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
Employee
Years
Job
Industry
Shanna Pyka Shanna Pyka's USI Insurance Services Experience August 2011 - July 2012
Job Project Coordinator at Crown Castle
Industry Telecommunications
Experience
Crown Castle July 2014 - Present
Overland Contracting Inc. March 2014 - July 2014
Overland Contracting July 2012 - March 2014
USI Insurance Services August 2011 - July 2012
BevMo! June 2011 - August 2011
WorkforceLogic June 2005 - May 2011
Robert Half International September 2003 - June 2005
A & P Moving, Inc - Bekins Agent January 1999 - September 2003
Orbit Network February 1998 - January 1999
Pacific Coast Remodelers 1997 - 1998
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Visio, Outlook, PowerPoint, Databases, Microsoft CRM, Data Entry, QuickBase, Siterra, Applicant Tracking..., Employee Benefits, Benefits Administration, Interviews, Payroll, Talent Acquisition, Leadership, Management, Calendaring, Event Planning, 10 Key, Meeting Planning, Travel Planning, Invoicing, Expenses, Board Relations, Temporary Staffing, Gatekeeper, Typing, Minutes, Gatekeepers, Project Management, Telecommunications, Vlookup, MS Excel Pivot Tables
Education
Rancho Cotate High 1991 — 1995
Solano Community College
Associate of Science (AS), Business/Commerce, General
Crown Castle July 2014 - Present
Overland Contracting Inc. March 2014 - July 2014
Overland Contracting July 2012 - March 2014
USI Insurance Services August 2011 - July 2012
BevMo! June 2011 - August 2011
WorkforceLogic June 2005 - May 2011
Robert Half International September 2003 - June 2005
A & P Moving, Inc - Bekins Agent January 1999 - September 2003
Orbit Network February 1998 - January 1999
Pacific Coast Remodelers 1997 - 1998
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Visio, Outlook, PowerPoint, Databases, Microsoft CRM, Data Entry, QuickBase, Siterra, Applicant Tracking..., Employee Benefits, Benefits Administration, Interviews, Payroll, Talent Acquisition, Leadership, Management, Calendaring, Event Planning, 10 Key, Meeting Planning, Travel Planning, Invoicing, Expenses, Board Relations, Temporary Staffing, Gatekeeper, Typing, Minutes, Gatekeepers, Project Management, Telecommunications, Vlookup, MS Excel Pivot Tables
Education
Rancho Cotate High 1991 — 1995
Solano Community College
Associate of Science (AS), Business/Commerce, General
Bill Hueber Bill Hueber's USI Insurance Services Experience October 2002 - July 2007
Job Vice President, Sales at Hub International
Industry Insurance
Experience
Hub International July 2013 - Present
Kinloch Consulting Group July 2007 - July 2013
USI Insurance Services October 2002 - July 2007
Mercer Health & Benefits June 2001 - July 2002
MDNY Healthcare March 1998 - June 2001
Empire Blue Cross March 1992 - May 1997
MetLife Insurance Comapny November 1988 - March 1990
Skills
Proficient at all..., Excellent at generating..., Workers Compensation, Group Medical, Employee Benefits, Insurance, Dentistry, Sales, Managed Care, Health Insurance, Health Savings Accounts, Property & Casualty..., HIPAA, Medicare, Selling, Underwriting, Healthcare, Disability Insurance, Strategy, Human Resources, Brokers, Term Life Insurance
Education
State University of New York College at Cortland 1985 — 1988
Bachelor of Arts, Communications
Suffolk County Community College 1983 — 1985
BA, Communications
Hub International July 2013 - Present
Kinloch Consulting Group July 2007 - July 2013
USI Insurance Services October 2002 - July 2007
Mercer Health & Benefits June 2001 - July 2002
MDNY Healthcare March 1998 - June 2001
Empire Blue Cross March 1992 - May 1997
MetLife Insurance Comapny November 1988 - March 1990
Skills
Proficient at all..., Excellent at generating..., Workers Compensation, Group Medical, Employee Benefits, Insurance, Dentistry, Sales, Managed Care, Health Insurance, Health Savings Accounts, Property & Casualty..., HIPAA, Medicare, Selling, Underwriting, Healthcare, Disability Insurance, Strategy, Human Resources, Brokers, Term Life Insurance
Education
State University of New York College at Cortland 1985 — 1988
Bachelor of Arts, Communications
Suffolk County Community College 1983 — 1985
BA, Communications
Nancy Mitchell, CPA Nancy Mitchell, CPA's USI Insurance Services Experience June 1987 - July 2006
Job Controller at Houston International Insurance Group
Industry Food Production
Experience
Houston International Insurance Group November 2013 - Present
Double R Brand Foods, LLC August 2012 - September 2013
BBVA Compass July 2006 - July 2012
USI Insurance Services June 1987 - July 2006
Ranger Insurance November 1976 - June 1987
Skills
Banking, Budgets, Project Planning, Accounting, Finance, Financial Reporting, GAAP, Variance Analysis, Financial Analysis, General Ledger, Accounts Payable, Forecasting, Accounts Receivable, Auditing, Corporate Finance, Risk Management, Insurance, Sarbanes-Oxley Act, Account Reconciliation, Executive Management, Mergers & Acquisitions, Cash Management, Business Process..., Financial Statements, Payroll, Internal Audit, Enterprise Risk..., Process Improvement, Internal Controls
Education
Texas State University 1974 — 1976
BBA, Accounting
Brazosport College 1972 — 1974
Angleton High School 1968 — 1972
High School Diploma
Houston International Insurance Group November 2013 - Present
Double R Brand Foods, LLC August 2012 - September 2013
BBVA Compass July 2006 - July 2012
USI Insurance Services June 1987 - July 2006
Ranger Insurance November 1976 - June 1987
Skills
Banking, Budgets, Project Planning, Accounting, Finance, Financial Reporting, GAAP, Variance Analysis, Financial Analysis, General Ledger, Accounts Payable, Forecasting, Accounts Receivable, Auditing, Corporate Finance, Risk Management, Insurance, Sarbanes-Oxley Act, Account Reconciliation, Executive Management, Mergers & Acquisitions, Cash Management, Business Process..., Financial Statements, Payroll, Internal Audit, Enterprise Risk..., Process Improvement, Internal Controls
Education
Texas State University 1974 — 1976
BBA, Accounting
Brazosport College 1972 — 1974
Angleton High School 1968 — 1972
High School Diploma
Susan Margolis Susan Margolis's USI Insurance Services Experience 1998 - 2002
Job Vice President / Sr. Claims Advisor at Marsh USA
Industry Insurance
Experience
Marsh June 2014 - Present
Bimbo Bakeries USA May 2010 - May 2014
Waste Management February 2002 - January 2009
USI Insurance Services 1998 - 2002
Aon Risk Services 1990 - 1997
Skills
Workers Compensation, Claim, Workers' Compensation..., Management, Claims Management, Insurance, Employee Benefits, Risk Management, Litigation Management, Process Improvement, Team Building, Strategic Planning, Customer Service, Leadership, Property & Casualty..., Training, Performance Management, Risk Assessment, Operations Management, Legal Liability, Analysis, Disability Insurance, Liability, Environmental Awareness
Education
Temple University
BA, Social Sciences
Marsh June 2014 - Present
Bimbo Bakeries USA May 2010 - May 2014
Waste Management February 2002 - January 2009
USI Insurance Services 1998 - 2002
Aon Risk Services 1990 - 1997
Skills
Workers Compensation, Claim, Workers' Compensation..., Management, Claims Management, Insurance, Employee Benefits, Risk Management, Litigation Management, Process Improvement, Team Building, Strategic Planning, Customer Service, Leadership, Property & Casualty..., Training, Performance Management, Risk Assessment, Operations Management, Legal Liability, Analysis, Disability Insurance, Liability, Environmental Awareness
Education
Temple University
BA, Social Sciences
Jenny Noel-Brandt's USI Insurance Services Experience August 2014 - Present
Job Benefits Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 2014 - Present
USI Insurance Services March 2008 - August 2014
Humana 2003 - 2008
Education
Southern Illinois University, Carbondale
Bachelors, International Business
USI Insurance Services August 2014 - Present
USI Insurance Services March 2008 - August 2014
Humana 2003 - 2008
Education
Southern Illinois University, Carbondale
Bachelors, International Business
Denise Rohner Denise Rohner's USI Insurance Services Experience July 2014 - May 2015
Job Sales Operations & Assoc. Project Manager ▪6 Years IT Sales experience ▪Marketing focus ▪ongoing CAPM Certification
Industry Insurance
Experience
DR Event Planning January 2014 - Present
USI Insurance Services July 2014 - May 2015
VMware November 2012 - 2014
Dell 2008 - 2012
Skills
Salesforce.com, Project Management, Incentive Programs, Metrics Reporting, Mentoring New Hires, Problem Solving, Internal Process..., Sales Operations, Sales Process, Oral & Written..., Creative Solutions, Field Marketing, Lead Generation, Managed Services, Thought Leadership, Enthusiast, Solution Selling, Can Do Approach, Sales Enablement, New Business Development, Team Leadership, SaaS, Cloud Computing, Human Capital, Account Sales Strategies, Storage, Resellers, Account Management, Direct Sales, Forecasting, Information Technology, Channel Partners, Workplace Safety, Getting the Best Out Of..., Storage Solutions, CRM, Selling, Business Development, Leadership, Software Industry, Demand Generation, Storage Virtualization, SMB, Management, Sales, Networking, Integration, Professional Services, Marketing, Virtualization
Education
Texas Tech University 2003 — 2008
Bachelor's Degree, Restaurant, Hotel, and Institutional Management
DR Event Planning January 2014 - Present
USI Insurance Services July 2014 - May 2015
VMware November 2012 - 2014
Dell 2008 - 2012
Skills
Salesforce.com, Project Management, Incentive Programs, Metrics Reporting, Mentoring New Hires, Problem Solving, Internal Process..., Sales Operations, Sales Process, Oral & Written..., Creative Solutions, Field Marketing, Lead Generation, Managed Services, Thought Leadership, Enthusiast, Solution Selling, Can Do Approach, Sales Enablement, New Business Development, Team Leadership, SaaS, Cloud Computing, Human Capital, Account Sales Strategies, Storage, Resellers, Account Management, Direct Sales, Forecasting, Information Technology, Channel Partners, Workplace Safety, Getting the Best Out Of..., Storage Solutions, CRM, Selling, Business Development, Leadership, Software Industry, Demand Generation, Storage Virtualization, SMB, Management, Sales, Networking, Integration, Professional Services, Marketing, Virtualization
Education
Texas Tech University 2003 — 2008
Bachelor's Degree, Restaurant, Hotel, and Institutional Management
Rick Renna Rick Renna's USI Insurance Services Experience September 2013 - Present
Job VP Health Insurance Advisor
Industry Insurance
Experience
USI Insurance Services September 2013 - Present
MagnaCare April 2011 - September 2013
Connelly Campion Wright October 2003 - April 2010
Intel July 2000 - July 2003
Skills
Insurance, Sales, Healthcare, Strategic Planning, Health Insurance, Client Education, Client Relations Skills, Disability Insurance, Managed Care, Management, 401k, Employee Benefits, Investments, PPO, Medicaid, Dentistry, Underwriting, Brokers, Account Management, Medicare, Claim, Workers Compensation, Salesforce.com, Financial Services, Healthcare Industry, Marketing, Sales Management, Microsoft Excel, HIPAA, Team Building, Benefits Administration, Long-term Care, Selling, Health Savings Accounts, Risk Management, Health Policy, Healthcare Information..., Term Life Insurance, Leadership, Life Insurance, Human Resources, Process Improvement, Coaching, Customer Service
Education
The College of New Jersey 1983 — 1988
BS, Education
USI Insurance Services September 2013 - Present
MagnaCare April 2011 - September 2013
Connelly Campion Wright October 2003 - April 2010
Intel July 2000 - July 2003
Skills
Insurance, Sales, Healthcare, Strategic Planning, Health Insurance, Client Education, Client Relations Skills, Disability Insurance, Managed Care, Management, 401k, Employee Benefits, Investments, PPO, Medicaid, Dentistry, Underwriting, Brokers, Account Management, Medicare, Claim, Workers Compensation, Salesforce.com, Financial Services, Healthcare Industry, Marketing, Sales Management, Microsoft Excel, HIPAA, Team Building, Benefits Administration, Long-term Care, Selling, Health Savings Accounts, Risk Management, Health Policy, Healthcare Information..., Term Life Insurance, Leadership, Life Insurance, Human Resources, Process Improvement, Coaching, Customer Service
Education
The College of New Jersey 1983 — 1988
BS, Education
Gina Madonia Gina Madonia's USI Insurance Services Experience 2007 - 2009
Job Accounting at Philips Healthcare
Industry Medical Devices
Experience
Lantheus Medical Imaging December 2013 - Present
Philips Healthcare April 2010 - December 2013
Randstad 2010 - 2011
USI Insurance Services 2007 - 2009
Sonus 2007 - 2007
Northrop Grumman Corporation 2004 - 2007
Physical Sciences Inc. September 1997 - June 2004
Skills
Microsoft Excel, PowerPoint, Oracle Applications, PeopleSoft, Aceva, SAP, Microsoft Office, Microsoft Word, Sagita, Deltek, ADP Payroll, Accounts Receivable, Cybersource, Outlook, WAWF, MOCAS, Government Billing, Bank Reconciliation, Electronic Payments, General Ledger, Accounting, Financial Statements, Account Reconciliation
Education
Southern New Hampshire University 2013 — 2013
Accounting and Finance
Greater Lawrence Technical School 1994 — 1998
Accounting
Lantheus Medical Imaging December 2013 - Present
Philips Healthcare April 2010 - December 2013
Randstad 2010 - 2011
USI Insurance Services 2007 - 2009
Sonus 2007 - 2007
Northrop Grumman Corporation 2004 - 2007
Physical Sciences Inc. September 1997 - June 2004
Skills
Microsoft Excel, PowerPoint, Oracle Applications, PeopleSoft, Aceva, SAP, Microsoft Office, Microsoft Word, Sagita, Deltek, ADP Payroll, Accounts Receivable, Cybersource, Outlook, WAWF, MOCAS, Government Billing, Bank Reconciliation, Electronic Payments, General Ledger, Accounting, Financial Statements, Account Reconciliation
Education
Southern New Hampshire University 2013 — 2013
Accounting and Finance
Greater Lawrence Technical School 1994 — 1998
Accounting
Jacqui Belleville Jacqui Belleville's USI Insurance Services Experience October 2013 - Present
Job Regional Communications Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services October 2013 - Present
Tufts Health Plan August 2008 - Present
Education
Simmons College 1995 — 2000
Master of Science (M.S.)
Wheaton College 1981 — 1985
Bachelor of Arts (B.A.)
USI Insurance Services October 2013 - Present
Tufts Health Plan August 2008 - Present
Education
Simmons College 1995 — 2000
Master of Science (M.S.)
Wheaton College 1981 — 1985
Bachelor of Arts (B.A.)
Leslie Sullivan Leslie Sullivan's USI Insurance Services Experience 2007 - 2014
Job Account Manager at Santo Insurance & Financial Services, Inc.
Industry Insurance
Experience
Santo Insurance & Financial Services, Inc. May 2014 - Present
USI Insurance Services 2007 - 2014
Advantage Benefits, Inc. July 2003 - July 2007
Skills
Commercial Insurance, Team Leadership
Education
Southern New Hampshire University 1992 — 1996
Bachelor of Science (B.S.), Marketing
Franklin High School 1989 — 1992
Santo Insurance & Financial Services, Inc. May 2014 - Present
USI Insurance Services 2007 - 2014
Advantage Benefits, Inc. July 2003 - July 2007
Skills
Commercial Insurance, Team Leadership
Education
Southern New Hampshire University 1992 — 1996
Bachelor of Science (B.S.), Marketing
Franklin High School 1989 — 1992
Subham Dangol Subham Dangol's USI Insurance Services Experience July 2013 - March 2015
Job Data Integration Developer at Ferguson Enterprises
Industry Accounting
Experience
Ferguson Enterprises March 2015 - Present
USI Insurance Services July 2013 - March 2015
TeenAIDS-PeerCorps July 2013 - November 2013
Old Dominion University September 2011 - June 2013
Old Dominion University July 2010 - October 2010
Old Dominion University May 2010 - July 2010
Old Dominion University August 2008 - May 2010
Skills
Information Literacy, Residence Life, Critical Thinking, Collection Development, Library Management, Digitization, Accounting, Information Technology, Information Systems, Financial Accounting, Peachtree, QuickBooks, Peer Mentoring, Database Admin, Data Entry, Bookkeeping, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking
Education
Old Dominion University - College of Business and Public Administration 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Information Systems
Ferguson Enterprises March 2015 - Present
USI Insurance Services July 2013 - March 2015
TeenAIDS-PeerCorps July 2013 - November 2013
Old Dominion University September 2011 - June 2013
Old Dominion University July 2010 - October 2010
Old Dominion University May 2010 - July 2010
Old Dominion University August 2008 - May 2010
Skills
Information Literacy, Residence Life, Critical Thinking, Collection Development, Library Management, Digitization, Accounting, Information Technology, Information Systems, Financial Accounting, Peachtree, QuickBooks, Peer Mentoring, Database Admin, Data Entry, Bookkeeping, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking
Education
Old Dominion University - College of Business and Public Administration 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Information Systems
Chelsea Courtney Chelsea Courtney's USI Insurance Services Experience July 2011 - Present
Job Employee Benefits Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2011 - Present
Bank of the Commonwealth July 2008 - July 2011
Skills
Employee Benefits, Benefits Administration, Event Planning, Account Management, Health Care Reform, Health Insurance, Dental Insurance, Ancillary Benefits, ERISA, Life Insurance, Life & Health Insurance...
Education
Old Dominion University - College of Business and Public Administration 1998 — 2003
Bachelor's degree, Marketing
USI Insurance Services July 2011 - Present
Bank of the Commonwealth July 2008 - July 2011
Skills
Employee Benefits, Benefits Administration, Event Planning, Account Management, Health Care Reform, Health Insurance, Dental Insurance, Ancillary Benefits, ERISA, Life Insurance, Life & Health Insurance...
Education
Old Dominion University - College of Business and Public Administration 1998 — 2003
Bachelor's degree, Marketing
Randy Loving's USI Insurance Services Experience August 2010 - Present
Job Property and Casualty Consultant at USI Southwest
Industry Insurance
Experience
USI Insurance Services August 2010 - Present
Cintas First Aid & Safety July 2004 - August 2010
Stewart & Stevenson September 2000 - March 2002
Skills
Property & Casualty..., Direct Sales, Training, New Business Development, Solution Selling, Marketing
Education
Stephen F. Austin State University 1995 — 2000
BBA, Marketing
USI Insurance Services August 2010 - Present
Cintas First Aid & Safety July 2004 - August 2010
Stewart & Stevenson September 2000 - March 2002
Skills
Property & Casualty..., Direct Sales, Training, New Business Development, Solution Selling, Marketing
Education
Stephen F. Austin State University 1995 — 2000
BBA, Marketing
Jack Heim Jack Heim's USI Insurance Services Experience 1999 - 2002
Job Agent & Broker, Director PHA Insurance Services, LLC.
Industry Insurance
Experience
PHA Insurance Services, LLC, Private Health Associates US September 2001 - Present
CBCA Insurance Services, Inc., now SIMPLIFI Insurance Agency LLC June 2006 - April 2012
CBCA Insurance Services, Inc. 2002 - 2006
USI Insurance Services 1999 - 2002
Liberty Mutual Insurance Group May 1994 - November 1999
Skills
Insurance, Health Insurance, Medicare, Employee Benefits, Brokers, Disability Insurance, Healthcare, Claim, Underwriting, General Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Term Life Insurance, Casualty, Long-term Care, Liability, Workers Compensation, Fixed Annuities, Critical Illness, Health Savings Accounts, Managed Care, Reinsurance, Claims Management, Accident, Legal Liability, Professional Liability, Employment Practices..., Umbrella Insurance, D&O, Financial Risk, Retirement, Benefits Administration, Retirement Planning, Whole Life
Education
Kaplan College 1991 — 2006
Licensed Insurance Agent & Broker, Life, Health, Property, Casualty, Surplus Lines, Specialty Travel Licenses
Stephen F. Austin State University 1976 — 1978
Sociology, Criminal Justice
Temple College 1974 — 1976
Sociology
PHA Insurance Services, LLC, Private Health Associates US September 2001 - Present
CBCA Insurance Services, Inc., now SIMPLIFI Insurance Agency LLC June 2006 - April 2012
CBCA Insurance Services, Inc. 2002 - 2006
USI Insurance Services 1999 - 2002
Liberty Mutual Insurance Group May 1994 - November 1999
Skills
Insurance, Health Insurance, Medicare, Employee Benefits, Brokers, Disability Insurance, Healthcare, Claim, Underwriting, General Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Term Life Insurance, Casualty, Long-term Care, Liability, Workers Compensation, Fixed Annuities, Critical Illness, Health Savings Accounts, Managed Care, Reinsurance, Claims Management, Accident, Legal Liability, Professional Liability, Employment Practices..., Umbrella Insurance, D&O, Financial Risk, Retirement, Benefits Administration, Retirement Planning, Whole Life
Education
Kaplan College 1991 — 2006
Licensed Insurance Agent & Broker, Life, Health, Property, Casualty, Surplus Lines, Specialty Travel Licenses
Stephen F. Austin State University 1976 — 1978
Sociology, Criminal Justice
Temple College 1974 — 1976
Sociology
Colleen Ververis Colleen Ververis's USI Insurance Services Experience 2006 - 2009
Job Vice President of Irongate Insurance Counselors
Industry Insurance
Experience
Irongate Insurance Counselors, LLC December 2013 - Present
USI Insurance Services 2006 - 2009
Travelers 1994 - 1999
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Risk Management
Education
Southern Connecticut State University
Irongate Insurance Counselors, LLC December 2013 - Present
USI Insurance Services 2006 - 2009
Travelers 1994 - 1999
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Risk Management
Education
Southern Connecticut State University
Brent McLennan's USI Insurance Services Experience October 2014 - Present
Job Property/Casualty Consultant at USI Southwest
Industry Insurance
Experience
USI Insurance Services October 2014 - Present
Texas Mutual Insurance Company June 2012 - October 2014
Employers Insurance Group August 2010 - June 2012
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Insurance, Marketing, Sales, Underwriting, Liability, Legal Liability, General Insurance, Professional Liability, Management, Claim, Umbrella Insurance, Reinsurance, Inland Marine, Brokers, Casualty Insurance, Casualty, Claims Management, Employee Benefits
Education
Texas A&M University 2001 — 2004
B.A., Communications
Spring High School
Tarleton State University
USI Insurance Services October 2014 - Present
Texas Mutual Insurance Company June 2012 - October 2014
Employers Insurance Group August 2010 - June 2012
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Insurance, Marketing, Sales, Underwriting, Liability, Legal Liability, General Insurance, Professional Liability, Management, Claim, Umbrella Insurance, Reinsurance, Inland Marine, Brokers, Casualty Insurance, Casualty, Claims Management, Employee Benefits
Education
Texas A&M University 2001 — 2004
B.A., Communications
Spring High School
Tarleton State University
Jon Houppert Jon Houppert's USI Insurance Services Experience August 2010 - December 2011
Job Director of Business Development at Haylor, Freyer & Coon, Inc.
