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.
USI Insurance Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at USI Insurance Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Employee
Years
Job
Industry
Shannon Young Shannon Young's USI Insurance Services Experience 2014 - Present
Job VP Human Resources, Talent Management
Industry Human Resources
Experience
USI Insurance Services 2014 - Present
Skills
Talent Management, Human Resources, Organizational..., Executive Coaching, Management, Organizational..., Performance Management, Program Management, Recruiting
Education
Liberty University 2012 — 2014
Master's Degree, Leadership and Management
Thomas More College 1991 — 1995
Bachelor's Degree, Communications
Thomas More College 1991 — 1995
Associate's Degree, Psychology
USI Insurance Services 2014 - Present
Skills
Talent Management, Human Resources, Organizational..., Executive Coaching, Management, Organizational..., Performance Management, Program Management, Recruiting
Education
Liberty University 2012 — 2014
Master's Degree, Leadership and Management
Thomas More College 1991 — 1995
Bachelor's Degree, Communications
Thomas More College 1991 — 1995
Associate's Degree, Psychology
Peggy Martin's USI Insurance Services Experience January 2014 - Present
Job Corporate Recruiter
Industry Insurance
Experience
USI Insurance Services January 2014 - Present
Technical Staffing Company November 2012 - November 2013
Southern Air Corporate Headquarters November 2010 - October 2012
Prudential Annuities October 2007 - November 2010
Goodrich Corporation 2006 - 2007
Boehringer Ingelheim Pharmaceuticals Inc 2005 - 2006
Pitney Bowes Technology Center January 2000 - January 2002
Skills
Talent Management, Talent Acquisition, Social Media, Negotiation, Business Strategy, Sales, New Business Development, Healthcare Information..., Information Technology, Technical Sales..., Consultative Sales..., Client Development, Strategic Partnerships, Technical Recruiting, Account Management, Sales Process, Staffing Services, Vendor Management, Contract Recruitment, Business Development, Consulting, Internet Recruiting, Sourcing, Onboarding, Strategy, Risk Management, Human Resources, Applicant Tracking..., Recruiting, Interviews
Education
Iona College
B.A, Communication Arts/Advertising
USI Insurance Services January 2014 - Present
Technical Staffing Company November 2012 - November 2013
Southern Air Corporate Headquarters November 2010 - October 2012
Prudential Annuities October 2007 - November 2010
Goodrich Corporation 2006 - 2007
Boehringer Ingelheim Pharmaceuticals Inc 2005 - 2006
Pitney Bowes Technology Center January 2000 - January 2002
Skills
Talent Management, Talent Acquisition, Social Media, Negotiation, Business Strategy, Sales, New Business Development, Healthcare Information..., Information Technology, Technical Sales..., Consultative Sales..., Client Development, Strategic Partnerships, Technical Recruiting, Account Management, Sales Process, Staffing Services, Vendor Management, Contract Recruitment, Business Development, Consulting, Internet Recruiting, Sourcing, Onboarding, Strategy, Risk Management, Human Resources, Applicant Tracking..., Recruiting, Interviews
Education
Iona College
B.A, Communication Arts/Advertising
Tamara Tevlin's USI Insurance Services Experience April 2006 - Present
Job Account Executive / Employee Benefits Practice Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services, LLC. May 2014 - Present
USI Insurance Services April 2006 - Present
Wells Fargo Insurance Services April 2006 - May 2014
Tom Housand and Associates 2005 - 2006
The One Benefit Source 1998 - 2004
Skills
Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Benefits Administration, Insurance, Account Management, Strategic Planning, Brokers, Health Savings Accounts
Education
Indiana University South Bend
USI Insurance Services, LLC. May 2014 - Present
USI Insurance Services April 2006 - Present
Wells Fargo Insurance Services April 2006 - May 2014
Tom Housand and Associates 2005 - 2006
The One Benefit Source 1998 - 2004
Skills
Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Benefits Administration, Insurance, Account Management, Strategic Planning, Brokers, Health Savings Accounts
Education
Indiana University South Bend
Jeff Mears's USI Insurance Services Experience July 1987 - July 2009
Job Account Executive at Associated Insurance Centers
Industry Insurance
Experience
Associated Insurance Centers September 2009 - Present
USI Insurance Services July 1987 - July 2009
Skills
Commercial Accounts, Insurance, Accredited Advisor in..., Sales Operations, Selling, Underwriting, Sales, Customer Retention, Retail, Brokers, Strategic Planning, Life Insurance, New Business Development, Marketing, Health Insurance, Liability, Customer Service, General Insurance, Property & Casualty..., Commercial Insurance, Conflict Resolution
Education
James Madison University
Public Administration and Political Science
James Madison University
BS degrees in Political Science and Public Administration
Associated Insurance Centers September 2009 - Present
USI Insurance Services July 1987 - July 2009
Skills
Commercial Accounts, Insurance, Accredited Advisor in..., Sales Operations, Selling, Underwriting, Sales, Customer Retention, Retail, Brokers, Strategic Planning, Life Insurance, New Business Development, Marketing, Health Insurance, Liability, Customer Service, General Insurance, Property & Casualty..., Commercial Insurance, Conflict Resolution
Education
James Madison University
Public Administration and Political Science
James Madison University
BS degrees in Political Science and Public Administration
Keith Leary Keith Leary's USI Insurance Services Experience August 2012 - Present
Job Sales Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 2012 - Present
Encharter Insurance September 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Public Speaking, Insurance, Social Media Marketing, Sales Management, Sales, Time Management
Education
Holyoke Community College 2005 — 2008
Associates Degree, Liberal Arts and Sciences/Liberal Studies
The Massage School
USI Insurance Services August 2012 - Present
Encharter Insurance September 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Public Speaking, Insurance, Social Media Marketing, Sales Management, Sales, Time Management
Education
Holyoke Community College 2005 — 2008
Associates Degree, Liberal Arts and Sciences/Liberal Studies
The Massage School
Megan Miles Megan Miles's USI Insurance Services Experience February 2014 - Present
Job Employee Benefits Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2014 - Present
Skills
Insurance, Customer Service, Strategic Planning, Leadership, Microsoft Office
Education
Husson University 2003 — 2007
Bachelor's degree, Health and Physical Education/Fitness
Husson College
USI Insurance Services February 2014 - Present
Skills
Insurance, Customer Service, Strategic Planning, Leadership, Microsoft Office
Education
Husson University 2003 — 2007
Bachelor's degree, Health and Physical Education/Fitness
Husson College
Lisa Frausto CRM, CIC, CISR Lisa Frausto CRM, CIC, CISR's USI Insurance Services Experience 2005 - 2008
Job Vice President, Associate Client Executive at Marsh
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. February 2014 - Present
McGriff, Seibels & Williams August 2008 - February 2014
USI Insurance Services 2005 - 2008
Aon 2001 - 2005
Skills
Property & Casualty..., Casualty, Commercial Insurance, Professional Liability, Brokers, Commercial Lines, Insurance, Legal Liability, Liability, Captives, Workers Compensation, Account Management, Inland Marine, General Insurance
Education
Chartered Property Casualty Underwriter- In Process
CPCU
Houston Community College
The National Alliance for Insurance Education & Research
Certified Risk Manager, Certified Insurance Counselor, CISR
University of Houston
Marsh & McLennan Companies, Inc. February 2014 - Present
McGriff, Seibels & Williams August 2008 - February 2014
USI Insurance Services 2005 - 2008
Aon 2001 - 2005
Skills
Property & Casualty..., Casualty, Commercial Insurance, Professional Liability, Brokers, Commercial Lines, Insurance, Legal Liability, Liability, Captives, Workers Compensation, Account Management, Inland Marine, General Insurance
Education
Chartered Property Casualty Underwriter- In Process
CPCU
Houston Community College
The National Alliance for Insurance Education & Research
Certified Risk Manager, Certified Insurance Counselor, CISR
University of Houston
Peggy Martin's USI Insurance Services Experience January 2014 - Present
Job Corporate Recruiter at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 2014 - Present
Prudential Financial November 2008 - November 2011
Skills
Talent Acquisition, Technical Recruiting, Property & Casualty..., Employee Benefits, Leadership, Insurance, Vendor Management, SDLC, Recruiting, Benefits Administration, Behavioral Interviewing, Sales Recruitement, Process Improvement, Team Building, Coaching, Leadership Development, Organizational..., Human Resources, Project Management, Negotiation, Business Strategy, Training
Education
Iona College
USI Insurance Services January 2014 - Present
Prudential Financial November 2008 - November 2011
Skills
Talent Acquisition, Technical Recruiting, Property & Casualty..., Employee Benefits, Leadership, Insurance, Vendor Management, SDLC, Recruiting, Benefits Administration, Behavioral Interviewing, Sales Recruitement, Process Improvement, Team Building, Coaching, Leadership Development, Organizational..., Human Resources, Project Management, Negotiation, Business Strategy, Training
Education
Iona College
Ashley Laskowski Ashley Laskowski's USI Insurance Services Experience February 2012 - August 2013
Job Account Coordinator at The Plexus Groupe
Industry Insurance
Experience
The Plexus Groupe August 2013 - Present
USI Insurance Services February 2012 - August 2013
Euclid Insurance Agencies December 2008 - February 2012
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Account Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Access, Marketing, Financial Analysis
Education
Northern Illinois University 2006 — 2008
Bachelor of Arts (BA), English Language and Literature, General
Harper College 2003 — 2005
The Plexus Groupe August 2013 - Present
USI Insurance Services February 2012 - August 2013
Euclid Insurance Agencies December 2008 - February 2012
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Account Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Access, Marketing, Financial Analysis
Education
Northern Illinois University 2006 — 2008
Bachelor of Arts (BA), English Language and Literature, General
Harper College 2003 — 2005
Christopher Chiero's USI Insurance Services Experience December 2013 - Present
Job Senior Vice President, Commercial Lines Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services December 2013 - Present
Arthur J. Gallagher & Co. 2009 - 2013
Wausau Signature Agency 2005 - 2009
Liberty Mutual 2002 - 2005
CNA Insurance 1999 - 2002
Firemans Fund Insurance Company 1995 - 1999
Cigna 1993 - 1995
FM Global 1989 - 1991
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Insurance, Casualty, Reinsurance, Claim, Professional Liability, Commercial Lines, Liability, Workers Compensation, Legal Liability, General Insurance, Brokers, Risk Management, Claims Management, Directors & Officers..., Excess, Team Building, Health Insurance, Customer Service, Employment Practices..., Analysis, Umbrella Insurance, Term Life Insurance, Employee Benefits, Risk Assessment, Financial Risk, D&O, Portfolio Management, Claim Investigation, Enterprise Risk..., Leadership, Sales, Casualty Insurance, Management, Strategic Planning, New Business Development, Marketing
Education
Illinois Institute of Technology
B.S., Mechanical Engineering
Lane Tech
USI Insurance Services December 2013 - Present
Arthur J. Gallagher & Co. 2009 - 2013
Wausau Signature Agency 2005 - 2009
Liberty Mutual 2002 - 2005
CNA Insurance 1999 - 2002
Firemans Fund Insurance Company 1995 - 1999
Cigna 1993 - 1995
FM Global 1989 - 1991
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Insurance, Casualty, Reinsurance, Claim, Professional Liability, Commercial Lines, Liability, Workers Compensation, Legal Liability, General Insurance, Brokers, Risk Management, Claims Management, Directors & Officers..., Excess, Team Building, Health Insurance, Customer Service, Employment Practices..., Analysis, Umbrella Insurance, Term Life Insurance, Employee Benefits, Risk Assessment, Financial Risk, D&O, Portfolio Management, Claim Investigation, Enterprise Risk..., Leadership, Sales, Casualty Insurance, Management, Strategic Planning, New Business Development, Marketing
Education
Illinois Institute of Technology
B.S., Mechanical Engineering
Lane Tech
Kitty Leslie Kitty Leslie's USI Insurance Services Experience 2003 - 2010
Job NotsoSilentPartner
Industry Insurance
Experience
HUB International June 2010 - Present
Hub International June 2010 - Present
USI Insurance Services 2003 - 2010
Charter Insurance Services, Inc. 1996 - 2003
Skills
Seasoned Property &..., Dual Licensed in NM..., Experienced New Mexico..., Hands On Risk Manager, Trusted Financial..., Always looking forward..., Management, Risk Management, Insurance, Finance, Property & Casualty..., Policy, Commercial Insurance, Liability, Underwriting, Claim, Workers Compensation, Healthcare, Casualty Insurance, Umbrella Insurance, Customer Service
Education
James Madison University
Bachelor of Science (BS), Education, Magna Cum Laude
The University of New Mexico
Masters, Administration
HUB International June 2010 - Present
Hub International June 2010 - Present
USI Insurance Services 2003 - 2010
Charter Insurance Services, Inc. 1996 - 2003
Skills
Seasoned Property &..., Dual Licensed in NM..., Experienced New Mexico..., Hands On Risk Manager, Trusted Financial..., Always looking forward..., Management, Risk Management, Insurance, Finance, Property & Casualty..., Policy, Commercial Insurance, Liability, Underwriting, Claim, Workers Compensation, Healthcare, Casualty Insurance, Umbrella Insurance, Customer Service
Education
James Madison University
Bachelor of Science (BS), Education, Magna Cum Laude
The University of New Mexico
Masters, Administration
Brian Pudlo Brian Pudlo's USI Insurance Services Experience September 2012 - September 2014
Job Account Executive at Rua Dumont Audet Insurance Agency, Inc
Industry Insurance
Experience
The Salvation Army of Fall River November 2014 - Present
Rua Dumont Audet Insurance Agency, Inc September 2014 - Present
USI Insurance Services September 2012 - September 2014
Frank Smith Insurance January 2011 - September 2012
The Merriam Insurance Agency August 2007 - December 2010
Skills
Commercial Insurance, Workers Compensation, Insurance, Property & Casualty..., Health Insurance, Professional Liability, D&O, Liability, Disability Insurance, Casualty, Life Insurance, Employee Benefits, Underwriting, Risk Management, Commercial Lines, Legal Liability, Leadership, Brokers, General Insurance
Education
Liberty University 2012 — 2016
The Salvation Army of Fall River November 2014 - Present
Rua Dumont Audet Insurance Agency, Inc September 2014 - Present
USI Insurance Services September 2012 - September 2014
Frank Smith Insurance January 2011 - September 2012
The Merriam Insurance Agency August 2007 - December 2010
Skills
Commercial Insurance, Workers Compensation, Insurance, Property & Casualty..., Health Insurance, Professional Liability, D&O, Liability, Disability Insurance, Casualty, Life Insurance, Employee Benefits, Underwriting, Risk Management, Commercial Lines, Legal Liability, Leadership, Brokers, General Insurance
Education
Liberty University 2012 — 2016
Kathy O'Grady, SPHR Kathy O'Grady, SPHR's USI Insurance Services Experience 2014 - Present
Job Chief Human Resources Officer MidAtlantic and South at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services 2014 - Present
James G. Davis Construction 2012 - 2014
FINRA 2007 - 2012
Adventist Healthcare June 2000 - June 2007
Sytel February 1998 - June 2000
Nextel 1996 - 1998
Mediplex Healthcare 1993 - 1996
Skills
Employee Relations, Onboarding, Talent Acquisition, Employee Benefits, Performance Management, Recruiting, Succession Planning, Employee Engagement, SPHR, Organizational..., Leadership Development, Change Management, Talent Management, Human Resources, Organizational Culture, Employee Surveys, PeopleSoft, Budgets, Workforce Planning, HRIS, Organizational..., Training, Leadership, Organizational Design, Executive Coaching, Management, Deferred Compensation, Policy, New Hire Orientations, Strategic HR, Personnel Management, HR Policies, Benefits Administration, College Recruiting, Employer Branding, Applicant Tracking..., Labor Relations, Job Descriptions, Employment Law, Interviews, HR Consulting, Performance Appraisal, Employee Training, EEO, FMLA, Payroll, Compensation & Benefit, Taleo, Conflict Resolution, Temporary Placement
Education
University of Maryland College Park
Master of Business Administration (MBA)
University of Maryland College Park
Master of Science (M.S.), Human Resources Management and Services
High Point University
Bachelor of Arts (B.A.), Human Relations
USI Insurance Services 2014 - Present
James G. Davis Construction 2012 - 2014
FINRA 2007 - 2012
Adventist Healthcare June 2000 - June 2007
Sytel February 1998 - June 2000
Nextel 1996 - 1998
Mediplex Healthcare 1993 - 1996
Skills
Employee Relations, Onboarding, Talent Acquisition, Employee Benefits, Performance Management, Recruiting, Succession Planning, Employee Engagement, SPHR, Organizational..., Leadership Development, Change Management, Talent Management, Human Resources, Organizational Culture, Employee Surveys, PeopleSoft, Budgets, Workforce Planning, HRIS, Organizational..., Training, Leadership, Organizational Design, Executive Coaching, Management, Deferred Compensation, Policy, New Hire Orientations, Strategic HR, Personnel Management, HR Policies, Benefits Administration, College Recruiting, Employer Branding, Applicant Tracking..., Labor Relations, Job Descriptions, Employment Law, Interviews, HR Consulting, Performance Appraisal, Employee Training, EEO, FMLA, Payroll, Compensation & Benefit, Taleo, Conflict Resolution, Temporary Placement
Education
University of Maryland College Park
Master of Business Administration (MBA)
University of Maryland College Park
Master of Science (M.S.), Human Resources Management and Services
High Point University
Bachelor of Arts (B.A.), Human Relations
Joelle Cutro's USI Insurance Services Experience November 2005 - January 2008
Job Commercial Lines Account Manager at Preferred Insurance Services
Industry Insurance
Experience
Preferred Insurance Services, Inc. January 2014 - Present
Cultural Pollination January 2011 - August 2013
International Launch Services January 2008 - July 2010
USI Insurance Services November 2005 - January 2008
Markel International April 2005 - November 2005
The Titan Group January 2005 - April 2005
Lawyer's Staffing, Inc. October 2004 - January 2005
Provident Bank May 2004 - September 2004
Southern Financial Bank June 2003 - May 2004
Skills
French, Relocation, Travel, Retail Purchasing, Technical Documentation, Account Management, Customer Service, Administrative..., Integrators, Coordination, Program Coordination, Process Management, Organization, Integrity, Functional Technical..., Time Management, Deadline Driven, Creativity, Interviews, Insurance, Team Building, Project Management, Training, Budgets, Commercial Insurance, Government, Leadership, Process Improvement, Proposal Writing, Research, Sales, Strategic Planning, Construction
Education
Longwood University 2000 — 2004
Bachelor of Science (BS), Psychology
Fauquier High School 1996 — 2000
General Study
Preferred Insurance Services, Inc. January 2014 - Present
Cultural Pollination January 2011 - August 2013
International Launch Services January 2008 - July 2010
USI Insurance Services November 2005 - January 2008
Markel International April 2005 - November 2005
The Titan Group January 2005 - April 2005
Lawyer's Staffing, Inc. October 2004 - January 2005
Provident Bank May 2004 - September 2004
Southern Financial Bank June 2003 - May 2004
Skills
French, Relocation, Travel, Retail Purchasing, Technical Documentation, Account Management, Customer Service, Administrative..., Integrators, Coordination, Program Coordination, Process Management, Organization, Integrity, Functional Technical..., Time Management, Deadline Driven, Creativity, Interviews, Insurance, Team Building, Project Management, Training, Budgets, Commercial Insurance, Government, Leadership, Process Improvement, Proposal Writing, Research, Sales, Strategic Planning, Construction
Education
Longwood University 2000 — 2004
Bachelor of Science (BS), Psychology
Fauquier High School 1996 — 2000
General Study
Lara Schu Lara Schu's USI Insurance Services Experience 2002 - 2005
Job Executive Assistant at Newell Rubbermaid
Industry Consumer Goods
Experience
Newell Rubbermaid October 2005 - Present
USI Insurance Services 2002 - 2005
TMP Worldwide 1998 - 2002
Skills
high maintenance..., Administrative..., Outlook, Microsoft Excel, Budgets, SAP, Office Management, Human Resources, Lotus Notes, Executive Calendar..., Travel Management, Meeting Planning
Education
Limestone College
Bachelor of Science (B.S.), Business Administration and Management, General
Newell Rubbermaid October 2005 - Present
USI Insurance Services 2002 - 2005
TMP Worldwide 1998 - 2002
Skills
high maintenance..., Administrative..., Outlook, Microsoft Excel, Budgets, SAP, Office Management, Human Resources, Lotus Notes, Executive Calendar..., Travel Management, Meeting Planning
Education
Limestone College
Bachelor of Science (B.S.), Business Administration and Management, General
John C. Middleton John C. Middleton's USI Insurance Services Experience March 2015 - Present
Job President Property & Casualty Norfolk, Newport News & Richmond ,VA at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services March 2015 - Present
Tabb,Brockenbrough and Ragland,a Dawson/AssuredPartners Company October 2012 - March 2015
Wells Fargo Insurance Services May 2005 - June 2012
Marsh, Inc April 1997 - May 2005
Johnson & Higgins July 1991 - April 1997
Johnson & Higgins March 1986 - July 1991
Johnson & Higgins January 1981 - March 1986
Johnson & Higgins of NY November 1978 - January 1981
Skills
Property & Casualty..., Insurance, Employee Benefits, Underwriting, Risk Management, Management, Sales, Professional Liability, Leadership, Commercial Insurance, Brokers, Liability, Casualty Insurance, Strategic Planning, Workers Compensation, General Insurance
Education
Hampden-Sydney College 1972 — 1976
BA, History
Hampden - Sydney College
USI Insurance Services March 2015 - Present
Tabb,Brockenbrough and Ragland,a Dawson/AssuredPartners Company October 2012 - March 2015
Wells Fargo Insurance Services May 2005 - June 2012
Marsh, Inc April 1997 - May 2005
Johnson & Higgins July 1991 - April 1997
Johnson & Higgins March 1986 - July 1991
Johnson & Higgins January 1981 - March 1986
Johnson & Higgins of NY November 1978 - January 1981
Skills
Property & Casualty..., Insurance, Employee Benefits, Underwriting, Risk Management, Management, Sales, Professional Liability, Leadership, Commercial Insurance, Brokers, Liability, Casualty Insurance, Strategic Planning, Workers Compensation, General Insurance
Education
Hampden-Sydney College 1972 — 1976
BA, History
Hampden - Sydney College
David Hambleton David Hambleton's USI Insurance Services Experience October 2006 - January 2007
Job Account Executive Commercial Brokerage Division at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. June 2014 - Present
Rampart Insurance Associates January 2014 - June 2014
RPA Insurance Services, LLC December 2012 - January 2014
Marsh USA, Inc February 2007 - August 2012
USI Insurance Services October 2006 - January 2007
Willis New York January 2005 - July 2006
Marsh September 1990 - November 2004
Johnson & Higgins March 1985 - August 1990
Chubb March 1982 - March 1985
Hartford Steam Boiler July 1980 - March 1982
Skills
Insurance, Property & Casualty..., Risk Management, Management, Professional Liability, Brokers, Strategy, CRM, Financial Risk, Negotiation, Reinsurance, Program Management, Account Management, Sales, Portfolio Management, Property, Marketing, Commercial Insurance, Underwriting, Casualty
Education
St. Lawrence University 1978 — 1979
Master of Education (M.Ed), Education
Ithaca College 1974 — 1978
Bachelor of Science (BS), Health & Physical Education
Arthur J. Gallagher & Co. June 2014 - Present
Rampart Insurance Associates January 2014 - June 2014
RPA Insurance Services, LLC December 2012 - January 2014
Marsh USA, Inc February 2007 - August 2012
USI Insurance Services October 2006 - January 2007
Willis New York January 2005 - July 2006
Marsh September 1990 - November 2004
Johnson & Higgins March 1985 - August 1990
Chubb March 1982 - March 1985
Hartford Steam Boiler July 1980 - March 1982
Skills
Insurance, Property & Casualty..., Risk Management, Management, Professional Liability, Brokers, Strategy, CRM, Financial Risk, Negotiation, Reinsurance, Program Management, Account Management, Sales, Portfolio Management, Property, Marketing, Commercial Insurance, Underwriting, Casualty
Education
St. Lawrence University 1978 — 1979
Master of Education (M.Ed), Education
Ithaca College 1974 — 1978
Bachelor of Science (BS), Health & Physical Education
Daniela Pino Linale 📌 Daniela Pino Linale 📌's USI Insurance Services Experience March 2011 - May 2012
Job IT Strategy and Architecture
Industry Financial Services
Experience
PSEG February 2015 - Present
Dun and Bradstreet September 2014 - January 2015
Sterling Infosystems, Inc. July 2012 - August 2014
USI Insurance Services March 2011 - May 2012
Pitney Bowes July 2001 - January 2011
BankOne (acquired by JPMorgan) January 1998 - June 2001
Cone Software June 1995 - December 1997
Applied Science and Engineering Laboratories January 1993 - June 1995
Skills
Software Project..., Business Process..., Outsourcing, Cross-functional Team..., IT Management, Business Planning, Budgeting, Business Transformation, Vendor Management, PMO, Application Development, Business Case..., Executive Level...
