USI Insurance Services
Industry: Company
DescriptionHeadquarters: Briarcliff Manor, New York, United States Founded: 1994 Subsidiaries: Emerson, Reid & Company, Inc., People also search for: Onex Corporation, Goldman Sachs Capital Partners, 21st Century Life and Health Company, Inc.
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USI Insurance Services Employees
HUB International New England LLC June 2011 - Present
USI Insurance Services November 2007 - February 2010
Skills
Commercial Lines..., Commercial Lines...
Education
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Arts (B.A.), Economics, 3.0
Newton North High School 1975 — 1978
Targetbase June 2014 - Present
USI Insurance Services March 2014 - May 2014
University of North Texas Concessions August 2011 - April 2014
Verizon Wireless June 2012 - August 2013
Skills
Microsoft Excel, Teamwork, Time Management, Microsoft Word, Microsoft Office, PowerPoint, Photoshop, Facebook, Customer Service, Research, Social Media, Public Speaking, English, HTML, Oracle SQL Developer, Informatica, Putty, Business Objects, Performance Reporting, Unica Campaign
Education
University of North Texas 2010 — 2014
Bachelor of Business Administration (BBA), Decision Sciences
University of North Texas 2010 — 2014
Bachelor of Business Administration, Decision Sciences
University of North Texas 2010 — 2013
Bachelor of Business Administration (BBA), Decision Sciences
Duncanville High School
Duncanville High School
Duncanville High School
USI Insurance Services November 2014 - Present
Waverly Country Club September 2014 - November 2014
Portland Pilots Baseball October 2013 - June 2014
Metro Baseball Camp June 2005 - June 2014
University of Portland June 2013 - August 2013
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Social Networking, Social Media Marketing, Public Speaking, Facebook, Research
Education
University of Portland 2010 — 2014
McGohan Brabender 2013 - Present
USI Insurance Services 2011 - 2013
HORAN 2003 - 2011
Skills
Benefits Administration, COBRA, Health Insurance, Workers Compensation, Insurance, Disability Insurance, Health Savings Accounts, HRIS, Open Enrollment, FMLA, Deferred Compensation, CEBS
Education
University of Illinois at Urbana-Champaign 1990 — 1991
Master of Arts (MA), Labor and Industrial Relations
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (BS), Business Administration
Ross Construction Services October 2014 - Present
Arthur J. Gallagher and Co. January 2013 - October 2014
USI Insurance Services 2012 - January 2013
RCM&D 2009 - 2011
Marsh 2007 - 2009
Aon Risk Services, Inc. 2000 - 2007
Marsh and Johnson & Higgins 1993 - 2000
Skills
Insurance, Risk Management, Commercial Insurance, Liability, Professional Liability, Health Insurance, Account Management, Strategic Planning, Disability Insurance, Direct Sales, Proposal Writing, Leadership, Oral Communications, Prospect Research, Risk Assessment, Risk Mitigation, Client Service, Project Management, Employee Benefits, Management, Brokers, Property & Casualty...
Education
University of Maryland College Park 1983 — 1985
Bachelor of Science (BS), Marketing/Marketing Management, General
USI Insurance Services April 2007 - Present
Linens N Things February 2003 - April 2007
Footstar April 1997 - February 2003
CNA Insurance May 1993 - April 1997
Alexsis Risk Management March 1990 - May 1993
Skills
Insurance, Sales, Property & Casualty..., Commercial Insurance, Claim, Casualty, Workers Compensation, General Insurance, Legal Liability, Employment Practices..., Professional Liability, Risk Management, Liability, Brokers, Umbrella Insurance, Claims Management, Casualty Insurance
Education
University of Phoenix 2005 — 2010
Bachelor of Science (BS), Hospitality Administration/Management, 3.8
Aon Hewitt January 2013 - Present
USI Insurance Services July 2011 - December 2012
Mercer January 2000 - March 2011
Skills
Employee Benefits, Performance Management, Health Insurance, Disability Insurance, Executive Pay, Benefits Administration, Defined Benefit, HR Consulting, Employee Engagement, Insurance
Education
University of Illinois at Urbana-Champaign
J.D.
USI Insurance Services October 2014 - Present
USI Insurance Services October 2014 - Present
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Long-term Care, Life Insurance, Managed Care, Benefits Administration
Education
The University of Montana
USI Insurance Services February 1987 - Present
Skills
Workers Compensation, Professional Liability, Insurance, Liability, Underwriting, Claim, Claims Management, Property & Casualty..., Commercial Insurance, Brokers, Risk Management, Healthcare, Health Insurance, Financial Risk, Product Liability, Employee Benefits, Excess, Legal Liability, Medical Malpractice, Hospitals, Casualty, Leadership, Long-term Care, General Insurance, Casualty Insurance
Education
University of Louisville
USI Insurance Services August 2015 - Present
AHM Insurance Group July 2010 - August 2015
St. Charles Insurance Agency January 2005 - July 2010
DS Johnson Insurance Co. (purchased by Dewitt) October 2003 - January 2005
The Daniel & Henry Co. November 2002 - October 2003
Lockton Companies June 1998 - October 2002
Charles L. Crane Agency August 1995 - June 1998
Skills
Windows XP Professional, AMS 360, The Agency Manager -..., Microsoft Office, Property & Casualty..., Sales, AMS360, Insurance, XP, Liability, Commercial Insurance, Customer Service, Workers Compensation, D, Professional Liability, Risk Management
Education
University of Missouri - St. Louis 1984 — 1995
Bachelor of Arts, Psychology
Florissant Valley Community College 1988 — 1991
Associate in Applied Science, Human Services
USI Insurance Services September 2012 - Present
Alliant Insurance Services June 2009 - September 2012
Carlton Hall Inc. May 2008 - July 2009
Skills
Microsoft Office, Sagitta, Reinsurance, Commercial Insurance, Adobe Creative Suite, ImageRight, Environmental Compliance, Environmental Issues, Environmental Impact..., Environmental Policy, Environmental Toxicology, Textiles, Fashion Illustration, Fashion History, Fashion Design
Education
University of Houston 2013 — 2013
Environmental Risk Management Designation, Environmental Risk Strategies Institute
West Virginia University 2003 — 2008
Bachelor's of Science
USI Insurance Services November 2007 - Present
Wells Fargo Bank November 2005 - May 2014
Skills
Property & Casualty..., Commerical and..., Workers Compensation, Umbrella Insurance, Small Business Lending, Commercial Lending, Financial Analysis, Loans, Credit, Banking, Commercial Banking, Credit Analysis, Underwriting, Lines Of Credit, SBA, Asset Based Lending
Education
University of Northern Colorado
The Dental Care Plus Group: providing dental insurance for nearly 30 years 2011 - Present
USI Insurance Services 2010 - 2011
Arison Insurance Services, Inc. 2007 - 2010
Energizer 2006 - 2007
Skills
Sales, Insurance, Life Insurance, Brokers, Customer Service, Health Insurance, Employee Benefits, Account Management
Education
University of Louisville
Bachelor's Degree, College of Business - Management
Blue Cross Blue Shield of Louisiana March 2013 - Present
Blue Cross Blue Shield of Louisiana July 2009 - March 2013
USI Insurance Services June 2007 - June 2009
Zea Rotisserie & Grill June 2006 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Press Releases, Sponsorship, Customer Service, Strategic Planning, Product Marketing, Advertising, Sales, Logistics Management, PowerPoint, Administrative..., Business Development, Events, Hospitality, Invoicing, Social Networking, Organization, Creative Writing, RFP Design, RFP Generation, Account Management, Marketing, Market Analysis, Food & Beverage, Insurance, Employee Benefits, Social Media, Health Insurance, Event Planning, Marketing Communications, Negotiation, Public Speaking, Business Analysis, Brokers, Research, Healthcare, Market Research, Event Management, Editing, Management, Public Relations, Direct Marketing
Education
University of New Orleans 2001 — 2006
Bachelor of Science (BS), Marketing
USI Insurance Services October 1997 - Present
Marsh December 1989 - October 1997
Skills
Casualty, Professional Liability, Analysis, Insurance, Property & Casualty..., Disability Insurance, Underwriting, Commercial Insurance, Risk Management, D&O, Legal Liability, Sales, Health Insurance, Workers Compensation, Sales Management, Commercial Lines, Umbrella Insurance, Liability, Forecasting, Employment Practices..., Casualty Insurance
Education
University of Mount Union 1981 — 1985
Bachelors, Business Administration
USI Insurance Services October 2015 - Present
Benefit Controls Companies June 2015 - October 2015
Northwestern Mutual March 2014 - April 2015
Prudential Financial May 2013 - September 2013
Sonic Automotive June 2012 - September 2012
Quail Hollow Country Club May 2012 - July 2012
Education
University of Mississippi 2011 — 2015
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Charlotte Latin School 2007 — 2011
Aon Risk Solutions June 2015 - Present
Aon Risk Solutions September 2013 - Present
Burns & Wilcox February 2013 - September 2013
USI Insurance Services July 2012 - February 2013
Kentucky Farm Bureau Insurance October 2011 - June 2012
Kentucky Farm Bureau Insurance December 2009 - October 2011
SR Wood, Inc August 2009 - December 2009
Graeter's Ice Cream March 2003 - August 2009
Skills
Insurance, Property & Casualty..., PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Liability, Underwriting, General Insurance, Casualty, Microsoft Office, Strategic Planning, New Business Development, Management, Risk Management, Personal Lines Auto
Education
University of Louisville 2004 — 2008
BA, Psychology and Communications
Shorewest Surety Services, Inc. January 2014 - July 2015
USI Insurance Services August 2012 - January 2014
B & W Sensors, LLC April 2010 - August 2012
Welsch, Flatness, & Lutz January 2007 - April 2010
McGriff Seibels & Williams February 2005 - May 2007
Liberty Mutual Insurance Company January 2000 - January 2005
Marsh USA January 1996 - January 2001
Center Oil Company 1991 - 1995
Skills
Business Relationship..., Project Management, Complex Sales, Insurance, Underwriting, Risk Management, Property & Casualty..., Strategic Planning, Sales Management, Brokers, New Business Development, Sales, Account Management, Mergers, Negotiation, Workers Compensation, Employee Benefits, Commercial Insurance, Contract Negotiation, Health Insurance, Marketing, Business Development, Financial Analysis, Mergers & Acquisitions, Strategy, Leadership, Coaching, Disability Insurance, Management, Team Leadership, Team Building, Claim, Process Improvement, Legal Liability, Business Planning, Professional Liability, Customer Retention, Casualty, Financial Services, Portfolio Management, Small Business, Lead Generation, Finance, Relationship Management, Investments, Executive Management, D&O, Umbrella Insurance, Excess, Employment Practices...
