Position:
Area Vice President Specialty Sales Manager, Director of Client Services at Arthur J. Gallagher & Co.
Work:
Arthur J. Gallagher & Co.
- San Francisco Bay Area since Mar 2012
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Area Vice President Specialty Sales Manager, Director of Client Services
Group Insurance Trust of the California Society of CPAs
- San Francisco Bay Area Oct 2006 - Dec 2011
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Executive Director
WellPoint
- San Francisco Bay Area Mar 2005 - Oct 2006
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Specialty Sales Manager
Myers-Stevens & Co., Inc.
- San Francisco Bay Area 2003 - 2005
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Sales & Operations Manager
Total Access Benefits and Insurance Services Inc.
- Modesto, California Area 1984 - 2003
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Vice President & Owner
Education:
Northwestern California University School of Law 2010 - 2012
University of Wisconsin-Madison - School of Business 2010 - 2011
Modesto Jr College 1995 - 1998
Associate of Arts (AA), General Studies
Skills:
Insurance, Health & Welfare Benefits, Self-Funded Plans, Fully Insured Plans, Trust Management, Benefits Administration, Association Management, Team Building, Sales Management, Consulting, Executive Benefits, Stop Loss, Ancillary Benefits, Life Insurance, Disability Insurance, High Deductible Health Plans, A.M. Best rating experience, Collective Bargaining, Underwriting, ERISA, New Business Development, Contract Negotiation, Strategic Planning, Property & Casualty Insurance, Health Savings Accounts, Voluntary Benefits, Benefit Communication, COBRA, Sales Management Coaching, Building High Performance Sales Teams, P&L Accountability, Key Account Relationships, C-Level Presentations, Trusted Advisor, Employee Wellness Programs, Healthcare, Risk Management, Public Speaking, Health Insurance, Customer Retention, Employee Benefits, Competitive Analysis, Project Management, Vendor Management, Benchmarking, Policy Development, Compliance
Certifications:
Resident Insurance Producer- Life, Accident, & Health Agent, California Department of Insurance
Property & Casualty Broker-Agent, California Department of Insurance
Insurance Producer License- Property, Casualty, Life, Disability, State of Washington, Office of the Insurance Commissioner
Non-Resident Producer Life & Health, Oregon Department of Consumer & Business Services Insurance Division