USI Insurance Services LLC
Industry: Company
DescriptionHeadquarters: Briarcliff Manor, NY Founded: 1994 Subsidiaries: USI Consulting Group, 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 LLC Employees
Employee
Years
Job
Industry
Jennifer L. Knickerbocker, CEBS Jennifer L. Knickerbocker, CEBS's USI Insurance Services LLC Experience March 2005 - Present
Job Senior Account Executive at USI Insurance Services, LLC
Industry Insurance
Experience
USI Insurance Services, LLC March 2005 - Present
Northwestern Mutual 2002 - 2005
Rogers Benefit Group 1996 - 2002
Skills
Health Insurance, Benefits Administration, Disability Insurance, COBRA, 401k, Human Resources, Open Enrollment, Health Savings Accounts, Cafeteria Plans, Benefits Design, ERISA, Contract and Benefit..., Financial and Market..., New Hire Orientations, FMLA, Insurance, Employee Wellness, Life Insurance, Flexible Spending..., Brokers, Workers Compensation, Term Life Insurance, Long-term Care, Deferred Compensation, Pensions, Underwriting, Claim, Group Insurance, Health Care Reform, Voluntary Employee...
Education
Wharton School, University of Pennsylvania 2005 — 2012
CEBS
The University of Connecticut School of Business 1988 — 1992
B.S., Business Management
USI Insurance Services, LLC March 2005 - Present
Northwestern Mutual 2002 - 2005
Rogers Benefit Group 1996 - 2002
Skills
Health Insurance, Benefits Administration, Disability Insurance, COBRA, 401k, Human Resources, Open Enrollment, Health Savings Accounts, Cafeteria Plans, Benefits Design, ERISA, Contract and Benefit..., Financial and Market..., New Hire Orientations, FMLA, Insurance, Employee Wellness, Life Insurance, Flexible Spending..., Brokers, Workers Compensation, Term Life Insurance, Long-term Care, Deferred Compensation, Pensions, Underwriting, Claim, Group Insurance, Health Care Reform, Voluntary Employee...
Education
Wharton School, University of Pennsylvania 2005 — 2012
CEBS
The University of Connecticut School of Business 1988 — 1992
B.S., Business Management
Todd Johnson JD, AIC, ARM, ARM-P Todd Johnson JD, AIC, ARM, ARM-P's USI Insurance Services LLC Experience November 2009 - Present
Job Senior Vice President at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC November 2009 - Present
Town of Tewksbury April 2007 - Present
Education
Suffolk University Law School 1988 — 1992
JD, Law
Merrimack College 1982 — 1987
BA, Political Science
USI Insurance Services LLC November 2009 - Present
Town of Tewksbury April 2007 - Present
Education
Suffolk University Law School 1988 — 1992
JD, Law
Merrimack College 1982 — 1987
BA, Political Science
Andy Zerbock Andy Zerbock's USI Insurance Services LLC Experience 2000 - Present
Job Vice President at USI
Industry Insurance
Experience
USI Insurance Services, LLC 2000 - Present
Summit Global Partners 2002 - 2005
AvMed Health Plans 1997 - 2000
Great West Life 1986 - 1990
Skills
Employee Benefits, Management, Professional Liability, Property & Casualty..., Health Insurance, Commercial Insurance, Casualty, Disability Insurance, Strategic Planning, Workers Compensation, Business Development, Leadership, Liability, Financial Analysis, Sales Management, Account Management, Negotiation, Strategy, Life Insurance, Term Life Insurance, Benefits Administration, Sales, Underwriting, Healthcare, New Business Development, Program Management
Education
American Intstitutes 2001 — 2003
ARM, Risk Management
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1984
BA, English
Moorestown High School
SHRM Referral
USI Insurance Services, LLC 2000 - Present
Summit Global Partners 2002 - 2005
AvMed Health Plans 1997 - 2000
Great West Life 1986 - 1990
Skills
Employee Benefits, Management, Professional Liability, Property & Casualty..., Health Insurance, Commercial Insurance, Casualty, Disability Insurance, Strategic Planning, Workers Compensation, Business Development, Leadership, Liability, Financial Analysis, Sales Management, Account Management, Negotiation, Strategy, Life Insurance, Term Life Insurance, Benefits Administration, Sales, Underwriting, Healthcare, New Business Development, Program Management
Education
American Intstitutes 2001 — 2003
ARM, Risk Management
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1984
BA, English
Moorestown High School
SHRM Referral
Jacob Stone Jacob Stone's USI Insurance Services LLC Experience September 2012 - Present
Job National Education Practice Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services LLC September 2012 - Present
TD Insurance Group 2008 - 2012
TD Banknorth Insurance Agency, Inc. 2004 - 2008
Banknorth Insurance Agency, Inc. 2000 - 2004
Palmer Goodell Insurance Agency, Inc. 1981 - 2000
Commercial Insurance Group, Inc. 1979 - 1981
James C. Haberman Insurance Agency 1977 - 1979
Aetna 1972 - 1977
Skills
Disability Insurance, Life Insurance, Risk Management, Liability, Casualty, Leadership, Sales, Strategic Financial..., Underwriting, Enterprise Risk..., Legal Liability, Executive Management, Financial Risk, Casualty Insurance, Higher Education, Public Speaking, Financial Analysis, Strategic Planning
Education
Springfield College 1967 — 1971
Swampscott High School
USI Insurance Services LLC September 2012 - Present
TD Insurance Group 2008 - 2012
TD Banknorth Insurance Agency, Inc. 2004 - 2008
Banknorth Insurance Agency, Inc. 2000 - 2004
Palmer Goodell Insurance Agency, Inc. 1981 - 2000
Commercial Insurance Group, Inc. 1979 - 1981
James C. Haberman Insurance Agency 1977 - 1979
Aetna 1972 - 1977
Skills
Disability Insurance, Life Insurance, Risk Management, Liability, Casualty, Leadership, Sales, Strategic Financial..., Underwriting, Enterprise Risk..., Legal Liability, Executive Management, Financial Risk, Casualty Insurance, Higher Education, Public Speaking, Financial Analysis, Strategic Planning
Education
Springfield College 1967 — 1971
Swampscott High School
Elizabeth Shire Elizabeth Shire's USI Insurance Services LLC Experience 1994 - Present
Job Sr. Account Manager at USI Insurance Services,LLC.
Industry Insurance
Experience
USI Insurance Services, LLC 1994 - Present
The University of Maryland Medical System 1989 - 1994
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Term Life Insurance, Cafeteria Plans, Life Insurance, Brokers, Underwriting, Insurance, Employee Benefits, Long-term Care, Customer Service, Sales, Workers Compensation
Education
Towson University
Bachelor's degree, English Language and Literature/Letters
University of Maryland College Park
Master of Arts (M.A.), English Language and Literature/Letters
USI Insurance Services, LLC 1994 - Present
The University of Maryland Medical System 1989 - 1994
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Term Life Insurance, Cafeteria Plans, Life Insurance, Brokers, Underwriting, Insurance, Employee Benefits, Long-term Care, Customer Service, Sales, Workers Compensation
Education
Towson University
Bachelor's degree, English Language and Literature/Letters
University of Maryland College Park
Master of Arts (M.A.), English Language and Literature/Letters
Gwen Wellman-Flick, MSHR, SPHR Gwen Wellman-Flick, MSHR, SPHR's USI Insurance Services LLC Experience February 2012 - Present
Job Account Executive at USI Insurance Services, LLC
Industry Human Resources
Experience
USI Insurance Services, LLC February 2012 - Present
The Pinnacle Group, a Division of USI Insurance Services July 2008 - Present
Highland Hospital, an Affiliate of the University of Rochester Medical Center 2005 - 2007
University of Rochester Medical Center 2004 - 2005
Skills
Employee Benefits, Human Resources, Health & Welfare..., Open Enrollment, Payroll, Cafeteria Plans, Licensed Life & Health..., Health Care Reform, COBRA, ERISA, Ancillary Benefits, Benefit Cost Analysis, Benefit Plan Design, Account Management, Compliance, Training, HRIS, Onboarding, Recruiting, Flexible Spending...
Education
University of Scranton 2010 — 2012
Master of Science (M.S.), Human Resources
State University of New York College at Brockport 1999 — 2005
Bachelor of Science (B.S.), Business Administration / Management
USI Insurance Services, LLC February 2012 - Present
The Pinnacle Group, a Division of USI Insurance Services July 2008 - Present
Highland Hospital, an Affiliate of the University of Rochester Medical Center 2005 - 2007
University of Rochester Medical Center 2004 - 2005
Skills
Employee Benefits, Human Resources, Health & Welfare..., Open Enrollment, Payroll, Cafeteria Plans, Licensed Life & Health..., Health Care Reform, COBRA, ERISA, Ancillary Benefits, Benefit Cost Analysis, Benefit Plan Design, Account Management, Compliance, Training, HRIS, Onboarding, Recruiting, Flexible Spending...
