I believe the communication skills I've picked up throughout my career and my love of wine and people will be a great asset in a hospitality position.
Overview
1
1
Certification
38
38
years of professional experience
Work History
Account Manager
USI Insurance Services
Petaluma
12.2003 - 07.2025
Planned annual client employee health fairs, enhancing employee engagement with wellness initiatives.
Created annual employee health insurance booklets, improving clarity of benefits communication for employees.
Acted as liaison between client and insurance carrier to facilitate information exchange.
Managed client 5500 filings with department of insurance and trained West Coast staff on procedures.
Developed comprehensive company instruction manual to standardize operations.
Collaborated with client HR department to streamline benefit enrollments, terminations, and issue resolution.
Utilized various website portals to streamline administrative tasks.
Administrative Positions
Various
Rohnert Park
08.1987 - 09.2003
Planned and executed corporate events and sales recognition initiatives to enhance employee engagement
Facilitated employee activities to strengthen team bonding and morale; organized offsite events for social and team-building purposes over 6 years as Vice-President
Acted as internal customer service representative for over 400 independent insurance agents, addressing inquiries and providing support
Managed a department in retail for several years
Education
Bachelor of Science - Business Administration
University of Phoenix
Various Bay Area Locations
06-2002
Skills
I lead a 10 person wine panel, procuring wine, tasting, and editing panel responses for the Petaluma Post Online edition
I was heavily involved in Porsche Club as Activities Chairman
I am a current member of the Petaluma Yacht Club where I work behind the bar and volunteer at various events
I am a lead vocalist in two rock cover bands
I've been involved in many theater productions at 6th Street Players, Novato Players, The Mountain Play and many Readers Theater plays
I volunteer for community events such as Butter and Egg Days and Art and Garden Festival and I have poured wines at various local Petaluma Gap events
Certification
Life and Health Agent
Alcohol Beverage Control (license number available upon request)