Education
University of Pennsylvania - The Wharton School 2000 — 2004
M.S., Executive Master's in Technology Management
University of Delaware 1992 — 1998
MS, Computer Information Systems
James Madison University 1988 — 1992
BS, Computer Science, Magna Cum Laude
PSEG February 2015 - Present
Dun and Bradstreet September 2014 - January 2015
Sterling Infosystems, Inc. July 2012 - August 2014
USI Insurance Services March 2011 - May 2012
Pitney Bowes July 2001 - January 2011
BankOne (acquired by JPMorgan) January 1998 - June 2001
Cone Software June 1995 - December 1997
Applied Science and Engineering Laboratories January 1993 - June 1995
Skills
Software Project..., Business Process..., Outsourcing, Cross-functional Team..., IT Management, Business Planning, Budgeting, Business Transformation, Vendor Management, PMO, Application Development, Business Case..., Executive Level...
Education
University of Pennsylvania - The Wharton School 2000 — 2004
M.S., Executive Master's in Technology Management
University of Delaware 1992 — 1998
MS, Computer Information Systems
James Madison University 1988 — 1992
BS, Computer Science, Magna Cum Laude
Elissa Marsicano Elissa Marsicano's USI Insurance Services Experience January 2008 - August 2010
Job Manager, Reporting and Analytics at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross December 2014 - Present
Independence Blue Cross November 2013 - December 2014
Independence Blue Cross August 2010 - November 2013
USI Insurance Services January 2008 - August 2010
PwC June 2004 - January 2008
Skills
Analysis, Budgets, Management, Finance, Strategy, Leadership, Consolidation, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Variance Analysis, Accounting, Hyperion Enterprise, Financial Modeling
Education
King's College 2000 — 2004
Bachelor of Science (B.S.), Accounting
Independence Blue Cross December 2014 - Present
Independence Blue Cross November 2013 - December 2014
Independence Blue Cross August 2010 - November 2013
USI Insurance Services January 2008 - August 2010
PwC June 2004 - January 2008
Skills
Analysis, Budgets, Management, Finance, Strategy, Leadership, Consolidation, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Variance Analysis, Accounting, Hyperion Enterprise, Financial Modeling
Education
King's College 2000 — 2004
Bachelor of Science (B.S.), Accounting
Loretta Trevino Loretta Trevino's USI Insurance Services Experience August 1998 - Present
Job Senior Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 1998 - Present
Harris County Insurance Center May 1979 - December 1989
Skills
Professional Liability, Property & Casualty..., Insurance, Casualty, General Insurance, Underwriting, Liability, Umbrella Insurance, Inland Marine
Education
Dayton High School 1969 — 1981
Lee College
Insurance
USI Insurance Services August 1998 - Present
Harris County Insurance Center May 1979 - December 1989
Skills
Professional Liability, Property & Casualty..., Insurance, Casualty, General Insurance, Underwriting, Liability, Umbrella Insurance, Inland Marine
Education
Dayton High School 1969 — 1981
Lee College
Insurance
Ashley Piccione's USI Insurance Services Experience January 2015 - Present
Job Account Coordinator at USI Insurance Services
Industry Broadcast Media
Experience
USI Insurance Services January 2015 - Present
Global Facility Management & Construction, Inc. July 2014 - January 2015
Global Facility Management and Construction, Inc. February 2013 - July 2014
Vera Bradley October 2012 - February 2013
Driven Local September 2012 - October 2012
Connoisseur Media July 2012 - September 2012
Long Island University January 2008 - May 2012
New York Islanders 2010 - 2012
New York Islanders December 2009 - May 2010
Skills
Adobe Audition, Microsoft Word, Microsoft Excel, Final Cut Pro, Garageband, Newspaper Design, Creative Writing, Advertising, Marketing, Editing, Public Relations, Social Media, Digital Media, Event Planning, Sales, Press Releases, Customer Service, Facebook, Social Networking, Budgets, Leadership Development, Leadership, Operations Management, Quality Management, Analysis, Time Management, Forecasting, Account Management, Teamwork, Vendor Management, Logistics, Cross-functional Team..., Management, Negotiation, Team Building
Education
Long Island University, C.W. Post Campus 2007 — 2010
Bachelor of Fine Arts (BFA), Electronic Broadcasting and Journalism
USI Insurance Services January 2015 - Present
Global Facility Management & Construction, Inc. July 2014 - January 2015
Global Facility Management and Construction, Inc. February 2013 - July 2014
Vera Bradley October 2012 - February 2013
Driven Local September 2012 - October 2012
Connoisseur Media July 2012 - September 2012
Long Island University January 2008 - May 2012
New York Islanders 2010 - 2012
New York Islanders December 2009 - May 2010
Skills
Adobe Audition, Microsoft Word, Microsoft Excel, Final Cut Pro, Garageband, Newspaper Design, Creative Writing, Advertising, Marketing, Editing, Public Relations, Social Media, Digital Media, Event Planning, Sales, Press Releases, Customer Service, Facebook, Social Networking, Budgets, Leadership Development, Leadership, Operations Management, Quality Management, Analysis, Time Management, Forecasting, Account Management, Teamwork, Vendor Management, Logistics, Cross-functional Team..., Management, Negotiation, Team Building
Education
Long Island University, C.W. Post Campus 2007 — 2010
Bachelor of Fine Arts (BFA), Electronic Broadcasting and Journalism
Davis Denise's USI Insurance Services Experience May 2014 - Present
Job Benefits Acount Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services August 2008 - April 2014
HealthCare Coach October 2005 - June 2008
Skills
Health Insurance, Life Insurance, Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Health Savings Accounts, Brokers, Managed Care, Long-term Care, Health Care Reform, Medicare, COBRA, Underwriting, Benefits Administration
Education
Grand Valley State University 1987 — 1992
Bachelors of Science, Health Science
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services August 2008 - April 2014
HealthCare Coach October 2005 - June 2008
Skills
Health Insurance, Life Insurance, Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Health Savings Accounts, Brokers, Managed Care, Long-term Care, Health Care Reform, Medicare, COBRA, Underwriting, Benefits Administration
Education
Grand Valley State University 1987 — 1992
Bachelors of Science, Health Science
Sarah Hines Sarah Hines's USI Insurance Services Experience May 2011 - March 2012
Job Benefits Specialist WinnCompanies
Industry Insurance
Experience
WinnCompanies October 2014 - Present
The Paper Store October 2003 - Present
EBS Capstone March 2012 - October 2014
USI Insurance Services May 2011 - March 2012
Hanscom Federal Credit Union March 2010 - May 2011
Skills
Employee Benefits, Health Insurance, Management, Sales, Underwriting, Property & Casualty..., Insurance, Customer Service, Benefits Administration, Recruiting, Human Resources, Time Management, Training
Education
Keene State College 2005 — 2009
Bachelors, Communications
WinnCompanies October 2014 - Present
The Paper Store October 2003 - Present
EBS Capstone March 2012 - October 2014
USI Insurance Services May 2011 - March 2012
Hanscom Federal Credit Union March 2010 - May 2011
Skills
Employee Benefits, Health Insurance, Management, Sales, Underwriting, Property & Casualty..., Insurance, Customer Service, Benefits Administration, Recruiting, Human Resources, Time Management, Training
Education
Keene State College 2005 — 2009
Bachelors, Communications
Jinnie Tinianow's USI Insurance Services Experience January 2013 - December 2013
Job English faculty at Ashford University
Industry E-Learning
Experience
Children's Hospital Colorado May 2015 - Present
Ashford University April 2015 - Present
Bella Sofia Photography August 2011 - Present
East/West Language Services January 2003 - Present
Ashford University October 2014 - March 2015
Ashford University February 2014 - October 2014
USI Insurance Services January 2013 - December 2013
USI Affinity Travel Insurance Services July 2012 - January 2013
La Sierra University June 2009 - August 2011
Airbus January 2007 - December 2008
Skills
Chinese, French, Pianist, Mac OS X, Photography, Event Management, Mandarin, Translation, Video, Weddings, English, ESL, Tutoring, Teaching, Language Teaching, Literature, Teaching English as a..., Microsoft Word, Public Speaking, Creative Writing, Proofreading, Higher Education, Driven By Results, Relationship Building, Microsoft Office, Nonprofits, Research, Social Media, Editing, Leadership
Education
La Sierra University 2008 — 2010
Master, English literature
Nankai University 2007 — 2009
Master, Translation&interpretation
Nankai University 2003 — 2007
Bachelor, English Language and Literature
University of Colorado Denver
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Children's Hospital Colorado May 2015 - Present
Ashford University April 2015 - Present
Bella Sofia Photography August 2011 - Present
East/West Language Services January 2003 - Present
Ashford University October 2014 - March 2015
Ashford University February 2014 - October 2014
USI Insurance Services January 2013 - December 2013
USI Affinity Travel Insurance Services July 2012 - January 2013
La Sierra University June 2009 - August 2011
Airbus January 2007 - December 2008
Skills
Chinese, French, Pianist, Mac OS X, Photography, Event Management, Mandarin, Translation, Video, Weddings, English, ESL, Tutoring, Teaching, Language Teaching, Literature, Teaching English as a..., Microsoft Word, Public Speaking, Creative Writing, Proofreading, Higher Education, Driven By Results, Relationship Building, Microsoft Office, Nonprofits, Research, Social Media, Editing, Leadership
Education
La Sierra University 2008 — 2010
Master, English literature
Nankai University 2007 — 2009
Master, Translation&interpretation
Nankai University 2003 — 2007
Bachelor, English Language and Literature
University of Colorado Denver
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Patricia A. Henry Patricia A. Henry's USI Insurance Services Experience 1994 - 2001
Job Operations Assistant at Cummins Power Systems
Industry Insurance
Experience
Cummins Power Systems May 2012 - Present
Good Samaritan Hospital Medical Center May 2005 - November 2013
Managed Benefit Plans April 2001 - May 2010
USI Insurance Services 1994 - 2001
Skills
Microsoft Office, Excel, Access, Customer Service, Account Management, Sales Support, Customer Relations, Problem Solving, Health Insurance, Benefits Administration, Administration, Employee Benefits, Healthcare, Insurance, Outlook, Vendor Relations, HIPAA, Word, Employee Relations, Program Management, Strategic Planning, Microsoft Excel, System Administration, Process Improvement, Business Development, Microsoft Word, Software Documentation
Education
Katherine Gibbs School 1980 — 1981
Business Administration, Business
Cummins Power Systems May 2012 - Present
Good Samaritan Hospital Medical Center May 2005 - November 2013
Managed Benefit Plans April 2001 - May 2010
USI Insurance Services 1994 - 2001
Skills
Microsoft Office, Excel, Access, Customer Service, Account Management, Sales Support, Customer Relations, Problem Solving, Health Insurance, Benefits Administration, Administration, Employee Benefits, Healthcare, Insurance, Outlook, Vendor Relations, HIPAA, Word, Employee Relations, Program Management, Strategic Planning, Microsoft Excel, System Administration, Process Improvement, Business Development, Microsoft Word, Software Documentation
Education
Katherine Gibbs School 1980 — 1981
Business Administration, Business
Emily Brewer Emily Brewer's USI Insurance Services Experience July 2011 - Present
Job Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2011 - Present
Aon Risk Services January 2010 - July 2011
Allied North America September 2007 - January 2010
HBW Insurance Services LLC July 2005 - September 2007
Education
Hofstra University 2000 — 2004
BBA, Management
Garden City High School 1996 — 2000
USI Insurance Services July 2011 - Present
Aon Risk Services January 2010 - July 2011
Allied North America September 2007 - January 2010
HBW Insurance Services LLC July 2005 - September 2007
Education
Hofstra University 2000 — 2004
BBA, Management
Garden City High School 1996 — 2000
Kerrah Foster's USI Insurance Services Experience July 2013 - March 2014
Job Sr. Benefits Specialist
Industry Insurance
Experience
Harsco Corporation August 2015 - Present
First Niagara Benefits Consulting April 2014 - Present
USI Insurance Services July 2013 - March 2014
USI Insurance Services July 2010 - June 2013
PMA Capital Corp November 2007 - July 2010
Bristol West Insurance Group August 2006 - November 2007
ACS Claim Service September 2004 - August 2006
Earthlink, Inc August 2002 - March 2004
Daytona Toyota December 2000 - December 2001
Speedway Dodge & Kia July 1999 - December 2000
Skills
Employee Benefits, Insurance, Health Insurance, Sales, Customer Service, Customer Retention, Presentations, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Human Resources, Health Savings Accounts, Call Centers
Education
University of Phoenix
Bachelor Of Science, Business Administration With; Human Resource Management
HACC, Central Pennsylvania's Community College
Business Administration
Harsco Corporation August 2015 - Present
First Niagara Benefits Consulting April 2014 - Present
USI Insurance Services July 2013 - March 2014
USI Insurance Services July 2010 - June 2013
PMA Capital Corp November 2007 - July 2010
Bristol West Insurance Group August 2006 - November 2007
ACS Claim Service September 2004 - August 2006
Earthlink, Inc August 2002 - March 2004
Daytona Toyota December 2000 - December 2001
Speedway Dodge & Kia July 1999 - December 2000
Skills
Employee Benefits, Insurance, Health Insurance, Sales, Customer Service, Customer Retention, Presentations, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Human Resources, Health Savings Accounts, Call Centers
Education
University of Phoenix
Bachelor Of Science, Business Administration With; Human Resource Management
HACC, Central Pennsylvania's Community College
Business Administration
Rachel Kersey's USI Insurance Services Experience May 2015 - Present
Job Trusted Advisor, Property & Casualty Consultant
Industry Insurance
Experience
USI Insurance Services May 2015 - Present
Safehold Special Risk (division of Wells Fargo) March 2013 - April 2015
Wells Fargo Insurance Services July 2012 - March 2013
The Hartford Ins November 2011 - July 2012
The Hartford August 2010 - November 2011
Liberty Mutual Insurance August 2007 - April 2010
Best Buy August 2004 - July 2007
Skills
Insurance, Workers Compensation, Claim, Customer Service, Property & Casualty..., Commercial Insurance, Legal Liability, Underwriting, Leadership, Liability, Umbrella Insurance, Management, Litigation Management, General Insurance, Professional Liability, Brokers, Risk Management, Investigation, Property, Sales, Training, Employee Benefits, Claim Investigation, Analysis, Financial Risk, Casualty, Disability Insurance, Marketing, Commercial Lines, Health Insurance, Liability Analysis, Workers' Compensation..., D&O, Excess, Reinsurance, Inland Marine, Accident, Surety Bonds, Claims Handling, Auto, FMLA, Subrogation, Employment Practices..., Claims, General Liability, Short Term Disability, Marketing Communications, Direct Marketing, Direct Sales, Cyber Liability
Education
Indiana University South Bend 2004 — 2010
Bachelor of Liberal Arts, History
USI Insurance Services May 2015 - Present
Safehold Special Risk (division of Wells Fargo) March 2013 - April 2015
Wells Fargo Insurance Services July 2012 - March 2013
The Hartford Ins November 2011 - July 2012
The Hartford August 2010 - November 2011
Liberty Mutual Insurance August 2007 - April 2010
Best Buy August 2004 - July 2007
Skills
Insurance, Workers Compensation, Claim, Customer Service, Property & Casualty..., Commercial Insurance, Legal Liability, Underwriting, Leadership, Liability, Umbrella Insurance, Management, Litigation Management, General Insurance, Professional Liability, Brokers, Risk Management, Investigation, Property, Sales, Training, Employee Benefits, Claim Investigation, Analysis, Financial Risk, Casualty, Disability Insurance, Marketing, Commercial Lines, Health Insurance, Liability Analysis, Workers' Compensation..., D&O, Excess, Reinsurance, Inland Marine, Accident, Surety Bonds, Claims Handling, Auto, FMLA, Subrogation, Employment Practices..., Claims, General Liability, Short Term Disability, Marketing Communications, Direct Marketing, Direct Sales, Cyber Liability
Education
Indiana University South Bend 2004 — 2010
Bachelor of Liberal Arts, History
E. Kent Evans E. Kent Evans's USI Insurance Services Experience November 2014 - Present
Job Employee Benefits Practice Leader, USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2014 - Present
Willis October 2008 - November 2014
HRH October 2006 - October 2008
Zutz Insurance, Inc. August 2006 - October 2006
RTA Financial Services, Inc. (HealthSelect Division) August 1994 - August 2006
84 Lumber January 1992 - July 1994
John Hancock Life Insurance Company (U.S.A.) December 1988 - December 1991
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Underwriting, Leadership, Healthcare, Management, Commercial Insurance, Property & Casualty..., Casualty, Health Care Reform, Professional Liability, Health Savings Accounts, Liability, Dentistry, Life Insurance, 401k
Education
Kutztown University of Pennsylvania 1984 — 1988
Bachelors of Business, Economics and Finance
USI Insurance Services November 2014 - Present
Willis October 2008 - November 2014
HRH October 2006 - October 2008
Zutz Insurance, Inc. August 2006 - October 2006
RTA Financial Services, Inc. (HealthSelect Division) August 1994 - August 2006
84 Lumber January 1992 - July 1994
John Hancock Life Insurance Company (U.S.A.) December 1988 - December 1991
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Underwriting, Leadership, Healthcare, Management, Commercial Insurance, Property & Casualty..., Casualty, Health Care Reform, Professional Liability, Health Savings Accounts, Liability, Dentistry, Life Insurance, 401k
Education
Kutztown University of Pennsylvania 1984 — 1988
Bachelors of Business, Economics and Finance
Angel Delfi's USI Insurance Services Experience October 2013 - Present
Job USI CONSULTING GROUP
Industry Publishing
Experience
USI Insurance Services October 2013 - Present
Navigant Capital Advisors 2005 - 2008
Junior Achievement of New York November 1998 - July 2006
Education
Katherine Gibbs School 1995 — 1997
associate, Business Administration
USI Insurance Services October 2013 - Present
Navigant Capital Advisors 2005 - 2008
Junior Achievement of New York November 1998 - July 2006
Education
Katherine Gibbs School 1995 — 1997
associate, Business Administration
Kathie Libbra Kathie Libbra's USI Insurance Services Experience December 2006 - Present
Job at
Industry Insurance
Experience
USI Insurance Services December 2006 - Present
United States Postal Service 2001 - 2006
Walmart 1990 - 2001
Skills
Employee Benefits, Health Insurance, Strategic Planning, Liability, Employee Relations, Process Improvement, Strategic Financial..., COBRA, Human Resources, Insurance, Account Management, Claims Resolution, Managed Care, Sales, Team Building, Long-term Care, Management, Group Medical, Health Care Reform, Group Insurance, Open Enrollment, PPO, Employee Wellness..., HRA, Flexible Spending..., Client Services, Employee Wellness, Insurance Brokerage, Marketing
Education
Hickey College 2006 — 2006
Hickey College 2006 — 2006
USI Insurance Services December 2006 - Present
United States Postal Service 2001 - 2006
Walmart 1990 - 2001
Skills
Employee Benefits, Health Insurance, Strategic Planning, Liability, Employee Relations, Process Improvement, Strategic Financial..., COBRA, Human Resources, Insurance, Account Management, Claims Resolution, Managed Care, Sales, Team Building, Long-term Care, Management, Group Medical, Health Care Reform, Group Insurance, Open Enrollment, PPO, Employee Wellness..., HRA, Flexible Spending..., Client Services, Employee Wellness, Insurance Brokerage, Marketing
Education
Hickey College 2006 — 2006
Hickey College 2006 — 2006
Mark R. Schneider, CEBS, CMS Mark R. Schneider, CEBS, CMS's USI Insurance Services Experience August 2012 - October 2013
Job Certified Employee Benefits Specialist
Industry Insurance
Experience
The Cleveland Total Rewards Association May 2014 - Present
Cleveland Professionals group July 2013 - Present
International Society of Certified Employee Benefit Specialists January 2013 - Present
Hylant November 2013 - January 2015
USI Insurance Services August 2012 - October 2013
BNI October 2009 - August 2012
Love Insurance Agency June 2008 - August 2012
Chase Investment Services June 2004 - June 2008
Skills
Insurance, Retirement Planning, Employee Benefits, Fixed Annuities, Whole Life, Term Life Insurance, Mortgage Marketing, Disability Insurance, General Insurance, Life Insurance, Long-term Care, Professional Liability, Health Insurance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Certified Employee Benefits Specialist-CEBS, Compensation Management Specialist-CMS, Group Employee Benefits, Passed my CEBS, CMS and GBA
Kent State University 2000 — 2004
Bachelors, Design and Visual Communications, General
Chardon High School 1992 — 1994
HS Diploma/ AutoBody Technology, Autobody/Collision and Repair Technology/Technician, A
The Cleveland Total Rewards Association May 2014 - Present
Cleveland Professionals group July 2013 - Present
International Society of Certified Employee Benefit Specialists January 2013 - Present
Hylant November 2013 - January 2015
USI Insurance Services August 2012 - October 2013
BNI October 2009 - August 2012
Love Insurance Agency June 2008 - August 2012
Chase Investment Services June 2004 - June 2008
Skills
Insurance, Retirement Planning, Employee Benefits, Fixed Annuities, Whole Life, Term Life Insurance, Mortgage Marketing, Disability Insurance, General Insurance, Life Insurance, Long-term Care, Professional Liability, Health Insurance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Certified Employee Benefits Specialist-CEBS, Compensation Management Specialist-CMS, Group Employee Benefits, Passed my CEBS, CMS and GBA
Kent State University 2000 — 2004
Bachelors, Design and Visual Communications, General
Chardon High School 1992 — 1994
HS Diploma/ AutoBody Technology, Autobody/Collision and Repair Technology/Technician, A
Anthony Way Anthony Way's USI Insurance Services Experience October 1999 - October 2010
Job Vice President at Assurance Agency
Industry Insurance
Experience
Assurance Agency October 2010 - Present
USI Insurance Services October 1999 - October 2010
CNA Insurance October 1997 - October 1999
Farmers Insurance July 1995 - October 1997
Education
Knox College 1991 — 1995
B.A., Political Science
The Institutes
Associate's Degree, Risk Management
Assurance Agency October 2010 - Present
USI Insurance Services October 1999 - October 2010
CNA Insurance October 1997 - October 1999
Farmers Insurance July 1995 - October 1997
Education
Knox College 1991 — 1995
B.A., Political Science
The Institutes
Associate's Degree, Risk Management
Sara Holtby Sara Holtby's USI Insurance Services Experience December 1999 - 2014
Job Customer Service Specialist at M&M Assurance Group
Industry Insurance
Experience
M&M Assurance Group September 2014 - Present
Under Armour November 2012 - Present
USI Insurance Services December 1999 - 2014
Skills
Customer Retention, Customer Service, Insurance, Sales, Underwriting, Account Management, Call Centers, Sales Management, Team Building, Marketing
Education
Granite State College
Bachelor of Arts (BA), English Language and Literature, General
Fryeburg Academy
M&M Assurance Group September 2014 - Present
Under Armour November 2012 - Present
USI Insurance Services December 1999 - 2014
Skills
Customer Retention, Customer Service, Insurance, Sales, Underwriting, Account Management, Call Centers, Sales Management, Team Building, Marketing
Education
Granite State College
Bachelor of Arts (BA), English Language and Literature, General
Fryeburg Academy
Sharon Eason, CPA,CGMA Sharon Eason, CPA,CGMA's USI Insurance Services Experience July 2014 - July 2015
Job Financial Analyst at USI Insurance Services
Industry Accounting
Experience
USI Insurance Services July 2014 - July 2015
MBIA May 2009 - January 2014
KPMG January 2007 - 2009
Swiss Re 2004 - 2006
Gemini Computer Systems, Inc 1998 - 2004
Zurich Reinsurance Company 1990 - 1997
Skills
Completed NATP training..., Internal Controls, Financial Reporting, Account Reconciliation, Accounting, Auditing, General Ledger, GAAP, Financial Statements, Tax, Hyperion Enterprise, Sarbanes-Oxley, Finance, Financial Analysis
Education
Northeastern University 2012 — 2015
Master's Degree, Finance/Innovation and Entrepreneurship
Iona College
Bachelor's Degree, Accounting
USI Insurance Services July 2014 - July 2015
MBIA May 2009 - January 2014
KPMG January 2007 - 2009
Swiss Re 2004 - 2006
Gemini Computer Systems, Inc 1998 - 2004
Zurich Reinsurance Company 1990 - 1997
Skills
Completed NATP training..., Internal Controls, Financial Reporting, Account Reconciliation, Accounting, Auditing, General Ledger, GAAP, Financial Statements, Tax, Hyperion Enterprise, Sarbanes-Oxley, Finance, Financial Analysis
Education
Northeastern University 2012 — 2015
Master's Degree, Finance/Innovation and Entrepreneurship
Iona College
Bachelor's Degree, Accounting
Irene Ambrosio Irene Ambrosio's USI Insurance Services Experience October 2013 - Present
Job Account ManagerComm'l Lines Wrap Up Dept at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services October 2013 - Present
USI Insurance Services November 2012 - Present
USI Insurance Services November 2008 - November 2012
The Halland Companies August 2004 - September 2008
City Underwriting Agency Inc. October 1990 - August 2004
Skills
Insurance, Financial Analysis, Employee Benefits, Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Financial Modeling, Internal Controls, Managerial Finance, Sarbanes-Oxley, 401k, Forecasting
Education
Hofstra University
BBA, Business
USI Insurance Services October 2013 - Present
USI Insurance Services November 2012 - Present
USI Insurance Services November 2008 - November 2012
The Halland Companies August 2004 - September 2008
City Underwriting Agency Inc. October 1990 - August 2004
Skills
Insurance, Financial Analysis, Employee Benefits, Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Financial Modeling, Internal Controls, Managerial Finance, Sarbanes-Oxley, 401k, Forecasting
Education
Hofstra University
BBA, Business
David Artzerounian Jr.'s USI Insurance Services Experience August 2014 - Present
Job Account Executive at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services August 2014 - Present
Liberty Mutual Insurance June 2012 - August 2014
Liberty Mutual Insurance June 2010 - June 2012
Liberty Mutual Insurance February 2010 - June 2010
Wells Fargo June 2009 - January 2010
Education
Southern Methodist University
Master of Business Administration (M.B.A.)