Industry Insurance
Experience
Haylor, Freyer & Coon, Inc. September 2013 - Present
Reagan Companies January 2012 - September 2013
USI Insurance Services August 2010 - December 2011
Liberty Mutual Insurance January 2002 - August 2010
Education
Syracuse University 1997 — 2001
BS, Information Technology & Business Management
Haylor, Freyer & Coon, Inc. September 2013 - Present
Reagan Companies January 2012 - September 2013
USI Insurance Services August 2010 - December 2011
Liberty Mutual Insurance January 2002 - August 2010
Education
Syracuse University 1997 — 2001
BS, Information Technology & Business Management
John Barry, APR, AIF, C(k)P John Barry, APR, AIF, C(k)P's USI Insurance Services Experience April 2004 - December 2006
Job Bringing innovation to 401k plans and retirement savings, named 401k PLAN ADVISER OF THE YEAR by PlanSponsor Magazine
Industry Financial Services
Experience
JMB Wealth Management, Inc. / National Planning Corporation 2006 - Present
USI Insurance Services April 2004 - December 2006
Dodge, Warren & Peters Insurance Services 1996 - 2004
Associated Securities Corp. June 1993 - June 1996
Merrill Lynch June 1987 - June 1993
Skills
401k, Retirement Planning, Investments, Retirement, Defined Benefit, ERISA, Fiduciary Management, Wealth Management, Executive Pay, Series 6, Valuation, Disability Insurance, Profit Sharing, Series 7, Series 24, Series 65, Financial Services, Finance, Insurance, Management, Mutual Funds, Series 63, Employee Benefits, Strategic Planning, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
Bachlor of Science, Marketing
JMB Wealth Management, Inc. / National Planning Corporation 2006 - Present
USI Insurance Services April 2004 - December 2006
Dodge, Warren & Peters Insurance Services 1996 - 2004
Associated Securities Corp. June 1993 - June 1996
Merrill Lynch June 1987 - June 1993
Skills
401k, Retirement Planning, Investments, Retirement, Defined Benefit, ERISA, Fiduciary Management, Wealth Management, Executive Pay, Series 6, Valuation, Disability Insurance, Profit Sharing, Series 7, Series 24, Series 65, Financial Services, Finance, Insurance, Management, Mutual Funds, Series 63, Employee Benefits, Strategic Planning, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
Bachlor of Science, Marketing
Delcina Buckle, MBA Delcina Buckle, MBA's USI Insurance Services Experience May 2015 - Present
Job ✯Staff Accountant Professional with Robust Human Resource Background✯
Industry Human Resources
Experience
USI Insurance Services May 2015 - Present
Skills
Budgeting, Accounting, Payroll, Excel, Accounts Payable, General Ledger, Accounts Receivable, Outlook, GAAP, PowerPoint, Auditing, Microsoft Office, Financial Accounting, Word, Customer Service, PeopleSoft, Process Improvement, Cash Management, Documentation, Problem Solving, Spreadsheets, Employee Relations, Customer Relations, Quickbooks, Microsoft Excel, Microsoft Word, Software Documentation, Budgets, System Administration, QuickBooks, Benefits Administration, Financial Reporting, Access, Recruiting, Personal Development, Analysis, Sales & Use Tax..., Year-end Close, 1099 Preparation, G/L Reconciliations, Strategic HR, HR Policy Formulation, Quicken, Intercompany Accounts, Month End Close, Policy, Forecasting, Management, Time Management, Finance
Education
Strayer University 2010 — 2013
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Strayer University 2007 — 2010
Bachelor Business Administration, Accounting, economics, entrepreneurship, finance, international business, management science, market
USI Insurance Services May 2015 - Present
Skills
Budgeting, Accounting, Payroll, Excel, Accounts Payable, General Ledger, Accounts Receivable, Outlook, GAAP, PowerPoint, Auditing, Microsoft Office, Financial Accounting, Word, Customer Service, PeopleSoft, Process Improvement, Cash Management, Documentation, Problem Solving, Spreadsheets, Employee Relations, Customer Relations, Quickbooks, Microsoft Excel, Microsoft Word, Software Documentation, Budgets, System Administration, QuickBooks, Benefits Administration, Financial Reporting, Access, Recruiting, Personal Development, Analysis, Sales & Use Tax..., Year-end Close, 1099 Preparation, G/L Reconciliations, Strategic HR, HR Policy Formulation, Quicken, Intercompany Accounts, Month End Close, Policy, Forecasting, Management, Time Management, Finance
Education
Strayer University 2010 — 2013
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Strayer University 2007 — 2010
Bachelor Business Administration, Accounting, economics, entrepreneurship, finance, international business, management science, market
Jon Zody Jon Zody's USI Insurance Services Experience November 2014 - Present
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2014 - Present
Alpha Benefits Division / Brown & Brown Insurance June 2013 - November 2014
USI Insurance Services January 2005 - June 2013
Highmark Blue Shield May 2002 - January 2005
Capital Blue Cross September 1994 - May 2002
Skills
Employee Benefits, Insurance Brokerage, Insurance Negotiations, Health Insurance, Voluntary Products, Medical Underwriting, Employee Wellness..., Trusted Advisor, Consultative Approach, Managerial Skills, Presentations, Superior written &...
Education
Shippensburg University of Pennsylvania 1992 — 1993
Master's degree, Public Administration
Shippensburg University of Pennsylvania 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
USI Insurance Services November 2014 - Present
Alpha Benefits Division / Brown & Brown Insurance June 2013 - November 2014
USI Insurance Services January 2005 - June 2013
Highmark Blue Shield May 2002 - January 2005
Capital Blue Cross September 1994 - May 2002
Skills
Employee Benefits, Insurance Brokerage, Insurance Negotiations, Health Insurance, Voluntary Products, Medical Underwriting, Employee Wellness..., Trusted Advisor, Consultative Approach, Managerial Skills, Presentations, Superior written &...
Education
Shippensburg University of Pennsylvania 1992 — 1993
Master's degree, Public Administration
Shippensburg University of Pennsylvania 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Tony St. Leger Tony St. Leger's USI Insurance Services Experience April 1998 - Present
Job SVP at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services April 1998 - Present
Skills
Insurance, Underwriting, Risk Management, Property & Casualty..., Strategic Planning, Commercial Insurance, Leadership, Sales, Customer Service
Education
State University of New York College at Oswego 1973 — 1977
Bachelor of Business Administration (B.B.A.)
USI Insurance Services April 1998 - Present
Skills
Insurance, Underwriting, Risk Management, Property & Casualty..., Strategic Planning, Commercial Insurance, Leadership, Sales, Customer Service
Education
State University of New York College at Oswego 1973 — 1977
Bachelor of Business Administration (B.B.A.)
Nikki Chriesman-Green Nikki Chriesman-Green's USI Insurance Services Experience January 2015 - Present
Job ERISA Counsel at USI Southwest
Industry Law Practice
Experience
USI Insurance Services January 2015 - Present
Law Office of Nikki L. Chriesman July 2010 - Present
AT&T Services, Inc June 2010 - January 2015
Aetna, Inc January 1997 - December 2009
Department of Labor May 2009 - July 2009
Texas Court of Appeals for the 13th District June 2008 - August 2008
United States Merit Systems Protection Board June 2007 - August 2007
Child Advocates of Tarrant County December 2004 - January 2007
Skills
Benefits Administration, Microsoft Office, Westlaw, Policy Analysis, C, Contract Management, Research, Appeals, Civil Litigation, Contract Negotiation, Corporate Law, Courts, Criminal Law, Employee Benefits, Employment Law, Family Law, Human Resources, Insurance, Legal Research, Legal Writing, Litigation, Mediation, Strategic Planning, Training, Trials
Education
Texas Wesleyan University School of Law 2006 — 2010
Texas Wesleyan University
B.S, Paralegal Studies, Paralegal
USI Insurance Services January 2015 - Present
Law Office of Nikki L. Chriesman July 2010 - Present
AT&T Services, Inc June 2010 - January 2015
Aetna, Inc January 1997 - December 2009
Department of Labor May 2009 - July 2009
Texas Court of Appeals for the 13th District June 2008 - August 2008
United States Merit Systems Protection Board June 2007 - August 2007
Child Advocates of Tarrant County December 2004 - January 2007
Skills
Benefits Administration, Microsoft Office, Westlaw, Policy Analysis, C, Contract Management, Research, Appeals, Civil Litigation, Contract Negotiation, Corporate Law, Courts, Criminal Law, Employee Benefits, Employment Law, Family Law, Human Resources, Insurance, Legal Research, Legal Writing, Litigation, Mediation, Strategic Planning, Training, Trials
Education
Texas Wesleyan University School of Law 2006 — 2010
Texas Wesleyan University
B.S, Paralegal Studies, Paralegal
Danielle Mahon (Conwell) Danielle Mahon (Conwell)'s USI Insurance Services Experience July 2014 - Present
Job Account Executive
Industry Insurance
Experience
USI Insurance Services July 2014 - Present
Medical Mutual of Ohio October 2008 - June 2014
State Industrial Products May 2008 - October 2008
Skills
Health Insurance, Insurance, Employee Benefits, Underwriting, Disability Insurance, Health Savings Accounts, Life Insurance, Sales, Account Management, Customer Service, COBRA, Claim, Strategic Planning, Healthcare, Sales Management, Customer Retention, Marketing, Cold Calling, Management, New Business Development, Sales Operations
Education
The Ohio State University 2004 — 2008
Bachleor of Arts, Hospitality Administration/Management
USI Insurance Services July 2014 - Present
Medical Mutual of Ohio October 2008 - June 2014
State Industrial Products May 2008 - October 2008
Skills
Health Insurance, Insurance, Employee Benefits, Underwriting, Disability Insurance, Health Savings Accounts, Life Insurance, Sales, Account Management, Customer Service, COBRA, Claim, Strategic Planning, Healthcare, Sales Management, Customer Retention, Marketing, Cold Calling, Management, New Business Development, Sales Operations
Education
The Ohio State University 2004 — 2008
Bachleor of Arts, Hospitality Administration/Management
Michael Moe Blackman Michael Moe Blackman's USI Insurance Services Experience May 2012 - October 2013
Job Territory Manager, Research Sales at WHEATON Industries
Industry Biotechnology
Experience
WHEATON Industries May 2014 - Present
DC/MD/VA Biotechnology Meetup Group July 2013 - Present
Green Mountain Science July 2013 - Present
USI Insurance Services May 2012 - October 2013
MWI Veterinary Supply June 2011 - August 2011
Rhode Island Chemical Corp. March 2009 - January 2010
Alltech Biotechnology November 2007 - March 2009
Medical Information Technology May 2006 - November 2007
Skills
Sales Management, Forecasting, New Business Development, Contract Negotiation, Marketing Communications, Healthcare Consulting, Healthcare Compliance, IT Technology, Software Implementation, Software Training, Animal Nutrition, Animal Health, MS Project, Medical Software, Software Project..., Biotechnology, E-commerce, Inventory Management, Nutrition, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Business Administration 2012, Marketing
University of Massachusetts Dartmouth 2009 — 2010
Masters Certificate in Environmental Policy, Public Policy
University of Vermont 2002 — 2006
Bachelor of Science, Animal Science
Needham High School
WHEATON Industries May 2014 - Present
DC/MD/VA Biotechnology Meetup Group July 2013 - Present
Green Mountain Science July 2013 - Present
USI Insurance Services May 2012 - October 2013
MWI Veterinary Supply June 2011 - August 2011
Rhode Island Chemical Corp. March 2009 - January 2010
Alltech Biotechnology November 2007 - March 2009
Medical Information Technology May 2006 - November 2007
Skills
Sales Management, Forecasting, New Business Development, Contract Negotiation, Marketing Communications, Healthcare Consulting, Healthcare Compliance, IT Technology, Software Implementation, Software Training, Animal Nutrition, Animal Health, MS Project, Medical Software, Software Project..., Biotechnology, E-commerce, Inventory Management, Nutrition, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Business Administration 2012, Marketing
University of Massachusetts Dartmouth 2009 — 2010
Masters Certificate in Environmental Policy, Public Policy
University of Vermont 2002 — 2006
Bachelor of Science, Animal Science
Needham High School
Craig Askinazi, AIC, ARM, ChFC's USI Insurance Services Experience February 2013 - Present
Job Account Manager Commercial Lines at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2013 - Present
Herbert L. Jamison & Co. April 2012 - January 2013
Allstate June 2010 - April 2012
Hub International August 2006 - June 2010
T&H Group Inc. August 2003 - August 2006
State Farm June 2001 - August 2003
Skills
Insurance, Brokers, Underwriting, Life Insurance, General Insurance, Employee Benefits, Term Life Insurance, Liability, Workers Compensation, Legal Liability, Umbrella Insurance, Risk Management, Claim, Claims Management, Financial Risk, D&O, Insurance Brokerage
Education
University of Maryland College Park 1996 — 2000
BA
The American College 2012 — 2012
ChFC, Chartered Financial Consultant, Financial Planning
USI Insurance Services February 2013 - Present
Herbert L. Jamison & Co. April 2012 - January 2013
Allstate June 2010 - April 2012
Hub International August 2006 - June 2010
T&H Group Inc. August 2003 - August 2006
State Farm June 2001 - August 2003
Skills
Insurance, Brokers, Underwriting, Life Insurance, General Insurance, Employee Benefits, Term Life Insurance, Liability, Workers Compensation, Legal Liability, Umbrella Insurance, Risk Management, Claim, Claims Management, Financial Risk, D&O, Insurance Brokerage
Education
University of Maryland College Park 1996 — 2000
BA
The American College 2012 — 2012
ChFC, Chartered Financial Consultant, Financial Planning
Carl Casale Carl Casale's USI Insurance Services Experience May 2011 - Present
Job Insurance Broker at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2011 - Present
Education
Seton Hall University
Bachelor of Science, Business Administration
USI Insurance Services May 2011 - Present
Education
Seton Hall University
Bachelor of Science, Business Administration
Kendra Wendel Kendra Wendel's USI Insurance Services Experience November 2010 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2010 - Present
Principal Financial Group January 2009 - September 2010
Cintas January 2006 - May 2008
Cintas June 2004 - December 2005
Skills
Health Insurance, Insurance, Account Management, Employee Benefits, Training, Benefits Administration, Life Insurance, Health Savings Accounts, Cold Calling, Brokers, Disability Insurance, COBRA
Education
Texas Tech University 2000 — 2004
BBA, Marketing
USI Insurance Services November 2010 - Present
Principal Financial Group January 2009 - September 2010
Cintas January 2006 - May 2008
Cintas June 2004 - December 2005
Skills
Health Insurance, Insurance, Account Management, Employee Benefits, Training, Benefits Administration, Life Insurance, Health Savings Accounts, Cold Calling, Brokers, Disability Insurance, COBRA
Education
Texas Tech University 2000 — 2004
BBA, Marketing
Traci Janvrin Traci Janvrin's USI Insurance Services Experience October 2012 - February 2013
Job Implementation Manager at Choicelinx
Industry Insurance
Experience
Choicelinx September 2014 - Present
CBG Benefits, Inc. March 2013 - January 2014
USI Insurance Services October 2012 - February 2013
USI Insurance Services April 2008 - October 2012
Clark & Lavey Benefits Solutions, Inc. 2005 - 2008
Cluett Commercial Insurance August 2003 - March 2005
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, Dentistry, Long-term Care, COBRA, Workers Compensation, Brokers, Underwriting, Commercial Insurance, Life Insurance, Self-funded, Account Management, Professional Liability, Term Life Insurance, Property & Casualty..., 401k, Health Care Reform, Group Medical, Group Insurance
Education
Southern New Hampshire University
Bachelor's degree, Business Administration and Human Resources Management, Currently Attending
Choicelinx September 2014 - Present
CBG Benefits, Inc. March 2013 - January 2014
USI Insurance Services October 2012 - February 2013
USI Insurance Services April 2008 - October 2012
Clark & Lavey Benefits Solutions, Inc. 2005 - 2008
Cluett Commercial Insurance August 2003 - March 2005
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, Dentistry, Long-term Care, COBRA, Workers Compensation, Brokers, Underwriting, Commercial Insurance, Life Insurance, Self-funded, Account Management, Professional Liability, Term Life Insurance, Property & Casualty..., 401k, Health Care Reform, Group Medical, Group Insurance
Education
Southern New Hampshire University
Bachelor's degree, Business Administration and Human Resources Management, Currently Attending
Daniel P. Troiano Daniel P. Troiano's USI Insurance Services Experience June 2011 - August 2011
Job Candidate for Juris Doctor at SMU Dedman School of Law
Industry
Experience
Justice Elizabeth Lang-Miers, Court of Appeals for the Fifth District of Texas at Dallas May 2015 - June 2015
The Jack Miller Center January 2014 - August 2014
USI Insurance Services June 2011 - August 2011
AmTrust North America December 2010 - January 2011
Education
Southern Methodist University Dedman School of Law 2014 — 2017
Candidate for Juris Doctor, 2017
Villanova University 2010 — 2013
Bachelor of Arts (B.A.), Political Science and History
Justice Elizabeth Lang-Miers, Court of Appeals for the Fifth District of Texas at Dallas May 2015 - June 2015
The Jack Miller Center January 2014 - August 2014
USI Insurance Services June 2011 - August 2011
AmTrust North America December 2010 - January 2011
Education
Southern Methodist University Dedman School of Law 2014 — 2017
Candidate for Juris Doctor, 2017
Villanova University 2010 — 2013
Bachelor of Arts (B.A.), Political Science and History
Brian McGrath Brian McGrath's USI Insurance Services Experience May 2013 - Present
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2013 - Present
Brown & Brown Consulting January 2008 - May 2013
Brown & Brown Consulting October 2002 - January 2008
Towers Perrin August 2000 - October 2002
Duane Morris 1998 - 1999
Skills
New Business Development, Customer Relations, CRM, Executive Pay, Risk Management..., Employee Benefits, Insurance, Health Insurance, Benefits Administration, Underwriting, Risk Management, Mergers, Brokers, Disability Insurance, Strategic Planning, Financial Analysis, Process Improvement, Financial Modeling, Benchmarking, Defined Benefit, Due Diligence, Financial Risk, Public Speaking, Mergers & Acquisitions, Healthcare Reform, Managed Care, Fundraising, Change Management, Health Care Reform, Life Insurance, Claim, Health Savings Accounts, Reinsurance, Consulting, 401k, Outsourcing, Strategy, Retirement Planning, Retirement, Captives, Actuarial Science, Finance, Analysis, Workers Compensation, Investments, Deferred Compensation, Property & Casualty..., COBRA, Management, Human Resources
Education
The College of New Jersey 1996 — 2000
BS, Finance
GCHS 1992 — 1996
USI Insurance Services May 2013 - Present
Brown & Brown Consulting January 2008 - May 2013
Brown & Brown Consulting October 2002 - January 2008
Towers Perrin August 2000 - October 2002
Duane Morris 1998 - 1999
Skills
New Business Development, Customer Relations, CRM, Executive Pay, Risk Management..., Employee Benefits, Insurance, Health Insurance, Benefits Administration, Underwriting, Risk Management, Mergers, Brokers, Disability Insurance, Strategic Planning, Financial Analysis, Process Improvement, Financial Modeling, Benchmarking, Defined Benefit, Due Diligence, Financial Risk, Public Speaking, Mergers & Acquisitions, Healthcare Reform, Managed Care, Fundraising, Change Management, Health Care Reform, Life Insurance, Claim, Health Savings Accounts, Reinsurance, Consulting, 401k, Outsourcing, Strategy, Retirement Planning, Retirement, Captives, Actuarial Science, Finance, Analysis, Workers Compensation, Investments, Deferred Compensation, Property & Casualty..., COBRA, Management, Human Resources
Education
The College of New Jersey 1996 — 2000
BS, Finance
GCHS 1992 — 1996
Emily Etzler Emily Etzler's USI Insurance Services Experience January 2013 - Present
Job Director of Sales & Marketing at USI Insurance Services
Industry Marketing and Advertising
Experience
USI Insurance Services January 2013 - Present
Amegy Bank June 2003 - December 2012
Skills
Private Banking, Consumer Lending, Commercial Banking, Credit Analysis, Customer Service, Business Development, Small Business Lending, Building Relationships, CRM, Credit, Commercial Lending
Education
Texas Christian University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
USI Insurance Services January 2013 - Present
Amegy Bank June 2003 - December 2012
Skills
Private Banking, Consumer Lending, Commercial Banking, Credit Analysis, Customer Service, Business Development, Small Business Lending, Building Relationships, CRM, Credit, Commercial Lending
Education
Texas Christian University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Lara Bunn Lara Bunn's USI Insurance Services Experience July 2012 - Present
Job Director of Population Health Management
Industry Insurance
Experience
USI Insurance Services July 2012 - Present
USI Insurance Services April 2009 - July 2012
The Methodist Hospital August 2007 - April 2009
The Health Museum June 2006 - August 2007
Health Fitness Corporation March 2006 - November 2006
MD Anderson Cancer Center July 2005 - August 2005
Skills
Wellness, Employee Benefits, Health Insurance, Public Speaking, Healthcare, Health Promotion, Insurance, Behavior Change, Non-profits, Health Education, Event Planning, Strategic Planning, Leadership, Collaborative Problem..., Corporations, Nutrition, Training, Employee Wellness..., Health Management, Hospitals, Population Health, Prevention, Health Savings Accounts, Human Resources, Managed Care, Employee Relations, Benefits Administration, Medicare, Coaching, Disease Management, Lifestyle, Nutrition Education, Employee Wellness, Program Management, Health Policy, Health Care Reform, COBRA, Disability Insurance, Workers Compensation, HRA
Education
Texas A&M University 2010 — 2012
MS, Health Education
Stephen F. Austin State University 2001 — 2005
BS, Health Science/Community Health
USI Insurance Services July 2012 - Present
USI Insurance Services April 2009 - July 2012
The Methodist Hospital August 2007 - April 2009
The Health Museum June 2006 - August 2007
Health Fitness Corporation March 2006 - November 2006
MD Anderson Cancer Center July 2005 - August 2005
Skills
Wellness, Employee Benefits, Health Insurance, Public Speaking, Healthcare, Health Promotion, Insurance, Behavior Change, Non-profits, Health Education, Event Planning, Strategic Planning, Leadership, Collaborative Problem..., Corporations, Nutrition, Training, Employee Wellness..., Health Management, Hospitals, Population Health, Prevention, Health Savings Accounts, Human Resources, Managed Care, Employee Relations, Benefits Administration, Medicare, Coaching, Disease Management, Lifestyle, Nutrition Education, Employee Wellness, Program Management, Health Policy, Health Care Reform, COBRA, Disability Insurance, Workers Compensation, HRA
Education
Texas A&M University 2010 — 2012
MS, Health Education
Stephen F. Austin State University 2001 — 2005
BS, Health Science/Community Health
Vincent Adornato, ARM Vincent Adornato, ARM's USI Insurance Services Experience February 2012 - October 2014
Job Vice President Claims for USI New England at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2012 - October 2014
Claim Cost Re-Engineering Consulting February 2011 - October 2014
Thermo Fisher Scientific August 2007 - July 2011
Aon Risk Services January 1999 - January 2007
Marsh January 1993 - January 1999
St. Johnsbury Trucking Company January 1992 - January 1993
Broadspire January 1990 - January 1992
Skills
Claims Management, Claims, Workers Compensation, Casualty, Insurance, Product Liability, Risk Management, General Liability, Liability, Litigation Management, Risk Mitigation, Property & Casualty..., Commercial Insurance, Reinsurance, Coverage, Insurance Claims, Claim, Legal Liability, Managed Care, Claim Investigation, Employment Practices..., Financial Risk, Leadership, Analysis, General Insurance, Liability Analysis, Professional Liability, Underwriting
Education
Syracuse University
Bachelor of ArtsAssociate, Risk Management
USI Insurance Services February 2012 - October 2014
Claim Cost Re-Engineering Consulting February 2011 - October 2014
Thermo Fisher Scientific August 2007 - July 2011
Aon Risk Services January 1999 - January 2007
Marsh January 1993 - January 1999
St. Johnsbury Trucking Company January 1992 - January 1993
Broadspire January 1990 - January 1992
Skills
Claims Management, Claims, Workers Compensation, Casualty, Insurance, Product Liability, Risk Management, General Liability, Liability, Litigation Management, Risk Mitigation, Property & Casualty..., Commercial Insurance, Reinsurance, Coverage, Insurance Claims, Claim, Legal Liability, Managed Care, Claim Investigation, Employment Practices..., Financial Risk, Leadership, Analysis, General Insurance, Liability Analysis, Professional Liability, Underwriting
Education
Syracuse University
Bachelor of ArtsAssociate, Risk Management
Brian McNulty Brian McNulty's USI Insurance Services Experience 2011 - Present
Job Practice Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services 2011 - Present
Sihle Insurance Group 2010 - 2011
McNulty Benefit Group July 2005 - 2011
The Washington Group, Washington, DC July 2005 - 2011
Corporate Benefit Services of America November 1999 - July 2005
Robey-Barber Insurance Services April 1991 - November 1999
Skills
Employee Benefits, Dental, Health Savings Accounts, Health Insurance, Insurance, Benefits, Wellness Programs, Executive Compensation, Group Benefits, Disability Insurance, Health, Health Plans, Commercial Insurance, Underwriting, 401k, Executive Pay, Workers Compensation, Casualty, Self-funded, Employee Wellness, Sales, Brokers, COBRA, Professional Liability, Dentistry, Life Insurance, Medicare, Benefits Administration, Reinsurance, Health Policy, Health Care Reform, Property & Casualty..., Retirement, Claim, Leadership, Managed Care, Captives, ERISA, Strategy, Small Business, Term Life Insurance
Education
St. Petersburg College 1980 — 1981
Business
USI Insurance Services 2011 - Present
Sihle Insurance Group 2010 - 2011
McNulty Benefit Group July 2005 - 2011
The Washington Group, Washington, DC July 2005 - 2011
Corporate Benefit Services of America November 1999 - July 2005
Robey-Barber Insurance Services April 1991 - November 1999
Skills
Employee Benefits, Dental, Health Savings Accounts, Health Insurance, Insurance, Benefits, Wellness Programs, Executive Compensation, Group Benefits, Disability Insurance, Health, Health Plans, Commercial Insurance, Underwriting, 401k, Executive Pay, Workers Compensation, Casualty, Self-funded, Employee Wellness, Sales, Brokers, COBRA, Professional Liability, Dentistry, Life Insurance, Medicare, Benefits Administration, Reinsurance, Health Policy, Health Care Reform, Property & Casualty..., Retirement, Claim, Leadership, Managed Care, Captives, ERISA, Strategy, Small Business, Term Life Insurance
Education
St. Petersburg College 1980 — 1981
Business
Paul Scherpf Paul Scherpf's USI Insurance Services Experience March 2005 - June 2012
Job First Vice President Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services June 2012 - Present
USI Insurance Services March 2005 - June 2012
JPMorgan Chase, Chase USI Insurance 1998 - 2005
Aetna 1995 - 1998
US Healthcare, Aetna 1991 - 1995
Pfizer, Hospital Products Division, Deknatel 1981 - 1991
Prudential Insurance 1976 - 1981
Skills
Insurance, Employee Benefits, Middle Market, Underwriting, Health Insurance, Disability Insurance, Health Savings Accounts, Property & Casualty..., Brokers, Life Insurance, Long-term Care, Commercial Insurance, Liability, Workers Compensation, Professional Liability, Risk Management, Afordable Care Act, Employee Wellness...
