Dolores S. (Dee) Pearson
**************@*****.***
Educational Achievements
MS – Organization Development (MS/OD) University of San Francisco
Chartered Property Casualty Underwriter (CPCU) The Institutes for Property & Casualty Insurance
Associate in Risk Management (ARM) The Institutes for Property & Casualty Insurance
Professional Experience
09/19 – Present Jumpstart Insurance Inc / Neptune Flood
344 Thomas L Berkley Way
Oakland, CA 94612
Duties include:
Perform data entry tasks for all databases and systems
Evaluate and execute training and education plans for staff with specific targets and goals
Available to answer any insurance related inquiries via emails, phone, etc.
Collect data and research to support company projects and new products.
Comply with insurance department testing procedures and adhere to policies.
Daily telephone answering/response/management during normal business hours.
Manage Surplus Lines State and individual membership and regulatory requirements for CA, OR, WA, ID, UT, NV
5/22 – 11/22 Pearson Education/Pearson Vue
201 California St
San Francisco, Ca
The Test Administrator position is responsible for providing a secure exam delivery and superior customer service in a comfortable friendly environment. In this position, you will be required to:
Perform data entry tasks for all databases and systems
Comply with all testing procedures and strictly adhere to company policies using careful judgment
Check in testing candidates, verify identification, and explain the exam process
Proctor / invigilate candidates while testing
Troubleshoot with internal departments to fix technical issues
Complete light housekeeping duties such as vacuuming the floors and sanitizing keyboards after each candidate has finished their examination
01/2015 – 01/01/2021 Insurance Educational Association (I E A) - Instructor and Trainer – Insurance Professionals
3611 S Harbor Blvd, #180; Santa Ana, CA 92704
Duties include:
Classroom Instructor for all CPCU, ARM, AINS courses.
Perform data entry tasks for all databases and systems
Design curriculum and course content for classroom training modules and State Approved Continuing Education Credits
Evaluate and execute training and education plans for staff with specific targets and goals
Proctor employees while testing
Comply with insurance department testing procedures and adhere to policies.
Understand and articulate the professional’s training program and direction.
Develop and distribute content to CS staff and management.
10/2007 – 1/2015 AIG - Assistant Vice President - Regional Underwriting Manager
121 Spear St; San Francisco, CA 94105
Duties include:
Evaluate and execute training and education plans for staff with specific targets and goals
Available to answer any insurance related questions from staff.
Understand and articulate the AIG training program and direction.
Develop and deliver various insurance related training programs, including state approved Continuing Education credited segments. Support the design and implementation of business processes and procedures, including reports and analyses.