Customer Service Manager

RONDA M. CARTER

(h) 510-***-**** (c) ***-****

******@*****.***

UNIQUENESS

Over 4 years experience underwriting and mitigating risk exposures

Demonstrated success in risk management and analytical decision-making

Handled clients with warmth and care in a fast-paced call center environment

EDUCATION Bachelor of Arts in Human Development

California State University-Eastbay

EMPLOYMENT

First Advantage Tax Consulting 4/12-7/12

Temporary Clerical Support

• Successfully concluded project which included the scanning of client applications into the

database in order to go paperless

• Performed internal audits to ensure the integrity of data and compliance of procedures

• Supported the administrative needs of leaders in partnership with other administrative staff

• Prepared client invoices and generated client reports in a timely fashion as needed

• Researched billing and expense discrepancies

Zurich North America 2/09-3/10

Commercial Underwriter Assistant

• Successfully screened business transactions to determine proper processing; completed transactions or referred to underwriters those transactions that required their attention

• Created, ordered and/or screened miscellaneous reports needed in the rating and underwriting

processes, such as Motor Vehicle Reports, loss history reports and outside inspections

• Prepared and/or ensured that policy transactions are issued and changes are recorded accurately

and in a timely manner; such transactions may be related to billing, quotes new business, endorsements, cancellations or renewals

• Effectively communicated as needed with stakeholders to obtain information needed to complete initial screening and subsequent policy transactions

Farmers Insurance Group 6/05-5/08

Personal Lines Underwriter

• Efficiently provided technical advice and assistance to District Manager, agents and other departments regarding coverage interpretations, policy and endorsement provisions

• Evaluated new, reinstatement and change applications to determine quality of risks, their acceptability and proper rating classification

• Reevaluated existing business to determine the continued acceptability and cancels, refuses renewals or modifies coverage

EXP Pharmaceutical Services 2/04-6/05

Order Processor

• Processed expired pharmaceuticals for healthcare organizations to receive credit from the manufacturers

• Produced policy updates to ensure order processors were in compliance of changing requirements

Chicago Title Insurance Company 6/02-8/03

Escrow Assistant

• Provided support to the Escrow department by assisting with customer service and administrative duties related to the closing of escrow files

• Initiated orders, transferred information from closing documentation that were prepared by the Escrow officer

• Answered phones, resolved basic inquiries and forwarded calls to the appropriate contact for resolution

• Accepted earnest money and appropriated the funds to the respective escrow files

• Performed other general clerical duties such as setting up files, copying, filing, faxing, scanning, ordering supplies and operating departmental office equipment

Ella Baker Center 08/11-Current

Volunteer Experience

Assisting with service projects including community gardens, book projects and voter mobilization

Raising awareness of Ella Baker Center by tabling at special events and doing community outreach

Bringing success to service oriented events including Oakland Service Festival and the Ella Awards

Assisting management with filing documentation, answering phones and other administrative duties

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