Education
Stony Brook University 1972 — 1976
Alliant Insurance Services June 2012 - Present
USI Insurance Services March 2005 - June 2012
JPMorgan Chase, Chase USI Insurance 1998 - 2005
Aetna 1995 - 1998
US Healthcare, Aetna 1991 - 1995
Pfizer, Hospital Products Division, Deknatel 1981 - 1991
Prudential Insurance 1976 - 1981
Skills
Insurance, Employee Benefits, Middle Market, Underwriting, Health Insurance, Disability Insurance, Health Savings Accounts, Property & Casualty..., Brokers, Life Insurance, Long-term Care, Commercial Insurance, Liability, Workers Compensation, Professional Liability, Risk Management, Afordable Care Act, Employee Wellness...
Education
Stony Brook University 1972 — 1976
Jim Siddons Jim Siddons's USI Insurance Services Experience June 1994 - May 2014
Job Commercial Lines Producer Bonds at Watkins Insurance Group
Industry Insurance
Experience
Watkins Insurance Group May 2014 - Present
USI Insurance Services June 1994 - May 2014
Education
Southwest Texas State University 1991 — 1994
Bachelor, Business
Watkins Insurance Group May 2014 - Present
USI Insurance Services June 1994 - May 2014
Education
Southwest Texas State University 1991 — 1994
Bachelor, Business
Kevin G. Bender's USI Insurance Services Experience October 2008 - August 2013
Job
Industry Legal Services
Experience
Supreme Court of Virginia August 2015 - Present
College of William and Mary June 2013 - Present
RiverBend Films September 2005 - Present
Covington & Burling LLP May 2015 - July 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
USI Insurance Services October 2008 - August 2013
University of Virginia April 2005 - September 2008
Education
The College of William and Mary - Marshall Wythe Law School 2013 — 2016
Doctor of Law (J.D.)
University of Virginia 2004 — 2008
Bachelor of Arts (B.A.), with Distinction, Christianity and Judaism in Antiquity, GPA 3.7 (top 15% of graduating class)
York High School 2000 — 2004
International Baccalaureate Diploma, GPA 4.6 (Class Rank: 4th)
Supreme Court of Virginia August 2015 - Present
College of William and Mary June 2013 - Present
RiverBend Films September 2005 - Present
Covington & Burling LLP May 2015 - July 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
USI Insurance Services October 2008 - August 2013
University of Virginia April 2005 - September 2008
Education
The College of William and Mary - Marshall Wythe Law School 2013 — 2016
Doctor of Law (J.D.)
University of Virginia 2004 — 2008
Bachelor of Arts (B.A.), with Distinction, Christianity and Judaism in Antiquity, GPA 3.7 (top 15% of graduating class)
York High School 2000 — 2004
International Baccalaureate Diploma, GPA 4.6 (Class Rank: 4th)
John Mann John Mann's USI Insurance Services Experience September 2013 - Present
Job Senior Vice President Business Development at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2013 - Present
Willis of Texas November 2004 - September 2013
Sun Life Financial October 2000 - November 2004
Sun Life Financial July 1997 - October 2000
Skills
Employee Benefits, Forecasting, Management, Insurance, Analysis, Sales, Negotiation, Sales Management, Underwriting, Customer Retention, Health Insurance, Account Management, Disability Insurance, Recruiting, Risk Management, Leadership, Strategic Planning, Performance Management, Training, Benefits Administration, Team Building, Health Savings Accounts
Education
Texas Tech University - Rawls College of Business 1992 — 1997
Bachelor of Business Administration (BBA), Marketing
USI Insurance Services September 2013 - Present
Willis of Texas November 2004 - September 2013
Sun Life Financial October 2000 - November 2004
Sun Life Financial July 1997 - October 2000
Skills
Employee Benefits, Forecasting, Management, Insurance, Analysis, Sales, Negotiation, Sales Management, Underwriting, Customer Retention, Health Insurance, Account Management, Disability Insurance, Recruiting, Risk Management, Leadership, Strategic Planning, Performance Management, Training, Benefits Administration, Team Building, Health Savings Accounts
Education
Texas Tech University - Rawls College of Business 1992 — 1997
Bachelor of Business Administration (BBA), Marketing
Therese Moll Therese Moll's USI Insurance Services Experience September 2009 - July 2010
Job Staff Accountant at IssueTrak, Inc.
Industry Computer Software
Experience
IssueTrak, Inc. January 2013 - Present
IssueTrak, Inc. July 2010 - December 2012
USI Insurance Services September 2009 - July 2010
Skills
Accounting, Accounts Payable, Quickbooks, Excel, Billing, Invoicing, Word, Microsoft Office, Access, Journal Entries, Outlook, PowerPoint, Peachtree, Forecasting, Budgeting, Spreadsheets, Accounts Receivable, Microsoft Word, QuickBooks, Budgets, Microsoft Excel, Analysis, Financial Accounting, Financial Analysis, Process Improvement, Financial Reporting, Cost Accounting, Account Reconciliation, General Ledger
Education
Old Dominion University - College of Business and Public Administration 1997 — 2010
Accounting & Finance
IssueTrak, Inc. January 2013 - Present
IssueTrak, Inc. July 2010 - December 2012
USI Insurance Services September 2009 - July 2010
Skills
Accounting, Accounts Payable, Quickbooks, Excel, Billing, Invoicing, Word, Microsoft Office, Access, Journal Entries, Outlook, PowerPoint, Peachtree, Forecasting, Budgeting, Spreadsheets, Accounts Receivable, Microsoft Word, QuickBooks, Budgets, Microsoft Excel, Analysis, Financial Accounting, Financial Analysis, Process Improvement, Financial Reporting, Cost Accounting, Account Reconciliation, General Ledger
Education
Old Dominion University - College of Business and Public Administration 1997 — 2010
Accounting & Finance
Gary Smith, CPCU Gary Smith, CPCU's USI Insurance Services Experience 2009 - 2011
Job Chief Executive Officer AIA
Industry Insurance
Experience
American Insurance Advisers July 2014 - Present
USI New Jersey/New York 2009 - April 2014
USI Insurance Services 2009 - 2011
Sterling & Sterling November 2007 - 2009
J&H 1982 - 1997
Education
West Virginia University 1972 — 1976
BS, Accounting and Management
Stanford University Graduate School of Business
American Insurance Advisers July 2014 - Present
USI New Jersey/New York 2009 - April 2014
USI Insurance Services 2009 - 2011
Sterling & Sterling November 2007 - 2009
J&H 1982 - 1997
Education
West Virginia University 1972 — 1976
BS, Accounting and Management
Stanford University Graduate School of Business
Dave Lofstrom Dave Lofstrom's USI Insurance Services Experience 2013 - Present
Job CMO New England at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services 2013 - Present
TD Insurance 2005 - Present
Skills
Business Development, Operations Management, Financial Analysis, Risk Management, Insurance, Sales Management, Strategic Planning, Banking, Mergers, Relationship Management, Business Strategy, Account Management, Financial Risk, Process Improvement, Negotiation, Strategy, Forecasting, Mergers & Acquisitions, Underwriting, Management, CRM, Program Management, Budgets, Product Development, P&L Management, Analysis, Executive Management, Credit, Employee Benefits, Portfolio Management
Education
Suffolk University 2000 — 2003
MBA, Finance, Entreprenuership
Westfield State University 1990 — 1994
BA
Nauset HS 1986 — 1990
USI Insurance Services 2013 - Present
TD Insurance 2005 - Present
Skills
Business Development, Operations Management, Financial Analysis, Risk Management, Insurance, Sales Management, Strategic Planning, Banking, Mergers, Relationship Management, Business Strategy, Account Management, Financial Risk, Process Improvement, Negotiation, Strategy, Forecasting, Mergers & Acquisitions, Underwriting, Management, CRM, Program Management, Budgets, Product Development, P&L Management, Analysis, Executive Management, Credit, Employee Benefits, Portfolio Management
Education
Suffolk University 2000 — 2003
MBA, Finance, Entreprenuership
Westfield State University 1990 — 1994
BA
Nauset HS 1986 — 1990
Sandra McQuade, C.W.P.M. Sandra McQuade, C.W.P.M.'s USI Insurance Services Experience February 2012 - Present
Job Sr. Account Executive, Team Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2012 - Present
The CIP Group 2001 - February 2012
Aetna US Healthcare 1999 - 2001
Aetna/US Healthcare 1993 - 1999
US Healthcare 1989 - February 1993
Skills
Health Insurance, Employee Benefits, Managed Care, Negotiation, Benefit Cost Analysis, Strategic Planning, Employee Wellness..., Voluntary Employee..., Sales, COBRA, Account Management, Leadership, Brokers, Insurance, Disability Insurance, New Business Development, Management, Underwriting, Benefits Administration, Life Insurance, Health Savings Accounts, Strategy
Education
Chapman Institute 2013 — 2013
Certified Wellness Program Coordinator, Worksite Wellness certification
Simmons College 1982 — 1986
BA, Management
Peabody Veterans Memorial High School 1978 — 1982
USI Insurance Services February 2012 - Present
The CIP Group 2001 - February 2012
Aetna US Healthcare 1999 - 2001
Aetna/US Healthcare 1993 - 1999
US Healthcare 1989 - February 1993
Skills
Health Insurance, Employee Benefits, Managed Care, Negotiation, Benefit Cost Analysis, Strategic Planning, Employee Wellness..., Voluntary Employee..., Sales, COBRA, Account Management, Leadership, Brokers, Insurance, Disability Insurance, New Business Development, Management, Underwriting, Benefits Administration, Life Insurance, Health Savings Accounts, Strategy
Education
Chapman Institute 2013 — 2013
Certified Wellness Program Coordinator, Worksite Wellness certification
Simmons College 1982 — 1986
BA, Management
Peabody Veterans Memorial High School 1978 — 1982
Ashley O'Connell, MBA Ashley O'Connell, MBA's USI Insurance Services Experience September 2013 - Present
Job Associate Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2013 - Present
Legatus Houston Chapter January 2013 - June 2013
James E. Bashaw & Co. / LPL Financial July 2012 - June 2013
O'Connell Realty Management & Construction August 2010 - June 2012
Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Business Strategy, Business Analysis, Strategic Thinking, Strategic Planning, Budgets, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Access, Microsoft Word, Administrative..., Spreadsheets, Office Management, Accounts Payable, Invoicing, Management, Leadership, Insurance, QuickBooks, Risk Management, Property, Sales
Education
University of St. Thomas (TX) 2010 — 2012
Master of Business Administration (M.B.A.), Finance
University of St. Thomas (TX) 2008 — 2010
Bachelor of Business Administration (B.B.A.), Double Major in Finance and General Business; Minor in Economics
Spring Hill College 2005 — 2007
Business Administration and Management, General
USI Insurance Services September 2013 - Present
Legatus Houston Chapter January 2013 - June 2013
James E. Bashaw & Co. / LPL Financial July 2012 - June 2013
O'Connell Realty Management & Construction August 2010 - June 2012
Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Business Strategy, Business Analysis, Strategic Thinking, Strategic Planning, Budgets, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Access, Microsoft Word, Administrative..., Spreadsheets, Office Management, Accounts Payable, Invoicing, Management, Leadership, Insurance, QuickBooks, Risk Management, Property, Sales
Education
University of St. Thomas (TX) 2010 — 2012
Master of Business Administration (M.B.A.), Finance
University of St. Thomas (TX) 2008 — 2010
Bachelor of Business Administration (B.B.A.), Double Major in Finance and General Business; Minor in Economics
Spring Hill College 2005 — 2007
Business Administration and Management, General
Jay Holland Jay Holland's USI Insurance Services Experience April 2011 - Present
Job Employee Benefits Consultant
Industry Insurance
Experience
USI Insurance Services April 2011 - Present
Sport Supply Group March 2009 - April 2011
VIAS International, LLC October 2007 - March 2009
Mason Catastrophe Claim Services, Inc. January 2004 - October 2007
Trophy Craft January 1999 - August 1999
Mail Center U.S.A. November 1997 - August 1999
Skills
Account Management, Microsoft Office, Cold Calling, Sales Management, Sales, Employee Benefits, Management, Training, Insurance, Project Management, Project Planning, Customer Retention, Sourcing, Retail, Health Insurance, Customer Service, Strategic Planning, Leadership
Education
Texas Tech University 1999 — 2003
B.A., General Business
USI Insurance Services April 2011 - Present
Sport Supply Group March 2009 - April 2011
VIAS International, LLC October 2007 - March 2009
Mason Catastrophe Claim Services, Inc. January 2004 - October 2007
Trophy Craft January 1999 - August 1999
Mail Center U.S.A. November 1997 - August 1999
Skills
Account Management, Microsoft Office, Cold Calling, Sales Management, Sales, Employee Benefits, Management, Training, Insurance, Project Management, Project Planning, Customer Retention, Sourcing, Retail, Health Insurance, Customer Service, Strategic Planning, Leadership
Education
Texas Tech University 1999 — 2003
B.A., General Business
Debbie Duane Debbie Duane's USI Insurance Services Experience December 2008 - February 2012
Job Owner at Debbiez Creations
Industry Insurance
Experience
Debbiez Creations January 2014 - Present
USI Insurance Services December 2008 - February 2012
Marsh & McLennan Companies, Inc. October 1984 - December 2008
Skills
Professional Liability, Insurance, Team Building, Underwriting, New Business Development, Commercial Insurance, Property & Casualty..., Management, Brokers, Marketing, Customer Service, Casualty
Education
San Joaquin Delta College 1969 — 1971
Business and Child Development
Amos Alonzo Stagg High School 1966 — 1969
High School
Debbiez Creations January 2014 - Present
USI Insurance Services December 2008 - February 2012
Marsh & McLennan Companies, Inc. October 1984 - December 2008
Skills
Professional Liability, Insurance, Team Building, Underwriting, New Business Development, Commercial Insurance, Property & Casualty..., Management, Brokers, Marketing, Customer Service, Casualty
Education
San Joaquin Delta College 1969 — 1971
Business and Child Development
Amos Alonzo Stagg High School 1966 — 1969
High School
Christopher R. Mitchell Christopher R. Mitchell's USI Insurance Services Experience January 2011 - June 2012
Job Senior Vice President Sales at EPIC
Industry Insurance
Experience
EPIC April 2015 - Present
Wood Gutmann & Bogart Insurance Brokers August 2012 - April 2015
USI Insurance Services January 2011 - June 2012
LIBERTY MUTUAL INSURANCE GROUP May 2009 - July 2010
Liberty Mutual Group 2006 - 2009
LIBERTY MUTUAL INSURANCE GROUP 2003 - 2006
LIBERTY MUTUAL INSURANCE GROUP 2000 - 2003
Skills
Insurance, Risk Management, Property & Casualty..., Commercial Insurance, Workers Compensation, Casualty, Professional Liability, Legal Liability, Commercial Lines, Liability, Sales Management, Underwriting, Leadership, Brokers, Excess, Insurance Brokerage, Surety Bonds, Reinsurance, Claim, Health Insurance, Employee Benefits, Liability Analysis, Directors & Officers..., Captives, Inland Marine, Claims Management, Umbrella Insurance, Financial Risk, Employment Practices..., Strategy, Litigation Management, Transportation, New Business Development, Business Insurance, Producer Recruiting, Sales & Marketing..., Strategic Planning, Operations Management, C-Suite Selling, Product Development, Selling, Management, Casualty Insurance, Sales
Education
Texas State University-San Marcos 1986 — 1988
BBA, Marketing
EPIC April 2015 - Present
Wood Gutmann & Bogart Insurance Brokers August 2012 - April 2015
USI Insurance Services January 2011 - June 2012
LIBERTY MUTUAL INSURANCE GROUP May 2009 - July 2010
Liberty Mutual Group 2006 - 2009
LIBERTY MUTUAL INSURANCE GROUP 2003 - 2006
LIBERTY MUTUAL INSURANCE GROUP 2000 - 2003
Skills
Insurance, Risk Management, Property & Casualty..., Commercial Insurance, Workers Compensation, Casualty, Professional Liability, Legal Liability, Commercial Lines, Liability, Sales Management, Underwriting, Leadership, Brokers, Excess, Insurance Brokerage, Surety Bonds, Reinsurance, Claim, Health Insurance, Employee Benefits, Liability Analysis, Directors & Officers..., Captives, Inland Marine, Claims Management, Umbrella Insurance, Financial Risk, Employment Practices..., Strategy, Litigation Management, Transportation, New Business Development, Business Insurance, Producer Recruiting, Sales & Marketing..., Strategic Planning, Operations Management, C-Suite Selling, Product Development, Selling, Management, Casualty Insurance, Sales
Education
Texas State University-San Marcos 1986 — 1988
BBA, Marketing
Tommy Hiebert Tommy Hiebert's USI Insurance Services Experience July 1987 - February 2009
Job Owner at Tommy Hiebert Insurance (325) 3748295 tommy@tmhins.com
Industry Insurance
Experience
Tommy Hiebert Insurance May 2012 - Present
San Angelo Community Medical Center February 2009 - April 2012
USI Insurance Services July 1987 - February 2009
AIG American General April 1976 - June 1987
Skills
Individual and Group..., Individual and Group..., Individual and Group..., Long-Term Care Insurance, Group Insurance, Disability Insurance, Small Business, Insurance, Long Term Care Insurance, Sales, Leadership, Life Insurance, Customer Service, Medicare, Brokers, Fixed Annuities, Benefits Administration, Risk Management, Managed Care, Selling, IRAs, Healthcare, Investments, Strategic Financial...
Education
Texas A&M University 1973 — 1975
Bachelor of Science, Industrial Distribution
Tommy Hiebert Insurance May 2012 - Present
San Angelo Community Medical Center February 2009 - April 2012
USI Insurance Services July 1987 - February 2009
AIG American General April 1976 - June 1987
Skills
Individual and Group..., Individual and Group..., Individual and Group..., Long-Term Care Insurance, Group Insurance, Disability Insurance, Small Business, Insurance, Long Term Care Insurance, Sales, Leadership, Life Insurance, Customer Service, Medicare, Brokers, Fixed Annuities, Benefits Administration, Risk Management, Managed Care, Selling, IRAs, Healthcare, Investments, Strategic Financial...
