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.
USI Insurance Services Salaries. You can even request information on how much does USI Insurance Services pay if you want to. Learn about salaries, pros and cons of working for USI Insurance Services directly from the past employees.
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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
Louis Dreyfus Commodities February 2015 - Present
Pantaenius GmbH & Co. KG August 2013 - January 2015
Hickory & Tweed Ski and Bike Shop November 2012 - August 2013
USI Insurance Services April 2012 - November 2012
USI Insurance Services September 2011 - April 2012
First Investors Corporation May 2011 - September 2011
Mario J. Gabelli School of Business January 2011 - May 2011
Roger Williams Men's Rugby Club August 2010 - May 2011
Roger Williams University May 2010 - May 2011
Northwestern Mutual Financial Network May 2010 - May 2011
Skills
Data Analysis, Excel, Microsoft CRM, SAP, Operations, Personal Finance, Access, VBA, HTML, Word, PowerPoint, Training & Development, Customer Relations, Business Analysis, Market Research, Operational Efficiency, Critical Thinking
Education
State University of New York Maritime College 2013 — 2014
Master's Degree, International Transportation Management
Roger Williams University 2007 — 2011
BA, Finance, Mathematics, 3.3
Horace Greeley High School
New York State Regents Diploma
Arthur J. Gallagher & Co. February 2015 - Present
USI Consulting Group September 2013 - January 2015
USI Insurance Services September 2012 - September 2013
USI Insurance Services June 2012 - September 2012
KLM June 2011 - June 2012
Skills
VBA, Visual C++, Microsoft Office, R Statistics, Financial Analysis, Microsoft Excel, Accounts Receivable, Insurance, PowerPoint, Microsoft Word, Account Reconciliation, Data Analysis, Financial Accounting, Employee Benefits, Analysis, Access, Management, Underwriting, Sales, Risk Management, Health Insurance, Finance, Customer Service, Leadership
Education
Penn State University 2006 — 2010
B.S., Actuarial Science
Salzberg Insurance Agency August 2014 - Present
USI Insurance Services June 2013 - April 2014
State Farm Insurance November 2011 - May 2013
Hiscox 2010 - 2011
Hiscox 2010 - 2011
Skills
Property & Casualty..., Life Insurance, Manage Client..., Problem Solving, Sales Management, Training, People-oriented, Sales, Sagitta, ImageRight, Insurance Brokerage, Independent Thinking, Multi Tasking, Marketing, Team Leadership, Team-oriented, Insurance
Education
Saint Leo University 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Tidewater Community College 2005 — 2007
General Studies
ADP April 2012 - Present
The Employee Management Team September 2011 - April 2012
ContinuumHR September 2009 - September 2011
EvolveHR September 2006 - October 2009
Fortune Business Solutions 2004 - 2006
USI Insurance Services 2002 - 2003
Oasis Outsourcing 1996 - 2002
Skills
Financial Accounting, Sales Management, Employee Benefits, Benefits Administration, Start-ups, ADP Payroll, Entrepreneurship, Human Resources, Employee Relations, Performance Management, HRIS, Workers Compensation, Payroll, Organizational..., Leadership Development, Recruiting, HR Consulting, Strategic Planning, Coaching, Temporary Placement, Talent Management, Team Building, Public Sector, Healthcare, Healthcare Consulting, Speed of Trust, Executive Management, Workforce Planning, Process Improvement, Hiring, Training, Deferred Compensation, Succession Planning, PeopleSoft, Employee Training, HRO, FMLA, 401k, BPO, Consulting, Sales Process, Applicant Tracking..., Management, Personnel Management, Employee Engagement, Talent Acquisition, Change Management, Business Planning, Outsourcing, Leadership
Education
Rider University 1977 — 1981
BS Commerce, Accounting
St Pius X High School 1973 — 1977
College Prep, Accounting
USI Insurance Services April 2011 - Present
Michaels & Associates August 2009 - April 2011
First Reliance Standard Life Insurance Company January 2008 - August 2009
Goldman Sachs and Company 2002 - 2007
Skills
Employee Benefits, Health Savings Accounts, Flexible Spending..., Health Insurance, Group Life and..., Dental Insurance, Self-Funded Medical..., Corporate Wellness, Business Relationship..., Account Management, Brokers
Education
Sacred Heart University 1998 — 2002
B.S., Finance and Business Administration with concentration in Management
Queen of Peace 1994 — 1998
USI Insurance Services March 2014 - Present
Centene Corporation January 2012 - February 2014
Chiquita June 2010 - June 2011
Ministerio de Educacion de Honduras February 1999 - August 2007
Skills
Human Resources, Employee Benefits, Insurance, Employee Relations, Performance Management, Benefits Administration, HRIS, Hiring, Onboarding, Workers Compensation, Customer Service
Education
Nova Southeastern University 2009 — 2011
Master's degree, Human Resources Management/Personnel Administration, General
Universidad Nacional Autónoma de Honduras 1992 — 1998
Bachelor of Laws (LLB), Labor Law
CyrusOne February 2014 - January 2015
University of North Texas September 2013 - December 2013
USI Insurance Services June 2013 - August 2013
University of North Texas January 2013 - May 2013
Afrah Mediterranean Restaurant and Pastries July 2010 - July 2011
Macy's July 2010 - May 2011
Skills
Casualty, Commercial Lines, CPCU, Liability Analysis, Enterprise Risk..., CIC, Teamwork, Leadership, Access, Sales, Outlook, Data Analysis, Risk Management
Education
University of North Texas 2011 — 2013
BBA, Risk Management and Insurance
Richland College 2006 — 2010
Associate of Applied Science (A.A.S), Business Administration
Hester, Heitel and Assoc.,Inc. March 2015 - Present
USI Insurance Services July 2014 - March 2015
The Arizona Group December 2012 - September 2014
Lovitt & Touche, Inc. October 2012 - December 2012
Insurance Advantage Group April 2012 - September 2012
The Leona Group, LLC January 2008 - April 2012
Aon Risk Services 2005 - 2007
Arthur J Gallagher 2005 - 2007
Libery Mutual 2003 - 2005
Skills
PowerPoint, Outlook, Microsoft Office, Commercial Insurance, Insurance, Commercial Lines, Property & Casualty..., Casualty, Workers Compensation, General Insurance, Personal Lines Auto, Personal Life, Risk Management, Umbrella Insurance, Professional Liability, Liability, Employment Practices..., D&O, Inland Marine, Excess, Brokers, Casualty Insurance, Claim, Customer Service, D, Legal Liability, Underwriting
Education
Rio Salado College 2012 — 2014
Associate of Science (A.S.), Quality Customer Service, 3.0
The National Alliance for Insurance Education 2003 — 2009
None, Risk Management
Lakeville Senior High School 1980 — 1982
High School, General Education
Kaplan University
USI Insurance Services July 2013 - Present
Cohen-Seltzer, Inc. 2006 - July 2013
Cohen-Seltzer, Inc. 1983 - 2006
Lloyd's of London 1982 - 1983
Commercial Union Insurance Company 1981 - 1982
Skills
Employment Practices..., Professional Liability, D&O, Property & Casualty..., Claims Management, Legal Liability, Commercial Insurance, Casualty, Liability, Workers Compensation, General Insurance, Insurance, Underwriting, Risk Management, Brokers, Claim, Commercial Lines, Marketing, Umbrella Insurance, Casualty Insurance
Education
Philadelphia University 1977 — 1981
Bachelors Degree, Business Management
My Health Pass August 2014 - Present
The Broadleaf Group February 2014 - August 2014
Perdomo Properties June 2013 - January 2014
USI Insurance Services 2011 - 2012
Skills
Microsoft Office, Adobe Creative Suite, InDesign, Illustrator, Photoshop, PowerPoint, Logo Design, Microsoft Excel, Brochures, Newsletters, Presentations, Photography, Flyers, Business Cards, Posters, Corporate Identity, Layout, Stationery, Typography, OS X, Graphic Design, Web Design
Education
Sam Houston State University 2005 — 2010
Bachelor of Fine Arts (BFA), Advertising and Graphic Design
USI Insurance Services February 2010 - Present
Mid American Group June 2005 - January 2010
Standard Insurance Company June 2001 - June 2005
Skills
Group Benefits, Employee Benefits, Employee Benefit Plan..., Benefits Administration, Benefits Design, Benefits Strategy, Benefits Negotiation, Benefits, Health Insurance, Dental Insurance, Long Term Care, Disability Insurance, Term Life Insurance, Voluntary Benefits, HR Solutions, Insurance, Health Savings Accounts, Long-term Care, HRIS, Strategy, CRM, COBRA, Brokers, Life Insurance, Leadership, Human Resources
Education
Portland State University 1997 — 2001
Bachelor's, Business, Economics
Carmel High School
McGladrey July 2013 - Present
Dixon Hughes Goodman LLP January 2011 - May 2013
USI Insurance Services 2010 - 2010
Wall, Einhorn & Chernitzer, P.C. 2010 - 2010
Skills
ProSystem fx Tax, CPA, GAAP, Auditing, Partnership Taxation, Financial Reporting, External Audit, Tax Research, Assurance, OMB Circular A-133, FIN 48, C-Corp, Partnership Tax Returns, Foreign Tax Credit, Control Testing, Yellow Book, Group Financial..., Consolidated Reporting, PCAOB standards, Acquistions, SEC, Corporate Tax, Internal Controls, Financial Accounting
Education
Old Dominion University 2009 — 2010
Bachelor of Science (BS), Accounting
Warsaw School of Economics 2002 — 2006
Master of Science (MS), Finance & Banking
Liceum im. J I Kraszewaskiego
NORCAL Mutual Insurance Company June 2014 - Present
Momentous Insurance Brokerage, Inc. 2010 - 2013
USI Insurance Services 2004 - 2010
Zurich North America 2000 - July 2004
Balboa Capital/Countrywide 2004 - 2004
Arthur J. Gallagher & Co. 1998 - 2000
Fireman's Fund Insurance Company 1995 - 1998
Cigna Property & Casualty 1990 - 1995
Allianz Insurance 1989 - 1990
Skills
Claim, Liability, Casualty, Property & Casualty..., Professional Liability, Commercial Insurance, Product Liability, Workers' Compensation..., Risk Management, Subrogation, Claims Management, Claims Investigations, Insurance Brokerage, Environmental Insurance, Claim Litigation, Insurance Coverage, General Liability...
