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Manager Assistant Account

Location:
Sacramento, CA
Salary:
55,000
Posted:
April 10, 2023

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Resume:

Jamie J. Simmons

**** ***** *** *****, **********, CA 95827

adwgh4@r.postjobfree.com 916-***-****

Account Manager • Insurance Producer

Extensively experienced and goal-oriented Project Administrator, Account Manager and Insurance Professional with a demonstrated track record of successfully leading new and existing clients through implementation; obtaining adequate insurance policies that fit their business needs and client/contract expectations. Experienced in the preparation and analysis of financial reports to summarize and forecast financial position. Proven expertise in driving efficiency and productivity through evaluation of process and structure to develop and implement improvements when necessary. Talented leader with experience training and directing new management teams to support achievement of overall corporate goals and objectives. Core competencies include:

Account Management

Insurance Production

Contract Management

Budgeting

Forecasting

Financial Reporting

Identifying Cost Savings

Efficiency Improvements

Training

Career Experience

C.C.D.S., Inc. dba Industrial Door Company

Project Administration/Office Manager Assistant

7/2019-11/2022

Contract review for new construction projects and tenant improvements jobs.

New construction billing, insurance maintenance, OCIP/UCIP/CCIP enrollment, monthly payroll submissions and close-outs.

Maintaining all service client and new construction billing and collections efforts to ensure prompt payment and continuous cash flow.

Labor compliance for union/prevailing wage projects including, but not limited to, certified payroll, fringe benefit statements, union status letter updates, DAS140/142 requirements.

Prequalification updates annually for all general contractors.

Textura billing experience and Sage 100 operating system trained/trainer.

Preliminary notices and Lien training through Porter Law Group, attending multiple variations of Mechanic Lien, Construction Law, Enforceability of Subcontract-“Paid When Paid” Provisions courses.

LKQ Redding Corporation Rancho Cordova, CA

Accounts Receivable Coordinator

12/2016 – 7/2019

Managing and maintaining all Northern California payments and posting payments to the accounts.

Servicing all Northern California customer relations including but not limited payments, adjustments, resale certificates, taxes, credits and refunds.

Training new hire employees in the role of account management and accounts receivable responsibilities.

Handling multi line phones for all Northern California drivers, customers and sales representatives.

Maintaining multiple applications and spreadsheets for daily operations including Microsoft Excel, Word, Project X (customer operating system for LKQ operations).

J6 Insurance Services/Lawson Hawks Insurance Agency Rocklin, CA

Account Manager/Insurance Professional/Producer

3/2007 – 6/2015

Processed renewals and cross sold new lines to increase revenue, maintained current clients and established relationships with new clients.

Established and maintained effective relationships with clients and managed client(s) expectations.

Managed and trained staff in respect to key system requirements and duties.

Created and assisted others in creating market changes, product rollouts, user documentation, instructions and procedures.

Worked directly with commercial contractors including but not limited to: general contractors, sub-contract service providers, environmental contractors, landscape and janitorial providers.

ADDL, Inc/Michael Ehrenfeld Company San Diego, San Diego, CA

Account Manager/Insurance Producer

11/2004 – 3/2007

Serviced and maintained client relationships, processed renewals and provided excellent customer service for new and existing clients.

Built, maintained and retained strong relationships through excellent professionalism.

Increased sales by cross selling product lines and ensuring clients met expectation(s) of contractual agreements.

Managed and trained staff in respect to key system requirements and duties.

Education/Certifications

Property & Casualty Insurance License

Obtained May of 2004

State of CA Department of Insurance

Cordova High School

Rancho Cordova, CA

1991-1995



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