VelaPoint Personal Insurance
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VelaPoint Personal Insurance Employees
SELCO Community Credit Union June 2015 - Present
Tactical Insurance Support August 2011 - Present
Independent September 2014 - June 2015
Velapoint Personal Insurance June 2013 - December 2013
SegurosVitales.com January 2009 - March 2013
Strategic Insurance Services (dba) October 2008 - August 2011
National Life Insurance Company November 2007 - August 2008
SBLI USA January 2001 - May 2004
Puerto Rican American Life Insurance Co. August 1997 - May 2000
Caribbean American Life Assurance Company June 1989 - August 1997
Skills
Professional Services, Insurance, Product Development, Negotiation, Underwriting, Marketing Strategy, Market Research, Marketing Operations, Commercial Insurance, Tactical Planning, Tactical Marketing, Strategic Thinking, Strategic Planning, New Business Development, Brokers, Health Insurance, Life Insurance, Portfolio Management, Property & Casualty..., Leadership, Marketing, Sales, Fixed Annuities, Reinsurance, Term Life Insurance, Disability Insurance, Management, Casualty, Liability, General Insurance, Claim
Education
Louisiana State University 1982 — 1984
Master in QBA
University of Iowa 1981 — 1982
Actuarial
Interamerican University 1977 — 1981
BS
California Culinary Academy
Chef - Le Cordon Bleu
VelaPoint Personal Insurance June 2014 - Present
Rental clothing co. September 2012 - Present
auto express window sticker co. May 2010 - July 2010
frys electronics March 2007 - July 2009
Skills
Adobe Creative Suite, Graphic Design, Editorial Photography, Still Photography, Social Photography, Automotive Photography, Goal-driven leader, Oral & Written..., Brand design, Typesetting, Typography, Grid Systems, Poster Presentations, Magazine Design, Magazine Layout Design, Branding & Identity, Corporate Branding, Type Design, Kinetic Typography, Book Design, Photography, Brand Design, Vector Illustration, Visual Communication, Layout, Web Design
Education
The Art Institute of Portland 2014 — 2015
Bachelor of Arts (B.A.), Graphic Design
The Art institute of Sacramento 2011 — 2013
Associate of Arts (A.A.), Graphic Design
University of Phoenix-Sacramento Valley Campus 2008 — 2009
general education
HRAnswerLink March 2013 - Present
Velapoint personal insurance June 2012 - January 2013
Express Staff Management November 2010 - January 2012
Partnerships in Community Living September 2009 - November 2010
ID Experts April 2008 - June 2009
Skills
Employee Relations, Training, Training Needs Analysis, Curriculum Development, Coaching, Recruiting, Management, Performance Management, Leadership Development, Employee Training, Certifications, Onboarding, Employee Benefits, Team Building, Talent Management, Benefits Administration, New Hire Orientations
Education
La Roche College 2002 — 2006
Bachelors, Psychology
LDS Church Callings/Experience: Hillsboro Stake/Cornell Ward (formerly Dawson Creek Ward pre-2007) May 2004 - Present
Self June 1991 - Present
VelaPoint Personal Insurance July 2014 - August 2015
Pacific University August 2013 - May 2014
Bienestar June 2013 - August 2013
Scentsy Independent Consultant January 2011 - January 2013
Comcast April 2007 - February 2011
Hillsboro School District October 2005 - April 2007
State Farm Insurance Agent's March 1995 - January 2005
Hillsboro Soccer Club August 1999 - November 1999
Skills
Public Speaking, Customer Service, Leadership, Management, Program Management, Administration, Insurance, Coaching, Training, Microsoft Office, Microsoft Word, Team Leadership, Event Planning, Team Building, Call Centers, Classroom, Strategic Planning, Interviews, Microsoft Excel, Process Improvement, Account Management, Data Analysis, PowerPoint, Troubleshooting, Outlook, Customer Satisfaction, Project Management, Customer Experience, Editing, Staff Development, Testing, Leadership Development, Data Entry, Social Networking, Teaching, Access, Cross-functional Team..., Business Strategy, Teamwork, Higher Education, Social Media, Budgets, Recruiting, Analysis, Employee Relations, Sales, Operations Management, Time Management, Telecommunications, VoIP
Education
University of Phoenix 2014 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services
Pacific University 2011 — 2014
Bachelor's Degree, Education and Learning
Portland Community College 2011 — 2013
Oregon Transfer Degree, Oregon Transfer Associate of Science, 3.3
University of Phoenix 1999 — 2010
Bachelor's Degree, Communication, General, 3.77
Portland State University 2003 — 2003
Sociology
ProSchools 1997 — 1998
General Lines, Life, and Health, Insurance
Astoria Beauty College 1992 — 1994
Licensed Hair, Nails, and Facial Tech, Licensed Hair, Nails, and Facial Tech
Clatsop Community College 1992 — 1994
Business Certificate, Business Administration and Management, General
Tongue Point Job Corps Center 1992 — 1993
Business and Clerical, Cosmetologist, and community college student, Licensed Hair, Nails, and Facial Tech
VelaPoint Personal Insurance July 2014 - Present
Velapoint Personal Insurance March 2014 - July 2014
Jersey Mike's Subs December 2013 - March 2014
Velapoint Personal Insurance September 2013 - March 2014
Portland State University June 2012 - October 2013
Trader Vic's September 2011 - July 2013
Portland State University December 2011 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Social Networking, Event Planning, Event Management, Team Leadership, Time Management, Leadership
Education
Portland State University 2009 — 2013
Bachelor of Science (BS), Community Development
Portland Benefits Group September 2011 - Present
Oregon Term Broker July 2012 - Present
Velapoint Personal Insurance August 2011 - September 2012
AT&T August 2006 - February 2008
Skills
Insurance, Customer Service, Customer Relations, Sales Management, Outlook, Word, Emergency Management, Sales Skills Training, Political Campaigns, Call Center Management, Microsoft Word, Call Center, Selling Skills, Health Insurance, Call Centers, Employee Benefits, Life Insurance, Retirement Planning, Disability Insurance, Sales, Training, Management, Small Business, Term Life Insurance, Marketing, Long-term Care, Selling, Team Building, Critical Illness, Health Savings Accounts, Brokers, Whole Life, Universal Life, Fixed Annuities, Investments, Long Term Care Insurance, Leadership, Account Management, Strategic Planning, New Business Development, Public Speaking
Education
University of Oregon 2008 — 2010
B.S., Political Science, 3.67
Portland Community College 2007 — 2008
na, General Studies
Pacific University 2005 — 2006
na, Communications
Sherwood High School
America's Health Care Plan (AHCP) March 2014 - Present
Velapoint Personal Insurance September 2013 - March 2014
ALIGN Wellness Center December 2012 - September 2013
Skills
Insurance, Training, Data Entry, Life & Health Insurance..., Customer Service..., General Insurance, Health Insurance, Life Insurance
Education
Central Washington University 2007 — 2011
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
Clark College 2006 — 2007
General Studies, Running Start
Velapoint Personal Insurance July 2013 - Present
Bright Now! Dental November 2012 - Present
OHSU 1999 - 2011
Skills
Quality Patient Care, Conflict Resolution, Telephone Reception, Health Insurance, Dental Care
Education
NIPR online 2012 — 2012
Life and Health Insurance License, Insurance, n/a
Chemeketa Community College 1995 — 1997
Expanded Functions Dental Assisting with Radiological Proficiency, Dental Assisting/Assistant
Velapoint Personal Insurance September 2013 - Present
Skills
Producer, teacher,..., Acting, Public Speaking, Teaching, Theatre, Performing Arts, Drama, Creative Writing, Training, Film, Social Media, Microsoft Office, Entertainment, Plays, Art
Education
Barnard College
B.A. English Literature, English Language and Literature, General
Larry Sherwood and Associates August 2014 - Present
Velapoint personal insurance March 2013 - May 2014
TKO H2O October 2009 - January 2014
GB Sales Flooring and Window Treatment October 2010 - May 2011
Lessler’s Draperies and Design January 2009 - October 2010
Optimum Health Institute October 2009 - March 2010
Superfloors February 2006 - October 2008
Columbia Carriage Company January 2003 - March 2006
Lowe's Home Improvement August 2004 - February 2006
JC Penney December 2001 - August 2004
Skills
Sales, Marketing, Team Building, Customer Service, Leadership, Small Business, Public Speaking, Strategic Planning, Sales Management, Negotiation, Social Media, Project Management, Selling, Entrepreneurship, Account Management, Budgets, Coaching, Team Leadership, Fundraising, New Business Development, Online Marketing, Direct Sales, Public Relations, Marketing Strategy, Business Strategy, Contract Negotiation, Sales Process, Facebook, Customer Satisfaction, Retail, Social Media Marketing, Process Scheduler, Team Management, Advertising, Program Management, Leadership Development, Raw Food, Holistic Health, Employee Benefits, Voluntary Employee..., Employee Benefits Design
Education
San Diego Mesa College 1997 — 1999
Moda Health, formerly ODS July 2014 - Present
Moda Health, formerly ODS October 2013 - July 2014
Willamette 205 Executive Suites December 2012 - September 2013
Velapoint personal insurance June 2011 - December 2012
Comcast July 2010 - October 2010
Charter Communications June 2009 - June 2010
Kelly Stober inc. January 2006 - June 2009
Skills
Customer Service, Sales, Administrative..., Office Administration, Microsoft Office, Microsoft Excel, Social Media Marketing, Office Management, Case Managment, Answering Phones, Phone Skills, Customer Retention, Insurance, Telephone Skills
Education
Portland Community College 2011 — 2013
General Studies
William J Pete Knight High school 2003 — 2007
diploma, High School/Secondary Diplomas and Certificates
Pistn/MSPRO LLC November 2013 - Present
VelaPoint Personal Insurance July 2014 - January 2015
Wilshire Academy June 2012 - August 2013
California Institute of Technology September 2004 - December 2011
Caltech Y May 2011 - September 2011
California Institute of Technology June 2007 - September 2011
Stathopoulos Lab June 2009 - August 2009
California Institute of Technology June 2009 - July 2009
Ricketts House September 2007 - February 2008
California Institute of Technology August 2007 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Competent Communicator..., Composing Music, Songwriting, Acting, Word, Excel, PCR, Matlab
Education
California Institute of Technology 2004 — 2011
B.S, Biology
Velapoint Personal Insurance January 2014 - Present
Health Partners America January 2007 - Present
Health Partners America April 2009 - January 2014
Skills
Employee Benefits, Life Insurance, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, Term Life Insurance, Medicare, Long-term Care, Health Insurance..., Retirement, Long Term Care Insurance, Small Business, Casualty, Brokers, Critical Illness, Insurance Brokerage, Fixed Annuities, Benefits Design, Defined Benefit, Workers Compensation, Professional Liability, Whole Life, Universal Life, Accident
Education
Southwestern Assemblies of God University
Independent Defenders, Incorporated April 2013 - Present
Multnomah County August 2012 - Present
Rebecca Schaleger Law Office August 2010 - 2012
Velapoint Personal Insurance January 2010 - September 2010
Daimler Trucks North America 2008 - 2009
Daimler Trucks North America 2006 - 2008
Daimer Trucks NA August 2001 - 2006
Skills
Legal Documents, Family Law, Legal Assistance, Cross Functional..., Strategic Planning, Team Leadership, Team Building, Negotiation, Business Development, Event Management, Event Planning, Account Management, Motivational..., Training
Education
Oregon State University 1996 — 2001
Bachelor of Business Administration (BBA), International Business
Oregon State University 1996 — 2001
Foreign Language, Spanish Language and Literature
UnitedHealthcare October 2014 - Present
Velapoint personal insurance September 2012 - September 2014
UnitedHealthcare January 2011 - September 2012
UnitedHealthcare, Individual Lines of Business 2005 - January 2011
UnitedHealthcare July 2006 - December 2010
The Bentcil Company June 1999 - July 2005
Skills
Call Center, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Medicare, Life Insurance, Brokers, Medicare Part D, Health Savings Accounts, Underwriting, Claim, Fixed Annuities, Long-term Care, Property & Casualty..., Managed Care, General Insurance, Health Care Reform, Recruiting, Critical Illness, Health Policy, Self-funded, Accident, Account Management, Healthcare, Sales Presentations
Education
Olivet Nazarene University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Velapoint Personal Insurance December 2010 - January 2013
Polygon Northwest June 2006 - October 2008
Fidelity National Title January 2002 - June 2006
Transnation Title Company March 1998 - January 2002
Chicago Title Insurance Company April 1993 - March 1998
Skills
Goal Oriented, Team Building, Leadership, Marketing, Real Estate Development, Real Estate, Real Estate Transactions, Short Sales, First Time Home Buyers, Sellers, Contract Negotiation, Commercial Real Estate, Budgets, Strategic Planning, Negotiation, Customer Service
Education
Marylhurst University 2001 — 2006
MBA
University of Phoenix 1999 — 2001
BS
I Can Benefit Group Inc. October 2011 - Present
Velapoint Personal Insurance 2010 - Present
The Art of Bloom May 2004 - Present
Eco-Resource Group February 2009 - September 2011
Fidelity National Title June 2005 - November 2010
Keller Williams Realty December 2003 - September 2005
Ticor Title Insurance Co. March 1999 - February 2005
Skills
Leadership, Recruiting, Marketing Strategy, Sales, Training, Market Research, Business Development, First Time Home Buyers, Coaching, Short Sales, Insurance, Foreclosures, Real Estate
Education
Portland Community College 1999 — 2000
Certificate for Legal Assistant, Paralegal Courses
Sandhills Community College 1978 — 1982
AA, Business Administration
Velapoint Personal Insurance September 2013 - October 2013
Xerox Corporation June 2012 - September 2013
Cascade Building Maintenance,Inc May 2011 - November 2011
Nationwide Insurance October 2002 - November 2009
AIG October 1990 - October 1992
AIG 1988 - 1992
Firemans Fund Insurance Company May 1986 - September 1988
Skills
Payroll Administration, vehicle maintenance..., Human Resources, Commercial Insurance, Insurance, Team Building, Risk Management, Property & Casualty..., Customer Service, Outlook, Contract Negotiation, Account Management, Payroll, Liability, Employee Benefits, Financial Risk, Access, Brokers, Small Business, PowerPoint, Microsoft Word, Reinsurance, Underwriting, Microsoft Excel, Negotiation, Umbrella Insurance, Accounting, Health Insurance, Life Insurance, Process Improvement, Cold Calling, Customer Satisfaction, Customer Retention
Education
Pierce College 2000 — 2001
Computer Technology
Insurance Institute of America 1977 — 1985
Certificate, General Insurance
Northwestern College Of Business 1975 — 1976
Certificate, Business Administration
Mt. Hood Community College
2yr Automotive Technology
Banner Health July 2015 - Present
ZoomCare, PC September 2014 - April 2015
Farmers Insurance June 2013 - September 2014
Velapoint personal insurance February 2012 - June 2013
Best Buy April 2007 - February 2012
Skills
Multitasker, Problem Solving, Customer Satisfaction, Collaborative, Computer Hardware, Windows 7, Process-Oriented, Patient, Customer Service, Customer Focus, Listening Skills, Computer Repair, Operating Systems, Operations, Sales Management, Troubleshooting, Life Insurance, Employee Benefits, Call Centers, Insurance, Technical Support, Health Insurance, Term Life Insurance, Telephone Skills, Customer Retention, Outlook, Sales, Leadership, Training, Team Building
Education
Portland Community College 2009 — 2011
Associates, Micro Computer Hardware, Unix, Software Design, Java Script, Java programming, C, C++
Lane Community College 2007 — 2008
Bachelors, Mathematics, Computer Concepts, General Education
PCG January 2012 - Present
Velapoint personal insurance February 2010 - Present
AE Inc. February 2009 - Present
HAVVN February 2008 - December 2011
Pacific Benefits Group NW February 2007 - February 2010
Skills
Life Insurance, Health Insurance, Sales, Insurance, Sales Management, Term Life Insurance, Brokers, New Business Development, Underwriting, Account Management, Strategic Planning, Coaching, Marketing Strategy, Entrepreneurship, Management, Customer Service, Project Management, Investments, Training, Business Strategy, Online Marketing, Start-ups, Selling, Lead Generation, Advertising, Marketing, Leadership, Disability Insurance, Employee Benefits, Fixed Annuities, Sales Operations, Small Business, Direct Sales
Education
Portland State University 2005 — 2007
Bachelor’s, Management & Marketing
Clackamas Community College 2003 — 2005
Associate of Science Degree, Business Administration
Eoff Electric Supply September 2015 - Present
Ferguson Enterprises July 2014 - September 2015
Cascade Lighting Representatives November 2010 - July 2014
Velapoint personal insurance June 2010 - November 2010
Globe Lighting March 2003 - June 2010
Globe Lighting January 1997 - March 2003
Skills
Lighting Design, Lighting, Customer Satisfaction, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Lighting Control, Architectural Lighting, Photoshop, Sales Management, Purchasing, Negotiation, Electricians, Problem Solving, Mobile Marketing, Text Marketing, Direct Sales, Telemarketing, Sales Prospecting, Marketing, Pricing, Sales Operations, New Business Development, LED lighting systems
Education
The Art Institute of Portland 1994 — 1996
Associate of Science (AS), Interior Design
Berklee College of Music 1988 — 1989
Clean Energy Experts June 2014 - Present
Velapoint Personal Insurance August 2013 - June 2014
Compass Group North America August 2012 - May 2013
Holiday Retirement April 2012 - August 2012
Gelato and Yogurt Lounge July 2011 - August 2012
Borders September 2008 - July 2011
Starbucks July 2006 - August 2008
Skills
Food Preparation, Customer Service, Culinary Skills, Cooking, Catering, Food Service, ServSafe, Sanitation, Menu Development, Food & Beverage, Food, Food Safety, Cashiering, Hospitality, Recipes, Typing, Microsoft Word, Outlook, PowerPoint, Team Building, Social Media, Microsoft Excel, Social Networking, Strategic Planning, Training
Education
Le Cordon Bleu College of Culinary Arts-Portland 2011 — 2012
Certificate, Culinary Arts/Chef Training
Chemeketa Community College 2008 — 2010
General Studies
Integrated Healthcare Solutions December 2011 - Present
Velapoint Personal Insurance December 2010 - September 2011
Pacific Benefits Group NW April 2008 - December 2010
Education
Portland State University 2000 — 2006
Bachelor's degree, Spanish Language and Literature
Delta Management September 2015 - Present
Jerry Erwin and Associates January 2015 - August 2015
VelaPoint Personal Insurance May 2014 - January 2015
Aflac February 2014 - May 2014
University of Portland September 2011 - August 2013
Martin, Bischoff, Templeton, Langslet & Hoffman LLP December 2012 - January 2013
C. Stein Distributing May 2012 - August 2012
C. Stein Distributing May 2010 - August 2010
Skills
Accounting, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Invoicing, Financial Accounting, Financial Analysis, Sales, Time Management, Health Insurance, Affordable Care Act, Budgets, Customer Service
Education
University of Portland 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Clark College 2007 — 2011
Business
Planet Insurance Solutions/Allstate Insurance May 2015 - Present
Self February 2015 - Present
Self-Employed February 2014 - Present
VelaPoint Personal Insurance April 2014 - August 2014
BroadPath Healthcare Solutions September 2013 - April 2014
HealthChoiceOne May 2013 - April 2014
American Insurance Organization(A.I.O.) August 2012 - April 2013
ALLSTATE INSURANCE September 2011 - August 2012
Allstate Insurance August 2010 - February 2011
Skills
Health Insurance, Whole Life, Life Insurance, Term Life Insurance, Critical Illness, Insurance, Employee Benefits, Homeowners, Supplemental Health, Small Business, Commercial Insurance, Disability Insurance, General Insurance, Property & Casualty..., Underwriting, Fixed Annuities, Indexed Annuities
Education
University of North Texas
B.S., Liberal Arts
24 Hour Fitness June 2015 - Present
VelaPoint Personal Insurance August 2014 - March 2015
Elite Sports Performance December 2013 - August 2014
Skills
Social Media Marketing, Marketing, Football, Short Sales, Personal Training, Team Building, Leadership, Account Management, Social Media, Sales, Event Planning
Education
Eastern Oregon University 2009 — 2014
Bachelor's degree, Marketing
Gloud Insurance Services March 2004 - Present
Fortegra - Life and Health Services October 2012 - April 2014
Velapoint personal insurance 2012 - 2012
McDonald's Corporation June 1994 - June 2004
The Southland Corp March 1989 - June 1994
Skills
Insurance, Employee Benefits, Health, Long Term Care, Customer Relations, Customer Service, Long-term Care, Health Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Property & Casualty..., Marketing, Direct Sales, Term Life Insurance, Universal Life, Selling, Sales Presentations, Sales, B2B, Account Management, Retirement Planning, Small Business, Wealth, Brokers, Whole Life, Long Term Care Insurance, Critical Illness, Management, Umbrella Insurance, Health Savings Accounts, Accident
Education
Eastern Oregon University 1996 — 2002
Liberal Arts, Business/Political Science, 3.52
America's Health Care Plan (AHCP) June 2015 - Present
Velapoint personal insurance March 2013 - Present
Velapoint Personal Insurance March 2013 - Present
Circulation Sales Unlimited September 2003 - March 2013
Circulation Sales Unlimited July 2011 - December 2012
Universal Circulation Marketing July 2007 - June 2011
Skills
Sales, Marketing Strategy, Sales Management, Sales Presentations, Direct Marketing, Sales Process, Leadership, Selling, Customer Service, Microsoft Office, Direct Sales, Business Development, Marketing, Advertising, Social Media Marketing, Account Management, Customer Satisfaction, Employee Benefits, Management, Team Building
Education
Southern Oregon University 1996 — 2001
Marketing/Marketing Management, General
Southern Oregon University 1996 — 2000
Marketing
Deakin University 1998 — 1999
Marketing/Marketing Management, General
Allstate June 2015 - Present
Cover Oregon February 2014 - August 2014
Preferred Choice Insurance Group of Oregon February 2013 - July 2013
Velapoint personal insurance July 2012 - January 2013
Randstad January 2012 - April 2012
Staff Force November 2011 - December 2011
Spherion August 2010 - 2011
BeenVerified.com January 2010 - May 2010
Frank, Frank, Goldstein & Nager, P.C. January 2008 - July 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Research, Public Speaking, Insurance, Strategic Planning, English, Budgets, Negotiation, Windows, Property & Casualty..., Editing, Teaching, Liability, Commercial Insurance, Software Documentation
Education
Berkeley College-Woodland Park 1993 — 1994
Computer Application
Kean University 1984 — 1987
Political Science and Government
Velapoint personal insurance December 2010 - Present
NIKE November 1991 - November 2004
Skills
Insurance, Health Insurance, Market Conduct, Insurance Regulatory, Fixed Annuities, Brokers, General Insurance, Property & Casualty..., Credit Hire, Life Insurance, Disability Insurance, Health Care Fraud, Accident Benefits, Term Life Insurance, Automobile Liability
Education
University of Oregon