Willis Insurance Services
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Willis Insurance Services Employees
Willis Insurance Services April 2001 - Present
ITW Foils 1990 - 2001
Skills
CPCU, Commercial Insurance, Property & Casualty..., Employment Practices..., D&O, Professional Liability, Liability, Legal Liability, Underwriting, Brokers, Casualty, Risk Management, Inland Marine, Umbrella Insurance, Captives, Claims Management, Workers Compensation, Litigation Management, Insurance, Commercial Lines, Reinsurance, Financial Risk, Claim, General Insurance, Excess, Liability Analysis, Insurance Brokerage, Directors, Risk Financing, E, Environmental Insurance, Construction, Directors & Officers..., E&O, Excess & Surplus Lines, Fiduciary, Marketing, Casualty Insurance
Education
Azusa Pacific University
Liberty University
Whittier Christian High School 1982 — 1986
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
Aon Risk Services January 2012 - Present
Willis Insurance Services May 2005 - January 2012
Marsh & McLennan Companies, Inc. September 2002 - May 2005
Fenwick & West September 2000 - October 2001
Cleary Gottlieb Steen & Hamilton LLP September 1996 - May 2000
Skills
Insurance, Risk Management, D&O
Education
Stanford University 1992 — 1996
JD/MBA
Harvard University 1986 — 1990
BA, Government
Willis Insurance Services September 2014 - Present
Marsh August 2010 - September 2014
Edgewood Partners Insurance Center (EPIC) December 2008 - August 2010
Arthur J Gallagher June 2006 - December 2007
Marsh 2000 - 2006
Skills
Property & Casualty..., Underwriting, Surety Bonds, Team Building, Commercial Lines, Microsoft Office, Professional Liability, Claim, Inland Marine, Leadership, Casualty, Reinsurance, Employment Practices..., Microsoft Excel, Negotiation, Commercial Insurance, Risk Analysis, Enterprise Risk..., Project Management, General Insurance, Risk Assessment, Sales, Brokers, Marketing Strategy, Management, D&O, Marketing, Excess, Account Management, New Business Development, Insurance Brokerage, Health Insurance, Insurance, Strategic Planning, Risk Management, Workers Compensation, Team Leadership, Umbrella Insurance, Business Development, Financial Risk, Claims Management, Cold Calling, Marketing Communications, Liability, Sales Management, Salesforce.com, Social Media Marketing, Captives, Customer Service, Legal Liability
Education
San Jose State University
BS Industrial Engineering, Manufacturing
St. Michaels Abbey
Wells Fargo Insurance Services December 2010 - Present
Willis Insurance Services March 2003 - December 2010
HRH of Northern CA 2003 - 2009
Aon Risk Services August 1997 - January 2003
Skills
Commercial Insurance, Insurance, Account Management, Brokers, Property & Casualty..., Real Estate, Workers Compensation, D&O/EPLI, Construction, Cleantech, Professional Liability, Underwriting, Customer Service, Legal Liability, Construction Insurance, Liability, Commercial Lines, Umbrella Insurance, Casualty, General Insurance, Excess, Employment Practices..., Health Insurance, Disability Insurance, Claim, Health Savings Accounts, Life Insurance, Reinsurance, Employee Benefits, Casualty Insurance
Education
California State University-East Bay
Bachelors, Marketing & Advertising
Armstrong Health Benefits Consulting January 2013 - Present
Health Benefits Design Group 2007 - 2010
Eos Airlines 2005 - 2008
The Arlen Group Employee Benefits Consultants July 2003 - December 2004
Willis Insurance Services 2001 - 2003
Kaiser Foundation Health Plan 1989 - 2001
Skills
Strategic Planning, Integration, Start-ups, Mergers, Leadership Development, Team Building, Program Management, Business Strategy, New Business Development, Change Management, Marketing Strategy, Operations Management, Business Development, Project Management, Management Consulting, Process Improvement, Public Speaking, Management, Coaching, Marketing, Recruiting, Employee Relations, Performance Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
Masters, Busines Administration
University of California Berkeley 1966 — 1980
Masters, Masters in Public Health, BA in Anthropology, Public Health Policy, Medical Anthropology
Arrow Benefits Group December 2013 - Present
Willis Insurance Services of California, Inc July 2005 - July 2013
Willis Insurance Services July 2005 - April 2010
Craford Benefits Consultants February 1999 - June 2005
Motorola September 1994 - February 1998
Bay Networks, Inc March 1991 - July 1993
Western MicroTechnology, Inc April 1988 - March 1991
Skills
Health Insurance, Employee Benefits, Insurance, Health Savings Accounts, Brokers, Human Resources, Disability Insurance, Benefits Administration, Workers Compensation, Claim, COBRA, Management, Life Insurance, Payroll, Deferred Compensation, Recruiting, Leadership, Interviews, HRIS, Underwriting, Property & Casualty..., Professional Liability, Term Life Insurance, HR Policies
Education
College of Marin 1982 — 1983
College of Marin
Willis Insurance Services May 2012 - Present
RedCover September 2010 - May 2012
The Kinoko Company March 2007 - July 2010
Cushman & Wakefield May 2004 - May 2006
Skills
Property & Casualty..., Insurance, Real Estate, Agribusiness, Fresh Produce, Distributors, Construction, Business, Business Development, Athletics, Risk Management, Risk Assessment, Real Estate Insurance, Product Liability, Workers Compensation, SBA, Financial Risk, Professional Liability, Commercial Insurance, D&O, Brokers, Referral Networking, Team Building, Leadership
Education
University of Southern California 2001 — 2005
Bachelor of Science (BS), Real Estate Development and Real Estate Finance
Torrey Pines HIgh School 1997 — 2001
Willis Insurance Services November 2010 - Present
DeWitt Stern Group January 2008 - November 2010
Arthur J. Gallagher May 1995 - January 2008
Macco/Coroon & Black/ABI 1987 - 1994
Skills
Non-profits, Affordable Housing, Real Estate, Higher Education, Insurance, Brokers, Property & Casualty..., General Insurance, Account Management, Excel
Education
San Francisco State University
B.A., Business Administration
Willis Insurance Services 2013 - Present
Willis Group Holding, Inc 2013 - Present
Willis Insurance Services 2007 - 2013
Mercer Health & Benefits October 1988 - April 2007
Mercer 1988 - 2007
Skills
Employee Benefits, COBRA, Health Insurance, Brokers, Insurance, Underwriting, Disability Insurance, Benefits Administration, Life Insurance, Health Savings Accounts, 401k, Employee Relations, Human Resources, Account Management, Management
Education
San Jose State University 1985 — 1988
Bachelor's, Business
Willis Insurance Services February 2006 - Present
Johnson & Higgins 1981 - 1997
Skills
Underwriting, Brokers, Reinsurance
Education
New York Institute of Technology 1974 — 1978
Bachelors, Business / Marketing
seaford high school 1969 — 1973
Wells Fargo Insurance Services Inc. October 2006 - Present
Kelley & Swain 2005 - 2006
Willis Insurance Services February 1999 - February 2005
Aon 1996 - 1998
Skills
Employee Benefits, Group Medical, Group Dental, Group Vision, Group Life/ADD, STD, LTD, Cafeteria Plans, Benefits Communication, Open Enrollment, Group Benefits, Health Insurance, Insurance, Plan Design, Brokers, Wellness Programs, Benefits, COBRA, Benefits Administration, Disability Insurance, Health, Group Health, Long Term Care, ERISA, Flexible Spending..., Compliance, HIPAA, Term Life Insurance, Account Management, FSA, Health Savings Accounts, Claims, Employee Wellness, Commercial Insurance, Medicare, Managed Care, Long-term Care, Fixed Annuities
Education
Essex Community College
Psychology
Blue Shield of California April 2013 - Present
Blue Shield of California June 2012 - March 2013
Willis Insurance Services November 2008 - July 2012
Mercer February 2001 - November 2008
Mercer Human Resource Consulting 2001 - 2008
Marsh Risk and Insurance Services 2001 - 2005
PacifiCare Health Systems 1999 - 2001
PacifiCare Health Plans 1999 - 2001
CIGNA Healthcare 1998 - 1999
Kasier Permanente 1997 - 1998
Skills
Employee Benefits, Underwriting, Strategic Planning, Benefits, Mergers
Education
California State University-Fullerton 1988 — 1991
BA, Finance
The Hartford December 2013 - Present
Hale Holden Consulting LLC August 2011 - Present
Jenkins Insurance Group (A Leavitt Group Affiliate) May 2012 - December 2012
Wells Fargo Insurance Services July 2008 - August 2011
Willis Insurance Services May 2005 - July 2008
ACE USA October 2003 - May 2005
Discover Re Managers April 1995 - October 2003
Aon 1986 - 1995
General Reinsurance Corporation 1979 - 1986
Skills
Risk Management, Casualty, Professional Liability, Underwriting, General Liability, Property & Casualty..., Legal Liability, Commercial Insurance, Employment Practices..., Insurance, Workers Compensation, Reinsurance, Brokers, Liability, D&O, Claims Management, Claim, Commercial Lines, General Insurance
Education
Denison University 1975 — 1979
BA, Economics/Political Science
Willis Insurance Services March 2001 - August 2015
insureon.com 1999 - 2001
Golden Pacific Insurance Services, Inc. 1996 - 1999
L.T.D. Packaging Corporation 1993 - 1996
AON - Albert G. Ruben 1989 - 1993
Willis - Corroon & Black 1987 - 1989
Skills
Placement, Negotiation,..., Commercial Lines, Employee Benefits, Health Insurance, Umbrella Insurance, CPCU, Enterprise Risk..., Claims Management, Financial Risk, Inland Marine, Directors & Officers..., Insurance Brokerage, Liability Analysis, Strategic Planning, Executive Management, Fiduciary, Commercial Insurance, Insurance, Liability, Negotiation, Professional Liability, Property, Risk Management, Start-ups, Underwriting, Life Insurance, Marketing, Marine Insurance
Education
Boston University 2005 — 2007
Master’s Degree, Insurance Management, 3.40
Pepperdine University 2001 — 2004
Bachelor’s Degree, Business Management, 3.85
Edgewood Partners Insurance Center June 2010 - Present
Willis Insurance Services 2008 - 2010
HRH 1999 - 2008
Education
California State University, Chico
K - 8 grade Teaching Credential
University of Oregon
Post Grad, English, Reading Specialist
S&G Development September 2005 - December 2009
Willis Insurance Services January 2004 - September 2004
Tri City Brokerage May 2001 - May 2003
Education
Indiana State University - Scott College of Business 1970 — 1974
BS, Finance
Andreini & Company July 2014 - Present
Monarch Kneis Insurance Services, LLC 2006 - July 2014
Willis Insurance Services 2005 - 2006
Willis Insurance Services 2001 - 2005
Aon Corporation 1999 - 2001
Heffernan Petersen Insurance Brokers 1996 - 1999
Arthur J Gallagher & Co 1988 - 1996
Liberty Mutual Insurance Company 1985 - 1988
Skills
Insurance, Liability, Risk Management, Umbrella Insurance, Property & Casualty..., Management, Commercial Insurance, Strategic Planning, Business Planning, Claim, Reinsurance, Employee Benefits, Claims Management, Casualty, Strategic Financial..., Legal Liability, Professional Liability, Financial Risk, D&O, Brokers, Casualty Insurance
Education
Santa Clara University 1981 — 1985
BS, Finance
St. Ignatius College Preparatory 1978 — 1981
CNA Insurance 2015 - Present
Pacific Compensation Insurance Company 2011 - 2015
Heffernan Insurance Brokers June 2010 - November 2011
Employers Direct Insurance Company 2007 - 2009
Real Estate February 2004 - September 2007
California Insurance Center June 2002 - August 2003
Willis Insurance Services 1997 - 2002
Skills
Insurance, Account Management, Workers Compensation, Property & Casualty..., Underwriting, Brokers, Commercial Lines, Claim, Risk Management, Legal Liability, Commercial Insurance, Real Estate
Education
California State University-East Bay 2014 — 2015
Master of Business Administration (M.B.A.), Global Innovators MBA Program - Graduation Fall 2015
Georgia Southwestern State University
B.S., Computer Information Systems