Zurich Small Business
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Zurich Small Business Employees
Nationwide 2007 - Present
Nationwide July 2006 - Present
California El Camino Chapter, CPCU Society 2005 - 2010
Zurich Financial Services 2001 - 2006
Zurich Small Business 2001 - 2006
Highlands Insurance 1992 - 2001
Skills
Data Analysis, Finance
Education
CSUN
Associate's degree, Economics
The Hartford October 2013 - Present
CNA Insurance June 2012 - October 2013
Zurich Small Business January 2007 - June 2012
Zurich Small Business January 2007 - September 2008
Midwest Insurance Company May 2005 - December 2006
Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, Casualty, Commercial Lines, General Insurance, Liability, Legal Liability, Professional Liability, Umbrella Insurance, Insurance, Brokers, Claim, Health Insurance, Life Insurance, D&O, Claims Management, Employment Practices..., Inland Marine, Marketing, Sales, D, Casualty Insurance
Education
Illinois State University 2002 — 2005
Bachelor, Insurance
Travelers April 2013 - Present
Farmers Insurance September 1985 - March 2013
zurich 1990 - 2010
Zurich Insurance September 1985 - March 2006
Zurich Small Business 1999 - 2006
Skills
Commercial Insurance
Education
University of Baltimore 2006 — 2011
BA, Human Services/Psychology
Catonsville Community College 1990 — 1995
AA, Business Administration
Travelers September 2008 - Present
Zurich Small Business June 2000 - July 2008
Zurich North America September 1979 - September 1999
Skills
Commercial Insurance, Commercial Lines, Underwriting, Professional Liability, Umbrella Insurance, Property & Casualty..., Commercial Auto, Workers Compensation, Employment Practices..., Liability, Brokers, Inland Marine, Insurance, Casualty, General Insurance, Legal Liability, Casualty Insurance
Education
The University of Connecticut
Bachelor's degree
Berkley Southeast Insurance Group June 2013 - Present
Zurich Small Business November 2004 - May 2013
Zurich North America November 1999 - November 2004
US Army July 1997 - October 2000
Skills
Marketing, Sales, Relationship Marketing, Insurance, New Business Development, Marketing Strategy, Sales Management, Account Management, Leadership, Management, Negotiation, Commercial Insurance, Team Building, Property & Casualty..., Customer Service
Education
University of South Florida 1997 — 2000
State Farm Agent October 2014 - Present
Primary Residential Mortage, Inc. July 2013 - March 2014
Beyond Borders Mats and Frames November 2009 - June 2013
Zurich Small Business July 2012 - March 2013
Skills
Life Insurance, Auto Insurance, Home Insurance, Business Insurance, Insurance, Customer Service, Commercial Insurance, Underwriting, Workers Compensation, Claim, General Insurance, Casualty, Homeowners, Property & Casualty..., Team Building, Term Life Insurance, IRAs, Fixed Annuities, Long Term Care Insurance, Brokers, Business
Education
California State University-Long Beach 2006 — 2010
Bachelor's degree, Journalism
Foremost Insurance July 2014 - Present
Farmers Business Insurance July 2012 - December 2013
Farmers Business Insurance June 2008 - December 2013
Zurich Small Business March 2007 - June 2008
Zurich Small Business June 2001 - March 2007
Zurich Commercial 1999 - 2001
Zurich Commercial 1997 - 1999
Maryland Insurance Group 1991 - 1996
Skills
Underwriting, Commercial Insurance, Property & Casualty..., Brokers, Business Analysis, Claims Management, Customer Service, Sales, Casualty, Workers Compensation, General Insurance, Liability, Insurance, Strategy, Marketing, Commercial Lines, Leadership, Legal Liability, Strategic Planning, Claim, Reinsurance, Risk Management, Umbrella Insurance, Homeowners, Professional Liability, Team Building, Casualty Insurance
Education
California State University-Sacramento 1977 — 1984
BS, Business Adminstration - Finance
American River College 1975 — 1977
AA, Business Administration
The Main Street America Group February 2011 - Present