Education
University of Scranton 2010 — 2012
Master of Science (M.S.), Human Resources
State University of New York College at Brockport 1999 — 2005
Bachelor of Science (B.S.), Business Administration / Management
Robert L. Walker Robert L. Walker's USI Insurance Services LLC Experience December 2010 - August 2013
Job Mortgage Loan Officer at We Florida Financial
Industry Insurance
Experience
WE FLORIDA FINANCIAL March 2014 - Present
USI Insurance Services, LLC December 2010 - August 2013
PayServ Corporation June 2008 - December 2010
Paychex November 2002 - June 2008
Advantage Payroll Services - Tribus Companies May 1998 - November 2002
SportsTicker 1993 - 1998
Skills
Health Savings Accounts, Employee Benefits, Health Insurance, Insurance, HRIS, 401k, Human Resources, Health Care Reform, Underwriting, Flexible Spending..., ERISA, Leadership, Group Medical, FSA, Claim, Sales, Group Insurance, Account Management, Workers Compensation, Brokers, Employee Wellness, Commercial Insurance, Benefits Administration, Property & Casualty..., COBRA, Cold Calling, Disability Insurance, Self-funded, Voluntary Employee..., PEO, Cafeteria Plans
Education
Bloomfield College 1988 — 1990
BA, English/Communications
West Milford Township High School 1980 — 1984
WE FLORIDA FINANCIAL March 2014 - Present
USI Insurance Services, LLC December 2010 - August 2013
PayServ Corporation June 2008 - December 2010
Paychex November 2002 - June 2008
Advantage Payroll Services - Tribus Companies May 1998 - November 2002
SportsTicker 1993 - 1998
Skills
Health Savings Accounts, Employee Benefits, Health Insurance, Insurance, HRIS, 401k, Human Resources, Health Care Reform, Underwriting, Flexible Spending..., ERISA, Leadership, Group Medical, FSA, Claim, Sales, Group Insurance, Account Management, Workers Compensation, Brokers, Employee Wellness, Commercial Insurance, Benefits Administration, Property & Casualty..., COBRA, Cold Calling, Disability Insurance, Self-funded, Voluntary Employee..., PEO, Cafeteria Plans
Education
Bloomfield College 1988 — 1990
BA, English/Communications
West Milford Township High School 1980 — 1984
Anne Fitzpatrick Anne Fitzpatrick's USI Insurance Services LLC Experience
Job Benefits Account Executive at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC
Skills
Employee Benefits, Human Resources, Training, Insurance, Disability Insurance, Management, Brokers, Sales, Customer Service, Customer Retention, COBRA, Health Savings Accounts, Health Insurance, Claim, Underwriting, Strategic Planning, Life Insurance
Education
Michigan State University
Northville High School
USI Insurance Services LLC
Skills
Employee Benefits, Human Resources, Training, Insurance, Disability Insurance, Management, Brokers, Sales, Customer Service, Customer Retention, COBRA, Health Savings Accounts, Health Insurance, Claim, Underwriting, Strategic Planning, Life Insurance
Education
Michigan State University
Northville High School
Matthew Huttlin Matthew Huttlin's USI Insurance Services LLC Experience April 2014 - June 2014
Job Benefit Practice Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2014 - Present
USI Insurance Services LLC April 2014 - June 2014
ECBM June 2012 - March 2014
Willis January 1999 - May 2012
Sedgwick Consulting Group January 1990 - January 2000
Skills
Plan Design, Benefits, Insurance, Underwriting, Defined Benefit, COBRA, Cafeteria Plans, Brokers, Benefits Administration, Cost Containment, Health Savings Accounts, Health Insurance, Wellness Programs, Employee Benefits, Claim, Business Planning, Workers Compensation, Liability, Life Insurance, Disability Insurance, Cost Accounting, Professional Liability, Employee Wellness, Customer Retention, Human Resources, Reinsurance, Health Care Reform, Employment Practices..., Group Insurance, Term Life Insurance, Accident
Education
Temple University - Fox School of Business and Management
Masters of Business Administration, Human Resources
Drexel University
Bachelor of Science, Accounting
Bucks County Community College
Associates Degree, Business Administration
USI Insurance Services June 2014 - Present
USI Insurance Services LLC April 2014 - June 2014
ECBM June 2012 - March 2014
Willis January 1999 - May 2012
Sedgwick Consulting Group January 1990 - January 2000
Skills
Plan Design, Benefits, Insurance, Underwriting, Defined Benefit, COBRA, Cafeteria Plans, Brokers, Benefits Administration, Cost Containment, Health Savings Accounts, Health Insurance, Wellness Programs, Employee Benefits, Claim, Business Planning, Workers Compensation, Liability, Life Insurance, Disability Insurance, Cost Accounting, Professional Liability, Employee Wellness, Customer Retention, Human Resources, Reinsurance, Health Care Reform, Employment Practices..., Group Insurance, Term Life Insurance, Accident
Education
Temple University - Fox School of Business and Management
Masters of Business Administration, Human Resources
Drexel University
Bachelor of Science, Accounting
Bucks County Community College
Associates Degree, Business Administration
Lori Adler Lori Adler's USI Insurance Services LLC Experience April 2012 - March 2014
Job Team Manager at Rampart Benefit Planning
Industry Hospital & Health Care
Experience
The Rampart Group April 2014 - Present
USI Insurance Services LLC April 2012 - March 2014
Medco April 2007 - April 2012
UnitedHealthcare June 2001 - March 2007
United Health Plan June 1999 - June 2001
United Health Plan November 1997 - June 1999
Oxford Health Plans February 1997 - November 1997
Oxford Health Plans September 1996 - February 1997
Oxford Health Plans September 1995 - September 1996
Skills
Leadership, Health Insurance, Healthcare Reform, Employee Benefits, Management, Account Management, Strategic Planning, Sales, Program Management, Customer Service, Budgets, Policy, Mergers & Acquisitions, Financial Analysis, Managed Care, Insurance, Medicare, Team Leadership
Education
Kaplan University
Bachelor of Science, Business Administration; an emphasis in Healthcare
The Rampart Group April 2014 - Present
USI Insurance Services LLC April 2012 - March 2014
Medco April 2007 - April 2012
UnitedHealthcare June 2001 - March 2007
United Health Plan June 1999 - June 2001
United Health Plan November 1997 - June 1999
Oxford Health Plans February 1997 - November 1997
Oxford Health Plans September 1996 - February 1997
Oxford Health Plans September 1995 - September 1996
Skills
Leadership, Health Insurance, Healthcare Reform, Employee Benefits, Management, Account Management, Strategic Planning, Sales, Program Management, Customer Service, Budgets, Policy, Mergers & Acquisitions, Financial Analysis, Managed Care, Insurance, Medicare, Team Leadership
Education
Kaplan University
Bachelor of Science, Business Administration; an emphasis in Healthcare
Ed Mazzei Ed Mazzei's USI Insurance Services LLC Experience October 2007 - February 2009
Job Senior Benefits Consultant at Employer Benefits Consulting, LLC.
Industry Insurance
Experience
Employer Benefits Consulting, LLC. April 2009 - Present
USI Insurance Services LLC October 2007 - February 2009
AT&T Advertising & Publishing October 1994 - September 2007
BellSouth Advertising & Publishing 1994 - 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, COBRA, Health Savings Accounts, Account Management, Brokers, Healthcare, Sales Management, Managed Care, Benefits Administration, Customer Service, Sales Process, Customer Retention, ERISA, Term Life Insurance, Open Enrollment
Education
Nova Southeastern University 2000 — 2002
MBA, Business Administration
University of Florida 1982 — 1985
BS, Marketing
Miami Dade College 1980 — 1982
Associate of Arts
other
Employer Benefits Consulting, LLC. April 2009 - Present
USI Insurance Services LLC October 2007 - February 2009
AT&T Advertising & Publishing October 1994 - September 2007
BellSouth Advertising & Publishing 1994 - 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, COBRA, Health Savings Accounts, Account Management, Brokers, Healthcare, Sales Management, Managed Care, Benefits Administration, Customer Service, Sales Process, Customer Retention, ERISA, Term Life Insurance, Open Enrollment
Education
Nova Southeastern University 2000 — 2002
MBA, Business Administration
University of Florida 1982 — 1985
BS, Marketing
Miami Dade College 1980 — 1982
Associate of Arts
other
David A. Sheppard CLU, ChFC David A. Sheppard CLU, ChFC's USI Insurance Services LLC Experience June 2014 - Present
Job Vice President at USI Insurance Services, LLC
Industry Insurance
Experience
USI Insurance Services, LLC June 2014 - Present
Gallagher Bollinger August 2012 - June 2014
AonHewitt 2004 - 2012
Mutual of Omaha 2001 - 2004
American Family Life Insurance Co. (AFLAC) 2000 - 2001
Marsh & McLennan Companies, Inc. 1997 - 2000
Seabury & Smith - A Marsh & McLennan Company 1993 - 1997
Marsh & McLennan Group Associates 1982 - 1993
Skills
New Business Development, Building Relationships, Cross Functional Team..., Enhancing Existing..., Insurance, Pensions, Performance Management, Benefits Administration, Workers Compensation, Executive Pay, Underwriting, Talent Acquisition, Employee Engagement, Life Insurance, Employee Relations, Account Management, Risk Management, Leadership, Business Development, Personnel Management, Human Resources, Sales, Financial Services, Payroll, Health Savings Accounts, Marketing, Deferred Compensation, Team Building, Executive Management, Budgets, Marketing Strategy, Business Planning, Training, Program Management, Strategic Partnerships, Mergers & Acquisitions
Education
Rutgers Graduate Business School
MBA, Marketing/Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, History
The American College
CLU, ChFC, Insurance/Finance
USI Insurance Services, LLC June 2014 - Present
Gallagher Bollinger August 2012 - June 2014
AonHewitt 2004 - 2012
Mutual of Omaha 2001 - 2004
American Family Life Insurance Co. (AFLAC) 2000 - 2001
Marsh & McLennan Companies, Inc. 1997 - 2000
Seabury & Smith - A Marsh & McLennan Company 1993 - 1997
Marsh & McLennan Group Associates 1982 - 1993
Skills
New Business Development, Building Relationships, Cross Functional Team..., Enhancing Existing..., Insurance, Pensions, Performance Management, Benefits Administration, Workers Compensation, Executive Pay, Underwriting, Talent Acquisition, Employee Engagement, Life Insurance, Employee Relations, Account Management, Risk Management, Leadership, Business Development, Personnel Management, Human Resources, Sales, Financial Services, Payroll, Health Savings Accounts, Marketing, Deferred Compensation, Team Building, Executive Management, Budgets, Marketing Strategy, Business Planning, Training, Program Management, Strategic Partnerships, Mergers & Acquisitions
Education
Rutgers Graduate Business School
MBA, Marketing/Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, History
The American College
CLU, ChFC, Insurance/Finance
Galen Kimbrue Galen Kimbrue's USI Insurance Services LLC Experience June 2008 - September 2012