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2015
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 2005 — 2009
Bachelor’s Degree
University of Wollongong
BBA
Hopkins Academy 2002 — 2005
High School
USI Insurance Services August 2014 - Present
Liberty Mutual Insurance June 2012 - August 2014
Liberty Mutual Insurance June 2010 - June 2012
Liberty Mutual Insurance February 2010 - June 2010
Wells Fargo June 2009 - January 2010
Education
Southern Methodist University
Master of Business Administration (M.B.A.)
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2015
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 2005 — 2009
Bachelor’s Degree
University of Wollongong
BBA
Hopkins Academy 2002 — 2005
High School
Pamela Pena Pamela Pena's USI Insurance Services Experience February 1992 - February 2002
Job Commercial Account Executive Marine & Energy Department
Industry Insurance
Experience
HUB International Insurance Services August 2003 - Present
Pathfinder/LL&D Insurance February 2002 - August 2003
USI Insurance Services February 1992 - February 2002
Skills
Proficient in Microsoft..., Property & Casualty..., Insurance, Commercial Insurance, Casualty, Brokers, General Insurance, Underwriting, Reinsurance, Health Insurance, Liability, Workers Compensation, Inland Marine, Employment Practices..., Disability Insurance, D&O, Legal Liability, Commercial Lines, Umbrella Insurance, Customer Service, Life Insurance, Professional Liability, Employee Benefits, Claim, Claims Management, Excess, Directors & Officers..., Financial Risk, Surety Bonds, Term Life Insurance, Marine Insurance, Captives, Insurance Brokerage, Health Savings Accounts, Liability Analysis, Account Management
Education
Certified Account Manager (CAM) 2012 — 2014
Certified Account Manager (CAM), Insurance Education
San Jacinto College 1977 — 1980
Computer Science
Dual Designation - ACSR
Houston Community College
HUB International Insurance Services August 2003 - Present
Pathfinder/LL&D Insurance February 2002 - August 2003
USI Insurance Services February 1992 - February 2002
Skills
Proficient in Microsoft..., Property & Casualty..., Insurance, Commercial Insurance, Casualty, Brokers, General Insurance, Underwriting, Reinsurance, Health Insurance, Liability, Workers Compensation, Inland Marine, Employment Practices..., Disability Insurance, D&O, Legal Liability, Commercial Lines, Umbrella Insurance, Customer Service, Life Insurance, Professional Liability, Employee Benefits, Claim, Claims Management, Excess, Directors & Officers..., Financial Risk, Surety Bonds, Term Life Insurance, Marine Insurance, Captives, Insurance Brokerage, Health Savings Accounts, Liability Analysis, Account Management
Education
Certified Account Manager (CAM) 2012 — 2014
Certified Account Manager (CAM), Insurance Education
San Jacinto College 1977 — 1980
Computer Science
Dual Designation - ACSR
Houston Community College
Susan Walker Susan Walker's USI Insurance Services Experience February 2015 - Present
Job Senior Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2015 - Present
Hylant Group May 2011 - February 2015
Aon 2006 - May 2011
Wachovia Insurance Services 2003 - 2006
Marsh 1988 - 2003
Johnson & Higgins 1988 - 1992
Education
Knox College 1982 — 1986
BA, Business Administration and Economics
USI Insurance Services February 2015 - Present
Hylant Group May 2011 - February 2015
Aon 2006 - May 2011
Wachovia Insurance Services 2003 - 2006
Marsh 1988 - 2003
Johnson & Higgins 1988 - 1992
Education
Knox College 1982 — 1986
BA, Business Administration and Economics
John Meehan John Meehan's USI Insurance Services Experience May 2014 - Present
Job CEO MidSouth Region at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 1993 - May 2014
Fidelity and Deposit Co. of Maryland October 1986 - October 1993
Skills
Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Employee Benefits, Financial Analysis, Financial Risk, Workers Compensation, Surety Bonds, Management, Brokers, Professional Liability, Legal Liability, Health Insurance, Wealth Management, Team Building, Leadership, Commercial Lines, Liability, Strategic Financial...
Education
James Madison University 1981 — 1985
BS, Mgt. Information Systems
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 1993 - May 2014
Fidelity and Deposit Co. of Maryland October 1986 - October 1993
Skills
Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Employee Benefits, Financial Analysis, Financial Risk, Workers Compensation, Surety Bonds, Management, Brokers, Professional Liability, Legal Liability, Health Insurance, Wealth Management, Team Building, Leadership, Commercial Lines, Liability, Strategic Financial...
Education
James Madison University 1981 — 1985
BS, Mgt. Information Systems
Kent Sasaki Kent Sasaki's USI Insurance Services Experience October 2011 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services October 2011 - Present
Marsh & McLennan Companies, Inc. June 2006 - October 2011
Liberty Mutual Insurance June 2003 - January 2006
Skills
Property & Casualty..., Casualty, Risk Management, Professional Liability, Workers Compensation
Education
Linfield College 2002 — 2006
BA, International Business, Japanese
USI Insurance Services October 2011 - Present
Marsh & McLennan Companies, Inc. June 2006 - October 2011
Liberty Mutual Insurance June 2003 - January 2006
Skills
Property & Casualty..., Casualty, Risk Management, Professional Liability, Workers Compensation
Education
Linfield College 2002 — 2006
BA, International Business, Japanese
Bill Loeffler Bill Loeffler's USI Insurance Services Experience May 2013 - Present
Job Director of Loss Control at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2013 - Present
Zurich Financial Services May 2001 - May 2013
Zurich Services Corporation May 2001 - May 2013
Aon Risk Services 2001 - 2003
Aon Risk Services 2001 - 2003
Skills
Property & Casualty..., Claims Management, Claim, Commercial Insurance, Casualty, Underwriting, Workers Compensation, General Insurance, Risk Management, Insurance, Process Improvement, Liability, Reinsurance, Financial Risk, Negotiation, Construction, Risk Assessment, Legal Liability, Occupational Health, Construction Safety, Accident Investigation, Risk Analysis, Enterprise Risk..., Brokers, Consulting, Construction Management, Risk Management..., Professional Liability, D&O, Commercial Lines, Employment Practices..., Insurance Brokerage, Captives, Investigation, Casualty Insurance
Education
Hofstra University 1985 — 1989
BBA Banking and Finance, Finance
USI Insurance Services May 2013 - Present
Zurich Financial Services May 2001 - May 2013
Zurich Services Corporation May 2001 - May 2013
Aon Risk Services 2001 - 2003
Aon Risk Services 2001 - 2003
Skills
Property & Casualty..., Claims Management, Claim, Commercial Insurance, Casualty, Underwriting, Workers Compensation, General Insurance, Risk Management, Insurance, Process Improvement, Liability, Reinsurance, Financial Risk, Negotiation, Construction, Risk Assessment, Legal Liability, Occupational Health, Construction Safety, Accident Investigation, Risk Analysis, Enterprise Risk..., Brokers, Consulting, Construction Management, Risk Management..., Professional Liability, D&O, Commercial Lines, Employment Practices..., Insurance Brokerage, Captives, Investigation, Casualty Insurance
Education
Hofstra University 1985 — 1989
BBA Banking and Finance, Finance
Linda Erker Linda Erker's USI Insurance Services Experience January 2013 - Present
Job Senior Account Executive at USI Midwest
Industry Insurance
Experience
USI Insurance Services January 2013 - Present
WFL June 2009 - March 2013
Lockton Companies 2007 - 2009
Arthur J. Gallagher 2001 - 2007
Marsh November 1994 - September 2001
Skills
Casualty, Underwriting, General Insurance, Professional Liability, Insurance, Commercial Insurance, Property & Casualty..., Brokers, General Liability, Umbrella, Inland Marine, Commercial Lines, Captives, Liability, Risk Financing, Workers Compensation, Excess
Education
Lindenwood University
USI Insurance Services January 2013 - Present
WFL June 2009 - March 2013
Lockton Companies 2007 - 2009
Arthur J. Gallagher 2001 - 2007
Marsh November 1994 - September 2001
Skills
Casualty, Underwriting, General Insurance, Professional Liability, Insurance, Commercial Insurance, Property & Casualty..., Brokers, General Liability, Umbrella, Inland Marine, Commercial Lines, Captives, Liability, Risk Financing, Workers Compensation, Excess
Education
Lindenwood University
gabrielle thies's USI Insurance Services Experience January 2009 - February 2011
Job Funding Manager
Industry Accounting
Experience
Movement Mortgage September 2011 - Present
Hampton Roads Bankshares February 2011 - August 2011
USI Insurance Services January 2009 - February 2011
James Madison University August 2008 - December 2008
Witt Mares PLC May 2008 - August 2008
KPMG 2006 - 2007
Dollar Tree Stores Inc May 2006 - August 2006
Skills
Account Reconciliation, Auditing, Accounts Receivable, Internal Controls, Banking, Leadership, Budgeting, Audit, Tax, Investor Relations, Internal Audit, External Audit, Reconciliations, Journal Entries
Education
James Madison University 2004 — 2008
B.B.A, Business AdministrationFinance and Accounting Double
Movement Mortgage September 2011 - Present
Hampton Roads Bankshares February 2011 - August 2011
USI Insurance Services January 2009 - February 2011
James Madison University August 2008 - December 2008
Witt Mares PLC May 2008 - August 2008
KPMG 2006 - 2007
Dollar Tree Stores Inc May 2006 - August 2006
Skills
Account Reconciliation, Auditing, Accounts Receivable, Internal Controls, Banking, Leadership, Budgeting, Audit, Tax, Investor Relations, Internal Audit, External Audit, Reconciliations, Journal Entries
Education
James Madison University 2004 — 2008
B.B.A, Business AdministrationFinance and Accounting Double
Curt Levine Curt Levine's USI Insurance Services Experience August 2011 - May 2015
Job Commercial Insurance Executive at Plastridge Insurance
Industry Insurance
Experience
Plastridge Insurance June 2015 - Present
USI Insurance Services August 2011 - May 2015
SOI 2010 - August 2011
TriNet June 2009 - October 2010
Gevity HR Outsourcing February 2007 - December 2009
AT&T 1990 - 1994
Computer Associates 1987 - 1989
Skills
Customer Service, Health Insurance, Salesforce.com, Insurance, PEO, Employee Benefits, Workers Compensation, Benefits Administration, New Business Development, Marketing, Sales, Business Development, Sales Process, Human Resources, HR Consulting, Account Management, Talent Acquisition, HRO, Management, Selling, Recruiting, Cold Calling, Customer Retention, Property & Casualty..., Sales Presentations, Direct Sales
Education
Lafayette College 1981 — 1985
BA, Business & Economics
Plastridge Insurance June 2015 - Present
USI Insurance Services August 2011 - May 2015
SOI 2010 - August 2011
TriNet June 2009 - October 2010
Gevity HR Outsourcing February 2007 - December 2009
AT&T 1990 - 1994
Computer Associates 1987 - 1989
Skills
Customer Service, Health Insurance, Salesforce.com, Insurance, PEO, Employee Benefits, Workers Compensation, Benefits Administration, New Business Development, Marketing, Sales, Business Development, Sales Process, Human Resources, HR Consulting, Account Management, Talent Acquisition, HRO, Management, Selling, Recruiting, Cold Calling, Customer Retention, Property & Casualty..., Sales Presentations, Direct Sales
Education
Lafayette College 1981 — 1985
BA, Business & Economics
Joe Rademacher's USI Insurance Services Experience August 2012 - November 2012
Job Systems Engineer at ThermaFlite, Inc.
Industry Information Technology and Services
Experience
Therma-Flite, Inc. September 2014 - Present
Field Solutions LLC, and OnForce Inc. July 2012 - September 2014
Sutter Health March 2013 - November 2013
USI Insurance Services August 2012 - November 2012
SunPower Corporation August 2010 - January 2011
Shell Oil Company March 2010 - August 2010
AT&T August 2009 - December 2009
TEKsystems February 2009 - August 2009
CompuCom September 2008 - November 2008
Fehr & Peers May 2007 - June 2007
Skills
Microsoft Certified..., CCNA, A+, MCDST, Network+, Active Directory, Servers, Networking, Windows 7, Operating Systems, Hardware, XP, Cisco Technologies, Troubleshooting, Technical Support, Help Desk Support, Switches, Software Installation, Blackberry Enterprise..., Microsoft Exchange, Laptops, Printers, Routers, VPN, WAN, DHCP, HP, A+ Certified, Windows XP, CompTIA A+
Education
Heald College 2006 — 2008
Two Associate's Degrees in, IT: Network Systems Administration & Cisco Systems
Therma-Flite, Inc. September 2014 - Present
Field Solutions LLC, and OnForce Inc. July 2012 - September 2014
Sutter Health March 2013 - November 2013
USI Insurance Services August 2012 - November 2012
SunPower Corporation August 2010 - January 2011
Shell Oil Company March 2010 - August 2010
AT&T August 2009 - December 2009
TEKsystems February 2009 - August 2009
CompuCom September 2008 - November 2008
Fehr & Peers May 2007 - June 2007
Skills
Microsoft Certified..., CCNA, A+, MCDST, Network+, Active Directory, Servers, Networking, Windows 7, Operating Systems, Hardware, XP, Cisco Technologies, Troubleshooting, Technical Support, Help Desk Support, Switches, Software Installation, Blackberry Enterprise..., Microsoft Exchange, Laptops, Printers, Routers, VPN, WAN, DHCP, HP, A+ Certified, Windows XP, CompTIA A+
Education
Heald College 2006 — 2008
Two Associate's Degrees in, IT: Network Systems Administration & Cisco Systems
Rick Maher's USI Insurance Services Experience January 2005 - December 2009
Job Partner and CEO, Effective Human Resources, Inc.
Industry Human Resources
Experience
Effective Human Resources, Inc. December 2009 - Present
USI Insurance Services January 2005 - December 2009
U.S. Healthcare, Davis Vision, CIGNA, Protective Life, Liberty Mutual January 1994 - January 2005
Skills
Employee Benefits, Small Business, Compliance, Policy, Business Strategy, Human Capital Strategy, Human Capital, Entrepreneurship, Coaching, Insurance, Strategic Planning, Leadership, Human Resources, Marketing, Account Management, Management, Sales, Program Management, New Business Development, Marketing Strategy, Team Building
Education
Ithaca College 1989 — 1993
BA, Economics
Effective Human Resources, Inc. December 2009 - Present
USI Insurance Services January 2005 - December 2009
U.S. Healthcare, Davis Vision, CIGNA, Protective Life, Liberty Mutual January 1994 - January 2005
Skills
Employee Benefits, Small Business, Compliance, Policy, Business Strategy, Human Capital Strategy, Human Capital, Entrepreneurship, Coaching, Insurance, Strategic Planning, Leadership, Human Resources, Marketing, Account Management, Management, Sales, Program Management, New Business Development, Marketing Strategy, Team Building
Education
Ithaca College 1989 — 1993
BA, Economics
Donna Watkins-Perez Donna Watkins-Perez's USI Insurance Services Experience June 1994 - December 2009
Job
Industry Insurance
Experience
USI Insurance Services June 1994 - December 2009
Skills
Customer Service, Leadership, Insurance
Education
LaGuardia Community College 1986 — 1987
Business
USI Insurance Services June 1994 - December 2009
Skills
Customer Service, Leadership, Insurance
Education
LaGuardia Community College 1986 — 1987
Business
Robert J. Nelis Robert J. Nelis's USI Insurance Services Experience March 2015 - Present
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services March 2015 - Present
Durn & Bieler Insurance September 2000 - February 2015
Charles Ross & Son Company, Inc. January 1997 - September 2000
Spirax Sarco, Inc. June 1993 - October 1996
Cooper Industries, Reciprocating Products Division May 1992 - March 1993
Ingersoll Rand Company, Engineered Pump Division August 1989 - May 1992
Ingersoll Rand Company June 1987 - August 1989
Skills
Sales, Marketing, Product Development, Sales Process, B2B, Professional Liability, Property & Casualty..., Legal Liability, Liability, Insurance, Underwriting, Sales Management, New Business Development, Workers Compensation, Team Building, Start-ups, Management
Education
Lafayette College 1982 — 1987
Bachelor of Science, Mechanical Engineering
Lehigh University - College of Business and Economics 1990 — 1996
MBA
University of North Carolina at Wilmington 1984 — 1984
General coursework
USI Insurance Services March 2015 - Present
Durn & Bieler Insurance September 2000 - February 2015
Charles Ross & Son Company, Inc. January 1997 - September 2000
Spirax Sarco, Inc. June 1993 - October 1996
Cooper Industries, Reciprocating Products Division May 1992 - March 1993
Ingersoll Rand Company, Engineered Pump Division August 1989 - May 1992
Ingersoll Rand Company June 1987 - August 1989
Skills
Sales, Marketing, Product Development, Sales Process, B2B, Professional Liability, Property & Casualty..., Legal Liability, Liability, Insurance, Underwriting, Sales Management, New Business Development, Workers Compensation, Team Building, Start-ups, Management
Education
Lafayette College 1982 — 1987
Bachelor of Science, Mechanical Engineering
Lehigh University - College of Business and Economics 1990 — 1996
MBA
University of North Carolina at Wilmington 1984 — 1984
General coursework
Lisa Ballard Lisa Ballard's USI Insurance Services Experience July 2014 - Present
Job Commercial Lines Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2014 - Present
Garlow Insurance Agency, Inc. May 2012 - July 2014
CityInsurance Professionals March 2003 - May 2012
Morton Specialty Insurance Partners April 1995 - March 2003
Richard M Lewis Company December 1991 - April 1995
Skills
Property & Casualty..., Professional Liability, Heavy Equipment, General Insurance, Errors & Omissions, Pollution Liability, Workers Compensation, D&O, Automobile Liability, Legal Liability, Umbrella Insurance, Commercial Insurance, Casualty, Underwriting, Brokers, Insurance, Liability, Commercial Lines, Claims Management, Casualty Insurance, Health Insurance
Education
Guilford Technical Community College 1990 — 1992
No degree just certifications, Computer/Information Technology Administration and Management
USI Insurance Services July 2014 - Present
Garlow Insurance Agency, Inc. May 2012 - July 2014
CityInsurance Professionals March 2003 - May 2012
Morton Specialty Insurance Partners April 1995 - March 2003
Richard M Lewis Company December 1991 - April 1995
Skills
Property & Casualty..., Professional Liability, Heavy Equipment, General Insurance, Errors & Omissions, Pollution Liability, Workers Compensation, D&O, Automobile Liability, Legal Liability, Umbrella Insurance, Commercial Insurance, Casualty, Underwriting, Brokers, Insurance, Liability, Commercial Lines, Claims Management, Casualty Insurance, Health Insurance
Education
Guilford Technical Community College 1990 — 1992
No degree just certifications, Computer/Information Technology Administration and Management
Rob Murphy's USI Insurance Services Experience October 2013 - Present
Job Talent Acquisition Consultant I work to identify, attract and hire the best talent for USI Insurance
Industry Insurance
Experience
USI Insurance Services October 2013 - Present
Vantiv August 2012 - October 2013
Total Quality Logistics July 2010 - July 2012
American Business Personnel Services, Inc. April 2007 - June 2010
Skills
College Recruiting, Cold Calling, Sourcing, Recruiting, Applicant Tracking..., Onboarding, Talent Acquisition, Employee Relations, Job Fairs, Technical Recruiting, Internet Recruiting, Resume Writing, Account Management, Sales, Building Relationships, Talent Management, Corporate Recruiting, Human Resources, Customer Service, Temporary Placement, Staffing Services, Hiring, Interviews, Benefits Negotiation, Contract Recruitment, Screening Resumes, Executive Search, New Hire Orientations, Temporary Staffing, HRIS, Employee Training
Education
Lambuth University 1994 — 1998
BS, Communications
USI Insurance Services October 2013 - Present
Vantiv August 2012 - October 2013
Total Quality Logistics July 2010 - July 2012
American Business Personnel Services, Inc. April 2007 - June 2010
Skills
College Recruiting, Cold Calling, Sourcing, Recruiting, Applicant Tracking..., Onboarding, Talent Acquisition, Employee Relations, Job Fairs, Technical Recruiting, Internet Recruiting, Resume Writing, Account Management, Sales, Building Relationships, Talent Management, Corporate Recruiting, Human Resources, Customer Service, Temporary Placement, Staffing Services, Hiring, Interviews, Benefits Negotiation, Contract Recruitment, Screening Resumes, Executive Search, New Hire Orientations, Temporary Staffing, HRIS, Employee Training
Education
Lambuth University 1994 — 1998
BS, Communications
Carlene Ortiz, SPHR, SHRM-SCP, MS Emp. Law Carlene Ortiz, SPHR, SHRM-SCP, MS Emp. Law's USI Insurance Services Experience August 2005 - Present
Job Regional Human Resources Officer for USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 2005 - Present
T-Mobile September 2003 - August 2005
SunCom Wireless December 1998 - September 2003
Mutual of Omaha May 1995 - December 1998
Alexander & Alexander Inc. (acquired by AON) May 1985 - May 1995
Skills
Employee Relations, Employment Law, Employment Contracts, Recruiting, Staff Retention, Compensation & Benefit, Deferred Compensation, Personnel Management, Performance Management, Call Center, Benefits Administration, COBRA, Employee Benefits, Human Resources, Organizational..., Internet Recruiting, Succession Planning, Call Centers, Management, Training, HRIS, Leadership, FMLA, Onboarding, Strategy, Workforce Planning, Mergers & Acquisitions, Workers Compensation, Talent Acquisition, College Recruiting, Employee Engagement
Education
Nova Southeastern University—Shepard Broad Law Center
Master of Science (M.S.), Employment Law
Limestone College
Bachelor of Arts (B.A.), Human Resources Development / Minor in Psychology
Murdock High School
USI Insurance Services August 2005 - Present
T-Mobile September 2003 - August 2005
SunCom Wireless December 1998 - September 2003
Mutual of Omaha May 1995 - December 1998
Alexander & Alexander Inc. (acquired by AON) May 1985 - May 1995
Skills
Employee Relations, Employment Law, Employment Contracts, Recruiting, Staff Retention, Compensation & Benefit, Deferred Compensation, Personnel Management, Performance Management, Call Center, Benefits Administration, COBRA, Employee Benefits, Human Resources, Organizational..., Internet Recruiting, Succession Planning, Call Centers, Management, Training, HRIS, Leadership, FMLA, Onboarding, Strategy, Workforce Planning, Mergers & Acquisitions, Workers Compensation, Talent Acquisition, College Recruiting, Employee Engagement
Education
Nova Southeastern University—Shepard Broad Law Center
Master of Science (M.S.), Employment Law
Limestone College
Bachelor of Arts (B.A.), Human Resources Development / Minor in Psychology
Murdock High School
Diego Britto's USI Insurance Services Experience July 2005 - January 2008
Job Director of Finance at Kaplan University
Industry Education Management
Experience
Kaplan University January 2008 - Present
USI Insurance Services July 2005 - January 2008
JPMorgan Chase July 2002 - July 2005
First Data Merchant Services March 2001 - July 2002
JPMorgan Chase September 1996 - March 2001
Skills
Financial Analysis, Strategy, Forecasting, Leadership, Process Improvement, Financial Modeling, Budgets, Finance, Change Management, Strategic Planning, Training, Project Management, Corporate Finance, Risk Management, New Business Development, Account Management
Education
Hofstra University 1999 — 2003
MBA, Finance
SUNY College at Old Westbury 1995 — 1999
BS, Finance
Kaplan University January 2008 - Present
USI Insurance Services July 2005 - January 2008
JPMorgan Chase July 2002 - July 2005
First Data Merchant Services March 2001 - July 2002
JPMorgan Chase September 1996 - March 2001
Skills
Financial Analysis, Strategy, Forecasting, Leadership, Process Improvement, Financial Modeling, Budgets, Finance, Change Management, Strategic Planning, Training, Project Management, Corporate Finance, Risk Management, New Business Development, Account Management
Education
Hofstra University 1999 — 2003
MBA, Finance
SUNY College at Old Westbury 1995 — 1999
BS, Finance
Karen Page Karen Page's USI Insurance Services Experience August 2009 - July 2011
Job Operations and Human Resources Manager at Lee Antenna & Line Service, Inc.
Industry Telecommunications
Experience
Lee Antenna & Line Service, Inc. September 2014 - Present
Arthur J. Gallagher & Co. July 2011 - September 2014
USI Insurance Services August 2009 - July 2011
Chicago Symphony Orchestra June 2010 - June 2011
Willis June 2006 - August 2009
GCG Financial October 2001 - June 2006
Skills
Employee Benefits, Health Insurance, Marketing, Negotiation, Program Management, Project Management, Project Planning, Disability Insurance, Microsoft Excel, Insurance, Account Management, Leadership, Health Savings Accounts, Human Resources, Management
Education
Illinois Wesleyan University 1996 — 2000
B.A., Biology, Cum Laude
Denmark's International Study Program, Copenhagen, Denmark
Marine Biology
Marine Biology of the Great Barrier Reef, Queensland, Australia
Marine Biology
Lee Antenna & Line Service, Inc. September 2014 - Present
Arthur J. Gallagher & Co. July 2011 - September 2014
USI Insurance Services August 2009 - July 2011
Chicago Symphony Orchestra June 2010 - June 2011
Willis June 2006 - August 2009
GCG Financial October 2001 - June 2006
Skills
Employee Benefits, Health Insurance, Marketing, Negotiation, Program Management, Project Management, Project Planning, Disability Insurance, Microsoft Excel, Insurance, Account Management, Leadership, Health Savings Accounts, Human Resources, Management
Education
Illinois Wesleyan University 1996 — 2000
B.A., Biology, Cum Laude
Denmark's International Study Program, Copenhagen, Denmark
Marine Biology
Marine Biology of the Great Barrier Reef, Queensland, Australia
Marine Biology
Tom Vinciguerra Tom Vinciguerra's USI Insurance Services Experience July 1991 - Present
Job Senior Vice President Commercial Property/Liability Insurance Sales at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 1991 - Present
Aon July 1984 - July 1991
Skills
Professional Liability, Real Estate, Insurance, Employee Benefits, Underwriting, Employment Practices..., Risk Management, Brokers, Casualty, Property & Casualty..., Commercial Insurance, Mergers, Insurance Brokerage, Health Insurance, Liability, Claim, Workers Compensation, Disability Insurance, D&O, Commercial Lines, Legal Liability
Education
University of Miami, Miami, Florida 1982 — 1984
Master of Science in Industrial Engineering
La Salle University 1978 — 1982
B.S., Industrial Psychology
USI Insurance Services July 1991 - Present
Aon July 1984 - July 1991
Skills
Professional Liability, Real Estate, Insurance, Employee Benefits, Underwriting, Employment Practices..., Risk Management, Brokers, Casualty, Property & Casualty..., Commercial Insurance, Mergers, Insurance Brokerage, Health Insurance, Liability, Claim, Workers Compensation, Disability Insurance, D&O, Commercial Lines, Legal Liability
Education
University of Miami, Miami, Florida 1982 — 1984
Master of Science in Industrial Engineering
La Salle University 1978 — 1982
B.S., Industrial Psychology
Chuck Goldman Chuck Goldman's USI Insurance Services Experience March 1999 - April 2009
Job Partner at Genesis Risk Advisors
Industry Insurance
Experience
Genesis Risk Advisors, LLC September 2009 - Present
USI Insurance Services March 1999 - April 2009
Mass Mutual Insurance Company January 1992 - March 1999
Education
Ithaca College 1973 — 1977
BA, Political Science
School name:
Genesis Risk Advisors, LLC September 2009 - Present
USI Insurance Services March 1999 - April 2009
Mass Mutual Insurance Company January 1992 - March 1999
Education
Ithaca College 1973 — 1977
BA, Political Science
School name:
Gary Daigle, CEBS, CLU, RHU, GBA, CMS, SGS's USI Insurance Services Experience January 1997 - January 2001
Job Employee Benefits Consultant
Industry Insurance
Experience
TelaDoc Inc. June 2006 - Present
Daigle and Associates 1995 - 2010
Producers Exchange Benefit Services, Inc. January 2001 - January 2006
USI Insurance Services January 1997 - January 2001
SJA Brokerage Inc January 1976 - January 1997
Skills
Product Marketing, Employee Benefits, Insurance, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Brokers, Underwriting, Health Savings Accounts, Long-term Care, Strategic Planning, Account Management, Medicare
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Certified Employee Benefit Specialist
The American College 1982 — 1985
Registered Health Underwriter
The American College 1982 — 1985
Chartered Life Underwriter
Lamar University 1968 — 1972
BBA, Business
TelaDoc Inc. June 2006 - Present
Daigle and Associates 1995 - 2010
Producers Exchange Benefit Services, Inc. January 2001 - January 2006
USI Insurance Services January 1997 - January 2001
SJA Brokerage Inc January 1976 - January 1997
Skills
Product Marketing, Employee Benefits, Insurance, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Brokers, Underwriting, Health Savings Accounts, Long-term Care, Strategic Planning, Account Management, Medicare
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Certified Employee Benefit Specialist
The American College 1982 — 1985
Registered Health Underwriter
The American College 1982 — 1985
Chartered Life Underwriter
Lamar University 1968 — 1972
BBA, Business
Jim Karrip Jim Karrip's USI Insurance Services Experience May 2014 - Present
Job Vice President Commercial Sales Executive
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services 2000 - May 2014
East Grand Rapids High School 1997 - 2006
Watkins, Ross & Co 1998 - 2000
Skills
Insurance, New Business Development, Sales, Risk Management, Risk Assessment, Strategic Planning, Commercial Insurance, Property & Casualty..., Real Estate, Property, Workers Compensation, Liability, Casualty, Professional Liability, Finance, Entrepreneurship, Financial Risk, Claims Management, Account Management, Business Planning, Sales Management, Budgets, Project Planning, Financial Analysis, Construction Safety
Education
Hope College 1995 — 1998
Bachelor's Degree, Business Administration and Kinesiology, Cum Laude
Albion College 1994 — 1995
East Grand Rapids
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services 2000 - May 2014
East Grand Rapids High School 1997 - 2006
Watkins, Ross & Co 1998 - 2000
Skills
Insurance, New Business Development, Sales, Risk Management, Risk Assessment, Strategic Planning, Commercial Insurance, Property & Casualty..., Real Estate, Property, Workers Compensation, Liability, Casualty, Professional Liability, Finance, Entrepreneurship, Financial Risk, Claims Management, Account Management, Business Planning, Sales Management, Budgets, Project Planning, Financial Analysis, Construction Safety
Education
Hope College 1995 — 1998
Bachelor's Degree, Business Administration and Kinesiology, Cum Laude
Albion College 1994 — 1995
East Grand Rapids
Latoia Smith Latoia Smith's USI Insurance Services Experience April 2013 - Present
Job Sr. Staff Accountant
Industry Insurance
Experience
USI Insurance Services April 2013 - Present
AvalonBay Communities December 2010 - April 2013
AvalonBay Communities April 2008 - December 2010
US Army July 2000 - July 2005
Skills
Microsoft Office, PeopleSoft, Accounts Payable, Invoicing, Accounting, Macro, Customer Service, Bank Reconciliation, Journal Entries, Payroll, General Ledger, Microsoft Excel, Financial Statements, Account Reconciliation, Financial Analysis, ADP Payroll, Variance Analysis, SAP, Microsoft Word, Accruals, Accounts Receivable, Sagitta, Expenses, Insurance, Internal Controls, Balance, Balance Sheet, Lotus Notes, Data Entry, Outlook, Spreadsheets, Time Management, Monthly Close, Monthly Close Process, Pivot Tables, Auditing, Finance, Epic Systems, TAM
Education
Kaplan University 2015 — 2017
Master of Business Administration (MBA), Finance
Tidewater Community College 2008 — 2010
Associates, Business Administration
USI Insurance Services April 2013 - Present
AvalonBay Communities December 2010 - April 2013
AvalonBay Communities April 2008 - December 2010
US Army July 2000 - July 2005
Skills
Microsoft Office, PeopleSoft, Accounts Payable, Invoicing, Accounting, Macro, Customer Service, Bank Reconciliation, Journal Entries, Payroll, General Ledger, Microsoft Excel, Financial Statements, Account Reconciliation, Financial Analysis, ADP Payroll, Variance Analysis, SAP, Microsoft Word, Accruals, Accounts Receivable, Sagitta, Expenses, Insurance, Internal Controls, Balance, Balance Sheet, Lotus Notes, Data Entry, Outlook, Spreadsheets, Time Management, Monthly Close, Monthly Close Process, Pivot Tables, Auditing, Finance, Epic Systems, TAM
Education
Kaplan University 2015 — 2017
Master of Business Administration (MBA), Finance
Tidewater Community College 2008 — 2010
Associates, Business Administration
Theresa Epstein's USI Insurance Services Experience September 2014 - April 2015
Job IRM Student at University of Houston Downtown
Industry Insurance
Experience
University of Houston Downtown January 2014 - July 2015
USI Insurance Services September 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, English, Windows, Outlook, Photoshop, Public Speaking, Teaching, Strategic Planning, HTML, Budgets, Negotiation
Education
LeTourneau University 1993 — 1995
Bachelor of Applied Science (B.A.Sc.), Management
University of Houston Downtown January 2014 - July 2015
USI Insurance Services September 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, English, Windows, Outlook, Photoshop, Public Speaking, Teaching, Strategic Planning, HTML, Budgets, Negotiation
Education
LeTourneau University 1993 — 1995
Bachelor of Applied Science (B.A.Sc.), Management
Lisa Shaw, CISR, AAI's USI Insurance Services Experience 2002 - 2004
Job Commercial Account Manager
Industry Insurance
Experience
Insurance Office of America September 2015 - Present
AmTrust North America August 2014 - Present
Townley-Kenton Insurance Agency August 2013 - August 2014
American Lumber Underwriters May 2012 - August 2013
McEver & Tribble 2008 - 2010
Brown & Brown 2006 - 2008
Wells Fargo Insurance Services 2004 - 2005
USI Insurance Services 2002 - 2004
Centex Construction 2000 - 2002
NCCI 1996 - 1999
Skills
Commercial Insurance, AMS360, Applied, Sagitta, Property & Casualty..., Underwriting, Legal Liability, Commercial Lines, Casualty, Liability, Brokers, Professional Liability, Insurance, Umbrella Insurance, D&O, Workers Compensation, General Insurance, Risk Management, Inland Marine, Health Insurance, Employment Practices..., Claim, Financial Risk, Insurance Brokerage, Reinsurance, Excess, Claims Management, Customer Engagement, Responsiveness
Education
Hofstra University 1986 — 1989
BBA
University of South Carolina-Columbia 1985 — 1986
Jericho High School
Insurance Office of America September 2015 - Present
AmTrust North America August 2014 - Present
Townley-Kenton Insurance Agency August 2013 - August 2014
American Lumber Underwriters May 2012 - August 2013
McEver & Tribble 2008 - 2010
Brown & Brown 2006 - 2008
Wells Fargo Insurance Services 2004 - 2005
USI Insurance Services 2002 - 2004
Centex Construction 2000 - 2002
NCCI 1996 - 1999
Skills
Commercial Insurance, AMS360, Applied, Sagitta, Property & Casualty..., Underwriting, Legal Liability, Commercial Lines, Casualty, Liability, Brokers, Professional Liability, Insurance, Umbrella Insurance, D&O, Workers Compensation, General Insurance, Risk Management, Inland Marine, Health Insurance, Employment Practices..., Claim, Financial Risk, Insurance Brokerage, Reinsurance, Excess, Claims Management, Customer Engagement, Responsiveness
Education
Hofstra University 1986 — 1989
BBA
University of South Carolina-Columbia 1985 — 1986
Jericho High School
Rebekka Begay's USI Insurance Services Experience August 2015 - Present
Job CRM Champion at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 2015 - Present
Humana September 2010 - June 2015
Humana January 2008 - September 2010
Monterey Homes April 2007 - November 2007
Pennsylvania Life Insurance Company May 2005 - February 2007
Skills
Sales, Marketing, Management, Budgets, Medicare, Invoicing, Leadership, Project Management, Team Building, Insurance, Healthcare, Health Insurance, Employee Benefits, Customer Service, Managed Care, Strategic Planning
Education
Saint Joseph's University 2013 — 2015
Master of Science (MS), Health Administration
Grand Canyon University
Bachelor of Arts, English Literature
USI Insurance Services August 2015 - Present
Humana September 2010 - June 2015
Humana January 2008 - September 2010
Monterey Homes April 2007 - November 2007
Pennsylvania Life Insurance Company May 2005 - February 2007
Skills
Sales, Marketing, Management, Budgets, Medicare, Invoicing, Leadership, Project Management, Team Building, Insurance, Healthcare, Health Insurance, Employee Benefits, Customer Service, Managed Care, Strategic Planning
Education
Saint Joseph's University 2013 — 2015
Master of Science (MS), Health Administration
Grand Canyon University
Bachelor of Arts, English Literature
Bryan Putney Bryan Putney's USI Insurance Services Experience August 2014 - February 2015
Job Account Executive, Delta Dental of Massachusetts
Industry Insurance
Experience
Delta Dental of Massachusetts February 2015 - Present
USI Insurance Services August 2014 - February 2015
Assurant Employee Benefits April 2011 - August 2014
Commonwealth Financial Network July 2009 - April 2011
Skills
Disability Insurance, Life Insurance, Insurance, Employee Benefits, Term Life Insurance, Benefits Administration, Account Management, Sales, Customer Service, Microsoft Excel, Underwriting, Health Insurance, Health Savings Accounts, Brokers, Long-term Care
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
Finance & Operations Management, Finance
Delta Dental of Massachusetts February 2015 - Present
USI Insurance Services August 2014 - February 2015
Assurant Employee Benefits April 2011 - August 2014
Commonwealth Financial Network July 2009 - April 2011
Skills
Disability Insurance, Life Insurance, Insurance, Employee Benefits, Term Life Insurance, Benefits Administration, Account Management, Sales, Customer Service, Microsoft Excel, Underwriting, Health Insurance, Health Savings Accounts, Brokers, Long-term Care
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
Finance & Operations Management, Finance
Rhianna (Anna) St. Germain's USI Insurance Services Experience June 2007 - June 2015
Job RepublicBankAz, N.A.
