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Executive Assistant Customer Service

Citrus Heights, California, United States
March 02, 2018

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Steven F. Duckett

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

Carmichael, CA 95608

Cell: (925) ***-****

E-mail Address:

California Licensing # OH96653

Property and Casualty and Personal Lines Insurance Broker-Agent, Accident and Health Agent, Life-Only Agent


MS Office applications (Word, Excel, PowerPoint, Access) and Lotus Notes, Visio, MS Project scheduling with expertise creating with word processing, spreadsheets, graphics and presentation software including the ability to create tables; merge documents; create pivot tables; and develop graphics and PowerPoint presentations from notes. Experience in coordinating and providing support to large, complex, projects.


2013 to Present - Parisi Insurance Agency Account Manager –Manage Group and Individual insurance accounts as well as marketing and direct sales both on and off exchange as well as SHOP and overdue accounts, customer service, heavy customer support and interaction regarding health insurance changes and company employee enrollment and changes to coverage, resolve billing disputes and claim issues.

2013 Insphere Insurance Solutions - Life, Accident and Health as well as supplements sales and service. Generate own book of business and marketing efforts. 100% Commission based.

2012 Key Personnel – Proven Insurance Services Personnel Lines Producer- Extensive marketing efforts in the field. Promoted all Insurance products and opened new markets for classic cars as well as aircraft Insurance sales for company. Commission based. Worked existing book of business for cross selling opportunities. Made over $15,000.00 in Premium sales 1st month. Attended and marketed at events such as Car Shows, swap meets, air shows and Experimental Aircraft Association meetings. Public Speaker at all events and was a requested guest on several local Sacramento radio shows.

June 2010 to June 2011

Grand Jury Member, Contra Costa County –Investigated various concerns within the county. Conducted investigations and interviews. Compiled facts and wrote reports to be included within the annual Grand Jury Report.

November 2007 to June 2011

Executive Assistant to the Founder/Executive Director of "The Learning Café" In Pleasant Hill, CA. Permanent Part Time Position. Maintain Schedule of all events and Speakers in Microsoft Outlook. Help with Flyer and Display creation and production. Set up at Fairs and Business Expo’s. I also schedule and maintain the calendar for all meetings for the Executive Director. Open Facility and collect monies. Do mass e-mails and updating of Constant Contacts. Coach members in using Microsoft Outlook.

July 2006 to September 2007

Executive Assistant to Chief Operating Officer and Chief Financial Officer, Sutter East Bay Medical Foundation. Heavy meeting scheduling for both officers. Prepare Board of Directors meeting materials, heavy filing and meeting preparation. Prepare organization charts on Visio. Prepare and maintain expense accounts for both officers. Revamped both officers filing systems. Extremely proactive in anticipating needs of chief officers and providing extensive support and organization in all aspects of position.

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