Education
Texas A&M University 1973 — 1975
Bachelor of Science, Industrial Distribution
Brent Howell Brent Howell's USI Insurance Services Experience November 2008 - August 2012
Job VP of Benefits Watkins Insurance Group
Industry Insurance
Experience
Watkins Insurance Group September 2012 - Present
USI Insurance Services November 2008 - August 2012
ADP February 2001 - October 2008
Skills
Insurance, Strategic Planning, Analysis, Employee Benefits, Human Resources, Health Insurance, Strategy, Life Insurance, Process Improvement, Account Management, Management, Team Building, Change Management, Brokers, Workers Compensation, Sales, Property & Casualty..., Disability Insurance, Team Leadership, Term Life Insurance, Underwriting, Negotiation, Time Management, Leadership, Benefits Administration, Risk Management, Employee Relations, Outsourcing
Education
Texas A&M University - Mays Business School 1997 — 2001
BBA
Boerne
Watkins Insurance Group September 2012 - Present
USI Insurance Services November 2008 - August 2012
ADP February 2001 - October 2008
Skills
Insurance, Strategic Planning, Analysis, Employee Benefits, Human Resources, Health Insurance, Strategy, Life Insurance, Process Improvement, Account Management, Management, Team Building, Change Management, Brokers, Workers Compensation, Sales, Property & Casualty..., Disability Insurance, Team Leadership, Term Life Insurance, Underwriting, Negotiation, Time Management, Leadership, Benefits Administration, Risk Management, Employee Relations, Outsourcing
Education
Texas A&M University - Mays Business School 1997 — 2001
BBA
Boerne
Amanda Conley Amanda Conley's USI Insurance Services Experience April 2015 - Present
Job Senior Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services April 2015 - Present
USI Insurance Services January 2011 - March 2015
USI Southwest September 2009 - July 2011
Rocco's Grill April 2002 - April 2010
Foreman & Associates May 2003 - October 2009
Ferch Insurance Group January 2003 - October 2009
Skills
Insurance, Property & Casualty..., Health Insurance, Accident, Employee Benefits, Disability Insurance, Brokers, Life Insurance, Underwriting, COBRA, Workers Compensation, Benefits Administration, Account Management, Health Savings Accounts, Property, Term Life Insurance
Education
Texas State University-San Marcos 1995 — 2001
Bachelor of Science, Mathematics
James Martin High School 1992 — 1995
USI Insurance Services April 2015 - Present
USI Insurance Services January 2011 - March 2015
USI Southwest September 2009 - July 2011
Rocco's Grill April 2002 - April 2010
Foreman & Associates May 2003 - October 2009
Ferch Insurance Group January 2003 - October 2009
Skills
Insurance, Property & Casualty..., Health Insurance, Accident, Employee Benefits, Disability Insurance, Brokers, Life Insurance, Underwriting, COBRA, Workers Compensation, Benefits Administration, Account Management, Health Savings Accounts, Property, Term Life Insurance
Education
Texas State University-San Marcos 1995 — 2001
Bachelor of Science, Mathematics
James Martin High School 1992 — 1995
Shane Carter Shane Carter's USI Insurance Services Experience June 2015 - Present
Job Regional Manager, Select Business Unit at USI Southwest, Inc.
Industry Insurance
Experience
USI Insurance Services June 2015 - Present
Myron Steves and Tryton Insurance Group July 2013 - June 2015
Myron Steves and Tryton Insurance Group November 2011 - July 2013
Myron Steves July 2010 - November 2011
Western Heritage Insurance Company June 2008 - June 2010
Infinity Insurance July 2007 - June 2008
Myron Steves January 2005 - October 2006
Myron Steves January 2004 - December 2004
Myron Steves May 2003 - December 2003
Myron Steves November 2002 - May 2003
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, New Business Development, New Business Acquisition, Identifying New..., Online Marketing, Presenter, Technical Writing, Public Speaking, Strategy Development, Strategic Planning, Marketing Strategy, Marketing Automation, Voice Over, Insurance, Public Relations, Media Relations, Underwriting, Brokerage, Program Management, Webinars, Advertising Sales, Event Management, Risk Assessment, Risk Mitigation, Government Relations, Technical Communication, Training & Development, Technical Training, Training Skills, Marketing Communications, Corporate Communications, Strategic Communications, Inland Marine, Casualty, Risk Management, Liability
Education
Texas A&M University 1997 — 2001
B.A., Communications - Minor in Business Administration
USI Insurance Services June 2015 - Present
Myron Steves and Tryton Insurance Group July 2013 - June 2015
Myron Steves and Tryton Insurance Group November 2011 - July 2013
Myron Steves July 2010 - November 2011
Western Heritage Insurance Company June 2008 - June 2010
Infinity Insurance July 2007 - June 2008
Myron Steves January 2005 - October 2006
Myron Steves January 2004 - December 2004
Myron Steves May 2003 - December 2003
Myron Steves November 2002 - May 2003
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, New Business Development, New Business Acquisition, Identifying New..., Online Marketing, Presenter, Technical Writing, Public Speaking, Strategy Development, Strategic Planning, Marketing Strategy, Marketing Automation, Voice Over, Insurance, Public Relations, Media Relations, Underwriting, Brokerage, Program Management, Webinars, Advertising Sales, Event Management, Risk Assessment, Risk Mitigation, Government Relations, Technical Communication, Training & Development, Technical Training, Training Skills, Marketing Communications, Corporate Communications, Strategic Communications, Inland Marine, Casualty, Risk Management, Liability
Education
Texas A&M University 1997 — 2001
B.A., Communications - Minor in Business Administration
Kimberly Quigley Kimberly Quigley's USI Insurance Services Experience February 2008 - Present
Job SVP Employee Benefits Advisor
Industry Insurance
Experience
USI Insurance Services February 2008 - Present
Visiting Nurse & Health Services of Connecticut, Inc. October 2008 - October 2010
Benefit Plans Design & Administration Inc. January 1989 - February 2008
Skills
Employee Benefits, Disability Insurance, Insurance, Medicare, Health Insurance, Managed Care, Business Planning, 401k, Management, Long-term Care, Budgets, Fixed Annuities, Strategic Planning, Program Management, Retirement, Property & Casualty..., Workers Compensation, Retirement Planning, Claim, Term Life Insurance, Professional Liability, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Finance and Marketing
Glastonbury High School 1980 — 1983
USI Insurance Services February 2008 - Present
Visiting Nurse & Health Services of Connecticut, Inc. October 2008 - October 2010
Benefit Plans Design & Administration Inc. January 1989 - February 2008
Skills
Employee Benefits, Disability Insurance, Insurance, Medicare, Health Insurance, Managed Care, Business Planning, 401k, Management, Long-term Care, Budgets, Fixed Annuities, Strategic Planning, Program Management, Retirement, Property & Casualty..., Workers Compensation, Retirement Planning, Claim, Term Life Insurance, Professional Liability, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Finance and Marketing
Glastonbury High School 1980 — 1983
Debbie Henderson Debbie Henderson's USI Insurance Services Experience January 1994 - July 2011
Job Commercial Client Services Specialtist
Industry Insurance
Experience
Leavitt Insurance Group July 2015 - Present
Propel Insurance October 2013 - July 2015
USI Northwest January 1994 - December 2011
USI Insurance Services January 1994 - July 2011
Skills
Commercial Insurance, Contractors, Property & Casualty..., Claim, Insurance, Supervisory Management, Customer Satisfaction, Sales, Liability
Education
Spokane Falls Community College 1974 — 1976
Human Resources Management/Personnel Administration, General
Cusick High School 1970 — 1974
Business Administration, Management and Operations
Leavitt Insurance Group July 2015 - Present
Propel Insurance October 2013 - July 2015
USI Northwest January 1994 - December 2011
USI Insurance Services January 1994 - July 2011
Skills
Commercial Insurance, Contractors, Property & Casualty..., Claim, Insurance, Supervisory Management, Customer Satisfaction, Sales, Liability
Education
Spokane Falls Community College 1974 — 1976
Human Resources Management/Personnel Administration, General
Cusick High School 1970 — 1974
Business Administration, Management and Operations
Kevin Mandrell, CLU, RHU's USI Insurance Services Experience June 2015 - Present
Job Vice President at USI Insurance Services, LLC.
Industry Insurance
Experience
USI Insurance Services June 2015 - Present
Youth Opportunity Center May 2015 - Present
Bosma Enterprises October 2008 - Present
First Merchants Corporation July 2012 - June 2015
Arthritis Foundation January 2008 - December 2013
Brown and Brown Insurance January 2008 - July 2012
Arthritis Foundation January 2007 - December 2008
Diversified Insurance, Inc May 1993 - January 2008
Skills
Customer Service, Finance, Financial Analysis, Leadership, Risk Management, Portfolio Management, Sales, Strategic Planning, Insurance, Underwriting, Health Insurance, Employee Benefits, Budgets, New Business Development, Team Building
Education
The American College
Chartered Life Underwriter, Registered Health Underwriter, Insurance
USI Insurance Services June 2015 - Present
Youth Opportunity Center May 2015 - Present
Bosma Enterprises October 2008 - Present
First Merchants Corporation July 2012 - June 2015
Arthritis Foundation January 2008 - December 2013
Brown and Brown Insurance January 2008 - July 2012
Arthritis Foundation January 2007 - December 2008
Diversified Insurance, Inc May 1993 - January 2008
Skills
Customer Service, Finance, Financial Analysis, Leadership, Risk Management, Portfolio Management, Sales, Strategic Planning, Insurance, Underwriting, Health Insurance, Employee Benefits, Budgets, New Business Development, Team Building
Education
The American College
Chartered Life Underwriter, Registered Health Underwriter, Insurance
Danielle Martirano Danielle Martirano's USI Insurance Services Experience June 2008 - January 2010
Job Analyst at BTG Pactual Commodities
Industry Oil & Energy
Experience
BTG Pactual Commodities April 2015 - Present
Morgan Stanley May 2013 - Present
Morgan Stanley August 2012 - May 2013
Lloyd's of London January 2011 - May 2011
USI Insurance Services June 2008 - January 2010
Skills
Analysis, Microsoft Excel, Financial Risk, Bloomberg, Insurance, Underwriting, Risk Management, Finance, Financial Analysis, Financial Modeling, Investments, Microsoft Office, PowerPoint, Bloomberg BESS..., Workers Compensation, Access, Equities, Bonds, Commodity, Microsoft Word, Oil & Gas
Education
Siena College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), finance
The Ursuline School
BTG Pactual Commodities April 2015 - Present
Morgan Stanley May 2013 - Present
Morgan Stanley August 2012 - May 2013
Lloyd's of London January 2011 - May 2011
USI Insurance Services June 2008 - January 2010
Skills
Analysis, Microsoft Excel, Financial Risk, Bloomberg, Insurance, Underwriting, Risk Management, Finance, Financial Analysis, Financial Modeling, Investments, Microsoft Office, PowerPoint, Bloomberg BESS..., Workers Compensation, Access, Equities, Bonds, Commodity, Microsoft Word, Oil & Gas
Education
Siena College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), finance
The Ursuline School
Devon Diggs's USI Insurance Services Experience December 2014 - Present
Job CRM Specialist and Lead Development Analyst at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services December 2014 - Present
USI Insurance Services December 2013 - Present
USI Insurance Services December 2013 - December 2014
Bertolino LLP July 2013 - August 2013
Texas Senate Committee on Education January 2013 - May 2013
Frank Erwin Events Center October 2010 - March 2012
Sneed, Vine & Perry PC August 2011 - December 2011
Skills
Economics, Microsoft Office, Social Networking, Event Planning, Research, Facebook, Online Research, Social Media, Public Policy, Risk Management, Internet Research, Microsoft Excel, Microsoft Word, PowerPoint, Government, Leadership, Outlook, Political Science, Policy Research, Texas Notary, Notary Public, Spanish, Microsoft CRM, Cold Calling, Radian6, Stata, Statistical Data..., Hootsuite, Twitter, Constituent Management..., Constituent..., LinkedIn, GAMS, Public Speaking
Education
The University of Texas at Austin 2009 — 2013
BA, Economics
Stellenbosch University/Universiteit Stellenbosch 2012 — 2012
International Nutrition and Development Economics
USI Insurance Services December 2014 - Present
USI Insurance Services December 2013 - Present
USI Insurance Services December 2013 - December 2014
Bertolino LLP July 2013 - August 2013
Texas Senate Committee on Education January 2013 - May 2013
Frank Erwin Events Center October 2010 - March 2012
Sneed, Vine & Perry PC August 2011 - December 2011
Skills
Economics, Microsoft Office, Social Networking, Event Planning, Research, Facebook, Online Research, Social Media, Public Policy, Risk Management, Internet Research, Microsoft Excel, Microsoft Word, PowerPoint, Government, Leadership, Outlook, Political Science, Policy Research, Texas Notary, Notary Public, Spanish, Microsoft CRM, Cold Calling, Radian6, Stata, Statistical Data..., Hootsuite, Twitter, Constituent Management..., Constituent..., LinkedIn, GAMS, Public Speaking
Education
The University of Texas at Austin 2009 — 2013
BA, Economics
Stellenbosch University/Universiteit Stellenbosch 2012 — 2012
International Nutrition and Development Economics
Kirk Schumacher Kirk Schumacher's USI Insurance Services Experience June 2006 - August 2006
Job Senior Sales Representative at Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits July 2011 - Present
OpenTech June 2008 - June 2011
USI Insurance Services June 2006 - August 2006
Skills
Insurance, Employee Benefits, Voluntary Employee..., Marketing, Training, Health Insurance, Disability Insurance, Life Insurance, Dental Insurance, Underwriting, Account Management, Negotiation, Relationship Building, Consultative Selling, Sales, Customer Service, Brokers, Leadership, Term Life Insurance, Health Savings Accounts
Education
Texas A&M University 2004 — 2008
Bachelor of Science, Industrial Distribution
Texas State University-San Marcos 2003 — 2004
Assurant Employee Benefits July 2011 - Present
OpenTech June 2008 - June 2011
USI Insurance Services June 2006 - August 2006
Skills
Insurance, Employee Benefits, Voluntary Employee..., Marketing, Training, Health Insurance, Disability Insurance, Life Insurance, Dental Insurance, Underwriting, Account Management, Negotiation, Relationship Building, Consultative Selling, Sales, Customer Service, Brokers, Leadership, Term Life Insurance, Health Savings Accounts
Education
Texas A&M University 2004 — 2008
Bachelor of Science, Industrial Distribution
Texas State University-San Marcos 2003 — 2004
Chad Alberson's USI Insurance Services Experience April 2012 - September 2013
Job Partner at Ryse Essential Capital, LLC an OECP Company
Industry Insurance
Experience
Ryse Essential Capital, LLC an Optimal Economics Capital Partners Company August 2015 - Present
Assurant Health October 2013 - August 2015
USI Insurance Services April 2012 - September 2013
Assurant Health January 2009 - April 2012
Skills
Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Disability Insurance, Term Life Insurance, Account Management, Underwriting, Customer Service, Benefits Administration, Sales, Health & Welfare..., General Insurance, Commercial Insurance, Long Term Care Insurance, Whole Life, Customer Retention, Marketing, Critical Illness, Sales Presentations, Casualty, Liability, Small Business, Legal Liability, COBRA, 401k, Risk Management, Employee Wellness..., Group Medical, Building Relationships, Health Care Reform, Group Insurance, Insurance Brokerage, Selling, Strategic Financial..., Medicare, ERISA
Education
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor of Business Administration, Marketing, Management
Stephenville High School 2000 — 2004
Health, Science & Technology
Ryse Essential Capital, LLC an Optimal Economics Capital Partners Company August 2015 - Present
Assurant Health October 2013 - August 2015
USI Insurance Services April 2012 - September 2013
Assurant Health January 2009 - April 2012
Skills
Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Disability Insurance, Term Life Insurance, Account Management, Underwriting, Customer Service, Benefits Administration, Sales, Health & Welfare..., General Insurance, Commercial Insurance, Long Term Care Insurance, Whole Life, Customer Retention, Marketing, Critical Illness, Sales Presentations, Casualty, Liability, Small Business, Legal Liability, COBRA, 401k, Risk Management, Employee Wellness..., Group Medical, Building Relationships, Health Care Reform, Group Insurance, Insurance Brokerage, Selling, Strategic Financial..., Medicare, ERISA
Education
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor of Business Administration, Marketing, Management
Stephenville High School 2000 — 2004
Health, Science & Technology
Rebekah Hobart Rebekah Hobart's USI Insurance Services Experience July 2015 - Present
Job Employee Benefits Consultant at USI Insurance Services
Industry Public Relations and Communications
Experience
USI Insurance Services July 2015 - Present
DISYS April 2013 - Present
Wischmeyer Benefit Partners May 2011 - June 2012
Skills
Great in sales,..., Employee Benefits, PowerPoint, Leadership, Insurance, Health Insurance, Customer Service, Onboarding, Microsoft Office, Microsoft Excel, Teaching, Event Planning, Microsoft Word, Applicant Tracking..., Human Resources, Recruiting, CRM, Training, Interviews, Management, Analysis, Social Networking, Research, Strategic Planning, Marketing Strategy, Public Speaking, Time Management
Education
Texas A&M University – College 2006 — 2011
Bachelor of Arts, Psychology
Texas A&M University 2006 — 2010
USI Insurance Services July 2015 - Present
DISYS April 2013 - Present
Wischmeyer Benefit Partners May 2011 - June 2012
Skills
Great in sales,..., Employee Benefits, PowerPoint, Leadership, Insurance, Health Insurance, Customer Service, Onboarding, Microsoft Office, Microsoft Excel, Teaching, Event Planning, Microsoft Word, Applicant Tracking..., Human Resources, Recruiting, CRM, Training, Interviews, Management, Analysis, Social Networking, Research, Strategic Planning, Marketing Strategy, Public Speaking, Time Management
Education
Texas A&M University – College 2006 — 2011
Bachelor of Arts, Psychology
Texas A&M University 2006 — 2010
Debbe Blakemore Debbe Blakemore's USI Insurance Services Experience May 2014 - Present
Job Senior Vice President, Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services May 1976 - May 2014
Skills
Insurance, Sales Management, Operations Management, Process Efficiency, Customer Service, Budgeting, Commercial Insurance, Workers Compensation, Human Resources, Computer Network..., Microsoft Office, Sagitta Agency..., Applied Agency..., Nexsure Agency..., Organizational..., Employee Training, Time Management
Education
Santa Barbara City College
Business Administration and Management, General
Sierra College
Business Administration and Management, General
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services May 1976 - May 2014
Skills
Insurance, Sales Management, Operations Management, Process Efficiency, Customer Service, Budgeting, Commercial Insurance, Workers Compensation, Human Resources, Computer Network..., Microsoft Office, Sagitta Agency..., Applied Agency..., Nexsure Agency..., Organizational..., Employee Training, Time Management
Education
Santa Barbara City College
Business Administration and Management, General
Sierra College
Business Administration and Management, General
Chris Esposito Chris Esposito's USI Insurance Services Experience October 2009 - July 2010
Job Senior Account Director at RetailMeNot, Inc.
