Wells Fargo Insurance Services
Wells Fargo Insurance Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Insurance Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,994 Wells Fargo Insurance Services employees in database. Find out everything there's to know about Wells Fargo Insurance Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Insurance Services Employees
Vertafore April 2013 - Present
INT Technologies June 2010 - December 2012
Wells Fargo Insurance Services 2010 - 2012
Arthur J. Gallagher & Co. February 1980 - April 2010
Skills
Microsoft Office, TAM, Vision, Sagitta, AfW, 360, Epic Systems, Nexsure, MS Project, Visio, Outlook, SharePoint, Active Directory, Windows
Education
University of Phoenix 2000 — 2002
MBA, Technology Management
University of Phoenix 1997 — 1999
Bachelors, Business
Wells Fargo Insurance Services October 2014 - Present
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors November 2008 - February 2012
WWBT/NBC12 Raycom Media June 2006 - July 2008
Skills
Microsoft Office, Mutual Funds, Security, Microsoft Word, Finance, Financial Services, MS Excel Pivot Tables, Microsoft Excel, ENPS, Outlook, NewsEdit, Final Cut Pro, Audacity, Separately Managed...
Education
University of South Carolina-Columbia 1998 — 2002
Bachelor of Arts (B.A.), Media Arts
Wells Fargo Insurance Services March 2014 - August 2015
Guardian July 2003 - February 2014
Education
University of San Diego
Bachelor of Arts (B.A.), Business Administration, Finance and Marketing
Willis Insurance Services January 2015 - Present
Wells Fargo Insurance Services November 2006 - December 2014
Wachovia, A Wells Fargo Company June 2003 - November 2006
Prudential Financial Services February 2001 - June 2003
Merrill Lynch Financial Services September 1997 - June 2000
Skills
Underwriting, Insurance, Relationship Management, Risk Management, Property & Casualty..., Portfolio Management, Process Improvement
Education
University of Pittsburgh
Bachelor of Science, Economics
Palmer & Cay October 2012 - Present
Wells Fargo Insurance Services December 2007 - October 2012
Greater South Agency October 2005 - December 2007
Skills
Property & Casualty..., Maintaining Strong..., Customer Service, Cross Selling, Workers Compensation, Commercial Insurance, Risk Management, Casualty, Underwriting, Insurance, Liability, Professional Liability, Brokers, Commercial Lines, Legal Liability, General Insurance, Claim
Education
University of South Carolina - The Moore School of Business 2001 — 2005
BS, Insurance/Risk Management and Finance
The ABD Team January 2014 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services January 2008 - July 2012
Ross Stores January 1995 - August 1997
Skills
Cold Calling, Commercial Insurance, Employee Benefits, Property & Casualty..., Insurance, Health Insurance, Disability Insurance, Sales, Workers Compensation, Underwriting, Brokers, Marketing Strategy, New Business Development, Benefits Administration, Salesforce.com, Contract Negotiation, Health Savings Accounts, Healthcare, Customer Retention, Customer Service, Account Management
Education
University of San Francisco
Bachelor of Science, Business Administration, Management and Operations
Wells Fargo Insurance Services January 2014 - Present
insurance claims adjusting July 2012 - November 2013
Impact Marketing October 2011 - April 2012
Skills
Problem Solving, People Skills, Young People, Social Media, Business, Project Management, Project Planning, Leadership, Team Leadership, Teamwork, Team Building, Insurance, Management, Sales Management, Sales Operations
Education
University of South Carolina-Aiken 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Insurance Services August 2014 - Present
Bouchard Insurance March 1986 - August 2014
IAIP - Insurance Professionals of Pinellas July 2012 - June 2013
Skills
Workers Compensation, Risk Management, Insurance, Training, Claim, Leadership, Property & Casualty..., Commercial Insurance, Casualty, Professional Liability, Liability, Legal Liability, Underwriting, General Insurance, Health Insurance, Brokers, Employee Benefits, Employment Practices..., Claims Management, D&O, Umbrella Insurance, Inland Marine, Excess, Commercial Lines, Insurance Brokerage, Health Savings Accounts, Disability Insurance, Casualty Insurance
Education
University of South Florida 1982 — 1985
Bachelor's degree, Psychology
Wells Fargo Insurance Services September 2007 - October 2009
ABD Insurance and Financial Services February 2006 - October 2009
Marsh October 2001 - July 2005
TOI Corporate Services Ltd. May 1997 - October 2001
Aon Risk Services May 1995 - May 1996
Marsh December 1987 - May 1995
CIGNA Corp. April 1986 - December 1987
Skills
Sales Management, Salesforce.com, Commercial Insurance, Miller Heiman, Organizational..., Nevada, Business Development, Sales, Organic Growth..., Property & Casualty..., Team Leadership, Risk Management, Insurance, Sales Hiring, Proposal Writing, Sales Presentations, Coaching, Life & Health Insurance..., Casualty, Liability, Marketing, Claim, Claims Management, Workers Compensation, Management, Brokers, Professional Liability, Commercial Lines, Life Insurance, Disability Insurance, Mergers, Employee Benefits, Strategy, Mergers & Acquisitions, Health Insurance, Leadership, Underwriting, Casualty Insurance
Education
University of San Francisco 1990 — 1992
BS, Organizational Behavior
Carson High School
Wells Fargo Insurance Services May 2008 - May 2012
HFTP South Florida September 2009 - September 2010
HFTP 2007 - 2009
Cranmer Risk Management, Inc May 2006 - May 2008
Education
University of South Carolina - Darla Moore School of Business 1982 — 1987
BS, Business Marketing
Wells Fargo Insurance Services August 2015 - Present
McNeary October 2013 - August 2015
Aon Risk Solutions June 2007 - August 2013
Marsh June 2004 - June 2007
Skills
Insurance, Underwriting, Account Management, Brokers, Salesforce.com, Property & Casualty..., Commercial Insurance, General Insurance, New Business Development, Risk Management, Sales, Relationship Management, Liability, CRM, Business Development, Financial Services, Sales Process, Marketing, Professional Liability, Casualty, Employment Practices..., Management, Workers Compensation, Employee Benefits, Customer Service, Claim, Marketing Strategy, Negotiation
Education
University of South Carolina - The Moore School of Business 1999 — 2003
Bachelor of Science (BS), Double Major in Risk Management & Insurance and Management
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - September 2013
Ameriprise Financial Services, Inc. September 2009 - June 2012
Wells Fargo May 2007 - December 2008
Piper Jaffray March 2005 - September 2006
Thrivent Financial for Lutherans April 2004 - March 2005
Wells Fargo Insurance Services 1989 - 2004
UnitedHealthcare 1982 - 1989
Skills
Financial Services, Mutual Funds, Series 7, Investments, Securities, Finance, Operational Risk, Insurance, Retirement Planning, Contract Management, Asset Management, Risk Management, Internal Controls, Strategic Financial..., Wealth Management, Broker-Dealer Compliance, Investment Adviser Act
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA)
University of Phoenix 2004 — 2008
Bachelor of Science (BS), Business Management, Graduated with Honors
Villanova University 2003 — 2004
Certificate, Project Management
Wells Fargo Insurance Services May 2011 - Present
Lamar Outdoor Advertising September 2002 - May 2011
Skills
Customer Service, Insurance, Marketing, Account Management, Sales, Social Media, New Business Development, Social Media Marketing, Advertising, Non-profit Volunteering, Public Speaking, Marketing Strategy