Education
University of Missouri-Saint Louis 1985 — 1988
Bachelor of Arts (BA), Economics
University of Missouri-Columbia 1983 — 1985
Economics
Chaminade College Prep 1977 — 1983
Our Lady of Pillar
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services April 2007 - May 2014
CareOne Management LLC March 2005 - June 2006
Skills
Health Insurance, Underwriting, Insurance, Employee Benefits, Brokers, Group Insurance, Ancillary Benefits, Admissions, Technology, Disability Insurance
Education
University of Louisville 2000 — 2003
Jeffersontown High School 1996 — 2000
Diploma, General Studies
USI Insurance Services November 2014 - Present
Lucas Group August 2012 - November 2014
Lucas Group May 2012 - August 2012
The Omerta Group June 2011 - August 2011
Skills
Executive Search, Recruiting, Permanent Placement, Contract Recruitment, Screening Resumes, Staffing Services, Technical Recruiting, Leadership, Applicant Tracking..., Talent Acquisition, Social Networking, Social Media, Temporary Placement, Benefits Negotiation, Interviews, Microsoft Excel, College Recruiting, Job Search, Sourcing, Candidate Generation, Employer Branding, Search, Screening, Interview Preparation, Boolean Searching, Headhunt, Financial Recruiting, Graduate Recruitment, Visio, FileFinder, MaxHire, Accounting Recruitment, Job Placements, Producer Hiring, Producer Recruiting, P&C Insurance Producer..., Employee Benefits..., Insurance Recruiter
Education
University of Mississippi - School of Business Administration 2008 — 2012
Managerial Finance, Finance
Jackson Academy 2000 — 2008
High School
USI Insurance Services February 2015 - Present
Pathfinder/LL&D June 2013 - February 2015
Brewer Insurance Agency of Texas August 2011 - June 2013
State Farm Insurance Agency July 2009 - November 2010
Prince's Hamburgers January 2007 - July 2009
American Shooting Centers August 2002 - August 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Account Management, Sales, Marketing, Operations Management, Team Leadership, Team Building, Leadership, Teamwork, New Business Development, Commercial Insurance, Insurance, Risk Management, Casualty, Umbrella Insurance, Professional Liability, Legal Liability, Property & Casualty..., General Insurance, Underwriting, Small Business, Liability, Claim, Cold Calling, Direct Sales, Sales Management, Workers Compensation
Education
University of Houston-Downtown 2008 — 2011
BBA, Finance
Colonial Life April 2014 - Present
Barney & Barney, a Marsh & McLennan Agency LLC October 2012 - March 2014
USI Insurance Services February 2010 - August 2012
Northwestern Mutual July 1989 - January 2010
Skills
Sales Skills Training, Sales Management, Sales Support, Employee Benefits, Insurance, Health Insurance, Benefits, Health, New Business Development, Sales Operations, Leadership, Retirement Planning, Strategy, Defined Benefit, Management, Pensions, Disability Insurance, Health Savings Accounts, Risk Management, Executive Pay, Health Care Reform, COBRA
Education
University of IIllinois, Champaign-Urbana 1987 — 1991
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science, Business Administration
City of Irving June 2014 - Present
USI Insurance Services May 2013 - June 2014
USI Insurance Services January 2013 - May 2013
Overhead Door Corporation June 2011 - January 2013
Horace Mann May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Insurance, Claim, Call Centers, Commercial Lines, Commercial Insurance, Property, General Insurance, Risk Management
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance
USI Insurance Services May 2014 - Present
Northrup Corporation June 2012 - April 2014
State Farm Insurance June 2010 - June 2012
Skills
Risk Management, Property & Casualty..., Life Insurance, Disability Insurance, Golf Instruction, Golf, Workers Compensation, Employee Benefits, Start-ups, Small Business, Insurance, Retirement Planning, Commercial Insurance, Brokers
Education
University of Oregon 2006 — 2010
Bachelor of Science (BS), Economics
USI Insurance Services March 2015 - Present
Security First Insurance Agency March 2013 - April 2014
Arthur J. Gallagher and Co. October 2011 - February 2013
Travelers March 2007 - March 2011
Karam & Associates, PA March 2006 - March 2007
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Reinsurance, New Business Development, Sales, Licensed Property &..., Commercial Lines, Employment Practices..., Insurance, Legal Liability, Management, Marketing, Underwriting, Customer Service, Casualty Insurance
Education
University of Nevada-Las Vegas
Barrett-Jackson Auction Company April 2015 - Present
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services USA Inc, August 2011 - May 2014
Slaton Risk Services December 2007 - August 2011
Weekes & Callaway, Inc. May 2004 - December 2007
AMC Insurance Inc. September 2002 - May 2004
American Express February 1996 - September 2002
Ford Motor Company 1994 - 1996
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Claim, Insurance, Account Management, Professional Liability, Leadership, D&O, Management, Brokers, Marketing, Legal Liability, Customer Service, Liability, Relationship Management, Casualty, Training, New Business Development, Risk Management, Life Insurance, Underwriting, Lotus Notes, Microsoft Excel, Call Centers, CRM, Umbrella Insurance, Employment Practices..., General Insurance, Workers Compensation, Employee Benefits, Excess, Claims Management, Inland Marine, Disability Insurance, Health Insurance, Term Life Insurance, Financial Risk, Long-term Care, Directors & Officers..., Fixed Annuities, Health Savings Accounts, Homeowners, Reinsurance, Liability Analysis, Whole Life, Surety Bonds, Insurance Brokerage, Licensed Property &..., Captives
Education
University of Phoenix
State Farm October 2014 - June 2015
East Quad Dining Services October 2013 - May 2014
USI Insurance Services June 2013 - August 2013
Parliament of Canada May 2013 - June 2013
The Michigan Daily February 2012 - April 2013
The M.H. Ross Company, Inc. June 2011 - September 2011
Skills
Editing, Writing, Communication, Research, Facebook, Commercial Insurance, Market Research, Customer Satisfaction, Customer Service, Spanish, Blogging
Education
University of Michigan 2011 — 2014
Bachelor of Arts (B.A.), Economics and Political Science
Granada Hills Charter High School 2006 — 2010
High School Diploma
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services USA, Inc. May 2006 - May 2014
El Paso First Health Plans, Inc. April 2001 - May 2006
Univision May 1997 - April 2001
Skills
Sales Management, Sales, Strategic Planning, Customer Service, Health Insurance, Project Management, New Business Development, General Insurance, Marketing Strategy, Marketing Management, People Skills, Communication, Community Outreach, Training, Salesforce.com, PowerPoint, Microsoft Office, Key Account Management, Process Improvement, Operations Management, Team Building, Analysis, Small Business, Program Management, Marketing, Employee Benefits, Leadership, Nonprofits, Management, Coaching, Business Planning, Account Management, Budgets, Customer Retention, Strategy, Forecasting, Risk Management, Insurance, Life Insurance, Disability Insurance
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Ysleta High School 1985 — 1987
High School Diploma, High School/Secondary Diplomas and Certificates
Hub International Insurance Services April 2014 - Present
Insgroup, Inc. January 2013 - April 2014
Arthur J. Gallagher & Co. November 2008 - December 2012
USI Insurance Services November 1998 - November 2008
Skills
Professional Liability, Property & Casualty..., Commercial Insurance, Legal Liability, Liability, Casualty, Insurance, Workers Compensation, D&O, Employment Practices..., Umbrella Insurance, Underwriting
Education
UMass Dartmouth
Bachelor of Arts (B.A.), Psychology/English
Cornerstone OnDemand June 2015 - Present
WebLink International July 2014 - June 2015
Oracle October 2011 - June 2014
USI Insurance Services July 2010 - September 2011
Paychex December 2004 - July 2010
Maxim Healthcare Services March 2003 - December 2004
Bigdough 2000 - 2003
Bidwick & Associates 1998 - 2000
Skills
Payroll, Managed Services, Business Development, Account Management, CRM, Networking, Strategy, Professional Services, Sales Process, Sales, Enterprise Software, Cold Calling, Solution Selling, Strategic Partnerships, SaaS, Management, Leadership
Education
University of Maryland College Park
BA
AmTrust North America December 2012 - Present
USI Insurance Services January 2012 - December 2012
NRH2O Family Water Park March 2006 - September 2009
Skills
Hard Worker, Professional appearance, Organized, Goal Oriented, Team Oriented, Responsibility, Insurance, Commercial Insurance, Customer Service, Property, Team-oriented, Sales, Casualty, Leadership, Professional Liability, Time Management, Property, Liability, General Insurance, Commercial Lines, Underwriting, Risk Management
Education
University of North Texas 2008 — 2012
BBA, Risk Management & Insurance
USI Insurance Services February 2007 - Present
New York Life Long Term Care October 2003 - August 2006
Mutual of Omaha September 2002 - October 2003
Millard Refrigerated Services 1998 - 2000
Skills
Health Insurance, Insurance, Workers Compensation, Underwriting, Employee Benefits, General Insurance, Account Management, Human Resources, Customer Service, Strategic Planning, Benefits Administration, Sales, Management, Salesforce.com, Negotiation, Event Planning, Administrative..., New Business Development, Lotus Notes, Expense Reports, Microsoft Excel, Business Development, Property & Casualty..., Sales Management
Education
University of Nebraska at Omaha 1992 — 1994
Sulphur Springs High School 1986 — 1990
USI Insurance Services March 2012 - Present
Skills
Account Management, Product Development, Product Marketing, Salesforce.com, Customer Service, Cross-functional Team..., Product Management, CRM, SEO, Process Improvement, Sales, Start-ups, Business Development, Program Management, Manufacturing, Vendor Management, Integration
Education
University of Southern Maine 2001 — 2004
University of Maine at Presque Isle 2002 — 2003
Davidson Benefits Planning, LLC December 2011 - Present
Mainlander Property Management, Inc. May 2007 - December 2011
Willis April 2000 - May 2003
USI Insurance Services July 1999 - April 2000
Skills
Employee Benefits, Compensation, Insurance, Benefits, Payroll, Benefits Administration, COBRA, Deferred Compensation, Disability Insurance, Health Insurance, Health Savings Accounts, Human Resources, Interviews, Labor Relations, Policy, Time Management, Workers Compensation, 401k
Education
University of Oregon 1987 — 1991
BS, Business Management and Psychology
USI Insurance Services March 2015 - Present
Marsh October 2012 - March 2015
Wells Fargo Insurance Services March 2011 - September 2012
Wells Fargo Insurance Services November 2004 - March 2011
Travelers Insurance July 1991 - November 2004
USF&G 1991 - 1996
Skills
Underwriting, Financial Services, Property & Casualty..., Manufacturing, Insurance, Commercial Insurance, Risk Management, Workers Compensation, Professional Liability, Liability, General Insurance, Brokers, Casualty Insurance, Legal Liability, Management, Umbrella Insurance, Marketing, Financial Risk, Mergers & Acquisitions, Sales Management, D&O, Accounting, Casualty, Employee Benefits, New Business Development, Health Insurance, Strategic Planning, Employment Practices..., Negotiation
Education
University of Kentucky 1982 — 1986
BA, Psychology, Marketing
USI Insurance Services March 2009 - Present
Liberty Mutual Insurance Company December 2004 - March 2009
Teachers Insurance and Annuity Association July 1995 - August 2004
Skills
Marketing, Insurance, New Business Development, Customer Satisfaction, Commercial Insurance, Sales, Analysis, Microsoft Office, Claim, Underwriting, Casualty, Property, Commercial Lines
Education
POHS Institute 2005 — 2005
Broker License, Property/Casualty Insurance
University of Missouri-Saint Louis 1991 — 1995
Bachelor, Business Management
University of Missouri-St. Louis 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Louis Community College-Florissant 1990 — 1992
BS, Business Administration-Management
USI Insurance Services October 2014 - Present
Pathfinder/LL&D Insurance Group March 2008 - September 2014
CompUSA 2001 - 2007
Skills
Strategic Planning, Customer Service, Sales Management, Coaching, Process Improvement, Selling, Business Planning, Business Analysis, Team Management, Training, Contract Negotiation, CRM, Budgets, Microsoft Excel, Change Management, Outlook, Recruiting, Banking
Education
University of Houston-Downtown
Bachelor's degree, Insurance & Risk Management
Alvin High School 1996 — 1999
.