Job Vice President, Business Development & Alternate Channels at Aetna
Industry Insurance
Experience
Aetna October 2012 - Present
USI Insurance Services LLC June 2008 - September 2012
Aon Consulting, Inc October 2004 - May 2008
MAMSI/ Alliance PPO June 2002 - October 2004
CIGNA Group Insurance 1999 - 2001
NYLCare Health Plans 1990 - 1999
Skills
Cost Management, Disability Insurance, Risk Management, Leadership, Insurance, Health Insurance, Workers Compensation, Benefits Administration, Underwriting, Life Insurance, Financial Services, Team Building, Strategy, Long-term Care, Business Development, Strategic Planning, Management, Marketing
Education
Hampton University 1977 — 1981
BA, English
Hampton University 1977 — 1981
Bachelor of Arts (BA), English Language and Literature, General
Aetna October 2012 - Present
USI Insurance Services LLC June 2008 - September 2012
Aon Consulting, Inc October 2004 - May 2008
MAMSI/ Alliance PPO June 2002 - October 2004
CIGNA Group Insurance 1999 - 2001
NYLCare Health Plans 1990 - 1999
Skills
Cost Management, Disability Insurance, Risk Management, Leadership, Insurance, Health Insurance, Workers Compensation, Benefits Administration, Underwriting, Life Insurance, Financial Services, Team Building, Strategy, Long-term Care, Business Development, Strategic Planning, Management, Marketing
Education
Hampton University 1977 — 1981
BA, English
Hampton University 1977 — 1981
Bachelor of Arts (BA), English Language and Literature, General
Lokesh Nigam Lokesh Nigam's USI Insurance Services LLC Experience 2011 - Present
Job Vice President of Employee Benefits at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC 2011 - Present
Central Area Health Education Center, Inc. 2011 - Present
Hartford Hospital Young Leaders Advisory Council October 2012 - Present
Community Health Charities of New England 2010 - 2013
The Health Consultants Group/HCG Services 2005 - 2011
Northwestern Mutual 2003 - 2005
CIGNA Healthcare 1999 - 2003
Tufts Health Plan 1998 - 1999
Skills
Health Insurance, Insurance Administration, Disability Insurance, Employee Benefits, ERISA, Group Medical, Welfare Plans, Benefits Strategy, Life Insurance, Employee Relations, Benefits Administration, Strategic Planning, Brokers, Insurance, Business Development, Healthcare, Underwriting, Account Management, 401k, Financial Services, Workers Compensation, Long-term Care, Property & Casualty..., Medicare, Leadership, Retirement, Managed Care, Executive Management, Claim, Retirement Planning, Small Business, Term Life Insurance, Employee Wellness, COBRA, Financial Advisory, Commercial Insurance, Health Care Reform, Strategic Financial..., Risk Management, Consulting, Health Policy, Customer Service, Management, Sales, Team Building, Training
Education
Central Connecticut State University
BA
Northeastern University
Cheshire High School
USI Insurance Services LLC 2011 - Present
Central Area Health Education Center, Inc. 2011 - Present
Hartford Hospital Young Leaders Advisory Council October 2012 - Present
Community Health Charities of New England 2010 - 2013
The Health Consultants Group/HCG Services 2005 - 2011
Northwestern Mutual 2003 - 2005
CIGNA Healthcare 1999 - 2003
Tufts Health Plan 1998 - 1999
Skills
Health Insurance, Insurance Administration, Disability Insurance, Employee Benefits, ERISA, Group Medical, Welfare Plans, Benefits Strategy, Life Insurance, Employee Relations, Benefits Administration, Strategic Planning, Brokers, Insurance, Business Development, Healthcare, Underwriting, Account Management, 401k, Financial Services, Workers Compensation, Long-term Care, Property & Casualty..., Medicare, Leadership, Retirement, Managed Care, Executive Management, Claim, Retirement Planning, Small Business, Term Life Insurance, Employee Wellness, COBRA, Financial Advisory, Commercial Insurance, Health Care Reform, Strategic Financial..., Risk Management, Consulting, Health Policy, Customer Service, Management, Sales, Team Building, Training
Education
Central Connecticut State University
BA
Northeastern University
Cheshire High School
Todd Jacobson Todd Jacobson's USI Insurance Services LLC Experience March 2009 - Present
Job Senior Vice President at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC March 2009 - Present
Liberty Mutual April 1986 - March 2009
Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, Insurance, Underwriting, Casualty, Professional Liability, Claims Management, Liability, Brokers, D&O, Legal Liability, Commercial Lines, Risk Management, Casualty Insurance, Financial Risk
Education
University of Maine 1981 — 1985
BS in BA, Finance
USI Insurance Services LLC March 2009 - Present
Liberty Mutual April 1986 - March 2009
Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, Insurance, Underwriting, Casualty, Professional Liability, Claims Management, Liability, Brokers, D&O, Legal Liability, Commercial Lines, Risk Management, Casualty Insurance, Financial Risk
Education
University of Maine 1981 — 1985
BS in BA, Finance
John Sames John Sames's USI Insurance Services LLC Experience August 2007 - April 2011
Job Regional Executive Vice President at Marsh & McLennan Agency LLC
Industry Insurance
Experience
Marsh & McLennan Agency LLC April 2011 - Present
USI Insurance Services LLC August 2007 - April 2011
USI Insurance Services August 2003 - August 2007
Aon Risk Services April 1998 - July 2003
H&R Phillips, Inc. 1994 - 1998
Skills
D&O, Property & Casualty..., Mergers
Education
Lycoming College 1987 — 1989
Shippensburg University of Pennsylvania 1985 — 1987
Holy Spirit High School 1981 — 1985
Marsh & McLennan Agency LLC April 2011 - Present
USI Insurance Services LLC August 2007 - April 2011
USI Insurance Services August 2003 - August 2007
Aon Risk Services April 1998 - July 2003
H&R Phillips, Inc. 1994 - 1998
Skills
D&O, Property & Casualty..., Mergers
Education
Lycoming College 1987 — 1989
Shippensburg University of Pennsylvania 1985 — 1987
Holy Spirit High School 1981 — 1985
Gabriella Sierra Gabriella Sierra's USI Insurance Services LLC Experience 2008 - 2009
Job Global Expense Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Bloomberg LP June 2009 - June 2010
USI Insurance Services LLC 2008 - 2009
Skills
Access, Microsoft Office, Analysis, SharePoint
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Bachelor of Business Administration, Finance
Pace University 2005 — 2007
AAS, Biology
Morgan Stanley June 2010 - Present
Bloomberg LP June 2009 - June 2010
USI Insurance Services LLC 2008 - 2009
Skills
Access, Microsoft Office, Analysis, SharePoint
Education
Pace University - Lubin School of Business 2005 — 2009
BBA, Bachelor of Business Administration, Finance
Pace University 2005 — 2007
AAS, Biology
Elizabeth Alley Elizabeth Alley's USI Insurance Services LLC Experience February 2005 - Present
Job
Industry Insurance
Experience
USI Insurance Services LLC February 2005 - Present
USI Insurance, LLC 2005 - Present
Education
University of Richmond 1975 — 1979
USI Insurance Services LLC February 2005 - Present
USI Insurance, LLC 2005 - Present
Education
University of Richmond 1975 — 1979
Jesse Springer Jesse Springer's USI Insurance Services LLC Experience March 2007 - October 2009
Job Risk & Process Manager Capability and Strategy Management Loss Mitigation, US Card at Capital One
Industry Banking
Experience
Capital One June 2013 - Present
Tuckahoe Kiwanis Club September 2013 - September 2014
Capital One February 2013 - May 2013
Capital One September 2011 - February 2013
Gamma Chi Alumni Association of Theta Chi Inc January 2001 - October 2012
Bankers Insurance, LLC October 2009 - September 2011
USI Insurance Services LLC March 2007 - October 2009
Federated Mutual Insurance Co January 2004 - March 2007
Federated Insurance November 1996 - January 2004
Skills
Insurance, Commercial Insurance, Risk Management, Compliance, Financial Risk, Operational Risk..., Management, Strategic Planning, Process Improvement, Finance, Sports Coaching, Positive Personality, Mentoring, Business Process..., Risk & Process..., Risk, Enterprise Risk..., Analysis, Business Planning, Employee Benefits, Sales, Cross-functional Team..., Property & Casualty..., Governance, Underwriting, Auditing, New Business Development, Business Strategy, Life Insurance, Customer Service
Education
Randolph-Macon College 1991 — 1996
BS, Biology
The Tatnall School 1987 — 1991
Capital One June 2013 - Present
Tuckahoe Kiwanis Club September 2013 - September 2014
Capital One February 2013 - May 2013
Capital One September 2011 - February 2013
Gamma Chi Alumni Association of Theta Chi Inc January 2001 - October 2012
Bankers Insurance, LLC October 2009 - September 2011
USI Insurance Services LLC March 2007 - October 2009
Federated Mutual Insurance Co January 2004 - March 2007
Federated Insurance November 1996 - January 2004
Skills
Insurance, Commercial Insurance, Risk Management, Compliance, Financial Risk, Operational Risk..., Management, Strategic Planning, Process Improvement, Finance, Sports Coaching, Positive Personality, Mentoring, Business Process..., Risk & Process..., Risk, Enterprise Risk..., Analysis, Business Planning, Employee Benefits, Sales, Cross-functional Team..., Property & Casualty..., Governance, Underwriting, Auditing, New Business Development, Business Strategy, Life Insurance, Customer Service
Education
Randolph-Macon College 1991 — 1996
BS, Biology
The Tatnall School 1987 — 1991
Danielle Blaine Stanton Danielle Blaine Stanton's USI Insurance Services LLC Experience February 2006 - April 2013
Job SVP, Chief Human Resources Officer at Southern New Hampshire University
Industry Higher Education
Experience
Southern New Hampshire University February 2015 - Present
Southern New Hampshire University May 2013 - February 2015
USI Insurance Services LLC February 2006 - April 2013
xpedx/International Paper March 2001 - February 2006
Northern Essex Community College September 1998 - March 2001
Skills
Employee Benefits, Change Management, Organizational..., Employee Relations, Conflict Resolution, Workforce Planning, Compensation & Benefit, Acquisitions, Divestitures, Contract Negotiation, Training, Recruiting, Performance Management, Employment Law, Union Avoidance, Benchmarking, Coaching, Leadership Development, Employee Engagement, Strategic Human..., Benefits Administration, Management, Executive Management, Leadership, Executive Coaching, Labor Relations, Human Resources, Mergers & Acquisitions, Personnel Management, Deferred Compensation, Succession Planning, Onboarding, HRIS, Executive Pay, Organizational..., Program Management, HR Policies, Talent Acquisition, New Hire Orientations, College Recruiting, Organizational Design, Talent Management, Applicant Tracking..., FMLA, Job Descriptions, Workers Compensation, Employee Handbooks, Interviews, HR Consulting, Employee Training
Education
Villanova University
Master of Science (M.S.)
