Objective statement: Obtain a position with a progressive organization that
will use my education, skills, abilities and experience to increase company
value, where I can effectively contribute to operations in any capacity
that best matches my skills and experience.
Microsoft Office expert Trained FSO, Federal Security Officer
Office Management Insurance specialist, Personal and
Commercial Lines
Quality Assurance Training and Customer Service Professional
Security Clearance: Interim Secret, granted July 17, 2009
Education: Currently pursuing a Bachelors of Science degree in Information
Technology with an emphasis on Security and Forensics, Kaplan University
Experience:
Office Manager Jun 2009-Present
Quantum Research International
Responsible for all daily office activities to include, but are not limited
to ordering business cards, Business Expense Reports, coordinating
calendar, recording and submitting invoices, MSRs (Monthly Status Reports),
QSRs (Quarterly Status Reports), Task Lead Notebooks, resume review and
compiling, DD250s (Purchase Orders), track hourly burn rates on each task,
meeting support. Maintenance and submittal of employee forms, in-processing
of new employees, in- processing through security. Inventory and office
supply control. Fed-ex tracking. Petty Cash tracking, packing slips and
office supply order tracking. Timesheet organization and distribution, VAR
(Visitor Access Requests) submissions. Proposal/TOP writing coordination
and assistance. Develop and distribute training materials to new hire
employees. Provide continuing education for current employees. Assist in
trade show events.
Commercial Property Claims Adjuster April 2008-June 2009
Zurich International
Handled claims of various exposure and complexity within specific limits
and authority. Responded to customer needs using strong problem solving
skills. Investigate claims against insurance or other companies for
personal, casualty, or property loss or damages and attempt to effect out-
of-court settlement with claimant: Examines claim form and other records to
determine insurance coverage. Interview, telephone, or correspond with
claimant and witnesses. Prepare report of findings and negotiate settlement
with claimant. Recommend litigation by legal department when settlement
cannot be negotiated.
Underwriter III Sept 2005-June2008
CSAA (AAA Insurance)
Responsible for managing a book of business by careful risk selection,
review and evaluation of new and renewal business to decide if the risk
complies with AAA Insurance guidelines for personal automobile and property
coverage and in return make the appropriate pricing decisions. Technical
expert in insurance contracts and fostered positive company and agency
relationships. Responsible for the creation and implementation of several
department training documents. Member of the Underwriting Celebration
Committee for two terms and member of Underwriting Employee Newsletter.
Nominated for Employee of the Month. Main tem member responsible for
training of new Underwriters.
Account Manager Jun 2004-Sept 2005
SCA Insurance
Responsible for processing of all servicing needs of client accounts for
six producers including, but not limited to: endorsements, applications,
cancellations, payments, invoicing (Agency & Direct Bill), premium
financing, MVR ordering, processed personal lines claims, renewals,
insurance certificate processing, re-marketing, quoting, proposals, bonds
and audits. Production of new business of personal and commercial lines.
Workers Compensation underwriting and risk assessment. Carriers include but
are not limited to: Allied, United Fire & Casualty, Mountain States,
Safeco, Ohio Casualty, Zurich, St. Paul Travelers, Pinnacol Assurance,
MetLife, Progressive, The Hartford, Colorado Casualty, EMC, Continental
Western Group, Continental Divide, Western Surety, Old Republic, Auto
Owners, and Chubb. We also work directly with other brokerages especially
when dealing with E&S markets. Main staff member responsible for training
of new employees. Member of the company's Fun Committee & Wellness
Committee.
Call Response Specialist/Team Lead Jun 2003-Jun 2004
TAC Worldwide contracted by Hewlett Packard
Responsible for establishing trouble tickets and support references for
Hewlett Packard Mission Critical clients such as NASDAQ and AOL/Time
Warner. Multi-tasking capabilities include using extensive tools to
implement minor troubleshooting and call routing/dispatch procedures.
Responsible for tracking and compiling statistics and data for call routing
and trend information. Main point of contact for all Mission Critical
customers and Hewlett Packard liaisons.
Quality Assurance Specialist April 2003-Jun 2003
21st Century Auto Insurance
Audited the New Business Marketing group on telephone sales interactions
with customers obtaining new auto insurance policies - Commercial &
Personal Lines. Provided daily feedback and tracked trends for the
associate, supervisor, and managers. Created the 21st Century Quality
Guidelines document as a basis for scoring, feedback, and consistency
purposes implemented for use by the Quality Monitoring unit. Contributed to
promotional exercises and the unit newsletter. Provided ongoing training
per tracked trends for employees.
CSR I Nov 2001-Jul 2002
Progressive Auto Insurance
Received and responded to customer service inquiries and issues from
current policyholders and agents to include the processing of endorsements,
cancellations, and research into billing and claims - Personal Lines.
Processed payments via check, credit card, and Western Union. Created our
team's contest, 'Spring into Action', to help improve Quality scores held
by Customer Service Representatives. Created a training workflow document
that was distributed to all team managers and is now being utilized by the
entire training department to educate New Hire classes. Member of the
Holiday and Birthday committees. Awards received: Three 'Five Star Service'
Awards, three 'Destination: Virtually Perfect' awards, and the 'I Care'
award, a companywide award for the top service representative
Quality Assurance-Team Lead Oct 1999-Oct 2001
USA.NET
Audited the TSR, TSR III, and TSS (Technical Support/Help Desk) groups on
both phone and email interactions with customers. Provided feedback on a
daily, weekly, monthly, and quarterly basis. Supervised four employees.
Facilitated and organized meetings and training sessions for new QA and
Technical Support employees and also coordinated training sessions for
current employees to develop their skill sets. Created programs, manuals
and databases to be used by the department in conjunction with the Quality
program. Created several award and recognition programs. Created and
produced on a weekly basis the team newsletter. Led the coordination of the
Visual Workplace program. Responsible for composing and implementing over
500 'Frequently Asked Questions' files viewable by the public. Member of
the company's Fun Committee. Before being promoted to Quality Assurance,
performed Help Desk/Technical Support duties. Awards Received: 'Top
Performer for a Support Team' (the first time this award was given to an
individual awarded by a voting process) and 'Top Sales per Hour -
Net@ddress Messaging Center Drive'.
Special Skills and Training:
. Agency Management systems: Nexsure & Applied
. Microsoft Office
. Microsoft Outlook
. Lotus Notes
. Adobe
. Internet Expert
. N.I.C.E
. Remedy
. Onyx
. Goldmine
. Teleconferencing
. AS400
. Windows XP
. Course completion of Microsoft Word 2007
. Course Completion of Microsoft Excel 2007
. Course Completion of Microsoft Outlook 2007
. Colorado Property & Casualty license held
. CISR courses completed: Agency Operations, Personal Residential,
Personal Auto
. Colorado Notary Public
. The Basic Principles for a Collaborative Workplace
Time Management
The Leader In Each of Us
'Who Moved My Cheese' - Dealing with Change in the Workplace
Volunteer Work:
Junior Achievement, Salvation Army, Girl Scout Daisy & Brownie Troop
Leader, Memorial Hospital Pediatrics, Martinez Elementary Library
volunteer, Chairperson of Membership, Co-Chairperson of
Hospitality/Martinez P.T.A., Chairperson of Scholastic Reading Roundup Book
Fair, and Co-Chairperson for the Kindness Campaign at Martinez Elementary
School, Habitat for Humanity, Ambassador Committee member, organized
company raffle for Easter Seals charity.