck North
New Hampshire Association for the Blind September 2008 - Present
Harold Martin School August 2005 - June 2008
Communications Management International February 2001 - September 2001
USI Insurance Services September 1996 - February 2001
Skills
Marketing, Fundraising, Nonprofits, Administrative..., Event Management, Grant Writing, Community Outreach, Strategic Planning, Budgets, Project Management, Benefits Administration, Event Planning, Program Development, Public Relations, Social Networking, Social Media, Social Media Marketing, Meeting Scheduling, Community Development, Volunteering, Non-profit..., Executive Level..., Marketing Communications
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bentley College 1988 — 1990
Top Choice Lawn Care June 2013 - Present
All Web Leads, Inc. March 2012 - August 2012
USI Insurance Services May 2011 - March 2012
Utah Local Governments Trust November 2007 - May 2011
Utah Local Governments Trust September 2006 - November 2007
Liberty Mutual December 2004 - September 2006
Liberty Mutual May 2002 - December 2004
Education
Brigham Young University 2007 — 2010
MPA
Brigham Young University 1996 — 2002
BA
National University of Kiev-Mohyla Academy 2001 — 2001
USI Insurance Services September 2013 - Present
Travelers March 2005 - August 2013
Pearson North America February 2000 - September 2004
Erich Courant & Co October 1996 - November 1998
Skills
Commercial Lines, Professional Liability, Workers Compensation, Property & Casualty..., Customer Service, Legal Liability, Casualty, Liability, Commercial Insurance, Insurance
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), Psychology
Bergen Community College
Associate of Arts and Sciences (A.A.S.)
HNI Risk Services - Non-traditional insurance and business advisory firm November 2014 - Present
Cross Insurance March 2013 - September 2014
USI Insurance Services August 2011 - March 2013
Liberty Mutual Group July 2009 - August 2011
Arete-Partners, LLC August 2006 - July 2009
Willis August 2004 - August 2006
Aon Consulting (Aon Hewitt) October 1999 - August 2004
Gallagher Benefit Services a division of Arthur J. Gallagher & Company August 1989 - October 1999
United States Army Reserve August 1982 - October 1994
Skills
Employee Benefits, Workers Compensation, Executive Pay, Insurance, Disability Insurance, Property & Casualty..., Underwriting, Health Insurance, Benefits Administration, Health Care Reform, Population Health..., Employee Communication, Total Rewards, Mergers & Acquisitions, Sales Management, Sales & Marketing..., Change Management, Contract Negotiation, Organizational..., Performance Management, Professional Mentoring, Talent Management, Compliance, Strategic Human..., Retirement Plan..., Benefit Captives &..., Deferred Compensation, Management, Talent Acquisition, Recruiting, Executive Management, Strategic Planning, Start-ups
Education
University of Wisconsin-Stevens Point 1982 — 1985
Augustana University (SD) 1981 — 1982
Ward & Moore Insurance Services LP September 2014 - Present
USI Insurance Services August 2010 - September 2014
Willis December 2007 - March 2009
Centex Homes April 2006 - August 2007
Wortham Insurance & Risk Management June 2005 - April 2006
Marsh February 1996 - May 2005
CNA Surety June 1978 - February 1996
Skills
Customer Service, Risk Management, Marketing, Surety, Underwriting, Surety Bonds, Financial Analysis, Account Management, Financial Risk
Education
Brookhaven Community College
Associate, Business, Accounting
USI Insurance Services April 2011 - Present
KPMG LLP July 2008 - April 2011
Tata Consultancy Services September 2004 - July 2008
Skills
Oracle SQL, Business Analysis, Full Life cycle project..., Microsoft CRM, Insurance Domain, Investment Banking, Program Management, Business Requirements, Strategic Planning, Cost Savings Initiatives, PL/SQL, Insurance, PMO, Strategy, CRM
Education
Bharathiar University 2000 — 2004
Bachelors in Engineering
Bhavans Vidya Mandir
DeWitt Stern Group October 2013 - Present
USI Insurance Services July 2010 - October 2013
Corporate Synergies June 2007 - June 2010
Foa & Son June 2004 - June 2007
Foa & Son Corp May 2002 - June 2004
Frenkel & Company June 1996 - June 2002
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Underwriting, Health Savings Accounts, Health Care Reform, Private Exchanges and..., Wellness Initiatives
Education
Archbishop Porter Girls 1983 — 1988
High School
Baruch College
Bachelor of Arts (B.A.)