Harleysville Insurance April 2007 - January 2011
Zurich Small Business May 1998 - April 2007
USF&G August 1997 - May 1998
Ohio Casualty Group June 1987 - August 1997
Education
Miami University 1983 — 1987
Bachelor of Arts, Political Science
Miami University 1983 — 1987
Bachelor of Arts, Political Science
Badin High School 1979 — 1983
Johns Hopkins University November 2010 - Present
SSP America 2014 - 2014
NIH August 2009 - August 2010
Zurich Small Business September 2007 - July 2008
American Express September 2000 - September 2007
Lerner Enterprises May 1999 - May 2001
Skills
Business Development, Project Management, Program Management, Strategic Planning, Market Research, CRM, Leadership, Product Management, Strategy, New Business Development, Budgets, Marketing, Social Media Marketing, Training, Marketing Strategy, Sales, Business Planning
Education
Loyola University Maryland 1995 — 1997
MBA, Masters of Business
Towson University 1977 — 1981
BA, Psychology
New Oxford
ACE Group March 2014 - Present
Farmers Insurance May 2013 - February 2014
Zurich Small Business/Farmers Insurance June 2012 - May 2013
Zurich Small Business June 2011 - July 2012
Zurich Small Business November 2009 - June 2011
Travelers Insurance July 2003 - November 2009
Skills
Underwriting, Commercial Insurance, Property, Workers Compensation, Casualty, Liability, Umbrella Insurance, Professional Liability, Process Improvement, Sales, Property & Casualty..., Commercial Lines, Inland Marine, Claim, General Insurance, Insurance, D&O, Legal Liability, Excess, Life Insurance, Employment Practices..., Liability Analysis
Education
University of Florida - Warrington College Of Business 2009 — 2010
MBA
American Institute for CPCU 2006 — 2008
CPCU, Insurance
University of Florida - Warrington College of Business Administration 2000 — 2003
BSBA, Mangement
The Hartford July 2013 - Present
Zurich Small Business September 2009 - May 2013
The Hartford February 1987 - August 2009
Travelers July 1979 - January 1987
Skills
Property & Casualty..., Sales Management, Sales, Marketing Strategy, Microsoft Office, Golf, Building Relationships, Relationship Marketing, Organization, Commercial Insurance, Risk Management, Liability, Casualty, Insurance, New Business Development, Commercial Lines, Sales Operations, Management, Marketing, Business Development, Legal Liability, Leadership, Umbrella Insurance, Underwriting, Workers Compensation, Sales Presentations, Customer Retention, Employment Practices..., Life Insurance
Education
University of Alabama
BA, American Studies/English
Retired September 2015 - Present
State Auto Insurance June 2010 - September 2015
Zurich Small Business May 2005 - June 2010
Hanover Insurance May 1999 - May 2004
Skills
Marketing, Insurance, Underwriting, Sales, Property & Casualty..., Commercial Insurance, Inland Marine, Workers Compensation, Management, Umbrella Insurance, Account Management, Small Business, Negotiation
Education
Liberty University Baptist Theological Seminary 2014 — 2014
Graduate Certificate in Biblical Studies, Bible/Biblical Studies
Texas Tech University 1969 — 1972
B.S., Education
Texas Tech University 1969 — 1972
Foremost Insurance June 2013 - Present
Foremost Insurance Group April 2012 - June 2013
Zurich Small Business March 2011 - April 2012
Farm Bureau Insurance 2007 - May 2011
Lighthouse Insurance Group 2004 - 2006
Foremost Insurance Company 2000 - 2004
Skills
Insurance, Business, Commercial Insurance, Underwriting, Property & Casualty..., Life and Health..., Selling, Training, Account Management, Management, Sales
Education
Liberty University 2007 — 2011
BS in Multi-Disciplinary Studies, Business, Psychology
Davenport University 2006 — 2008
Associate, Marketing
United Fire Group April 2013 - Present
Travelers June 2012 - April 2013
Zurich Small Business March 2007 - June 2012
Allied Insurance2004 2004 - 2007
Reed Business Information2003 to 2004 2003 - 2004
Sacramento County Department of HIPAA 2003 - 2003
Skills
Advance Technical..., Marketing Communications, New Business Development, Customer Retention, Negotiation, Sales Management, Commercial Lines, Casualty, CRM, Underwriting, Commercial Insurance, Strategy, Liability, Insurance, Management, Claim, Legal Liability, Marketing, Health Insurance, Customer Satisfaction, Property & Casualty..., Umbrella Insurance, Customer Service, Project Planning, Leadership, Financial Analysis, Account Management, Sales, Brokers, Workers Compensation, Professional Liability, Employment Practices..., D&O, Analysis, Excess, General Insurance, Reinsurance, Financial Risk, Risk Management, Liability Analysis, Casualty Insurance
Education
American Institute for Charter Property Underwriters 2014 — 2014
Associate's Degree, Risk Management
American Institute for Charter Property Casualty Underwriters 2009 — 2012
CPCU Designation, Commerical Lines
American Institute for Charter Property Casualty Underwriters 2008 — 2008
Associates Degree, Commercial Lines Underwriting
California State University-Sacramento 1999 — 2003
Bachelor of Arts, Communication Studies concentration in Public Relations and a minor in Psychology
Consumnes River College 1997 — 1999
Associates Degree, Math/Science
Florin High School 1993 — 1997
ISU Insurance Agency Network August 2015 - Present
Travelers Insurance Co October 2006 - August 2015
Zurich Small Business July 1999 - October 2006
Skills
Underwriting, General Insurance, Commercial Lines, Commercial Insurance, Property & Casualty..., Marketing, Marketing Communications, Public Speaking, PowerPoint, Training, Presentation Development, Organizational..., Insurance Training, Continuing Education, Umbrella Insurance, Insurance, D&O, Professional Liability, Legal Liability, Liability, Casualty Insurance, Brokers, Workers Compensation, Operational Excellence
Education
Fullerton College
State Auto Insurance January 2012 - Present
Farmers Insurance - AI small business June 2008 - January 2012
Zurich Small Business 1998 - 2008
Skills
Property & Casualty..., Commercial Insurance, Commercial Lines, Underwriting, Insurance, Casualty, Workers Compensation, Umbrella Insurance, Liability, General Insurance, Professional Liability, Customer Service, Sales, Inland Marine, Automobile, Property, Employment Practices..., Analysis, Process Improvement, Liability Analysis, Casualty Insurance, Excess
Education
Belmont University 1987 — 1990
Mass Communications
Belmont University
TESSCO Technologies August 2015 - Present
Adecco Staffing, USA June 2013 - August 2015
Zurich Small Business June 2003 - March 2013
Zurich Financial Services 1994 - 2003
Legg Mason Realty Group 1993 - 1994
VIPS, Incorporated 1992 - 1993
Zurich Financial Services 1990 - 1992
Skills
Management, Marketing, Project Management, Insurance, Process Improvement, Analysis, Change Management, Commercial Insurance, Sales, Event Planning, Property & Casualty..., Team Building, Marketing Communications, Customer Service, Underwriting, Casualty, General Insurance, Problem Solving, Written Communication, Microsoft Excel, Business Analysis, Sales Management, Competitive Analysis, New Business Development, Workers Compensation, Account Management, Strategic Planning, Marketing Strategy, Team Leadership, Strategy, Liability, Customer Relations, Workflow Development, Data Management, Internal Communications, Internal Marketing, Email Marketing, Newsletters, Organization &..., Building Relationships, Program Management, Negotiation, Training, Business Development, Life Insurance, Health Insurance, Team Management, Email Campaigning, Coaching, external communications
Education
University of Baltimore 2010 — 2014
Bachelor's Degree, Business Management, GPA 3.5
Essex Community College 2006 — 2010
Associates in Applied Science, Business Management, Graduated Cum Laude
Project Management Institute 2008 — 2009
CAPM (Certified Associate in Project Management, Project Management
ACE Group December 2013 - Present
Farmers Insurance November 2008 - December 2013
Zurich Small Business November 2008 - January 2012
Zurich Small Business 2008 - 2011
sister 1969 - 2011
Travelers Insurance 2002 - 2008
St Paul 2002 - 2004
Fireman's Fund Insurance Company 2000 - 2002
Westfield Group 1986 - 1998
Skills
Casualty, Underwriting, Commercial Insurance, Liability, General Insurance, Insurance, Property & Casualty..., Sales Management, Leadership, Negotiation, Workers Compensation, New Business Development, Health Insurance, Finance, Umbrella Insurance, Brokers, Commercial Lines, Fixed Annuities, Claim, Professional Liability, Marketing, Legal Liability, Risk Management, Sales, Life Insurance, Management, Project Planning, Term Life Insurance, Small Business, Long-term Care, Inland Marine, Disability Insurance, D&O, Reinsurance, Claims Management, Employment Practices..., Whole Life, Excess, Insurance Brokerage, CPCU, Homeowners, Liability Analysis, Accident, Marine Insurance, Renters, Claim Investigation, Subrogation, Claims Handling, Litigation Management, Surety Bonds
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
MBA, Business
Kent State University 1982 — 1986
BS, Business
Thomas Family August 2012 - Present
CruiseOne 2006 - August 2012
Greater New York Mutual Insurance Company August 2004 - March 2006
Multible 1964 - March 2006
Maryland Insurance Administration March 2004 - August 2004
Zurich Small Business 1993 - 2003
Harleysville Insurance 1983 - 1993
Skills
Cruises, Vacation, Leisure Travel, Leisure, Adventure Travel, Family Reunions, Travel Planning, Travel Management, Honeymoons, Tourism, Marketing, Resorts, Incentive Travel, Insurance, Incentives, Tour Operators, Travel Insurance, Hotels, Disney, Google Groups, Online Travel, Luxury, Weddings, Hospitality, Sabre, Hotel Booking, Corporate Events, Business Travel, Event Management, Customer Service
Education
Essex Community College 1997 — 2007
Baltimore City College 1961 — 1964
Business
Liberty Mutual Insurance March 2014 - Present
Summit Consulting (Formerly owned by Liberty Mutual) August 2008 - February 2014
EMPLOYERS 2007 - August 2008
Zurich Small Business May 2002 - 2007
Skills
Underwriting, Insurance, New Business Development, Workers Compensation, Customer Service, Portfolio Management, Commercial Insurance, Chartered Property and..., Associate in Risk..., CPCU, Automobile Liability, Leadership, Legal Liability, Casualty, Property & Casualty..., Professional Liability, Liability, D&O, Umbrella Insurance, Claim, General Insurance, Brokers, Claims Management, Reinsurance, Inland Marine, Construction Insurance, Casualty Insurance
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance
North Hall High School
Nationwide Insurance December 2014 - Present
Zurich Small Business June 2008 - November 2010
Zurich Financial Services September 2007 - June 2008
Skills
Property & Casualty..., Underwriting, Insurance, Commercial Insurance, Marketing Strategy, Sales Management, Legal Liability, General Insurance, Casualty, Risk Management, Marketing, Liability Analysis, Brokers, Liability, Commercial Lines, Casualty Insurance, Workers Compensation, Professional Liability
Education
Randolph-Macon College 1980 — 1984
Group Benefit Services November 2008 - Present
Group Benefit Services (GBS) 2008 - Present
Zurich Small Business 2001 - 2008
zurich 1997 - 2008
Education
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science, Elementary Education
Dtrt Insurance Group April 2011 - Present
Zurich Small Business 2002 - 2008
Zurich Financial Services 2002 - 2008
Skills
Commercial Insurance, Commercial Lines, D&O, Property & Casualty..., Employment Practices..., General Liability, General Insurance, Umbrella, Casualty, Professional Liability, Underwriting, Liability, Excess, Insurance, Workers Compensation, Consultative Selling, Distribution Management, Customer Relations, Customer Service, Brokers, Umbrella Insurance, Legal Liability, Health Insurance, Inland Marine, Selling, Homeowners, Term Life Insurance, Life Insurance, Distributed Team...
Education
Florida State University - College of Business 1973 — 1977
BS, Insurance, Risk Management, Math and Accounting
Axis Capital July 2010 - Present
Zurich Insurance Services May 2008 - July 2010
Zurich North America May 1996 - May 2008
Zurich Insurance 2006 - 2008
Zurich Small Business 2006 - 2008
Zurich Financial Services 1996 - 2008
Zurich North America - Small Business 1996 - 2008
IBM June 1988 - May 1994
Skills
Property & Casualty..., Integration, Underwriting, Commercial Insurance, Strategy, Liability, Reinsurance, Business Analysis, Insurance, Risk Management, Leadership, Disaster Recovery, General Insurance, Process Improvement, Analysis, Enterprise Architecture, IT Strategy, Casualty, Strategic Planning
Education
Towson University 1988 — 1990
Bachelors, Marketing & Management
Hagerstown Junior College 1986 — 1988
AA, Business Administration
Zurich Programs and Direct Markets July 2014 - Present
Zurich Programs and Direct Markets December 2010 - July 2014
Deep South/QBE August 2008 - December 2010
Zurich NA 2007 - 2008
Zurich Small Business July 1998 - April 2007
Maryland Casualty Company January 1996 - June 1998
Firemans Fund Insurance Company December 1993 - January 1996
CIGNA Property Casualty September 1990 - November 1993
Education
Penn State University
Bachelor's Degree, Speech Communication
American Institute For Chartered Property Casualty Underwriters
Chartered Property Casualty Underwriter (CPCU) Designation, Leadership and Managerial Excellence interest group
Zurich Executive Management Program at Kellogg Graduate School, Northwestern University
The Target Markets Program Administrators Association
Certified Programs Leader (CPL) Designation
Vermont Mutual Insurance Company March 2009 - Present
Zurich Financial Services March 1999 - June 2008
Zurich Small Business 1999 - 2008
Zurich North America 1999 - 2008
Skills
Property & Casualty..., Insurance, Underwriting, Commercial Lines, Commercial Insurance, Customer Retention, Analysis, Professional Liability, Claim, Workers Compensation, Legal Liability, Sales Operations, Marketing, Casualty, General Insurance, Strategic Planning, Liability
Education
Bryant University 1980 — 1982
Masters, Business Management
Zurich Small Business 2009 - Present
Zurich Small Business February 1997 - June 2009
Skills
Underwriting, Insurance, General Insurance, Commercial Insurance, Property & Casualty..., Strategy, Professional Liability, Commercial Lines, Workers Compensation, Sales, Liability, Negotiation, New Business Development, Sales Management, Umbrella Insurance, Casualty, Inland Marine, Sales Operations
Education
Hood College
Bachelor's degree, Management
The Main Street America Group 2008 - Present
Zurich Small Business February 2006 - June 2008
Skills
Property & Casualty..., Insurance, Commercial Insurance, Liability, Underwriting, Casualty, Commercial Lines, General Insurance, Umbrella Insurance, Workers Compensation
Education
Suffolk University - Sawyer Business School 1993 — 1996
MPA, Public Administration
Suffolk University 1988 — 1993
Bachelor of Science, Government
Wake County Public School System January 2013 - Present
Rex Healthcare January 1990 - Present
First Presbyterian Church Raleigh July 2011 - Present
CapInsure Services August 2011 - March 2013
First Benefits Insurance Mutual April 2008 - June 2011
Zurich Small Business March 2006 - April 2008
Builders Mutual Insurance Company 2003 - 2006
Crum & Forster 1985 - 1992
Great American Insurance 1974 - 1985
Skills
Underwriting, Insurance, Reinsurance, Workers Compensation, Liability, Property & Casualty..., Compliance, Commercial Insurance, Product Development, General Insurance, Executive Management, General Liability, Commercial Lines, Non-profits, Legal Liability, Strategic Planning, Umbrella Insurance, Analysis, Management, Nonprofits, Training, Marketing, Sales, Claim, Account Management
Education
University of North Carolina at Chapel Hill 1966 — 1970
AB, Education
Broughton High School, Raleigh
Utica National Insurance Group April 2008 - Present
Zurich Small Business October 2005 - April 2008
Skills
Property & Casualty..., Workers Compensation, Agents, Casualty, Umbrella Insurance, Commercial Insurance, Commercial Lines, Insurance, Legal Liability, Professional Liability, Risk Management, Marketing, D&O, Inland Marine, General Insurance
Education
Baylor University - Hankamer School of Business 1980 — 1984
BBA, Finance/Business
The Hartford September 2013 - Present
Zurich Small Business February 2004 - May 2013
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance, Workers Compensation, Sales Management, Casualty, Liability, New Business Development, Umbrella Insurance, Sales, Life Insurance, Commercial Lines, Small Business, Marketing, Customer Service, Professional Liability
Education
Appalachian State University 1989 — 1993
Bachelor of Science, Management
The Hartford June 2006 - Present
RLI Transportation January 2004 - June 2006
Zurich Small Business September 2001 - January 2004
Skills
Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Risk Management, Liability, Casualty, Life Insurance, Commercial Lines, Claim, Disability Insurance, Mortgage Lending, Legal Liability, Underwriting, Reinsurance, Financial Risk
Education
The University of Georgia 1988 — 2003
Bachelor of Business Administration (BBA), Risk Management & Insurance
Builders Insurance Group October 2013 - Present
Builders Insurance Group May 2013 - September 2013
Farmers Insurance October 2012 - May 2013
Farmers Insurance April 2011 - October 2012
Liberty Mutual Insurance 2010 - 2011
Zurich Small Business 2008 - 2010
Atlantic American / Georgia Casualty 2002 - 2003
Federated Insurance 1996 - 2002
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Workers Compensation, Risk Management, Casualty, Liability, Commercial Lines, Legal Liability, Inland Marine, Professional Liability, General Insurance, Umbrella Insurance
Education
University of Georgia - Terry College of Business 1989 — 1996
BBA, Risk Management & Insurance
Clermont Specialty Managers (a W. R. Berkley Company) June 2015 - Present
The Providence Mutual Fire Insurance Company July 2013 - March 2015
Farmers Insurance Group August 2008 - June 2013
Harleysville Insurance March 2007 - August 2008
Zurich Small Business May 1997 - March 2007
Great American Insurance Company October 1989 - May 1997
Poole & Company May 1987 - October 1989
Wausau Insurance September 1979 - May 1987
Skills
Casualty, Legal Liability, Professional Liability, Umbrella Insurance, Commercial Lines, Risk Management, Casualty Insurance, Liability, Property & Casualty..., Sales, Customer Service, Insurance, Product Development, Sales Presentations, Brokers, Health Insurance, Employment Practices..., D&O, Claim, Underwriting, Homeowners, Dwelling Fire, Salesforce.com, Automobile
Education
Kean University 1975 — 1979
Bachelor's degree, Elementary Education and Teaching, 3
Berkley Southeast Insurance Group July 2013 - Present
Harleysville Insurance June 2013 - July 2013
Zurich Small Business September 2008 - June 2012
Skills
Underwriting, Commercial Insurance, Property & Casualty..., Workers Compensation
Education
Illinois Wesleyan University 1998 — 2002
Bachelor of Arts (B.A.), International Business