
Timeline
About me
Practice Leader, Staffing & PEO Practice
Education

Uc san diego
2001 - 2005B.a. computer science
Experience

Weiss insurance agency inc
Jul 2006 - Dec 2007Marketing assistant
Inszone insurance services
Jan 2008 - Jun 2008Small business unit assistant
Marsh mclennan agency
Jun 2008 - nowResponsible for delivering the Assurance service platform in a professional manner to further develop and enhance the client relationship. Responsible for delivering the Assurance service platform in a professional manner to further develop and enhance the client relationship. Responsible for providing first line support for producers in the daily service of existing and prospective clients and their policies. Provide prompt, accurate, courteous service to clients, producers and company personnel. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. Grow and develop talents and insurance knowledge to highest possible level.
Practice Leader, Staffing & PEO Practice
Apr 2022 - nowSenior Vice President, Staffing & PEO Practice
Jan 2020 - nowProducer, Staffing & PEO Practice
Jan 2016 - Mar 2022Vice President, Staffing & PEO Practice
Jul 2014 - Jan 2020Account Executive, Staffing & PEO Practice
Jul 2011 - Dec 2015Account Manager, Staffing & PEO Practice
Jun 2008 - Jul 2011
Licenses & Certifications

Associate in commercial underwriting (au)

Associate in general insurance (ains)

Associate in insurance services (ais)

Associate in risk management (arm)

Chartered property casualty underwriter (cpcu)

Licensed life and health producer

Licensed property and casualty producer
Honors & Awards
- Awarded to Kerri Sullivan, CPCU, ARM, AU2017 Elite Women in Insurance Insurance Business America 2017
- Awarded to Kerri Sullivan, CPCU, ARM, AU2016 A Club for New Business Production Assurance 2016
Volunteer Experience
Committee Member
Issued by Assurance Caring Together on Jan 2011
Associated with Kerri Sullivan, CPCU, ARM, AU
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