USI Insurance Services January 2008 - Present
Regan Law PC 2006 - 2008
Education
University of Massachusetts School of Law 2001 — 2004
Doctor of Law (JD)
USI Insurance Services September 1993 - Present
Hub International 1993 - 2013
Skills
Umbrella Insurance, Homeowners Insurance, Automobile Insurance
Education
Arizona State University
Insurance Office of America October 2010 - Present
USI April 2002 - October 2010
USI Insurance Services 2002 - October 2010
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Insurance, Underwriting, Workers Compensation, Brokers, Legal Liability, Casualty, D&O, Liability, Commercial Lines, Umbrella Insurance, Employment Practices..., Health Insurance, General Insurance, Disability Insurance, Captives, Excess, Claim, Inland Marine, Risk Management, Reinsurance, Insurance Brokerage, Casualty Insurance, Liability Analysis
Education
American University 1978 — 1982
BS, Marketing
Morristown Beard School 1972 — 1978
High School
UnitedHealth Group June 2014 - Present
USI Insurance Services August 2011 - Present
Cigna January 2008 - August 2011
Bank of America August 2005 - January 2008
Skills
Underwriting, Health Insurance, Insurance, Reinsurance, Life Insurance, Disability Insurance, Brokers, Claim, Health Savings Accounts
Education
Alfred University 2001 — 2005
USI Insurance Services May 2015 - Present
Unique Risk Management & Insurance Services, LLC April 2006 - Present
Orion Risk Management November 2003 - April 2006
Skills
Insurance, Workers Compensation, Property & Casualty..., Small Business, Commercial Insurance, Health Insurance, Employee Benefits, Management, Financial Risk, Customer Service, Public Speaking, Brokers, Marketing, New Business Development, Commercial Lines, Social Media Marketing, Lead Generation, Strategic Planning New..., Leadership, Sales
Education
Concord University School of Law 2011 — 2014
Law
Berklee College of Music 1990 — 1993
Bachelor of Music, Jazz Composition, Cum Laude
Wells Fargo Insurance Services March 2013 - Present
USI Insurance Services August 2010 - March 2013
Liberty Mutual Group March 1984 - June 2010
Skills
Property & Casualty..., Legal Liability, Casualty, Workers Compensation, Commercial Insurance, Insurance, Risk Management
Education
New York Institute of Technology 1985 — 1988
MBA, Management/Marketing
Adelphi University
B.S.
USI Insurance Services March 2015 - Present
Fred C. Church, Inc. March 2013 - March 2015
TD Insurance/USI December 2006 - March 2013
Intrawest Corporation November 2002 - December 2006
Skills
Strategic Planning, Insurance, Property & Casualty..., Management, Underwriting, Leadership, Customer Service, Commercial Insurance, Workers Compensation, Risk Management, Liability, Marketing
Education
Bethany College 1970 — 1974
Yodlee October 2007 - Present
Smart Modular Technologies 2006 - 2007
Nossaman, Guthner, Knox & Elliott, LLP 2004 - 2006
USI Insurance Services 2001 - 2004
Skills
Mergers, Intellectual Property, Contract Negotiation, Corporate Governance, Start-ups, Negotiation, SEC filings, Due Diligence, Corporate Law, Employment Law, Licensing, Litigation, Business Development, Commercial Litigation, Strategic Partnerships
Education
Boston College Law School 1997 — 2000
Doctor of Law (JD)
Northwestern University
Bachelor of Arts (B.A.), Economics
USI Insurance Services April 2007 - Present
USI Insurance Services 2007 - 2010
Boston Financial Data Services 2005 - 2007
Aon Risk Services 1995 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Professional Liability, Commercial Lines, Casualty, Legal Liability, Workers Compensation, Brokers, Umbrella Insurance, Liability, D&O, Employee Benefits, Disability Insurance, General Insurance, Inland Marine, Account Management, Risk Management, Casualty Insurance, Health Insurance, Health Savings Accounts
Education
Northeastern University
Boston Latin School
USI Insurance Services July 2013 - Present
Fred C. Church, Inc. 2008 - July 2013
Marsh 1998 - 2008
Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, Casualty, Professional Liability, General Insurance, Umbrella Insurance, D, Commercial Lines, Employment Practices..., Licensed Property, Property
Education
Boston University Questrom School of Business 2000 — 2003
MBA, Finance
The University of Connecticut 1992 — 1995
Bachelor of Arts (BA), English & French
USI Insurance Services April 2011 - Present
USI Southwest April 2007 - April 2011
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Finance, Internal Controls, Budgets, New Business Development, Financial Modeling, Forecasting, Business Development, Business Planning, Variance Analysis, Insurance, SAP BPC, Process Improvement, Business Process..., Vendor Management, Sarbanes-Oxley, Brokers
Education
The University of Texas at Dallas 2003 — 2005
Master of Business Administration (MBA), Organizational Leadership
Baylor University 1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Credit Agricole Corporate & Investment Bank November 2014 - Present
The Wallace Foundation April 2013 - October 2014
Rainforest Alliance October 2008 - April 2013
USI Insurance Services 2007 - 2008
Shearman & Sterling LLP 2001 - 2007
Uniscribe 1999 - 2001
National Basketball Association 1997 - 1999
Bankof Tokyo-Mitsubishi 1991 - 1997
Bear Stearns 1989 - 1991
Skills
Employee Benefits, Deferred Compensation, HRIS, Benefits Administration, Human Resources, Employee Relations, Talent Management, HR Policies, Onboarding, Succession Planning, Organizational..., Performance Management, Recruiting, Talent Acquisition, Personnel Management, Leadership Development, Policy, Payroll, Nonprofits, Coaching
Education
Baruch College
MBA, Human Resources Management
Queens College
BA, Psychology
USI Insurance Services September 2015 - Present
Benefit Controls Companies June 2006 - Present
Willis February 2003 - June 2006
EBS December 1999 - January 2003
Skills
Underwriting, Customer Service, New Business Development, Account Management, Health Insurance, Insurance, Team Building, Brokers, Public Speaking, Employee Benefits, Disability Insurance, Term Life Insurance, Customer Retention, Health Savings Accounts, Life Insurance
Education
Appalachian State University 1982 — 1985
Business Administration
USI Insurance Services 2015 - Present
USI Insurance Services 2007 - 2015
USI Insurance Services December 2006 - September 2007
Skills
Analysis, Project Management, Procurement, Forecasting, Contract Management, Strategic Sourcing, Accounts Payable, Spend Analysis, Vendor Management, Process Improvement, RFP, Outsourcing, Negotiation, Purchasing, Procurement Contracts, Change Management, Contract Negotiation, Cross-functional Team..., Business Process..., Supplier Negotiation, Total Cost of Ownership, Cross Functional..., Real Estate Project..., Budgets, Strategic Planning
Education
Adelphi University
Bachelor's Degree
Hofstra University
Master of Science
EyeMed Vision Care February 2015 - Present
Humana October 2011 - February 2015
Humana February 2010 - October 2011
USI Insurance Services February 2009 - February 2010
Humana October 2003 - January 2009
Humana September 1999 - October 2003
Firemans Fund Insurance Company September 1996 - September 1999
Skills
Employee Benefits, Sales, Marketing, Negotiation, Insurance, Employee Relations, Recruiting, Process Improvement, Health Insurance, Customer Service, Medicare, Training, Selling, Disability Insurance, Underwriting, Human Resources, Sales Management, Account Management, Strategic Planning, Brokers, Managed Care, Sales Operations, Healthcare, Leadership, Personnel Management, Outlook, Team Building, Medicare Part D, Benefits Administration, Health Savings Accounts, Strategy, Self-funded, HMO, COBRA, Health Care Reform, PPO, Group Insurance, Provider Relations, Long-term Care, Life Insurance, Business Strategy, Health Policy, Healthcare Industry, Flexible Spending..., Network Development, Medicaid, HRIS, Disease Management, Open Enrollment, Group Medical
Education
Nova Southeastern University 1994 — 1996
Master of Business Administration (MBA), Business
American InterContinental University 1999 — 2002
Master of Information Technology, Information Technology
KS Accounting March 2004 - Present
HBN Shoe January 2004 - Present
Next Level Now, Inc. September 2010 - December 2012
USI Insurance Services January 2007 - December 2012
Timberland March 1994 - March 2004
Lechmere, Inc. January 1985 - December 1995
Skills
Financial Analysis, Strategic Planning, Forecasting, Financial Reporting, Finance, Budgets, Financial Modeling, Management, Auditing
Education
Boston College 1984 — 1989
MBA, Accounting, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1980 — 1981
BS, Accounting, Finance
USI Insurance Services December 2014 - Present
USI Insurance Services 1996 - Present
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Disability Insurance, Brokers, Insurance, Term Life Insurance, Workers Compensation, Benefits Administration, Life Insurance, Human Resources, Employee Engagement, Customer Service, Self Funding