USI Insurance Services May 2008 - Present
Education
University of Hawaii at Manoa 1985 — 1989
English Education
Capital City Insurance Agency August 2013 - Present
USI Insurance Services December 2010 - August 2013
Mastors and Servant September 2008 - December 2010
Delta Mechanical, LLC May 2006 - April 2007
Skills
Property & Casualty..., Commercial Insurance, Insurance, Risk Management, Marketing, Legal Liability, Professional Liability, Casualty, Underwriting, Workers Compensation, Commercial Lines, Brokers, General Insurance, Casualty Insurance
Education
University of Rhode Island 2002 — 2006
Marsh & McLennan Companies, Inc. April 2014 - Present
USI Insurance Services May 2012 - April 2014
Eustis Insurance & Benefits July 2011 - May 2012
AHL Shipping Company May 2002 - December 2010
AmSouth Bank May 1998 - May 2002
Skills
maritime, Property & Casualty..., Claims, Risk Management, Transportation, Liability, General Insurance, Commercial Insurance, Claims Management, General Liability, Insurance Claims, Risk Mitigation, Hull /P&I, U.S.L. & H. / Workers..., Builders..., Freight, Demurrage &..., Voyage Risks, Mutual Club Protection..., Breach of Warranty..., Marine Liabilities, Cargo, Tug & Barge Operations, Marine..., Ship Repairers, Oil&Gas, Terminal Operators, Exporters/Importers, Manufacturers, Insurance, Brokers, Excess & Surplus Lines, Marine Insurance, London Insurance Market, Workers Compensation, Legal Liability, Freight, Maritime, Claim, Casualty, Professional Liability, Manufacturing, Oil/Gas, Underwriting, Reinsurance, Management, Umbrella Insurance, Inland Marine, Health Insurance, Financial Risk, D&O
Education
University of New Orleans 1995 — 2001
Bachelor of Science, Business
USI Insurance Services 2012 - June 2013
Marsh USA Inc. 2005 - 2011
Marsh USA Inc. 1991 - 2001
Skills
Controlled..., Mergers & Acquisitions..., Employee Benefits, Captives and..., Environmental Insurance..., Privacy, Security Risk..., Directors & Officers..., Workers Compensation, Workers' Compensation..., Claims Management, International, Designs, Management, Security, Captives, Liability, Professional Liability, D&O, Property & Casualty..., Underwriting, Insurance, Employment Practices..., Risk Management, Reinsurance, Brokers, Casualty, Legal Liability, Commercial Insurance, Claim, Commercial Lines, Umbrella Insurance, Health Insurance, Insurance Brokerage, Marketing, Strategic Planning, Business Development, Leadership
Education
University of Portland
Life Sciences
Memorial Hermann Healthcare System June 2011 - Present
The Methodist Hospital System January 2002 - June 2011
Enron Energy Services March 1999 - November 2001
USI Insurance Services January 1996 - March 1999
Jardine Lloyd Thompson June 1990 - December 1995
Skills
negotiation,..., corporate insurance,..., Risk Management, Underwriting, Insurance, Enterprise Risk..., Financial Risk, Financial Analysis, Program Management, Analysis, Healthcare Management, Commercial Insurance, Healthcare, Reinsurance, Hospitals, Auditing, Management, Internal Controls, Process Improvement, Team Leadership, Business Development, Claim
Education
Insurance Institute of America 2011 — 2012
Associate in Underwriting (AU), Certification
Insurance Institute of America 1990 — 2010
Associate in General Insurance (AINS), Certification
University of Houston, C.T. Bauer College of Business 2006 — 2007
Executive MBA, Healthcare, Executive Masters in Business Administration
Insurance Institute of America 2003 — 2004
Associate in Risk Management (ARM), Risk Management
Texas Tech University, Rawls College of Business, 1996 — 2000
Bachelor of Business Administration, Management
Northwest Academy
LaPorte and Associates 2012 - Present
USI Insurance Services January 2000 - December 2010
Willis February 1990 - January 2000
SAIF Corporation January 1980 - February 1990
Skills
Construction Insurance..., Workers' Compensation..., Healthcare Specialist, Manufacturing Specialist, Risk Management..., Directors and Officer's..., Employment Practices..., Pollution Liability, Skilled communicator..., Workers Compensation, Insurance, Risk Management, Property & Casualty..., Commercial Insurance, Professional Liability, Underwriting, Brokers, Liability, Health Insurance, Legal Liability, Casualty Insurance, Management, Strategic Planning, General Insurance
Education
University of Oregon 1974 — 1978
Bachelor's degree, Economics
North Bend High School 1969 — 1973
graduated, general studies/math
USI Insurance Services Senior Vice President and Benefit Practice LeaderSummit Global PartnersJanuary 1997 - January 2005
Skills
Term Life Insurance, Disability Insurance, Employee Benefits, 401k, Workers Compensation, Leadership, Health Insurance, Life Insurance, New Business Development, Start-ups, Management, Underwriting, Insurance, Healthcare, Brokers, Mergers & Acquisitions, Executive Pay, Claim, Property & Casualty..., Commercial Insurance, CRM
Education
University of Iowa 1966 — 1970
B.S., General Science
Easton Insurance and Risk Management August 2015 - Present
USI Insurance Services November 2012 - August 2015
Lanier Upshaw May 2010 - October 2012
Aon Risk Solutions January 2009 - May 2010
Wachovia Insurance Services February 2000 - January 2009
Welsch Flatness & Lutz April 1995 - February 2000
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Workers Compensation, Risk Management, Claims Management, Liability, Commercial Lines, Casualty, D&O, Employee Benefits, Health Insurance, Reinsurance, Umbrella Insurance, Employment Practices..., Financial Risk, Casualty Insurance, Health Savings Accounts, Term Life Insurance, Claim, Legal Liability
Education
University of Missouri-Columbia 1991 — 1994
BS, Agriculture
University of Missouri-Columbia 1991 — 1994
Bachelor of Science (BS), Agriculture, Agriculture Operations, and Related Sciences
Lyons Companies June 2013 - Present
Gridiron Concepts, Ltd. 1991 - Present
USI Insurance Services March 2011 - June 2013
Wells Fargo Insurance Services August 2007 - March 2011
Willis 1999 - 2007
Marsh 1997 - 1999
Kansas City Chiefs 1991 - 1997
KMBC Channel 9 and KCFX 101.1FM 1994 - 1996
Skills
Mergers, Risk Management, Underwriting, Insurance, Strategic Planning, Public Speaking, Business Development, Customer Service, Community Outreach, Coaching, Networking, Change Management, Interviews, Sales, Leadership, Management, Employee Benefits, Sales Management, New Business Development, Strategy, Mergers & Acquisitions, Brokers, Analysis, Property & Casualty..., Business Strategy, Training, Team Building, Program Management, Health Insurance, Marketing, Budgets, Professional Liability, Start-ups, Executive Management, Policy, Time Management, Small Business, Finance, Financial Services, Investments, CRM, Portfolio Management, Account Management, Business Planning, Relationship Management, Financial Analysis, Banking, Entrepreneurship, Strategic Partnerships, Management Consulting
Education
University of Pennsylvania 1987 — 1991
B.A., Economics
Ridley High School 1984 — 1987
USI Insurance Services November 2012 - Present
Mercer Health & Benefits, LLC January 2009 - October 2012
MetLife January 2006 - January 2008
MetLife January 2004 - January 2006
MetLife 2002 - 2006
New England Financial January 2002 - January 2004
FTI/LWG Consulting January 2001 - January 2002
Principal Life Insurance Co January 1998 - January 2000
The Premier Insurance Group/USI January 1997 - January 1998
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Benefits Administration, ERISA, Health Savings Accounts, Life Insurance, Workers Compensation, Defined Benefit, COBRA, Executive Pay, Deferred Compensation, Pensions, Brokers, Claim, HRIS, Succession Planning, 401k, Underwriting, FMLA, Employee Relations, Performance Management, Talent Management, Employee Wellness, Training, Onboarding, Retirement, Legal Compliance, Leadership, Interviews, Personnel Management, Process Improvement, Management, Sales, Health Care Reform, Human Resources, Call Centers, Open Enrollment, Applicant Tracking..., Long-term Care, New Hire Orientations, HR Consulting, Flexible Spending..., Workforce Planning
Education
Terry Parker High School
Diploma; Associate (GBA)
Wharton School, University of Pennsylvania
GBA, Certified Employee Benefits Specialist, Certification
The Benefits Firm September 2010 - Present
USI Insurance Services September 1997 - September 2010
Skills
Medicare & Individual...