Industry Marketing and Advertising
Experience
RetailMeNot, Inc. January 2014 - Present
Demand Media July 2012 - January 2014
Waterfall Mobile October 2011 - July 2012
Anco Insurance July 2010 - October 2011
USI Insurance Services October 2009 - July 2010
Allied North America September 2007 - September 2009
Commercial Coverage Insurance Agency June 2006 - August 2007
Skills
Mobile, New Business Development, Marketing Strategy, Team Building, Salesforce.com, Direct Marketing, Lead Generation, Consultative Selling, Cold Calling, Building Relationships, Market Research, Sales Process, New Account Acquisition, Product Demonstration, Team Leadership, Training, Mobile Marketing, SaaS, CRM, Mobile Devices, Entrepreneurship, E-commerce, Sales, Start-ups, Selling, Management, Sales Management, Account Management, Social Media, Enterprise Software, Integrated Marketing, Contract Negotiation
Education
Sonoma State University 2001 — 2006
BA, Business Finance
Marin Catholic High School 1997 — 2001
RetailMeNot, Inc. January 2014 - Present
Demand Media July 2012 - January 2014
Waterfall Mobile October 2011 - July 2012
Anco Insurance July 2010 - October 2011
USI Insurance Services October 2009 - July 2010
Allied North America September 2007 - September 2009
Commercial Coverage Insurance Agency June 2006 - August 2007
Skills
Mobile, New Business Development, Marketing Strategy, Team Building, Salesforce.com, Direct Marketing, Lead Generation, Consultative Selling, Cold Calling, Building Relationships, Market Research, Sales Process, New Account Acquisition, Product Demonstration, Team Leadership, Training, Mobile Marketing, SaaS, CRM, Mobile Devices, Entrepreneurship, E-commerce, Sales, Start-ups, Selling, Management, Sales Management, Account Management, Social Media, Enterprise Software, Integrated Marketing, Contract Negotiation
Education
Sonoma State University 2001 — 2006
BA, Business Finance
Marin Catholic High School 1997 — 2001
Brad Bischoff's USI Insurance Services Experience October 2014 - Present
Job Helping commercial real estate & construction projects with various levels of risk management
Industry Insurance
Experience
USI Insurance Services October 2014 - Present
The Mitchell Insurance Agency July 2013 - October 2014
Liberty Mutual Insurance July 2012 - July 2013
The Hartford June 2011 - July 2012
Sovereign Bank September 2010 - June 2011
MetLife- Financial June 2008 - October 2010
Verizon Wireless February 2006 - May 2008
Skills
Insurance, Risk Management, New Business Development, Sales, Management, Finance, Financial Services, Property & Casualty..., Direct Sales, Commercial Insurance, Public Speaking, Underwriting, Marketing, Business Networking, Relationship Management, Selling, Liability, Time Management, Workers Compensation, Mergers & Acquisitions, Customer Retention, Negotiation, Professional Networking, Analysis, Sales Management, Goal Oriented, Product Marketing, Auto insurance, Professional Liability, Presentations, Loans, Financial Risk, Business Auto Insurance, Business Insurance, Buy Sell Agreements, Commercial Property..., Cyber Liability, D&O, Employee Liability, Flood Insurance, Loss Earnings, Business Risk, EPLI, Loss Control, CRE, General Liability..., Auto Dealerships, Middle Market, REIT, Risk Assessment
Education
The Ohio State University
Bachelor of Science: Consumer Science, Family Financial Management
USI Insurance Services October 2014 - Present
The Mitchell Insurance Agency July 2013 - October 2014
Liberty Mutual Insurance July 2012 - July 2013
The Hartford June 2011 - July 2012
Sovereign Bank September 2010 - June 2011
MetLife- Financial June 2008 - October 2010
Verizon Wireless February 2006 - May 2008
Skills
Insurance, Risk Management, New Business Development, Sales, Management, Finance, Financial Services, Property & Casualty..., Direct Sales, Commercial Insurance, Public Speaking, Underwriting, Marketing, Business Networking, Relationship Management, Selling, Liability, Time Management, Workers Compensation, Mergers & Acquisitions, Customer Retention, Negotiation, Professional Networking, Analysis, Sales Management, Goal Oriented, Product Marketing, Auto insurance, Professional Liability, Presentations, Loans, Financial Risk, Business Auto Insurance, Business Insurance, Buy Sell Agreements, Commercial Property..., Cyber Liability, D&O, Employee Liability, Flood Insurance, Loss Earnings, Business Risk, EPLI, Loss Control, CRE, General Liability..., Auto Dealerships, Middle Market, REIT, Risk Assessment
Education
The Ohio State University
Bachelor of Science: Consumer Science, Family Financial Management
Ken Phipps (Open Networker) Ken Phipps (Open Networker)'s USI Insurance Services Experience February 2008 - April 2009
Job Director of Franchise Sales at Boston's Restaurant & Sports Bar
Industry Restaurants
Experience
Boston's Restaurant & Sports Bar April 2014 - Present
KMP Consulting April 2009 - Present
7-Eleven July 2012 - April 2014
7-Eleven September 2011 - July 2012
USI Insurance Services February 2008 - April 2009
Kaye/Bassman International October 2000 - January 2008
Skills
Strategic Sourcing, Internet Recruiting, Pipeline Building, Internet Mining, Candidate Assessment, Candidate Generation, Direct Recruiting, Referral Generation, Professional Networking, Social Networking, Talent Acquisition, Talent Scouting, Executive Search, Permanent Placement, Diversity Recruitment, Talent Identification, Talent Selection, Employee Hiring, Employer Branding, Online Branding, Hiring Practices, Staffing Analysis, Virtual Teams, Growing Revenue, Sales Recruitment, Team Building, Training/Mentoring, Teamwork, Team Leadership, Job Search Strategies, Resume Mining, Business Networking, Interviews, Talent Management, Resume, Recruiting, Applicant Tracking..., Leadership, Human Resources, Mergers & Acquisitions, Web Mining, Employee Training, Referrals, Staffing Services, Pipelines, Sourcing, Onboarding, Hiring, Sales, Management
Education
Texas Tech University 1986 — 1988
Boston's Restaurant & Sports Bar April 2014 - Present
KMP Consulting April 2009 - Present
7-Eleven July 2012 - April 2014
7-Eleven September 2011 - July 2012
USI Insurance Services February 2008 - April 2009
Kaye/Bassman International October 2000 - January 2008
Skills
Strategic Sourcing, Internet Recruiting, Pipeline Building, Internet Mining, Candidate Assessment, Candidate Generation, Direct Recruiting, Referral Generation, Professional Networking, Social Networking, Talent Acquisition, Talent Scouting, Executive Search, Permanent Placement, Diversity Recruitment, Talent Identification, Talent Selection, Employee Hiring, Employer Branding, Online Branding, Hiring Practices, Staffing Analysis, Virtual Teams, Growing Revenue, Sales Recruitment, Team Building, Training/Mentoring, Teamwork, Team Leadership, Job Search Strategies, Resume Mining, Business Networking, Interviews, Talent Management, Resume, Recruiting, Applicant Tracking..., Leadership, Human Resources, Mergers & Acquisitions, Web Mining, Employee Training, Referrals, Staffing Services, Pipelines, Sourcing, Onboarding, Hiring, Sales, Management
Education
Texas Tech University 1986 — 1988
Kasey Stone Kasey Stone's USI Insurance Services Experience November 2011 - November 2014
Job Staff accountant
Industry Accounting
Experience
Liberty Tax Service November 2014 - April 2015
USI Insurance Services November 2011 - November 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, English, Windows, Outlook
Education
Strayer University 2010 — 2012
Bachelor's degree, Criminal justice computer security and forensics
Tidewater Community College 2006 — 2010
Associate of Science (AS), Accounting
Liberty Tax Service November 2014 - April 2015
USI Insurance Services November 2011 - November 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, English, Windows, Outlook
Education
Strayer University 2010 — 2012
Bachelor's degree, Criminal justice computer security and forensics
Tidewater Community College 2006 — 2010
Associate of Science (AS), Accounting
Sean Confrey Sean Confrey's USI Insurance Services Experience May 2014 - September 2014
Job Associate Account Executive at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers September 2014 - Present
USI Insurance Services May 2014 - September 2014
State University of New York at Oswego February 2013 - December 2013
Heffernan Insurance Brokers June 2013 - August 2013
Enterprise Rent-A-Car May 2012 - August 2012
Education
State University of New York College at Oswego 2010 — 2014
Bachelor of Science (BS), Risk Management and Insurance
Heffernan Insurance Brokers September 2014 - Present
USI Insurance Services May 2014 - September 2014
State University of New York at Oswego February 2013 - December 2013
Heffernan Insurance Brokers June 2013 - August 2013
Enterprise Rent-A-Car May 2012 - August 2012
Education
State University of New York College at Oswego 2010 — 2014
Bachelor of Science (BS), Risk Management and Insurance
Curtis Estes Curtis Estes's USI Insurance Services Experience August 2006 - October 2007
Job Senior Group Sales Representative at Ameritas
Industry Insurance
Experience
Ameritas March 2012 - Present
ETMG Insurance March 2009 - March 2012
Gallagher Benefit Services May 2007 - May 2008
USI Insurance Services August 2006 - October 2007
Skills
Employee Benefits, Insurance, Benefits, Customer Service, New Business Development, Sales, Consultative Sales..., Healthcare, Term Life Insurance, Life Insurance, Account Management, Health Insurance
Education
Stephen F. Austin State University 1993 — 1997
Bachelors of Science
University of Oklahoma
Ameritas March 2012 - Present
ETMG Insurance March 2009 - March 2012
Gallagher Benefit Services May 2007 - May 2008
USI Insurance Services August 2006 - October 2007
Skills
Employee Benefits, Insurance, Benefits, Customer Service, New Business Development, Sales, Consultative Sales..., Healthcare, Term Life Insurance, Life Insurance, Account Management, Health Insurance
Education
Stephen F. Austin State University 1993 — 1997
Bachelors of Science
University of Oklahoma
Kelley Akins Kelley Akins's USI Insurance Services Experience August 2009 - April 2010
Job Business Development Manager
Industry Hospital & Health Care
Experience
Alliance Health Sciences, LLC January 2013 - Present
CIGNA Healthcare November 2010 - August 2011
USI Insurance Services August 2009 - April 2010
Ameritas Life Insurance Corp 2005 - 2009
Pacific Life 2000 - 2005
Education
Southern Methodist University 2011 — 2013
Masters in Counseling, Counseling Psychology
Texas State University-San Marcos 1989 — 1992
BA, Advertising
Rockwall High School 1983 — 1987
Alliance Health Sciences, LLC January 2013 - Present
CIGNA Healthcare November 2010 - August 2011
USI Insurance Services August 2009 - April 2010
Ameritas Life Insurance Corp 2005 - 2009
Pacific Life 2000 - 2005
Education
Southern Methodist University 2011 — 2013
Masters in Counseling, Counseling Psychology
Texas State University-San Marcos 1989 — 1992
BA, Advertising
Rockwall High School 1983 — 1987
Elaine Sharpe Elaine Sharpe's USI Insurance Services Experience 2014 - Present
Job VP Sales USI Insurance Services
Industry Insurance
Experience
USI Insurance Services 2014 - Present
Wells Fargo Insurance Services 2006 - 2014
Cumberland Valley Insurance 2004 - 2006
Palm Beach Company 1977 - 2002
Skills
Employee Benefits, Benefits Negotiation, Self-funded, Stop Loss, Workers Compensation, Property & Casualty..., Human Resources, Leadership, Workplace Safety, Sales, Marketing, Problem Solving, Budgets, Risk Management, Consulting, Health Insurance
Education
Somerset Community College
Fire & Safety
USI Insurance Services 2014 - Present
Wells Fargo Insurance Services 2006 - 2014
Cumberland Valley Insurance 2004 - 2006
Palm Beach Company 1977 - 2002
Skills
Employee Benefits, Benefits Negotiation, Self-funded, Stop Loss, Workers Compensation, Property & Casualty..., Human Resources, Leadership, Workplace Safety, Sales, Marketing, Problem Solving, Budgets, Risk Management, Consulting, Health Insurance
Education
Somerset Community College
Fire & Safety
Deborah Wade, AINS, KACSR, CPIW, CTM's USI Insurance Services Experience May 2014 - August 2015
Job Protecting clients financial assets
Industry Insurance
Experience
Underwriters Safety and Claims August 2015 - Present
USI Insurance Services May 2014 - August 2015
Wells Fargo Insurance Services August 2006 - May 2014
Robert H. Clarkson Insurance Agency May 2002 - August 2006
Jewish Hospital & St. Mary's HealthCare September 2001 - May 2002
Fireman's Fund Insurance Company December 1972 - September 2001
Skills
Commercial Insurance, Property, Professional Liability, Workers Compensation, General Insurance, Umbrella Insurance, D, Employment Practices..., Inland Marine, Team Building, Account Management, Public Speaking, Training, Underwriting, Legal Liability, Excess, Commercial Lines..., Commercial Lines
Education
Sullivan University 1972 — 1973
Yes, Legal Diplomatic Associates Degree
Insurance institute of Armerica
General Insurance, AINS, KACSR., Insurance
Jefferson Community College
Underwriters Safety and Claims August 2015 - Present
USI Insurance Services May 2014 - August 2015
Wells Fargo Insurance Services August 2006 - May 2014
Robert H. Clarkson Insurance Agency May 2002 - August 2006
Jewish Hospital & St. Mary's HealthCare September 2001 - May 2002
Fireman's Fund Insurance Company December 1972 - September 2001
Skills
Commercial Insurance, Property, Professional Liability, Workers Compensation, General Insurance, Umbrella Insurance, D, Employment Practices..., Inland Marine, Team Building, Account Management, Public Speaking, Training, Underwriting, Legal Liability, Excess, Commercial Lines..., Commercial Lines
Education
Sullivan University 1972 — 1973
Yes, Legal Diplomatic Associates Degree
Insurance institute of Armerica
General Insurance, AINS, KACSR., Insurance
Jefferson Community College
Courtney Goulding's USI Insurance Services Experience September 2014 - Present
Job Bond Account Manager for USI Southwest Insurance
Industry Insurance
Experience
USI Insurance Services September 2014 - Present
Merchants Bonding Company June 2010 - September 2014
Cinemark July 2007 - June 2010
Skills
Customer Service, Bonds, Event Planning, Financial Analysis, Insurance, Property, Leadership, Liability, Marketing, Microsoft Excel, Casualty Insurance, General Insurance
Education
Texas A&M University 2003 — 2009
Bachelor of Arts (BA), History/Communications
USI Insurance Services September 2014 - Present
Merchants Bonding Company June 2010 - September 2014
Cinemark July 2007 - June 2010
Skills
Customer Service, Bonds, Event Planning, Financial Analysis, Insurance, Property, Leadership, Liability, Marketing, Microsoft Excel, Casualty Insurance, General Insurance
Education
Texas A&M University 2003 — 2009
Bachelor of Arts (BA), History/Communications
Russell Palmer Russell Palmer's USI Insurance Services Experience July 2015 - Present
Job Director of Applications
Industry Information Technology and Services
Experience
USI Insurance Services July 2015 - Present
Entergy September 2014 - June 2015
Weight Watchers April 2013 - October 2014
USI Insurance Services January 1997 - April 2013
ASD 1995 - 1997
Skills
Microsoft CRM, SSRS, CRM, SQL, Microsoft SQL Server, SharePoint, .NET, Microsoft Dynamics, WCF, SSIS, IT Management, Software Implementation, Microsoft Certified..., Citrix, Requirements Analysis, CTI, Call Centers, SDLC, Project Management, T-SQL, Integration, Business Analysis, Software Development, Leadership, Software Project..., Business Intelligence, Information Technology
Education
State University of New York at New Paltz
BA, Mathematics & Computer Science
eCornell
Marketing Strategy
USI Insurance Services July 2015 - Present
Entergy September 2014 - June 2015
Weight Watchers April 2013 - October 2014
USI Insurance Services January 1997 - April 2013
ASD 1995 - 1997
Skills
Microsoft CRM, SSRS, CRM, SQL, Microsoft SQL Server, SharePoint, .NET, Microsoft Dynamics, WCF, SSIS, IT Management, Software Implementation, Microsoft Certified..., Citrix, Requirements Analysis, CTI, Call Centers, SDLC, Project Management, T-SQL, Integration, Business Analysis, Software Development, Leadership, Software Project..., Business Intelligence, Information Technology
Education
State University of New York at New Paltz
BA, Mathematics & Computer Science
eCornell
Marketing Strategy
Margaret Herron-Kerr's USI Insurance Services Experience April 2015 - Present
Job Private Client Risk Advisor
Industry Insurance
Experience
USI Insurance Services April 2015 - Present
Property Solutions Louisville August 2013 - April 2015
Liberty Mutual Insurance April 2012 - April 2015
Reisert and Associates, Inc August 2010 - March 2012
State Farm Insurance June 2009 - August 2010
Banana Republic May 2008 - June 2009
The Body Shop October 2000 - February 2007
Skills
Sales Management, Licensed Property &..., Licensed Life Insurance..., Insurance, Sales, Property & Casualty..., Account Management, Customer Service, Life Insurance, Social Media, Public Speaking, Marketing, Strategic Planning, New Business Development, Leadership Development, Human Resources, Employee Benefits, Time Management, Retail, Fixed Annuities, Finance, Small Business, Customer Retention, Training, Leadership, Management, Selling, Team Building, Customer Satisfaction, Direct Sales, Term Life Insurance, Recruiting
Education
Southern Illinois University, Carbondale 1993 — 1997
BA, English
USI Insurance Services April 2015 - Present
Property Solutions Louisville August 2013 - April 2015
Liberty Mutual Insurance April 2012 - April 2015
Reisert and Associates, Inc August 2010 - March 2012
State Farm Insurance June 2009 - August 2010
Banana Republic May 2008 - June 2009
The Body Shop October 2000 - February 2007
Skills
Sales Management, Licensed Property &..., Licensed Life Insurance..., Insurance, Sales, Property & Casualty..., Account Management, Customer Service, Life Insurance, Social Media, Public Speaking, Marketing, Strategic Planning, New Business Development, Leadership Development, Human Resources, Employee Benefits, Time Management, Retail, Fixed Annuities, Finance, Small Business, Customer Retention, Training, Leadership, Management, Selling, Team Building, Customer Satisfaction, Direct Sales, Term Life Insurance, Recruiting
Education
Southern Illinois University, Carbondale 1993 — 1997
BA, English
Susan J. Rock, CPCU's USI Insurance Services Experience March 2009 - March 2014
Job Underwriting / Account Management
Industry Insurance
Experience
Acadia Insurance (a W. R. Berkley Company) March 2014 - Present
Stella & Dot June 2013 - Present
Keepyouconnected.biz January 2011 - Present
USI Insurance Services March 2009 - March 2014
Liberty Mutual November 2000 - March 2009
Empire Blue Cross and Blue Shield September 1996 - November 2000
Skills
Property & Casualty..., Commercial Insurance, Casualty, Workers Compensation, Liability, Insurance, Underwriting, Commercial Lines, Legal Liability, Umbrella Insurance, Professional Liability, Claim, Social Media Marketing, Social Networking, Social Media, Blogging, Event Planning, Marketing, Brokers, Customer Service, Direct Sales, Facebook, Employee Benefits, Health Insurance, Employment Practices..., General Insurance, D&O, Management, Sales
Education
The College of Saint Rose 1992 — 1996
BA, Communication
Acadia Insurance (a W. R. Berkley Company) March 2014 - Present
Stella & Dot June 2013 - Present
Keepyouconnected.biz January 2011 - Present
USI Insurance Services March 2009 - March 2014
Liberty Mutual November 2000 - March 2009
Empire Blue Cross and Blue Shield September 1996 - November 2000
Skills
Property & Casualty..., Commercial Insurance, Casualty, Workers Compensation, Liability, Insurance, Underwriting, Commercial Lines, Legal Liability, Umbrella Insurance, Professional Liability, Claim, Social Media Marketing, Social Networking, Social Media, Blogging, Event Planning, Marketing, Brokers, Customer Service, Direct Sales, Facebook, Employee Benefits, Health Insurance, Employment Practices..., General Insurance, D&O, Management, Sales
Education
The College of Saint Rose 1992 — 1996
BA, Communication
Tara Lynn Kallaher's USI Insurance Services Experience April 2006 - December 2006
Job Experienced Insurance Professional Seeking New Opportunities
Industry Insurance
Experience
The Doctors Company June 2011 - June 2015
Peter C. Foy & Associates January 2007 - May 2011
USI Insurance Services April 2006 - December 2006
Chivaroli & Associates January 2002 - March 2006
Skills
Medical Malpractice, Underwriting, Strategic Planning, Property & Casualty..., Insurance, Professional Liability, Legal Liability, Liability, Commercial Insurance, General Insurance, Claim, Workers Compensation, Health Insurance, Employee Benefits, D&O, Brokers, Employment Practices..., Microsoft Excel, PowerPoint, Umbrella Insurance, Casualty
Education
Moorpark College
Associates Degree
Sonoma State University
The Doctors Company June 2011 - June 2015
Peter C. Foy & Associates January 2007 - May 2011
USI Insurance Services April 2006 - December 2006
Chivaroli & Associates January 2002 - March 2006
Skills
Medical Malpractice, Underwriting, Strategic Planning, Property & Casualty..., Insurance, Professional Liability, Legal Liability, Liability, Commercial Insurance, General Insurance, Claim, Workers Compensation, Health Insurance, Employee Benefits, D&O, Brokers, Employment Practices..., Microsoft Excel, PowerPoint, Umbrella Insurance, Casualty
Education
Moorpark College
Associates Degree
Sonoma State University
Leah Gardiner Leah Gardiner's USI Insurance Services Experience May 2014 - November 2014
Job
Industry Financial Services
Experience
Edward Jones November 2014 - Present
USI Insurance Services May 2014 - November 2014
Rockville Bank June 2013 - May 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Teamwork
Education
Susquehanna University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration
Edward Jones November 2014 - Present
USI Insurance Services May 2014 - November 2014
Rockville Bank June 2013 - May 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Teamwork
Education
Susquehanna University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration
Wendell Schuman Wendell Schuman's USI Insurance Services Experience 2013 - Present
Job Employee Benefits Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services 2013 - Present
Cintas May 2007 - 2013
Skills
Cold Calling, Account Management, Sales Presentations, Sales, B2B, Outside Sales, Customer Service, Solution Selling, Qualifying Prospects, Program Management, Sales Management, Team Building, Leadership, Microsoft Office, Insurance, Marketing, Training, Employee Benefits, Strategic Planning, New Business Development, Management, Risk Management
Education
Texas Tech University 2001 — 2006
Biology, Chemistry
De Leon High School 1997 — 2001