Education
AZ Dept of Insurance 1995 — 1999
LUTCF, Insurance
Arizona State UniversityCo
Bachelor's degree, Mass Communication/Media Studies, ASASU, Pi Beta Phi, Fiesta Bowl
USI Insurance Services 2005 - Present
Summit Global Partners 1997 - 2005
Noel Greaves Incorporated 1984 - 1997
Deegan English Liles 1981 - 1984
Skills
Commercial Insurance, Insurance, Risk Management, Data Analysis, Business Process..., Microsoft Excel, Microsoft Word
Education
Texas Tech University 1975 — 1978
BS, Economics
Baylor University 1973 — 1975
Chemistry
HUB International Northeast October 2014 - Present
USI Insurance Services January 2013 - August 2014
Liberty Mutual February 2009 - November 2012
Liberty Mutual Insurance June 2001 - February 2009
Liberty Mutual Insurance January 2000 - June 2001
Skills
Property & Casualty..., Sales, Umbrella Insurance, Business Planning, Commercial Insurance, Sales Operations, Casualty Insurance, Insurance, Liability, General Insurance, Brokers, Claim, Claims Management, Disability Insurance, Risk Management, Workers Compensation, Casualty, Legal Liability, Commercial Lines, Customer Service
Education
Adelphi University
USI Insurance Services September 2013 - Present
Cleary Benefits Group, Inc. July 2010 - September 2013
Healthnet of the Northeast November 2004 - July 2010
Health Net, Inc November 2004 - June 2010
Oxford Health Plans May 2002 - November 2004
Oxford Health Plans July 2000 - May 2002
Physicians Health Services November 1999 - July 2000
Skills
Health Insurance, Employee Benefits, Insurance, Claim, Managed Care, Underwriting, Medicare, Healthcare, Lotus Notes, Access, Account Management, Provider Relations
Education
Albertus Magnus College 2000 — 2002
BS, Business Management
Albertus Magnus College 2000 — 2002
Bachelor of Science, Business Management
Albertus Magnus College 2000 — 2002
Bachelor of Science, Business Management
Gateway Community College 1996 — 1998
Associate Degree, Certified Pharmacy Technician Program
Con Edison March 2015 - Present
Con Edison May 2013 - March 2015
Con Edison April 2009 - May 2013
Con Edison March 2008 - April 2009
USI Insurance Services 2004 - 2008
Skills
Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelors, Finance
USI Insurance Services December 2014 - Present
Hub International June 2011 - Present
ABiS- Affinity Benefit Insurance Services 2010 - June 2011
Wells Fargo Insurance Services November 2008 - August 2009
Moreton & Company July 2006 - November 2008
Mercer Health & Benefits October 1997 - July 2006
Skills
Brokers, Underwriting, Workers Compensation, Sales, Strategic Planning, Sales Management, Claim, New Business Development, Medicare, Management, Leadership, Team Building, Salesforce.com, Managed Care, Term Life Insurance, COBRA, Sales Operations, Account Management, Employee Benefits, Open Enrollment, Insurance, Life Insurance, Health Insurance, Financial Services
Education
Arapahoe Community College 1974 — 1975
Business Administration
USI Insurance Services October 2012 - Present
TD Insurance September 2001 - October 2012
Education
Bowdoin College
USI Insurance Services Vice PresidentHub InternationalDecember 2014 - Present
Skills
Commercial Insurance, Property & Casualty..., Insurance, Brokers, Underwriting, Professional Liability, General Insurance, Health Insurance, Liability, Casualty, Workers Compensation, Legal Liability
Education
Arizona State University 1966 — 1970
Bachelor's degree, Education
USI Insurance Services July 2012 - Present
U S I Insurance Services March 2012 - July 2012
BBVA Compass Insurance May 2007 - March 2012
Schaefer Smith Ankeney Insurance Agency May 1970 - July 2002
Skills
Legal Liability, Professional Liability, Property & Casualty..., Umbrella Insurance, Workers Compensation, Insurance, Captives, Casualty, Commercial Lines, D&O, Liability, Inland Marine, Employment Practices..., Claims Management, General Insurance, Employee Benefits, Excess, Reinsurance, Underwriting, Claim, Risk Management, Brokers, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Insurance Brokerage, Long-term Care, Accident, Health Savings Accounts, Homeowners, Whole Life, Fixed Annuities, Financial Risk, Litigation Management, 401k, Medicare, Retirement Planning, Enterprise Risk..., Risk Analysis, Insurance Law, Commercial Insurance, Casualty Insurance
Education
Arizona State University 1962 — 1966
BS, Insuranc/Business Admin
Glenbard East High School 1958 — 1962
USI Insurance Services December 1988 - Present
