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Bio

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Barb Scoles is a seasoned insurance professional with 24 years of experience in relationship management, analysis, and sales, including roles at Transamerica and Executive Benefits Inc. She holds a Bachelor of Applied Science degree from Mount Mercy College and certifications from the LOMA organization.

Credentials

  • FFSI
    LOMA
    May, 2005
    - May, 2026
  • FLMI
    LOMA
    May, 1999
    - May, 2026

Experience

    • Director
    • Director
      • Jun 2017 - Present
    • VP, Relationship Management
      • Mar 1993 - Jun 2017

      Since 1993, have had positions as a Senior Analyst, Assistant VP and currently VP, Relationship Management. I have been responsible for new business, case management, fund due diligence and management, marketing and sales support, product support and relationship management in the corporate and ...

    • Design Manager
      • 1989 - 1993

      Responsibilities included design and analysis, sales support and back office policy and plan administration for split dollar, bonus plans and deferred compensation plans for small to mid-size businesses.

Education

  • 1999 - 2001
    Mount Mercy College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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