Education
San Francisco State University
B.A. Psychology
USI Insurance Services September 2014 - Present
Constitution Advisory Group July 2010 - August 2014
Savino, Sturrock & Sullivan February 2006 - July 2010
RC Knox and Company, Inc. January 1996 - January 2006
Skills
Employee Benefits, Health Care Reform, Underwriting, Benefits Administration, Health Savings Accounts
Education
Providence College 1986 — 1990
B.A., Political Science
Arive Homes July 2014 - Present
USI Insurance Services January 2013 - July 2014
Liberty Mutual Insurance August 2006 - January 2013
Liberty Mutual Insurance August 2006 - January 2013
Prudential Financial, Beneficial Financial Group March 2005 - August 2006
Christley Agency August 2004 - August 2006
T-Mobile USA Inc August 2004 - March 2005
Verizon Wireless October 1997 - August 2004
Verizon Wireless Denver January 1997 - August 2004
Skills
Program Management, Insurance, Wireless, Sales, Sales Management, Spanish-speaking, Sales Process, Leadership, Cross-functional Team..., Property & Casualty..., Life Insurance, Business Development, Marketing, Cold Calling, Customer Retention, Lead Generation, Finance, New Business Development, Strategic Partnerships, CRM, Account Management, Mobile Devices, Small Business, Sales Presentations, Budgets, Analysis, Management, Training, B2B, Sales Operations, Selling
Education
Southern New Hampshire University 2011 — 2013
Bachelors of Science, Organizational Leadership, 3.75
Regis University 1998 — 2000
University of Wyoming August 2008 - Present
The University of Arizona September 2003 - May 2008
USI Insurance Services January 2000 - May 2002
University of Arizona August 1998 - May 2000
Skills
Rhetoric, Composition, Video Games, Rhetorical Analysis, Visual Rhetoric, Digital Media, Digital Humanities, Databases, Technical Writing, Teaching, University Teaching, Academic Writing, Literary Theory, Research, Student Development, Academic Advising, Editing, College Teaching, Literature, Creative Writing, Higher Education, Pedagogy, Distance Learning, Teaching Writing, Magicians, Marmoset, Master Scuba Diver, Monarch, Oligonucleotide..., Wainscoting, Data Wrangling
Education
University of Arizona 2003 — 2008
Doctor of Philosophy (PhD), Rhetoric, Composition, and the Teaching of English (RCTE)
Univeristy of Arizona 1998 — 2000
Master of Fine Arts (MFA), Poetry
Pacific Lutheran University 1991 — 1996
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
USI Insurance Services November 1978 - Present
El Paso Independent School District September 1974 - May 1977
Skills
Licensed Property &..., Risk Management, New Business Development, Insurance, Sales, Property & Casualty..., Health Insurance, Program Management, Commercial Insurance, Workers Compensation, Professional Liability, Marketing, Life Insurance, Public Speaking, Liability, Casualty Insurance
Education
The University of Texas at El Paso 1971 — 1974
Bachelor of Education (B.Ed.), Secondary Education and Teaching
Ranger College 1969 — 1971
Associate's degree, General Studies
USI Insurance Services January 2007 - Present
Skills
Commercial Insurance, Umbrella Insurance, Employee Benefits, Underwriting, Workers Compensation, Casualty, Property & Casualty..., Brokers, Insurance, Professional Liability, Health Insurance, Account Management, Disability Insurance, General Insurance
Education
Pace University
Westchester Community College
USI Insurance Services 2012 - Present
Delta Career Education Corporation 2010 - 2012
Delta Career Education Corporation 2007 - 2010
Education
Old Dominion University
Bachelor of Arts (B.A.), History/Asian Studies
USI Insurance Services March 2014 - Present
hhgregg August 2012 - March 2014
Audiostrobelight LLC May 2008 - June 2012
Coastal Edge Surf Shop May 2007 - November 2007
Right On! Band May 2006 - February 2007
Skills
Live Audio, Audio Engineering, Studio Recording, Protool, Customer Service, Warehousing, Creative Merchandising, Inventory Analysis, Promotions, Social Media Marketing, Music Industry, Music Production, Music Theory, Microsoft Office, HTML, Web Design, WordPress, Logistics, Small Business..., Small Business Marketing, Tour Booking, Talent Booking, Booking Shows
Education
Old Dominion University 2007 — 2013
Bachelor's, Interdisciplinary Studies; Music Business and Production
USI Insurance Services November 2011 - Present
Buff Head Enterprises, Inc. June 2009 - November 2011
Skills
Employee Benefits, Health Insurance, Financial Analysis, Business Analysis
Education
Providence College 2008 — 2009
Master of Business Administration (M.B.A.)
Providence College 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
KPMG US August 2015 - Present
Dixon Hughes Goodman LLP January 2015 - August 2015
USI Insurance Services March 2014 - December 2014
Old Dominion University December 2011 - December 2013
KPMG May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, MS Access, MS Visio, MS Project, IDEA Data Analysis..., ACL Data Analysis..., SQL
Education
Old Dominion University 2014 — 2015
Master's of Science, Accounting
Old Dominion University - College of Business and Public Administration 2009 — 2013
BS in Business Administration, Economics & Accounting & Business Analytics & International Business
USI Insurance Services June 1976 - Present
Skills
Insurance, Risk Management, Surety Bonds, Professional Liability
Education
Roanoke College 1967 — 1971
Bachelor's Degree, Psychology
Roanoke College 1967 — 1971
Bachelor of Arts (BA), Psychology and Business
Univest Insurance, Inc. December 2014 - Present
Lacher & Associates July 2013 - December 2014
USI Insurance Services February 2004 - July 2013
Bank of America 1998 - 2004
Oxford Health Plans 1996 - 1998
US Healthcare 1994 - 1996
Skills
Insurance, Health Insurance, Employee Benefits, Strategic Planning, Marketing Strategy, New Business Development, Leadership, Financial Analysis, Customer Service, Management, Health Savings Accounts, Benefits Administration, Disability Insurance, Managed Care, Brokers, Commercial Insurance, Workers Compensation, Underwriting, Property & Casualty..., Long-term Care, Professional Liability, Life Insurance, COBRA, Health Care Reform, Term Life Insurance, Medicare, Claim, 401k, Accident, Fixed Annuities, Legal Liability, Reinsurance, Umbrella Insurance, Casualty, Employment Practices..., Insurance Brokerage, Commercial Lines, Retirement, Whole Life, D&O, Captives, Liability, General Insurance, ERISA, Claims Management, Long Term Care Insurance, Risk Management, Retirement Planning, Defined Benefit, Health Policy
Education
Saint Joseph's University 1989 — 1993
BS, Criminal Justice, Labor Law
The American College 2013 — 2014
Certificate in Healthcare Reform Studies, Chartered Healthcare Consultant (ChHC)
USI Insurance Services September 2014 - Present
Verisk Health March 2014 - August 2014
Verisk Health September 2012 - March 2014
Springwell, Inc. June 2009 - September 2011
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.)
Watertown High School 2004 — 2008
High School Diploma
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services July 2002 - May 2014
Skills
Employee Benefits, Underwriting, Insurance, Risk Management, Strategic Planning, Health Insurance, Customer Service, Life Insurance, Disability Insurance, Leadership, Benefits Administration, Relationship Management, HRIS, Workers Compensation, Banking, Credit, Employee Relations, Health Savings Accounts, Loans, Brokers, COBRA, FMLA, Property & Casualty..., Term Life Insurance, Claim, Commercial Insurance, Long-term Care, Medicare, Fixed Annuities, General Insurance
Education
Old Dominion University 1989 — 1995
Bachelor of Business Administration (BBA), Human Resources Management and Services
Aronson Insurance February 2015 - Present
G&N Insurance November 2014 - February 2015
Lukatsky Insurance/New England Insurance Group March 2014 - November 2014
Strategic Insurance Solutions December 2012 - February 2014
USI Insurance Services October 1997 - June 2012
Park Village West Coop Assoc. 1994 - 2006
NorthStar Insurance Services, Inc 1994 - 1997
Corcoran & Havlin Insurance Group 1989 - 1994
Chickering Insurance Agency 1986 - 1989
Eastern Casualty Ins. Co./A.I.M. Insurance Agency 1981 - 1986
Skills
D&O, Employment Practices..., Professional Liability, Commercial Lines, Legal Liability, Casualty, Umbrella Insurance, Certified Insurance..., Inland Marine, Underwriting, Workers Compensation, Property & Casualty..., Licensed Property &..., Excess, Brokers, Health Savings Accounts, Casualty Insurance, Commercial Insurance, Life Insurance
Education
Quinsigamond Community College 1977 — 1979
Associate's Degree, Early Childhood Education and Teaching
Framingham South High School
High School Diploma
CBIZ September 2015 - Present
Alliant Insurance Services October 2012 - September 2015
USI Insurance Services July 2011 - October 2012
Gallagher Benefit Services, Inc. June 2006 - July 2011
Herbert L. Jamison & Co. LLC February 2005 - June 2006
Entrust Benefit Solutions August 2003 - February 2005
Hugh Wood Inc. 2000 - 2003
Prudential Healthcare 1997 - 2000
Unemployment Cost Control 1989 - 1990
Skills
Employee Benefits, Insurance, Health Insurance, Benefits, Customer Service, Employee Benefits,..., Client Services,..., Sales, Open Enrollment, Flexible Spending..., Cafeteria Plans, Section 125 Plans, High Deductible Health..., Voluntary Employee..., Benefit Communication, Online Enrollment, ADP HRB, ADP E-Time, Leave of Absence..., SPDs, Benefit Plan..., Plan Compliance, Form 5500, Form 5500 preparation, Appeals, Girl Scout Leader, Benefits Administration, Group Medical, Brokers, Disability Insurance, Health Savings Accounts, Term Life Insurance, Underwriting, 401k, Self-funded, Property & Casualty..., COBRA, Group Insurance, Health Care Reform, Insurance Brokerage, Employee Wellness..., ERISA, Accident, Long-term Care, Professional Liability, Commercial Insurance, Medicare, HMO, PPO, Reinsurance
Education
College of Insurance 2000 — 2001
Professional Licensing:, Life, Health, Property & Casualty
St. Peter's College 1982 — 1986
Bayonne High School
Hays Companies October 2012 - Present
USI Insurance Services September 2009 - October 2012
Aon 2006 - 2009
Arthur J. Gallagher & Co. 2003 - 2006
Near North Insurance Brokerage 1997 - 2003
Trade Insurance Services, Inc. (former subsidiary of Intercargo Corporation) 1991 - 1997
Skills
Risk Management, Commercial Insurance, Brokers, Casualty, Insurance, Legal Liability, Property & Casualty..., Professional Liability, Liability, Employment Practices..., Workers Compensation, General Insurance, D&O, Underwriting, Commercial Lines, Account Management, Claims Management, Umbrella Insurance, Inland Marine, Claim, Reinsurance, Casualty Insurance
Education
Purdue University 1987 — 1991
B.A., Liberal Arts
USI Insurance Services March 2009 - Present
Liberty Mutual Insurance March 1986 - February 2009
Education
Rutgers University 1998 — 2002
MBA, Finance
Penn State University 1981 — 1986
Accounting & Admin of Justice, Accounting and Criminal Justice
bluebird bio June 2014 - Present
Boston Children's Hospital January 2013 - June 2014
Massachusetts General Hospital September 2012 - November 2012
Mass Audubon June 2011 - August 2012
USI Insurance Services June 2008 - December 2010
Radio Coffeehouse September 2008 - August 2010
Skills
Cell Culture, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Library Databases, CPR/First Aid/AED, PowerPoint, Teaching, PCR, French, GraphPad Prism, ELISA, ELISPOT, Luminex, Western Blotting