Industry Banking
Experience
RepublicBankAz,N.A. June 2015 - Present
USI Insurance Services June 2007 - June 2015
Automatic Gate Systems, Inc. March 2005 - October 2006
Dillard’s Arrowhead Towne Center October 2002 - March 2005
Skills
Insurance, Customer Service, Microsoft Office, Leadership, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources, Project Management, Accounting, Sales Management, Data Integrity, Operations Management, Operational Planning, Contract Management, Office Management, Finance, Budgeting, Process Improvement, Process Management, Process Implementation, Sales Process..., Sales Process..., Workers Compensation
Education
Grand Canyon University 2013 — 2017
Bachelor's Degree, Business Administration and Management, General, 3.81
Agua Fria High School
High School, General Studies
RepublicBankAz,N.A. June 2015 - Present
USI Insurance Services June 2007 - June 2015
Automatic Gate Systems, Inc. March 2005 - October 2006
Dillard’s Arrowhead Towne Center October 2002 - March 2005
Skills
Insurance, Customer Service, Microsoft Office, Leadership, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources, Project Management, Accounting, Sales Management, Data Integrity, Operations Management, Operational Planning, Contract Management, Office Management, Finance, Budgeting, Process Improvement, Process Management, Process Implementation, Sales Process..., Sales Process..., Workers Compensation
Education
Grand Canyon University 2013 — 2017
Bachelor's Degree, Business Administration and Management, General, 3.81
Agua Fria High School
High School, General Studies
Erin Cotrone Barriere's USI Insurance Services Experience October 2013 - August 2015
Job Vice President of Human Resources @ Goji
Industry Insurance
Experience
Goji August 2015 - Present
USI Insurance Services October 2013 - August 2015
Marsh; Marsh & McLennan Companies, Inc. 2012 - 2013
Mercer; Marsh & McLennan Companies, Inc. 2010 - 2012
Monster 1999 - 2010
Vishay Electro-Films 1996 - 1999
Skills
Talent Management, Talent Acquisition, Human Resources, Employee Relations, Performance Management, Succession Planning, Deferred Compensation, Staff Retention, Recruiting, Compensation & Benefit, Organizational Design, Executive Coaching, Outsourcing, HR Consulting, Mergers, Restructuring, Project Management, Leadership, Team Building, Career Development, Strategy, Strategic HR, Management, Process Improvement, Organizational..., Applicant Tracking..., Interviews, Executive Pay, Onboarding, Employer Branding, HRIS, Career Management, Acquisition Integration, Mergers & Acquisitions, Employee Engagement, Strategic Planning, College Recruiting, Organizational..., Compensation, Talent Selection, Recruitment Advertising, Technical Recruiting, Internet Recruiting, Sourcing, Talent A, Global Talent..., Talent Analytics, HR Transformation, Executive Search, Producer Hiring
Education
Johnson and Wales University
Bachelor's degree
Goji August 2015 - Present
USI Insurance Services October 2013 - August 2015
Marsh; Marsh & McLennan Companies, Inc. 2012 - 2013
Mercer; Marsh & McLennan Companies, Inc. 2010 - 2012
Monster 1999 - 2010
Vishay Electro-Films 1996 - 1999
Skills
Talent Management, Talent Acquisition, Human Resources, Employee Relations, Performance Management, Succession Planning, Deferred Compensation, Staff Retention, Recruiting, Compensation & Benefit, Organizational Design, Executive Coaching, Outsourcing, HR Consulting, Mergers, Restructuring, Project Management, Leadership, Team Building, Career Development, Strategy, Strategic HR, Management, Process Improvement, Organizational..., Applicant Tracking..., Interviews, Executive Pay, Onboarding, Employer Branding, HRIS, Career Management, Acquisition Integration, Mergers & Acquisitions, Employee Engagement, Strategic Planning, College Recruiting, Organizational..., Compensation, Talent Selection, Recruitment Advertising, Technical Recruiting, Internet Recruiting, Sourcing, Talent A, Global Talent..., Talent Analytics, HR Transformation, Executive Search, Producer Hiring
Education
Johnson and Wales University
Bachelor's degree
Amanda Theriot's USI Insurance Services Experience December 2013 - Present
Job Assistant Account Manager
Industry Insurance
Experience
USI Insurance Services December 2013 - Present
Law Office of Michael Scurto November 2012 - April 2014
Bordelon Marine June 2013 - December 2013
Skills
Insurance, Customer Service, Property, Commercial Insurance, Microsoft Office, Workers Compensation
Education
Nicholls State University 2009 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
L E Fletcher Technical Community College 2006 — 2008
USI Insurance Services December 2013 - Present
Law Office of Michael Scurto November 2012 - April 2014
Bordelon Marine June 2013 - December 2013
Skills
Insurance, Customer Service, Property, Commercial Insurance, Microsoft Office, Workers Compensation
Education
Nicholls State University 2009 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
L E Fletcher Technical Community College 2006 — 2008
Lois Busch's USI Insurance Services Experience 1989 - 2015
Job Experienced Administrative Professional/Accounting/Insurance
Industry Insurance
Experience
USI Insurance Services 1989 - 2015
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Accounts Payable, Verbal and Written..., Accounts Receivable, Cash Receipts, Organization Skills, Insurance, Detail, Licensing, Claim, Corporate and Agent..., Administrative..., Life, Accident & Health..., Property & Casualty..., Employee Benefits, Property & Casualty..., Customer Service, Commercial Insurance, Strategic Planning, Accounting, Sales, Workers Compensation, Underwriting
Education
Indiana University - Fort Wayne, IN
Associate's Degree, Accounting
USI Insurance Services 1989 - 2015
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Accounts Payable, Verbal and Written..., Accounts Receivable, Cash Receipts, Organization Skills, Insurance, Detail, Licensing, Claim, Corporate and Agent..., Administrative..., Life, Accident & Health..., Property & Casualty..., Employee Benefits, Property & Casualty..., Customer Service, Commercial Insurance, Strategic Planning, Accounting, Sales, Workers Compensation, Underwriting
Education
Indiana University - Fort Wayne, IN
Associate's Degree, Accounting
Larry Zutz Larry Zutz's USI Insurance Services Experience June 1975 - Present
Job Managing Partner at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 1975 - Present
USAR August 1968 - August 1975
Bayard Brill & Handleman April 1973 - June 1975
PGA March 1971 - December 1973
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Professional Liability, Risk Management, Brokers, Strategic Planning, Leadership, Legal Liability, Liability, Umbrella Insurance, Corporate Governance, Team Building, Casualty, Mergers & Acquisitions, Financial Risk, New Business Development, Business Strategy, Organizational..., Investments
Education
Yale Law School 1968 — 1971
JD
Indiana University Bloomington 1964 — 1968
Bachelor of Arts (AB)
USI Insurance Services June 1975 - Present
USAR August 1968 - August 1975
Bayard Brill & Handleman April 1973 - June 1975
PGA March 1971 - December 1973
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Professional Liability, Risk Management, Brokers, Strategic Planning, Leadership, Legal Liability, Liability, Umbrella Insurance, Corporate Governance, Team Building, Casualty, Mergers & Acquisitions, Financial Risk, New Business Development, Business Strategy, Organizational..., Investments
Education
Yale Law School 1968 — 1971
JD
Indiana University Bloomington 1964 — 1968
Bachelor of Arts (AB)
Stephen J. Amodio's USI Insurance Services Experience August 2014 - Present
Job Employee Benefits Consultant
Industry Insurance
Experience
USI Insurance Services August 2014 - Present
TriNet September 2013 - July 2014
TEMSCO Energy Management March 2009 - August 2013
ADP March 2003 - February 2009
Williams Scotsman December 2000 - February 2003
Hall Kinion April 2000 - November 2000
Bally Total Fitness January 1995 - March 2000
Skills
Marketing Strategy, Sales, Sales Process, Salesforce.com, Customer Service, Sales Management, Strategic Planning, Cold Calling, Account Management, Team Building, Selling, New Business Development, Sales Operations, CRM, Sales Presentations, Contract Negotiation, Direct Sales, Marketing, Strategy, Management, Outsourcing, Recruiting, Employee Benefits, SaaS, Human Resources, Consulting
Education
Lone Star College System 2001 — 2008
USI Insurance Services August 2014 - Present
TriNet September 2013 - July 2014
TEMSCO Energy Management March 2009 - August 2013
ADP March 2003 - February 2009
Williams Scotsman December 2000 - February 2003
Hall Kinion April 2000 - November 2000
Bally Total Fitness January 1995 - March 2000
Skills
Marketing Strategy, Sales, Sales Process, Salesforce.com, Customer Service, Sales Management, Strategic Planning, Cold Calling, Account Management, Team Building, Selling, New Business Development, Sales Operations, CRM, Sales Presentations, Contract Negotiation, Direct Sales, Marketing, Strategy, Management, Outsourcing, Recruiting, Employee Benefits, SaaS, Human Resources, Consulting
Education
Lone Star College System 2001 — 2008
Linda Ivanovic, B.A.B.A./Finance's USI Insurance Services Experience August 2013 - Present
Job Associate Account Manager
Industry Insurance
Experience
USI Insurance Services August 2013 - Present
BBIMI December 2011 - July 2013
State Farm Insurance September 2006 - December 2011
Skills
Microsoft Office, Insurance, Finance, Commercial Insurance, Licensed 440, Casualty, Commercial Lines, Customer Service, General Insurance, Health Insurance, Homeowners, Legal Liability, Liability, Life Insurance, Marketing, Professional Liability, Property, Renters, Risk Management, Sales, Umbrella Insurance, Underwriting, Workers Compensation
Education
Hilda Tucker Insurance School 2015 — 2015
2-20 General Lines Agent, Insurance
Keiser University-Ft Lauderdale 2009 — 2012
BA, Business Administraion/Finance
USI Insurance Services August 2013 - Present
BBIMI December 2011 - July 2013
State Farm Insurance September 2006 - December 2011
Skills
Microsoft Office, Insurance, Finance, Commercial Insurance, Licensed 440, Casualty, Commercial Lines, Customer Service, General Insurance, Health Insurance, Homeowners, Legal Liability, Liability, Life Insurance, Marketing, Professional Liability, Property, Renters, Risk Management, Sales, Umbrella Insurance, Underwriting, Workers Compensation
Education
Hilda Tucker Insurance School 2015 — 2015
2-20 General Lines Agent, Insurance
Keiser University-Ft Lauderdale 2009 — 2012
BA, Business Administraion/Finance
John (Jack) McStravock John (Jack) McStravock's USI Insurance Services Experience 2009 - July 2015
Job
Industry Insurance
Experience
HUB International July 2015 - Present
USI Insurance Services 2009 - July 2015
Kollsman 2002 - 2008
Iris Graphics, Inc., formerly a Scitex America Company and CREO Company, All now Kodak 1999 - 2002
Devine Millimet & Branch 1996 - 1999
Lockheed Martin Company, now BAE Systems 1987 - 1996
Skills
Employee Benefits, Employee Relations, Employment Law, Mergers & Acquisitions, Risk Management, Leadership, Insurance, Policy, Health Insurance, Workers Compensation, COBRA, Compliance, Strategic Planning, Recruiting, Strategy, Training, Management, ERISA, Executive Pay, Mergers, Organizational..., Change Management, Leadership Development, Coaching, Management Consulting, Interviews, Performance Management, Process Improvement, Employee Engagement, Vendor Management, HR Consulting, Deferred Compensation, Employee Training, FMLA, Legal Compliance, Executive Management, PPACA
Education
Massachusetts School of Law 1989 — 1993
Juris Doctorate, Business and Corporate Law
Lesley University 1983 — 1989
MS-Management, Organizational Development
La Salle University 1977 — 1981
BSBA, Personnel & Labor Relations
HUB International July 2015 - Present
USI Insurance Services 2009 - July 2015
Kollsman 2002 - 2008
Iris Graphics, Inc., formerly a Scitex America Company and CREO Company, All now Kodak 1999 - 2002
Devine Millimet & Branch 1996 - 1999
Lockheed Martin Company, now BAE Systems 1987 - 1996
Skills
Employee Benefits, Employee Relations, Employment Law, Mergers & Acquisitions, Risk Management, Leadership, Insurance, Policy, Health Insurance, Workers Compensation, COBRA, Compliance, Strategic Planning, Recruiting, Strategy, Training, Management, ERISA, Executive Pay, Mergers, Organizational..., Change Management, Leadership Development, Coaching, Management Consulting, Interviews, Performance Management, Process Improvement, Employee Engagement, Vendor Management, HR Consulting, Deferred Compensation, Employee Training, FMLA, Legal Compliance, Executive Management, PPACA
Education
Massachusetts School of Law 1989 — 1993
Juris Doctorate, Business and Corporate Law
Lesley University 1983 — 1989
MS-Management, Organizational Development
La Salle University 1977 — 1981
BSBA, Personnel & Labor Relations
Cindy Churchwell Cindy Churchwell's USI Insurance Services Experience February 2013 - April 2014
Job Select Account Manager
Industry Insurance
Experience
Bowen, Miclette & Britt April 2014 - Present
USI Insurance Services February 2013 - April 2014
Bowen, Miclette & Britt Insurance Agency, LLC November 2006 - November 2012
Insurance Alliance May 1995 - November 2012
Skills
General Insurance, Liability, Insurance, Property & Casualty..., Commercial Insurance, Employee Benefits, Customer Service, Risk Management
Education
Houston Community College 1988 — 2000
None, Business/Commerce, General, Freshman
Sam Houston High School
High School Diploma, 12th
Bowen, Miclette & Britt April 2014 - Present
USI Insurance Services February 2013 - April 2014
Bowen, Miclette & Britt Insurance Agency, LLC November 2006 - November 2012
Insurance Alliance May 1995 - November 2012
Skills
General Insurance, Liability, Insurance, Property & Casualty..., Commercial Insurance, Employee Benefits, Customer Service, Risk Management
Education
Houston Community College 1988 — 2000
None, Business/Commerce, General, Freshman
Sam Houston High School
High School Diploma, 12th
Deb Kreighbaum's USI Insurance Services Experience October 1992 - Present
Job Insurance Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services October 1992 - Present
Skills
Property & Casualty..., Legal Liability, Insurance, Professional Liability, Commercial Lines
Education
Indiana University South Bend 1990 — 1994
USI Insurance Services October 1992 - Present
Skills
Property & Casualty..., Legal Liability, Insurance, Professional Liability, Commercial Lines
Education
Indiana University South Bend 1990 — 1994
Byron Jolly's USI Insurance Services Experience September 2010 - Present
Job Producer at USI
Industry Insurance
Experience
USI Insurance Services September 2010 - Present
Bw Insurance Agency Inc February 2001 - September 2010
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, General Insurance, Liability, Workers Compensation, Underwriting, Umbrella Insurance, Insurance, Brokers, Casualty, Casualty Insurance, Customer Service, Legal Liability
Education
Indiana State University 1982 — 1984
Bachelor of Science (BS), Finance
Indiana University Bloomington 1975 — 1980
Bachelor of Arts (BA), Psychology
USI Insurance Services September 2010 - Present
Bw Insurance Agency Inc February 2001 - September 2010
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, General Insurance, Liability, Workers Compensation, Underwriting, Umbrella Insurance, Insurance, Brokers, Casualty, Casualty Insurance, Customer Service, Legal Liability
Education
Indiana State University 1982 — 1984
Bachelor of Science (BS), Finance
Indiana University Bloomington 1975 — 1980
Bachelor of Arts (BA), Psychology
Lynda Moreland Lynda Moreland's USI Insurance Services Experience February 2004 - March 2007
Job Systems Analyst at Arthur J. Gallagher & Co.
Industry Insurance
Experience
All Star Properties 2000 - Present
Arthur J. Gallagher & Co. June 2012 - July 2015
Arthur J. Gallagher & Co. March 2007 - June 2012
USI Insurance Services February 2004 - March 2007
Johnson Control 1994 - 2000
Skills
Accounting, Microsoft Office, Tax Accounting, Executive Office..., Administrative..., Sarbanes-Oxley Act, Databases, Software Quality..., Property & Casualty..., Insurance, Underwriting, Customer Service, Sales, Management, Risk Management, General Insurance, Process Improvement, Commercial Insurance, Account Management, Real Estate, insurance carrier...
Education
Champions School of Real Estate 2002 — 2015
Real Estate License, Residential Real Estate License
Lone Star College 1987 — 2013
Not completed, Associates Degree
New Caney High School
Diploma
All Star Properties 2000 - Present
Arthur J. Gallagher & Co. June 2012 - July 2015
Arthur J. Gallagher & Co. March 2007 - June 2012
USI Insurance Services February 2004 - March 2007
Johnson Control 1994 - 2000
Skills
Accounting, Microsoft Office, Tax Accounting, Executive Office..., Administrative..., Sarbanes-Oxley Act, Databases, Software Quality..., Property & Casualty..., Insurance, Underwriting, Customer Service, Sales, Management, Risk Management, General Insurance, Process Improvement, Commercial Insurance, Account Management, Real Estate, insurance carrier...
Education
Champions School of Real Estate 2002 — 2015
Real Estate License, Residential Real Estate License
Lone Star College 1987 — 2013
Not completed, Associates Degree
New Caney High School
Diploma
Terry L. Burston Terry L. Burston's USI Insurance Services Experience June 2012 - Present
Job Vice President, Assistant General Counsel, and Chief Compliance Officer at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2012 - Present
Willis North America Inc. January 2010 - June 2012
Willis North America Inc. January 2008 - January 2010
Willis North America Inc. July 2006 - January 2008
Willis North America Inc. September 2005 - July 2006
Hunton & Williams LLP September 2004 - September 2005
King & Spalding LLP August 2002 - September 2004
Skills
PUBLIC COMPANY..., INVESTIGATIONS •..., SARBANES-OXLEY•..., Insurance, Corporate Governance, Litigation, Corporate Law, Finance, Financial Risk, Training, Financial Services, Leadership, Mergers & Acquisitions, Commercial Litigation, Policy, Property & Casualty..., Legal Research, Employee Benefits, Licensing, Litigation Management, Executive Management, Program Management, Appeals
Education
Howard University School of Law 1999 — 2002
J.D., Law
The University of Georgia 1995 — 1999
B.A., Communications
USI Insurance Services June 2012 - Present
Willis North America Inc. January 2010 - June 2012
Willis North America Inc. January 2008 - January 2010
Willis North America Inc. July 2006 - January 2008
Willis North America Inc. September 2005 - July 2006
Hunton & Williams LLP September 2004 - September 2005
King & Spalding LLP August 2002 - September 2004
Skills
PUBLIC COMPANY..., INVESTIGATIONS •..., SARBANES-OXLEY•..., Insurance, Corporate Governance, Litigation, Corporate Law, Finance, Financial Risk, Training, Financial Services, Leadership, Mergers & Acquisitions, Commercial Litigation, Policy, Property & Casualty..., Legal Research, Employee Benefits, Licensing, Litigation Management, Executive Management, Program Management, Appeals
Education
Howard University School of Law 1999 — 2002
J.D., Law
The University of Georgia 1995 — 1999
B.A., Communications
Laura Alamo's USI Insurance Services Experience July 2007 - April 2011
Job Founder & President of Strategic Brokerage & Consulting LLC
Industry Insurance
Experience
Strategic Brokerage & Consulting LLC December 2014 - Present
Arthur J. Gallagher & Co. May 2013 - November 2014
Wells Fargo April 2011 - May 2013
USI Insurance Services July 2007 - April 2011
Arthur J. Gallagher & Co. January 2000 - July 2007
MetLife October 1998 - January 2000
UnitedHealth Group October 1995 - October 1998
Skills
Employee Benefits Broker, Health & Welfare..., Founder & President of..., SME - Product, SME - Funding Mechanisms, SME - Underwriting, SME - Administration, SME - Employee Benefits..., SME - Wellness...
Education
Iona College
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Strategic Brokerage & Consulting LLC December 2014 - Present
Arthur J. Gallagher & Co. May 2013 - November 2014
Wells Fargo April 2011 - May 2013
USI Insurance Services July 2007 - April 2011
Arthur J. Gallagher & Co. January 2000 - July 2007
MetLife October 1998 - January 2000
UnitedHealth Group October 1995 - October 1998
Skills
Employee Benefits Broker, Health & Welfare..., Founder & President of..., SME - Product, SME - Funding Mechanisms, SME - Underwriting, SME - Administration, SME - Employee Benefits..., SME - Wellness...
Education
Iona College
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Joelle Ferraiuolo Joelle Ferraiuolo's USI Insurance Services Experience November 2014 - Present
Job Personal Risk Specialist at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2014 - Present
HUB International June 2011 - October 2014
MetLife September 1999 - June 2011
Skills
Insurance, Brokers, Property & Casualty..., General Insurance, Liability, Sales, Customer Service, Underwriting, Umbrella Insurance, Account Management, Risk Management, Program Management, VIP Services, Problem Solving, Personal Lines Auto, Casualty, Incentive Programs, Personal Injury, Time Management, Consulting, Customer Retention, Leadership, Casualty Insurance
Education
Johnson and Wales University 1995 — 1999
BS, Marketing
North Providence High School
USI Insurance Services November 2014 - Present
HUB International June 2011 - October 2014
MetLife September 1999 - June 2011
Skills
Insurance, Brokers, Property & Casualty..., General Insurance, Liability, Sales, Customer Service, Underwriting, Umbrella Insurance, Account Management, Risk Management, Program Management, VIP Services, Problem Solving, Personal Lines Auto, Casualty, Incentive Programs, Personal Injury, Time Management, Consulting, Customer Retention, Leadership, Casualty Insurance
Education
Johnson and Wales University 1995 — 1999
BS, Marketing
North Providence High School
Alice Hoffman Alice Hoffman's USI Insurance Services Experience August 2001 - December 2010
Job National Account Manager at Sitzmann Morris & Lavis Insurance Agency
Industry Insurance
Experience
Sitzmann Morris & Lavis Insurance Agency August 2012 - Present
CCI Financial and Insurance Solutions January 2011 - August 2012
CCI Financial & Insurance Services 2011 - 2011
USI Insurance Services August 2001 - December 2010
Skills
Health Savings Accounts, Insurance, Health Insurance, Brokers, Group Medical, Employee Wellness..., Benefits Administration, COBRA, Claim, Employee Benefits, Health Care Reform, Life Insurance
Education
Heald College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Sitzmann Morris & Lavis Insurance Agency August 2012 - Present
CCI Financial and Insurance Solutions January 2011 - August 2012
CCI Financial & Insurance Services 2011 - 2011
USI Insurance Services August 2001 - December 2010
Skills
Health Savings Accounts, Insurance, Health Insurance, Brokers, Group Medical, Employee Wellness..., Benefits Administration, COBRA, Claim, Employee Benefits, Health Care Reform, Life Insurance
Education
Heald College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Wes Prince Wes Prince's USI Insurance Services Experience January 2015 - Present
Job VP Benefit Consultant | 20 years carrier experience Email: Wes.Prince@usi.biz
Industry Insurance
Experience
USI Insurance Services January 2015 - Present
United Healthcare 2005 - December 2014
Humana 2003 - 2005
AvMed Health Plans 2001 - 2003
HIP 1998 - 2001
Discover Publication 1996 - 1998
MAMSI 1994 - 1995
John Hancock Life Insurance Company (U.S.A.) 1991 - 1994
Skills
Employee Benefits, Medicine, Dentistry, Disability Insurance, Health Insurance, Health Savings Accounts, Medicare, Insurance, Long-term Care, Benefits Administration, Account Management, HIPAA, HMO, Self-funded, COBRA, Life Insurance, Medicaid, Brokers, Group Medical, Underwriting, Managed Care, Healthcare, Term Life Insurance, General Insurance, Group Insurance, PPO, Health Policy, Health Care Reform
Education
James Madison University
Bachelor of Business Administration (B.B.A.), Marketing
USI Insurance Services January 2015 - Present
United Healthcare 2005 - December 2014
Humana 2003 - 2005
AvMed Health Plans 2001 - 2003
HIP 1998 - 2001
Discover Publication 1996 - 1998
MAMSI 1994 - 1995
John Hancock Life Insurance Company (U.S.A.) 1991 - 1994
Skills
Employee Benefits, Medicine, Dentistry, Disability Insurance, Health Insurance, Health Savings Accounts, Medicare, Insurance, Long-term Care, Benefits Administration, Account Management, HIPAA, HMO, Self-funded, COBRA, Life Insurance, Medicaid, Brokers, Group Medical, Underwriting, Managed Care, Healthcare, Term Life Insurance, General Insurance, Group Insurance, PPO, Health Policy, Health Care Reform
Education
James Madison University
Bachelor of Business Administration (B.B.A.), Marketing
Deanna Caudill Deanna Caudill's USI Insurance Services Experience April 2006 - October 2012
Job Application Specialist Conversion/Integrations BenefitPoint at HUB International
Industry Insurance
Experience
HUB International March 2015 - Present
Gallagher Benefit Services November 2012 - March 2015
USI Insurance Services April 2006 - October 2012
Skills
Account Management, Benefits Administration, Business Analysis, Customer Service, Employee Benefits, Health Insurance, Insurance, Property, Salesforce.com, Training, Team Building, Vendor Management, Leadership
Education
Brandeis University 2012 — 2013
Master of Science (MS), Project and Program Management
Lake Erie College 2002 — 2006
Bachelor of Fine Arts (B.F.A.), Stage Managment - Theatre
HUB International March 2015 - Present
Gallagher Benefit Services November 2012 - March 2015
USI Insurance Services April 2006 - October 2012
Skills
Account Management, Benefits Administration, Business Analysis, Customer Service, Employee Benefits, Health Insurance, Insurance, Property, Salesforce.com, Training, Team Building, Vendor Management, Leadership
Education
Brandeis University 2012 — 2013
Master of Science (MS), Project and Program Management
Lake Erie College 2002 — 2006
Bachelor of Fine Arts (B.F.A.), Stage Managment - Theatre
Kristin (Kristin Brigandi) Matika Kristin (Kristin Brigandi) Matika's USI Insurance Services Experience October 2012 - May 2013
Job LH Brenner Insurance
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. May 2013 - Present
LH Brenner 2015 - 2015
USI Insurance Services October 2012 - May 2013
TD Insurance October 2009 - October 2012
TD Insurance, Inc June 2007 - October 2009
Abbate Insurance Associates October 2003 - June 2007
Skills
Insurance, Underwriting, Change Management, Coaching, Customer Service, Team Leadership, Analysis, Customer Retention, Risk Management, Microsoft Office, Outlook, Strategic Planning, Time Management, Management, Leadership, Financial Analysis, Marketing, Program Management, Team Building, Account Management, Process Improvement
Education
Keene State College 1987 — 1991
BA, Psychology
Marsh & McLennan Companies, Inc. May 2013 - Present
LH Brenner 2015 - 2015
USI Insurance Services October 2012 - May 2013
TD Insurance October 2009 - October 2012
TD Insurance, Inc June 2007 - October 2009
Abbate Insurance Associates October 2003 - June 2007
Skills
Insurance, Underwriting, Change Management, Coaching, Customer Service, Team Leadership, Analysis, Customer Retention, Risk Management, Microsoft Office, Outlook, Strategic Planning, Time Management, Management, Leadership, Financial Analysis, Marketing, Program Management, Team Building, Account Management, Process Improvement
Education
Keene State College 1987 — 1991
BA, Psychology
Brandon Cumba Brandon Cumba's USI Insurance Services Experience May 2007 - August 2007
Job Paraplanner at KPLL Private Wealth
Industry Financial Services
Experience
KPLL Private Wealth May 2014 - Present
Trent Capital Management October 2012 - May 2014
US Bank August 2009 - October 2012
Ouachita Baptist University June 2008 - July 2009
USI Insurance Services May 2007 - August 2007
Ouachita Baptist University August 2005 - May 2007
Lone Star Fitness Center April 2001 - August 2006
Skills
Banking, Sales, Portfolio Management, Finance, Customer Service, Loans, Marketing, Investments, Microsoft Excel, Management, Wealth Management, Strategic Financial..., Credit, Estate Planning, Public Speaking, Team Building, Insurance, Analysis, CRM, Cash Management, Financial Analysis, Microsoft Office, Underwriting, Training, Small Business, Risk Management, Mutual Funds, Business Development, Retail Banking, Credit Analysis, Budgets, Event Planning, Fundraising, Sales Operations, Accounting, Commercial Lending, Retirement Planning, Commercial Insurance, PowerPoint, Microsoft Word, Investment Strategies
Education
Henderson State University 2008 — 2009
Master of Business Administration (M.B.A.)
Ouachita Baptist University 2004 — 2008
Bachelor of Arts (B.A.)
Ennis High School 2000 — 2004
High School Diploma, General Studies
KPLL Private Wealth May 2014 - Present
Trent Capital Management October 2012 - May 2014
US Bank August 2009 - October 2012
Ouachita Baptist University June 2008 - July 2009
USI Insurance Services May 2007 - August 2007
Ouachita Baptist University August 2005 - May 2007
Lone Star Fitness Center April 2001 - August 2006
Skills
Banking, Sales, Portfolio Management, Finance, Customer Service, Loans, Marketing, Investments, Microsoft Excel, Management, Wealth Management, Strategic Financial..., Credit, Estate Planning, Public Speaking, Team Building, Insurance, Analysis, CRM, Cash Management, Financial Analysis, Microsoft Office, Underwriting, Training, Small Business, Risk Management, Mutual Funds, Business Development, Retail Banking, Credit Analysis, Budgets, Event Planning, Fundraising, Sales Operations, Accounting, Commercial Lending, Retirement Planning, Commercial Insurance, PowerPoint, Microsoft Word, Investment Strategies
Education
Henderson State University 2008 — 2009
Master of Business Administration (M.B.A.)
Ouachita Baptist University 2004 — 2008
Bachelor of Arts (B.A.)