American Mutual Insurance Company December 1985 - December 1988
Skills
Insurance, Customer Service, Property & Casualty..., Commercial Insurance, Brokers, Underwriting, Account Management, Professional Liability, Workers Compensation, Casualty, Liability, General Insurance, Legal Liability, Commercial Lines, D&O
Education
Boston University
Economics
USI Insurance Services August 1995 - Present
Education
Baylor University 1974 — 1978
B.A., English
Propel Insurance April 2007 - Present
USI Insurance Services February 2006 - March 2007
Aflac November 2004 - February 2006
Clear Channel Radio March 2003 - November 2004
Education
Arizona State University 1999 — 2001
Bachelor, Broadcast Journalism
St. Louise
USI Insurance Services 2003 - Present
Skills
Union Negotiations, Employee Benefits, Underwriting, Insurance, Negotiation, Health Insurance, Disability Insurance, Brokers, Account Management, Life Insurance, Sales, Health Savings Accounts, Property & Casualty..., Strategic Planning, Benefits Administration, Workers Compensation, Customer Service, Term Life Insurance, Leadership, New Business Development, Managed Care, Long-term Care, Risk Management, Professional Liability, Commercial Insurance
Education
Boston University
B.S., Education
Boston University School of Education
Bachelor of Science (BS), Education
USI Insurance Services July 2015 - Present
USI Insurance Services November 2014 - July 2015
Willis September 2011 - November 2014
Power Group Companies August 2008 - September 2011
FMH Benefit Services June 2005 - August 2008
Skills
Health Insurance, Employee Benefits, Insurance, Health Savings Accounts, Disability Insurance, Brokers, Underwriting, Life Insurance, Health Care Reform, Term Life Insurance, Commercial Insurance, Benefits Administration, COBRA, Risk Management, Healthcare, Dentistry
Education
Baker University 2008 — 2010
Masters, Business Administration
Lovitt & Touché June 2015 - Present
USI Insurance Services June 2014 - June 2015
Travelers October 2007 - June 2014
AIG June 2004 - October 2007
United States Air Force July 1996 - July 2000
Skills
Commercial Lines, Casualty, Property & Casualty..., Legal Liability, Commercial Insurance, Professional Liability, Liability, Underwriting, Workers Compensation, Insurance, CPCU, Umbrella Insurance, Excess & Surplus Lines, Reinsurance, General Insurance, Excess, Brokers, Claim, Risk Management
Education
AU 2009 — 2009
AU
ARM 2008 — 2008
ARM
Arizona State University West 2002 — 2004
BS, Global Business / Finance
CPCU
CPCU
AIS
AIS
Rafael Alcoser Insurance Agency LLC Onsite Project Manager / Sourcing SpecialistTri-Starr Personnel LLCFebruary 2015 - August 2015
Culture.Service.Growth, LLC December 2013 - February 2015
USI Insurance Services February 2011 - December 2013
Nationwide June 2010 - February 2011
Skills
Property & Casualty..., General Insurance, Insurance, Recruiting, Management, Human Resources, Life Insurance, CRM, Onboarding
Education
Graduate School of Biomedical Sciences at University of Texas Health Science Center San Antonio 2000 — 2002
Clinical Laboratory Science/Medical Technology/Technologist
St Philip's College 1999 — 2000
Associate of Science (A.S.), Chemistry
Lamar University 1998 — 1999
Clinical Laboratory Science/Medical Technology/Technologist
International School of the Americas 1994 — 1998
High School diploma, Foreign Languages and Literatures, General
University of North Texas 1996 — 1997
Biochemistry and Molecular Biology
Cobbs Allen November 2011 - Present
USI Insurance Services April 2009 - October 2011
J.R. Prewitt & Associates June 1996 - February 2009
Skills
Property & Casualty..., Commercial Insurance, Insurance, Health Insurance, Underwriting, Professional Liability, Workers Compensation, Umbrella Insurance, Commercial Lines, Liability, Casualty, Brokers
Education
Auburn University 1983 — 1987
Bachelor's degree
Briarwood High School 1979 — 1983
USI Insurance Services November 2011 - Present
Forest Laboratories 2008 - November 2011
Forest Laboratories August 2005 - December 2008
Forest Laboratories April 2002 - August 2005
Skills
SAP, SAP Configuration, SAP R/3, SAP BW, SAP ERP, SAP Implementation, Business Objects, SAP BI, SD, SAP HR, ERP, ABAP, SAP Netweaver, Business Process, Business Analysis, Business Intelligence, Sarbanes-Oxley Act, Process Improvement, Business Process..., Forecasting, Cross-functional Team..., Vendor Management, SAP BPC, SAP FICO, SAP Security..., SharePoint, Business Process...
Education
Iona College 2002 — 2005
MBA, Finance
Binghamton University 1995 — 1999
BA, Econmics
USI Insurance Services December 1988 - Present
American Mutual Insurance Company December 1985 - December 1988
Skills
Insurance, Property & Casualty..., Underwriting, Health Insurance, Commercial Insurance, Brokers, Professional Liability, Disability Insurance, Account Management, Employee Benefits, Casualty, Liability, General Insurance, Workers Compensation, Legal Liability
Education
Boston University 1981 — 1985
Economics
USI Insurance Services December 2014 - Present
Willis March 2013 - November 2014
Cablevision February 2006 - April 2012
KPMG August 2005 - February 2006
Citi June 2000 - August 2005
Prudential Financial November 1998 - June 2000
Ernst & Young August 1997 - November 1998
US Trust March 1992 - July 1995
Skills
Team Leadership, Internal Audit, Operational Risk..., Critical Thinking, Coaching Staff, Oral Communications, Capital Markets, Internal Audit..., Partner Relationship..., Audit Management, Risk Assessment, Collaborative Planning, Strategic Partnerships, Investment Products, Telecommunications, Entertainment Industry, Stadiums, Pay TV, Tactical Planning, Consulting, Expectations Management, Written Communication, Continuous Auditing, Business Acumen, Assessment Skills, Achieving Measurable..., Integrity, Finance, Investments, Internal Controls, Sarbanes-Oxley Act, Management, IT Audit, External Audit, CISA, COSO, Financial Risk, Fraud, SEC filings, US GAAP, Corporate Governance, Risk Management, Operational Risk
Education
Fordham University 1995 — 1997
MBA, Finance
Alfred University 1987 — 1991
BS, Business Administration
Woodmere Academy 1984 — 1987
Citi March 2013 - Present
Citi March 2012 - February 2013
Citi June 2010 - February 2012
USI Insurance Services August 2007 - September 2009
American Express May 1995 - May 2007
Skills
Process Improvement, Cross-functional Team..., Business Analysis, Forecasting, Change Management, Management, Strategy, Finance, Analytics, Banking, Budgets, Leadership, Analysis, Six Sigma, SAP
Education
Baruch College 1990 — 1995
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Chenega Government Consulting, LLC December 2013 - Present
Delta Career Education Corporation July 2012 - September 2013
USI Insurance Services January 2011 - July 2012
LoanCare, A ServiceLink Company July 2003 - January 2011
Skills
Accounting, Account Reconciliation, GAAP, General Ledger, Tax Preparation, Financial Statements, Auditing, Financial Reporting, Income Tax, Journal Entries, Tax Returns, Budgets, Accruals, Sales Tax, Bookkeeping, Forecasting, Cash Flow, Internal Audit, Expense Reports, Accounts Payable &..., Adobe Acrobat, Microsoft Excel, Database Queries
Education
Becker College 2015 — 2016
CPA
Strayer University 2014 — 2016
Master of Business Administration (M.B.A.), Project Management
Villanova University 2015 — 2015
Government & Commercial Contracting
University of Phoenix 2008 — 2013
Bachelor of Applied Science (BASc), Accounting and Business/Management
USI Insurance Services July 1994 - Present
Education
Benedictine University 1989 — 1993
Math, Psychology
Driscoll Catholic
USI Insurance Services April 2012 - Present
Skills
Property & Casualty...
Education
Auburn University 1966 — 1971
Bachelor of Science, Business Administration and Management, General
The McCallie School 1964 — 1966
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program