Education
Roger Williams University 2008 — 2012
Bachelor of Science (B.S.), Marine Biology and French Language
Milton High School 2004 — 2008
Alliant Employee Benefits Group Jan. 2011 April 2012 - Present
City Underwriting Agency, Inc. May 2010 - March 2012
USI Insurance Services October 2004 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Insurance
Education
State University of New York Empire State College 1981 — 2000
Bachelor of Science (BS), Business Administration, Management and Operations
Queens College
Bachelor's degree, Social Work
USI Insurance Services July 2007 - October 2013
J&J Temporary Services April 2007 - July 2007
NJ Manufacturer's Insurance Group October 2002 - March 2007
Skills
Data Entry and..., Receptionist Duties, Clerical Skills, Customer Service, Organization, Reading, Creative Writing
Education
Rider University 1994 — 1998
Bachelor of Arts, Elementary Education/Spanish
USI Insurance Services April 2015 - Present
Tidewater Finance Company October 2013 - July 2014
Snowshoe Mountain December 2012 - March 2013
Gold Key Resorts May 2011 - November 2012
GEICO March 2004 - May 2007
Joe's Crab Shack 2002 - 2004
Skills
Coaching, Customer Service, Team Building, Customer Satisfaction, Microsoft Office, Recruiting, Time Management, Food & Beverage, Team Leadership, Employee Training, Leadership Development, Human Resources, Leadership, Management, Training, Social Networking, Brazilian Portuguese, Fitness Training, Cooking, International Business, Customer Retention, Insurance, Organizational Behavior, Quality Assurance, Telephone Skills, Saute, Grill, Asian Cuisine, Online Research, Employee Wellness, Deferred Compensation, Compensation, Training & Development, Able To Multi-task, Organizing, Team Motivator, Accounts Payable, Account Reconciliation
Education
Old Dominion University 2014 — 2016
Bachelor's Degree, Accounting and Risk Management
Old Dominion University 2008 — 2011
Bachelor of Science, Business Administration; Management
Tidewater Community College
Associate in Science, Business Administration
USI Insurance Services June 2013 - Present
Amica Mutual Insurance July 2007 - April 2013
Rhode Island College September 2005 - December 2006
Skills
Property & Casualty..., Business, Communication Skills, Organization &..., Flexible approach to..., Dedication to work, Sales, Insurance, General Insurance, Microsoft Office
Education
Rhode Island College 2006 — 2013
Bachelor's degree, Business Administration and Management, General
USI Insurance Services January 2013 - Present
Rummel Insurance Agency July 2012 - January 2013
Travelers May 2011 - July 2012
The Hanover Insurance Group June 2008 - May 2011
Accident Fund Insurance Company of America June 2007 - August 2007
Skills
Risk Management, Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, Workers Compensation, Mergers and..., Due Diligence, Portfolio Management, Financial Risk Analysis, Executive Risk-D&O
Education
Olivet College 2006 — 2008
Bachelors, Insurance and Risk Management
Lansing Catholic
Okeefe Landscaping and Irrigation March 2010 - Present
Comcast March 2008 - June 2008
USI Insurance Services March 2007 - July 2007
Skills
Customer Service, Sales, Finance, Construction, Carpentry, Cooking, Catering, Landscaping
Education
Southern NH University 2010 — 2012
Bachelor of Science, Business Management
Plymouth State University 2001 — 2004
Brown & Brown Insurance March 2005 - Present
Trustway Insurance / Asset America Insurance August 2003 - March 2004
USI Insurance Services August 1987 - August 2003
Skills
Specialties: Risk..., Risk Management, Commercial Insurance, Property & Casualty..., Employee Benefits, Underwriting, Professional Liability, Casualty, Workers Compensation, Insurance, Commercial Lines, Liability, Umbrella Insurance
Education
Old Dominion University 1979 — 1983
Business Administration, Accounting
Camden County Educational Service Commission February 2015 - Present
USI Insurance Services March 2009 - February 2015
Liberty Mutual Insurance August 2002 - March 2009
Skills
Property & Casualty..., Legal Contract Review, Risk Management, Claims Management, Enterprise Risk..., Professional Liability, Professional Malpractice, Loss Prevention, Policy Analysis, Risk Analysis, TPA, Financial Analysis, Benchmarking, Loss Analysis &...
Education
Rowan University 2010 — 2013
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Camden 1993 — 2002
B.S., Finance
Shawnee High School 1988 — 1992
H S Diploma
Food Front Cooperative Grocery June 2012 - Present
Friends of Portland Community Gardens November 2010 - June 2012
USI Insurance Services March 2006 - June 2012
Marsh June 2003 - March 2006
Skills
Property & Casualty..., Risk Management, Fundraising, Team Leadership, Brand Development, Sustainable Business, Supply Chain Management, Negotiation, Presentation Development, Community Building, Cooperative Development, Advertising Sales, Writing, Training Leadership, Public Speaking, Nonprofits, Management, Policy, Marketing Strategy, Business Planning, Leadership, Community Outreach, Program Management, Proposal Writing, Advertising, Newsletters, Strategic Planning
Education
Portland State University 2009 — 2012
Master of Business Administration (MBA), Sustainability & Food Supply Chain
The University of Connecticut School of Business 1999 — 2003
B.S., Business Management
SullivanCurtisMonroe July 2013 - Present
USI Insurance Services June 2008 - June 2013
Benefit Partners Insurance Services April 1997 - June 2008
Guardian Life 1984 - 1990
Skills
Risk Management, Employee Benefits, Benefits Administration, Human Resources, Employee Engagement, Program Management, Disability Insurance, Health Insurance, Health Savings Accounts, Leadership, Insurance, Negotiation, Brokers, Workers Compensation, Managed Care, Health Care Reform, Life Insurance, Employee Relations, Dentistry, Strategic Planning
Education
University of California, Los Angeles 1981 — 1983
BA, Political Science
Orange Coast College 1979 — 1981
AA, General Education
Anthem Financial Services June 2010 - Present
Associated Payroll Consultants, Inc. 2004 - Present
USI Insurance Services May 1994 - April 2007
The Martin E. Segal Company April 1985 - October 1987
The Segal Company 1985 - 1987
Buck Consultant May 1982 - 1984
Education
Rutgers University-New Brunswick 1977 — 1982
BA, Economics
USI Insurance Services April 2013 - January 2015
MetLife September 2010 - May 2012
Union Central Life February 2007 - January 2010
The Standard January 2000 - January 2007
Standard Insurance Company January 1980 - January 2006
Skills
Account Management, Employee Benefits, Insurance, Disability Insurance, Underwriting, Life & Health Insurance..., Team Building, Management, Training, Sales, Customer Service, New Business Development, Budgets, Fixed Annuities, Health Insurance, Life Insurance, Health Savings Accounts, Term Life Insurance, Long-term Care, COBRA, Sales Operations, Brokers, 401k, Retirement, Long Term Care Insurance, Workers Compensation
Education
Red Rocks Community College
AA, Real Estate
Citi July 2014 - Present
Citi April 2000 - July 2014
USI Insurance Services February 1986 - March 2000
Skills
Loans, Credit, Wealth Management, Relationship Management, Series 7, Series 63, Series 6, Series 24, New York State Life and..., Investments, Banking, Commercial Lending, Consumer Lending, Commercial Banking, Securities, Financial Analysis, Retirement Planning, Portfolio Management, Finance, Credit Cards, Bonds, Financial Services, Credit Analysis, Management, Capital Markets, Cross Selling, Mutual Funds, Retail Banking, Cash Management, Equities, Small Business Lending
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
BA, Marketing
USI Insurance Services December 2013 - Present
Van Gilder Insurance September 2003 - December 2013
Firemans Fund Insurance Company September 1997 - September 2003
Marriott International 1990 - 1997
Education
San Diego State University-California State University
BS, Business Administration
USI Insurance Services September 2014 - Present
Holiday Retirement June 2010 - August 2014
Netflix September 2009 - May 2010
Umpqua Bank July 2007 - December 2007
KeyBank 2005 - 2007
Skills
Hiring, Talent Acquisition, Employee Relations, College Recruiting, Recruiting, Interviews, Employee Benefits, Onboarding, Temporary Placement, Applicant Tracking..., New Hire Orientations, Employee Training, Talent Management, Performance Management, Human Resources, Succession Planning, Sourcing, Sales, Internet Recruiting, Benefits Administration, Employee Engagement, HRIS, Technical Recruiting, Cold Calling, Property & Casualty..., Sales Management, Sales Operations, Staffing Coordination, Customer Service
Education
Portland State University
U.S. Grant
U.S. Grant
USI Insurance Services September 2008 - Present
Guaranty Insurance Services Inc August 2006 - September 2008
Merit Insurance Services, Inc January 2004 - August 2006
Skills
Underwriting, Captives, Commercial Insurance, Asset Managment, Brokers, Commercial Lending, Surety Bonds, Negotiation, Professional Liability, Commercial Lines, Insurance Brokerage, Health Savings Accounts, Employee Benefits, Health Insurance, Liability Analysis, Indemnity, Financial Risk, Analysis, Umbrella Insurance, General Insurance, Risk Management, Insurance, Strategic Planning, Property, Contract Negotiation, Workers Compensation, New Business Development, Leadership
Education
TCU 2000 — 2002
Ranch Management, Farm/Farm and Ranch Management
Salve Regina University 1998 — 2000
Business Administration and Management, General
Highland Park High School 1995 — 1998
USI Insurance Services March 2013 - Present
EnviroLogix October 2012 - March 2013
TD April 2011 - October 2012
WellPoint April 2002 - September 2010
Skills
Account Reconciliation, General Ledger, Accounting, Forecasting, Finance, Journal Entries, Expenses, Payroll, Variance Analysis, Financial Statements, GAAP, Financial Analysis, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Accounting, Accruals, US GAAP, PeopleSoft, Bank Reconciliation, Hyperion Enterprise, Essbase, SAP, Revenue Recognition, Sarbanes-Oxley Act, Financial Forecasting, Internal Controls, Sarbanes-Oxley
Education
Saint Joseph's College 2009 — 2013
Master of Business Administration (MBA), Quality Leadership
University of Southern Maine 1990 — 1995
Bachelor of Arts (BA), Economics
USI Insurance Services June 2015 - Present
PPO Network Solution Consultants, LLC November 2012 - Present
Health Alliance Plan May 1998 - September 2012
Health Alliance Plan December 2002 - December 2009
Health Alliance Plan January 2000 - November 2002
Health Alliance Plan May 1998 - December 1999
Cofinity September 1995 - May 1998
California State Assembly December 1992 - October 1994
Employee Benefit Administrators (Full Service TPA) May 1989 - August 1992
Skills
Process Improvement, Provider Network..., Business Analysis, Business Process..., Business Intelligence, Insurance, Health Insurance, Customer Service, Change Management, Microsoft Word, Microsoft Office, Strategic Planning, Product Development, Healthcare, Team Building, Visio, Access, Employee Benefits, Project Management, Managed Care, Network Development, Hospitals, Medicaid, Data Analysis, Budgets, HIPAA, Program Management, Healthcare Consulting, Leadership, Healthcare Information..., Healthcare Management, Analysis, Medicare, Training, Provider Relations, EMR, Disease Management, Health Policy, Cross-functional Team..., Utilization Management, Healthcare Industry, Revenue Cycle, Claim, Credentialing, EHR, HMO, Marketing, Mergers & Acquisitions, Physician Relations, Physicians
