Lisa Shelter
Chino Hills CA *****
EDUCATION: Bachelor's of Science in Business Management
University of Phoenix
Associate in Arts Degree
Cerritos College, Norwalk, CA
General Education
COMPUTER SOFTWARE EXPERIENCE:
Microsoft Excel, Word, Power Point, Work perfect, Lotus 1-2-3, Quattro Pro,
Internet
SKILLS:
Communication, organization, efficient, coordinating, assimilates
information, assess situations, delegates, can work independently. 10 key
by touch. Typing 55+ per minute.
PROFESSIONAL LICENSE:
Currently Hold a Fire and Casualty and a Life License and Notary Public.
EMPLOYMENT HISTORY:
2008-Present State Farm Insurance
Internet Sales/Outside Sales/Inside Sales/Customer Service
Currently Hold a Fire and Casualty License. Write commercial,
worker's comp, professional liability, home, and auto. Tasks
include: Sales, marketing, quote, ability to assess situations
and solve problems, rate, processing endorsements, preparing
policies, data entry and telephone customer service. Excellent
communication and organizational skills.
2004-2006 Personal Assistant- Las Vegas, NV
Duties included: Running errands; grocery shopped, escorted
client to appointments (doctor, hair, dog groomer), light
cleaning and house sat when out of town.
1996-2002 A.I.S. - Auto Insurance Specialists, Long Beach/Anaheim, Inc.
Supervisor/Sales/Trainer/Customer Service
Representative/Underwriter
Held a fire/casualty license. Oversaw five employees. Trained
new employees on procedures and computer software. Worked
independently in a fast paced personal lines auto, home,
motorcycle and boat insurance company. Tasks include: ability to
asses situations and solve problems, underwrite, rate,
processing endorsements, renewals, preparing policies, data
entry and telephone customer service. Excellent communication
and organizational skills.
1996. Twining Laboratories, Long Beach
Sales/Customer Service Representative/Marketing/Billing/Accounts
Payable
Marketing/Sales Secretary/Customer Service: Telemarketing for
upcoming construction jobs, typing all correspondence
(proposals, memorandums, letters), researched and set up new
jobs in the computer system. Back up for dispatch, sent
technicians to job sites. Accounting: Billed for five
departments, invoiced monthly, tracked amount billed and
generated an accumulated graph for each of the five departments
billed. Called on outstanding accounts, follow-up (i.e. COD
list, past-due and final notices) collected money and applied it
to the proper accounts, reconciled bank statements.
1992-1993 Owens-Brockway, Vernon
Human Resources Executive Assistant
350 person plant-Interviewed, hired, conducted and processed new
hire orientation; including new hire applications and video
viewing for proper dress code and safety. Processed termination
paperwork and logged all affirmative action documentation.
Processed all Medical, dental, vision and life insurance
applications and changes. Processed payroll for all of
management. Maintained safety records; including organizing and
documenting the viewing of safety videos and documenting each
union employees viewing hours.