Ennis High School 2000 — 2004
High School Diploma, General Studies
Edward Arens's USI Insurance Services Experience January 1999 - September 2006
Job Owner, Technical Assurance, LLC
Industry Insurance
Experience
Technical Assurance, LLC September 2006 - Present
USI Insurance Services January 1999 - September 2006
Lockton Companies January 1986 - January 1999
Fireman's Fund Insurance Company January 1985 - January 1986
USF&G January 1981 - January 1985
Skills
Surety, Surety Bonds, Underwriting, Indiana Universary, Insurance, Commercial Insurance
Education
Indiana University - Kelley School of Business 1977 — 1981
Bachelor's degree, Finance
Technical Assurance, LLC September 2006 - Present
USI Insurance Services January 1999 - September 2006
Lockton Companies January 1986 - January 1999
Fireman's Fund Insurance Company January 1985 - January 1986
USF&G January 1981 - January 1985
Skills
Surety, Surety Bonds, Underwriting, Indiana Universary, Insurance, Commercial Insurance
Education
Indiana University - Kelley School of Business 1977 — 1981
Bachelor's degree, Finance
Nicholas M. Slahta's USI Insurance Services Experience March 2010 - June 2012
Job Client Advocate | Employee Benefits Consultant | Healthcare Reform Specialist | Wellness Specialist
Industry Insurance
Experience
Willis May 2014 - Present
Humana June 2012 - May 2014
USI Insurance Services March 2010 - June 2012
Progressive Insurance October 2003 - September 2009
US Army April 1992 - June 1996
Skills
Advisory, Consultancy, Employee Benefits, Insurance, Health Insurance, Employee Engagement, Healthcare, Long Term Care, Benefits, Dental, Consultative Selling, Brokers, Disability Insurance, New Business Development, Negotiation, Problem Solving, Sales, Marketing, Selling, Customer Retention, Life Insurance, General Insurance, Strategy, Coaching, Dentistry, Leadership, Critical Illness, Cold Calling, Whole Life, Consulting, Claim, Claims Management, Financial Advisory, Group Insurance, Health Care Reform, Long-term Care, Recruiting, Sales Presentations, Universal Life, Customer Service, Strategic Planning, Training, Team Building, Account Management
Education
Saint Leo University 2008 — 2010
Masters, Business Administration
Indiana Wesleyan University 2001 — 2003
Bachelor of Arts, Business Administration
Sullivan University 1997 — 1999
Associates, Business Management
Willis May 2014 - Present
Humana June 2012 - May 2014
USI Insurance Services March 2010 - June 2012
Progressive Insurance October 2003 - September 2009
US Army April 1992 - June 1996
Skills
Advisory, Consultancy, Employee Benefits, Insurance, Health Insurance, Employee Engagement, Healthcare, Long Term Care, Benefits, Dental, Consultative Selling, Brokers, Disability Insurance, New Business Development, Negotiation, Problem Solving, Sales, Marketing, Selling, Customer Retention, Life Insurance, General Insurance, Strategy, Coaching, Dentistry, Leadership, Critical Illness, Cold Calling, Whole Life, Consulting, Claim, Claims Management, Financial Advisory, Group Insurance, Health Care Reform, Long-term Care, Recruiting, Sales Presentations, Universal Life, Customer Service, Strategic Planning, Training, Team Building, Account Management
Education
Saint Leo University 2008 — 2010
Masters, Business Administration
Indiana Wesleyan University 2001 — 2003
Bachelor of Arts, Business Administration
Sullivan University 1997 — 1999
Associates, Business Management
Matthew Arnold's USI Insurance Services Experience July 2015 - Present
Job Vice President, Employee Benefits at USI Insurance
Industry Insurance
Experience
USI Insurance Services July 2015 - Present
Fresh Fuel LLC August 2013 - July 2015
Huntington Insurance January 2014 - June 2015
Apex Benefits Group March 2009 - August 2013
Mercer Health & Benefits July 2002 - August 2007
Aetna 1994 - 2002
Skills
Employee Benefits, Benefits, Health, Long Term Care, Health Insurance, Disability Insurance, Plan Design, Group Benefits, Insurance, Worksite, Data Analysis, Long-term Care, Account Management, Business Planning, Underwriting, Management, Leadership, CRM, Health Savings Accounts, Sales, Health Care Reform, Healthcare, Employee Wellness..., Brokers, Human Resources, Life Insurance, Critical Illness, Term Life Insurance, Workers Compensation, COBRA, Retirement, Benefits Administration, Employee Wellness, Strategy, Group Insurance, Accident, Managed Care, Reinsurance
Education
Indiana University Bloomington 1988 — 1991
Bachelor of Arts
Indiana University Kokomo 1986 — 1987
Kokomo High School 1982 — 1986
College Prepatory
USI Insurance Services July 2015 - Present
Fresh Fuel LLC August 2013 - July 2015
Huntington Insurance January 2014 - June 2015
Apex Benefits Group March 2009 - August 2013
Mercer Health & Benefits July 2002 - August 2007
Aetna 1994 - 2002
Skills
Employee Benefits, Benefits, Health, Long Term Care, Health Insurance, Disability Insurance, Plan Design, Group Benefits, Insurance, Worksite, Data Analysis, Long-term Care, Account Management, Business Planning, Underwriting, Management, Leadership, CRM, Health Savings Accounts, Sales, Health Care Reform, Healthcare, Employee Wellness..., Brokers, Human Resources, Life Insurance, Critical Illness, Term Life Insurance, Workers Compensation, COBRA, Retirement, Benefits Administration, Employee Wellness, Strategy, Group Insurance, Accident, Managed Care, Reinsurance
Education
Indiana University Bloomington 1988 — 1991
Bachelor of Arts
Indiana University Kokomo 1986 — 1987
Kokomo High School 1982 — 1986
College Prepatory
Jeff Gullickson Jeff Gullickson's USI Insurance Services Experience 2003 - Present
Job Western Growers Insurance Services
Industry Insurance
Experience
USI Insurance Services 2003 - Present
Skills
Brokers, Underwriting, Insurance, Property & Casualty..., Employee Benefits, Casualty, Commercial Insurance, Professional Liability, D&O, Workers Compensation, Liability, Employment Practices..., Legal Liability, Umbrella Insurance
Education
Gonzaga University
MBA
Washington State University
BS
USI Insurance Services 2003 - Present
Skills
Brokers, Underwriting, Insurance, Property & Casualty..., Employee Benefits, Casualty, Commercial Insurance, Professional Liability, D&O, Workers Compensation, Liability, Employment Practices..., Legal Liability, Umbrella Insurance
Education
Gonzaga University
MBA
Washington State University
BS
Christopher Wank's USI Insurance Services Experience October 2013 - May 2014
Job Comparative Rating Analyst II at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance June 2014 - Present
USI Insurance Services October 2013 - May 2014
Parker Hannifin June 2013 - October 2013
Parker Hannifin May 2012 - June 2013
Oatey Company June 2011 - January 2012
City of Lakewood, Ohio January 2007 - January 2010
Skills
Microsoft Excel, Visual Basic, Data Analysis, Project Management, VBA, Microsoft Word, SharePoint, Statistics, SQL, Databases, Visio, Programming, Analysis, Mathematics, R Statistics Program, Calculus, Computer Science, Java, Siebel, XML, Tutoring, SharePoint Designer, InfoPath, InfoPath Forms
Education
John Carroll University 2010 — 2014
Bachelor of Science (B.S.), Mathematics/Computer Science
Progressive Insurance June 2014 - Present
USI Insurance Services October 2013 - May 2014
Parker Hannifin June 2013 - October 2013
Parker Hannifin May 2012 - June 2013
Oatey Company June 2011 - January 2012
City of Lakewood, Ohio January 2007 - January 2010
Skills
Microsoft Excel, Visual Basic, Data Analysis, Project Management, VBA, Microsoft Word, SharePoint, Statistics, SQL, Databases, Visio, Programming, Analysis, Mathematics, R Statistics Program, Calculus, Computer Science, Java, Siebel, XML, Tutoring, SharePoint Designer, InfoPath, InfoPath Forms
Education
John Carroll University 2010 — 2014
Bachelor of Science (B.S.), Mathematics/Computer Science
Julie M. Ruddy Julie M. Ruddy's USI Insurance Services Experience September 2007 - March 2015
Job Vice President at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions March 2015 - Present
USI Insurance Services September 2007 - March 2015
USI Insurance Services August 2007 - September 2014
Coventry Health Care April 2005 - September 2007
Coventry Health Care April 2004 - May 2005
Coventry Health Care April 2003 - May 2004
CIGNA Health Plan of Illinois January 1982 - September 1990
Skills
CRM, Health Insurance, New Business Development, Account Management, Employee Benefits, Insurance, Sales Operations, Strategic Planning, Strategy
Education
John Carroll University
Bachelor of Science, Business Administration
Aon Risk Solutions March 2015 - Present
USI Insurance Services September 2007 - March 2015
USI Insurance Services August 2007 - September 2014
Coventry Health Care April 2005 - September 2007
Coventry Health Care April 2004 - May 2005
Coventry Health Care April 2003 - May 2004
CIGNA Health Plan of Illinois January 1982 - September 1990
Skills
CRM, Health Insurance, New Business Development, Account Management, Employee Benefits, Insurance, Sales Operations, Strategic Planning, Strategy
Education
John Carroll University
Bachelor of Science, Business Administration
Gillian Sharp's USI Insurance Services Experience February 2015 - Present
Job
Industry Insurance
Experience
USI Insurance Services February 2015 - Present
Home Land Security & Electronics July 2013 - September 2014
Cretcher Heartland, LLC June 2008 - June 2013
Lockton Affinity February 2007 - March 2008
Marsh September 2005 - February 2007
USI Insurance Services June 2000 - September 2005
Skills
Ais, Sagitta, Applied, TAM, Velocity, DocStar, Wincert, Microsoft Office, QuickBooks, Typing 50+ WPM, Data Entry, Customer Service, Administrative, Lotus Notes, Fast Learner, Detail-oriented, Health Insurance, Insurance, Commercial Insurance
Education
Johnson County Community College 1996 — 1999
The University of Kansas 1993 — 1996
USI Insurance Services February 2015 - Present
Home Land Security & Electronics July 2013 - September 2014
Cretcher Heartland, LLC June 2008 - June 2013
Lockton Affinity February 2007 - March 2008
Marsh September 2005 - February 2007
USI Insurance Services June 2000 - September 2005
Skills
Ais, Sagitta, Applied, TAM, Velocity, DocStar, Wincert, Microsoft Office, QuickBooks, Typing 50+ WPM, Data Entry, Customer Service, Administrative, Lotus Notes, Fast Learner, Detail-oriented, Health Insurance, Insurance, Commercial Insurance
Education
Johnson County Community College 1996 — 1999
The University of Kansas 1993 — 1996
Jason Willis's USI Insurance Services Experience July 2014 - Present
Job Talent Acquisition Consultant USI Southwest
Industry Human Resources
Experience
USI Insurance Services July 2014 - Present
Nova Medical Centers 2013 - June 2014
Nova Medical Centers October 2012 - 2013
Armstrong St.Clair March 2010 - October 2012
Artisan Development January 2003 - January 2010
Skills
Applicant Tracking..., Onboarding, Cold Calling, Recruiting, Talent Acquisition, Human Resources, Employee Relations, Healthcare, Sourcing, Account Management, Customer Service, Prospecting Skills, Closing Candidates, B2B, Business Development, College Recruiting, Internet Recruiting, Leadership, Management, Marketing Strategy, Sales, Salesforce.com, Selling, Social Networking, Temporary Placement, Time Management, Strategy, Training
Education
Weatherford College 2000 — 2002
Marketing, Business/Corporate Communications
Houston Community College
General Studies
Clear lake high school
USI Insurance Services July 2014 - Present
Nova Medical Centers 2013 - June 2014
Nova Medical Centers October 2012 - 2013
Armstrong St.Clair March 2010 - October 2012
Artisan Development January 2003 - January 2010
Skills
Applicant Tracking..., Onboarding, Cold Calling, Recruiting, Talent Acquisition, Human Resources, Employee Relations, Healthcare, Sourcing, Account Management, Customer Service, Prospecting Skills, Closing Candidates, B2B, Business Development, College Recruiting, Internet Recruiting, Leadership, Management, Marketing Strategy, Sales, Salesforce.com, Selling, Social Networking, Temporary Placement, Time Management, Strategy, Training
Education
Weatherford College 2000 — 2002
Marketing, Business/Corporate Communications
Houston Community College
General Studies
Clear lake high school
Elizabeth Ryan Elizabeth Ryan's USI Insurance Services Experience December 2012 - August 2014
Job Data Analyst in Supply Chain at PepsiCo
Industry Accounting
Experience
PepsiCo January 2015 - Present
Fuji October 2014 - January 2015
USI Insurance Services December 2012 - August 2014
Columbia University Medical Center June 2012 - October 2012
Related November 2011 - January 2012
Advance Publications Inc. December 2007 - June 2011
Paul Scherer & Company (part of Advance Publications) March 1995 - December 2007
Kraft Foods formerly known as General Foods November 1985 - June 1994
Bloomingdale's May 1980 - January 1984
Skills
Accounting, Financial Reporting, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Budgets, Financial Analysis, General Ledger, Consolidation, Analysis, PowerPoint, Account Reconciliation, Auditing, Internal Controls, PeopleSoft, Windows, Finance, Process Improvement, Accounts Receivable, Internal Audit, Management, Word, Excel, Audit, Reconciliation, Concur, 1 World Sync, SAP, Global Data...
Education
Pace University - Lubin School of Business 1984 — 1986
MBA, Finance
Iona College 1978 — 1980
BA, English
Academy of the Resurrection 1971 — 1975
Holy Trinity School 1962 — 1971
PepsiCo January 2015 - Present
Fuji October 2014 - January 2015
USI Insurance Services December 2012 - August 2014
Columbia University Medical Center June 2012 - October 2012
Related November 2011 - January 2012
Advance Publications Inc. December 2007 - June 2011
Paul Scherer & Company (part of Advance Publications) March 1995 - December 2007
Kraft Foods formerly known as General Foods November 1985 - June 1994
Bloomingdale's May 1980 - January 1984
Skills
Accounting, Financial Reporting, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Budgets, Financial Analysis, General Ledger, Consolidation, Analysis, PowerPoint, Account Reconciliation, Auditing, Internal Controls, PeopleSoft, Windows, Finance, Process Improvement, Accounts Receivable, Internal Audit, Management, Word, Excel, Audit, Reconciliation, Concur, 1 World Sync, SAP, Global Data...
Education
Pace University - Lubin School of Business 1984 — 1986
MBA, Finance
Iona College 1978 — 1980
BA, English
Academy of the Resurrection 1971 — 1975
Holy Trinity School 1962 — 1971
Bill Nattermann Bill Nattermann's USI Insurance Services Experience 2005 - 2005
Job Account Manager Cincinnati
Industry Consumer Services
Experience
Bethesda North Hospital 2012 - 2012
Fincor Solutions 2006 - 2011
USI Insurance Services 2005 - 2005
Medical Protective 1994 - 2004
CBN, Inc. 1986 - 1994
Mathews Archery 1984 - 1986
Skills
Professional Liability, Medical Malpractice, Physicians, Hospitals
Education
Illinois State University
BS, Business Administration
Illinois State University
BS, Business Administration
Bethesda North Hospital 2012 - 2012
Fincor Solutions 2006 - 2011
USI Insurance Services 2005 - 2005
Medical Protective 1994 - 2004
CBN, Inc. 1986 - 1994
Mathews Archery 1984 - 1986
Skills
Professional Liability, Medical Malpractice, Physicians, Hospitals
Education
Illinois State University
BS, Business Administration
Illinois State University
BS, Business Administration
Paul Tyer Paul Tyer's USI Insurance Services Experience December 2012 - May 2014
Job Developing Key Broker Channel Relationships for Aflac Group
Industry Insurance
Experience
Aflac Group March 2015 - Present
USI Insurance Services December 2012 - May 2014
USI Affinity, Benefit Solutions Grp February 2005 - December 2012
Emerson Reid & Co January 2000 - February 2005
USI Colburn Insurance Services 1991 - 1999
Independence Blue Cross January 1985 - July 1991
Skills
Insurance, Health Insurance, Underwriting, Disability Insurance, Brokers, Employee Benefits, Benefits Administration, Small Business, Sales Management, New Business Development, Property & Casualty..., Medicare, Casualty, Account Management, Life Insurance, Workers Compensation, Commercial Insurance, Professional Liability, Term Life Insurance, Managed Care, Customer Retention, Liability, Claim, Legal Liability, Healthcare, D&O, Claims Management, Reinsurance, 401k, Retirement Planning, Leadership, Risk Management, Team Building, Process Improvement, COBRA, Health Savings Accounts, Accident, Strategic Planning, Health Policy, Retirement, Employment Practices..., Commercial Lines, Umbrella Insurance, Fixed Annuities, Call Centers, Executive Management, Financial Services, General Insurance, Relationship Management, Whole Life
Education
La Salle University 1979 — 1983
Bachelor of Science (BS), Marketing and Healthcare Administration
Aflac Group March 2015 - Present
USI Insurance Services December 2012 - May 2014
USI Affinity, Benefit Solutions Grp February 2005 - December 2012
Emerson Reid & Co January 2000 - February 2005
USI Colburn Insurance Services 1991 - 1999
Independence Blue Cross January 1985 - July 1991
Skills
Insurance, Health Insurance, Underwriting, Disability Insurance, Brokers, Employee Benefits, Benefits Administration, Small Business, Sales Management, New Business Development, Property & Casualty..., Medicare, Casualty, Account Management, Life Insurance, Workers Compensation, Commercial Insurance, Professional Liability, Term Life Insurance, Managed Care, Customer Retention, Liability, Claim, Legal Liability, Healthcare, D&O, Claims Management, Reinsurance, 401k, Retirement Planning, Leadership, Risk Management, Team Building, Process Improvement, COBRA, Health Savings Accounts, Accident, Strategic Planning, Health Policy, Retirement, Employment Practices..., Commercial Lines, Umbrella Insurance, Fixed Annuities, Call Centers, Executive Management, Financial Services, General Insurance, Relationship Management, Whole Life
Education
La Salle University 1979 — 1983
Bachelor of Science (BS), Marketing and Healthcare Administration
Kelly Docimo Kelly Docimo's USI Insurance Services Experience October 2009 - Present
Job Executive Assistant to the CEO, Charter Communications
Industry Executive Office
Experience
Charter Communications December 2012 - Present
USI Insurance Services October 2009 - Present
USI Insurance Services June 2006 - October 2009
Pitney Bowes October 2005 - June 2006
Pitney Bowes July 2000 - October 2005
Pitney Bowes April 1997 - July 2000
Pitney Bowes June 1988 - April 1997
Skills
Outlook, Marketing Strategy, Customer Service, Lotus Notes, Administrative...
Education
Norwalk Community College 1990 — 1992
Business Administration
Katherine Gibbs School 1987 — 1988
Administrative Assistant and Secretarial Science, General
Charter Communications December 2012 - Present
USI Insurance Services October 2009 - Present
USI Insurance Services June 2006 - October 2009
Pitney Bowes October 2005 - June 2006
Pitney Bowes July 2000 - October 2005
Pitney Bowes April 1997 - July 2000
Pitney Bowes June 1988 - April 1997
Skills
Outlook, Marketing Strategy, Customer Service, Lotus Notes, Administrative...
Education
Norwalk Community College 1990 — 1992
Business Administration
Katherine Gibbs School 1987 — 1988
Administrative Assistant and Secretarial Science, General
Keith Fetz's USI Insurance Services Experience June 2011 - October 2013
Job HELPING DEALERS TURN INVENTORY...