Education
Northwood University
Villanova University
Fletcher Petroleum Corp 2009 - Present
Osprey Bay Holdings 2007 - 2009
USI Insurance Services 2005 - 2007
JLT USA 2003 - 2005
Aon Risk Services 1994 - 2003
Skills
Energy, Risk Management, Mergers, Strategic Planning, Insurance, Energy Industry, Petroleum, Contract Negotiation, Negotiation, Contract Management, Mergers & Acquisitions, Business Development, Due Diligence, Oil & Gas Industry, Management, Onshore, Investments, Business Strategy, Executive Management, Business Planning
Education
Rice University 1982 — 1986
BA
Centrix Inc. April 2015 - Present
Eliassen Group August 2013 - April 2015
Army National Guard August 2011 - August 2014
USI Insurance Services June 2009 - August 2011
Skills
Marketing, Insurance, Employee Benefits, Risk Management, Recruiting, Process Improvement, Microsoft Office, Account Management, Underwriting, Analysis, Customer Service, Health Insurance, Business Intelligence, Microsoft Word, Applicant Tracking..., Microsoft Excel, Strategic Planning, Property & Casualty..., Data Analysis, Outlook, Leadership, Training, Social Media, Operations Management, MS Project, SQL, Team Building, Sales, Access, CRM, Management, Cross-functional Team..., Data Warehousing, Requirements Analysis, Databases, Software Documentation, Business Analysis, PowerPoint, Data Mining, Team Leadership, Visio, Testing, Program Management, Microsoft SQL Server, PL/SQL, Cognos, Visual Studio, Microsoft Project
Education
University of Massachusetts Boston 2011 — 2014
Masters, Business Administration
Saint Michael's College 2004 — 2008
B.S., Business Administration
The Dover Household October 2009 - Present
Keiter Stephens March 2008 - October 2009
USI Insurance Services January 2006 - August 2007
Gumenick Properties October 2003 - January 2006
Skills
Customer Service, Accounts Payable, Accounts Receivable, Fair Housing, MS Office Suite, Vendor Relations, AMSI, Internet Explorer, Access/Jenark, Sagitta, Lotus Notes, Property Management, Fixed Asset..., Accounting Analysis, Account Reconciliation
Education
Radford University 1996 — 2000
BS, Interdisciplinary Studies
AllScripts Healthcare Solutions Inc. November 2011 - Present
USI Insurance Services January 2009 - November 2010
Aon Consulting March 2002 - September 2008
Education
Penn State University 1987 — 1992
Health Policy Administration
Immaculata High School
Morse Insurance Agency, Inc. January 2015 - Present
Stetson University January 2014 - Present
Crossbow Consulting May 2014 - December 2014
USI Insurance Services September 2010 - January 2014
CBIZ February 2009 - September 2010
Benefit Options Resource, LLC May 2001 - December 2008
Tribus Financial Group / Wachovia / Wells Fargo August 1992 - April 2001
Prudential Insurance 1988 - 1992
Skills
Employee Benefits, Health Savings Accounts, Insurance, Health Care Reform, HRIS, ERISA, Underwriting, Flexible Spending..., Group Medical, Human Resources, Self-funded, Claim, New Business Development, Leadership, Program Management, Strategy, Business Planning, Benefits Administration, Health Insurance
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1999
MBA, Business
Stetson University 1986 — 1988
Bachelors, Business - Marketing
Ridgewood High School 1979 — 1982
Risk Strategies Company October 2008 - Present
USI Insurance Services February 2004 - October 2008
USI February 2004 - October 2008
Skills
Risk Management, Employment Practices..., Underwriting, Insurance, Professional Liability, Property & Casualty..., Reinsurance, Health Savings Accounts, Umbrella Insurance, Legal Liability, Commercial Insurance, Disability Insurance, Liability, Financial Risk, Employee Benefits, Brokers, D&O, Health Insurance, Commercial Lines, Casualty, Liability Analysis, Workers Compensation, Captives, Claims Management, Management, Claim, General Insurance
Education
San Diego State University-California State University 1972 — 1975
BA, Psychology
USI Insurance Services July 2007 - Present
Mutual of Omaha May 2004 - June 2007
Standard Insurance Company January 2000 - May 2004
Skills
Health Savings Accounts, Employee Benefits, 401k, Healthcare, Health Insurance, Insurance, Property & Casualty..., Workers Compensation, Disability Insurance, Budgets, Nonprofits, Benefits Administration, Underwriting, Process Improvement, Account Management, Strategic Planning, Life Insurance, Brokers
Education
Sam Houston State University 1990 — 1995
BBA, General Business
USI Insurance Services February 2004 - Present
Aetna 2000 - 2003
Enterprise Rent-A-Car 1995 - 2000
Skills
Health Insurance, Health Savings Accounts, Brokers, Disability Insurance, Insurance, Employee Benefits, Underwriting, Life Insurance, Property & Casualty..., Workers Compensation, Benefits Administration, Commercial Insurance, Long-term Care, Professional Liability
Education
Penn State University 1990 — 1994
BS, Health Policy Administration
Council Rock High School 1987 — 1990
LifeGift January 2015 - Present
LifeNet Health 2011 - December 2014
VT Group 2008 - 2011
USI Insurance Services 2006 - 2008
Sprint Nextel 2000 - 2005
Canon, Inc. 1998 - 2000
Cigna 1991 - 1998
Computer Dynamics 1984 - 1991
Stewart Sandwiches 1982 - 1984
Skills
Human Resources, Succession Planning, Training, Leadership, Talent Management, Compensation & Benefit, Executive Coaching, Performance Management, Onboarding, Team Building, Personnel Management, Strategic Planning, Deferred Compensation, Employee Relations, HRIS, Talent Acquisition, Leadership Development, Employee Benefits, Workforce Planning, Organizational..., Recruiting, Interviews, HR Policies, Employee Engagement, Change Management, Employee Training, College Recruiting, Process Improvement, Benefits Administration, Applicant Tracking..., Labor Relations, Coaching, Vendor Management, Outsourcing, Management Development
Education
Old Dominion University 1979 — 1981
Master's Degree, Public Administration/Human Resources Management
Old Dominion University 1975 — 1979
Bachelor's Degree, Political Science/Public Administration, Magna Cum Laude
Well of Encouragement 2012 - Present
USI Insurance Services 2007 - 2014
Skills
Population Health, Health and Wellness..., Blogging, Health and Wellness..., Lifestyle Management
Education
Salisbury University 1984 — 1988
Bachelors of Science in Nursing, Registered Nursing/Registered Nurse
Buck Consultants April 2014 - Present
Deloitte January 2013 - Present
St. John's University September 2008 - December 2012
Zurich North America May 2012 - August 2012
USI Insurance Services May 2011 - August 2011
Skills
Actuarial Science, Insurance, Probability, Quantitative Finance, Microsoft Office, Public Speaking, Access, Microsoft Excel, PowerPoint, Finance, Microsoft Word, VBA, Risk Management, New Business Development, Outlook, Property & Casualty..., Training, Employee Benefits, Teaching, Program Management, SQL, Medicare, Pensions
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
Bachelor of Science (B.S.), Actuarial Science
St. John's University 2009 — 2012
Bachelor of Science, Actuarial Science
Ridgefield Park High School 2005 — 2008
High School Diploma, 2008
Treehouse Design Media September 2013 - Present
Nick Myott Design February 2006 - October 2013
USI Insurance Services February 2006 - September 2013
Skills
Graphic Design, Adobe Creative Suite, Print, Web Design, Dreamweaver, HTML emails, Brochures, Flash, Logo Design, CSS, Business Cards, Flyers, Pre-press, Collateral, InDesign, Creative Direction, Newsletters, Brand Development, Posters, Adobe Acrobat
Education
San Diego State University-California State University 2001 — 2006
fine arts, graphic design
Acquire Media August 2014 - Present
CSI Software January 2014 - July 2014
Millennium Systems International April 2013 - December 2013
USI Insurance Services May 2012 - March 2013
Brown & Brown Metro Inc October 2011 - May 2012
Ricoh Business Solutions June 2010 - September 2011
Heartland Payment Systems December 2009 - June 2010
Wachovia Bank January 2007 - September 2008
Skills
Salesforce.com, Cold Calling, Direct Sales, Sales Operations, Sales, Building Relationships, Sales Presentations, CRM, Social Media, Enterprise Software, Solution Selling, Selling, Customer Retention, Account Management, Software, SaaS, Social Media Marketing, Online Marketing, Digital Marketing, Qualifying Prospects, Networking, Social Networking, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Lead Generation, IT Solutions, Building Business..., Strategic Prospecting, Sales Prospecting, Prospect Research, Webinars, Goal Setting, Exceed Sales Goals, Technology Solutions, Software Solutions, Software Solution Sales, Prospecting Skills, Pipeline Management, Pipeline Generation, Pipeline Growth, PowerPoint, New Business Development, Building New Business, Marketing Strategy, Microsoft SQL Server, Product Demonstration, Relationship Building
Education
Rowan University 2002 — 2006
Bachelor's degree, Business Management, 3.1 GPA
Morris Knolls High School 1999 — 2002
Frontstream - Truist, Inc. 2011 - Present
C3i 2008 - 2011
Kemper 2006 - 2007
Affiliated Insurance Service Corp. 1999 - 2004
USI Insurance Services 1998 - 1999
Snyder Moore Insurance 1994 - 1998
Murray Insurance 1994 - 1994
Wasson Insurance Agency 1992 - 1994
Skills
CRM, Project Management, Program Management, Leadership, Customer Service
Education
Penn State University
Pre-Paid Legal Services, Inc. April 2011 - September 2011
USI Insurance Services June 2005 - November 2006
Archdiocese of New York March 2003 - November 2004
empire blue cross blue shield 1992 - 2002
Noble Lowndes Consulting November 1986 - October 1992
prudential insurance 1974 - 1986
Skills
Employee Benefits, Workers Compensation, Health Policy, Insurance, Training, Health Insurance, Property & Casualty..., Program Management, Life Insurance, Disability Insurance, Management, Managed Care, Access, Brokers, Sales, Underwriting, HRIS, Health Savings Accounts, Project Management, Healthcare
Education
Rutgers, The State University of New Jersey-Newark 1968 — 1974
bachelors, psychology
Queen of Peace High School
TransFirst Merchant Services March 2012 - August 2015
Activate Staffing September 2011 - March 2012
USI Insurance Services January 2011 - September 2011
C&L Refrigeration February 2009 - January 2010
Abigail Abbott Staffing Services April 1995 - February 2009
Skills
Management, Recruiting, Training, Customer Service, Human Resources, Temporary Placement, Sourcing, Negotiation, Temporary Staffing, Staffing Services, Applicant Tracking..., Leadership, Selling, Employee Benefits, Business Development, Sales Management, Employee Relations, College Recruiting, Talent Acquisition, Sales, Hiring, Performance Management, New Hire Orientations, Team Building, Talent Management, HRIS, Deferred Compensation, Onboarding, Cold Calling
Education
Orange Coast College
Laura Christina Jeppson-Gamez July 2015 - Present
Beecher Carlson December 2014 - June 2015
Aon Risk Solutions January 2013 - December 2014
Arthur J. Gallagher & Co. March 2011 - December 2012
USI Insurance Services November 2009 - February 2011
Trenwith Securities November 2007 - January 2009
One Equity Partners (A JPMorgan Chase Company) April 2007 - November 2007
Summit Partners August 2005 - April 2007
Skills
Bitcoin, Virtual Currency, Cyber-security, Risk Management, Mergers & Acquisitions, Private Equity, Investment Banking, Equities, Property & Casualty...
Education
Princeton University 1998 — 2003
Bachelor of Arts, Spanish and Portuguese Languages and Cultures
South Hills High School
USI Insurance Services September 2013 - Present
Allegiance Benefit Advisors Inc January 2010 - September 2013
BCBSRI March 1989 - January 2010
Skills
Employee Benefits, Labor Relations
Education
Providence College 1983 — 1985
MBA
University of Massachusetts Dartmouth 1974 — 1978
BS, Accounting
Executive Leaders in General Management and Operations in Greater New York City Area 2012 - Present
NY Asphalt, Inc. November 2010 - December 2012
Spartan Contractor Supply Company, Inc. 2005 - April 2011
RC Solutions Event Marketing and Promotions 2003 - 2005
USI Insurance Services 1992 - 2003
Flanagan, O'Hara and Gentry, Inc. 1992 - 1997
The Graham Company 1987 - 1992
Stewart Smith East, Inc. 1986 - 1987
Sayre & Toso, Inc. 1981 - 1986
Skills
Turnaround Experience, Turn-around Situations, Operational Turnaround, Turn-around Operations, Full P&L, Performance Turnaround, Strategic Planning, Operational Merger and..., Cost Reduction..., Business Process..., Performance Improvement, Team Building, Team Leadership, Employee Development, Increased Profitability, Increase Productivity, Policy - Procedure..., Interpersonal Skill, Interpersonal Leadership, Customer Service, Customer Satisfaction, Property & Casualty..., Management, Mergers, Mergers & Acquisitions, Insurance, Outstanding..., Written & Oral..., Business Planning, Multi-cultural team..., Business Development, Casualty, Professional Liability, Retail, Marketing, Human Resources, Budgets, Risk Management, Income Statement, Underwriting, Forecasting, Training, Account Management, Start-ups, Operations Management, P&L, P&L Management
Education
Liberty Mutual Insurance School
Liberty Mutual Insurance School
Liberty Mutual Insurance School
Saint Michael's College
BA, Business Administration, Magna Cum Laude
St. Peter's Prep
USI Insurance Services September 2011 - Present
USI Midwest January 2007 - December 2011
Great-West Life and Annuity Insurance Company April 1992 - June 1999
Skills
Change Management, Mergers & Acquisitions, Disability Insurance, Employee Benefits, Business Planning, Health Insurance, Leadership, Recruiting, Managed Care, Insurance, Sales, Compliance Regulations, Benefits Administration
Education
Oklahoma State University 1988 — 1992
USI Insurance Services August 2005 - March 2009
Education
University of the Rockies 2008 — 2010
MA, Organizational Leadership
Saint Mary's College of California 2001 — 2005
Bachelor's, Psychology
Anthony Cole Training Group June 2007 - Present
Wells Fargo Insurance Services September 2004 - June 2007
USI Insurance Services March 1998 - September 2004
Skills
Insurance, Strategic Planning, Sales Management, Financial Institutions, New Business Development, Sales Presentations, Business Strategy, Sales, Account Management, Salesforce Training, Business Development, Coaching, Leadership, Contract Negotiation, Training, Sales Process, Selling, Strategy, Consulting, Leadership Development, Solution Selling, CRM, Executive Management, Sales Leadership..., Lead Generation, Business Planning
Education
Ohio Northern University 1983 — 1987
BSBA, Management & Marketing
USI Insurance Services July 2014 - Present
Spring ISD August 2012 - June 2014
Ohio Northern University 2008 - 2012
DICK'S Sporting Goods 2008 - 2009
Skills
Organization, Highly detail oriented, Mathematics, Microsoft Excel, Work Ethic, Microsoft Word, Calculus, Academic Tutoring, Sketching, Differential Equations, Pre-Calculus, Mathematics Education, Test Preparation, Sports, Algebra, Tutoring, Teaching
Education
Ohio Northern University 2008 — 2012
Bachelor of Science (BS), Mathematics
BenefitMall September 2014 - Present
United Concordia February 2013 - September 2014
USI Insurance Services October 2011 - February 2013
Health Net June 1996 - June 2011
Skills
Employee Benefits, Health Insurance, Benefits, Corporate Wellness, Dental, Group Benefits, COBRA, Dentistry, Corporations, Benefits Administration, Insurance, Disability Insurance, Brokers, Workers Compensation, Training, Accident, Employee Wellness, Health Savings Accounts, Sales, Life Insurance, Term Life Insurance, Underwriting, Healthcare, Managed Care, Medicare, Claim, Performance Management, Self-funded, Flexible Spending..., Long-term Care
Education
San Diego State University-California State University 1986 — 1991
BS, Industrial and Organizational Psychology
SunGard July 2014 - Present
Universal American March 2011 - July 2014
USI Insurance Services - A Goldman Sachs Capital Partners Portfolio Company January 2008 - March 2011
USI Insurance Services July 2007 - January 2008
Skills
Financial Modeling, Insurance, Financial Analysis, Corporate Finance, Internal Controls, Strategic Financial..., Forecasting, Cash Management
Education
The University of Connecticut School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Pace University-Pleasantville/Briarcliff Campus 2003 — 2005
Bachelor of Business Administration (B.B.A.)
USI Insurance Services February 2010 - Present
National City Insurance Group December 2006 - February 2010
The Hoffman Group July 2001 - December 2006
John Henry Foster April 1996 - July 2001
Skills
Health Insurance, Health Savings Accounts, Disability Insurance, Employee Benefits, COBRA, Benefits Administration, Cafeteria Plans, Self-funded, Account Management, Brokers, Customer Service, Insurance, Leadership, Life Insurance, Sales, Term Life Insurance, Underwriting, Workers Compensation, Small Business, Property & Casualty...
Education
Saint Louis University 1993 — 1996
Business, Marketing
Cedar Springs Advisors October 2011 - Present
Cedar Springs Alpacas July 2003 - Present
USI Insurance Services January 1986 - November 2009
Skills
Small Business, Public Speaking, Healthcare, Strategic Planning, Insurance
Education
Oregon Health and Science University 1968 — 1976
Physiology
Portland State University
USI Insurance Services May 2014 - Present
USI Insurance LLC June 2003 - Present
Skills
Property & Casualty..., Insurance, Sales, Risk Management, Strategic Planning, Underwriting, Customer Service, Leadership, Claim, Reinsurance
Education
Potomac State College of West Virginia University
Allstate Benefits June 2015 - Present
Guardian Life January 2014 - May 2015
Principal Financial Group June 2012 - January 2014
USI Insurance Services September 2011 - March 2012
USI Insurance Services November 2010 - September 2011
Principal Financial Group January 2010 - November 2010
Principal Financial Group September 2008 - December 2009
Principal Financial Group May 2007 - September 2008
Daniels Insurance Agency August 2004 - May 2007
Skills
Account Management, Health Insurance, Customer Satisfaction, Brokers, Negotiation, Leadership, Training, Management, Health, Sales Operations, Sales, CRM, Strategic Planning, Team Leadership, Customer Retention, Insurance, Disability Insurance, Employee Benefits
Education
St. John's College (NM) 2004 — 2006
MALA, Liberal Arts
Northwestern State University 2000 — 2004
BA, Liberal Arts with a Concentration in Humanities & Social Thought
NFP Corporate Services (NY) April 2012 - Present
Nemco Brokerage May 2011 - April 2012
USI Insurance Services October 1997 - December 2010
Kaye Insurance April 1997 - October 1997
Frenkel & Co., Inc July 1994 - January 1997
The Travelers Insurance Company July 1990 - July 1994
The Travelers Insurance Company October 1988 - July 1990
Skills
Health Savings Accounts, Employee Benefits, Self-funded, Health Insurance, Term Life Insurance, Mergers & Acquisitions, Sales, COBRA, Long-term Care, Insurance, Disability Insurance, Life Insurance, Health Care Reform, Strategy, Brokers, Fixed Annuities, Underwriting, Managed Care, Retirement, Risk Management, Management, Claim, Property & Casualty..., Human Resources, Marketing, Analysis, General Insurance, Healthcare, Group Insurance, Benefits Administration, Workers Compensation, Accident, Critical Illness, Insurance Brokerage, Medicare
Education
Pace University
Bachelor, Business Administration; Marketing and Advertising
New York State Life & Health Insurance
Pace University - Lubin School of Business
BBA, Marketing & Advertising
USI Insurance Services May 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
Penn State University 2013 — 2017
Bachelor's Degree, Health Policy and Administration - Information Sciences and Technology Minor, Junior
USI Insurance Services April 2015 - Present
doTERRA Essential Oil March 2015 - Present
Kelly Educational Staffing October 2014 - Present
Williamsburg James City County Public Schools February 2013 - May 2014
DoDEA 2010 - 2012
St. Andrews Preschool 2007 - 2009
Transtecs Corporation 2001 - 2002
Clear Channel Media + Entertainment 2000 - 2001
IKON Office Solutions 2000 - 2000
Kin 1999 - 2000
Skills
Teaching, Curriculum Development, Curriculum Design, Tutoring, Classroom, Staff Development, Customer Service, Teamwork, Problem Solving, Cashiering, Office Administration, Conflict Management, Coaching, Event Planning, Training, Team Building
Education
Old Dominion University
Bachelor of Science (BS), Communication and Marketing
Farmers Insurance Group of Companies July 2013 - August 2015
Health Net June 2009 - November 2012
USI Insurance Services May 2008 - June 2009
iPayment, Inc. November 2005 - May 2008
The Acorn Newspapers August 2002 - November 2005
SUPERVALU 1985 - 1997
Skills
Customer Service, Invoicing, Customer Satisfaction, Securities License, Series 6, Series 63, Series 26, Variable Annuities, Variable Life, Mutual Funds, Insurance, Health Insurance, Call Centers, Accounts Receivable, Accounts Payable, Microsoft Excel, Microsoft Word, Microsoft Office, Access, PowerPoint, QuickBooks, Advertising, Auditing
Education
Paier College of Art Inc
Diploma, Illustration (4 years)
School of Visual Arts
Advertising
SilverStone Group March 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services August 2003 - May 2014
McDermott Brokerage, Inc. January 1996 - August 2003
Skills
Insurance, Risk Management, Commercial Insurance, Relationship Management, Brokers, Sales, Account Management, Health Insurance, Employee Benefits, Enrollment Services, Enrollment Management, Benefits Management
Education
Northwest Missouri State University 1983 — 1987
Bachelor of Science (B.S.), Personnel/Business Management / with a Minor in Psychology
Glanbia Business Services December 2013 - Present
Jones Lang LaSalle via Accounting Now January 2013 - May 2013
Arthur J. Gallagher & Co. January 2012 - December 2012
Hallmark Services Corporation via Aerotek November 2011 - January 2012
USI Insurance Services July 2011 - September 2011
USI Insurance Services August 2009 - July 2011
Dominion Enterprises March 2007 - August 2009
Sumatra Salon and Spa October 2005 - April 2006
Julea's Progressive Salon and Spa January 2004 - December 2004
Skills
Sagitta, Research, Data Entry, Customer Service, Office Management, Insurance, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Payable, Account Reconciliation, Accounting, Invoicing, Payroll, Employee Benefits, Accounts Receivable, Finance
Education
University of Phoenix 2010 — 2012
BSB/ACC, Accounting
Axia College of University of Phoenix 2008 — 2010
AAB, Business
Olympic College 2004 — 2004
Accelerate Learning, Inc. February 2015 - August 2015
1912 Ventures September 2014 - December 2014
USI Insurance Services May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Teamwork, Public Speaking, Windows, Access, Data Entry, Social Media, Time Management, Event Planning, Management, Microsoft Word, Microsoft Excel, Excel, Wellness, Word, English, HIPAA, Conference Coordination, Account Management, Health Insurance, Leadership, Healthcare
Education
Rice University 2011 — 2015
Bachelor of Science (BS), Health Science
USI Insurance Services September 2014 - Present
General Dynamics Information Technology November 2012 - September 2013
Naval Medical Center Portsmouth - CasePro, Inc. June 2011 - September 2012
Mimir Consulting January 2011 - June 2011
Sinclair Broadcast Group January 2008 - October 2009
The Pines Residential Treatment Center January 2007 - February 2008
Old Dominion University January 2006 - May 2007
Wireless Revolutions December 2005 - January 2007
Old Dominion University January 2006 - December 2006
Abbruzzo & Associates May 2005 - December 2005
Skills
Event Planning, Social Networking, Blogging, Research, Research Projects, Psychometry, Psychometrics, Public Speaking, Social Media, Community Outreach, Fundraising, Non-profits, Editing, Teaching, Facebook, Social Media Marketing, Public Relations, Event Management, Customer Service, Microsoft Office, Marketing, Press Releases, PowerPoint, Data Analysis, Interviews, Psychology
Education
Old Dominion University 2004 — 2006
Bachelors of Science, Psychology
Willis October 2014 - Present
USI Insurance Services May 2013 - October 2014
GEICO June 2012 - May 2013
GEICO September 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, Sales, Customer Service, PowerPoint, Outlook, Microsoft Word, Salesforce.com, Marketing, Time Management, Leadership, Customer Satisfaction, Account Management, Financial Analysis, Social Media, Team Building, Sales Growth, Advertising, Training, Access, Critical Thinking, Problem Solving, Negotiation
Education
Sacred Heart University 2006 — 2010
B.S, Business Administration
USI Insurance Services January 1997 - Present
Johnson & Porter Insurance Services, Inc June 1979 - January 1997
Rumford Press 1969 - 1979
Skills
Underwriting, Property & Casualty..., Insurance, Workers Compensation, Liability, Brokers, Professional Liability, Health Insurance, Casualty, Employee Benefits, Legal Liability, Disability Insurance, Commercial Insurance, Small Business, Health Savings Accounts, Life Insurance, Long-term Care, D&O
Education
Cornell University, Summer IR Graduate program
Rochester Institute of Technology
Bachelor of Science (B.Sc.), Graphics Arts Management
Bank of America Home Loans December 2011 - Present
USI Insurance Services April 2010 - December 2011
Mastors & Servant Risk Services 2010 - 2011
Financial Rentals June 1999 - April 2010
Skills
Underwriting, Insurance, Credit, Property & Casualty..., Sales, Mortgage Lending
Education
University of Rhode Island - College of Business Administration 2002 — 2009
BA, Management
Roger Williams University 2001 — 2002
Architecture
Paylocity September 2015 - Present
USI Insurance Services May 2015 - August 2015
Paychex Inc. October 2008 - May 2015
Ryder System, Inc. April 2006 - October 2008
Enterprise Rent-A-Car May 2003 - February 2006
Skills
Payroll, Employee Benefits, Benefits Administration, Insurance, Human Resources, Sales Process, Sales, Customer Service, Account Management, New Business Development, Training, 401k, Small Business, Payroll Taxes, Time & Attendance, Cold Calling, Networking, Leadership, Sales Presentations, Payroll Services, Sales Management, Time Management, Outsourcing, ADP Payroll, Health Insurance, Customer Retention
Education
Sam Houston State University 1998 — 2003
BFA, Radio and Television
USI Insurance Services October 2014 - Present
Bollinger Insurance March 2011 - September 2014
Bollinger Insurance 2011 - September 2014
Iron Mountain 2009 - 2010
ADP 2005 - 2009
Skills
Employee Benefits, Account Management, Insurance, Health Insurance, Salesforce.com, Sales Process, HRO, Benefits Administration, Sales Presentations, New Business Development, Cold Calling, Direct Sales
Education
Penn State University
BS, Biology, Psychology
USI Insurance Services Director of Insurance OperationsKore IncOctober 2012 - July 2015
C&H Agency June 2009 - October 2012
T & H August 2008 - June 2009
Emar Group January 1990 - August 2008
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Liability, Casualty, General Insurance, Workers Compensation, Casualty Insurance, Brokers, Commercial Lines, Legal Liability, Professional Liability, Risk Assessment, Claim
Education
Rutgers University 1980 — 1985
Bachelor of Arts (BA), Business Administration and Management, General
UHS
Maria L. Murphy April 2014 - Present
NYSSCPA February 2013 - August 2014
USI Insurance Services September 2010 - July 2013
McGladrey & Pullen August 2007 - June 2009
Perelson Weiner LLP November 2005 - August 2007
PricewaterhouseCoopers April 1996 - April 2005
Verizon Corporation (formerly NYNEX) September 1984 - March 1996
Skills
SEC filings, Auditing, GAAP, Financial Reporting, Accounting, Internal Controls, Consolidation, Analysis, Finance, SEC reporting, Training and Development, CPA, Technical writing, Copy Editing, Mergers and acquisitions, Sarbanes Oxley, PCAOB, Audit Committees, US GAAP, Financial Statements, Mergers & Acquisitions, External Audit, Sarbanes-Oxley Act, SEC Filings, Financial Analysis
Education
Pace University - Lubin School of Business
BBA//MBA, Accounting, Summa Cum Laude
Pace University - Lubin School of Business
MBA, Accounting
USI Insurance Services July 2013 - Present
Towers Watson June 2011 - June 2013
Chambersburg Hospital May 2010 - July 2010
Skills
Employee Benefits, Hospitals, Healthcare, Healthcare Management, Microsoft Office, Healthcare Consulting, Meditech, Healthcare Industry, Informatics, EMR, EHR, Clinical Research, Performance Improvement, Pharmacy, Training, Insurance, Physicians, Health Insurance, Medicaid, Defined Benefit, Health Care Reform, Benefits Administration, Customer Service
Education
Penn State University 2007 — 2011
Bachelor of Science, Health Policy and Administration
Bravo Distribution September 2012 - Present
Association for Corporate Growth December 2006 - November 2012
Hugh Wood Inc. April 2010 - May 2011
Frenkel & Co., Inc. April 2009 - March 2010
York International Agency May 2006 - January 2009
Marsh USA, Inc June 2003 - May 2006
USI Insurance Services November 2001 - June 2003
JGM Securities November 2000 - October 2001
Lee Justo Sales Group December 1994 - November 2000
Education
Quinnipiac University
BA, Communications, English
Roosevelt
OneSearch Partners March 2015 - Present
Alliant Insurance Services September 2014 - March 2015
USI Insurance Services August 2010 - July 2014
Pacific Office Automation February 2009 - July 2010
Columbia Laboratories August 2007 - November 2008
TAP Pharmaceuticals February 2000 - 2007
Skills
Urology, Managed Care, Sales, Gastroenterology, Endocrinology, Cardiology, Strategic Planning, Oncology, Account Management, Pharmaceutical Sales, Cold Calling, Marketing, Sales Process
Education
Saint Louis University 1994 — 1997
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
UCLA 1993 — 1994
Biology/Biological Sciences, General
Corona del Mar High School
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services November 1994 - May 2014
Skills
Underwriting, Risk Management, Financial Services, Insurance, Property & Casualty...
Education
Saint Louis University 1976 — 1977
MBA, Business Administration
The University of Kansas 1971 — 1975
USI Insurance Services June 2012 - Present
Doolittle Enterprises LLC January 2001 - Present
Mulvaney Mechanical January 2008 - October 2011
National Reinsurance Corporation June 1991 - 1997
Skills
Internal Controls, Financial Analysis, Insurance, Accounting, Sarbanes-Oxley Act, Financial Reporting, Auditing, Employee Benefits, GAAP, Accounts Payable, Accounts Receivable, SEC Filings
Education
St. Bonaventure University 1985 — 1989
USI Insurance Services June 2013 - Present
Frenkel Benefits, LLC January 2009 - June 2013
Brokerage Concepts, Inc. November 2007 - November 2008
Towers Perrin October 2005 - September 2007
Wells Fargo Insurance Services March 2001 - October 2005
AON September 1997 - February 2001
Sedgwick April 1992 - August 1997
Price Waterhouse 1988 - 1992
Johnson & Higgins 1980 - 1984
Mutual Benefit Life 1975 - 1980
Skills
Mergers & Acquisitions, Employee Benefits, Health Insurance, Business Planning, Start-ups, Mergers, New Business Development, Defined Benefit, Retirement, Leadership, Finance, Retirement Planning, Negotiation, Analysis, Marketing, Underwriting, Life Insurance, Sales, Strategic Planning, Brokers, Due Diligence, Consulting, Human Resources, Healthcare, Team Building, Insurance, 401k, Financial Risk, Executive Management, Health Savings Accounts, Workers Compensation, Disability Insurance
Education
Princeton University 1969 — 1973
AB, History
Stony Brook University 1973 — 1975
M.A., History
USI Insurance Services May 2003 - Present
HRH of Virginia August 1994 - May 2003
Anthem BCBS June 1984 - August 1994
Skills
Benefits Administration, Brokers, Consulting, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Life Insurance, Sales, Strategic Planning, Term Life Insurance, Underwriting, Workers Compensation
Education
Radford University
B.S. Business Marketing, College of Business and Economics
USI Insurance Services October 2010 - Present
Skills
Risk Management, Property & Casualty..., Commercial Insurance, Risk Assessment, Errors & Omissions, Employment Practices..., Mergers and Acquisitions, Team Building, Management, Mergers, New Business Development, Workers Compensation, mergers and acquisitions, Professional Liability, Brokers, Liability
Education
Oregon State University 2001 — 2005
Bachelor of Arts
Valley Catholic High School 1998 — 2001
USI Insurance Services February 2007 - Present
nycTIES - 501(c)(3) nonprofit organization April 2010 - February 2012
nycTIES - 501(c)(3) nonprofit organization April 2008 - April 2010
USI Holding Corp. February 2007 - September 2007
Skills
Non-profits, Employee Benefits, Fundraising, Nonprofits, Due Diligence, Insurance, Organizational..., Health Insurance, Budgets, Strategic Planning, Strategy, Leadership
Education
Shattuck - St. Mary's School 1996 — 1998
Providence College
Marketing, Sociology
USI Insurance Services July 2013 - Present
RCM&D Inc. May 2007 - June 2013
Marsh March 2004 - June 2007
PHICO 1996 - 2001
Skills
Employee Benefits, Commercial Insurance, Casualty, Property & Casualty..., Workers Compensation, Liability, Professional Liability, Underwriting, Insurance, Captives, Brokers, Reinsurance, D&O, Employment Practices...
Education
Rider University 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
Bachelor of Science (BS), Accounting
RCM&D May 2015 - Present
RCM&D May 2015 - Present
USI Insurance Services January 2012 - January 2014
The Avedon Group April 2000 - December 2011
Mamsi 2001 - 2002
Skills
Sales, Account Management, Employee Benefits, Management, Insurance, Disability Insurance, Dentistry, Payroll, Life Insurance, 401k, Term Life Insurance, Health Insurance, Brokers, Health Savings Accounts, COBRA, New Business Development, Underwriting, Strategic Planning, Customer Service, Human Resources
Education
Salisbury University
Arthur J. Gallagher & Co. July 2010 - Present
USI Insurance Services March 2009 - July 2010
Delta Dental of Rhode Island September 2005 - February 2009
Skills
Health Insurance, Employee Benefits, Account Management, Leadership, Marketing Communications, Benefits Administration, Insurance
Education
Saint Anselm College 2001 — 2005
English Literature, Communications
South Kingstown High School
Emerson Reid June 2005 - Present
USI Insurance Services August 2015 - Present
USI Consulting Group July 2013 - August 2015
Center City District 2000 - 2005
Skills
Employee Benefits, Benefits Administration, Human Resources, Performance Management, Employee Relations, Employee Engagement
Education
Rutgers University – Camden 2001 — 2004
Pace University
USI Insurance Services August 2007 - Present
Education
Saint Joseph's University 1990 — 1994
Cedars -Sinai March 2014 - Present
USI Insurance Services April 2012 - March 2014
Unisource Worldwide September 2007 - May 2012
99 Cents Only Stores 2005 - 2007
WellPoint 1997 - 2005
Skills
Insurance, Litigation Management, Claims Management, Claim, Workers Compensation, Risk Management, Human Resources, Employee Relations, Property & Casualty..., Claim Investigation, Legal Liability, Workers' Compensation..., Liability, Policy, Benefits Administration, Negotiation, Professional Liability, Talent Acquisition, Financial Risk, Employee Benefits, Casualty, Deferred Compensation, Commercial Insurance, Fraud, Enterprise Risk..., Analysis, Underwriting, Insurance Law, Program Management, Reinsurance, Health Insurance, General Insurance, Casualty Insurance
Education
Pepperdine University
MBA, Business Administration
First Service Realty Real Living August 2011 - Present
USI Insurance Services January 2006 - Present
Skills
Customer Service, Brokers, Negotiation, Account Management, Health Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Spanish, Time Management, New Business Development, Insurance, Outlook, Microsoft Office, Microsoft Word, Marketing, Strategic Planning, Team Building, Marketing Strategy, Social Networking
Education
Saint Peter's University 1984 — 1987
AA, Business Marketing
union hill 1979 — 1983
IOA National (Insurance Office of America) August 2011 - Present
Blue Seas Advisors September 2009 - August 2011
ProspX October 2009 - December 2010
USI Insurance Services September 2008 - August 2009
USI Insurance Services January 2007 - August 2008
USI Insurance Services November 2002 - December 2006
USI Insurance Services June 1994 - October 2002
Skills
Business Development, CRM, Entrepreneurship, Marketing, Competitive Analysis, Program Management, Sales, Finance, Employee Benefits, Sales Process, Consulting, Casualty, Commercial Insurance, Underwriting, Health Insurance
Education
San Diego State University-California State University 1972 — 1976
BS, Biology, Physics
Swiss Re Life & Health America, Inc November 2011 - Present
USI Insurance Services January 2007 - December 2008
Swiss Re April 2004 - January 2007
AOL Time Warner July 2000 - April 2004
AOL 2000 - 2004
Credit Suisse April 1998 - January 2000
KPMG September 1994 - April 1998
Skills
Forecasting, Leadership, Business Planning, Marketing, Management, Competitive Analysis, Insurance, Analysis, Budgets, Business Analysis, Finance, Strategic Planning
Education
Pace University - Lubin School of Business 1992 — 1994
BS, Accounting / Finance
State University of New York at Delhi 1990 — 1991
AS, Accounting
other
Guardian Life April 2014 - Present
USI Insurance Services May 2011 - April 2014
Sun Life Financial September 2008 - June 2011
Sun Life Financial June 2005 - September 2008
GE Insurance Solutions January 2003 - June 2005
Risk Assessment Strategies, Inc. September 2000 - January 2003
EPRG, Inc. August 1999 - August 2000
Firm United Healthcare February 1989 - July 1999
Skills
Insurance, Employee Benefits, Underwriting, Strategy, Brokers, Reinsurance, CRM, Business Development, Management, Selling, Product Management, Marketing, Marketing Strategy, Sales, Self-funded, Program Management, Financial Risk, Product Development, Healthcare, Group Insurance
Education
Post University
A.S., Business Administration, Marketing
USI Insurance Services March 2014 - Present
Mary Kay Inc. February 2013 - Present
USG February 2010 - September 2012
USG April 2008 - September 2012
USG March 2006 - March 2008
USG November 2003 - February 2006
USG May 2002 - October 2003
Skills
Employee Relations, Performance Management, Coaching, Leadership Development, Recruiting, Strategic Planning, Benefits Administration, Event Planning, Onboarding, Organizational..., Employee Benefits, Human Resources, New Hire Orientations, HRIS, Talent Acquisition, Talent Management, Training, HR Policies, Labor Relations, Employee Training, Customer Service, Program Management, Leadership, Hiring, Succession Planning, College Recruiting, Employee Engagement, FMLA, Workforce Planning, Sales, Deferred Compensation
Education
Saint Mary-of-the-Woods College 1996 — 1999
Bachelor of Science (B.S.), Elementary Education and Teaching
USI Insurance Services March 2004 - Present
USI Insurance Services September 2000 - March 2004
Nashoba Publishing, Div of Fitchburg Publishing Co September 2000 - March 2004
Nashoba Publications February 2000 - April 2000
Nashoba Publishing October 1995 - April 2000
Nashoba Publications January 1995 - February 2000
NEBS September 1988 - September 1996
NEBS Printing September 1993 - September 1995
IV January 1988 - September 1995
New England Business Service, Inc January 1988 - January 1995
Skills
Employee Benefits, HRIS, Human Resources
Education
Rivier College 1995 — 1999
MBA, Management and HR
University of Massachusetts Lowell 1990 — 1993
Graduate, Managment
GDRHS 1987 — 1990
High School, High School
Rivier College
Master, Business Administration
University of MA at Lowell
BS, Business Administration
NFP March 2014 - Present
USI Insurance Services May 2013 - March 2014
Gallagher Benefit Services June 2008 - May 2013
Skills
Employee Benefits, Management, Health Insurance, Business Development, Insurance, Contract Negotiation, Salesforce.com, Account Management, Disability Insurance, Strategic Planning, Human Resources, Customer Service, Health Savings Accounts, Workers Compensation, Underwriting, COBRA
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Management
B.C. High 2000 — 2004
Tiffany & Co. March 2013 - Present
Datapipe June 2012 - March 2013
Datapipe September 2011 - March 2013
USI Insurance Services October 2008 - September 2011
USI Affinity February 2003 - September 2011
Skills
IT Service Management, ITIL, Business Intelligence, Vendor Management, Microsoft SQL Server, Business Analysis, Active Directory, Citrix, Project Management, Visio, Process Improvement, HTML, IT Management, System Administration, IT Strategy, Software Documentation, IT Operations, JavaScript, Service-Now, Disaster Recovery, Windows Server, System Deployment, SQL, Software Project..., Data Center, Troubleshooting, Integration, Requirements Analysis, ServiceNow, Customer Service
Education
Stevens Institute of Technology 2005 — 2010
MBA, Technology Management, Project Management
Pace University 1998 — 2002
BS, Computer Science
Metro Washington Association of Independent Ins Agents June 2010 - Present
Voit Consulting, LLC 2007 - 2010
USI Insurance Services 1995 - 2005
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Marketing, Management, Professional Liability, D&O
Education
Penn State University
BA Journalism, Communications
Eastern Benefits Group February 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services June 2013 - May 2014
The Pinnacle Group August 2011 - June 2013
Baystate Financial Services 2009 - August 2011
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Marketing, Customer Service, Wellness, Microsoft Office, Health Care Reform, Health Savings Accounts, HRA, Benefits Administration, Dental Insurance, COBRA
Education
Roger Williams University 2005 — 2009
B.A., Communications, Political Science
USI Insurance Services July 2011 - Present
Sychronicity Group March 2009 - July 2011
University of Miami School of Medicine July 1995 - March 2009
Miccosukee Indian Corporation July 1992 - May 1995
Skills
Leadership, Public Speaking, Wellness, Program Development, Team Building, Marketing, Strategic Planning, Management, Nutrition, Personal Development, Wellness Coaching, Healing, Event Management, Employee Wellness..., Event Planning, Mental Health Counseling, Nonprofits, Fitness, Motivational Speaking, Healthcare, Meditation, Yoga, Start-ups, Medicare
Education
University of Miami 1997 — 2002
Masters of Education, Mental Health Counseling and Psychology
Penn State University
Bachelors of Science, Corporate-based Wellness & Exercise Physiology
USI Insurance Services January 1979 - Present
Education
Randolph-Macon College 1966 — 1970
BA
KG Consulting September 2008 - Present
USI Insurance Services June 1989 - July 2007
UNUM 1986 - 1989
Skills
Marketing Strategy, Brokers, Employee Benefits, Professional Liability, Employee Relations, Health Savings Accounts, Workers Compensation, Liability, Medicare, Underwriting, Claim, New Business Development, Account Management, Long-term Care, Small Business
Education
Penn State University 1982 — 1986
BACHELOR OF SCIENCE
St. Joseph's University
Norfolk Commissioner of the Revenue's Office January 2014 - Present
USI Insurance Services September 2011 - December 2013
Damco Distribution Services, Inc. April 2010 - September 2011
Bridge Terminal Transport, Inc. November 2008 - April 2010
APM Terminals October 2004 - November 2008
Skills
Logistics, Business Development, Management, Transportation, Public Administration, Strategic Planning, Operations Management, Lobbying, Maritime, Sales, Program Management, Ports, Leadership, Government, Contract Negotiation, Team Building, Customer Service, Negotiation, Budgets, Tax, Public Speaking, Marketing, Social Media, Public Relations, Project Planning, New Business Development, Supply Chain Management, Account Management, Sales Management, Project Management, Shipping, Logistics Management, Risk Management, Team Leadership, Contract Management, Strategy, Event Planning, Fundraising, Analysis, Event Management
Education
William & Mary 1998 — 2002
B.A., History
Old Dominion University 2003 — 2004
Master of Public Administration (M.P.A.)
USI Insurance Services April 2007 - Present
Willis August 2004 - November 2006
Education
Oregon State University
Meritain Health (An Aetna Company) December 2014 - Present
Heffernan Insurance Brokers 2013 - 2014
Willis 2011 - 2013
Frank Crystal & Company 2008 - 2010
USI Insurance Services 2004 - 2008
Skills
Employee Benefits, Insurance, Health Savings Accounts, Brokers, Disability Insurance, Accident, Claim, Long-term Care, Life Insurance, Benefits Administration, COBRA, Term Life Insurance, Group Insurance, Underwriting, Workers Compensation, Health Care Reform, Health Insurance, Healthcare, Critical Illness, Business Strategy, ERISA, HIPAA, Employee Wellness, Open Enrollment, Real Estate, Leadership, Management, Sales, Strategic Planning, Marketing, Account Management, New Business Development, Property & Casualty..., Customer Service, Customer Retention, Managed Care, Consulting, CRM, General Insurance
Education
Nyack College 2000 — 2004
Bachelor’s in Business Administration, Computer Science & Theology
Optima Health November 2014 - Present
Amerigroup September 2013 - Present
USI Insurance Services September 2012 - September 2013
USI Insurance Services September 2011 - September 2012
Ameriprise Financial December 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft SQL Server, Time Management, Microsoft Word, PowerPoint
Education
Old Dominion University 2011 — 2014
M.B.A.
Radford University 2007 — 2011
Bachelor, Business Administration; Finance
USI Insurance Services February 2009 - Present
Independence Blue Cross July 2008 - October 2008
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2008 - May 2008
State Farm Insurance December 2005 - October 2007
Satyam Computer services Limited 2000 - 2004
Skills
Business Analysis, Stakeholder Management, Process Modeling, UAT coordination, Requirements Analysis, Business Process..., Requirements Gathering, Wireframes, User Stories, Visio, Project Coordination, Test Planning, System Testing, User Acceptance Testing, SDLC, Insurance, IT Service Management, Microsoft Dynamics, SharePoint, Risk Management
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2000 — 2006
M Sc, Information Technology
Osmania University 1997 — 2000
Bsc, Computer Science, Mathematics, Statistics
USI Insurance Services September 2012 - Present
TD Insurance July 2008 - September 2012
Education
Peirce College
USI Insurance Services 2010 - Present
Mercer 2000 - 2010
Skills
Insurance, Underwriting, Health Insurance, Disability Insurance, Employee Benefits, Customer Service, Sales Management, Managed Care, Life Insurance, Claim, Benefits Administration, Account Management, Workers Compensation, Health Savings Accounts, Employee Wellness, Brokers, Commercial Insurance, Property & Casualty..., Marketing, 401k, Healthcare, Team Building, Strategy, Strategic Planning
Education
Portland State University 2000 — 2001
Oregon State University 1988 — 1991
ICON International, Inc. October 2013 - Present
Person-to-Person April 2010 - Present
USI Insurance Services May 2013 - October 2013
Office of Administration, City of Stamford June 2012 - August 2012
Stamford Family YMCA June 2008 - August 2008
Yerwood Center December 2006 - February 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Firefox, Group Work, Social Media, Social Networking, Internet Explorer, internet research, HTML, Facebook, Twitter, Payroll, Time Management, Outlook, Training
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, Human Resources
Pace University-Pleasantville/Briarcliff Campus
USI Insurance Services March 2009 - Present
USI New Jersey March 2009 - Present
USI 2009 - Present
Liberty Mutual Insurance August 1978 - March 2009
Education
Pfeiffer University 1971 — 1975
Bachelor of Arts, Accounting
South River High School 1968 — 1971
USI Insurance Services July 2012 - Present
Tax Back, Inc. dba Jackson Hewitt Tax Service January 2008 - Present
Capital District Financial Group May 1996 - Present
EFP 2001 - 2011
Prudential Financial May 1973 - May 1997
Skills
Disability Insurance, Insurance, Employee Benefits, Long-term Care, 401k, Property & Casualty..., Retirement, Underwriting, Workers Compensation, Fixed Annuities, Accident, Commercial Insurance, Claim, General Insurance, Retirement Planning, Benefits Administration, Health Savings Accounts, Liability, Critical Illness, Small Business
Education
The American College 1975 — 1982
Chartered Life Underwriter(CLU), Insurance
THE AMERICAN COLLEGE BRYB MAWR PA 1974 — 1981
CLU-Chartered Life Underwriter, Finanacial Services
Rensselaer Polytechnic Institute 1960 — 1964
BaCHELOR OF MECHANICAL ENG, Mechanical Engineering
USI Insurance Services March 2009 - Present
Liberty Mutual Insurance 1975 - 2009
Skills
Insurance, Brokers, Liability, Property & Casualty..., Negotiation, Claims Management, Strategic Planning, Inland Marine, Commercial Insurance, Employment Practices..., Selling, Underwriting, Commercial Lines, Workers Compensation, Risk Management, Direct Sales, Professional Liability, Sales Management, Health Insurance, Excess, New Business Development
Education
Queens College 1969 — 1973
BA, Economics
USI Insurance Services August 2001 - Present
Skills
Insurance, Casualty Insurance
Education
Purdue University 1972 — 1976
Bachelor's Degree, Mechanical Engineering/Mechanical Technology/Technician
USI Insurance Services June 2010 - Present
Crye-Leike Insurance Agency, Inc. October 2007 - October 2009
Absolute Insurance Service, Inc. August 2004 - September 2007
Black White & Associates July 2003 - August 2004
RA&MCO Insurance October 2000 - July 2003
Willis (formerly Willis Corroon; formerly Corroon & Black) March 1988 - September 2000
Insurance World February 1987 - March 1988
Gordon Wood Agency February 1986 - February 1987
Fiser Insurance Agency, Inc. March 1977 - February 1986
Education
Northwest Christian College 1996 — 1998
BA, Management
Lane Community College 1991 — 1998
Management
Insurance Institute of America
CPCU - Chartered Property Casualty Underwriter 9-1997
Insurance Institute of America
AIS - Associate in General Insurance
Insurance Institute of America
CISR - Certified Insurance Service Representative
Insurance Institute of America
CPSR - Certified Professional Service Representative
Insurance Institute of America
AINS - Associate in Insurance Servicing - 2010
Insurance Institute of America
CPIW - Certified Professional Insurance Woman
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2004 - Present
Wells Fargo Insurance Services July 1990 - Present
Prudential Federal Savings & Loan July 1976 - July 1984
Faulkner Real Estate and Insuance January 1969 - September 1973
Skills
Insurance, Property & Casualty..., Underwriting, Health Insurance, Commercial Insurance, Umbrella Insurance, Casualty, Claim, Legal Liability, Liability, Professional Liability, General Insurance, Employee Benefits, Disability Insurance, Risk Management, Brokers, Life Insurance, Term Life Insurance, Fixed Annuities, Commercial Lines, Employment Practices..., D&O, Inland Marine
Education
Prince George's Community College
USI Insurance Services
Skills
Insurance, Employee Benefits
Education
Princeton University 1988 — 1992
Petplan Pet Insurance (USA) January 2013 - Present
USI Insurance Services May 2011 - January 2013
TD Insurance May 2011 - September 2012
State Farm Insurance April 2010 - March 2011
Prudential Financial December 2009 - January 2010
Ackerman Insurance Services Inc. September 2005 - September 2009
Collier Insurance Servies August 2004 - September 2005
IRMS May 2004 - July 2004
First Trenton Insurance September 2002 - April 2004
Skills
Property & Casualty..., Life Insurance, Health Insurance, Term Life Insurance, Umbrella Insurance, General Insurance, Commercial Insurance, Insurance, Computers, Sales, Customer Service, Customer Retention, Customer Engagement, Detailed Organization, Pay Close Attention to..., Multi-line Phone, 10 Key, Epic Systems, TAM, Typing, Fixed Annuities
Education
Burlington County College 1998 — 1999
Computer Science
Lenape High School 1994 — 1998
High School
USI Insurance Services January 2014 - Present
MSW●ARS Research March 2012 - December 2013
KPF May 2010 - August 2011
Skills
Quantitative Research, Market Research, Marketing Research, Marketing Communications, Research, Microsoft Office, Strategic Planning, PowerPoint, Customer Service, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Integrated Marketing
Education
Regis College 2008 — 2011
Bachelor of Arts (BA), English Language and Literature, General
USI Insurance Services January 2014 - July 2014
Tire Knowledge Recycling Solutions, Ltd June 2010 - November 2012
Skills
Data Analysis, Microsoft Office
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (MBA), Public accounting
University of Connecitcut 2007 — 2012
Political Science and Government
USI Insurance Services March 2014 - Present
Assurant Employee Benefits May 2008 - Present
Iron Mountain October 2005 - January 2008
Iron Mountain March 2004 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Otterbein College 1997 — 2000
Bachelor of Arts (B.A.), Sport and Wellness
University of Mobile 1995 — 1997
Mercer September 2015 - Present
USI Insurance Services May 2010 - September 2015
Skills
Financial Analysis, Data Analysis, Underwriting, Analytical Skills, Clinical Analytics, Negotiation, Management, Analysis, Consulting, Claim, Strategic Planning, Health Insurance
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General