Education
University of Louisville
Communications
BB&T - Atlantic Risk Management 2014 - Present
USI Insurance Services 2013 - 2014
TISC Insurance Agency 2010 - 2013
Academy Mortgage Corporation October 2009 - July 2010
Bank of America Home Loans/Countrywide Home Loans 2005 - 2009
DR Horton/DHI Mortgage 2004 - 2005
Skills
Risk Management, Mortgage Lending, Selling, Mortgage Banking, Liability, Workers Compensation, Property, D&O, Underwriting, Insurance, Loans, Commercial Lines, Casualty, Property & Casualty..., Real Estate, Sales, Analysis, Credit, FHA, Residential Mortgages, Loan Origination, Credit Analysis, FHA financing, VA loans, USDA, Banking, Finance, Investments, Refinance, Commercial Real Estate, Investment Properties, Portfolio Management, Certified Mortgage..., Commercial Lending, Brokerage, Mortgage Underwriting, Brokers, Construction Loans, Negotiation, Loss Mitigation, Casualty Insurance, Commercial Insurance
Education
University of Maryland - Robert H. Smith School of Business
Bachelors, Business, Finance
Schwartz Insurance Group October 2013 - Present
USI Insurance Services June 2008 - April 2013
SHPS June 2006 - May 2008
UPS June 1988 - February 2005
Skills
Employee Benefits, Customer Service, Claims Resolution, Enjoy Working with..., Comfortable working..., Benefits Administration, Insurance, Organization, Problem Solving, Life Insurance, Disability Insurance, Human Resources, Management, Account Management, Brokers, Leadership, Health Insurance, Team Building, Health Savings Accounts, Training
Education
University of Louisville 1980 — 1990
BA, Communication/Business
Columbia Insurance Agency, Inc. July 2014 - Present
Foster Sullivan Insurance Group September 2013 - June 2014
USI Insurance Services July 2012 - July 2013
TD December 1998 - July 2012
Skills
Commercial and Personal..., Risk Management, Certified Insurance..., TAM Applied Systems, Commercial Insurance, Casualty Insurance, Property, General Insurance, Underwriting, Liability, Workers Compensation, Insurance, Marketing, Customer Service, Strategic Planning, Sales, Account Management, Training, Umbrella Insurance, Event Planning, Property
Education
University of Phoenix 2002 — 2003
Business Administration and Management, General
Blaine Hair School 1987 — 1988
Licensed Cosmotologist, Cosmotology
University of Massachusetts Lowell 1985 — 1987
1 Year of Study, Fine and Studio Arts
Lawrence High School 1982 — 1985
High School Graduate, Fine/Studio Arts, General
JGS Insurance 2014 - Present
USI Insurance Services March 2009 - July 2014
Liberty Mutual Insurance February 2006 - March 2009
GM Planworks January 2005 - November 2005
Media Star Promotions February 2001 - June 2004
Skills
Management, New Business Development, Sales, Sales Management, Insurance, Recruiting, Business Planning, Sales Operations, Risk Management, Analysis, Pricing, Program Management, Casualty, Property & Casualty..., Professional Liability, Commercial Insurance, Brokers, Legal Liability, Workers Compensation, Casualty Insurance, Underwriting, Liability, General Insurance, Account Management, Health Insurance
Education
University of Maryland 2000 — 2003
B.A, Communication, Public Relations
University of Maryland College Park 1999 — 2003
B.A, Communication, Public Relations
Weist-Barren School of Art & Entertainment
Arts
Weist-Barren School of Art & Entertainment
USI Insurance Services May 2011 - Present
Aflac October 2007 - May 2011
Skills
Health Insurance, Employee Benefits, Management, Strategy, Voluntary Employee..., Life & Health Insurance..., Health Savings Accounts, Life Insurance, Disability Insurance, Claim, Marketing, Customer Satisfaction, New Business Development, Insurance, Brokers, Property, Benefits Administration, Account Management
Education
University of Missouri-Saint Louis 2003 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
USI Insurance Services January 2001 - Present
Skills
Umbrella Insurance, Legal Liability, Commercial Lines, Employee Benefits, Disability Insurance, Brokers, Life Insurance, Term Life Insurance, Marketing, Long-term Care, Corporate Communications, Liability, Underwriting, General Insurance, Inland Marine, Employment Practices..., D&O, Commercial Insurance
Education
University of North Texas
USI Insurance Services September 2013 - Present
Butler and Messier March 2006 - September 2013
Skills
Insurance, Customer Service, Leadership, Marketing, Risk Management, New Business Development, Analysis, Team Management, Customer Retention, Property, Commercial Insurance, Workers Compensation, Data Analysis, Market Analysis
Education
University of Phoenix 2013 — 2015
Bachelors, Marketing
University of Phoenix 2011 — 2013
Associates in Business, General Business
USI Insurance Services May 2010 - April 2012
Wells Fargo Insurance Services December 2005 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Public Speaking, Editing, Negotiation, Commercial Insurance, Property & Casualty..., Licensed Property &..., Customer Retention, Customer Satisfaction, Long-term Customer..., Risk Management
Education
University of Houston 2001 — 2004
Deloitte April 2015 - Present
Federal Reserve Bank of New York December 2014 - April 2015
Federal Reserve Information Technology June 2011 - April 2015
Federal Reserve Bank of Richmond August 2008 - April 2011
USI Insurance Services January 2007 - February 2008
New York Jets June 2006 - September 2006
Skills
Business Intelligence, Visio, Data Analysis, Business Analysis, Solution Design, Critical Thinking, Innovation Management, Crowdsourcing, Innovation Development, Product Innovation, Product Development, Business Process, Strategic Planning, Enterprise Collaboration, Collaboration Tools, Solution Architecture, Enterprise Software, Leadership, CRM, Management, Project Planning, IT Strategy, Enterprise Architecture, SDLC, Vendor Management, Project Management
Education
University of Virginia 2012 — 2013
MS, Management of Information Technology
University of Richmond 2004 — 2008
Bachelor of Arts (BA), Leadership Studies
University of Otago 2007 — 2007
Leadership Studies
USI Insurance Services September 2007 - Present
Wells Fargo Insurance Services September 2007 - Present
Skills
Insurance, Underwriting, Property & Casualty..., Marketing, Social Media, Health Insurance, Employee Benefits, Life Insurance, Customer Service, Social Media Marketing, Microsoft Office, Strategic Planning, Commercial Insurance, Account Management, Public Speaking, Risk Management, Professional Liability, Sales, Disability Insurance, Small Business, Legal Liability, Workers Compensation, Brokers, Liability, Term Life Insurance, Casualty
Education
Focus Louisville 2012 — 2012
University of Kentucky 2003 — 2007
BS, Agricultural Economics
USI Insurance Services September 2015 - Present
Benefit Controls of the Carolinas, Inc May 1996 - Present
Education
University of Pennsylvania - The Wharton School 1999 — 2003
CEBS, Employee Benefits
Wofford College 1979 — 1983
BA, English
USI Insurance Services January 2013 - Present
WFL June 1987 - December 2012
Skills
Underwriting, Umbrella Insurance, Business Development, Insurance, Excess, Sales Management, Workers Compensation, Process Improvement, Sales, Professional Liability, Claim, Commercial Insurance, Employee Benefits, Analysis, General Insurance, Legal Liability, Team Building, Strategic Planning, New Business Development, Customer Service, Surety Bonds, Risk Management, Negotiation, D&O, Brokers, Employment Practices..., Health Insurance, Property & Casualty..., Account Management, Casualty, Business Analysis, Surety, Liability, Disability Insurance, Life Insurance, Commercial Lines, Licensed Property &..., Inland Marine, Bonds
Education
University of Missouri-Saint Louis
Bachelor of Arts, Economics
USI Insurance Services June 2015 - Present
USI Insurance Services October 2011 - Present
Schuster-Driscoll LLC March 2002 - September 2011
TANGO - The Alliance for Non-Profit Growth and Opportunity September 2008 - October 2010
Hamilton Sundstrand September 2000 - March 2002
Northwestern Mutual 1997 - 2000
Skills
Non-profits, Administration, Employee Benefits, Customer Service, Insurance, Benefits Administration, Human Resources, Microsoft Excel, PowerPoint, Outlook, Presentations, Nonprofits, Time Management, Account Management, Health Savings Accounts, Brokers, Health Insurance, Disability Insurance, Marketing, Strategic Planning
Education
University of Hartford 1994 — 1998
BA, Psychology
Central High School 1991 — 1994
USI Insurance Services April 2014 - Present
Aon December 2010 - April 2014
Conner Strong March 2009 - December 2010
TCSF 2000 - 2010
Hays Companies June 2003 - March 2009
Acordia June 1991 - June 2003
Skills
Mergers, Due Diligence, Risk Management, Strategic Planning, Project Management, Team Building, Negotiation, Process Improvement, New Business Development, Business Strategy, Budget, Financial Risk, Mergers & Acquisitions, Business Development, Management, Program Management, Strategic Financial..., Finance, Strategy, Investments, Management Consulting, Budgets, Start-ups, Portfolio Management
Education
University of Notre Dame 1987 — 1991
BA, Finance
Archbishop Wood HS 1983 — 1987
USI Insurance Services August 2012 - Present
Wells Fargo Insurance Services, Inc October 2010 - August 2012
Marsh USA, Inc March 1993 - September 2010
Marsh Inc. 1993 - 2010
HRH 1989 - 1993
Skills
D&O, Professional Liability, Commercial Insurance, Property & Casualty..., Legal Liability, Liability, Claims Management, Underwriting, Brokers, New Business Development, Reinsurance, Insurance, Casualty, Commercial Lines, General Insurance, Workers Compensation, Casualty Insurance
Education
University of Montevallo 1969 — 1973
BS, Accounting
USI Insurance Services March 2014 - Present
D. Francis Murphy Insurance Agency February 2013 - January 2014
Liberty Mutual Insurance January 2009 - February 2013
Liberty Mutual May 2006 - January 2009
Kevin F. Donoghue & Associates January 2001 - May 2006
Wausau Insurance Companies 1994 - 2001
Skills
Property & Casualty..., Insurance, Commercial Lines, Commercial Insurance, Casualty, Workers Compensation, Legal Liability, Umbrella Insurance, General Insurance, Underwriting, Liability, Professional Liability, D&O, Brokers, Customer Service
Education
University of New Hampshire 1982 — 1986
Bachelor of Science (BS), Mathematics
Hitachi Consulting March 2014 - Present
USI Insurance Services January 2013 - March 2014
FUNimation Entertainment June 2008 - January 2013
University of North Texas June 2003 - September 2012
B.O.H. Productions September 2007 - January 2011
U.S. Army June 2003 - June 2008
Skills
Videography, Final Cut Pro, Video, Producing, Editing, Film, Screenwriting, Video Production, Video Editing, Film Production, Television, Lighting, Entertainment, Digital Video, Music Videos, Feature Films, Final Cut Studio, Broadcast, Documentaries, Post Production, Commercials, Motion Graphics, Cinematography, Camera, Avid Media Composer, Data Analysis, Microsoft Excel, Decision Sciences, Trend Forecasting, Database Design, Data Management, Data Mining, Microsoft SQL, Java, HTML, CSS Javascript, Avid, Camera Operating
Education
University of North Texas 2008 — 2013
BBA, Decision Sciences
University of North Texas 1998 — 2003
BA, Radio/TVFilm
USI Insurance Services September 2014 - Present
Crystal & Company May 2012 - September 2014
Coastal Securities September 2009 - May 2012
Williams Financial Group February 2009 - September 2009
Absolute Realty December 2003 - December 2008
Countrywide Home Loans January 2003 - October 2007
Washington Mutual Bank August 2002 - December 2003
Skills
Investments, Trading, Securities, Banking, Property & Casualty..., Employee Benefits, Marine Insurance, Construction Insurance, Risk Management, Mergers & Acquisitions, Finance, Financial Services, Insurance, Strategy
Education
University of Houston
BBA, Finance
Klein Oak 1988 — 1992
Capgemini July 2015 - Present
Capgemini June 2014 - July 2015
Target February 2014 - May 2014
Target September 2012 - February 2014
USI Insurance Services May 2011 - August 2011
Sponsorship Intelligence January 2011 - May 2011
Maryknoll May 2010 - July 2010
Skills
Portuguese, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Change Management, Change Impact Analysis, Training & Development, Oracle E-Business Suite, Research, Financial Modeling, Analysis, Business Analysis, Leadership, Spanish, Data Analysis, Management, Customer Service, Social Media, Microsoft Word, Project Management, Stata, Microsoft CRM, SAP, JDA, BEx Reporting, BEx Analyzer, Space planning, Communication Strategy
Education
University of Notre Dame
BA, Political Science; Economics
Westwood High School
USI Insurance Services January 2006 - Present
Courtney & Associates, P.C. September 1999 - December 2005
Skills
Employee Benefits, ERISA, Health Insurance, Cafeteria Plans, COBRA, Health Care Reform, FMLA, HIPAA, Employee Wellness...
