Assistant Years Experience

HELEN CHANG

**** ***** ***

Mountain View, CA ***40

Email: ***********@*****.***

Summary

Thirty years experience in the insurance industry with diverse experience in analysis, research and problem

solving. Highly organized self-starter

Job Objective

Account Executive Assistant, 7 years experience

Experience

Job Title: Account Manager Assistant/CSR

Employer: Archway Insurance Brokers LLC, San Jose, CA

Dates: 07/03 to 03/11

Duties: Assist producers, account managers and client with new and renewal

commercial line policies. Process endorsements and certificate of

insurance. Verified policy information and data for completeness, accuracy

and compliance. Contact clients for overdue payment and any

cancellations.

Job Title: Accounting Assistant

Employer: Endoscopy Management Services, Palo Alto, CA

Dates: 12/01/ to 12/02

Duties: Assist accountant for daily tasks

Job Title: Senior Underwriting Support Technician

Employers: Fireman’s Fund Insurance Company, Walnut Creek, CA

Dates: 05/97 to 12/01

Duties: Rated, quoted, negotiated and processed of new and renewal commercial

excess policies within authority. Serviced all accounts including resolving

agents inquires, complaints, requests and policy processing activities

within guidelines.

Job Title: Senior Underwriting Technician

Employer: Highland Insurance Group, San Jose, CA

Dates: 09/95 to 05/97

Duties: Service all account and assist underwriters, Maintained accurate financial

records

Job Title: Commercial Lines Underwriting Assistant

Dates: 07/81 to 05/97

Duties: Rated commercial lines policies, rated personal lines policies

Education

Kong Ning Nursing School in Taiwan. Associate Degree

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