Education
University of Washington, Michael G. Foster School of Business
Business Certificate Program, Business, Management, Marketing, and Related Support Services
University of Phoenix 2007 — 2009
Business, Management, Marketing, and Related Support Services
Yakima Valley Community College 1991 — 1993
General Studies
Rapport Leadership International 2011 — 2012
Leadership Breakthrough One Graduate, Organizational Leadership
Wells Fargo Insurance Services 2011 - Present
Aon July 1992 - December 2010
Pacific Compensation/Fremont 1982 - 1992
Liberty Mutual 1971 - 1982
Skills
Workers Compensation, Property & Casualty..., Insurance, Claim, Claims Management
Education
Forest Hills High School
University of Pittsburgh
BA, Political Science and Economics
Insurance Management Concepts, LLC August 2015 - Present
Alpha Natural Resources October 2011 - August 2015
Willis of Tennessee October 2009 - October 2011
Wells Fargo Insurance Services May 1982 - October 2009
Skills
Insurance, Property & Casualty..., Risk Management, Workers Compensation, Commercial Insurance, Liability, Underwriting, Claim, General Insurance, Due Diligence, Legal Liability, Mergers & Acquisitions, Professional Liability, Brokers, Employee Benefits
Education
University of Richmond
Wells Fargo Insurance Services February 2000 - Present
Marsh & McLennan Companies, Inc. December 1995 - February 2000
Trigon BlueCross/BlueShield September 1987 - November 1995
Skills
Reinsurance, Health Savings Accounts, Health Insurance, Strategic Planning, Life Insurance, Disability Insurance, Insurance, Employee Benefits, Brokers, Legal Liability, Casualty, Liability, Property & Casualty..., Commercial Insurance, Commercial Lines, D, Professional Liability
Education
University of Richmond 1979 — 1983
Bachelor of Arts, Political Science
Avon Old Farms 1977 — 1979
High School
AIM Systems (Member of Professional Life Advisors Network) June 2014 - Present
Piedmont Private Equity LLC November 2012 - June 2014
Prudential Financial April 2007 - August 2011
Bank of America 2003 - 2006
Wells Fargo Insurance Services 2001 - 2004
Skills
Wealth Management, Retirement Planning, Employee Benefits, Estate Planning, Life Insurance, Financial Planning, Strategic Financial..., Investments, Series 7, Alternative Investments, Investment Advisory, Sales Management, Relationship Management, Wealth Preservation..., Private Equity, Wealth Management..., Equities, Income Tax Mitigation, Tax Credits, High Capacity Clients, Land Conservation, Recapitalizations, Solution Selling, Asset Transfer..., Deferred Compensation
Education
The American College Bryn Mawr Pennsylvania 1995 — 1998
Chartered Financial Consultant, Chartered Financial Consultant
Winthrop University 1978 — 1979
Bachelor of Science (B.S.), Biology, General
University of South Carolina-Columbia 1971 — 1974
Biology, General
Rock Hill High School
Rock Hill High School
City of Durham December 2013 - Present
Millennium Insurance Group February 2010 - July 2013
Wells Fargo Insurance Services April 2008 - February 2010
Wausau Signature Agency June 2005 - March 2008
Family Dollar 2004 - 2005
NCACC 2002 - 2004
SEDGWICK JAMES 1991 - 2002
Skills
MS Word, MS Excel, Salesforce.com, Sales Logix, Claims Management, Claims Auditing, Insurance Adjusting, Risk Management, Direct Sales, Microsoft Excel, Brokers
Education
University of South Carolina-Columbia 1981 — 1984
Bachelor's of Science, Insurance and Economic Securities
Villanova University 1980 — 1981
Bachelor of Science (BS), Finance, General
AECOM May 2014 - Present
Hewlett-Packard October 2011 - January 2014
Wells Fargo Insurance Services July 2011 - September 2011
Marsh April 2009 - June 2011
Marsh July 2006 - April 2009
Skills
Insurance, Casualty, Property & Casualty..., Underwriting, Risk Management, Enterprise Risk..., Commercial Insurance, Workers Compensation, Financial Risk, Program Management, Mergers & Acquisitions, Management, D&O, Due Diligence, Project Management, Casualty Insurance, Liability
Education
University of Southern California 2002 — 2006
B.A., Public Relations
Wells Fargo Insurance Services December 2005 - Present
Willis Group Holdings November 2002 - June 2005
Archimedes Software September 1994 - February 2001
Skills
Risk Management, Professional Liability, Reinsurance, Captives, Casualty, Employee Benefits, Mergers & Acquisitions, Business Development, Finance, Program Management, Corporate Finance, Financial Services, Sales, Human Resources, Underwriting, Financial Risk, Executive Management, Insurance, Brokers, Portfolio Management, Property & Casualty..., Start-ups, Investments
Education
University of San Francisco 1986 — 1990
BA, Economics
East High
Wells Fargo Insurance Services 2005 - Present
Marsh 1997 - 2005
US Army Reserve May 1983 - July 1997
Sheppard, Riley and Coughlin 1993 - 1997
Aetna Casualty and Surety 1989 - 1993
Skills
Problem Solving, Strategic Planning, Leadership, Business Development, Negotiation, Government, Risk Management, Program Management, Insurance, Management, Sales, Budgets, Training, Retail, Property & Casualty..., Process Improvement, Change Management, Operations Management, Claim, Team Building, Banking, Underwriting, Management Consulting, Financial Analysis, New Business Development, P&L Management, Customer Retention, Professional Liability, Brokers, Account Management, Strategy, Sales Management, Mergers & Acquisitions, Finance, Portfolio Management, Investments, Financial Services, Enterprise Risk..., Commercial Insurance
Education
University of Rhode Island 1984 — 1988
BA, Liberal Arts
Mount Saint Charles Academy 1977 — 1983
College Prep, General
Catalina Marketing May 2009 - Present
UnitedHealthcare March 2009 - May 2009
Wells Fargo Insurance Services January 2009 - March 2009
Ameren June 2008 - November 2008
Citi October 2006 - June 2008
Nationwide Insurance August 2005 - October 2006
Skills
Essbase, Hyperion Planning, Oracle, PL/SQL, Microsoft SQL Server, Unix, JavaScript, Hyperion Enterprise, Business Intelligence, Data Warehousing, OLAP, ETL, EPM, Informatica, Data Integration, SDLC, Business Analysis, Requirements Analysis, SQL, Consulting, Data Modeling, Databases, Integration, Software Project..., Management, Business Process, Requirements Gathering
Education
University of South Alabama 2001 — 2003
Masters, Engineering
GPREC
First Call Resolution, LLC October 2013 - Present
First Call Resolution, LLC October 2013 - October 2013
First Call Resolution, LLC February 2013 - October 2013
First Call Resolution, LLC September 2012 - February 2013
First Call Resolution, LLC July 2012 - September 2012
First Call Resolution, LLC December 2011 - July 2012
Wells Fargo Insurance Services June 2006 - October 2008
Army National Guard July 2002 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teamwork, Public Speaking, Leadership, Windows, Process Improvement, Customer Satisfaction, Quality Assurance, Coaching, Mentoring, Management
Education
University of Phoenix 2006 — 2008
Not Completed, Business Administration, Management and Operations, 3.2 GPA
Ft. Hunter Liggett 2003 — 2003
Military MOS - 31B, Military Police
Ft. Jackson 2000 — 2001
Military MOS - 75H, Personnel Services Specialist
Wells Fargo Insurance Services September 2013 - Present
Lanier Upshaw 2007 - September 2013
Wachovia Insurance Services/Davis Baldwin 1999 - 2007
Skills
Employee Benefits, Health Insurance, Insurance, Risk Management, Disability Insurance, New Business Development, Team Leadership, Umbrella Insurance, Term Life Insurance, Leadership, Long-term Care, Life Insurance, Team Building, Account Management, Claim, Health Savings Accounts, Healthcare, Small Business, Medicare, Strategic Planning, Executive Management, Strategy, Fixed Annuities, Human Resources, Customer Service, Managed Care, Sales, Business Planning, Accident, Benefits Administration, Whole Life, COBRA, Coaching, Reinsurance, Health Policy, Claims Management, Retirement, Employee Relations, Benefits Design
Education
University of South Florida
Bachelor of Science (B.S.), English/Language Arts Teacher Education
Wells Fargo Insurance Services August 2015 - Present
CNA Insurance May 2009 - July 2015
Zurich Financial Services March 2007 - May 2009
Engel O'Neill Advertising and Public Relations 2001 - 2003
Edelman May 2000 - December 2000
Skills
Employment Practices..., D&O, Professional Liability, Insurance, Underwriting, Directors & Officers..., Liability, Legal Liability, Excess, Brokers
Education
University of Pittsburgh School of Law 2003 — 2006
Juris Doctor
Wake Forest University 1995 — 2000
BA, Communications
Wells Fargo Insurance Services Vice President of Business DevelopmentAetna, INC.June 1999 - March 2005
Education
University of Pittsburgh
Bachelor of Science, Geology
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
American Dental Partners Inc. May 2007 - June 2012
Wells Fargo Insurance Services November 2005 - May 2007
Albert Risk Management Consultants 1984 - 1995
Skills
Coaching, HIPAA, Risk Management, Workers Compensation, Insurance, Team Building, Strategic Planning, Healthcare, Employee Benefits, Claims Management, Medicare, Training, Process Improvement, Policy, Leadership
Education
University of Santa Monica 2001 — 2004
MS
Salem High School 1965 — 1966
Wells Fargo Insurance Services November 2010 - Present
CIGNA Healthcare April 2009 - May 2010
CIGNA HealthCare of Arizona May 2006 - April 2009
CIGNA Dental September 2002 - May 2006
United Concordia June 1998 - September 2002
Marsh, (Formerly J&H Marsh McLennan, Johnson & Higgins) 1988 - 1998
Skills
Health Savings Accounts, Disability Insurance, Employee Benefits, Insurance, Health Insurance
Education
University of Phoenix 1990 — 1992
BA, Business Management
RT Specialty July 2006 - Present
Westrope July 2006 - August 2011
Wells Fargo Insurance Services March 2003 - July 2006
Marsh & McLennan Companies, Inc. January 2001 - March 2003
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Casualty, Insurance, General Insurance, Management, Casualty Insurance, Brokers, Liability, Microsoft Office, Professional Liability, Commercial Lines
Education
University of Phoenix 2002 — 2012
Bachelors of Science
Wells Fargo Insurance Services January 1987 - Present
Education
University of South Florida
BA, Humanities
The Regence Group November 2006 - Present
Diversified Insurance Brokers, Inc. November 2004 - November 2006
Wells Fargo Insurance Services October 2002 - November 2004
Wasatch Crest Mutual Insurance Company 1997 - June 2002
Skills
Health Insurance, Underwriting, Account Management, Claim, Dentistry, Health Savings Accounts, Brokers, Sales Presentations, Benefits Administration, Employee Wellness, Insurance
Education
National Association of Health Underwriters 2014 — 2014
Certified Self Funding Professional, Self Funded Certification
University of Phoenix
BA, Finance
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 October 2011 - Present
ERP 2010 - 2011
Frank Crystal & Company June 2004 - July 2010
Skills
Hedge Funds, Risk Management
Education
University of Rhode Island - College of Business Administration 1992 — 1996
Multiple, Arts (Communications)/ Sciences (Business/Finance)
Wells Fargo Insurance Services June 2013 - Present
Vantreo Insurance Brokerage August 2010 - June 2013
The HDH Group January 2006 - July 2010
The HDH Group January 2003 - January 2006
Skills
Commercial Insurance, Insurance, Workers Compensation, Property & Casualty..., Employment Practices..., Professional Liability, D&O, Legal Liability, Commercial Lines, Casualty, Liability, Brokers, General Insurance, Risk Management, Long-term Care, Inland Marine, Umbrella Insurance, Sales, Medical Malpractice, Captives, Directors, Risk Assessment, Licensed Property, New Business Development, Account Management, Liability Analysis, Marketing, Insurance Brokerage, Customer Service, Team Building, Marine Insurance, Directors, Boat, Product Liability, Construction Insurance, Financial Risk, Excess
Education
University of Pittsburgh
UnitedHealth Group August 2012 - Present
Wells Fargo Insurance Services November 2006 - August 2012
Skills
Health Savings Accounts, Health Insurance, Brokers
Education
University of South Florida 1996 — 2000
Bachelors, Psychology
Rutgers, The State University of New Jersey November 2012 - Present
Target August 2008 - November 2012
Wells Fargo Insurance Services January 2005 - August 2008
The Kintock Group July 2000 - January 2005
Skills
Abra! Suite, Peoplesoft 8.1, Visio, Employee Relations, Onboarding, Performance Management, HRIS, Employee Benefits, Benefits Administration, New Hire Orientations, FMLA, Deferred Compensation, Applicant Tracking..., Human Resources, Recruiting, Talent Management, Taleo, HR Policies, Talent Acquisition, Organizational..., Employee Engagement, Succession Planning, Payroll, Interviews, Performance Appraisal, HR Consulting, Job Descriptions, Hiring, PeopleSoft, Screening, Job Fairs, Screening Resumes, I-9 Compliance, Staff Retention
Education
University of Phoenix 2004 — 2006
Masters of Business Administration, Human Resource Management
Montclair State University 1995 — 2000
Bachelor of Science, Retail Merchandising and Management
Wells Fargo Insurance Services April 2012 - Present
Wells Fargo Insurance Services April 2012 - Present
Tastefully Simple July 2011 - Present
Wells Fargo March 2003 - April 2012
Skills
Accounts Payable, Accounts Receivable, Accounting, Financial Analysis, 10 Key, Insurance, Payroll, QuickBooks, Account Reconciliation, Spreadsheets, Customer Service, Outlook
Education
University of Sioux Falls 2008 — 2010
Bachelor's degree, Management
Wells Fargo Insurance Services March 2006 - Present
Skills
Property & Casualty..., Insurance, Health Insurance, Underwriting, Commercial Insurance, Brokers, Employee Benefits, Risk Management, Life Insurance, Casualty, General Insurance, Professional Liability, Workers Compensation, Liability, Disability Insurance
Education
University of Richmond - Robins School of Business 1971 — 1975
Bachelor of Science (BS), Finance, General
University of Richmond
The ABD Team November 2013 - Present
Wells Fargo Insurance Services 2011 - 2013
Skills
Insurance, Umbrella Insurance, General Insurance, Account Management, Microsoft Word, Outlook, Property & Casualty..., Life Insurance, Claim, Homeowners, Motorcycle, Risk Management, Liability, Renters, Long Term Care Insurance
Education
Drew College Prep
High School
University of Portland
Business/Corporate Communications
Delta Dental of Virginia June 2015 - Present
UnitedHealthcare December 2008 - June 2015
Wells Fargo Insurance Services May 2007 - December 2008
CVS Caremark August 2003 - January 2007
Health Management Corporation June 2002 - August 2003
Anthem August 1999 - March 2002
Skills
Pharmacy Benefit..., Disease Management, Specialty Pharmacy, Sales and Account..., Managed Care, Team Leadership, Provider Network..., Employee Benefits...
Education
University of Richmond 1983 — 1987
Bachelor's degree, Economics
Wells Fargo Insurance Services June 2013 - Present
Skills
Property & Casualty..., Workers Compensation, Professional Liability, Healthcare, Risk Management, Transportation, Commercial Real Estate
Education
University of Pittsburgh 1996 — 2000