Notre Dame College
Bachelor's degree
Southern New Hampshire University February 2015 - Present
Southern New Hampshire University May 2013 - February 2015
USI Insurance Services LLC February 2006 - April 2013
xpedx/International Paper March 2001 - February 2006
Northern Essex Community College September 1998 - March 2001
Skills
Employee Benefits, Change Management, Organizational..., Employee Relations, Conflict Resolution, Workforce Planning, Compensation & Benefit, Acquisitions, Divestitures, Contract Negotiation, Training, Recruiting, Performance Management, Employment Law, Union Avoidance, Benchmarking, Coaching, Leadership Development, Employee Engagement, Strategic Human..., Benefits Administration, Management, Executive Management, Leadership, Executive Coaching, Labor Relations, Human Resources, Mergers & Acquisitions, Personnel Management, Deferred Compensation, Succession Planning, Onboarding, HRIS, Executive Pay, Organizational..., Program Management, HR Policies, Talent Acquisition, New Hire Orientations, College Recruiting, Organizational Design, Talent Management, Applicant Tracking..., FMLA, Job Descriptions, Workers Compensation, Employee Handbooks, Interviews, HR Consulting, Employee Training
Education
Villanova University
Master of Science (M.S.)
Notre Dame College
Bachelor's degree
Chris Wardrop Chris Wardrop's USI Insurance Services LLC Experience February 2008 - Present
Job Insurance/Risk Management Advisor/Broker at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC February 2008 - Present
Webster Insurance April 2001 - February 2008
Wolff-Zackin & Associates, Inc. June 1990 - April 2001
Skills
Consulting, Property & Casualty..., Workers Compensation, Underwriting, Risk Management, Loss Prevention, Team Facilitation, Communication Skills, Crisis Management, Operational Risk..., Sales Management, Risk Financing, Insurance, Casualty, Commercial Insurance, Sales, General Insurance, Health Insurance, Employee Benefits, Liability, Leadership, Team Leadership, Program Management, Professional Liability, Brokers, Legal Liability, Reinsurance, D&O, Strategic Planning, Claims Management, Employment Practices..., Commercial Lines, Inland Marine, Casualty Insurance
Education
The University of Connecticut School of Business 1985 — 1990
Bachelor of Science (B.S.), Marketing
USI Insurance Services LLC February 2008 - Present
Webster Insurance April 2001 - February 2008
Wolff-Zackin & Associates, Inc. June 1990 - April 2001
Skills
Consulting, Property & Casualty..., Workers Compensation, Underwriting, Risk Management, Loss Prevention, Team Facilitation, Communication Skills, Crisis Management, Operational Risk..., Sales Management, Risk Financing, Insurance, Casualty, Commercial Insurance, Sales, General Insurance, Health Insurance, Employee Benefits, Liability, Leadership, Team Leadership, Program Management, Professional Liability, Brokers, Legal Liability, Reinsurance, D&O, Strategic Planning, Claims Management, Employment Practices..., Commercial Lines, Inland Marine, Casualty Insurance
Education
The University of Connecticut School of Business 1985 — 1990
Bachelor of Science (B.S.), Marketing
Bruce Christiansen, CLU Bruce Christiansen, CLU's USI Insurance Services LLC Experience October 1983 - Present
Job Senior Vice President of Employee Benefits at USI Insurance Services
Industry Insurance
Experience
USI INSURANCE SERVICES LLC October 1983 - Present
Patterson// Smith Associates October 1983 - February 2005
Skills
Life Insurance, Health Savings Accounts, Disability Insurance, Employee Benefits, Health Insurance, Analysis, Insurance, Underwriting, Sales, Program Management, Team Building, Workers Compensation, Strategic Planning, Human Resources, Management, Risk Management
Education
James Madison University 1973 — 1977
BBA, Accounting/Marketing
James Madison University - College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting and Marketing
USI INSURANCE SERVICES LLC October 1983 - Present
Patterson// Smith Associates October 1983 - February 2005
Skills
Life Insurance, Health Savings Accounts, Disability Insurance, Employee Benefits, Health Insurance, Analysis, Insurance, Underwriting, Sales, Program Management, Team Building, Workers Compensation, Strategic Planning, Human Resources, Management, Risk Management
Education
James Madison University 1973 — 1977
BBA, Accounting/Marketing
James Madison University - College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting and Marketing
Ann Marie Squires's USI Insurance Services LLC Experience February 2008 - Present
Job Talent Acquisition Consultant I work to identify, attract and hire the best talent for USI
Industry Insurance
Experience
USI Insurance Services, LLC February 2008 - Present
City Furniture March 2006 - February 2008
Roth Staffing Companies, Inc. September 2004 - February 2006
Workstream Recruitment Services (Formerly OMNIpartners) March 1998 - September 2004
Skills
Producer Hiring, Talent Acquisition, Recruiting, Interviews, Employee Benefits, Sourcing, Human Resources, Insurance, Internet Recruiting, Cold Calling, Management, Applicant Tracking..., Leadership, Job Fairs, Sales, Training, Benefits Negotiation, Temporary Placement, College Recruiting, Benefits Administration, Hiring, Workers Compensation, Time Management, Temporary Staffing, Employee Relations, Onboarding, Marketing, Direct Sourcing, Interviewing, Talent Management, Executive Search, Deferred Compensation, FMLA, Job Descriptions, Networking, Consulting, Employee Training, New Hire Orientations, Succession Planning, Performance Management, Employee Engagement, Technical Recruiting, HRIS
Education
Florida State University - College of Business 1995 — 1997
BS, Marketing & Finance
American Heritage
USI Insurance Services, LLC February 2008 - Present
City Furniture March 2006 - February 2008
Roth Staffing Companies, Inc. September 2004 - February 2006
Workstream Recruitment Services (Formerly OMNIpartners) March 1998 - September 2004
Skills
Producer Hiring, Talent Acquisition, Recruiting, Interviews, Employee Benefits, Sourcing, Human Resources, Insurance, Internet Recruiting, Cold Calling, Management, Applicant Tracking..., Leadership, Job Fairs, Sales, Training, Benefits Negotiation, Temporary Placement, College Recruiting, Benefits Administration, Hiring, Workers Compensation, Time Management, Temporary Staffing, Employee Relations, Onboarding, Marketing, Direct Sourcing, Interviewing, Talent Management, Executive Search, Deferred Compensation, FMLA, Job Descriptions, Networking, Consulting, Employee Training, New Hire Orientations, Succession Planning, Performance Management, Employee Engagement, Technical Recruiting, HRIS
Education
Florida State University - College of Business 1995 — 1997
BS, Marketing & Finance
American Heritage
Ed Makepeace Ed Makepeace's USI Insurance Services LLC Experience October 1994 - Present
Job Vice President at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC October 1994 - Present
Webster Insurance February 2000 - February 2008
Levine Insurance October 1994 - February 2000
Aetna Life & Casualty 1978 - 1991
Skills
Employee Benefits, Insurance, Human Resources, Underwriting, Health Insurance, Claim, Life Insurance, Budgets, Disability Insurance, Project Planning, Strategic Partnerships, Process Improvement, Brokers, New Business Development, Leadership, Account Management, Health Savings Accounts, Customer Service, Alternative Funding...
Education
The University of Connecticut School of Business 1972 — 1976
BS, Finance
USI Insurance Services LLC October 1994 - Present
Webster Insurance February 2000 - February 2008
Levine Insurance October 1994 - February 2000
Aetna Life & Casualty 1978 - 1991
Skills
Employee Benefits, Insurance, Human Resources, Underwriting, Health Insurance, Claim, Life Insurance, Budgets, Disability Insurance, Project Planning, Strategic Partnerships, Process Improvement, Brokers, New Business Development, Leadership, Account Management, Health Savings Accounts, Customer Service, Alternative Funding...
Education
The University of Connecticut School of Business 1972 — 1976
BS, Finance
Peter Carvajal CSP Peter Carvajal CSP's USI Insurance Services LLC Experience March 2006 - June 2012
Job Vice President at Weekes & Callaway, Inc.
Industry Insurance
Experience
CBIZ Weekes & Callaway, Inc. June 2012 - Present
USI Insurance Services LLC March 2006 - June 2012
Marsh USA March 1998 - March 2006
Skills
Risk Management, Safety Engineering, Insurance, Hospitality, Property & Casualty..., Sales, Financial Risk, Business Planning, Commercial Insurance, General Insurance, Workers Compensation, Employee Benefits, Strategic Planning, Professional Liability, Underwriting, Management
Education
University of Florida 1998 — 2000
MS IE, Engineering Management
Florida State University 1987 — 1990
BS IE, Industrial Engineering
Cardinal Newman High School 1979 — 1982
CBIZ Weekes & Callaway, Inc. June 2012 - Present
USI Insurance Services LLC March 2006 - June 2012
Marsh USA March 1998 - March 2006
Skills
Risk Management, Safety Engineering, Insurance, Hospitality, Property & Casualty..., Sales, Financial Risk, Business Planning, Commercial Insurance, General Insurance, Workers Compensation, Employee Benefits, Strategic Planning, Professional Liability, Underwriting, Management
Education
University of Florida 1998 — 2000
MS IE, Engineering Management
Florida State University 1987 — 1990
BS IE, Industrial Engineering
Cardinal Newman High School 1979 — 1982
Jorge Vinat Jorge Vinat's USI Insurance Services LLC Experience January 2008 - July 2011
Job Senior Client Manager at Marsh
Industry Insurance
Experience
Marsh May 2015 - Present
MDW Insurance Group August 2011 - May 2015
USI Insurance Services, LLC January 2008 - July 2011
USI Insurance Services, LLC June 2007 - January 2008
Skills
Risk Management, Insurance, Account Management, New Business Development, Commercial Insurance, Management, Marketing, Negotiation, Property & Casualty..., Employee Benefits, Underwriting, Health Insurance, Workers Compensation, Strategic Planning, Brokers, Training, Professional Liability, Claim, Sales, Business Development
Education
Florida State University - College of Business 2004 — 2007
Bachelor of Science, Risk Management/Insurance
University of Florida 2003 — 2004
College of Business
Marsh May 2015 - Present
MDW Insurance Group August 2011 - May 2015
USI Insurance Services, LLC January 2008 - July 2011
USI Insurance Services, LLC June 2007 - January 2008
Skills
Risk Management, Insurance, Account Management, New Business Development, Commercial Insurance, Management, Marketing, Negotiation, Property & Casualty..., Employee Benefits, Underwriting, Health Insurance, Workers Compensation, Strategic Planning, Brokers, Training, Professional Liability, Claim, Sales, Business Development
Education
Florida State University - College of Business 2004 — 2007
Bachelor of Science, Risk Management/Insurance
University of Florida 2003 — 2004
College of Business
Sarah McQuat Sarah McQuat's USI Insurance Services LLC Experience April 2007 - October 2009
Job Division Controller at CoreMark International
Industry Wholesale
Experience
Core-Mark International July 2013 - Present
HCH dba Ashley Furniture Home Store August 2012 - July 2013
Arthur J. Gallagher Risk Management Services, LLC October 2009 - August 2012
USI Insurance Services, LLC April 2007 - October 2009
USI Insurance Services, LLC 2006 - 2007
CEC Entertainment, Inc. 2005 - 2006
United Technologies / Carrier Corporation 2000 - 2005
Agway, Inc. 1997 - 2000
Agway, Inc. 1994 - 1997
Skills
Strategic Financial..., Budgeting and..., GAAP, Financial Reporting, Financial Analysis, System Integration, Change Management, Internal Controls, SOX 404, Business Process..., Cost Accounting, Team Building, Talent Acquisition, Staff Retention, Risk Mitigation, Financial Controlling, Auditing, Visio, Access, Microsoft Project, Sagitta, AFW, Oracle, SAP, Hyperion, Cognos, JD Edwards, Great Plains, MPC, QuickBooks, Property & Casualty..., Due Diligence, Financial System..., Acquisition Integration, Accounting, Customer Service, HVAC, Leadership, Strategic Planning, Recruiting, Problem Solving, Internal Audit, Forecasting, Mergers & Acquisitions, Finance, Risk Management, Sarbanes-Oxley Act, Management, Budgets, Analysis
Education
Columbia College 2001 — 2003
BS, Accounting
Core-Mark International July 2013 - Present
HCH dba Ashley Furniture Home Store August 2012 - July 2013
Arthur J. Gallagher Risk Management Services, LLC October 2009 - August 2012
USI Insurance Services, LLC April 2007 - October 2009
USI Insurance Services, LLC 2006 - 2007
CEC Entertainment, Inc. 2005 - 2006
United Technologies / Carrier Corporation 2000 - 2005
Agway, Inc. 1997 - 2000
Agway, Inc. 1994 - 1997
Skills
Strategic Financial..., Budgeting and..., GAAP, Financial Reporting, Financial Analysis, System Integration, Change Management, Internal Controls, SOX 404, Business Process..., Cost Accounting, Team Building, Talent Acquisition, Staff Retention, Risk Mitigation, Financial Controlling, Auditing, Visio, Access, Microsoft Project, Sagitta, AFW, Oracle, SAP, Hyperion, Cognos, JD Edwards, Great Plains, MPC, QuickBooks, Property & Casualty..., Due Diligence, Financial System..., Acquisition Integration, Accounting, Customer Service, HVAC, Leadership, Strategic Planning, Recruiting, Problem Solving, Internal Audit, Forecasting, Mergers & Acquisitions, Finance, Risk Management, Sarbanes-Oxley Act, Management, Budgets, Analysis
Education
Columbia College 2001 — 2003
BS, Accounting
James C Fasanella's USI Insurance Services LLC Experience January 2011 - December 2011
Job
Industry Insurance
Experience
FNA Insurance Services, Inc. June 2014 - Present
SMASH Benefits January 2012 - June 2014
USI Insurance Services LLC January 2011 - December 2011
FNA of NJ January 2003 - January 2011
CIGNA HealthCare Benefits January 2001 - February 2003
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Life Insurance, Medicare, Health Savings Accounts, Group Insurance, Sales, Term Life Insurance, Small Business, Brokers, Voluntary Employee..., Group Medical, Cafeteria Plans, Healthcare, Health Care Reform, Universal Life, Critical Illness, Flexible Spending..., Accident, Whole Life, Medicare Part D, Accident Insurance, Dental Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1998
Bachelor of Science
FNA Insurance Services, Inc. June 2014 - Present
SMASH Benefits January 2012 - June 2014
USI Insurance Services LLC January 2011 - December 2011
FNA of NJ January 2003 - January 2011
CIGNA HealthCare Benefits January 2001 - February 2003
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Life Insurance, Medicare, Health Savings Accounts, Group Insurance, Sales, Term Life Insurance, Small Business, Brokers, Voluntary Employee..., Group Medical, Cafeteria Plans, Healthcare, Health Care Reform, Universal Life, Critical Illness, Flexible Spending..., Accident, Whole Life, Medicare Part D, Accident Insurance, Dental Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1998
Bachelor of Science
Michelle Martone, LIA's USI Insurance Services LLC Experience February 1999 - Present
Job Senior Vice President at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC February 1999 - Present
Skills
Underwriting Projections, Contribution Analysis &..., ERISA & Compliance..., HR Support, Implementation..., Collective Bargaining..., Analysis, Benefits Administration, COBRA, CRM, Deferred Compensation, Disability Insurance, Employee Benefits, Employee Relations, FMLA, Health Insurance, Health Savings Accounts, Human Resources, Implementation..., Insurance, Program Management, Team Building, Underwriting, Workers Compensation, Brokers, Health Care Reform, Open Enrollment, Customer Service, Strategic Planning
Education
Bay Path College
Bachelor of Science (B.S.), Business Administration in Executive Management
USI Insurance Services LLC February 1999 - Present
Skills
Underwriting Projections, Contribution Analysis &..., ERISA & Compliance..., HR Support, Implementation..., Collective Bargaining..., Analysis, Benefits Administration, COBRA, CRM, Deferred Compensation, Disability Insurance, Employee Benefits, Employee Relations, FMLA, Health Insurance, Health Savings Accounts, Human Resources, Implementation..., Insurance, Program Management, Team Building, Underwriting, Workers Compensation, Brokers, Health Care Reform, Open Enrollment, Customer Service, Strategic Planning
Education
Bay Path College
Bachelor of Science (B.S.), Business Administration in Executive Management
Bert Shanks's USI Insurance Services LLC Experience November 2005 - Present
Job Sr. Tax Manager at USI Holdings Corporation
Industry Accounting
Experience
USI Insurance Services LLC November 2005 - Present
The Dannon Company August 2004 - November 2005
The Thomson Corporation August 2002 - August 2004
Trigen Energy Corp. May 1999 - August 2002
Entex Information Systems October 1996 - May 1999
Skills
Tax, State Tax, Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Financial Modeling, SAP, Internal Audit, Process Improvement, Sales Tax, SEC filings
Education
University of New Haven 2002 — 2005
Taxation
Morgan State University 1992 — 1995
Bachelor of Science (B.S.), Accounting
USI Insurance Services LLC November 2005 - Present
The Dannon Company August 2004 - November 2005
The Thomson Corporation August 2002 - August 2004
Trigen Energy Corp. May 1999 - August 2002
Entex Information Systems October 1996 - May 1999
Skills
Tax, State Tax, Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Financial Modeling, SAP, Internal Audit, Process Improvement, Sales Tax, SEC filings
Education
University of New Haven 2002 — 2005
Taxation
Morgan State University 1992 — 1995
Bachelor of Science (B.S.), Accounting
Kerri Linley's USI Insurance Services LLC Experience May 1993 - March 2012
Job Administrative Assistant Senior Associate at Cigna Sunrise, FL
Industry Insurance
Experience
Cigna Sunrise, FL May 2012 - Present
USI Insurance Services LLC May 1993 - March 2012
USI Insurance Services 1996 - 2009
Skills
Microsoft Office, Internet, Management, Microsoft Word, Time Management, Office Management, Office Administration, Customer Service, Microsoft Excel, Program Management, Accounts Payable, Accounts Receivable, Newsletters, Recruiting, Advertising, Coordination, Leadership, Team Leadership, Human Resources, Lotus Notes, Social Media Marketing, Employee Relations, Benefits Administration, Employee Benefits, Insurance, Underwriting
Education
Laguardia Community College 1978 — 1980
Associate of Arts (AA), Business/Office Automation/Technology/Data Entry
Christopher Columbus 1974 — 1978
dipolma, Business Administration and Management, General
Fiorello H. LaGuardia Community College
some college, Psychology / Sociology
Cigna Sunrise, FL May 2012 - Present
USI Insurance Services LLC May 1993 - March 2012
USI Insurance Services 1996 - 2009
Skills
Microsoft Office, Internet, Management, Microsoft Word, Time Management, Office Management, Office Administration, Customer Service, Microsoft Excel, Program Management, Accounts Payable, Accounts Receivable, Newsletters, Recruiting, Advertising, Coordination, Leadership, Team Leadership, Human Resources, Lotus Notes, Social Media Marketing, Employee Relations, Benefits Administration, Employee Benefits, Insurance, Underwriting
Education
Laguardia Community College 1978 — 1980
Associate of Arts (AA), Business/Office Automation/Technology/Data Entry
Christopher Columbus 1974 — 1978
dipolma, Business Administration and Management, General
Fiorello H. LaGuardia Community College
some college, Psychology / Sociology
Brenda Kassay's USI Insurance Services LLC Experience 2005 - 2015
Job Senior Client Services Specialist at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2010 - Present
USI Insurance Services, LLC 2005 - 2015
USI Insurance Services, LLC 2005 - 2015
Lyons Companies June 2007 - February 2010
Harry David Zutz Insurance an HRH Company August 2005 - June 2007
Little, Michaels and Kennedy 2002 - 2005
Gant, Myers and Gillis September 1998 - 2002
Engels Insurance Agency October 1992 - September 1998
Posse-Walsh 1988 - 1990
Harleysville Insurance July 1978 - July 1986
Skills
Commercial Lines, Professional Liability, Property & Casualty..., Insurance, Commercial Insurance, Liability, Underwriting, Umbrella Insurance, General Insurance, D, Customer Service, Account Management, Directors, Renewals, New Business Development, D&O, Legal Liability, Brokers, Casualty, Employment Practices..., Excess, Casualty Insurance
Education
Insurance Institute of America
AIS
Montgomery County Community College
The National Alliance
CIC, CISR
USI Insurance Services February 2010 - Present
USI Insurance Services, LLC 2005 - 2015
USI Insurance Services, LLC 2005 - 2015
Lyons Companies June 2007 - February 2010
Harry David Zutz Insurance an HRH Company August 2005 - June 2007
Little, Michaels and Kennedy 2002 - 2005
Gant, Myers and Gillis September 1998 - 2002
Engels Insurance Agency October 1992 - September 1998
Posse-Walsh 1988 - 1990
Harleysville Insurance July 1978 - July 1986
Skills
Commercial Lines, Professional Liability, Property & Casualty..., Insurance, Commercial Insurance, Liability, Underwriting, Umbrella Insurance, General Insurance, D, Customer Service, Account Management, Directors, Renewals, New Business Development, D&O, Legal Liability, Brokers, Casualty, Employment Practices..., Excess, Casualty Insurance
Education
Insurance Institute of America
AIS
Montgomery County Community College
The National Alliance
CIC, CISR
Jaime Anderson's USI Insurance Services LLC Experience 2009 - September 2011
Job Client Sales Consultant
Industry Insurance
Experience
MetLife August 2014 - Present
MetLife September 2011 - Present
USI Insurance Services, LLC 2009 - September 2011
MetLife June 2005 - June 2007
Anthem September 2002 - January 2005
Hartford Life June 1998 - September 2002
Education
University of Hartford 1994 — 1998
MetLife August 2014 - Present
MetLife September 2011 - Present
USI Insurance Services, LLC 2009 - September 2011
MetLife June 2005 - June 2007
Anthem September 2002 - January 2005
Hartford Life June 1998 - September 2002
Education
University of Hartford 1994 — 1998
Jennifer Gordillo's USI Insurance Services LLC Experience April 2009 - February 2010
Job
Industry Human Resources
Experience
Calvary Chapel Fort Lauderdale January 2015 - Present
Calvary Chapel Fort Lauderdale November 2011 - Present
Frank Crystal & Company September 2010 - December 2011
USI Insurance Services February 2010 - June 2010
USI Insurance Services LLC April 2009 - February 2010
Lockton Companies July 2006 - March 2009
Mercer Health & Benefits September 2005 - July 2006
UnitedHealth Group July 2004 - September 2005
CIGNA February 2000 - July 2004
Skills
Employee Benefits, Benefits Administration, Insurance, Disability Insurance, Health Insurance, Workers Compensation, Health Savings Accounts, New Hire Orientations, COBRA, FMLA, Claim, Underwriting, Human Resources, Healthcare, Brokers, Life Insurance, Wellness, Dentistry, Managed Care, Benefits, Dental, Health, Claims, Vision, Management
Education
Florida Atlantic University 1999 — 2001
Bachelors of Science
Piper High School 1988 — 1991
High School Diploma
Calvary Chapel Fort Lauderdale January 2015 - Present
Calvary Chapel Fort Lauderdale November 2011 - Present
Frank Crystal & Company September 2010 - December 2011
USI Insurance Services February 2010 - June 2010
USI Insurance Services LLC April 2009 - February 2010
Lockton Companies July 2006 - March 2009
Mercer Health & Benefits September 2005 - July 2006
UnitedHealth Group July 2004 - September 2005
CIGNA February 2000 - July 2004
Skills
Employee Benefits, Benefits Administration, Insurance, Disability Insurance, Health Insurance, Workers Compensation, Health Savings Accounts, New Hire Orientations, COBRA, FMLA, Claim, Underwriting, Human Resources, Healthcare, Brokers, Life Insurance, Wellness, Dentistry, Managed Care, Benefits, Dental, Health, Claims, Vision, Management
Education
Florida Atlantic University 1999 — 2001
Bachelors of Science
Piper High School 1988 — 1991
High School Diploma
Michelle Anderson, MBA's USI Insurance Services LLC Experience May 2008 - August 2010
Job Strategic Account Executive at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group May 2015 - Present
Cigna August 2014 - May 2015
United Health Group October 2010 - August 2014
USI May 2008 - September 2010
USI Insurance Services, LLC May 2008 - August 2010
Broward Center for the Performing Arts January 2004 - March 2008
USI January 2004 - March 2008
Skills
Employee Benefits, Health Insurance, Insurance, Marketing, Customer Service, Disability Insurance, Workers Compensation, Strategic Planning, Sales, Event Planning, Account Management, Property & Casualty..., Underwriting, Management, Analysis
Education
Florida Atlantic University 2012 — 2013
Masters of Business Administration, Business Administration and Marketing Management
Florida Atlantic University 2008 — 2010
B.A., Majors: Business Administration and Marketing Management
J.P Taravella 2000 — 2004
High School, High School Diploma
UnitedHealth Group May 2015 - Present
Cigna August 2014 - May 2015
United Health Group October 2010 - August 2014
USI May 2008 - September 2010
USI Insurance Services, LLC May 2008 - August 2010
Broward Center for the Performing Arts January 2004 - March 2008
USI January 2004 - March 2008
Skills
Employee Benefits, Health Insurance, Insurance, Marketing, Customer Service, Disability Insurance, Workers Compensation, Strategic Planning, Sales, Event Planning, Account Management, Property & Casualty..., Underwriting, Management, Analysis
Education
Florida Atlantic University 2012 — 2013
Masters of Business Administration, Business Administration and Marketing Management
Florida Atlantic University 2008 — 2010
B.A., Majors: Business Administration and Marketing Management
J.P Taravella 2000 — 2004
High School, High School Diploma
Bruce Baker, CPCU's USI Insurance Services LLC Experience July 1992 - Present
Job President USI Coral Gables Office
Industry Insurance
Experience
USI Insurance Services, LLC July 1992 - Present
Skills
Underwriting, Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Legal Liability, Employee Benefits, Casualty, Professional Liability, Risk Management, Brokers, Umbrella Insurance, Liability, Casualty Insurance, General Insurance, Health Insurance
Education
Florida State University - College of Business 1976 — 1978
BS, Risk Managment, Insurance and Real Estate
American Institute for Chartered Property and Casualty Underwriters
CPCU, Risk Management and Insurance
USI Insurance Services, LLC July 1992 - Present
Skills
Underwriting, Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Legal Liability, Employee Benefits, Casualty, Professional Liability, Risk Management, Brokers, Umbrella Insurance, Liability, Casualty Insurance, General Insurance, Health Insurance
Education
Florida State University - College of Business 1976 — 1978
BS, Risk Managment, Insurance and Real Estate
American Institute for Chartered Property and Casualty Underwriters
CPCU, Risk Management and Insurance
Diane Beatty's USI Insurance Services LLC Experience Sr. Marketing ManagerChubb InsuranceFebruary 1995 - June 2006
Job Vice President at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC Sr. Marketing ManagerChubb InsuranceFebruary 1995 - June 2006
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Journalism
USI Insurance Services LLC Sr. Marketing ManagerChubb InsuranceFebruary 1995 - June 2006
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Journalism
Debbie Norton's USI Insurance Services LLC Experience 2002 - Present
Job Team Lead at USI
Industry Insurance
Experience
USI July 2011 - Present
USI 2010 - Present
USI Insurance Services, LLC 2002 - Present
Skills
Health Insurance, Disability Insurance
Education
St. John Fisher College 1986 — 1988
Bachelors, Psychology
USI July 2011 - Present
USI 2010 - Present
USI Insurance Services, LLC 2002 - Present
Skills
Health Insurance, Disability Insurance
Education
St. John Fisher College 1986 — 1988
Bachelors, Psychology
Christine Brunnschweiler's USI Insurance Services LLC Experience April 2008 - April 2014
Job Account Manager at Lockton Companies
Industry Insurance
Experience
Lockton Companies June 2014 - Present
USI Insurance Services LLC April 2008 - April 2014
Ann & Hope, Inc April 2004 - April 2008
Ann & Hope, Inc December 2002 - April 2004
Jeepers!, Inc November 1999 - December 2002
Skills
Employee Benefits, Health Insurance, Analysis, Account Management, Underwriting, HRIS, Brokers, Workers Compensation, Property & Casualty..., Deferred Compensation, COBRA, Disability Insurance, Life Insurance, Benefits Administration, Health Savings Accounts, Long-term Care
Education
Bryant University 2004 — 2007
Certificate in Human Resource Management
Syracuse University 1989 — 1993
Bachelor of Science (B.S.), Information Studies
Mt. Everett Regional High School
Lockton Companies June 2014 - Present
USI Insurance Services LLC April 2008 - April 2014
Ann & Hope, Inc April 2004 - April 2008
Ann & Hope, Inc December 2002 - April 2004
Jeepers!, Inc November 1999 - December 2002
Skills
Employee Benefits, Health Insurance, Analysis, Account Management, Underwriting, HRIS, Brokers, Workers Compensation, Property & Casualty..., Deferred Compensation, COBRA, Disability Insurance, Life Insurance, Benefits Administration, Health Savings Accounts, Long-term Care
Education
Bryant University 2004 — 2007
Certificate in Human Resource Management
Syracuse University 1989 — 1993
Bachelor of Science (B.S.), Information Studies
Mt. Everett Regional High School
Carol Morrissey's USI Insurance Services LLC Experience October 2000 - June 2015
Job
Industry Insurance
Experience
USI Sammis Inc October 2000 - June 2015
USI Insurance Services LLC October 2000 - June 2015
Bender Insurance May 1998 - October 2000
Skills
Commercial Insurance, Insurance, Casualty, Brokers, Liability, Worakers Compensation...
Education
Nassau Community College
Associate of Arts and Sciences (A.A.S.)
USI Sammis Inc October 2000 - June 2015
USI Insurance Services LLC October 2000 - June 2015
Bender Insurance May 1998 - October 2000
Skills
Commercial Insurance, Insurance, Casualty, Brokers, Liability, Worakers Compensation...
Education
Nassau Community College
Associate of Arts and Sciences (A.A.S.)
Robert Duff's USI Insurance Services LLC Experience 2008 - 2009
Job Risk Manager at Lennar Corporation
Industry Insurance
Experience
Lennar January 2015 - Present
Advanced E&S Group September 2009 - January 2015
USI Insurance Services, LLC 2008 - 2009
All Risks, Ltd 2006 - 2007
Aon Risk Services 2004 - 2006
Marsh 1996 - 2003
Skills
Commercial Insurance, Underwriting, Property & Casualty..., Insurance, Workers Compensation, Risk Management, Financial Risk, Brokers, General Insurance, Claim, Claims Management, Professional Liability
Education
Clemson University
BS, Financial Management
Lennar January 2015 - Present
Advanced E&S Group September 2009 - January 2015
USI Insurance Services, LLC 2008 - 2009
All Risks, Ltd 2006 - 2007
Aon Risk Services 2004 - 2006
Marsh 1996 - 2003
Skills
Commercial Insurance, Underwriting, Property & Casualty..., Insurance, Workers Compensation, Risk Management, Financial Risk, Brokers, General Insurance, Claim, Claims Management, Professional Liability
Education
Clemson University
BS, Financial Management
Linda Mitchell's USI Insurance Services LLC Experience February 2004 - April 2010
Job Customer Service Professional
Industry Insurance
Experience
Cathedral of St. Patrick August 2011 - Present
Trinity Road, LLC March 2011 - July 2011
USI Insurance Services LLC February 2004 - April 2010
Virginia Railway Express November 2003 - February 2004
Knauff Insurance September 1989 - June 2003
Skills
Customer Service, Claims Resolution, Office Administration, Publications
Education
University of Virginia 1975 — 1977
BA with High Distinction, Economics
Mary Washington College 1972 — 1974
Cathedral of St. Patrick August 2011 - Present
Trinity Road, LLC March 2011 - July 2011
USI Insurance Services LLC February 2004 - April 2010
Virginia Railway Express November 2003 - February 2004
Knauff Insurance September 1989 - June 2003
Skills
Customer Service, Claims Resolution, Office Administration, Publications
Education
University of Virginia 1975 — 1977
BA with High Distinction, Economics
Mary Washington College 1972 — 1974
thomas willsey's USI Insurance Services LLC Experience July 2014 - Present
Job President, Employee Benefits USI Connecticut
Industry Insurance
Experience
USI Insurance Services LLC July 2014 - Present
USI Insurance Services November 2013 - June 2014
TD Insurance September 2000 - September 2012
Arthur A. Watson & Co., Inc. April 1973 - September 2000
Skills
Health Insurance, Healthcare, Leadership, Budgets, Strategy, Property & Casualty..., Sales Management, Executive Management, Disability Insurance, Commercial Insurance, Business Development
Education
The University of Connecticut
Bachelor of Arts (B.A.), Political Science and Government
University of Connecticut
USI Insurance Services LLC July 2014 - Present
USI Insurance Services November 2013 - June 2014
TD Insurance September 2000 - September 2012
Arthur A. Watson & Co., Inc. April 1973 - September 2000
Skills
Health Insurance, Healthcare, Leadership, Budgets, Strategy, Property & Casualty..., Sales Management, Executive Management, Disability Insurance, Commercial Insurance, Business Development
Education
The University of Connecticut
Bachelor of Arts (B.A.), Political Science and Government
University of Connecticut
Jimmy Rogers III's USI Insurance Services LLC Experience May 2014 - Present
Job Sales Executive at USI Southwest
Industry Insurance
Experience
USI Insurance Services, LLC May 2014 - Present
Goodwill of El Paso 2013 - 2015
Wells Fargo Insurance Services January 1988 - May 2014
Rogers & Belding insurance Agency, Inc. January 1988 - December 2007
Hartford Insurance Co. August 1985 - December 1988
Skills
Underwriting, Risk Management, Risk Assessment, Enterprise Risk..., Operational Risk, Behavior Management, Workers Compensation, Insurance, Employment Practices..., Property & Casualty..., Commercial Insurance, Professional Liability, Strategic Planning, Sales Management, D&O, Brokers, Commercial Lines, Liability, General Insurance, Life Insurance, Reinsurance, Umbrella Insurance, Claims Management, Claim, Health Insurance, Legal Liability, Casualty, Fiduciary, Executive Management, Small Business, Sales, Marketing, Customer Service, Team Building, New Business Development, Negotiation, Casualty Insurance, Leadership, Management
Education
The University of Texas at El Paso 1983 — 1985
BBA, Business
USI Insurance Services, LLC May 2014 - Present
Goodwill of El Paso 2013 - 2015
Wells Fargo Insurance Services January 1988 - May 2014
Rogers & Belding insurance Agency, Inc. January 1988 - December 2007
Hartford Insurance Co. August 1985 - December 1988
Skills
Underwriting, Risk Management, Risk Assessment, Enterprise Risk..., Operational Risk, Behavior Management, Workers Compensation, Insurance, Employment Practices..., Property & Casualty..., Commercial Insurance, Professional Liability, Strategic Planning, Sales Management, D&O, Brokers, Commercial Lines, Liability, General Insurance, Life Insurance, Reinsurance, Umbrella Insurance, Claims Management, Claim, Health Insurance, Legal Liability, Casualty, Fiduciary, Executive Management, Small Business, Sales, Marketing, Customer Service, Team Building, New Business Development, Negotiation, Casualty Insurance, Leadership, Management
Education
The University of Texas at El Paso 1983 — 1985
BBA, Business
Janet B. Oxman, CPCU's USI Insurance Services LLC Experience 2010 - September 2014
Job Experienced Insurance Professional in Account Management / Claims Management
Industry Insurance
Experience
Sullivan Group November 2014 - Present
USI Insurance Services, LLC 2010 - September 2014
Liberty Mutual Insurance and subsidiary Helmsman Insurance Agency LLC 1989 - 2009
Liberty Mutual Claims Department 1985 - 1989
Liberty Mutual Claims Department 1980 - 1985
Skills
Insurance, Property & Casualty..., Commercial Insurance, Liability, Underwriting, Casualty, Workers Compensation, Account Management, General Insurance, Designation:CPCU..., Claims Resolution, Casualty Insurance, Excess, Claim
Education
University of Massachusetts, Amherst 1976 — 1980
Bachelors of Business Administration, Marketing, Magna Cum Laude
Sullivan Group November 2014 - Present
USI Insurance Services, LLC 2010 - September 2014
Liberty Mutual Insurance and subsidiary Helmsman Insurance Agency LLC 1989 - 2009
Liberty Mutual Claims Department 1985 - 1989
Liberty Mutual Claims Department 1980 - 1985
Skills
Insurance, Property & Casualty..., Commercial Insurance, Liability, Underwriting, Casualty, Workers Compensation, Account Management, General Insurance, Designation:CPCU..., Claims Resolution, Casualty Insurance, Excess, Claim
Education
University of Massachusetts, Amherst 1976 — 1980
Bachelors of Business Administration, Marketing, Magna Cum Laude
William Clifford's USI Insurance Services LLC Experience December 2013 - Present
Job Employee Benefits Practice Leader at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC December 2013 - Present
USI Insurance Services September 2012 - Present
TD May 2005 - 2012
JPMorgan Chase 2000 - 2005
EmblemHealth 1995 - 2000
Johnson & Higgins 1992 - 1995
Skills
Insurance, Underwriting, Health Insurance, Employee Benefits, Strategic Planning, Disability Insurance, Account Management, Brokers, Sales Management, Risk Management, Executive Management, New Business Development, Mergers, Financial Analysis, Relationship Management, Business Strategy, Benefits Administration, Selling, Mergers & Acquisitions, Leadership, Analysis, Sales, Business Development, Health Care Reform, Health Insurance..., Time & Expense Pricing, Enterprise Risk..., SOX Reporting, Project Portfolio..., Budget Forecasts, Population Health, ERISA, Benefits Captives, Stop Loss, Performance Metrics, Finance, Financial Services, Long-term Care
Education
Colby College 1977 — 1981
AB, Government
Lewiston high school
USI Insurance Services LLC December 2013 - Present
USI Insurance Services September 2012 - Present
TD May 2005 - 2012
JPMorgan Chase 2000 - 2005
EmblemHealth 1995 - 2000
Johnson & Higgins 1992 - 1995
Skills
Insurance, Underwriting, Health Insurance, Employee Benefits, Strategic Planning, Disability Insurance, Account Management, Brokers, Sales Management, Risk Management, Executive Management, New Business Development, Mergers, Financial Analysis, Relationship Management, Business Strategy, Benefits Administration, Selling, Mergers & Acquisitions, Leadership, Analysis, Sales, Business Development, Health Care Reform, Health Insurance..., Time & Expense Pricing, Enterprise Risk..., SOX Reporting, Project Portfolio..., Budget Forecasts, Population Health, ERISA, Benefits Captives, Stop Loss, Performance Metrics, Finance, Financial Services, Long-term Care
Education
Colby College 1977 — 1981
AB, Government
Lewiston high school
Abigail Kilgore, CPCU, CIC, AAI, CRM's USI Insurance Services LLC Experience September 2011 - Present
Job Director of Marketing at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC September 2011 - Present
Liberty Mutual January 2009 - September 2011
Helmsman Insurance Agency, LLC, member Liberty Mutual Group September 2005 - January 2009
USI New England May 1997 - September 2005
Wakefield Co-operative Bank 1983 - 1997
Skills
Property & Casualty..., Workers Compensation, Coverage Analysis, Insurance, Commercial Insurance, Casualty
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Management
Bentley University 1985 — 1988
BS, Economics - Finance
Endicott College 1983 — 1985
AS, Accounting
USI Insurance Services LLC September 2011 - Present
Liberty Mutual January 2009 - September 2011
Helmsman Insurance Agency, LLC, member Liberty Mutual Group September 2005 - January 2009
USI New England May 1997 - September 2005
Wakefield Co-operative Bank 1983 - 1997
Skills
Property & Casualty..., Workers Compensation, Coverage Analysis, Insurance, Commercial Insurance, Casualty
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Management
Bentley University 1985 — 1988
BS, Economics - Finance
Endicott College 1983 — 1985
AS, Accounting
Christine Gawron's USI Insurance Services LLC Experience August 2001 - Present
Job Insurance Professional
Industry Insurance
Experience
USI Insurance Services, LLC August 2001 - Present
Bender Insurance Agency May 1998 - August 2001
B.B.S September 1996 - May 1998
Forman Lowell & Shapiro Inc February 1988 - September 1996
Education
Nassau Community College
Associates Degree in Applied Science (A.A.S, Secretarial Office Technology
New York State
USI Insurance Services, LLC August 2001 - Present
Bender Insurance Agency May 1998 - August 2001
B.B.S September 1996 - May 1998
Forman Lowell & Shapiro Inc February 1988 - September 1996
Education
Nassau Community College
Associates Degree in Applied Science (A.A.S, Secretarial Office Technology
New York State
Steve Sowers's USI Insurance Services LLC Experience May 2003 - Present
Job Vice President, Employee Benefits at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC May 2003 - Present
HRH of Virginia (Willis) August 1994 - April 2003
Wellpoint Anthem June 1984 - August 1994
Skills
Health Savings Accounts, Self-funded, Employee Benefits, COBRA, Health Insurance, Group Medical, Flexible Spending..., Workers Compensation, Disability Insurance, Health Care Reform, Voluntary Employee..., Open Enrollment, Cafeteria Plans, Insurance, Benefits Administration, Brokers, Health & Welfare..., Benefits Design, Group Insurance, Executive Pay
Education
Radford University - College of Business and Economics
Bachelor of Applied Science (B.A.Sc.), Marketing
USI Insurance Services LLC May 2003 - Present
HRH of Virginia (Willis) August 1994 - April 2003
Wellpoint Anthem June 1984 - August 1994
Skills
Health Savings Accounts, Self-funded, Employee Benefits, COBRA, Health Insurance, Group Medical, Flexible Spending..., Workers Compensation, Disability Insurance, Health Care Reform, Voluntary Employee..., Open Enrollment, Cafeteria Plans, Insurance, Benefits Administration, Brokers, Health & Welfare..., Benefits Design, Group Insurance, Executive Pay
Education
Radford University - College of Business and Economics
Bachelor of Applied Science (B.A.Sc.), Marketing
Grisel Hernandez's USI Insurance Services LLC Experience March 2006 - February 2011
Job Experienced Executive Assistant, HR Generalist & Travel Specialist
Industry Executive Office
Experience
Momentum Consulting Corporation March 2013 - October 2014
Stanley Black & Decker , Inc. May 2012 - March 2013
Bice Grand Cafe Management LLC September 2011 - May 2012
Brightstar May 2011 - July 2011
USI INSURANCE SERVICES, LLC March 2006 - February 2011
SONY BROADCAST & PROFESSIONAL LATIN AMERICA January 2001 - March 2006
Sony Broadcast & Professional Latin America January 1997 - January 2001
INTERNATIONAL MARKETING SYSTEMS, INC January 1995 - January 1997
Greater Miami Convention & Visitors Bureau September 1991 - October 1994
Skills
SAP R/3, Travel Management, Microsoft Office, Event Planning, Corporate Events, SAP BW, Expense Management, Project Coordination, MS Project, Visio, Ceridian, PeopleSoft, Public Speaking, SAP, Project Planning, Executive..., Human Resources, Leadership, Administrative..., Outlook, Employee Relations, Budgets, Management, Time Management, Marketing, Event Management, Payroll, Administrative..., Sales
Education
Florida International University - College of Law 2005 — 2007
Certificate, Paralegal Studies
Florida International University 1999 — 2002
Bachelor of Arts, Sociology
Miami Springs Sr. High School
High School Degree
Momentum Consulting Corporation March 2013 - October 2014
Stanley Black & Decker , Inc. May 2012 - March 2013
Bice Grand Cafe Management LLC September 2011 - May 2012
Brightstar May 2011 - July 2011
USI INSURANCE SERVICES, LLC March 2006 - February 2011
SONY BROADCAST & PROFESSIONAL LATIN AMERICA January 2001 - March 2006
Sony Broadcast & Professional Latin America January 1997 - January 2001
INTERNATIONAL MARKETING SYSTEMS, INC January 1995 - January 1997
Greater Miami Convention & Visitors Bureau September 1991 - October 1994
Skills
SAP R/3, Travel Management, Microsoft Office, Event Planning, Corporate Events, SAP BW, Expense Management, Project Coordination, MS Project, Visio, Ceridian, PeopleSoft, Public Speaking, SAP, Project Planning, Executive..., Human Resources, Leadership, Administrative..., Outlook, Employee Relations, Budgets, Management, Time Management, Marketing, Event Management, Payroll, Administrative..., Sales
Education
Florida International University - College of Law 2005 — 2007
Certificate, Paralegal Studies
Florida International University 1999 — 2002
Bachelor of Arts, Sociology
Miami Springs Sr. High School
High School Degree
Kaitlin (Durbin) Kwazneski's USI Insurance Services LLC Experience June 2011 - December 2011
Job Financial Management Analyst at Commander, Navy Region Europe, Africa, Southwest Asia
Industry Accounting
Experience
Commander, Navy Region Europe, Africa, Southwest Asia July 2014 - Present
Zukerman & Associates, Ltd January 2012 - December 2013
USI Insurance Services LLC June 2011 - December 2011
Education
State University of New York Institute of Technology at Utica/Rome 2011 — 2013
MSAcc, Accounting
University of Florida 2007 — 2011
Bachelors, Accounting
Commander, Navy Region Europe, Africa, Southwest Asia July 2014 - Present
Zukerman & Associates, Ltd January 2012 - December 2013
USI Insurance Services LLC June 2011 - December 2011
Education
State University of New York Institute of Technology at Utica/Rome 2011 — 2013
MSAcc, Accounting
University of Florida 2007 — 2011
Bachelors, Accounting
Jake Thornell, CIC's USI Insurance Services LLC Experience 1987 - Present
Job SVP Sales Executive at USI Insurance Services, LLC
Industry Insurance
Experience
USI Insurance Services, LLC 1987 - Present
Skills
Underwriting, Mortgage Lending, Banking, Loans, Relationship Management, Credit, Financial Services, Commercial Banking, Selling, CRM, Customer Service, Leadership, Management, Team Building, Business Analysis
Education
University of Alabama
USI Insurance Services, LLC 1987 - Present
Skills
Underwriting, Mortgage Lending, Banking, Loans, Relationship Management, Credit, Financial Services, Commercial Banking, Selling, CRM, Customer Service, Leadership, Management, Team Building, Business Analysis
Education
University of Alabama
Janet Crish's USI Insurance Services LLC Experience August 2014 - Present
Job Employee Benefit Analyst at USI Insurance Services LLC
Industry Financial Services
Experience
USI Insurance Services LLC August 2014 - Present
EFT Corporation / Dynamic Management Systems April 2011 - August 2014
Flexible Benefit Administrators, Inc. March 2006 - April 2011
Resource Bank 2000 - 2003
Skills
Human Resources, Risk Management, Change Management, HRA, Flexible Spending..., Health Savings Accounts, Employee Benefits, Benefits Administration, Benefits Management, Account Management, Employee Relations, Employee Training, Employee Management, Customer Service, Recruiting, HR Policies, New Hire Paperwork, General Insurance, Insurance, Health Insurance, Brokers, Disability Insurance, Life Insurance
Education
Old Dominion University 1991 — 1994
BSBA, Human Resources
NCHS
USI Insurance Services LLC August 2014 - Present
EFT Corporation / Dynamic Management Systems April 2011 - August 2014
Flexible Benefit Administrators, Inc. March 2006 - April 2011
Resource Bank 2000 - 2003
Skills
Human Resources, Risk Management, Change Management, HRA, Flexible Spending..., Health Savings Accounts, Employee Benefits, Benefits Administration, Benefits Management, Account Management, Employee Relations, Employee Training, Employee Management, Customer Service, Recruiting, HR Policies, New Hire Paperwork, General Insurance, Insurance, Health Insurance, Brokers, Disability Insurance, Life Insurance
Education
Old Dominion University 1991 — 1994
BSBA, Human Resources
NCHS
Michael S. Culnen's USI Insurance Services LLC Experience May 2015 - Present
Job Expert in Construction Risk Management
Industry Construction
Experience
USI Insurance Services, LLC May 2015 - Present
Surety Partners of America 2009 - Present
Skills
Leadership, New Business Development
Education
University of Denver
Bachelor's Degree, Business Management
USI Insurance Services, LLC May 2015 - Present
Surety Partners of America 2009 - Present
Skills
Leadership, New Business Development
Education
University of Denver
Bachelor's Degree, Business Management
Kerri Rego's USI Insurance Services LLC Experience Sr. Vice President OperationsUSI Insurance ServicesJune 2008 - Present
Job Sr. Vice President Operations at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services LLC Sr. Vice President OperationsUSI Insurance ServicesJune 2008 - Present
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science (B.S.), Legal Studies, General
USI Insurance Services LLC Sr. Vice President OperationsUSI Insurance ServicesJune 2008 - Present
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science (B.S.), Legal Studies, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY