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Insurance Agent resumes in Santa Cruz, CA

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Accomplished professional in sales development/management

San Jose, CA, 95120
... Networking and Communication, Corporate Finance and Business Law EXPERIENCE COURTNEY AGENCY San Jose, CA Senior Personal Lines Insurance Specialist 2004 - Present Sales: Top agent targeting and closing new customers, individual and commercial. ... - 2011 Dec 22

Human Resources Customer Service

San Jose, CA, 95118
... Investigate accidents and prepare reports for insurance carrier . Administrative Services: Supervise three HR administrative ... Ultipro, HRB ADP EDUCATION AND CERTIFICATIONS Life-Only Agent/Health and Disability California License Professional in ... - 2011 Aug 12

Mortgage Loan Processor

San Jose, CA, 95129
... Loan Processor • Assist in the design and implementation of agent trainings and any monthly or quarterly office events • Run ... reports • Calculation of income, monthly expenses (hazard insurance, property taxes) • Review loan applications, credit ... - 2011 Jul 07

Administrative Assistant Executive

San Jose, CA, 95124
... Administrative Assistant, State Farm Insurance Agency, San Jose, CA, 1993-1995. Supported insurance agent, John K. Lee, with maintaining database/files of all policy holders and insurance records. Handled all incoming calls/inquiries from policy ... - 2011 Jul 02

Sales Manager

Campbell, CA, 95008
... Receptionist, Los Angeles 5/77 - 10/77 Goodwill Industries: Trailer Supervisor, San Jose 5/76 - 8/76 Windefall National Booking Agency: Receptionist/Agent, Campbell 8/76 - 1/77 State Farm Insurance Co.: Receptionist/File Clerk, San Jose 1/76 –6/76 1 - 2011 Apr 12

Administrative Assistant Manager

San Jose, CA, 95139
... Responsible for billing insurance companies, reconciling payments, and resolving unpaid claims . Accountable for maintaining ... Responsible for agent files and kept them updated . Implemented procedures for preparing and funding loans R & R Real Estate ... - 2011 Feb 22

Accounts Payable Manager

San Jose, CA, 95136
... Software and Hardware System Conversions PROFESSIONAL EXPERIENCE PRIVATE CONTRACTOR: PRIMERICA FINANCIAL SERVICES 12/09-5/2010 Licensed Financial Advisor and agent selling life insurance and long-term care products. STANFORD COMPUTER STORE 09/09-11 ... - 2011 Jan 10

Customer Service Manager

San Jose, CA, 95111
... Air 7 Seas Transport Logistics Milpitas, CA Freight Forwarder Agent 1999-2005 Prepared airway bills, insurance forms and processed documents for air export. Received domestic freight, handled cargo for shipping, loaded and unloaded containers for ... - 2010 Dec 14

Administrative Assistant Customer Service

San Jose, CA, 95136
... / American International Group AIG Management Trainee and Licensed Life Agent September 27, 2005 - March 21, 2008 . Worked ... selling insurance products, or a life policy, formed a solid relationship with customers, employees and co-workers. ... - 2010 Nov 03

Customer Service Project Manager

San Jose, CA, 95128
... Surety Investment Service, Los Angeles, CA 12/93 to 5/98 Life insurance agent and Administrative Assistance Research and seek prospective clients for life insurance and tax shelter annuities, Maintain hard copy files, ensure successful transfer of ... - 2010 Oct 21
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