Industry Automotive
Experience
Clark County Auto Auction June 2014 - Present
Clark County Auto Auction June 2014 - Present
USI Insurance Services June 2011 - October 2013
City of Jeffersonville January 2004 - January 2012
Humana 2009 - 2010
Humana 2005 - 2009
Skills
Leadership, Brokers, Marketing, Management, Small Business, Sales, Risk Management, Business Planning, Account Management, Negotiation, Customer Retention, Operational Efficiency, Logistics, Efficiency, Technology, Compliance, Cost Efficiency, Shipping, International Logistics, Supply Chain..., Strategic Planning, Insurance, Wine Tasting, Toilets, Team Building, Customer Service, New Business Development, Sales Management
Education
Indiana University-Southeast
Providence High School
Clark County Auto Auction June 2014 - Present
Clark County Auto Auction June 2014 - Present
USI Insurance Services June 2011 - October 2013
City of Jeffersonville January 2004 - January 2012
Humana 2009 - 2010
Humana 2005 - 2009
Skills
Leadership, Brokers, Marketing, Management, Small Business, Sales, Risk Management, Business Planning, Account Management, Negotiation, Customer Retention, Operational Efficiency, Logistics, Efficiency, Technology, Compliance, Cost Efficiency, Shipping, International Logistics, Supply Chain..., Strategic Planning, Insurance, Wine Tasting, Toilets, Team Building, Customer Service, New Business Development, Sales Management
Education
Indiana University-Southeast
Providence High School
Patti Vreeland, MCR's USI Insurance Services Experience January 2013 - Present
Job VP, Corporate Real Estate & Procurement at USI Insurance Services
Industry Commercial Real Estate
Experience
USI Insurance Services January 2013 - Present
Manhattanville College; Ashford University, Westchester Community College May 2006 - Present
Skills
Process Improvement, Vendor Management, Strategic Planning, Change Management, Cross-functional Team..., Project Management, Team Building, Business Analysis, Program Management, Contract Negotiation, Strategic Sourcing, Team Leadership, Negotiation, Management, Risk Management, Strategy, Active Directory
Education
Pace University 1988 — 1990
MBA, Information Systems; Corporate Finance
Ithaca College 1984 — 1988
BS, Finance
USI Insurance Services January 2013 - Present
Manhattanville College; Ashford University, Westchester Community College May 2006 - Present
Skills
Process Improvement, Vendor Management, Strategic Planning, Change Management, Cross-functional Team..., Project Management, Team Building, Business Analysis, Program Management, Contract Negotiation, Strategic Sourcing, Team Leadership, Negotiation, Management, Risk Management, Strategy, Active Directory
Education
Pace University 1988 — 1990
MBA, Information Systems; Corporate Finance
Ithaca College 1984 — 1988
BS, Finance
Jackelyn Melia's USI Insurance Services Experience September 2014 - Present
Job Benefits Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2014 - Present
USI Insurance Services October 2011 - September 2014
USI Insurance Services September 2008 - October 2011
USI Holdings Corporation July 2006 - September 2008
Skills
Employee Benefits, Benefits Administration, Employee Relations, Disability Benefits, Disability Management, Employee Wellness..., Disability Claims..., Performance Management, Health Insurance, COBRA, Deferred Compensation, Workers Compensation, Employee Wellness, Onboarding, College Recruiting, Coaching, Compensation & Benefit, Human Resources, Disability Insurance, Talent Management, FMLA, HR Policies, Succession Planning
Education
Iona College 2006 — 2007
State University of New York at New Paltz 2002 — 2006
BA, Psychology
USI Insurance Services September 2014 - Present
USI Insurance Services October 2011 - September 2014
USI Insurance Services September 2008 - October 2011
USI Holdings Corporation July 2006 - September 2008
Skills
Employee Benefits, Benefits Administration, Employee Relations, Disability Benefits, Disability Management, Employee Wellness..., Disability Claims..., Performance Management, Health Insurance, COBRA, Deferred Compensation, Workers Compensation, Employee Wellness, Onboarding, College Recruiting, Coaching, Compensation & Benefit, Human Resources, Disability Insurance, Talent Management, FMLA, HR Policies, Succession Planning
Education
Iona College 2006 — 2007
State University of New York at New Paltz 2002 — 2006
BA, Psychology
Kerri Linley's USI Insurance Services Experience 1996 - 2009
Job Administrative Assistant Senior Associate at Cigna Sunrise, FL
Industry Insurance
Experience
Cigna Sunrise, FL May 2012 - Present
USI Insurance Services LLC May 1993 - March 2012
USI Insurance Services 1996 - 2009
Skills
Microsoft Office, Internet, Management, Microsoft Word, Time Management, Office Management, Office Administration, Customer Service, Microsoft Excel, Program Management, Accounts Payable, Accounts Receivable, Newsletters, Recruiting, Advertising, Coordination, Leadership, Team Leadership, Human Resources, Lotus Notes, Social Media Marketing, Employee Relations, Benefits Administration, Employee Benefits, Insurance, Underwriting
Education
Laguardia Community College 1978 — 1980
Associate of Arts (AA), Business/Office Automation/Technology/Data Entry
Christopher Columbus 1974 — 1978
dipolma, Business Administration and Management, General
Fiorello H. LaGuardia Community College
some college, Psychology / Sociology
Cigna Sunrise, FL May 2012 - Present
USI Insurance Services LLC May 1993 - March 2012
USI Insurance Services 1996 - 2009
Skills
Microsoft Office, Internet, Management, Microsoft Word, Time Management, Office Management, Office Administration, Customer Service, Microsoft Excel, Program Management, Accounts Payable, Accounts Receivable, Newsletters, Recruiting, Advertising, Coordination, Leadership, Team Leadership, Human Resources, Lotus Notes, Social Media Marketing, Employee Relations, Benefits Administration, Employee Benefits, Insurance, Underwriting
Education
Laguardia Community College 1978 — 1980
Associate of Arts (AA), Business/Office Automation/Technology/Data Entry
Christopher Columbus 1974 — 1978
dipolma, Business Administration and Management, General
Fiorello H. LaGuardia Community College
some college, Psychology / Sociology
Randy Crawford's USI Insurance Services Experience October 2013 - Present
Job National Industrial Business Leader at USI Corporate
Industry Insurance
Experience
USI Insurance Services October 2013 - Present
USI Southwest February 2006 - October 2013
Aon Risk Services February 2000 - January 2006
Bowen, Miclette & Britt Insurance Agency, LLC 1994 - 2000
Safeco Insurance 1991 - 1994
Skills
Risk Management, Insurance, Commercial Insurance, Enterprise Risk..., Underwriting, Property & Casualty..., Leadership, Management, Workers Compensation, Legal Liability, Liability, Professional Liability, Claim
Education
Judson University 1979 — 1982
B.A., Liberal Arts
USI Insurance Services October 2013 - Present
USI Southwest February 2006 - October 2013
Aon Risk Services February 2000 - January 2006
Bowen, Miclette & Britt Insurance Agency, LLC 1994 - 2000
Safeco Insurance 1991 - 1994
Skills
Risk Management, Insurance, Commercial Insurance, Enterprise Risk..., Underwriting, Property & Casualty..., Leadership, Management, Workers Compensation, Legal Liability, Liability, Professional Liability, Claim
Education
Judson University 1979 — 1982
B.A., Liberal Arts
Joseph Vicinanza's USI Insurance Services Experience September 2014 - Present
Job Corporate Financial Analyst at USI
Industry Insurance
Experience
USI Insurance Services September 2014 - Present
Consumers Union August 2007 - August 2014
Skills
Project Management, Social Media, Editing, PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Analysis, Strategic Planning, Research, Budgets, Business Analysis, HTML, Program Management, Market Research, Nonprofits, Management, Leadership
Education
Iona College 2013 — 2016
MS - Public Accounting, Accounting
Manhattan College 2002 — 2006
Bachelor of Science (BS), Finance, Marketing
USI Insurance Services September 2014 - Present
Consumers Union August 2007 - August 2014
Skills
Project Management, Social Media, Editing, PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Analysis, Strategic Planning, Research, Budgets, Business Analysis, HTML, Program Management, Market Research, Nonprofits, Management, Leadership
Education
Iona College 2013 — 2016
MS - Public Accounting, Accounting
Manhattan College 2002 — 2006
Bachelor of Science (BS), Finance, Marketing
Connie Diamond's USI Insurance Services Experience February 2012 - Present
Job Financial Analyst at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2012 - Present
Foundation Strategies, Inc. April 2011 - February 2012
CIGNA Healthcare 2009 - July 2010
CIGNA Healthcare 2008 - 2009
Great-West Healthcare 2006 - 2008
Hewitt Associates 2005 - 2006
Hewitt Associates 1998 - 2006
CIGNA Healthcare 1988 - 1998
Skills
Employee Benefits, Training, Leadership, Management, Analysis, Insurance
Education
Indiana University - Kelley School of Business 1980 — 1984
Bachelor of Science, Business Administration
USI Insurance Services February 2012 - Present
Foundation Strategies, Inc. April 2011 - February 2012
CIGNA Healthcare 2009 - July 2010
CIGNA Healthcare 2008 - 2009
Great-West Healthcare 2006 - 2008
Hewitt Associates 2005 - 2006
Hewitt Associates 1998 - 2006
CIGNA Healthcare 1988 - 1998
Skills
Employee Benefits, Training, Leadership, Management, Analysis, Insurance
Education
Indiana University - Kelley School of Business 1980 — 1984
Bachelor of Science, Business Administration
Bryan Sulser's USI Insurance Services Experience July 2009 - Present
Job Senior Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2009 - Present
Van Gilder Insurance July 2009 - Present
Paychex October 2008 - July 2009
HSBC February 2002 - May 2007
Stanford Funding October 2000 - February 2002
Phoenix Financial Services July 1997 - December 1999
Skills
Team Leadership, Sales, Real Estate, Marketing, Management, Leadership, Investments, Insurance, Customer Service, Account Management
Education
Kansas State University 1992 — 1997
USI Insurance Services July 2009 - Present
Van Gilder Insurance July 2009 - Present
Paychex October 2008 - July 2009
HSBC February 2002 - May 2007
Stanford Funding October 2000 - February 2002
Phoenix Financial Services July 1997 - December 1999
Skills
Team Leadership, Sales, Real Estate, Marketing, Management, Leadership, Investments, Insurance, Customer Service, Account Management
Education
Kansas State University 1992 — 1997
Tom Fay's USI Insurance Services Experience May 2003 - May 2014
Job Managing Partner Stone Point Financial Group
Industry Insurance
Experience
Stone Point Financial Group May 2014 - Present
USI Insurance Services May 2003 - May 2014
Viti Financial Services, Highwood, IL December 1997 - May 2003
Prudential Preferred Financial Services - Skokie, IL October 1992 - December 1997
Skills
Retirement Planning, Estate Planning, Life Insurance, Fixed Annuities, Wealth Management, Retirement, Disability Insurance, Insurance, Mutual Funds, Wealth, Wealth Accumulation, Risk Management, Succession Planning, Executive Pay, Deferred Compensation
Education
The American College 2000 — 2006
ChFC, Chartered Financial Consultant, Life Insurance & Financial Consulting, CLU, Chartered Life Underwriter
University of Seville - Seville, Spain 1985 — 1986
Bachelor of Arts, Spanish
Kansas State University 1981 — 1985
Bachelor of Arts, Journalism & Mass Communications
Stone Point Financial Group May 2014 - Present
USI Insurance Services May 2003 - May 2014
Viti Financial Services, Highwood, IL December 1997 - May 2003
Prudential Preferred Financial Services - Skokie, IL October 1992 - December 1997
Skills
Retirement Planning, Estate Planning, Life Insurance, Fixed Annuities, Wealth Management, Retirement, Disability Insurance, Insurance, Mutual Funds, Wealth, Wealth Accumulation, Risk Management, Succession Planning, Executive Pay, Deferred Compensation
Education
The American College 2000 — 2006
ChFC, Chartered Financial Consultant, Life Insurance & Financial Consulting, CLU, Chartered Life Underwriter
University of Seville - Seville, Spain 1985 — 1986
Bachelor of Arts, Spanish
Kansas State University 1981 — 1985
Bachelor of Arts, Journalism & Mass Communications
Joe Poppie, ARM's USI Insurance Services Experience 1999 - 1999
Job Casualty Placement Specialist at Marsh
Industry Insurance
Experience
Marsh September 2011 - Present
The Horton Group November 2006 - January 2011
The Horton Group 2005 - November 2006
Marsh January 2002 - April 2005
Marsh January 1999 - January 2002
USI Insurance Services 1999 - 1999
Skills
Construction, Insurance, Management, Workers Compensation, Excess, Professional Liability, Legal Liability, Commercial Insurance, Commercial Combined, Risk Management, Brokers, Financial Risk, Liability, Health Insurance, Claim, Commercial Lines, Captives, Reinsurance
Education
Insurance Institute of America 2002 — 2003
ARM, Risk Management
Governors State University 1989 — 1991
B.A., Marketing, Business Administration
University of Illinois at Chicago 1986 — 1989
Marketing, Business Administration
Marsh September 2011 - Present
The Horton Group November 2006 - January 2011
The Horton Group 2005 - November 2006
Marsh January 2002 - April 2005
Marsh January 1999 - January 2002
USI Insurance Services 1999 - 1999
Skills
Construction, Insurance, Management, Workers Compensation, Excess, Professional Liability, Legal Liability, Commercial Insurance, Commercial Combined, Risk Management, Brokers, Financial Risk, Liability, Health Insurance, Claim, Commercial Lines, Captives, Reinsurance
Education
Insurance Institute of America 2002 — 2003
ARM, Risk Management
Governors State University 1989 — 1991
B.A., Marketing, Business Administration
University of Illinois at Chicago 1986 — 1989
Marketing, Business Administration
Max Ward's USI Insurance Services Experience October 2014 - Present
Job Property and Causality Insurance, Sales Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services October 2014 - Present
Delgado Community College January 2014 - October 2014
Stiel Insuance Services of New Oleans, Inc. June 2012 - October 2014
California State University, Dominguez Hills August 2001 - August 2012
Skills
Teaching, Higher Education, Student Affairs, Public Speaking, Sports, Curriculum Development, Strategic Planning, Customer Service, Team Building, Athletics, Fundraising, Event Planning, Coaching, Basketball, Sales, Marketing, Staff Development, Time Management, Team Leadership
Education
CSU Dominguez Hills 2007 — 2010
Master's Degree, Physical Education, 3.76
Johnson and Wales University 1998 — 2000
MBA, Management in Business Administration, 3.6
USI Insurance Services October 2014 - Present
Delgado Community College January 2014 - October 2014
Stiel Insuance Services of New Oleans, Inc. June 2012 - October 2014
California State University, Dominguez Hills August 2001 - August 2012
Skills
Teaching, Higher Education, Student Affairs, Public Speaking, Sports, Curriculum Development, Strategic Planning, Customer Service, Team Building, Athletics, Fundraising, Event Planning, Coaching, Basketball, Sales, Marketing, Staff Development, Time Management, Team Leadership
Education
CSU Dominguez Hills 2007 — 2010
Master's Degree, Physical Education, 3.76
Johnson and Wales University 1998 — 2000
MBA, Management in Business Administration, 3.6
Caroline French's USI Insurance Services Experience May 2009 - June 2014
Job Emerald Ambassador at Plexus Worldwide, Inc.
Industry Health, Wellness and Fitness
Experience
Plexus Worldwide, Inc. December 2013 - Present
USI Insurance Services May 2009 - June 2014
Independence Home Pharmacy 2008 - 2008
American Administrative Group 2005 - 2007
Benefit Partners, Inc. 2000 - 2005
Education
Texas A&M University 1998 — 2002
Journalism
Hardin-Simmons University 1995 — 1997
Communications
Berkner High School 1992 — 1995
Plexus Worldwide, Inc. December 2013 - Present
USI Insurance Services May 2009 - June 2014
Independence Home Pharmacy 2008 - 2008
American Administrative Group 2005 - 2007
Benefit Partners, Inc. 2000 - 2005
Education
Texas A&M University 1998 — 2002
Journalism
Hardin-Simmons University 1995 — 1997
Communications
Berkner High School 1992 — 1995
Patrick. Moore's USI Insurance Services Experience January 2004 - Present
Job Senior VP at USI Insurance Services Cost Containment Expert
Industry Insurance
Experience
USI Midwest January 2004 - Present
USI Insurance Services January 2004 - Present
Diversified Insurance Services of Illinois January 1992 - December 2003
Skills
pharmacy cost..., Stop Loss negotiation, Benefit Cost Consultant, Carrier Negotiations, Online Enrollment Expert, Negotiation, Employee Relations, Employee Benefits, Insurance, Leadership, Performance Management, Benefits Administration, Program Management, Strategic Planning, Self-funded, COBRA, Human Resources, Health Insurance, Brokers, Underwriting, Health Savings Accounts, Disability Insurance, Workers Compensation, Customer Service
Education
Hillsdale College 1984 — 1988
B.S., Finance/Marketing
Ionia High school
Ionia High school
USI Midwest January 2004 - Present
USI Insurance Services January 2004 - Present
Diversified Insurance Services of Illinois January 1992 - December 2003
Skills
pharmacy cost..., Stop Loss negotiation, Benefit Cost Consultant, Carrier Negotiations, Online Enrollment Expert, Negotiation, Employee Relations, Employee Benefits, Insurance, Leadership, Performance Management, Benefits Administration, Program Management, Strategic Planning, Self-funded, COBRA, Human Resources, Health Insurance, Brokers, Underwriting, Health Savings Accounts, Disability Insurance, Workers Compensation, Customer Service
Education
Hillsdale College 1984 — 1988
B.S., Finance/Marketing
Ionia High school
Ionia High school
Michael D. (Mike) Friedman, CEBS's USI Insurance Services Experience October 2013 - Present
Job Account Executive, USI Insurance Services
Industry Insurance
Experience
USI Insurance Services October 2013 - Present
Coventry Health Care June 2007 - October 2013
CIGNA Healthcare 2004 - 2007
Sagamore Health Network 2002 - 2004
Principal Financial Group 2001 - 2002
Maxicare Indiana 1998 - 2001
Wausau Insurance 1987 - 1998
Skills
Health Insurance, Insurance, Employee Benefits, Managed Care, Health Savings Accounts, Disability Insurance, Underwriting, Brokers, Life Insurance, Account Management, Strategic Planning, Healthcare, Health Care Reform, Self-funded, Strategic Relationships, Customer-focused Service, Sales, New Business Development, HMO, PPO, Term Life Insurance, Claim, Provider Relations, Group Insurance, Flexible Spending..., Reinsurance, Claims Management, 401k, Pharmacy Benefit..., Open Enrollment, Disease Management, Group Medical, Retirement, Sales Management, COBRA, Workers Compensation, Health Policy, Commercial Insurance, Medicare Part D
Education
Indiana University - Kelley School of Business 1982 — 1987
Bachelor's degree, Business Administration, Management and Operations
USI Insurance Services October 2013 - Present
Coventry Health Care June 2007 - October 2013
CIGNA Healthcare 2004 - 2007
Sagamore Health Network 2002 - 2004
Principal Financial Group 2001 - 2002
Maxicare Indiana 1998 - 2001
Wausau Insurance 1987 - 1998
Skills
Health Insurance, Insurance, Employee Benefits, Managed Care, Health Savings Accounts, Disability Insurance, Underwriting, Brokers, Life Insurance, Account Management, Strategic Planning, Healthcare, Health Care Reform, Self-funded, Strategic Relationships, Customer-focused Service, Sales, New Business Development, HMO, PPO, Term Life Insurance, Claim, Provider Relations, Group Insurance, Flexible Spending..., Reinsurance, Claims Management, 401k, Pharmacy Benefit..., Open Enrollment, Disease Management, Group Medical, Retirement, Sales Management, COBRA, Workers Compensation, Health Policy, Commercial Insurance, Medicare Part D
Education
Indiana University - Kelley School of Business 1982 — 1987
Bachelor's degree, Business Administration, Management and Operations
Jacquetta Hogan's USI Insurance Services Experience March 2008 - Present
Job Employee Benefits Consultant
Industry Insurance
Experience
USI Insurance Services March 2008 - Present
Skills
Employee Benefits, Health Insurance, Dental, Health Savings Accounts, Group Benefits, Insurance, Disability Insurance, Benefits Communication, Group Medical, Group Health, COBRA, Benefits, Cafeteria Plans, Plan Design, Brokers, Health Plans, FSA, Open Enrollment, Benefits Administration, Life Insurance, Term Life Insurance
Education
Iona College
Bachelors, Business Management
USI Insurance Services March 2008 - Present
Skills
Employee Benefits, Health Insurance, Dental, Health Savings Accounts, Group Benefits, Insurance, Disability Insurance, Benefits Communication, Group Medical, Group Health, COBRA, Benefits, Cafeteria Plans, Plan Design, Brokers, Health Plans, FSA, Open Enrollment, Benefits Administration, Life Insurance, Term Life Insurance
Education
Iona College
Bachelors, Business Management
Bob Spadaccia's USI Insurance Services Experience 1998 - 2004
Job Board Vice Chair Fairfield County Bank Insurance Services
Industry Insurance
Experience
Fairfield County Bank Insurance Services, LLC November 2004 - Present
USI Insurance Services 1998 - 2004
Skills
Property & Casualty..., Umbrella Insurance, Liability, Commercial Insurance, Sales Management, Insurance, Legal Liability, Risk Management, Workers Compensation, Underwriting, Professional Liability, Alternative Investments, Casualty, Litigation, Commercial Lines, Investments, Real Estate, Strategic Planning, Asset Management, Customer Service, D&O, General Insurance, Brokers, Health Insurance, Employee Benefits, Disability Insurance, Reinsurance, Life Insurance, Executive Management, Employment Practices..., Long-term Care, Claims Management, Term Life Insurance, Claim, Product Liability, Casualty Insurance
Education
Hartwick College 1966 — 1970
BA, Political Science
Fairfield County Bank Insurance Services, LLC November 2004 - Present
USI Insurance Services 1998 - 2004
Skills
Property & Casualty..., Umbrella Insurance, Liability, Commercial Insurance, Sales Management, Insurance, Legal Liability, Risk Management, Workers Compensation, Underwriting, Professional Liability, Alternative Investments, Casualty, Litigation, Commercial Lines, Investments, Real Estate, Strategic Planning, Asset Management, Customer Service, D&O, General Insurance, Brokers, Health Insurance, Employee Benefits, Disability Insurance, Reinsurance, Life Insurance, Executive Management, Employment Practices..., Long-term Care, Claims Management, Term Life Insurance, Claim, Product Liability, Casualty Insurance
Education
Hartwick College 1966 — 1970
BA, Political Science
Carrie Briggs's USI Insurance Services Experience May 2014 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 1999 - May 2014
BEST WESTERN Luxbury Inn Fort Wayne October 1995 - October 1999
Skills
Insurance, Account Management, Salesforce.com, Customer Service, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Health Savings Accounts
Education
International Business College 1994 — 1995
Associates Degree, Travel and Hospitality
Huntington North High School 1991 — 1994
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 1999 - May 2014
BEST WESTERN Luxbury Inn Fort Wayne October 1995 - October 1999
Skills
Insurance, Account Management, Salesforce.com, Customer Service, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Health Savings Accounts
Education
International Business College 1994 — 1995
Associates Degree, Travel and Hospitality
Huntington North High School 1991 — 1994
Denise Luciani Smith's USI Insurance Services Experience 2003 - 2008
Job Insurance Professional
Industry Insurance
Experience
USI Insurance Services 2003 - 2008
General Accident/OneBeacon/Peerless Insurance June 1997 - August 2002
OneBeacon Insurance 2000 - 2002
Peerless Insurance 2000 - 2002
Skills
Property & Casualty...
Education
Lock Haven University of Pennsylvania 1993 — 1997
BS, Business
USI Insurance Services 2003 - 2008
General Accident/OneBeacon/Peerless Insurance June 1997 - August 2002
OneBeacon Insurance 2000 - 2002
Peerless Insurance 2000 - 2002
Skills
Property & Casualty...
Education
Lock Haven University of Pennsylvania 1993 — 1997
BS, Business
Doug Padrutt's USI Insurance Services Experience August 2010 - April 2015
Job Director of Group Underwriting at NRECA
Industry Insurance
Experience
NRECA April 2015 - Present
USI Insurance Services August 2010 - April 2015
Coventry Health Care March 2005 - August 2010
CareFirst BlueCross BlueShield 2003 - 2005
National Rural Electric Cooperative Association 1993 - 2003
CareFirst BlueCross BlueShield 1985 - 1993
Education
James Madison University 1980 — 1984
Bachelor of Business Administration, Economics
NRECA April 2015 - Present
USI Insurance Services August 2010 - April 2015
Coventry Health Care March 2005 - August 2010
CareFirst BlueCross BlueShield 2003 - 2005
National Rural Electric Cooperative Association 1993 - 2003
CareFirst BlueCross BlueShield 1985 - 1993
Education
James Madison University 1980 — 1984
Bachelor of Business Administration, Economics
Dave Zochowski's USI Insurance Services Experience May 2014 - Present
Job Account Executive at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services September 2012 - Present
Wells Fargo Insurance Services September 2007 - Present
Marsh September 2005 - September 2007
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Strategic Planning, Sales Management, Employee Benefits, Casualty, Workers Compensation, Liability, Professional Liability, Brokers, Commercial Insurance, General Insurance, Life Insurance, Employment Practices..., Commercial Lines, D&O, Disability Insurance, Health Insurance, Reinsurance, Retirement Planning, Casualty Insurance
Education
Indiana University-Purdue University at Indianapolis 1988 — 1990
BS, Criminal Justice
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services September 2012 - Present
Wells Fargo Insurance Services September 2007 - Present
Marsh September 2005 - September 2007
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Strategic Planning, Sales Management, Employee Benefits, Casualty, Workers Compensation, Liability, Professional Liability, Brokers, Commercial Insurance, General Insurance, Life Insurance, Employment Practices..., Commercial Lines, D&O, Disability Insurance, Health Insurance, Reinsurance, Retirement Planning, Casualty Insurance
Education
Indiana University-Purdue University at Indianapolis 1988 — 1990
BS, Criminal Justice
Dave Zochowski's USI Insurance Services Experience May 2014 - Present
Job Vice President at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services May 2014 - Present
Wells Fargo September 2012 - Present
Wells Fargo Insurance Services September 2007 - September 2012
Marsh September 2005 - September 2007
Skills
Underwriting, Risk Management, Financial Risk, Strategic Planning, Workers Compensation, Commercial Insurance, Insurance, Property & Casualty..., Banking, Sales, Business Development, Life Insurance, Employee Benefits, Management
Education
Indiana University-Purdue University at Indianapolis 1988 — 1990
BS, Criminal Justice
USI Insurance Services May 2014 - Present
Wells Fargo September 2012 - Present
Wells Fargo Insurance Services September 2007 - September 2012
Marsh September 2005 - September 2007
Skills
Underwriting, Risk Management, Financial Risk, Strategic Planning, Workers Compensation, Commercial Insurance, Insurance, Property & Casualty..., Banking, Sales, Business Development, Life Insurance, Employee Benefits, Management
Education
Indiana University-Purdue University at Indianapolis 1988 — 1990
BS, Criminal Justice
Michael Cosca's USI Insurance Services Experience July 2007 - February 2015
Job National Account Manager, Risk Engineering at The Hartford
Industry Insurance
Experience
The Hartford February 2015 - Present
USI Insurance Services July 2007 - February 2015
TC&H Associates LLC 2005 - 2007
Selective Insurance 2005 - 2005
One Beacon Insurance 2002 - 2005
Atlantic Mutual Companies 1999 - 2002
Wausau Insurance 1996 - 1999
Skills
Risk Management, Risk Assessment, Insurance, Commercial Insurance, Property & Casualty...
Education
Keene State College 1991 — 1995
BS, Occupational Safety & Health
The Hartford February 2015 - Present
USI Insurance Services July 2007 - February 2015
TC&H Associates LLC 2005 - 2007
Selective Insurance 2005 - 2005
One Beacon Insurance 2002 - 2005
Atlantic Mutual Companies 1999 - 2002
Wausau Insurance 1996 - 1999
Skills
Risk Management, Risk Assessment, Insurance, Commercial Insurance, Property & Casualty...