USI Insurance Services 2013 - Present
Cintas May 2007 - 2013
Skills
Cold Calling, Account Management, Sales Presentations, Sales, B2B, Outside Sales, Customer Service, Solution Selling, Qualifying Prospects, Program Management, Sales Management, Team Building, Leadership, Microsoft Office, Insurance, Marketing, Training, Employee Benefits, Strategic Planning, New Business Development, Management, Risk Management
Education
Texas Tech University 2001 — 2006
Biology, Chemistry
De Leon High School 1997 — 2001
Amanda Pentz Amanda Pentz's USI Insurance Services Experience October 2002 - February 2015
Job Account Executive for Benefit Design Group at Virginia Farm Bureau
Industry Insurance
Experience
Virginia Farm Bureau March 2015 - Present
USI Insurance Services October 2002 - February 2015
T. Rowe Price March 1999 - October 2002
Skills
Marketing, Leadership, Strategic Planning, PowerPoint, Account Management, Financial Analysis, Business Strategy, Customer Service, Microsoft Excel, Microsoft Word, Communication
Education
The Community College of Baltimore County 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities; Fine Arts: Painting
Fallston High School 1992 — 1996
Diploma
Virginia Farm Bureau March 2015 - Present
USI Insurance Services October 2002 - February 2015
T. Rowe Price March 1999 - October 2002
Skills
Marketing, Leadership, Strategic Planning, PowerPoint, Account Management, Financial Analysis, Business Strategy, Customer Service, Microsoft Excel, Microsoft Word, Communication
Education
The Community College of Baltimore County 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities; Fine Arts: Painting
Fallston High School 1992 — 1996
Diploma
Chip Cole, CIC, CRM Chip Cole, CIC, CRM's USI Insurance Services Experience May 2003 - Present
Job Vice President at USI Insurance Services helping clients achieve capital efficiency
Industry Insurance
Experience
USI Insurance Services May 2003 - Present
Oswald Trippe & Company April 1998 - May 2003
Skills
Insurance, Commercial Real Estate, Captives, Self-insured, Property & Casualty..., Marketing, Risk Management, Financial Risk, Risk Assessment, Commercial Insurance, Workers Compensation, Liability, Underwriting, Brokers, Reinsurance, Employment Practices..., General Insurance, Claims Management, Executive Management, Casualty, Health Insurance, Legal Liability, Claim, D&O, Inland Marine, Umbrella Insurance, Commercial Lines, Customer Service, Casualty Insurance
Education
Southern Methodist University 1979 — 1983
Ransom Everglades 1973 — 1979
USI Insurance Services May 2003 - Present
Oswald Trippe & Company April 1998 - May 2003
Skills
Insurance, Commercial Real Estate, Captives, Self-insured, Property & Casualty..., Marketing, Risk Management, Financial Risk, Risk Assessment, Commercial Insurance, Workers Compensation, Liability, Underwriting, Brokers, Reinsurance, Employment Practices..., General Insurance, Claims Management, Executive Management, Casualty, Health Insurance, Legal Liability, Claim, D&O, Inland Marine, Umbrella Insurance, Commercial Lines, Customer Service, Casualty Insurance
Education
Southern Methodist University 1979 — 1983
Ransom Everglades 1973 — 1979
J Brandon Foster, CIC's USI Insurance Services Experience April 2010 - May 2012
Job Transportation & Construction Specialist | Walker Myers Insurance & Risk Management
Industry Insurance
Experience
Walker Myers Insurance & Risk Management January 2013 - Present
Jernie Group April 2010 - Present
USI Insurance Services April 2010 - May 2012
Sovereign Insurance Group August 2007 - May 2010
Liberty Mutual 2006 - 2007
Marriott International 2003 - 2006
Skills
Direct Sales, Social Media Marketing, Property & Casualty..., Casualty, Commercial Insurance, Writing, Creative Writing, Creative Strategy, Copywriting, SEO copywriting, Marketing Copy, Event Planning, Event Management, Web Content, Content Management, Content Strategy, Technical Writing, Social Media, Insurance, Legal Liability, Professional Liability, Risk Management, Leadership, Liability Analysis, Inland Marine
Education
Texas A&M University 1997 — 2002
Bachelor of Science, Industrial Distribution
Sweeny High School 1993 — 1997
High School, High School/Secondary Diplomas and Certificates
Walker Myers Insurance & Risk Management January 2013 - Present
Jernie Group April 2010 - Present
USI Insurance Services April 2010 - May 2012
Sovereign Insurance Group August 2007 - May 2010
Liberty Mutual 2006 - 2007
Marriott International 2003 - 2006
Skills
Direct Sales, Social Media Marketing, Property & Casualty..., Casualty, Commercial Insurance, Writing, Creative Writing, Creative Strategy, Copywriting, SEO copywriting, Marketing Copy, Event Planning, Event Management, Web Content, Content Management, Content Strategy, Technical Writing, Social Media, Insurance, Legal Liability, Professional Liability, Risk Management, Leadership, Liability Analysis, Inland Marine
Education
Texas A&M University 1997 — 2002
Bachelor of Science, Industrial Distribution
Sweeny High School 1993 — 1997
High School, High School/Secondary Diplomas and Certificates
Lydia Herschap's USI Insurance Services Experience June 2009 - August 2009
Job Special Projects Assistant at KIPP DallasFort Worth
Industry Nonprofit Organization Management
Experience
KIPP Dallas-Fort Worth December 2013 - Present
lululemon athletica November 2012 - November 2013
Allianz Global Assistance August 2010 - August 2012
Mondial Assistance June 2010 - July 2011
USI Insurance Services June 2009 - August 2009
HomeAway.com June 2008 - January 2009
Skills
Leadership, Management, Marketing, Program Management, Insurance, Training, Financial Analysis, Finance, Auditing, Sales, Customer Service, Teamwork, Analysis, SAP, Data Analysis
Education
Texas Tech University - Rawls College of Business 2006 — 2010
BBA, Finance and Economics
London School of Economics and Political Science 2009 — 2009
Alternative Investments
KIPP Dallas-Fort Worth December 2013 - Present
lululemon athletica November 2012 - November 2013
Allianz Global Assistance August 2010 - August 2012
Mondial Assistance June 2010 - July 2011
USI Insurance Services June 2009 - August 2009
HomeAway.com June 2008 - January 2009
Skills
Leadership, Management, Marketing, Program Management, Insurance, Training, Financial Analysis, Finance, Auditing, Sales, Customer Service, Teamwork, Analysis, SAP, Data Analysis
Education
Texas Tech University - Rawls College of Business 2006 — 2010
BBA, Finance and Economics
London School of Economics and Political Science 2009 — 2009
Alternative Investments
Matt Baird Matt Baird's USI Insurance Services Experience May 2010 - Present
Job Employee Benefits Consultant USI Insurance
Industry Insurance
Experience
USI Insurance Services May 2010 - Present
Talus Brokerage May 2007 - April 2010
Interplan Health Group 2005 - 2007
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Healthcare, Life Insurance
Education
The Ohio State University 1992 — 1996
BA, Politcal Science
USI Insurance Services May 2010 - Present
Talus Brokerage May 2007 - April 2010
Interplan Health Group 2005 - 2007
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Healthcare, Life Insurance
Education
The Ohio State University 1992 — 1996
BA, Politcal Science
Joshua Spitz, RHU, REBC, PRA, CIC, GBDS's USI Insurance Services Experience February 2014 - Present
Job Practice Leader, Employee Benefits at USI Insurance Services, Los Angeles
Industry Insurance
Experience
USI Insurance Services February 2014 - Present
USI Insurance Services December 2008 - 2014
National Human Resources Association April 2009 - June 2012
Marsh June 2007 - March 2008
HRH 2008 - 2008
Keenan & Associates February 2002 - August 2007
Aetna 1998 - 2002
Skills
Self Funding Specialist, Corporate Wellness, Employee Benefits, Workers Compensation, Health Insurance, Retirement Planning, Dental Insurance, Vision Insurance, Voluntary Employee..., Life Insurance, Medical Underwriting, Strategic Planning, Human Resources, Disability Insurance, EAP, Legal Compliance, Pharmacy Benefit..., Property & Casualty..., Commercial Insurance, Benefits Administration, Corporations, Employee Engagement, Health Care Reform, Licensed Life Insurance..., Insurance Law, Employee Relations, Talent Management, Succession Planning, Personnel Management, COBRA, HRIS, Insurance, Leadership, Program Management, Management, Health Savings Accounts, Deferred Compensation, Risk Management, Benefits Design, 401k, Employee Wellness, Executive Pay, ERISA, Open Enrollment, Employee Wellness..., Long-term Care, Accident, College Recruiting, Brokers, Underwriting
Education
The American College 2008 — 2009
Registered Health Underwriter
University of California, Davis 1993 — 1998
BA
USI Insurance Services February 2014 - Present
USI Insurance Services December 2008 - 2014
National Human Resources Association April 2009 - June 2012
Marsh June 2007 - March 2008
HRH 2008 - 2008
Keenan & Associates February 2002 - August 2007
Aetna 1998 - 2002
Skills
Self Funding Specialist, Corporate Wellness, Employee Benefits, Workers Compensation, Health Insurance, Retirement Planning, Dental Insurance, Vision Insurance, Voluntary Employee..., Life Insurance, Medical Underwriting, Strategic Planning, Human Resources, Disability Insurance, EAP, Legal Compliance, Pharmacy Benefit..., Property & Casualty..., Commercial Insurance, Benefits Administration, Corporations, Employee Engagement, Health Care Reform, Licensed Life Insurance..., Insurance Law, Employee Relations, Talent Management, Succession Planning, Personnel Management, COBRA, HRIS, Insurance, Leadership, Program Management, Management, Health Savings Accounts, Deferred Compensation, Risk Management, Benefits Design, 401k, Employee Wellness, Executive Pay, ERISA, Open Enrollment, Employee Wellness..., Long-term Care, Accident, College Recruiting, Brokers, Underwriting
Education
The American College 2008 — 2009
Registered Health Underwriter
University of California, Davis 1993 — 1998
BA
Becky Liley Becky Liley's USI Insurance Services Experience February 2013 - Present
Job Senior Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2013 - Present
J.W. Terrill August 2012 - February 2013
WFL July 2005 - August 2012
WFL July 2001 - July 2005
WFL July 1998 - January 2001
WFL January 1994 - July 1998
Skills
Property & Casualty..., CISR Designation, Risk Management, Commercial Insurance, Construction Insurance, Legal Liability, Commercial Lines, Surety
Education
Southwestern Illinois College
USI Insurance Services February 2013 - Present
J.W. Terrill August 2012 - February 2013
WFL July 2005 - August 2012
WFL July 2001 - July 2005
WFL July 1998 - January 2001
WFL January 1994 - July 1998
Skills
Property & Casualty..., CISR Designation, Risk Management, Commercial Insurance, Construction Insurance, Legal Liability, Commercial Lines, Surety
Education
Southwestern Illinois College
Jennifer Lyons Jennifer Lyons's USI Insurance Services Experience August 2015 - Present
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 2015 - Present
Arthur J. Gallagher & Co. November 2014 - June 2015
Lyons Law July 2010 - October 2014
Lyons Realty July 2010 - October 2014
JLyons Enterprises, Inc. May 2013 - May 2014
Partners HealthCare, Research Ventures and Licensing (RVL) February 2008 - September 2009
Lyons Law Offices February 2007 - February 2008
Tyco Healthcare Group April 2006 - August 2006
X-Ray Optical Systems July 2003 - May 2005
Law Office of Edward C. Conroy 2005 - 2005
Skills
Intellectual Property, Licensing, Patents, Trademarks, Management, Real Estate, Negotiation, Patent Litigation, Advertising, Government, Client Counseling, Mediation, Start-ups, Entrepreneurship, Corporations, Copyright Law, Legal Advice, Litigation, Contract Negotiation, Due Diligence, Legal Writing
Education
Albany Law School 2002 — 2005
Juris Doctor, Intellectual Property Law
Syracuse University 1998 — 2002
Bachelor of Science, Information Management and Technology
USI Insurance Services August 2015 - Present
Arthur J. Gallagher & Co. November 2014 - June 2015
Lyons Law July 2010 - October 2014
Lyons Realty July 2010 - October 2014
JLyons Enterprises, Inc. May 2013 - May 2014
Partners HealthCare, Research Ventures and Licensing (RVL) February 2008 - September 2009
Lyons Law Offices February 2007 - February 2008
Tyco Healthcare Group April 2006 - August 2006
X-Ray Optical Systems July 2003 - May 2005
Law Office of Edward C. Conroy 2005 - 2005
Skills
Intellectual Property, Licensing, Patents, Trademarks, Management, Real Estate, Negotiation, Patent Litigation, Advertising, Government, Client Counseling, Mediation, Start-ups, Entrepreneurship, Corporations, Copyright Law, Legal Advice, Litigation, Contract Negotiation, Due Diligence, Legal Writing
Education
Albany Law School 2002 — 2005
Juris Doctor, Intellectual Property Law
Syracuse University 1998 — 2002
Bachelor of Science, Information Management and Technology
Steve Slone, CITRMS Steve Slone, CITRMS's USI Insurance Services Experience December 1983 - March 1992
Job President at James River Benefits Group, Inc.
Industry Insurance
Experience
James River Benefits Group, Inc. April 2014 - Present
James River Benefits Group, Inc. April 1992 - Present
USI Insurance Services December 1983 - March 1992
Skills
Disability Insurance, Health Insurance, MIS, Employee Benefits, Risk Management, Process Improvement, Account Management, Small Business, Strategic Planning, Customer Service, Management, New Business Development, Insurance, Life Insurance, Term Life Insurance, Finance, Underwriting, Retirement, Brokers
Education
The American College 2015 — 2019
Insurance
The Institute of Fraud Risk Management 2008 — 2009
CITRMS, Identity Theft
Virginia Commonwealth University - School of Business 1979 — 1982
BS, Marketing
Tucker High School
James River Benefits Group, Inc. April 2014 - Present
James River Benefits Group, Inc. April 1992 - Present
USI Insurance Services December 1983 - March 1992
Skills
Disability Insurance, Health Insurance, MIS, Employee Benefits, Risk Management, Process Improvement, Account Management, Small Business, Strategic Planning, Customer Service, Management, New Business Development, Insurance, Life Insurance, Term Life Insurance, Finance, Underwriting, Retirement, Brokers
Education
The American College 2015 — 2019
Insurance
The Institute of Fraud Risk Management 2008 — 2009
CITRMS, Identity Theft
Virginia Commonwealth University - School of Business 1979 — 1982
BS, Marketing
Tucker High School
Robert (BJ) Shults Robert (BJ) Shults's USI Insurance Services Experience February 2011 - August 2011
Job Real Estate Lawyer
Industry Law Practice
Experience
Gardere Wynne Sewell LLP August 2011 - Present
USI Insurance Services February 2011 - August 2011
Hameline & Eccleston, LLP August 2010 - January 2011
XC Networks July 2009 - March 2010
Colemont Insurance Brokers- Legal Department May 2008 - June 2008
Brian R. Arnold & Associates May 2007 - September 2007
Guaranty Bank September 2006 - April 2007
Skills
Liability, Investments, Family Law, Real Estate, Insurance, Finance, Real Estate Development, Corporate Law
Education
Southern Methodist University Dedman School of Law 2006 — 2010
Juris Doctor, Real Estate Law
University of Texas at Austin- McCombs School of Business
Bachelor of Business Administration, Finance
Saint Michael's Academy- Austin, TX 1999 — 2002
SMU-in-Oxford Summer Abroad, University College
Gardere Wynne Sewell LLP August 2011 - Present
USI Insurance Services February 2011 - August 2011
Hameline & Eccleston, LLP August 2010 - January 2011
XC Networks July 2009 - March 2010
Colemont Insurance Brokers- Legal Department May 2008 - June 2008
Brian R. Arnold & Associates May 2007 - September 2007
Guaranty Bank September 2006 - April 2007
Skills
Liability, Investments, Family Law, Real Estate, Insurance, Finance, Real Estate Development, Corporate Law
Education
Southern Methodist University Dedman School of Law 2006 — 2010
Juris Doctor, Real Estate Law
University of Texas at Austin- McCombs School of Business
Bachelor of Business Administration, Finance
Saint Michael's Academy- Austin, TX 1999 — 2002
SMU-in-Oxford Summer Abroad, University College
Casey Nunneker Casey Nunneker's USI Insurance Services Experience September 2010 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2010 - Present
Group Benefit Services (GBS) September 2007 - September 2010
Tennis-N-Gear August 2005 - September 2007
Skills
Customer Retention, Employee Benefits, Analytics, Selling Skills, Self-funded, Business Intelligence, Health Insurance, Insurance, Health Savings Accounts, Online Technology, Benefits Administration, Disability Insurance, Underwriting, Human Resources, Flexible Spending..., Recruiting, Brokers, Life Insurance, Account Management, Workers Compensation, Customer Service, Marketing, Employee Relations, Leadership
Education
State University of New York College at Geneseo 2001 — 2005
BA, Psychology
USI Insurance Services September 2010 - Present
Group Benefit Services (GBS) September 2007 - September 2010
Tennis-N-Gear August 2005 - September 2007
Skills
Customer Retention, Employee Benefits, Analytics, Selling Skills, Self-funded, Business Intelligence, Health Insurance, Insurance, Health Savings Accounts, Online Technology, Benefits Administration, Disability Insurance, Underwriting, Human Resources, Flexible Spending..., Recruiting, Brokers, Life Insurance, Account Management, Workers Compensation, Customer Service, Marketing, Employee Relations, Leadership
Education
State University of New York College at Geneseo 2001 — 2005
BA, Psychology
Marc Thompson Marc Thompson's USI Insurance Services Experience October 2009 - September 2010
Job VP of Operations at TREX Engineering + Construction
Industry Oil & Energy
Experience
T-REX Engineering + Construction July 2015 - Present
T-REX Engineering + Construction October 2014 - July 2015
Lonestar Marine Shelters April 2012 - October 2014
Lonestar Marine Shelters April 2011 - April 2012
Lonestar Marine Shelters September 2010 - March 2011
USI Insurance Services October 2009 - September 2010
PolySpec THIOKOL June 2003 - October 2009
Skills
Petroleum, Energy, Project Management, Project Planning, Strategic Planning, Business Development, Offshore Construction, Marine Engineering, Shipbuilding, Oil & Gas Industry, Offshore Oil & Gas, Contract Negotiation, Offshore Drilling, Gas, Pipelines, Engineering, Risk Management, Procurement, Upstream, Contract Management, Oil/Gas, Process Engineering, Construction, Energy Industry, Earned Value Management, Leadership, Natural Gas, Maritime, Onshore, EPC, Piping, Petrochemical, Subsea Engineering, Inspection, Sales Presentations, Commissioning, Oilfield, Refinery, Safety Management..., Power Generation, Drilling, Project Engineering
Education
Texas A&M University 1995 — 2000
Industrial Distributution, Engineering, Marketing, Business
Texas Tech University 1994 — 1995
eng, mechanical, architecture
T-REX Engineering + Construction July 2015 - Present
T-REX Engineering + Construction October 2014 - July 2015
Lonestar Marine Shelters April 2012 - October 2014
Lonestar Marine Shelters April 2011 - April 2012
Lonestar Marine Shelters September 2010 - March 2011
USI Insurance Services October 2009 - September 2010
PolySpec THIOKOL June 2003 - October 2009
Skills
Petroleum, Energy, Project Management, Project Planning, Strategic Planning, Business Development, Offshore Construction, Marine Engineering, Shipbuilding, Oil & Gas Industry, Offshore Oil & Gas, Contract Negotiation, Offshore Drilling, Gas, Pipelines, Engineering, Risk Management, Procurement, Upstream, Contract Management, Oil/Gas, Process Engineering, Construction, Energy Industry, Earned Value Management, Leadership, Natural Gas, Maritime, Onshore, EPC, Piping, Petrochemical, Subsea Engineering, Inspection, Sales Presentations, Commissioning, Oilfield, Refinery, Safety Management..., Power Generation, Drilling, Project Engineering
Education
Texas A&M University 1995 — 2000
Industrial Distributution, Engineering, Marketing, Business
Texas Tech University 1994 — 1995
eng, mechanical, architecture
Richard Kacvinsky Richard Kacvinsky's USI Insurance Services Experience January 2007 - August 2011
Job Business Banking Relationship Manager at KeyBank
Industry Banking
Experience
KeyBank August 2011 - Present
USI Insurance Services January 2007 - August 2011
Bank of America February 2001 - January 2007
Aetna Financial Services August 2000 - February 2001
Skills
Insurance, Underwriting, Credit, Employee Benefits, Credit Analysis, Banking, Strategy, Loans, Portfolio Management, Health Insurance, Risk Management, Finance, Commercial Insurance, Strategic Planning, Business Relationship..., Financial Analysis, New Business Development, Commercial Lending, Retail Banking, Commercial Banking
Education
The Ohio State University 1996 — 2000
KeyBank August 2011 - Present
USI Insurance Services January 2007 - August 2011
Bank of America February 2001 - January 2007
Aetna Financial Services August 2000 - February 2001
Skills
Insurance, Underwriting, Credit, Employee Benefits, Credit Analysis, Banking, Strategy, Loans, Portfolio Management, Health Insurance, Risk Management, Finance, Commercial Insurance, Strategic Planning, Business Relationship..., Financial Analysis, New Business Development, Commercial Lending, Retail Banking, Commercial Banking
Education
The Ohio State University 1996 — 2000
Scott Popilek's USI Insurance Services Experience 2010 - 2015
Job Senior Vice President at Marsh
Industry Insurance
Experience
Marsh 2015 - Present
USI Insurance Services 2010 - 2015
Lassiter Ware Insurance 2006 - 2010
Willis 2004 - 2006
Marsh 2000 - 2004
Brown & Brown 1996 - 2000
Skills
Sales Management, Operations Management, Financial Management, Insurance, Casualty, Budget, Consulting, Managerial Finance, Captives, Property, Risk Management, Workers Compensation, Budgets, Liability, Legal Liability, Brokers, Employee Benefits, Risk Financing, Professional Liability, Employment Practices..., General Insurance, Insurance Brokerage, Commercial Insurance, Reinsurance, Financial Risk, Executive Management, Commercial Lines, D&O, Casualty Insurance, Enterprise Risk...
Education
Stetson University 1990 — 1994
Masters, Accounting, Tax
Deckerville High School
Marsh 2015 - Present
USI Insurance Services 2010 - 2015
Lassiter Ware Insurance 2006 - 2010
Willis 2004 - 2006
Marsh 2000 - 2004
Brown & Brown 1996 - 2000
Skills
Sales Management, Operations Management, Financial Management, Insurance, Casualty, Budget, Consulting, Managerial Finance, Captives, Property, Risk Management, Workers Compensation, Budgets, Liability, Legal Liability, Brokers, Employee Benefits, Risk Financing, Professional Liability, Employment Practices..., General Insurance, Insurance Brokerage, Commercial Insurance, Reinsurance, Financial Risk, Executive Management, Commercial Lines, D&O, Casualty Insurance, Enterprise Risk...
Education
Stetson University 1990 — 1994
Masters, Accounting, Tax
Deckerville High School
Rebecca Nall, CPA Rebecca Nall, CPA's USI Insurance Services Experience July 2002 - October 2002
Job Mutual Fund Accounting and Corporate Action Analytics
Industry Investment Management
Experience
Capital Group January 2012 - September 2015
Capital Group April 2008 - January 2012
Capital Group October 2002 - April 2008
USI Insurance Services July 2002 - October 2002
USI Insurance Services July 2000 - July 2002
Skills
CPA, Mutual Funds, Corporate Actions, SharePoint, Microsoft Excel
Education
Old Dominion University - College of Business and Public Administration 1996 — 2000
Bachelor of Science (BS), Accounting
Capital Group January 2012 - September 2015
Capital Group April 2008 - January 2012
Capital Group October 2002 - April 2008
USI Insurance Services July 2002 - October 2002
USI Insurance Services July 2000 - July 2002
Skills
CPA, Mutual Funds, Corporate Actions, SharePoint, Microsoft Excel
Education
Old Dominion University - College of Business and Public Administration 1996 — 2000
Bachelor of Science (BS), Accounting
Tuyet Le's USI Insurance Services Experience November 2011 - February 2013
Job Certified Instructor at Kumon Math & Reading
Industry Primary/Secondary Education
Experience
Kumon Math & Reading February 2013 - Present
USI Insurance Services November 2011 - February 2013
Beach Benefits Group, Ltd. November 2010 - October 2011
Wells Fargo Insurance Services June 2007 - January 2011
Southern Health October 2004 - June 2007
Verizon April 2002 - November 2003
Bath and Body Works August 2000 - January 2002
Circuit City Express December 1997 - September 2000
Skills
Benefits Administration, Customer Service, Customer Satisfaction, Cold Calling, Proposal Writing
Education
Strayer University 2005 — 2007
MBA, Master Business Administration
Virginia Commonwealth University 1998 — 2005
Bachelor of Science, Business Administration
Kumon Math & Reading February 2013 - Present
USI Insurance Services November 2011 - February 2013
Beach Benefits Group, Ltd. November 2010 - October 2011
Wells Fargo Insurance Services June 2007 - January 2011
Southern Health October 2004 - June 2007
Verizon April 2002 - November 2003
Bath and Body Works August 2000 - January 2002
Circuit City Express December 1997 - September 2000
Skills
Benefits Administration, Customer Service, Customer Satisfaction, Cold Calling, Proposal Writing
Education
Strayer University 2005 — 2007
MBA, Master Business Administration
Virginia Commonwealth University 1998 — 2005
Bachelor of Science, Business Administration
Darcy Salmon's USI Insurance Services Experience November 2010 - June 2012
Job Client Service Director at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. January 2014 - Present
Marsh & McLennan Agency LLC June 2012 - January 2014
USI Insurance Services November 2010 - June 2012
USI Insurance Services August 2005 - March 2011
HRH August 2003 - August 2005
Wells Fargo Insurance Services 2001 - 2003
Skills
Property & Casualty..., Professional Liability, D&O, Brokers, Employment Practices..., Liability, Casualty Insurance, Commercial Lines, General Insurance, Umbrella Insurance, Legal Liability, Insurance, Commercial Insurance
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
BBA, Risk Management and Insurance
Arthur J. Gallagher & Co. January 2014 - Present
Marsh & McLennan Agency LLC June 2012 - January 2014
USI Insurance Services November 2010 - June 2012
USI Insurance Services August 2005 - March 2011
HRH August 2003 - August 2005
Wells Fargo Insurance Services 2001 - 2003
Skills
Property & Casualty..., Professional Liability, D&O, Brokers, Employment Practices..., Liability, Casualty Insurance, Commercial Lines, General Insurance, Umbrella Insurance, Legal Liability, Insurance, Commercial Insurance
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
BBA, Risk Management and Insurance
Frank Scott's USI Insurance Services Experience May 2014 - Present
Job Senior Vice President/Regional Resource Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
USI Insurance Services November 2010 - Present
Kinloch Partners, Inc. April 2007 - November 2010
HRH 2003 - 2007
William H. Connolly & Co. May 1997 - May 2003
Frenkel & Co., Inc. May 1989 - May 1995
Allied North America August 1986 - May 1989
I R Weinraub July 1984 - August 1986
Walter Kaye Associates August 1981 - July 1984
Archbishop Walsh HS 1979 - 1981
Skills
Commercial Insurance, Property & Casualty..., Casualty, General Liability, Workers Compensation, Insurance, Brokers, Risk Management, Account Management, Risk Assessment, Due Diligence, Risk Analysis, Manufacturing, Marketing Strategy
Education
Seton Hall University 1975 — 1980
St. Paul of the Cross
USI Insurance Services May 2014 - Present
USI Insurance Services November 2010 - Present
Kinloch Partners, Inc. April 2007 - November 2010
HRH 2003 - 2007
William H. Connolly & Co. May 1997 - May 2003
Frenkel & Co., Inc. May 1989 - May 1995
Allied North America August 1986 - May 1989
I R Weinraub July 1984 - August 1986
Walter Kaye Associates August 1981 - July 1984
Archbishop Walsh HS 1979 - 1981
Skills
Commercial Insurance, Property & Casualty..., Casualty, General Liability, Workers Compensation, Insurance, Brokers, Risk Management, Account Management, Risk Assessment, Due Diligence, Risk Analysis, Manufacturing, Marketing Strategy
Education
Seton Hall University 1975 — 1980
St. Paul of the Cross
Hillary Plank's USI Insurance Services Experience March 2014 - Present
Job Senior Employee Benefits Account Manager
Industry Insurance
Experience
USI Insurance Services March 2014 - Present
Bouchard Insurance July 2013 - March 2014
BB&T Iler March 2008 - July 2013
Ceridian Benefit Services October 2002 - March 2008
Arch Wireless August 1997 - October 2001
Airtouch Paging July 1994 - August 1997
Skills
Process Improvement, Customer Service, Management, Human Resources, Account Management, Sales, Employee Benefits, Insurance, Health Savings Accounts, COBRA, Benefits Administration, Flexible Spending..., Healthcare, Health Insurance
Education
The American College
USI Insurance Services March 2014 - Present
Bouchard Insurance July 2013 - March 2014
BB&T Iler March 2008 - July 2013
Ceridian Benefit Services October 2002 - March 2008
Arch Wireless August 1997 - October 2001
Airtouch Paging July 1994 - August 1997
Skills
Process Improvement, Customer Service, Management, Human Resources, Account Management, Sales, Employee Benefits, Insurance, Health Savings Accounts, COBRA, Benefits Administration, Flexible Spending..., Healthcare, Health Insurance
Education
The American College
Emily Adams's USI Insurance Services Experience June 2013 - Present
Job Employee Benefits Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2013 - Present
Oswald Companies January 2012 - June 2013
Oswald Companies February 2009 - January 2012
McConnell Heart Health Center 2006 - 2007
Skills
Health Insurance, Workers Compensation, Disease Management, Employee Benefits, Insurance
Education
The Ohio State University 2002 — 2006
USI Insurance Services June 2013 - Present
Oswald Companies January 2012 - June 2013
Oswald Companies February 2009 - January 2012
McConnell Heart Health Center 2006 - 2007
Skills
Health Insurance, Workers Compensation, Disease Management, Employee Benefits, Insurance
Education
The Ohio State University 2002 — 2006
Brian Citro's USI Insurance Services Experience September 2006 - Present
Job Vice President Employee Benefits USI
Industry Insurance
Experience
USI Insurance Services September 2006 - Present
Standard Insurance Company June 1999 - September 2006
Skills
Employee Benefits, Health Insurance, COBRA, Health Savings Accounts, Disability Insurance, Benefits Administration
Education
Texas Tech University - Rawls College of Business 1990 — 1995
Bachelor of Business Administration (BBA)
cypress creek high school
USI Insurance Services September 2006 - Present
Standard Insurance Company June 1999 - September 2006
Skills
Employee Benefits, Health Insurance, COBRA, Health Savings Accounts, Disability Insurance, Benefits Administration
Education
Texas Tech University - Rawls College of Business 1990 — 1995
Bachelor of Business Administration (BBA)
cypress creek high school
Michael Shassere's USI Insurance Services Experience January 1995 - January 2005
Job Global Director IT at PharmOlam International
Industry Pharmaceuticals
Experience
Pharm-Olam International Director - ITJardine Lloyd ThompsonJanuary 2005 - March 2006
USI Insurance Services January 1995 - January 2005
USI 1991 - 2001
Skills
Disaster Recovery, IT Strategy, Vendor Management, IT Management, SharePoint, CRO, Process Improvement, Sop, Clinical Trials, Pharmaceutical Industry, CTMS, Business Analysis, Project Management, 21 CFR Part 11, EDC, SOP
Education
Tennessee Technological University 1980 — 1983
Computer Science
Pharm-Olam International Director - ITJardine Lloyd ThompsonJanuary 2005 - March 2006
USI Insurance Services January 1995 - January 2005
USI 1991 - 2001
Skills
Disaster Recovery, IT Strategy, Vendor Management, IT Management, SharePoint, CRO, Process Improvement, Sop, Clinical Trials, Pharmaceutical Industry, CTMS, Business Analysis, Project Management, 21 CFR Part 11, EDC, SOP
Education
Tennessee Technological University 1980 — 1983
Computer Science
Cindy Bornkessel's USI Insurance Services Experience January 2005 - May 2007
Job Account Manager at Gallagher Benefit Services
Industry Insurance
Experience
Gallagher Benefit Services February 2013 - Present
Integrated Insurance Solutions May 2007 - January 2013
USI Insurance Services January 2005 - May 2007
Combined Benefits 2002 - 2004
Skills
Analysis, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Social Media, Strategic Planning, Microsoft Office, Account Management, Marketing
Education
Southeastern Louisiana University 1994 — 1999
Bachelor's Degree, Office Administration
Gallagher Benefit Services February 2013 - Present
Integrated Insurance Solutions May 2007 - January 2013
USI Insurance Services January 2005 - May 2007
Combined Benefits 2002 - 2004
Skills
Analysis, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Social Media, Strategic Planning, Microsoft Office, Account Management, Marketing
Education
Southeastern Louisiana University 1994 — 1999
Bachelor's Degree, Office Administration
Ryan Worthington's USI Insurance Services Experience March 2014 - Present
Job Senior Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services March 2014 - Present
USI Insurance Services September 2011 - March 2014
United States Department of Agriculture June 2009 - August 2011
Texas A&M University August 2005 - May 2009
Skills
Stata, Policy Analysis, Government, Policy, Public Policy, Data Analysis, Program Management, Proposal Writing, Analysis, Research, Economic Development, Microsoft Office, International Relations, Public Speaking, Microsoft Excel, PowerPoint, Nonprofits, Leadership, SPSS, Employee Benefits, Health Insurance, Strategic Planning
Education
Texas A&M University 2005 — 2009
Bachelor's degree
USI Insurance Services March 2014 - Present
USI Insurance Services September 2011 - March 2014
United States Department of Agriculture June 2009 - August 2011
Texas A&M University August 2005 - May 2009
Skills
Stata, Policy Analysis, Government, Policy, Public Policy, Data Analysis, Program Management, Proposal Writing, Analysis, Research, Economic Development, Microsoft Office, International Relations, Public Speaking, Microsoft Excel, PowerPoint, Nonprofits, Leadership, SPSS, Employee Benefits, Health Insurance, Strategic Planning
Education
Texas A&M University 2005 — 2009
Bachelor's degree
Billy E. Smith's USI Insurance Services Experience December 2004 - December 2006
Job County of Sonoma Correctional Deputy
Industry Law Enforcement
Experience
County of Sonoma December 2006 - Present
USI Insurance Services December 2004 - December 2006
Allied Insurance January 1999 - December 2004
Sears, Roebuck and Co. December 1989 - December 1999
Skills
Customer Service, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Team Building, Time Management, Sales, Training, Coaching, Marketing, Telephone Skills, Insurance, Customer Satisfaction, Leadership, Retail, Team Leadership, Leadership Development, Employee Relations, Public Relations, Team Management, Microsoft Office, Property, Government, Research, Negotiation, Strategic Planning, Criminal Justice, Management, Marketing Strategy, Law Enforcement, Public Safety, Criminal Investigations, Policy, Physical Security, Crime Prevention, Business Development, Investigation, Emergency Management, Account Management, Police, Analysis, Interrogation, Private Investigations, Surveillance, Homeland Security, Evidence, Security Operations, Patrol, Firearms
Education
Sonoma State University 1986 — 1990
Bachelor's degree, Business Administration and Management, General
County of Sonoma December 2006 - Present
USI Insurance Services December 2004 - December 2006
Allied Insurance January 1999 - December 2004
Sears, Roebuck and Co. December 1989 - December 1999
Skills
Customer Service, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Team Building, Time Management, Sales, Training, Coaching, Marketing, Telephone Skills, Insurance, Customer Satisfaction, Leadership, Retail, Team Leadership, Leadership Development, Employee Relations, Public Relations, Team Management, Microsoft Office, Property, Government, Research, Negotiation, Strategic Planning, Criminal Justice, Management, Marketing Strategy, Law Enforcement, Public Safety, Criminal Investigations, Policy, Physical Security, Crime Prevention, Business Development, Investigation, Emergency Management, Account Management, Police, Analysis, Interrogation, Private Investigations, Surveillance, Homeland Security, Evidence, Security Operations, Patrol, Firearms
Education
Sonoma State University 1986 — 1990
Bachelor's degree, Business Administration and Management, General
Allen Lightcap, RHU's USI Insurance Services Experience August 2012 - August 2014
Job Account Executive at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. May 2015 - Present
Andrews Benefits August 2014 - May 2015
USI Insurance Services August 2012 - August 2014
Ovation Benefits Group July 2011 - August 2012
Ovation Benefits Group September 2006 - July 2011
CIGNA Healthcare January 2005 - September 2006
CIGNA Healthcare July 2001 - January 2005
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Presentations, Negotiation, Financial Modeling, Underwriting, Group Benefits, Financial Reporting, Brokers, Managed Care, Sales, Strategic Planning, Leadership, Life Insurance, Workers Compensation, Account Management, HMO, Group Insurance, COBRA, Health Care Reform, Benefits Administration, Management
Education
The American College
Registered Health Underwriter
Indiana Bible College 1997 — 2001
Theology
MCHS
Arthur J. Gallagher & Co. May 2015 - Present
Andrews Benefits August 2014 - May 2015
USI Insurance Services August 2012 - August 2014
Ovation Benefits Group July 2011 - August 2012
Ovation Benefits Group September 2006 - July 2011
CIGNA Healthcare January 2005 - September 2006
CIGNA Healthcare July 2001 - January 2005
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Presentations, Negotiation, Financial Modeling, Underwriting, Group Benefits, Financial Reporting, Brokers, Managed Care, Sales, Strategic Planning, Leadership, Life Insurance, Workers Compensation, Account Management, HMO, Group Insurance, COBRA, Health Care Reform, Benefits Administration, Management
Education
The American College
Registered Health Underwriter
Indiana Bible College 1997 — 2001
Theology
MCHS
Suzanne Hubley's USI Insurance Services Experience March 2010 - July 2011
Job Vice President at First Niagara Risk Management
Industry Insurance
Experience
First Niagara Bank October 2013 - Present
USI Insurance Services March 2010 - July 2011
Arthur J. Gallagher & Co. February 2009 - December 2009
Liberty Mutual Insurance December 2000 - February 2009
Allstate May 1997 - December 2000
Skills
Customer Service, Property & Casualty..., Insurance, Salesforce.com, Sales, Leadership, New Business Development, Cold Calling, Commercial Lines, Claim, Commercial Insurance, Liability
Education
Shippensburg University of Pennsylvania 1989 — 1993
Bachelor of Science (B.S.)
First Niagara Bank October 2013 - Present
USI Insurance Services March 2010 - July 2011
Arthur J. Gallagher & Co. February 2009 - December 2009
Liberty Mutual Insurance December 2000 - February 2009
Allstate May 1997 - December 2000
Skills
Customer Service, Property & Casualty..., Insurance, Salesforce.com, Sales, Leadership, New Business Development, Cold Calling, Commercial Lines, Claim, Commercial Insurance, Liability
Education
Shippensburg University of Pennsylvania 1989 — 1993
Bachelor of Science (B.S.)
Larry Santapaola's USI Insurance Services Experience April 2009 - January 2012
Job SemiRetired
Industry Insurance
Experience
Semi- retired Insurance Marketing January 2012 - Present
USI Insurance Services April 2009 - January 2012
Skills
Casualty, Commercial Insurance, Commercial Lines, Customer Service, Insurance, Legal Liability, Liability, Marketing, New Business Development, Professional Liability, Property & Casualty..., Sales, Underwriting, Workers Compensation, Account Management, D&O, Employment Practices..., Brokers
Education
State University of New York College at Oneonta
Semi- retired Insurance Marketing January 2012 - Present
USI Insurance Services April 2009 - January 2012
Skills
Casualty, Commercial Insurance, Commercial Lines, Customer Service, Insurance, Legal Liability, Liability, Marketing, New Business Development, Professional Liability, Property & Casualty..., Sales, Underwriting, Workers Compensation, Account Management, D&O, Employment Practices..., Brokers
Education
State University of New York College at Oneonta
Peri Ann Klink's USI Insurance Services Experience December 2009 - July 2012
Job Vice PresidentManager Commercial Lines at Brown and Brown Empire State
Industry Insurance
Experience
Brown and Brown Empire State January 2014 - Present
Bailey, Haskell & LaLonde July 2012 - December 2013
USI Insurance Services December 2009 - July 2012
Marsh January 1986 - December 2008
Skills
Insurance, Management, Property & Casualty..., Underwriting, New Business Development, Sales, Marketing, Leadership, Brokers, Sales Management, Business Development, Human Resources, Claim, Employment Practices..., Commercial Insurance
Education
Syracuse University 1981 — 1985
BA, Psychology
Brown and Brown Empire State January 2014 - Present
Bailey, Haskell & LaLonde July 2012 - December 2013
USI Insurance Services December 2009 - July 2012
Marsh January 1986 - December 2008
Skills
Insurance, Management, Property & Casualty..., Underwriting, New Business Development, Sales, Marketing, Leadership, Brokers, Sales Management, Business Development, Human Resources, Claim, Employment Practices..., Commercial Insurance
Education
Syracuse University 1981 — 1985
BA, Psychology
Tamara (Tami) Taylor's USI Insurance Services Experience September 2013 - Present
Job Commercial Insurance at USI Insurance Services Account Executive
Industry Insurance
Experience
USI Insurance Services September 2013 - Present
Hylant Group September 2005 - January 2012
Norman-Spencer Agency, Inc. January 2003 - September 2005
Brower Insurance, a Marsh & McLennan Agency LLC Company September 1990 - December 2002
Skills
Account Management, Negotiation, Human Resources..., Construction Industry..., Professional Liability..., Training and Education, Team Leadership, Risk Management, Commercial Insurance, Insurance, Management, Professional Liability, Underwriting
Education
Sinclair Community College 2012 — 2015
Associates, Business, Management, Marketing, and Related Support Services
USI Insurance Services September 2013 - Present
Hylant Group September 2005 - January 2012
Norman-Spencer Agency, Inc. January 2003 - September 2005
Brower Insurance, a Marsh & McLennan Agency LLC Company September 1990 - December 2002
Skills
Account Management, Negotiation, Human Resources..., Construction Industry..., Professional Liability..., Training and Education, Team Leadership, Risk Management, Commercial Insurance, Insurance, Management, Professional Liability, Underwriting
Education
Sinclair Community College 2012 — 2015
Associates, Business, Management, Marketing, and Related Support Services
Anne Pepper's USI Insurance Services Experience July 2014 - Present
Job Client Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2014 - Present
Marsh November 2003 - July 2014
ExxonMobil/Kelly Services 2002 - 2003
ACFM Equipment 2000 - 2002
Scurlock Permian Corp. (currently Plains Pipeline) 1988 - 1998
Skills
Marine & Energy, General Aviation, Commercial Insurance, General Insurance, Liability, Casualty, Commercial Lines, Brokers, Photography
Education
Southwestern Paralegal Institute 1994 — 1995
ABA Certification, Legal Assistant/Paralegal
San Jacinto College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
USI Insurance Services July 2014 - Present
Marsh November 2003 - July 2014
ExxonMobil/Kelly Services 2002 - 2003
ACFM Equipment 2000 - 2002
Scurlock Permian Corp. (currently Plains Pipeline) 1988 - 1998
Skills
Marine & Energy, General Aviation, Commercial Insurance, General Insurance, Liability, Casualty, Commercial Lines, Brokers, Photography
Education
Southwestern Paralegal Institute 1994 — 1995
ABA Certification, Legal Assistant/Paralegal
San Jacinto College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
John Savas, MBA's USI Insurance Services Experience September 2014 - January 2015
Job SOX Auditor
Industry Financial Services
Experience
Leaders in Banking Compliance Auditing Greater Richmond, VA Area 2013 - Present
USI Insurance Services September 2014 - January 2015
Genworth March 2013 - February 2014
Virginia State Corporation Commission June 2009 - September 2012
Altria March 2007 - February 2009
Philip Morris, U.S.A. April 2003 - March 2007
Federal Reserve Bank of New York January 1999 - April 2003
BNY Mellon January 1993 - January 1999
Skills
Compliance, Financial Analysis, Due Diligence, Policy, Financial Reporting, Analysts, Access, Financial Accounting, Risk Management, Internal Controls, Management, General Ledger, Leadership, Accounting, Finance, Analysis, Corporate Finance, Enterprise Risk..., Auditing, Strategic Planning, Account Reconciliation, Banking, Internal Audit, Mergers & Acquisitions, Process Improvement, Forecasting, Sarbanes-Oxley, Cost Accounting, Portfolio Management, Treasury Management, Variance Analysis, Sarbanes-Oxley Act
Education
Strayer University (VA) 2010 — 2012
MBA
Syracuse University 1986 — 1989
BS
Leaders in Banking Compliance Auditing Greater Richmond, VA Area 2013 - Present
USI Insurance Services September 2014 - January 2015
Genworth March 2013 - February 2014
Virginia State Corporation Commission June 2009 - September 2012
Altria March 2007 - February 2009
Philip Morris, U.S.A. April 2003 - March 2007
Federal Reserve Bank of New York January 1999 - April 2003
BNY Mellon January 1993 - January 1999
Skills
Compliance, Financial Analysis, Due Diligence, Policy, Financial Reporting, Analysts, Access, Financial Accounting, Risk Management, Internal Controls, Management, General Ledger, Leadership, Accounting, Finance, Analysis, Corporate Finance, Enterprise Risk..., Auditing, Strategic Planning, Account Reconciliation, Banking, Internal Audit, Mergers & Acquisitions, Process Improvement, Forecasting, Sarbanes-Oxley, Cost Accounting, Portfolio Management, Treasury Management, Variance Analysis, Sarbanes-Oxley Act
Education
Strayer University (VA) 2010 — 2012
MBA
Syracuse University 1986 — 1989
BS
Aissa Bautista's USI Insurance Services Experience April 2010 - December 2010
Job Vice President, Lehman Brothers Estate
Industry Banking
Experience
Lehman Brothers December 2010 - Present
USI Insurance Services April 2010 - December 2010
Lehman Brothers July 2007 - April 2010
Education
State University of New York College at Geneseo 2003 — 2007
Bachelor of Science (B.S.), Accounting
Lehman Brothers December 2010 - Present
USI Insurance Services April 2010 - December 2010
Lehman Brothers July 2007 - April 2010
Education
State University of New York College at Geneseo 2003 — 2007
Bachelor of Science (B.S.), Accounting
Cindy Gariepy's USI Insurance Services Experience December 2011 - June 2013
Job Senior Account Executive, Employee Benefits
Industry Insurance
Experience
TGA Cross Insurance 2013 - 2014
USI Insurance Services December 2011 - June 2013
USI Insurance Services 2008 - November 2011
KD Benefits July 2000 - April 2008
Skills
COBRA, Disability Insurance, FSA, Employee Benefits, Self-funded, Long-term Care, Stop Loss, Group Medical, Healthcare..., Group Life, Dental Insurance, ASO / TPA, Vision Benefits, Health & Welfare..., Term Life Insurance, Brokers, 401k, Property & Casualty..., Benefits Administration, Health Savings Accounts, Group Insurance, Health Insurance, Health Care Reform, Insurance, Open Enrollment, Voluntary Employee...
Education
Stonehill College
Bachelor of Science (B.S.), Marketing
Norton High School
TGA Cross Insurance 2013 - 2014
USI Insurance Services December 2011 - June 2013
USI Insurance Services 2008 - November 2011
KD Benefits July 2000 - April 2008
Skills
COBRA, Disability Insurance, FSA, Employee Benefits, Self-funded, Long-term Care, Stop Loss, Group Medical, Healthcare..., Group Life, Dental Insurance, ASO / TPA, Vision Benefits, Health & Welfare..., Term Life Insurance, Brokers, 401k, Property & Casualty..., Benefits Administration, Health Savings Accounts, Group Insurance, Health Insurance, Health Care Reform, Insurance, Open Enrollment, Voluntary Employee...
Education
Stonehill College
Bachelor of Science (B.S.), Marketing
Norton High School
Octavia Hirons's USI Insurance Services Experience July 2014 - May 2015
Job Staff Accountant at USI Insurance Holdings
Industry Accounting
Experience
USI Insurance Services July 2014 - May 2015
KAUFMAN September 2008 - June 2014
KAUFMAN September 2008 - November 2009
HARBINGER RECRUITNG CONSULTANTS March 2008 - September 2008
H&R BLOCK TAX December 2007 - March 2008
Accountemps August 2006 - March 2007
Metro Machine September 2006 - January 2007
AppleOne May 2006 - August 2006
US Navy August 1990 - December 1995
Skills
Accounts Payable, Software Documentation, Accounting, Accounts Receivable, Invoicing, Finance, Financial Statements, General Ledger, Customer Service, Administration
Education
Strayer University 2013 — 2015
Master of Business Administration (M.B.A.), Business Adminstration
Strayer University-Virginia 2002 — 2004
Bachelor of Science (B.S.), Professional Accounting; Business Administration (2004)
Techincal College of the Low Country 2000 — 2002
Associates, General Business
Tarrant County College 1988 — 1990
History
Arlington Heights High School 1984 — 1988
USI Insurance Services July 2014 - May 2015
KAUFMAN September 2008 - June 2014
KAUFMAN September 2008 - November 2009
HARBINGER RECRUITNG CONSULTANTS March 2008 - September 2008
H&R BLOCK TAX December 2007 - March 2008
Accountemps August 2006 - March 2007
Metro Machine September 2006 - January 2007
AppleOne May 2006 - August 2006
US Navy August 1990 - December 1995
Skills
Accounts Payable, Software Documentation, Accounting, Accounts Receivable, Invoicing, Finance, Financial Statements, General Ledger, Customer Service, Administration
Education
Strayer University 2013 — 2015
Master of Business Administration (M.B.A.), Business Adminstration
Strayer University-Virginia 2002 — 2004
Bachelor of Science (B.S.), Professional Accounting; Business Administration (2004)
Techincal College of the Low Country 2000 — 2002
Associates, General Business
Tarrant County College 1988 — 1990
History
Arlington Heights High School 1984 — 1988
Gene Shats's USI Insurance Services Experience January 2012 - December 2013
Job Sr. Coldfusion Application Developer at EWDC
Industry Internet
Experience
Brookhaven National Laboratory January 2014 - Present
EWDC 2011 - Present
New York Center for Teacher Development 2006 - Present
USI Insurance Services January 2012 - December 2013
Nikish Software 2008 - 2011
Ambassador College Bookstores 2007 - 2008
NPTA Alliance 2001 - 2007
Skills
ColdFusion, Web Services, Databases, Flex, SQL Server, XML, CSS, HTML, JavaScript, SQL, PL/SQL, MySQL, ActionScript, T-SQL, IIS, Application Development, jQuery, Web Design, Database Design, AJAX, Windows, Web Development, Photoshop, CMS, XP, Subversion, OOP, Web Applications, HTML5, Microsoft SQL Server, ASP, Access, Dreamweaver, .NET, ASP.NET, C#, SharePoint
Education
Stony Brook University 2003 — 2005
Brookhaven National Laboratory January 2014 - Present
EWDC 2011 - Present
New York Center for Teacher Development 2006 - Present
USI Insurance Services January 2012 - December 2013
Nikish Software 2008 - 2011
Ambassador College Bookstores 2007 - 2008
NPTA Alliance 2001 - 2007
Skills
ColdFusion, Web Services, Databases, Flex, SQL Server, XML, CSS, HTML, JavaScript, SQL, PL/SQL, MySQL, ActionScript, T-SQL, IIS, Application Development, jQuery, Web Design, Database Design, AJAX, Windows, Web Development, Photoshop, CMS, XP, Subversion, OOP, Web Applications, HTML5, Microsoft SQL Server, ASP, Access, Dreamweaver, .NET, ASP.NET, C#, SharePoint
Education
Stony Brook University 2003 — 2005
Elena Manville's USI Insurance Services Experience December 2012 - Present
Job Underwriting Analyst at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services December 2012 - Present
Advisors Financial October 2010 - November 2012
Design Powers October 2007 - October 2010
Sun Rocket January 2007 - April 2007
CareFirst 1989 - 1997
Skills
Non-profits, Microsoft Office, Underwriting
Education
The George Washington University 1981 — 1985
BA, Economics & Political Science
USI Insurance Services December 2012 - Present
Advisors Financial October 2010 - November 2012
Design Powers October 2007 - October 2010
Sun Rocket January 2007 - April 2007
CareFirst 1989 - 1997
Skills
Non-profits, Microsoft Office, Underwriting
Education
The George Washington University 1981 — 1985
BA, Economics & Political Science
Katy Haas's USI Insurance Services Experience July 2010 - August 2010
Job Account Manager at Ceros
Industry Marketing and Advertising
Experience
Ceros.com July 2012 - Present
MKTG INC August 2011 - September 2012
Andrea Kaplan Public Relations April 2011 - September 2011
USI Insurance Services July 2010 - August 2010
Sony Music Entertainment June 2009 - August 2009
Skills
Project Management, Social Networking, Content Marketing, Digital Marketing, B2C marketing, Marketing Research, B2B Marketing, Media Pitching, Proposal Writing, Social Media Marketing, Press Releases, Digital Strategy, Blogger Relations, Mobile Devices, Blogging, Advertising, Digital Media, Public Relations, Social Media, Marketing, Microsoft Office, Facebook, PowerPoint, Event Planning, E-commerce
Education
Syracuse University 2007 — 2011
Ceros.com July 2012 - Present
MKTG INC August 2011 - September 2012
Andrea Kaplan Public Relations April 2011 - September 2011
USI Insurance Services July 2010 - August 2010
Sony Music Entertainment June 2009 - August 2009
Skills
Project Management, Social Networking, Content Marketing, Digital Marketing, B2C marketing, Marketing Research, B2B Marketing, Media Pitching, Proposal Writing, Social Media Marketing, Press Releases, Digital Strategy, Blogger Relations, Mobile Devices, Blogging, Advertising, Digital Media, Public Relations, Social Media, Marketing, Microsoft Office, Facebook, PowerPoint, Event Planning, E-commerce
Education
Syracuse University 2007 — 2011
Marnie Dunaj's USI Insurance Services Experience February 2004 - Present
Job Vice President, Public Entity
Industry Insurance
Experience
USI Insurance Services February 2004 - Present
Webster Insurance 2005 - 2008
H.D. Segur, Inc. November 2000 - February 2006
Education
Southern Connecticut State University 1992 — 1996
BS, Exercise Physiology/Nutrition
USI Insurance Services February 2004 - Present
Webster Insurance 2005 - 2008
H.D. Segur, Inc. November 2000 - February 2006
Education
Southern Connecticut State University 1992 — 1996
BS, Exercise Physiology/Nutrition
Michael Seabaugh's USI Insurance Services Experience November 2009 - Present
Job Senior Vice President at USI Northwest
Industry Insurance
Experience
USI Insurance Services November 2009 - Present
Marsh November 1985 - April 2009
Skills
Risk Management, Insurance, Mergers, Casualty, Start-ups, Enterprise Risk..., Strategy, Negotiation, Property & Casualty..., Underwriting, Commercial Insurance, Workers Compensation, Professional Liability, Liability, Legal Liability, Claim, General Insurance, Claims Management, Financial Risk, Employee Benefits, Health Insurance, D
Education
Southeast Missouri State University 1972 — 1976
B.S., Business Administration, Economics
USI Insurance Services November 2009 - Present
Marsh November 1985 - April 2009
Skills
Risk Management, Insurance, Mergers, Casualty, Start-ups, Enterprise Risk..., Strategy, Negotiation, Property & Casualty..., Underwriting, Commercial Insurance, Workers Compensation, Professional Liability, Liability, Legal Liability, Claim, General Insurance, Claims Management, Financial Risk, Employee Benefits, Health Insurance, D
Education
Southeast Missouri State University 1972 — 1976
B.S., Business Administration, Economics
Cindy Poinelli's USI Insurance Services Experience March 1996 - Present
Job Account Manager / Wellness Coordinator at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services March 1996 - Present
Skills
Health Insurance, Insurance, Employee Benefits, HRA, Disability Insurance, COBRA, Medicare, Health Policy, Healthcare
Education
Santa Monica College
St. Bernard High School
USI Insurance Services March 1996 - Present
Skills
Health Insurance, Insurance, Employee Benefits, HRA, Disability Insurance, COBRA, Medicare, Health Policy, Healthcare
Education
Santa Monica College
St. Bernard High School
Ronald Gabriel's USI Insurance Services Experience August 2015 - Present
Job Account Manager Employee Benefits at USI
Industry Insurance
Experience
USI Insurance Services August 2015 - Present
Aon Hewitt December 2011 - August 2015
Aon Hewitt December 2007 - December 2011
Aon Hewitt August 2006 - December 2007
Aon Hewitt June 2004 - August 2006
Skills
Human Resources, Performance Management, Customer Service, Microsoft Excel, Process Improvement, Recruiting, Training, Employee Relations, Leadership, Vendor Management, Deferred Compensation, Benefits Administration, Employee Benefits, HR Consulting, Management, Employee Engagement, Talent Management, HRIS, Onboarding, PeopleSoft, Personnel Management
Education
Strayer University 2011 — 2016
Bachelor's Degree, Business Administration, Human Resource Management
Texas A&M University 1999 — 2003
Bachelor's Degree, Bioenvironmental Science
USI Insurance Services August 2015 - Present
Aon Hewitt December 2011 - August 2015
Aon Hewitt December 2007 - December 2011
Aon Hewitt August 2006 - December 2007
Aon Hewitt June 2004 - August 2006
Skills
Human Resources, Performance Management, Customer Service, Microsoft Excel, Process Improvement, Recruiting, Training, Employee Relations, Leadership, Vendor Management, Deferred Compensation, Benefits Administration, Employee Benefits, HR Consulting, Management, Employee Engagement, Talent Management, HRIS, Onboarding, PeopleSoft, Personnel Management
Education
Strayer University 2011 — 2016
Bachelor's Degree, Business Administration, Human Resource Management
Texas A&M University 1999 — 2003
Bachelor's Degree, Bioenvironmental Science
Anne Marie Lotti's USI Insurance Services Experience July 2011 - Present
Job Senior Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2011 - Present
Plumhoff & Associates, Inc. January 2007 - Present
Education
St. Edward's University
Bachelors, Business/Insurance
USI Insurance Services July 2011 - Present
Plumhoff & Associates, Inc. January 2007 - Present
Education
St. Edward's University
Bachelors, Business/Insurance
Jane Besser's USI Insurance Services Experience July 2014 - June 2015
Job Account Manager/marketing
Industry Insurance
Experience
USI Insurance Services July 2014 - June 2015
The B&G Group, Inc. December 2011 - February 2014
The B & G Group 2011 - 2013
Harry Gottlieb & Co.,Inc. September 2008 - November 2011
Skills
Commercial Insurance, Property & Casualty..., Umbrella Insurance, Casualty, Professional Liability, Excess, Liability, Legal Liability, Customer Service, Inland Marine, D&O, Commercial Lines, General Insurance, Workers Compensation, Employment Practices..., Underwriting, Insurance, Disability Insurance, Reinsurance, Insurance Brokerage, Brokers, Homeowners, Casualty Insurance
Education
Dowing College 1974 — 1974
Masters in Secondary Education, Secondary Education and Teaching
State University of New York College at Brockport 1971 — 1974
Bachelor's degree, History, Political Science, Constitutional Law
USI Insurance Services July 2014 - June 2015
The B&G Group, Inc. December 2011 - February 2014
The B & G Group 2011 - 2013
Harry Gottlieb & Co.,Inc. September 2008 - November 2011
Skills
Commercial Insurance, Property & Casualty..., Umbrella Insurance, Casualty, Professional Liability, Excess, Liability, Legal Liability, Customer Service, Inland Marine, D&O, Commercial Lines, General Insurance, Workers Compensation, Employment Practices..., Underwriting, Insurance, Disability Insurance, Reinsurance, Insurance Brokerage, Brokers, Homeowners, Casualty Insurance
Education
Dowing College 1974 — 1974
Masters in Secondary Education, Secondary Education and Teaching
State University of New York College at Brockport 1971 — 1974
Bachelor's degree, History, Political Science, Constitutional Law
Barbara Keefer's USI Insurance Services Experience September 1998 - Present
Job
Industry Insurance
Experience
USI Insurance Services September 1998 - Present
Franey & Parr, Inc. June 1990 - September 1998
Feinman Insurance September 1984 - June 1990
Skills
Commercial Insurance, Property & Casualty..., CPCU, ARM, CIC, Professional Liability
Education
Towson University 1970 — 1972
Undergraduate Studes
Seton Hall University 1966 — 1968
Undergraduate Studies
USI Insurance Services September 1998 - Present
Franey & Parr, Inc. June 1990 - September 1998
Feinman Insurance September 1984 - June 1990
Skills
Commercial Insurance, Property & Casualty..., CPCU, ARM, CIC, Professional Liability
Education
Towson University 1970 — 1972
Undergraduate Studes
Seton Hall University 1966 — 1968
Undergraduate Studies
Kelli Sweeney's USI Insurance Services Experience 1999 - 2002
Job Vice President, Client Services at Willis
Industry
Experience
Willis January 2007 - Present
Willis of Pennsylvania, Inc. 2007 - Present
Hub International 2002 - 2007
USI Insurance Services 1999 - 2002
TRX Insurance Services 1996 - 1999
USF+G 1993 - 1996
Penn Mutual 1992 - 1993
Aetna Life and Casualty 1987 - 1992
Education
Middle Township
Richard Stockton College of New Jersey
Bachelor of Science (BS)
Willis January 2007 - Present
Willis of Pennsylvania, Inc. 2007 - Present
Hub International 2002 - 2007
USI Insurance Services 1999 - 2002
TRX Insurance Services 1996 - 1999
USF+G 1993 - 1996
Penn Mutual 1992 - 1993
Aetna Life and Casualty 1987 - 1992
Education
Middle Township
Richard Stockton College of New Jersey
Bachelor of Science (BS)
Mary Ann Dignan, CPCU, CIC's USI Insurance Services Experience January 2004 - June 2007
Job Senior Vice President of Operations
Industry Insurance
Experience
Appleby & Wyman Insurance Agency, Inc. August 2007 - Present
USI Insurance Services January 2004 - June 2007
Education
Suffolk University
BA, English Literature
Appleby & Wyman Insurance Agency, Inc. August 2007 - Present
USI Insurance Services January 2004 - June 2007
Education
Suffolk University
BA, English Literature
Patricia Drance's USI Insurance Services Experience January 2010 - June 2010
Job Marketing Manager at MRW Group Inc
Industry Insurance
Experience
MRW Group Inc June 2010 - Present
USI Insurance Services January 2010 - June 2010
Education
State University of New York College at Oswego 1978 — 1982
BA, Sociology
MRW Group Inc June 2010 - Present
USI Insurance Services January 2010 - June 2010
Education
State University of New York College at Oswego 1978 — 1982
BA, Sociology
Cindy McGhee's USI Insurance Services Experience July 2007 - Present
Job Accountant at USI Insurance Services
Industry Construction
Experience
Aspen Log Cat Trees November 2010 - Present
USI Insurance Services July 2007 - Present
Skills
Construction, Construction Management, Contractors, Renovation, Custom Homes, Commercial Real Estate, Budgets, Process Scheduler, Real Estate, Property Management, Contract Negotiation, Due Diligence, Small Business, Accounts Payable, GAAP, Financial Statements, Account Reconciliation
Education
San Jose State University 1980 — 1982
Bachelor of Science (B.S.), Accounting
University of California, San Diego 1977 — 1979
Biology, Psychology
Aspen Log Cat Trees November 2010 - Present
USI Insurance Services July 2007 - Present
Skills
Construction, Construction Management, Contractors, Renovation, Custom Homes, Commercial Real Estate, Budgets, Process Scheduler, Real Estate, Property Management, Contract Negotiation, Due Diligence, Small Business, Accounts Payable, GAAP, Financial Statements, Account Reconciliation
Education
San Jose State University 1980 — 1982
Bachelor of Science (B.S.), Accounting
University of California, San Diego 1977 — 1979
Biology, Psychology
Carrie Jowell's USI Insurance Services Experience June 2008 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2008 - Present
Strategic Employee Benefit Services March 2006 - June 2008
Northwestern Mutual August 2002 - March 2006
PR Newswire August 2000 - August 2002
Wallace Computer Services June 1998 - August 2000
Skills
Health Insurance, Employee Benefits, Brokers, Health Savings Accounts, Disability Insurance, Account Management, Life Insurance, Benefits Administration, COBRA, Term Life Insurance, Marketing, Healthcare, Health Care Reform, Team Leadership, Flexible Spending..., Critical Illness, Insurance, Sales, Underwriting, Leadership, Management, New Business Development, Team Building, Customer Service, Strategic Planning
Education
Texas A&M University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
USI Insurance Services June 2008 - Present
Strategic Employee Benefit Services March 2006 - June 2008
Northwestern Mutual August 2002 - March 2006
PR Newswire August 2000 - August 2002
Wallace Computer Services June 1998 - August 2000
Skills
Health Insurance, Employee Benefits, Brokers, Health Savings Accounts, Disability Insurance, Account Management, Life Insurance, Benefits Administration, COBRA, Term Life Insurance, Marketing, Healthcare, Health Care Reform, Team Leadership, Flexible Spending..., Critical Illness, Insurance, Sales, Underwriting, Leadership, Management, New Business Development, Team Building, Customer Service, Strategic Planning
Education
Texas A&M University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Karla Pergande's USI Insurance Services Experience 2000 - 2003
Job Institutional Client Services at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2006 - Present
Principal Financial Group 2003 - August 2006
USI Insurance Services 2000 - 2003
Education
Sarah Lawrence College
BA
Dimensional Fund Advisors August 2006 - Present
Principal Financial Group 2003 - August 2006
USI Insurance Services 2000 - 2003
Education
Sarah Lawrence College
BA
Douglas Cypes's USI Insurance Services Experience 2011 - Present
Job President at AFC Amerisc
Industry Insurance
Experience
AFC Amerisc Vice PresidentAmerisc, a Division of USI2011 - Present
USI Insurance Services 2011 - Present
Skills
Insurance, Property & Casualty..., 401k, Brokers, Casualty, Commercial Insurance, Commercial Lines, Customer Service, D, Disability Insurance, Employee Benefits, Employment Practices..., Leadership, Liability Analysis, Professional Liability, Strategic Planning, Workers Compensation
Education
State University of New York College at Oswego
AFC Amerisc Vice PresidentAmerisc, a Division of USI2011 - Present
USI Insurance Services 2011 - Present
Skills
Insurance, Property & Casualty..., 401k, Brokers, Casualty, Commercial Insurance, Commercial Lines, Customer Service, D, Disability Insurance, Employee Benefits, Employment Practices..., Leadership, Liability Analysis, Professional Liability, Strategic Planning, Workers Compensation
Education
State University of New York College at Oswego
Bernard Sarmiento's USI Insurance Services Experience December 2014 - Present
Job Vice President, School Unit at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services December 2014 - Present
York Risk Services Group August 1997 - December 2014
State Farm Insurance Company March 2004 - August 2007
Education
Sonoma State University
Bachelor of Arts (BA), Psychology
USI Insurance Services December 2014 - Present
York Risk Services Group August 1997 - December 2014
State Farm Insurance Company March 2004 - August 2007
Education
Sonoma State University
Bachelor of Arts (BA), Psychology
Barbara Keefer's USI Insurance Services Experience September 1998 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 1998 - Present
Franey & Parr Insurance - Lanham, MD September 1990 - September 1998
Franey and Parr, Inc. 1990 - 1998
Skills
Enterprise Risk..., Consultative Selling, Property & Casualty..., Commercial Insurance, Commercial Lines, Professional Liability, D&O
Education
Towson University 1970 — 1972
Seton Hall University 1966 — 1968
USI Insurance Services September 1998 - Present
Franey & Parr Insurance - Lanham, MD September 1990 - September 1998
Franey and Parr, Inc. 1990 - 1998
Skills
Enterprise Risk..., Consultative Selling, Property & Casualty..., Commercial Insurance, Commercial Lines, Professional Liability, D&O
Education
Towson University 1970 — 1972
Seton Hall University 1966 — 1968
Donna Gerek's USI Insurance Services Experience July 2011 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2011 - Present
McGriff, Seibels & Williams May 2010 - July 2011
Arthur J. Gallagher and Co. January 2003 - May 2010
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Liability, General Insurance, Commercial Lines, Casualty, Legal Liability
Education
Stephen F. Austin State University
Bachelor of Interdiciplinary Science, Elementary Education and Teaching
USI Insurance Services July 2011 - Present
McGriff, Seibels & Williams May 2010 - July 2011
Arthur J. Gallagher and Co. January 2003 - May 2010
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Liability, General Insurance, Commercial Lines, Casualty, Legal Liability
Education
Stephen F. Austin State University
Bachelor of Interdiciplinary Science, Elementary Education and Teaching
Candace Portie's USI Insurance Services Experience 2001 - 2004
Job Account Specialist at Aon
Industry Financial Services
Experience
Aon 2004 - Present
USI Insurance Services 2001 - 2004
Skills
Property & Casualty..., Brokers, Underwriting, Insurance, Risk Management, Sales Process, Commercial Insurance, Workers Compensation, Insurance Brokerage, Claim, Professional Liability, D&O, Customer Service
Education
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Business Administration and Management, General
Aon 2004 - Present
USI Insurance Services 2001 - 2004
Skills
Property & Casualty..., Brokers, Underwriting, Insurance, Risk Management, Sales Process, Commercial Insurance, Workers Compensation, Insurance Brokerage, Claim, Professional Liability, D&O, Customer Service
Education
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Business Administration and Management, General
Shea Wilson's USI Insurance Services Experience April 2012 - Present
Job Employee Benefits Supervisor at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services April 2012 - Present
Skills
Health Insurance, Workers Compensation, Insurance, Employee Benefits, Disability Insurance, Benefits Administration, Medicare, Term Life Insurance
Education
Southwest Texas State University
Bachelor's degree, Healthcare Administration
USI Insurance Services April 2012 - Present
Skills
Health Insurance, Workers Compensation, Insurance, Employee Benefits, Disability Insurance, Benefits Administration, Medicare, Term Life Insurance
Education
Southwest Texas State University
Bachelor's degree, Healthcare Administration
Ann W. Smith, CPCU, CIC, AU's USI Insurance Services Experience September 2012 - April 2013
Job Commercial Lines Supervisor at Smith Brothers Insurance, LLC
Industry Insurance
Experience
Smith Brothers Insurance, LLC December 2013 - Present
USI Insurances Services LLC April 2013 - August 2013
USI Insurance Services September 2012 - April 2013
TD Insurance, Inc. 2007 - 2012
TD Insurance, Inc. 1998 - 2007
Skills
Auditing, Property & Casualty..., Management, Customer Service, Commercial Lines, Compliance, Employee Benefits, Analysis, Commercial Insurance, Risk Analysis, Insurance, Leadership, Strategic Planning, Brokers, Software Documentation, Human Resources, Insurance Agency..., General Insurance
Education
State University of New York College at Geneseo
Bachelor of Arts (BA), Englist and Secondary Education
Smith Brothers Insurance, LLC December 2013 - Present
USI Insurances Services LLC April 2013 - August 2013
USI Insurance Services September 2012 - April 2013
TD Insurance, Inc. 2007 - 2012
TD Insurance, Inc. 1998 - 2007
Skills
Auditing, Property & Casualty..., Management, Customer Service, Commercial Lines, Compliance, Employee Benefits, Analysis, Commercial Insurance, Risk Analysis, Insurance, Leadership, Strategic Planning, Brokers, Software Documentation, Human Resources, Insurance Agency..., General Insurance
Education
State University of New York College at Geneseo
Bachelor of Arts (BA), Englist and Secondary Education
Allen Saverud's USI Insurance Services Experience September 2011 - Present
Job Senior Benefits Administration Analyst at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2011 - Present
Aon Hewitt July 2006 - September 2011
Education
Seminole Community College
Certificate in Human Resources, Human Resources Management/Personnel Administration, General
USI Insurance Services September 2011 - Present
Aon Hewitt July 2006 - September 2011
Education
Seminole Community College
Certificate in Human Resources, Human Resources Management/Personnel Administration, General
Ashley Settle's USI Insurance Services Experience April 2012 - Present
Job Staff Accountant at USI Insurance Services
Industry Accounting
Experience
USI Insurance Services April 2012 - Present
Education
The George Washington University 2003 — 2007
USI Insurance Services April 2012 - Present
Education
The George Washington University 2003 — 2007
Casey Berger's USI Insurance Services Experience June 2013 - January 2014
Job Student at The George Washington University
Industry International Affairs
Experience
Robert C. Eager, Retired Former Partner, Gibson, Dunn & Crutcher LLP June 2014 - October 2014
USI Insurance Services June 2013 - January 2014
Health and Medicine Counsel of Washington (HMCW) July 2012 - July 2012
Skills
Research, Google Docs, Microsoft Office, Writing, Microsoft Excel
Education
The George Washington University 2012 — 2015
Bachelor's Degree, International Affairs
Robert C. Eager, Retired Former Partner, Gibson, Dunn & Crutcher LLP June 2014 - October 2014
USI Insurance Services June 2013 - January 2014
Health and Medicine Counsel of Washington (HMCW) July 2012 - July 2012
Skills
Research, Google Docs, Microsoft Office, Writing, Microsoft Excel
Education
The George Washington University 2012 — 2015
Bachelor's Degree, International Affairs
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY