2021 -2024 Vice President of Sales and Marketing @ Arrow Benfits Insurance Services A Division of Patriot Growth Insurance LLC
2008 -2017 Senior Vice President and Partner and North Bay Benefits Practice Leader @
1995 -2008 Executive Vice President @ ABD Insurance and Financial Services
Jim Settles Education
University of Pennsylvania - The Wharton School
Certified Employee Benefits Specialist
1985-1994
California State University-Sacramento
Bachelor of Science - BS (Finance and Financial Management Services)
1982-1986
California State University-Sacramento
BS (Finance)
1980-1985
Jim Settles Skills
Financial Analysis
Employee Benefits
Strategic Planning
Insurance
Leadership
Health Insurance
Human Resources
Business Development
Underwriting
Brokers
New Business Development
Strategy
CRM
Budgets
Risk Management
Healthcare
Integrated Marketing
Negotiation
Management
Budgeting
Employee Benefits Design
Working with Brokers
Customer Relationship Management (CRM)
Customer Relationship Management Crm
Customer Relationship Management
Jim Settles Summary
Jim Settles, based in United States, is currently a Employee Benfits Agency Leadership Consultant at Self Employed. Jim Settles brings experience from previous roles at Arrow Benfits Insurance Services A Division of Patriot Growth Insurance LLC, Woodruff-Sawyer & Co. and ABD Insurance and Financial Services. Jim Settles holds a 1985 - 1994 Certified Employee Benefits Specialist @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Financial Analysis, Employee Benefits, Strategic Planning, Insurance, Leadership and more. Jim Settles has 1 emails and 1 mobile phone numbers on RocketReach.
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