Education
Keene State College 1991 — 1995
BS, Occupational Safety & Health
Pamela Hunter's USI Insurance Services Experience 2008 - 2014
Job Senior Loss Control Consultant at Workers' Compensation Trust
Industry Insurance
Experience
USI Insurance Services 2008 - 2014
Education
Indiana University of Pennsylvania 2013 — 2016
Doctor of Philosophy (Ph.D.), Safety Sciences
University of New Haven 1999 — 2003
Master's Degree, Occupational Safety and Health Management
University of New Haven 1981 — 1985
Bachelor's Degree, Occupational Safety and Health
USI Insurance Services 2008 - 2014
Education
Indiana University of Pennsylvania 2013 — 2016
Doctor of Philosophy (Ph.D.), Safety Sciences
University of New Haven 1999 — 2003
Master's Degree, Occupational Safety and Health Management
University of New Haven 1981 — 1985
Bachelor's Degree, Occupational Safety and Health
Harold Katz's USI Insurance Services Experience 1993 - 2009
Job Regional CFO at USI Consulting Group
Industry Financial Services
Experience
Keystone Equipment Finance Corp. January 2011 - Present
USI Holdings Corporation 1993 - 2009
USI Insurance Services 1993 - 2009
Education
Lehigh University - College of Business and Economics 1979 — 1983
B.S., Accounting
Keystone Equipment Finance Corp. January 2011 - Present
USI Holdings Corporation 1993 - 2009
USI Insurance Services 1993 - 2009
Education
Lehigh University - College of Business and Economics 1979 — 1983
B.S., Accounting
Allison Conlon's USI Insurance Services Experience November 2010 - December 2012
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services December 2012 - Present
USI Insurance Services November 2010 - December 2012
Kinloch Partners, Inc. April 2007 - January 2011
Hilb Rogal & Hobbs March 2001 - April 2007
Skills
Property & Casualty..., Commercial Insurance, Account Management, General Insurance, D
Education
LaGuardia Community College
Business Management
Wells Fargo Insurance Services December 2012 - Present
USI Insurance Services November 2010 - December 2012
Kinloch Partners, Inc. April 2007 - January 2011
Hilb Rogal & Hobbs March 2001 - April 2007
Skills
Property & Casualty..., Commercial Insurance, Account Management, General Insurance, D
Education
LaGuardia Community College
Business Management
Rossi Robben's USI Insurance Services Experience August 2014 - Present
Job Account Manager
Industry Insurance
Experience
USI Insurance Services August 2014 - Present
Holloway Benefit Concepts August 2013 - August 2014
Higginbotham October 2008 - August 2013
WellPoint October 2007 - August 2008
WellPoint February 2007 - October 2007
Fitzgerald, Clayton James & Kasten May 2005 - October 2006
Bill C. Brown Associates May 2000 - April 2005
Skills
Health Insurance, Employee Benefits, Insurance, Brokers, Disability Insurance, Health Savings Accounts, Underwriting, Life Insurance, Benefits Administration, Account Management, Professional Liability, Property & Casualty..., Term Life Insurance, Sales
Education
Indiana University Bloomington 1994 — 1998
Economics
USI Insurance Services August 2014 - Present
Holloway Benefit Concepts August 2013 - August 2014
Higginbotham October 2008 - August 2013
WellPoint October 2007 - August 2008
WellPoint February 2007 - October 2007
Fitzgerald, Clayton James & Kasten May 2005 - October 2006
Bill C. Brown Associates May 2000 - April 2005
Skills
Health Insurance, Employee Benefits, Insurance, Brokers, Disability Insurance, Health Savings Accounts, Underwriting, Life Insurance, Benefits Administration, Account Management, Professional Liability, Property & Casualty..., Term Life Insurance, Sales
Education
Indiana University Bloomington 1994 — 1998
Economics
Marsha L. C. Vernon's USI Insurance Services Experience 2005 - 2007
Job Brokerage Operations & Compliance at Turner Surety and Insurance Brokerage
Industry Information Technology and Services
Experience
Turner Surety and Insurance Brokerage July 2010 - Present
Arthur J. Gallagher & Co. February 2007 - December 2010
USI Insurance Services 2005 - 2007
Marsh & McLennan, Inc. February 1998 - January 2005
Skills
Employment Practices..., Professional Liability, D&O, Commercial Insurance, Reinsurance, Health Insurance, Underwriting, Insurance, Claim, Liability, Property & Casualty..., Workers Compensation, General Insurance, Casualty, Claims Management, Legal Liability, Commercial Lines, Umbrella Insurance
Education
Knox College
Turner Surety and Insurance Brokerage July 2010 - Present
Arthur J. Gallagher & Co. February 2007 - December 2010
USI Insurance Services 2005 - 2007
Marsh & McLennan, Inc. February 1998 - January 2005
Skills
Employment Practices..., Professional Liability, D&O, Commercial Insurance, Reinsurance, Health Insurance, Underwriting, Insurance, Claim, Liability, Property & Casualty..., Workers Compensation, General Insurance, Casualty, Claims Management, Legal Liability, Commercial Lines, Umbrella Insurance
Education
Knox College
Jessica Hinkle's USI Insurance Services Experience November 2013 - July 2015
Job Team Manager at Sykes Enterprises, Inc.
Industry Insurance
Experience
Sykes Enterprises, Inc. September 2015 - Present
Proud Mary Fashion DBA Proud Mary Vintage August 2012 - Present
USI Insurance Services November 2013 - July 2015
Worthy Insurance Group October 2012 - October 2013
Tyre Agency April 2011 - October 2012
Allstate CIC November 2007 - October 2010
U.S. Bank October 2006 - November 2007
2006AGLA July 2005 - September 2006
Skills
Customer Service, Leadership, Sales, Cross Selling, Umbrella Insurance, Workers Compensation, Problem Solving, Coaching, Critical Thinking, Social Media Marketing, Styling, Photoshoots, Digital Photography, E-commerce, Purchasing, Fashion Design, Blogging, Marketing
Education
Tallahassee Community College and Joliet Junior College 2004 — 2005
English
Palm Bay High School 2002 — 2003
Coatesville High School 1999 — 2002
Joliet Junior College
English
Sykes Enterprises, Inc. September 2015 - Present
Proud Mary Fashion DBA Proud Mary Vintage August 2012 - Present
USI Insurance Services November 2013 - July 2015
Worthy Insurance Group October 2012 - October 2013
Tyre Agency April 2011 - October 2012
Allstate CIC November 2007 - October 2010
U.S. Bank October 2006 - November 2007
2006AGLA July 2005 - September 2006
Skills
Customer Service, Leadership, Sales, Cross Selling, Umbrella Insurance, Workers Compensation, Problem Solving, Coaching, Critical Thinking, Social Media Marketing, Styling, Photoshoots, Digital Photography, E-commerce, Purchasing, Fashion Design, Blogging, Marketing
Education
Tallahassee Community College and Joliet Junior College 2004 — 2005
English
Palm Bay High School 2002 — 2003
Coatesville High School 1999 — 2002
Joliet Junior College
English
Leslie Helfer's USI Insurance Services Experience June 2013 - June 2015
Job Senior Account Manager
Industry Insurance
Experience
Insgroup, Inc. June 2015 - Present
USI Insurance Services June 2013 - June 2015
Insurance Associates of the Southwest, LLC April 2006 - June 2013
AJ Etheredge Co July 2004 - April 2006
Assurance One of Texas, LLC February 2003 - July 2004
Skills
Account Management, New Business Development, Sales Management, Customer Service, Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Casualty, Employment Practices..., D&O, Professional Liability, Brokers, Casualty Insurance
Education
Houston Community College
Insgroup, Inc. June 2015 - Present
USI Insurance Services June 2013 - June 2015
Insurance Associates of the Southwest, LLC April 2006 - June 2013
AJ Etheredge Co July 2004 - April 2006
Assurance One of Texas, LLC February 2003 - July 2004
Skills
Account Management, New Business Development, Sales Management, Customer Service, Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Casualty, Employment Practices..., D&O, Professional Liability, Brokers, Casualty Insurance
Education
Houston Community College
Adrian Ciarniello's USI Insurance Services Experience May 2000 - May 2007
Job Senior Vice President at Willis Group
Industry Insurance
Experience
Willis Group May 2007 - Present
USI Insurance Services May 2000 - May 2007
Skills
Property & Casualty..., Commercial Insurance, P&L Management, Operations Management, Process Improvement, Brokers, Insurance
Education
Keller Graduate School of Management of DeVry University 1989 — 1992
MBA
Northern Illinois University 1982 — 1986
BS, Marketing
Willis Group May 2007 - Present
USI Insurance Services May 2000 - May 2007
Skills
Property & Casualty..., Commercial Insurance, P&L Management, Operations Management, Process Improvement, Brokers, Insurance
Education
Keller Graduate School of Management of DeVry University 1989 — 1992
MBA
Northern Illinois University 1982 — 1986
BS, Marketing
Donald Chip Newman Jr. CPIA,RHU,CBA's USI Insurance Services Experience May 2014 - Present
Job USI Insurance
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 1991 - May 2014
Acordia, Inc June 1991 - January 2001
Skills
Underwriting, Financial Analysis, Insurance, Health Insurance, Risk Management, Real Estate, Investments, Program Management, Management, Loans, Nonprofits, Sales, Account Management, Life Insurance, Leadership, Executive Management, Strategic Planning, Employee Benefits, Finance, Marketing, Public Speaking, Team Building, Customer Service, New Business Development, Sales Management, Marketing Strategy, Relationship Management, Football
Education
Hanover College 1968 — 1972
Liberal Arts Studies
Hanover College
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 1991 - May 2014
Acordia, Inc June 1991 - January 2001
Skills
Underwriting, Financial Analysis, Insurance, Health Insurance, Risk Management, Real Estate, Investments, Program Management, Management, Loans, Nonprofits, Sales, Account Management, Life Insurance, Leadership, Executive Management, Strategic Planning, Employee Benefits, Finance, Marketing, Public Speaking, Team Building, Customer Service, New Business Development, Sales Management, Marketing Strategy, Relationship Management, Football
Education
Hanover College 1968 — 1972
Liberal Arts Studies
Hanover College
Natalie Kruser's USI Insurance Services Experience November 2011 - October 2013
Job Staff Accountant at Tighe, Kress & Orr
Industry Accounting
Experience
Tighe, Kress & Orr January 2014 - Present
USI Insurance Services November 2011 - October 2013
Equity Risk Partners July 2010 - November 2011
Skills
Microsoft Office, Customer Service, Accounting, Microsoft Word, Microsoft Excel, Payroll, Auditing, Brokers, Property & Casualty..., Insurance, Commercial Insurance
Education
Hillsdale College 2006 — 2010
Bachelor of Arts (B.A.), Music & German; minor in Business Administration
Judson University
Accounting
Judson University
Tighe, Kress & Orr January 2014 - Present
USI Insurance Services November 2011 - October 2013
Equity Risk Partners July 2010 - November 2011
Skills
Microsoft Office, Customer Service, Accounting, Microsoft Word, Microsoft Excel, Payroll, Auditing, Brokers, Property & Casualty..., Insurance, Commercial Insurance
Education
Hillsdale College 2006 — 2010
Bachelor of Arts (B.A.), Music & German; minor in Business Administration
Judson University
Accounting
Judson University
Rose Iskander's USI Insurance Services Experience July 2007 - January 2010
Job Contract Compliance Coordinator at BP
Industry Medical Practice
Experience
BP September 2012 - Present
HCA April 2011 - September 2012
USI Insurance Services July 2007 - January 2010
Skills
Insurance, Administrative..., Office Management, Employee Benefits, Employee Relations, Customer Service, Human Resources, Executive Support, Payroll, Benefits Administration, Office Administration, Healthcare, Operations Management, Leadership Development, Strategic Planning, Training, Time Management, Teamwork, Recruiting, Outlook, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Contract Management, Sales, Fun Loving, PowerPoint, Eye, Budgets
Education
Keiser University-Ft Lauderdale 2007 — 2011
Health Services Administration, Nuclear Medicine
BP September 2012 - Present
HCA April 2011 - September 2012
USI Insurance Services July 2007 - January 2010
Skills
Insurance, Administrative..., Office Management, Employee Benefits, Employee Relations, Customer Service, Human Resources, Executive Support, Payroll, Benefits Administration, Office Administration, Healthcare, Operations Management, Leadership Development, Strategic Planning, Training, Time Management, Teamwork, Recruiting, Outlook, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Contract Management, Sales, Fun Loving, PowerPoint, Eye, Budgets
Education
Keiser University-Ft Lauderdale 2007 — 2011
Health Services Administration, Nuclear Medicine
Nancy Messeck's USI Insurance Services Experience June 2001 - Present
Job Commercial Lines Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2001 - Present
Skills
Commercial Insurance, Insurance, Underwriting, Commercial Lines, Workers Compensation, Legal Liability, Umbrella Insurance, Casualty, Liability
Education
Lesley College
B.S., Early Childhood Education and Teaching
USI Insurance Services June 2001 - Present
Skills
Commercial Insurance, Insurance, Underwriting, Commercial Lines, Workers Compensation, Legal Liability, Umbrella Insurance, Casualty, Liability
Education
Lesley College
B.S., Early Childhood Education and Teaching
Michelle Jurado's USI Insurance Services Experience April 2015 - Present
Job Senior Graphic Designer at USI Insurance Services
Industry Graphic Design
Experience
USI Insurance Services April 2015 - Present
Crown Awards 2007 - Present
Freelance Work 2007 - Present
European Beauty Concepts August 2014 - February 2015
Stew Leonards 2004 - 2007
Stew Leonard's 1999 - 2004
Skills
Graphics, Art, Banners, Layout, Logo Design, Mac, Adobe Acrobat, Typography, Brochures, Illustrator, Photoshop, Adobe Creative Suite, Illustration, InDesign, Graphic Design, Art Direction, Corporate Identity, Branding & Identity, Concept Design, Packaging, Web Design, Social Media, Social Media Marketing, Marketing, Social Skills, Microsoft Office, Image Manipulation, Dreamweaver, QuarkXPress
Education
Westchester Community College 2014 — 2014
HTML5, CSS3
SUNY Purchase 2003 — 2005
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Iona College 2000 — 2003
Psychology
Saunders Trade & Tech 1997 — 2000
H.S. Diploma, Architecture/ Construction Facilities Management
USI Insurance Services April 2015 - Present
Crown Awards 2007 - Present
Freelance Work 2007 - Present
European Beauty Concepts August 2014 - February 2015
Stew Leonards 2004 - 2007
Stew Leonard's 1999 - 2004
Skills
Graphics, Art, Banners, Layout, Logo Design, Mac, Adobe Acrobat, Typography, Brochures, Illustrator, Photoshop, Adobe Creative Suite, Illustration, InDesign, Graphic Design, Art Direction, Corporate Identity, Branding & Identity, Concept Design, Packaging, Web Design, Social Media, Social Media Marketing, Marketing, Social Skills, Microsoft Office, Image Manipulation, Dreamweaver, QuarkXPress
Education
Westchester Community College 2014 — 2014
HTML5, CSS3
SUNY Purchase 2003 — 2005
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Iona College 2000 — 2003
Psychology
Saunders Trade & Tech 1997 — 2000
H.S. Diploma, Architecture/ Construction Facilities Management
John Marley's USI Insurance Services Experience October 2012 - January 2013
Job Client Account Electronic Biller Assistant at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Financial Services
Experience
Jackson Lewis P.C. September 2014 - December 2014
Broadview Networks June 2014 - August 2014
AIG May 2013 - December 2013
USI Insurance Services October 2012 - January 2013
The Guardian Life Insurance Company of America July 2012 - August 2012
Presidential Life June 2010 - August 2010
Skills
Insurance, Finance, Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Claim, Time Management, Leadership
Education
Le Moyne College 2007 — 2011
BS, Double Major in Finance and Business Analytics
Nyack High School
Jackson Lewis P.C. September 2014 - December 2014
Broadview Networks June 2014 - August 2014
AIG May 2013 - December 2013
USI Insurance Services October 2012 - January 2013
The Guardian Life Insurance Company of America July 2012 - August 2012
Presidential Life June 2010 - August 2010
Skills
Insurance, Finance, Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Claim, Time Management, Leadership
Education
Le Moyne College 2007 — 2011
BS, Double Major in Finance and Business Analytics
Nyack High School
Brenda Spurling's USI Insurance Services Experience July 2014 - Present
Job Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2014 - Present
Cross Insurance December 1993 - July 2014
Patrons Oxford Insurance Co. January 2003 - February 2004
Desmond & Payne 1993 - 1996
Skills
Property & Casualty..., Casualty, General Insurance, Underwriting, Legal Liability, Professional Liability, Claim, Brokers, Inland Marine, D&O, Employment Practices..., Sales, Risk Management, Insurance, Liability, Umbrella Insurance, Workers Compensation, Commercial Insurance, Customer Service, Life Insurance, Homeowners, Health Insurance, Employee Benefits
Education
Husson University 1996 — 2000
Bachelor's degree, Accounting and Business/Management
Husson University
Bachelor's degree, Accounting
USI Insurance Services July 2014 - Present
Cross Insurance December 1993 - July 2014
Patrons Oxford Insurance Co. January 2003 - February 2004
Desmond & Payne 1993 - 1996
Skills
Property & Casualty..., Casualty, General Insurance, Underwriting, Legal Liability, Professional Liability, Claim, Brokers, Inland Marine, D&O, Employment Practices..., Sales, Risk Management, Insurance, Liability, Umbrella Insurance, Workers Compensation, Commercial Insurance, Customer Service, Life Insurance, Homeowners, Health Insurance, Employee Benefits
Education
Husson University 1996 — 2000
Bachelor's degree, Accounting and Business/Management
Husson University
Bachelor's degree, Accounting
Robert Weigel's USI Insurance Services Experience 2011 - Present
Job agent at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services 2011 - Present
Weigel-Ross insurance agency, owner 1982 - 2011
Education
Kent State University 1967 — 1970
bachlor of science, geology
St. Joseph High School in Cleveland 1961 — 1965
USI Insurance Services 2011 - Present
Weigel-Ross insurance agency, owner 1982 - 2011
Education
Kent State University 1967 — 1970
bachlor of science, geology
St. Joseph High School in Cleveland 1961 — 1965
Marian Ramnarine's USI Insurance Services Experience February 2011 - Present
Job Assistant Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2011 - Present
Education
Lewis University 2009 — 2011
BS, Business Management
William Paterson University of New Jersey
USI Insurance Services February 2011 - Present
Education
Lewis University 2009 — 2011
BS, Business Management
William Paterson University of New Jersey
Jim Kiracofe's USI Insurance Services Experience September 2011 - December 2013
Job Account Executive Landerslewis Insurance Agency
Industry Insurance
Experience
Landers-Lewis Insurance Agency December 2013 - Present
USI Insurance Services September 2011 - December 2013
Skills
Commercial Insurance, Microsoft Excel, Business Analysis, Strategic Financial..., Team Building, Microsoft Word, Business Strategy, Property & Casualty..., Insurance, General Insurance, Liability, Underwriting, Casualty, Legal Liability, Health Insurance, Claim, Professional Liability, Workers Compensation, Brokers, Commercial Lines, Umbrella Insurance
Education
Kent State University
Master's Degree, Psychology / Educational Counseling
Youngstown State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Landers-Lewis Insurance Agency December 2013 - Present
USI Insurance Services September 2011 - December 2013
Skills
Commercial Insurance, Microsoft Excel, Business Analysis, Strategic Financial..., Team Building, Microsoft Word, Business Strategy, Property & Casualty..., Insurance, General Insurance, Liability, Underwriting, Casualty, Legal Liability, Health Insurance, Claim, Professional Liability, Workers Compensation, Brokers, Commercial Lines, Umbrella Insurance
Education
Kent State University
Master's Degree, Psychology / Educational Counseling
Youngstown State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Amanda LaBelle's USI Insurance Services Experience January 2003 - Present
Job Customer Service Agent at USI Insurance Services
Industry Insurance
Experience
TD INSURANCE, INC./USI Insurance services llc – May 2011 - Present
USI Insurance Services January 2003 - Present
TD INSURANCE, INC July 2006 - May 2011
TD INSURANCE, INC July 2003 - July 2006
Education
Kaplan University-Maine Campus 2011 — 2013
Associate's degree, Paralegal Studies
Biddeford High School 1998 — 2002
TD INSURANCE, INC./USI Insurance services llc – May 2011 - Present
USI Insurance Services January 2003 - Present
TD INSURANCE, INC July 2006 - May 2011
TD INSURANCE, INC July 2003 - July 2006
Education
Kaplan University-Maine Campus 2011 — 2013
Associate's degree, Paralegal Studies
Biddeford High School 1998 — 2002
Renee Hankel's USI Insurance Services Experience May 2014 - March 2015
Job District Office Coordinator at SherwinWilliams
Industry Executive Office
Experience
Sherwin-Williams March 2015 - Present
USI Insurance Services May 2014 - March 2015
Wells Fargo Insurance Services March 2010 - May 2014
IHC Health Solutions March 2005 - March 2010
Boise State University August 2003 - March 2005
State of Idaho - Vocational Rehabilitation August 2002 - April 2003
Skills
Employee Benefits, Health Insurance, Insurance
Education
University of Idaho 2001 — 2003
Vocational Rehabilitation Counseling/Counselor, 3.8
Lewis-Clark State College 2000 — 2001
Bachelor's degree, Communications & Psychology, 4.0
North Idaho College 1996 — 2000
Associate's degree, Communications, 3.8
Sherwin-Williams March 2015 - Present
USI Insurance Services May 2014 - March 2015
Wells Fargo Insurance Services March 2010 - May 2014
IHC Health Solutions March 2005 - March 2010
Boise State University August 2003 - March 2005
State of Idaho - Vocational Rehabilitation August 2002 - April 2003
Skills
Employee Benefits, Health Insurance, Insurance
Education
University of Idaho 2001 — 2003
Vocational Rehabilitation Counseling/Counselor, 3.8
Lewis-Clark State College 2000 — 2001
Bachelor's degree, Communications & Psychology, 4.0
North Idaho College 1996 — 2000
Associate's degree, Communications, 3.8
Lisa O'Neil, CISR's USI Insurance Services Experience August 1998 - Present
Job Assistant Vice President,SelfInsured Workers' Compensation Underwriting Manager/Administrator at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 1998 - Present
AMS Services 1996 - 1998
Dowd Insurance Agency 1990 - 1996
Skills
Underwriting, Workers Compensation, Commercial Insurance, Peachtree, Microsoft Applications, Licensed Property &..., Epic Agency Management..., ATS Claims System, Sagitta
Education
Holyoke Community College
Associate of Science (A.S.), Business Administration
USI Insurance Services August 1998 - Present
AMS Services 1996 - 1998
Dowd Insurance Agency 1990 - 1996
Skills
Underwriting, Workers Compensation, Commercial Insurance, Peachtree, Microsoft Applications, Licensed Property &..., Epic Agency Management..., ATS Claims System, Sagitta
Education
Holyoke Community College
Associate of Science (A.S.), Business Administration
Shari Kletz's USI Insurance Services Experience 2011 - Present
Job Certified Public Accountant
Industry Insurance
Experience
USI Insurance Services 2011 - Present
DeVry University March 2009 - March 2011
Enterprise Rent-A-Car June 2006 - March 2009
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master's degree, Accounting and Finance
SUNY Brockport 2004 — 2006
Bachelor's degree, Business Administration and Management, General
USI Insurance Services 2011 - Present
DeVry University March 2009 - March 2011
Enterprise Rent-A-Car June 2006 - March 2009
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master's degree, Accounting and Finance
SUNY Brockport 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Laura Mussari's USI Insurance Services Experience November 2014 - Present
Job Assistant Client Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2014 - Present
Willis October 2013 - November 2014
V3 Insurance Partners 2011 - 2012
Odell Studner September 2008 - September 2010
Lyons Companies May 2007 - September 2008
ACE Group September 2006 - May 2007
USI Insurance Services July 2002 - July 2003
CIGNA International February 1996 - January 2001
Skills
Employee Benefits, Insurance, Commercial Insurance, Underwriting, Property & Casualty..., General Insurance, Commercial Lines, Professional Liability, Casualty, Legal Liability, Customer Service, Health Insurance, Microsoft Office, Liability, Workers Compensation, Brokers
Education
Rosemont College 1996 — 1998
Bachelor's degree, Business Administration and Management, General
Indiana University of Pennsylvania 1990 — 1993
Criminology
USI Insurance Services November 2014 - Present
Willis October 2013 - November 2014
V3 Insurance Partners 2011 - 2012
Odell Studner September 2008 - September 2010
Lyons Companies May 2007 - September 2008
ACE Group September 2006 - May 2007
USI Insurance Services July 2002 - July 2003
CIGNA International February 1996 - January 2001
Skills
Employee Benefits, Insurance, Commercial Insurance, Underwriting, Property & Casualty..., General Insurance, Commercial Lines, Professional Liability, Casualty, Legal Liability, Customer Service, Health Insurance, Microsoft Office, Liability, Workers Compensation, Brokers
Education
Rosemont College 1996 — 1998
Bachelor's degree, Business Administration and Management, General
Indiana University of Pennsylvania 1990 — 1993
Criminology
Tom Kaylor, CSP, CFPS's USI Insurance Services Experience Senior Risk Control ConsultantUSI Insurance ServicesMay 2014 - Present
Job Senior Risk Control Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services Senior Risk Control ConsultantUSI Insurance ServicesMay 2014 - Present
Wells Fargo Insurance Services April 2002 - April 2014
Chubb Group of Insurance Companies February 1981 - March 2002
Education
Indiana University of Pennsylvania 1976 — 1980
Bachelor of Science, Environmental Health
USI Insurance Services Senior Risk Control ConsultantUSI Insurance ServicesMay 2014 - Present
Wells Fargo Insurance Services April 2002 - April 2014
Chubb Group of Insurance Companies February 1981 - March 2002
Education
Indiana University of Pennsylvania 1976 — 1980
Bachelor of Science, Environmental Health
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY