Wachovia Insurance Services
Industry: Company
DescriptionParent organizations: Wells Fargo, Wachovia Subsidiaries: Palmer & Cay of Georgia LLC,
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Wachovia Insurance Services Employees
CNA Insurance June 2014 - Present
Junior League of Boston June 2010 - Present
Willis September 2011 - June 2014
Zurich Insurance July 2010 - August 2011
T & H Brokers, Inc February 2008 - July 2010
ACE Group November 2005 - February 2008
Wachovia Insurance Services June 2004 - November 2005
Sutter McLellan Gilbreath August 2001 - June 2004
Aon Risk Services April 1998 - August 2001
Skills
Insurance, Analysis, Workers Compensation, Property & Casualty..., New Business Development, Employee Training, Brokers, Risk Management, Customer Service, Underwriting, Marketing, Social Networking, Account Management, Real Estate, Proposal Writing, Financial Risk
Education
University of Georgia - Terry College of Business 1993 — 1998
BBA, Risk Management and Insurance
Business Technology Solutions 2006 - Present
Wachovia Insurance Services 2002 - 2005
Hamilton Dorsey Alston Co 1992 - 2002
Skills
Insurance, Customer Service, Leadership, Project Management, Lotus Notes, Microsoft Office, Vendor Management, Analysis, Business Analysis, Outsourcing, Business Development, Team Leadership, Process Improvement
Education
Insurance Institute of America 1997 — 1998
AAM, Associate of Automation Management
University of North Georgia 1981 — 1985
BS, Computer Science
AmWINS Group February 2015 - Present
AmWINS Group July 2010 - February 2015
Wells Fargo Insurance Services February 2009 - July 2010
Wachovia Insurance Services January 2008 - February 2009
Wake Forest University January 2007 - December 2008
Wachovia Insurance Services March 2005 - January 2008
Palmer & Cay April 2000 - March 2005
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Brokers, Commercial Insurance, Workers Compensation, Financial Risk, Professional Liability, Health Insurance, Liability, Project Management, Strategic Planning, Casualty, Risk Analysis, Pricing, Account Management, Analysis, Leadership, Legal Liability, Business Analysis, CRM, Reinsurance, Commercial Lines, D&O, Excess, General Insurance, Claim, Employment Practices..., Claims Management, Umbrella Insurance, Casualty Insurance
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2008
MBA
Insurance Institute of America 2005 — 2006
ARM, Associate in Risk Management
University of North Carolina at Charlotte 1996 — 2000
Finance, Risk Management and Insurance
Easton Insurance and Risk Management August 2015 - Present
USI Insurance Services November 2012 - August 2015
Lanier Upshaw May 2010 - October 2012
Aon Risk Solutions January 2009 - May 2010
Wachovia Insurance Services February 2000 - January 2009
Welsch Flatness & Lutz April 1995 - February 2000
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Workers Compensation, Risk Management, Claims Management, Liability, Commercial Lines, Casualty, D&O, Employee Benefits, Health Insurance, Reinsurance, Umbrella Insurance, Employment Practices..., Financial Risk, Casualty Insurance, Health Savings Accounts, Term Life Insurance, Claim, Legal Liability
Education
University of Missouri-Columbia 1991 — 1994
BS, Agriculture
University of Missouri-Columbia 1991 — 1994
Bachelor of Science (BS), Agriculture, Agriculture Operations, and Related Sciences
Willis of FloridaRetired March 2007 - Present
Wachovia Insurance Services March 2003 - May 2007
USF&G 1986 - 2003
Skills
Surety, Property & Casualty..., Surety Bonds, Underwriting, Brokers, Commercial Insurance, D&O, Bonds, Reinsurance, Professional Liability, Captives, Casualty, Insurance, Risk Management, Commercial Lines, Liability, Employment Practices..., Umbrella Insurance, Workers Compensation, General Insurance, Legal Liability
Education
University of South Carolina-Columbia
MBA, Finance
Infinity Insurance December 2009 - Present
AIG/21st Century/Farmers Group June 2007 - December 2009
McKesson Provider Technologies May 2005 - June 2007
Wachovia Insurance Services May 2003 - May 2004
Marsh May 2001 - May 2003
Skills
Pricing, Product Management, Consultative Selling, Product Development, Forecasting, Selling, Analysis, Risk Management, Budgets, Management, Strategic Planning, Insurance, Leadership, Financial Modeling, Finance, Process Improvement, Property, Strategy, Business Analysis
Education
University of Georgia - Terry College of Business 2004 — 2005
MBA, Finance, Real Estate
University of Georgia - Terry College of Business 1997 — 2000
BBA, Risk Management & Insurance
Herschel V. Jenkins 1993 — 1997
PURE Group of Insurance Companies January 2012 - Present
Privilege Underwriters 2008 - January 2012
Wachovia Insurance Services 2005 - 2007
Palmer & Cay April 2002 - April 2005
Johnson & Higgins 1977 - 1997
Skills
Property & Casualty..., Insurance, Strategic Planning, Management, Team Building, Sales, New Business Development, Sales Management, Leadership, Process Improvement, Executive Management, Marketing Strategy, Underwriting
Education
University of Kentucky 1972 — 1976
BA, Business Administration
Injured Reserve April 2010 - Present
Willis of Florida June 2012 - August 2012
Peoples First Insurance Services, LLC August 2008 - March 2010
Wachovia Insurance Services December 2004 - August 2008
Florida Association of Insurance Agents 2003 - 2006
Hunter Insurance Group, Inc November 1995 - August 2004
Kuykendall Insurance Group March 1992 - October 1995
Skills
Insurance, Risk Management, Property & Casualty..., Underwriting, Commercial Insurance, New Business Development, Workers Compensation, Sales, Management, Casualty, Liability, Commercial Lines, Training, General Insurance, Professional Liability, Business Strategy, Contract Negotiation, Claim, Umbrella Insurance, Strategic Planning, Team Leadership, Financial Risk, Sales Management, Account Management, Negotiation, Customer Service, Executive Management, Business Analysis, Operations Management, Business Planning, Budgets, Team Building, Small Business, Direct Sales, Customer Satisfaction, Business Management, Sales Support, Risk, Contract Negotiations, Consultative Selling, Mentoring, Customer Relations, Umbrella, Claims, Problem Solving, Marketing Strategy, Budgeting, Competitive Analysis, Public Speaking, Mentorin
Education
University of Mississippi 1980 — 1984
Bachelor, Business Administration
Tupelo High School
4.0
Constellation Energy June 2010 - Present
RCM&D 2007 - 2009
L. Warner Companies 2004 - 2005
Wachovia Insurance Services October 1996 - April 2004
CBRE & Trammell Crow (Casey & Associates) 1988 - 1996
Woodlawn Cemetery and Holly Hill Memorial Gardens 1979 - 1988
Skills
Sales Leadership, Personnel Development, Marketing Strategy, New Business Development, Strategic Planning, Business Development, Mergers, Energy, Sales, Team Building, Risk Management, Project Management, Renewable Energy, Team Leadership, Marketing, Strategy, Contract Negotiation, Negotiation, Direct Sales, Financial Analysis, Executive Management, Business Strategy, Account Management, Sales Management, Management, Forecasting, Demand Response, Program Management, Personal Development, Leadership, Budgets, Product Development, Selling, Commodity Markets, Energy Markets, Start-ups, Electricity Markets, Integrated Marketing, Smart Grid, Alternative Energy, Cleantech, Energy Policy, Energy Management, Natural Gas, Mergers
Education
Gilman
University of Miami
Hill and Associates LLC May 2008 - Present
Wachovia Insurance Services May 2007 - July 2008
Wachovia Bank, N.A.
Tampa Housing Authority December 2002 - May 2003
Hillsborough County-Children's Board July 2001 - October 2002
Metropolitan Life "MetLife" Insurance Co. May 1997 - May 2001
Capital One, FSB April 1996 - May 1997
Skills
Financial Reporting, Compliance, Budgeting, Problem Solving, Insurance, Microsoft Office Suite, Notary Public
Education
University of South Florida 2009 — 2010
Certificate, Project Management
Tampa College 1992 — 1993
Masters, Business Administration
University of Maryland College Park 1985 — 1989
B.A., Economics
Fallon Benefits Group May 2007 - Present
Wachovia Insurance Services May 2001 - May 2007
Skills
Employee Benefits, Health Savings Accounts, Small Business, Executive Management, Insurance, Healthcare, Underwriting, Disability Insurance, Process Improvement, Health Insurance, New Business Development, Mergers & Acquisitions, Sales, Benefits Administration, Life Insurance, Long-term Care, Workers Compensation, Brokers, Term Life Insurance
Education
University of Georgia - Terry College of Business 1976 — 1980
Bachelor of Business Administration (BBA), Risk Management and Insurance
Seacrest Partners, Inc. October 2014 - Present
Willis March 2007 - October 2014
Wachovia Insurance Services 2005 - 2007
Palmer and Cay Georgia 2003 - 2005
Education
University of South Carolina-Columbia 1998 — 2002
Business Administration and Management, General
Sterling Risk Advisors September 2015 - Present
Sterling Risk Advisors, Inc. June 2012 - Present
McGriff, Seibels & Williams March 2011 - June 2012
Zurich Insurance Services June 2006 - March 2011
USAssure June 2006 - March 2011
Adairsville Metal Products, Inc. October 2003 - May 2006
Wachovia Insurance Services December 2001 - May 2003
Marsh USA, Inc. January 2000 - November 2001
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Marketing, Management, Commercial Lines, Analysis, Account Management, Sales, Employee Benefits, Casualty, Liability, Risk Management, Casualty Insurance, Professional Liability, General Insurance, D, Employment Practices..., Claims Management, Umbrella Insurance, Legal Liability
Education
University of Georgia - Terry College of Business 1995 — 1999
BBA, Risk Management and Insurance
Glynn Academy 1991 — 1995
Ironwood Insurance Services, LLC September 2015 - Present
Palmer & Cay January 2013 - September 2015
Snellings Walters Insurance Agency June 2008 - January 2013
Wachovia Insurance Services October 2005 - June 2008
Skills
Property & Casualty..., Commercial Insurance, Aviation Insurance, Directors & Officers..., Professional Liability, Risk Management, Private Equity
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA in Risk Management & Insurance, Risk Management & Insurance
Board of Directors - Nonprofit Leadership Center of Tampa Bay March 2011 - Present
M.E. Wilson Company July 2005 - Present
Cybersettle Inc. May 2001 - December 2004
Wachovia Insurance Services 1993 - 2001
Farmers Insurance April 1988 - April 1993
Skills
Claims Management, Risk Assessment &..., Insurance, Risk Assessment, Property & Casualty..., Workers Compensation, Team Building, Risk Management, Creative Solutions, Leadership, Commercial Insurance, Employee Benefits, Training, Management, Legal Liability, Small Business, Analysis, Claim, Professional Liability, Policy, Brokers, Casualty, Liability
Education
University of Illinois at Urbana-Champaign 1982 — 1987
BS, Independent Plans of Study - Business Management
University of Illinois at Urbana-Champaign
B.S. in Restaurant/Business Management
PURE Group of Insurance Companies September 2014 - Present
PURE Group of Insurance Companies February 2014 - September 2014
PURE Group of Insurance Companies February 2012 - February 2014
PURE Group of Insurance Companies February 2008 - February 2012
Wachovia Insurance Services August 2002 - February 2008
Skills
Property & Casualty..., Insurance, Underwriting, New Business Development, Sales, Sales Management, Liability, Operational Risk..., Brokers, Casualty, Executive Pay, General Insurance, Legal Liability, Risk Management, Commercial Insurance, Reinsurance
Education
University of South Carolina-Columbia 1982 — 1986
B.S
University of South Carolina-Columbia 1982 — 1986
David M. Gilston Agency October 2008 - October 2010
Wachovia Insurance Services May 2004 - October 2008
Education
University of South Carolina - The Moore School of Business 2000 — 2004
Marketing & Risk Management
Hammond School
TriSure Corporation June 2011 - Present
TriSure Corporation June 2006 - June 2011
Wachovia Insurance Services January 2005 - May 2006
Henderson Brothers February 2001 - January 2005
Gleason Agency March 1999 - December 2000
Skills
Property & Casualty..., Insurance, Casualty, Commercial Insurance, Commercial Lines, Workers Compensation, Umbrella Insurance, Liability, D&O, Professional Liability, Employment Practices..., Legal Liability, Inland Marine, General Insurance, Risk Management, Liability Analysis, Brokers, Casualty Insurance
Education
University of Pittsburgh 2000 — 2001
Cambria County Area Community College 1999 — 2000
Computer Science/Web Page Design
Westmoreland County Community College 1998 — 1999
Undecided
Wells Fargo Insurance Services July 2009 - Present
Wachovia Insurance Services May 2005 - July 2009
Palmer & Cay (Purchased by Wachovia in May 2005) June 2003 - May 2005
Marsh May 1995 - June 2003
Skills
Risk Management, Captives, Property & Casualty..., Brokers, Underwriting, Professional Liability, Commercial Insurance, Insurance, Casualty, Financial Risk, Liability, Workers Compensation, D&O, Health Insurance, Reinsurance, Casualty Insurance
Education
University of Michigan 1988 — 1992
BA, Economics
Wayne State University 1993 — 1995
MA, Economics
DataCorps Technology Solutions, Inc. September 2003 - Present
Wachovia Insurance Services May 1999 - September 2003
Brandon Computer Exchange May 1996 - May 1999
Hillsborough County Schools August 1994 - May 1998
Skills
IT Management, IT Hardware Support, Network Administration, Network Security, Business Development, Small Business, Small Business Server, Windows Server, Windows 7, Windows 8.1, Microsoft Office, Sophos, Barracuda Spam Firewall, Barracuda CudaTel, Networking, Cloud Computing, Customer Service, Microsoft Exchange, Technical Support, Team Building, Management, Leadership
Education
University of South Florida 1998 — 2003
Bachelor of Arts (B.A.), Business Administration/Management Information Systems
Tampa Bay Technical High School 1994 — 1998
High School Diploma, Information Technology
Howard W. Phillips & Co. May 2009 - Present
Wachovia Insurance Services 2004 - 2009
Nationwide Insurance 1990 - 2004
Skills
D&O, Commercial Insurance, Professional Liability, Umbrella Insurance, Property & Casualty..., Commercial Lines, Liability, Employment Practices..., Customer Service, Underwriting, Brokers, Legal Liability, General Insurance, Casualty, Errors & Omissions, Inland Marine, Casualty Insurance
Education
University of Miami
Cigna August 2014 - Present
CIGNA Healthcare September 2010 - August 2014
Mirixa Corporation September 2008 - February 2009
Self Employed October 2007 - September 2008
Wachovia Insurance Services May 2006 - October 2007
Towers Perrin September 1998 - May 2006
Mercer 1997 - 1998
Skills
Advertising, Visio, New Business Development, Change Management, Coaching, Leadership Development, Leadership, Public Speaking, Business Development, Business Analysis, Team Building, Budgets, Team Leadership, Software Documentation, Medicare, SDLC, Account Management, Customer Service
Education
University of Rochester 1993 — 1997
BA, Health Systems Management
Baldwin Krystyn Sherman Partners January 2006 - Present
Wachovia Insurance Services October 1998 - January 2006
Skills
Marketing, Insurance, Underwriting, Disability Insurance, Brokers, Property & Casualty..., Employee Benefits, Health Insurance, Risk Management, Term Life Insurance, Commercial Insurance, Small Business, Life Insurance, Strategic Planning, D&O, Entrepreneurship, Liability, Team Building, Public Speaking, Estate Law, Umbrella Insurance
Education
University of South Florida - College of Business Administration 1983 — 1987
Liberty Diversified International September 2014 - Present
Carlson Rezidor Hotel Group September 2012 - September 2014
Creative Memories October 2009 - September 2012
Deephaven Capital Management December 2007 - July 2009
Ameriprise Financial January 2007 - December 2007
United Health Group March 2004 - December 2006
Wachovia Insurance Services 2001 - 2004
UnitedHealth Group 1990 - 2000
Skills
Onboarding, Succession Planning, Employee Relations, Performance Management, Deferred Compensation, Employee Benefits, Employee Engagement, Personnel Management, Workforce Planning, Organizational..., Leadership Development, Recruiting, Organizational Design, Leadership, Strategy, Talent Management, Human Resources, Organizational..., Talent Acquisition, Hospitality Management, Change Management, HRIS, Coaching, Management, Training, Strategic Planning, Team Building, Temporary Placement
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA
University of South Florida 1988 — 1991
BS, Management
The Freeman Company April 2009 - Present
Wachovia Insurance Services 2003 - April 2009
Wells Fargo Insurance Services 2008 - 2009
Marsh 1983 - 2003
Marsh USA 1980 - 2003
Johnson & Higgins 1980 - 2003
Johnson & Higgins 1980 - 2003
Education
University of New Haven 1974 — 1976
CIGNA March 2013 - Present
Dominium Benefits December 2007 - March 2013
Wachovia Insurance Services October 2002 - December 2007
New England Financial /Great West January 1999 - October 2002
Skills
Account Management, Benefits Administration, Brokers, Customer Service, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Underwriting, COBRA, Claim, Life Insurance, Managed Care, Management, Medicare, Term Life Insurance
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, International Business
Lanier Upshaw 2012 - Present
Wells Fargo Insurance Services March 2010 - December 2011
Wells Fargo Insurance Services June 2006 - January 2010
Wachovia Insurance Services January 1999 - June 2006
Skills
Insurance, Commercial Insurance, Brokers, Life Insurance, Professional Liability, Customer Service, Marketing, General Insurance, Financial Services, Property & Casualty..., Liability, Underwriting, New Business Development, Sales Process, Health Insurance, Sales, Workers Compensation, Disability Insurance, Casualty, Employee Benefits, Risk Management
Education
University of South Florida 1982 — 1987
B.A., Marketing
Wells Fargo Insurance Services USA, Inc. January 2015 - Present
Wells Fargo Insurance Services USA, Inc. 2009 - Present
Wachovia Insurance Services May 2005 - December 2008
Palmer & Cay 1999 - 2005
Skills
Marketing, Internal Communications, Insurance, Marketing Strategy, Employee Benefits, Marketing Communications, Direct Marketing, Strategy, Lead Generation, Microsoft Office, PowerPoint, Customer Service, Event Planning, Newsletters, Microsoft Word, Video Production, Graphic Design, Microsoft Office..., Photoshop, Sales, Strategic Planning, Training, Leadership
Education
University of New Orleans 1992 — 1996
BS, Business
Virginia Commonwealth University
Wachovia Insurance Services AVPAon Consulting1996 - 2007
Education
Wayne State University School of Medicine 1996 — 2000
MS in Community Medicine
University of Michigan-Dearborn 1992 — 1996
BA, Health Policy Studies
ITS Property and Casualty October 2014 - Present
Argo Group September 2012 - October 2014
Wells Fargo August 2011 - September 2012
ITS Property and Casualty Consulting, Inc. May 2009 - August 2011
BearingPoint September 2008 - April 2009
Wachovia Insurance Services 2007 - 2008
Appix 2006 - 2007
Skills
Underwriting, Property & Casualty..., Business Analysis, Business Requirements, Requirements Gathering, Insurance, Vendor Management, Risk Management, SDLC, Process Improvement, CPCU, Software Documentation, Business Process...
Education
University of South Carolina-Columbia 1980 — 1982
Business
Marsh September 2008 - Present
Wachovia Insurance Services June 2006 - September 2008
Palmer & Cay January 2003 - June 2006
Education
University of North Carolina at Charlotte
BSBA Finance, Finance and Insurance
Wells Fargo Insurance Services June 2008 - Present
Gallagher Benefit Services 2007 - 2008
Lanier Upshaw 2005 - 2007
Wachovia Insurance Services 2000 - 2005
Southeastern Companies 1993 - 1998
Skills
Health Insurance, Insurance, Benefits Administration, Account Management, Employee Benefits, Underwriting, Disability Insurance, Brokers, Customer Satisfaction, Customer Service, Health Savings Accounts, Life Insurance, Workers Compensation, Property & Casualty...
Education
University of Phoenix 2002 — 2006
Bachelor, Business Mgmt
Wells Fargo Insurance Services May 2002 - Present
Wachovia Insurance Services May 2002 - April 2009
Skills
Employee Benefits, Insurance, Disability Insurance, Employee Benefits Design, employee benefit..., Voluntary Employee..., Audits of Employee..., 401k, Benefits Administration, Defined Benefit, Health Insurance, Underwriting, Health Savings Accounts, Life Insurance, Property, Long-term Care, HRIS, Employee Wellness, Reinsurance, Health Care Reform, Claims Management, Workforce Planning, Brokers, COBRA, Term Life Insurance, Long Term Care Insurance, General Insurance, Workers Compensation, Claim, Mergers, Benefits Negotiation, Retirement, Retirement Planning, ERISA
Education
University of Pittsburgh 1989 — 1993
BA, Communications
Wells Fargo Insurance Services August 2006 - Present
Wachovia Insurance Services September 2002 - September 2008
Cameron M. Harris & Company June 2000 - September 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of North Carolina at Wilmington
Bachelor of Science (B.S.), Accounting