Education
University of Oregon 1996 — 1999
JD, Law
Vanderbilt University 1990 — 1994
BA, Philosophy and Spanish
USI Insurance Services February 2011 - Present
USI Insurance Services May 2010 - February 2011
USI Insurance Services April 2007 - May 2010
Skills
Sales, Health Insurance, Insurance, Property & Casualty..., Leadership, Finance, Life Insurance, Commercial Insurance, Mergers & Acquisitions, Risk Management, Human Resources, Casualty, Underwriting, Disability Insurance, Management, Liability, Workers Compensation, Brokers, Forecasting, Strategic Planning, Reinsurance, Employee Benefits, General Insurance
Education
University of Miami - School of Business 2002 — 2004
MBA, Finance & Controllership
West Virginia University School of Medicine 1997 — 1998
Medicine
University of Pennsylvania 1992 — 1996
BA, Biochemistry
Weir High School 1990 — 1992
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services December 2010 - May 2014
JFK Consulting Group September 2007 - December 2010
Van Gilder Insurance April 2003 - August 2007
Aon Corp March 1999 - March 2003
Skills
Employee Benefits, Benefits Administration, Insurance, Underwriting, Health Insurance, Leadership, Human Resources, Sales, Management, Executive Management, Disability Insurance, Financial Services, Health Savings Accounts, Brokers, Life Insurance, Commercial Insurance
Education
University of Missouri-Columbia, College of Business 1975 — 1979
BSBA, Risk & Insurance
Summit Insurance Services June 2009 - Present
Summit Insurance Services 2009 - Present
Loudoun Insurance Group 2008 - 2011
USI Insurance Services February 2008 - May 2009
Capitol Underwriters, Ltd January 1987 - November 2006
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Insurance, Casualty, Underwriting, Umbrella Insurance, Professional Liability, Legal Liability, Workers Compensation, General Insurance, Liability, D&O, Employment Practices..., Health Insurance, Brokers, Employee Benefits, Customer Service, Life Insurance, Risk Management, Inland Marine
Education
University of Maryland College Park
BS, Education
USI Insurance Services February 2011 - Present
The Amerisc Corp July 1996 - January 2012
Aetna Life & Casualty May 1977 - August 1981
Education
The Wharton School 2002 — 2009
Executive Leadership Programs
University of Miami - School of Business 1973 — 1977
BBA, Business Management and Marketing
MDW Insurance Group September 2010 - Present
Genesis Risk Advisors September 2009 - September 2010
USI Insurance Services May 2002 - August 2009
Seitlin Insurance December 1998 - April 2002
Skills
Manufacturing, Real Estate Development, Accounting, Restaurants, Country Clubs, Property & Casualty..., Risk Management, Insurance, Casualty, Brokers, Casualty Insurance, Management, Mergers, Strategic Planning, Workers Compensation, Strategy, Sales
Education
University of Florida 1988 — 1992
BSBA, Finance
J.P. Taravella High School 1984 — 1988
Aon May 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services August 2012 - May 2014
Wells Fargo Insurance Services May 2007 - August 2012
Aon Consulting July 2001 - May 2007
Marsh May 1998 - July 2001
Brendis & Brendis 1993 - 1998
Skills
Employee Benefits, Insurance, Health Insurance, Wellness, Corporate Benefits, Consulting, Analytical Abilities, Sales Management, Professional Services, Risk Management, Consultative Selling, Salesforce.com, Benefits, Health Care Reform, Benefits Design, Public Speaking, Project Management, Account Management, Strategic Planning, Partnership-building, Finance, Management, Disability Insurance, CRM, Life Insurance
Education
University of Nebraska at Omaha 1983 — 1986
BSBA, Accounting
Burke High School
TGA Cross Insurance September 2014 - Present
Borislow Insurance August 2011 - August 2014
Hub International March 2007 - July 2011
USI Insurance Services August 2006 - March 2007
Roblin Insurance August 2003 - August 2006
Lee Hecht Harrison August 2001 - August 2003
HR Logic April 2000 - April 2001
e-Dialog Inc. 2001 - 2001
WiredEmpire 1999 - 2000
Skills
Employee Benefits, Insurance, Human Resources, Strategic Planning, HRIS, New Hire Orientations, Management, Payroll
Education
University of Massachusetts, Amherst 1995 — 1999
USI Insurance Services June 2015 - Present
RobbinsKersten Direct June 2014 - August 2014
Joe T. Garcias June 2013 - August 2013
Haley Brand Intelligence June 2012 - August 2012
Skills
Networking, Data Analysis, Business Analysis, Marketing Communications, Health Insurance, Brand Development, Brand Management, Market Research, Market Analysis, Production Assistance
Education
University of Oklahoma 2012 — 2016
Bachelor’s Degree, Marketing
University of Oklahoma 2012 — 2016
Bachelor's degree, Marketing/Marketing Management, General
Budderfly LLC July 2015 - Present
Frontier Communications October 2014 - July 2015
Automated Logic Corporation November 2011 - October 2014
USI Insurance Services November 2010 - November 2011
Total Communications, Inc 1998 - November 2010
Southern New England Telecommunications 1992 - 1998
Skills
New Business Development, Direct Sales, Sales Management, Sales, Contract Negotiation, Account Management, Leadership, Strategic Planning, Telecommunications, Operations Management, Salesforce.com, Sales Process, Customer Service, Management, Solution Selling, Customer Satisfaction, Process Improvement, Selling, Team Leadership, Team Building, Sales Operations, Networking, Cloud Computing, Business Development, Customer Retention, Risk Management
Education
University of Miami 1988 — 1992
Avon Old Farms 1985 — 1988
Lone Star College June 2010 - Present
Harris County Public Library 2006 - 2009
USI Insurance Services 2000 - 2005
Education
University of North Texas 2006 — 2008
Master of Library & Information Science (MLIS)
USI Insurance Services January 2014 - Present
HUB International Personal Insurance October 2005 - December 2013
Hub International 2000 - December 2013
PLI Brokerage June 2000 - October 2005
PLI Brokerage 2000 - 2005
CBIZ Insurance 1998 - 2000
Sigel Insurance Group 1988 - 1997
General Accident Insurance 1985 - 1988
General Information Systems 1984 - 1985
Skills
Insurance, Property & Casualty..., Risk Management, Family Office, Casualty, Leadership, Public Speaking, Professional Liability, Liability, Brokers, Commercial Insurance, Underwriting, Financial Risk, Liability Analysis, General Insurance, Social Media, Financial Services, Homeowners, Legal Liability, Life Insurance, Health Insurance, Wealth Management, Investments, Umbrella Insurance, Employment Practices..., Commercial Lines, Excess, Claim, Mergers & Acquisitions, Disability Insurance, Term Life Insurance, Workers Compensation, D&O, Risk Management for..., Risk, Homeowners Insurance, Inland Marine
Education
University of Notre Dame 1980 — 1984
Bachelor of Arts, Government
St. Joseph's Prep 1976 — 1980
USI Insurance Services April 2005 - Present
United States Air Force June 1981 - December 1995
Skills
Property & Casualty..., Health Insurance, Commercial Insurance, Underwriting, Employee Benefits, Brokers, Workers Compensation, Account Management, Life Insurance, Professional Liability, General Insurance, Umbrella Insurance, Claim, Employment Practices..., Casualty Insurance, Liability
Education
University of Maryland University College
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services November 2007 - May 2014
Wells Fargo November 2006 - November 2007
Wells Fargo Financial January 2006 - November 2006
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Personal Lines Auto, Homeowners, Banking, Professional Liability
Education
University of Jamestown 2001 — 2005
Bachelor's Degree, Business Administration, Concentrations in Accounting & Personal Financial Planning
USI Insurance Services September 2015 - Present
Skills
Sales, Customer Service, Health Insurance, Employee Benefits, Insurance, Managed Care, Enterprise Software, Training, Leadership, Benefits Administration, Process Improvement, Outlook, Health Savings Accounts, Human Resources, Customer Satisfaction, Healthcare, Account Management, Call Centers, Medicare, Team Building, Public Speaking, Management
Education
University of Richmond 2013 — 2016
Master
University of Rhode Island 1998 — 2001
BA
USI Insurance Services July 1985 - Present
Skills
Property & Casualty..., Liability, Underwriting, Commercial Insurance, Casualty Insurance, Workers Compensation, Umbrella Insurance, General Insurance, Claim, Insurance, Professional Liability, Legal Liability
Education
University of Phoenix 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Frank H. Furman, Inc. May 2015 - Present
Advanced Insurance Underwriters October 2011 - May 2015
USI Insurance Services August 2008 - October 2011
Smith Watson Parker Insurance January 2006 - August 2008
Kornreich-NIA July 1983 - January 2006
Skills
Workers Compensation, Homeowners, Legal Liability
Education
University of Phoenix 2007 — 2008
MBA, Master's in Business Adminstration
University of Phoenix 2003 — 2007
Bachelor of Sciene, Business Management
Hub International April 2013 - Present
USI Insurance Services July 2010 - June 2012
Hub International May 2009 - July 2010
Skills
Property, Marketing Strategy, Cold Calling, Strategic Planning, Microsoft Excel, New Business Development, Commercial Insurance, Workers Compensation, Insurance, Sales, Customer Service
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Marketing/Marketing Management, General
Patra Corporation March 2015 - Present
Arthur J. Gallagher & Co. February 2003 - September 2014
USI Insurance Services August 2000 - January 2003
Bell-Anderson Insurance June 1992 - August 2000
Skills
Agency Management..., Quoting new business., Professional Liability, Experience with all..., Medical Terminology, Studied Latin & Spanish, Casualty Insurance, Commercial Insurance, Property & Casualty..., Brokers, Underwriting, Liability, Umbrella Insurance, Legal Liability, General Insurance, Claim, Employment Practices..., Workers Compensation, Inland Marine, D&O
Education
University of Missouri-Kansas City 1977 — 1978
Business courses
Independence Health Occupations 1976 — 1976
Certificate, Medical Assistant
Northside Prep, Atlanta, GA 1973 — 1975
High School, General studies
Lockton Companies October 2002 - Present
USI Insurance Services May 1999 - October 2002
Aetna May 1987 - April 1999
Skills
Actuarial, Employee Benefits, Actuarial Science, Strategy, Risk Management, Underwriting, Health Insurance, Analysis, Human Resources, Insurance, Brokers, Vendor Management, Claim, Life Insurance, Financial Analysis, Health Care Reform, Disability Insurance
Education
University of Pittsburgh 1983 — 1987
BS, Mathematics
USI Insurance Services January 2014 - Present
USI Midwest 2013 - Present
WFL January 2010 - December 2012
Liberty Mutual Insurance May 2006 - December 2010
Skills
Risk Management, OSHA Regulations, Employee Safety, Occupational Health, Property & Casualty..., Insurance, Workers Compensation, Risk Assessment, Workplace Safety, Construction Safety
Education
University of Missouri-Columbia 2002 — 2006
IE, Engineering
Kforce Inc March 2015 - Present
Self Employed January 2014 - April 2015
Boogie Wipes June 2008 - February 2014
USI Insurance Services July 2002 - December 2007
Columbia River Mental health Services December 1994 - October 1998
Skills
Sales Management, Marketing Strategy, New Business Development, Strategic Planning, Sales, Account Management, Negotiation, Customer Service, Product Development, Marketing, Key Account Management, Retail, Product Marketing, Sales Operations, Strategy, Business Planning, Leadership, Management, Social Media
Education
St. Mary's University 1992 — 1994
Master of Science (M.S.), Industrial and Organizational Psychology
University of Oregon 1987 — 1991
Bachelors of Science, Psychology
USI Insurance Services April 2011 - Present
Vertafore July 2006 - March 2011
The University of Georgia January 2006 - May 2006
Skills
SQL, Visio, Software Implementation, Insurance, Consulting, VBScript, Microsoft SQL Server, Project Management, Instructor-led Training, Technical Presentations, Problem Solving, Salesforce.com, XML, Training, SaaS, Software Project..., Visual Basic, Business Process, Business Analysis, Access, Testing, SDLC, SharePoint, Business Intelligence, Management, Requirements Gathering, Integration, Software Documentation, Databases, Agile Methodologies, Professional Services, Vendor Management, Requirements Analysis, Enterprise Software, Inspiration, CRM, Business Process..., Software Development, Process Improvement, Cloud Computing, Data Warehousing
Education
University of Georgia - Terry College of Business 2004 — 2006
BBA, MIS
JGS Insurance October 2013 - Present
USI Insurance Services March 2009 - July 2011
Liberty Mutual September 2005 - March 2009
Liberty Mutual Group 2005 - 2009
Skills
Commercial Insurance, Health Insurance, Customer Service, Legal Liability, Property & Casualty..., Workers Compensation, Insurance, Sales, Underwriting, Risk Management, Brokers, Professional Liability, Casualty Insurance, General Insurance, Liability
Education
University of North Carolina at Greensboro 1999 — 2003
BS, Operations Management
Mirador Real Estate March 2015 - Present
Pan Am Equities, Inc. August 2014 - Present
UM WW January 2014 - March 2014
Forbes Magazine April 2013 - August 2013
USI Insurance Services August 2012 - March 2013
KCD May 2011 - August 2011
DKC News May 2010 - August 2010
Skills
Cision, Press Releases, Publicity, Media Relations, Public Relations, Employee Benefits, Business Development, Events Coordination, SPDs, BenefitPoint, Zywave, HR connection, Event Planning, Strategic Communications, Manage Client..., Audits of Employee..., Project Management, Editing, Blogging, Event Management, Social Networking, Facebook, Public Speaking, Social Media, PowerPoint, Microsoft Word
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (B.A.), Communication, with a concentration in Counseling and Personnel Services, and American History
WebMD September 2013 - Present
Truven Health Analytics January 2013 - September 2013
USI Insurance Services May 2009 - January 2013
State Street Bank & Trust August 2007 - May 2009
Wheelabrator Technologies January 2007 - May 2007
SAU 37 - Manchester School District January 2006 - May 2007
Skills
SAP, Microsoft CRM, BPC, Microsoft Office 2007, Excel, Multi-Currency Horizon, Sagitta, Microsoft Excel, Analysis, Health Insurance, Pivot Tables, Oracle Discoverer, Oracle Applications, TM1, Cognos, Concur, Basware, Auditing, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2007
Business Administration, Finance
USI Insurance Services March 2000 - Present
Sedgwick / Marsh 1989 - 2000
Skills
Risk Management..., Property & Casualty..., Commercial Insurance, Workers Compensation, Professional Liability, Insurance, Small Business, 401k, Account Management, Brokers, Captives, Casualty, Claim, Claims Management, Commercial Lines, D&O, Disability Insurance, Employee Benefits, Employment Practices..., Excess, Fixed Annuities, General Insurance, Health Insurance, Health Savings Accounts, Inland Marine, Legal Liability, Liability, Liability Analysis, Life Insurance, Long-term Care, Reinsurance, Retirement, Risk Management, Term Life Insurance, Umbrella Insurance, Underwriting, CPCU, Accident, Insurance Brokerage, COBRA, Whole Life, Group Insurance, Litigation Management, Casualty Insurance
Education
University of Mississippi 1984 — 1988
BBA, Business
USI Insurance Services December 2012 - Present
The Protector Group February 2011 - December 2012
Benefit Resource July 2008 - January 2011
Titan Insurance and Employee Benefits August 2006 - July 2008
ADP 2001 - 2006
Skills
Employee Benefits, Group Health, Benefits, Dental, Health, Health Savings Accounts, Wellness Programs, Flexible Spending..., Benefits Administration, HRIS, Group Benefits, Insurance, Health Insurance, Customer Relations, Cafeteria Plans, COBRA, ADP, Negotiation, Consultative Selling, Compliance, FMLA, Strategic Planning, Account Management, Employee Relations, Plan Design, FSA, Healthcare, Team Building, Performance Management, New Business Development, Payroll, HIPAA, Payroll Processing, Vendor Relations, Public Speaking, Employee Wellness, Business Planning, Sales, Sales Operations, Brokers, Health Care Reform, Disability Insurance
Education
University of Maine 1986 — 1991
University of Maine 1986 — 1991
Bachelor of Science (B.S.), Political Science and Government
University of Pennsylvania - The Wharton School
Certified Employee Benefits Specialist(CEBS), GBA
USI Insurance Services September 2015 - Present
Benefit Controls Companies August 2014 - Present
Hub International January 2009 - August 2014
Knauff Insurance August 2005 - December 2009
D.L. Davis & Company July 2000 - July 2005
Unicon Concrete December 1995 - May 2000
Skills
Employee Benefits, Insurance, Brokers, Health Insurance, Sales, Customer Service, Contests, Account Management, Absenteeism, Management, New Business Development, Negotiation, Disability Insurance, Benefits Administration, HRA, Corporate Wellness, Project Management, Multi-state Payroll..., Payroll Taxes, Payroll Conversions, Payroll, Database Design, HRIS, Microsoft Office, Microsoft Excel, Microsoft Word, Newsletters, Problem Solving, PowerPoint, User Experience, Training, Strategic Planning, Human Resources, Claim, Leadership, Corporations, Deferred Compensation, Life Insurance, Health Savings Accounts, Employee Relations, Small Business, Underwriting, Analysis, Healthcare, Workers Compensation, Recruiting, Open Enrollment, Marketing, Employee Wellness..., Long-term Care
Education
University of North Carolina at Greensboro 1989 — 1993
B.S., Business, Information Systems/Operations Management
University of North Carolina at Greensboro
Information Systems and Operations Management - Business, Information Systems, Operations Management
USI Insurance Services November 2014 - Present
Willis May 2010 - Present
Skills
CISR Designation, Brokers, Commercial Insurance, Casualty, Commercial Lines, D, General Insurance, Liability, Professional Liability, Property
Education
University of Iowa 1996 — 1999
Bachelor's degree, Psychology/Business
USI Insurance Services February 2014 - Present
Varney Insurance Agency September 2011 - January 2014
Northeast Bank Insurance Group February 2007 - September 2011
Sturtevant & Ham, inc. Insurance Agency February 1991 - December 2006
Lee Auto May 1991 - February 1992
Lee Auto Malls 1988 - 1991
Skills
Insurance, Commercial Insurance, Commercial Lines, Workers Compensation, Leadership, Property & Casualty..., Umbrella Insurance, Customer Service, Professional Liability, Risk Management, Retail, Restaurants, Trucking, Golf Courses, Construction, HVAC, Excavation, Electrical Industry, Casualty, Sales, Casualty Insurance, Management, Underwriting, Liability, Strategic Planning, Account Management, New Business Development, General Insurance
Education
University of Maine 1982 — 1986
Bachelor of Science, Business
Livermore Falls High School 1978 — 1982
College/University Preparatory and Advanced High School/Secondary Diploma Program
USI Insurance Services March 2003 - Present
NAHU July 2014 - Present
Arizona Association of Health Underwriters June 2011 - June 2014
Greater Phoenix Association of Health Underwriters June 2010 - June 2011
Alliance for Affordable Services October 2001 - March 2003
Workplace Safety Specialists August 2000 - October 2001
Arizona State Hospital (AZ Dept of Health Services) August 1997 - October 2000
Skills
Financial Analysis, Employee Benefits, PPACA Compliance, Employee Engagement, Wellness Solutions, Employee Productivity, Self Funding, 401k, Employee Communication, Health Care Reform, Internal Communications, Strategy, Health Savings Accounts, Benefits Administration, Health Insurance, Self-funded, Brokers, Training, Disability Insurance, Insurance, Leadership, Strategic Planning, Life Insurance, Underwriting
Education
University of Pittsburgh 1992 — 1997
Bachelor of Science, Exercise Physiology
USI Insurance Services February 2010 - Present
Off Topic Productions June 2009 - Present
Deloitte 2004 - 2010
Skills
Budgets, Financial Modeling, Accounting, Forecasting, Auditing, Account Reconciliation, Financial Analysis, Social Media, Variance Analysis, Business Strategy, Payroll, Entrepreneurship, Strategic Planning, Microsoft Excel, Business Analysis, Internal Controls, Social Networking, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor's degree, Accounting and Finance, GPA: 3.986/4.0
USI May 2004 - Present
USI Holdings Corp. 2004 - Present
USI Insurance Services May 2004 - October 2011
Holliday Fenoglio Fowler July 2003 - May 2004
ADP December 1997 - May 2003
CBI Laboratories 1996 - 1998
Education
University of North Texas 1989 — 1993
BA, General Studies: Business, Psychology, English
USI Insurance Services June 2015 - Present
First Merchants Corporation March 2014 - June 2015
Pillar Group Risk Management, Inc. January 2013 - March 2014
myCOI June 2012 - December 2012
Pillar Group Risk Management, Inc. January 2010 - June 2012
Pillar Group April 2006 - January 2010
The Braman Agency, LLC January 2000 - November 2005
Skills
Surety Bonds, Risk Management, Umbrella Insurance, Insurance, Underwriting, General Insurance, Workers Compensation, Employment Practices..., Casualty, Legal Liability, Inland Marine, D&O, Liability, Excess, Claims Management, Liability Analysis, Health Insurance, Surety, New Business Development, Directors & Officers..., Brokers, Account Management, CPCU, Customer Service, Sales, Claim, Insurance Brokerage
Education
University of Iowa 1995 — 1998
NFP August 2014 - Present
Altus Specialty Group August 2010 - Present
USI New England January 2009 - August 2010
USI Insurance Services January 2006 - August 2010
Realty direct 2004 - 2006
arthur j gallagher 1994 - 2004
New York Life Insurance Company 1988 - 1998
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Health Insurance, Brokers, Workers Compensation, Employee Benefits, D&O, Professional Liability, Employment Practices..., Legal Liability, Disability Insurance, Casualty, Umbrella Insurance, Commercial Lines, Liability, Inland Marine, Surety Bonds, Captives, Risk Management, Diversity & Inclusion, General Insurance, Reinsurance
Education
University of New Hampshire 1984 — 1988
Wharton School of Business
Wharton School of Business
natick
USI Insurance Services November 2014 - Present
Avon 2012 - 2014
The Stroud Company December 2011 - November 2012
IntegraMed America March 2007 - November 2011
PepsiCo August 2004 - May 2006
Towers Watson April 2002 - July 2004
Dolce International April 2001 - January 2002
Hilton Hotels Worldwide June 1999 - April 2001
LifeWork Strategies, Inc. January 1997 - December 1998
Skills
Employee Relations, Onboarding, Deferred Compensation, Performance Management, Talent Management, HRIS, Benefits Administration, Human Resources, HR Policies, Project Management, HR Transformation, HRIS Implementation, HRIS Process, Epicor HCM, SaaS, PeopleSoft, Benefits Design, HR Software, iVantage, HR Consulting, Strategic HR, Microsoft Project, SAP, ADP Payroll, ADP ReportSmith, ADP E-Time, Employment Law, Diversity, Organizational..., 401k, Crystal Reports, Microsoft Report Builder, Microsoft Office, iVantage HRIS, OrgPublisher, Experienced Business..., HRIS Management, Labor Relations, Report Building, Reporting Metrics, User Interface Design, Benefits Analysis, Benefits Management, Vendor Management, Leadership, Temporary Placement, Change Management, Succession Planning, FMLA, New Hire Orientations
Education
University of Maryland College Park 1994 — 1998
Bachelor of Science (BS)
University of Maryland University College
USI Insurance Services September 2012 - Present
Brown & Brown of CT June 2010 - September 2012
HD Segur, Inc February 2007 - June 2010
HD Segur, Inc June 2006 - February 2007
First Insurance, Inc October 2005 - June 2006
First Insurance, Inc June 1999 - October 2005
Skills
Liability, Underwriting, Insurance, Workers Compensation, Microsoft Word, Legal Liability, AMS Sagitta, Microsoft Office, Outlook, Public Entities, Professional Liability, Umbrella Insurance, Commercial Lines, Employment Practices..., Inland Marine, Customer Service, Commercial Insurance, General Insurance, Property, Property & Casualty..., Casualty Insurance, Marketing, Property
Education
University of Hartford 2000 — 2004
BA, History & Modern Languages, 3.24 cumulative GPA
Southington High School 1996 — 2000
High School, General Studies
HM Insurance Group September 2013 - Present
USI Insurance Services May 2011 - September 2013
EquityKey June 2008 - January 2010
Balboa Insurance Group March 2004 - June 2008
Skills
Premium Negotiations, Analytics, Employee Benefits, Contribution Modeling, Self Funding, Claims Analysis, Underwriting, Self-funded, Workers Compensation, Marketing Strategy, Disability Insurance, Health Care Reform, Analysis, Health Insurance, Healthcare, Health Savings Accounts, Management, Project Management, Brokers, Financial Analysis, Life Insurance, Microsoft Office, Budgets, Reinsurance, Process Improvement, Benefits Administration, Business Development, Microsoft Excel, Strategic Planning, Voluntary Employee..., Leadership, Casualty, Term Life Insurance, Commercial Insurance, COBRA, Dentistry, New Business Development, Human Resources, Marketing, Critical Illness, Managed Care, Insurance, Account Management, Employee Wellness
Education
University of Phoenix 2005 — 2006
BS, Busines
The Frontline Group January 2010 - Present
The Frontline Group March 2003 - January 2010
USI Insurance Services March 2000 - February 2003
North American Medical Managment February 1999 - March 2000
Harbor Financial Mortgage Corporation June 1995 - January 1999
Skills
Business Analysis, SharePoint, Process Improvement, Microsoft Certified..., Network Administration, Business Process..., Project Management, Disaster Recovery, Management, Web Analytics, Web Design, Project Planning, IT Service Management, PMP, Microsoft Exchange, Leadership, Customer Service
Education
University of Phoenix 2008 — 2009
MIS, Technology
University of Phoenix 2004 — 2008
BS, Business
USI Insurance Services June 2013 - Present
Coporate Synergies Group October 2009 - June 2013
Gallagher Benefit Services August 2008 - January 2010
Corporate Synergies Group July 2005 - August 2008
Skills
Insurance, Health Savings Accounts, Managed Care, Salesforce.com, Medicare, Disability Insurance, New Business Development, Sales Management, Healthcare, Sales, Underwriting, COBRA, Life Insurance, CRM, Strategy, Sales Process, Customer Service, Benefits Administration, Process Improvement, Account Management, Business Development, Employee Benefits, Health Insurance
Education
University of Hartford
MBA, Organizational Development
University of Pittsburgh
BS, Education
Wells Fargo Advisors, LLC. January 2013 - Present
USI Insurance Services September 2012 - January 2013
TD Insurance November 2009 - October 2012
Associated Builders and Contractors April 2005 - December 2009
Pittsburgh Penguins June 2000 - June 2000
Skills
Public Speaking, Customer Relations, Industry Liaison, Customer Service, CRIS, Construction Risk &..., Power Skating, Board of Director..., Non-profit Leadership, Non-profit Director, Account Management, Strategic Planning, Workers Compensation, Risk Management, Government Liason, Sales, Insurance, Board of Directors, Investments, Relationship Management, Financial Services, Portfolio Management, Finance, Nonprofits, Social Media, Marketing, Contract Negotiation, Construction, Retirement, Networking, Sales Management, Customer Engagement
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Business
North Allegheny High School
North Allegheny High School
North Catholic High School
Benefit Fiduciary Group January 2011 - Present
USI Insurance Services July 2007 - January 2011
Benefit Trust Corporation April 1998 - June 2007
Mutual of America 1994 - 1998
Skills
ERISA, Employee Benefits, Retirement Planning, Insurance, 401k, Qualified Retirement..., Health Savings Accounts, Disability Insurance, Retirement, Defined Benefit, Life Insurance, Benefits Administration, Health Insurance, Retirement Plan..., Group Insurance, Profit Sharing
Education
University of North Carolina at Chapel Hill 1988 — 1992
Grimsley High School
USI Insurance Services September 2008 - Present
American General Life Companies January 2000 - November 2008
American General September 2000 - September 2008
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Leadership, Sales, Property & Casualty..., Finance, Life Insurance, Underwriting, Brokers, Health Savings Accounts, Strategy, Business Planning, Claim
Education
University of Maine 1977 — 1981
BS, Finance and Marketing
Somerset High School
Marketing
USI Insurance Services 2000 - Present
USi 1999 - Present
USI New England September 1996 - Present
Warburton Insurance September 1990 - September 1996
Skills
Brokers, Professional Liability, Insurance, Workers Compensation, Manufacturing, Real Estate, Hospitality, Underwriting, Legal Liability, D&O, Commercial Lines, Casualty, Seafood, Sales, Executive Management, New Business Development, Risk Management, Account Management, Business Planning, Property & Casualty..., Commercial Insurance, Financial Risk, Reinsurance, Inland Marine, Liability, Insurance Brokerage, Captives, Self-funded, Surety Bonds, Employment Practices..., Umbrella Insurance, Health Insurance, Health Savings Accounts, Disability Insurance, Employee Benefits, Excess, General Insurance, Claim, CPCU, Directors & Officers..., Sales Management, Claims Management, Liability Analysis, Life Insurance, Marine Insurance, Health Care Reform, COBRA, Accident, Term Life Insurance, Long-term Care
Education
University of Rhode Island 1977 — 1980
BS, Insurance
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services November 2007 - May 2014
Skills
Health Insurance, Employee Benefits, Insurance, Underwriting, Process Improvement, Mortgage Lending, Customer Service, Disability Insurance, Loans, Term Life Insurance, Brokers, Commercial Insurance, Life Insurance, Legal Liability, Workers Compensation, Liability, Long-term Care, Professional Liability, Property & Casualty..., D&O, Claim, Employment Practices..., Casualty, Umbrella Insurance, Medicare, Fixed Annuities, Commercial Lines, General Insurance, Risk Management, Health Savings Accounts, Reinsurance, Financial Risk, Employee Wellness, Claims Management, Relationship Management, Financial Services, Benefits Administration, Strategic Financial..., Healthcare Consulting
Education
University of Louisville 1996 — 2001
Bachelor of Arts (B.A.), English
USI Insurance Services May 2015 - Present
Greater New York Insurance Company August 2012 - March 2014
Reaissance Group August 2008 - April 2012
Renaissance GroupCommercial Carrier Representative August 2007 - April 2012
Renaissance GroupCommercial Carrier Representative August 2007 - April 2012
Marketing Associates Insurance January 2005 - July 2007
Marketing Associates Insurance January 2005 - July 2007
Doren Insurance Agency September 1997 - January 2005
Doren Insurance Agency September 1997 - January 2005
Education
University of Massachusetts
BA, Sociology
University of Massachusetts
BA, Sociology
University of Massachusetts Boston
Bachelor of Arts (B.A.), Sociology
InCite Performance Group October 2011 - Present
The Ambassador Group September 2011 - Present
Learning Rx - Louisville October 2010 - Present
Seven Counties Services March 2011 - May 2013
Seven Counties Services March 2009 - May 2013
Insuramax Risk Services April 2008 - October 2011
USI Insurance Services March 2007 - March 2008
Wachovia, A Wells Fargo Company June 2005 - March 2007
Federated Insurance November 2002 - June 2005
Skills
Insurance, Workers Compensation, Commercial Insurance, Employee Benefits, Professional Liability, Property & Casualty..., Risk Management, Public Speaking, Strategic Planning, Team Building, Brokers, Legal Liability, Underwriting, Coaching, Health Insurance, Leadership, New Business Development, Policy, Executive Management, Program Management, Process Improvement, Training, Management Consulting, Leadership Development, Budgets, Small Business, Liability, Sales, Umbrella Insurance, Casualty, Management, Enterprise Risk..., General Insurance, Captives, Reinsurance, Analysis, Financial Risk, Finance, Casualty Insurance, Anger Management, Buddhism, Jin Shin Jyutsu, Jump Rope, Old English, Organized Crime, Puppets, Workplace Violence
Education
University of Kentucky 1997 — 2002
BA, Integrated Strategic Communications
Lockton Insurance Brokers September 2006 - Present
San Diego HR Forum January 2013 - October 2013
NHRA - San Diego Affiliate March 2012 - December 2012
USI Insurance Services 2003 - 2006
Barney & Barney 2000 - 2003
Skills
Insurance Brokerage, Risk Management, Employee Wellness..., Benefits Administration, Health Care Reform, Compensation & Benefits..., Insurance, Sales Management, Employee Benefits, Consulting, Underwriting, Health Savings Accounts, Health Insurance, Workers Compensation, Mergers & Acquisitions, Brokers, Strategic Planning, Human Resources, Healthcare, FMLA, Health & Welfare -..., Employee Benefits Design, Healthcare Consulting, International Benefits, Health Risk Solutions, Total Rewards Strategies, M&A support, Wellness, Disability Insurance, 401k, COBRA, Employee Wellness, Management, Life Insurance, Commercial Insurance, Property & Casualty..., Managed Care, Finance, Claim, Casualty, Long-term Care, Employment Practices..., Professional Liability, Executive Management, Term Life Insurance, Reinsurance, General Insurance, Legal Liability, D&O, Accident
Education
University of Phoenix-San Diego Campus 1996 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
BYU-Idaho 1991 — 1993
Sports Medicine
USI Insurance Services September 2014 - Present
Knight Insurance Group July 2013 - July 2014
SFM Insurance January 2004 - July 2013
SFM Insurance August 2007 - November 2009
SFM Insurance January 2004 - August 2007
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Customer Service, Sales, Account Management, Personal Lines Insurance
Education
University of Pittsburgh 1976 — 1980
BS, Psychology
RT Specialty January 2014 - Present
Risk Placement Services, Inc. August 2010 - January 2014
Cooper Gay August 2009 - September 2010
Aon September 2007 - August 2009
USI Insurance Services 2004 - 2006
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Commercial Lines, Reinsurance, Excess, New Business Development, Excess & Surplus Lines, Spanish, Property, Insurance Brokerage, Golf, Inland Marine
Education
University of Maine 2001 — 2005
Bachelors, Business - Finance
Wallkill high school
Meadowbrook Insurance Group, Inc. June 2014 - Present
USI Insurance Services September 1993 - June 2014
Skills
Customer Service, Commercial Insurance, Underwriting, Property & Casualty..., Workers Compensation, Risk Management, Management, Microsoft Office, Strategic Planning, Insurance
Education
University of Massachusetts Lowell 1988 — 2000
Bachelors, Criminal Justice
USI Insurance Services August 2014 - Present
University Hospital Louisville November 2007 - July 2014
Jefferson County Public Schools, Health Promotion Schools of Excellence October 2005 - October 2007
YMCA Downtown Branch, Louisville, KY October 2003 - October 2005
Skills
Wellness, Wellness Coaching, Employee Engagement, Employee Training, Leadership Development, Healthcare Management, Program Development, Training Delivery, Employee Wellness, Health Promotion, Health Education, Prevention, Hospitals, Corporations, Healthcare, Disease Management, Public Health, Program Evaluation, Nursing, Managed Care, Stress Management, Clinical Research, Case Managment, Healthcare Information..., health and productivty
Education
University of Louisville 1985 — 1988
MS, Health Promotion/Community Development
USI Insurance Services January 2010 - Present
Barclays Capital (formerly Lehman Brothers) September 2008 - January 2010
Lehman Brothers 2006 - 2008
Coach 2002 - 2006
PhoneFree.com 1999 - 2001
Skills
Financial Modeling, Forecasting, Corporate Finance, Valuation, Financial Analysis, Business Intelligence, Corporate FP&A, Capital Markets, Rating Agency Relations, Board of Directors..., Strategic Financial..., Financial Reporting, Acquisition Integration, MD&A, Investor Relations
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Entrepreneurship / Innovation
University of Michigan
Bachelor of General Studies, Math, Literature, Computer Science
First Insurance Agency January 2009 - Present
USI Insurance Services March 2004 - January 2007
Rosenthal Agency 1994 - 2002
Skills
Casualty, Insurance, Customer Service, Liability, Underwriting, Commercial Insurance, Claim, Process Improvement, Strategic Planning, Small Business, Workers Compensation, Risk Management, Property & Casualty..., General Insurance, Commercial Lines
Education
University of New Orleans
USI Insurance Services October 2014 - Present
Liberty Mutual Insurance August 2011 - Present
Liberty Mutual August 2010 - August 2011
Red Wing Shoe Co. October 2007 - August 2010
Skills
Time Management, Account Management, Insurance, Underwriting, Teamwork, Customer Service, Sales, Retail, Loss Prevention, Access, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Databases, Financial Risk, SharePoint, Photoshop, Adobe Creative Suite, Adobe Acrobat, Commercial Insurance, Risk Management, Finance, Property, Inventory Management, Liability, Team Building, Telephone Skills, Life Insurance, Data Entry, Outlook, Brokers, Process Improvement, Excess, Pricing, Building Relationships, Spreadsheets, Training, Analysis, Critical Thinking, Office Management, Employee Training, Property, CPCU
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Arts (BA), History
AIG April 2014 - Present
AIG January 2010 - March 2014
USI Insurance Services December 2003 - January 2010
CNA 2001 - 2003
Kemper Insurance 2000 - 2001
Crum & Forster 1973 - 2000
Skills
Business Development, Property & Casualty..., Management, Commercial Insurance, Commercial Lines, Account Management, Executive Management, Marketing, Sales Operations, Insurance, Casualty, Professional Liability, Risk Management, Forecasting, Team Management, Legal Liability, D&O, Sales & Marketing..., Business Process..., Business Planning, Operations Management, Office Administration, Operating Budgets, Marketing Management, Human Resources, Leadership, Team Leadership
Education
University of Phoenix
Business Management
USI Insurance Services August 2011 - Present
Faith Asset Management, LLC December 2010 - August 2011
University of Hartford September 2009 - August 2011
Volvo Aero Corporation October 2010 - December 2010
Zurich Financial Services June 2010 - August 2010
Gallery Digital Imaging Services May 2010 - August 2010
Windham Gardens 2010 - 2010
Skills
Underwriting, Commercial Insurance, Insurance, Property & Casualty..., Liability, Microsoft Office, Professional Liability, Workers Compensation, Reinsurance, General Insurance, Health Insurance, Commercial Lines, Legal Liability, Casualty, Brokers, Casualty Insurance, Claim
Education
University of Hartford 2007 — 2011
B.S., Business Administration; Economics and Finance
The Lynoxx Group, LLC. February 2013 - Present
USI Insurance Services August 2007 - October 2009
HSBC April 2005 - July 2007
Frenkel & Company 2003 - 2005
Shay Financial Services, Inc. 2001 - 2003
Tri Arc Financial 1993 - 2001
Skills
Mining, Geology, Insurance, Finance, Policy, Equities, Due Diligence, Mergers, Risk Management, Business Strategy, Contract Negotiation, Strategic Planning, Negotiation, Management Consulting, New Business Development, Budgets, Business Development, Energy, Business Planning, Operations Management, Mergers & Acquisitions, Strategy, Underwriting, Executive Management
Education
The University of Montana 1980 — 1984
Bachelor's degree, Computer Science
Nationwide December 2010 - Present
USI Insurance Services May 2003 - May 2010
Skills
Sales, Marketing, Not for Profit, Workers Compensation, Insurance, Underwriting, Fundraising, Casualty, Commercial Insurance, Property & Casualty..., Professional Liability, Liability, Casualty Insurance, Legal Liability
Education
University of Illinois at Chicago
B.A., Political Science
SIGA Technologies, Inc. 2011 - Present
Daniel J. Luckshire LLC 2009 - 2010
Merrill Lynch 1998 - 2008
USI Insurance Services 1995 - 1996
Price Waterhouse 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance / Strategic Management
Villanova University 1988 — 1992
BSA, Accounting
USI Insurance Services November 2008 - Present
Travelers Insurance September 2003 - November 2008
Aetna 1988 - 1996
Skills
Claims, Insurance, Workers Compensation, General Liability, Liability, Professional Liability, Commercial Insurance, Claims Management, Insurance Claims, Subrogation, Property Damage, Coverage, Litigation, Mediation, Product Liability, Property & Casualty..., Casualty, Commercial Lines, Customer Service, Auto Liability, Personal Injury, Customer Relations, Umbrella, Negotiation, Contract Negotiation, Adjusting, Customer Satisfaction, D&O, Investigations, Claims Administration, Inland Marine, Brokers, Claim, Legal Liability
Education
Delgado Community College 1989 — 1993
Business Admin
University of New Orleans
Bateman, Gordon & Sands, Inc. September 2010 - Present
BLUE CROSS BLUE SHIELD OF FLORIDA October 2008 - January 2010
USI Insurance Services 2010 - 2010
GATEWAY INSURANCE AGENCY December 2006 - August 2008
WINK TV June 2006 - September 2006
Education
University of Miami
Bachelor of Science, Broadcast Journalism and Political Science
USI Insurance Services March 2015 - Present
Homesite Insurance November 2013 - January 2015
MetLife Auto & Home May 2002 - March 2013
National Grange Mutual November 2000 - May 2002
Hanover Insurance Company February 1990 - October 2000
Skills
Personal Injury, Liability, Liability Analysis, Insurance, Subrogation, Customer Service, Litigation, Commercial Lines, Property Claims, Leadership, Legal Liability, Risk Management, Casualty, Litigation Management, Vendor Management, Process Improvement, Mediation, Property Damage, Claim, Professional Liability, Analysis, Claims Management, Property & Casualty..., Data Analysis, Negotiation, Product Liability, Settlement, Insurance Law, Casualty Claims, Commercial Insurance, Workers Compensation, Claims Investigations, Claims Resolution, Claim Investigation, Underwriting, Casualty Insurance
Education
University of New Hampshire 1983 — 1987
BA, English/Political Science
USI Insurance Services March 1989 - Present
Skills
Insurance, Commercial Insurance, Property & Casualty..., Commercial Lines, General Liability, Workers Compensation, Texas Non Subsription, Property, Legal Liability, Liability, Brokers, Risk Management, Casualty, Professional Liability, Employment Practices..., Umbrella Insurance, Underwriting, General Insurance, Excess, Health Insurance, Life Insurance, Casualty Insurance
Education
University of Oklahoma 1971 — 1974
BST January 2012 - Present
Cetera Financial Group 2012 - 2012
The Gulfstream Group October 2010 - December 2011
USI Insurance Services 2005 - 2010
Talbot Financial Corp 1992 - 2005
Skills
Insurance, Property & Casualty..., Workers Compensation, General Insurance, Commercial Insurance, Underwriting, Professional Liability, Liability, Casualty, Health Insurance, Brokers
Education
University of Notre Dame 1982 — 1986
BBA, Concentration in Accounting
Lockton Companies March 2006 - Present
Lockton Companies March 2006 - Present
USI Insurance Services September 2003 - March 2006
USI Affinity 2003 - 2006
Skills
Commercial Insurance, Property & Casualty..., Brokers, Underwriting, Employment Practices..., Professional Liability, D&O, Casualty, Liability, Umbrella, Account Management, Inland Marine, Wholesale, Workers Compensation, Fiduciary Liability, Excess, Customer Relations, Renewals, Insurance
Education
University of Phoenix-Southern California Campus 2001 — 2004
Bachelor of Science (BS), Accounting/Business, 3.72 GPA
Green & Halliburton Insurance & Financial Services June 2011 - Present
USI Insurance Services November 2001 - March 2011
Education
University of Kentucky
B.A., Public Management
USI Insurance Services December 2014 - Present
Baldwin-Cox Agency, LLC July 2013 - December 2014
MSF Insurance Group June 2011 - July 2013
Costanza Insurance Agency, Inc. October 2008 - June 2011
El Dorado Insurance Agency, Inc. June 2007 - October 2008
International Investigators August 1997 - June 2007
Skills
Sales, Training, Risk Management, Risk Assessment, Sales Management, Account Management, Business Development, Professional Liability, Business Strategy, Workers Compensation, Liability, Legal Liability, Management, Microsoft Excel, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Casualty, Commercial Lines, Underwriting, Health Savings Accounts, Excess, Casualty Insurance
Education
University of North Texas
USI Insurance Services June 2008 - Present
Mastors and Servant Risk Services, Ltd. June 2008 - December 2010
AAA Southern New England May 2006 - June 2008
Bayberry Basket Company 1995 - 2006
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Legal Studies
HUB International July 2014 - Present
USI Insurance Services July 2012 - July 2014
Comprehensive Insurance Providers May 2011 - July 2012
Principal Financial Group March 2008 - May 2011
Northeast Business Trust November 2006 - March 2008
Northwestern Mutual 2004 - 2006
Skills
Disability Insurance, Health Insurance, Benefits Design, Employee Benefits, Health Savings Accounts, Workers Compensation, Term Life Insurance, COBRA, Benefits Administration, Brokers, Life Insurance, Insurance, Underwriting, 401k
Education
University of Massachusetts at Lowell 1998 — 2002
BS, Criminal Justice
PASI, LLC September 2008 - Present
USI Insurance Services April 2004 - September 2008
Devlin & Hale Associates January 1996 - February 2004
Skills
401k, ERISA, Retirement, Benefits Administration
Education
University of Maryland Baltimore County 1969 — 1973
Bachelor of Arts (BA), Elementary Education and Teaching
USI Insurance Services November 2002 - Present
USI Insurance Services 2002 - 2012
The Hanover Insurance Group 2000 - 2002
Skills
Claims Handling, Claims Resolution, Insurance, Property & Casualty..., Customer Service, Claim, Commercial Insurance
Education
University of New Hampshire 1996 — 2000
Bachelor of Arts (B.A.), Communication, General
USI Insurance Services June 2008 - April 2013
Skills
Microsoft Excel, English, Windows, Research, Teaching, Photoshop
Education
University of Louisville
b
Western Kentucky University
Associate of Arts (AA), Legal Administration
Macpage LLC April 2013 - Present
USI Insurance Services September 2007 - April 2013
Education
University of Nebraska-Lincoln
Bachelor's degree, Psychology
University of Southern Maine
Accounting Certificate
USI Insurance Services January 2013 - Present
USI Insurance Services July 2002 - June 2008
Skills
Commercial Insurance, Risk Management, Property & Casualty...
Education
University of Rhode Island 1988 — 1992
Bachelor’s Degree, Business Administration and Management