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Data Entry Casualty Insurance

Location:
Richmond, CA
Posted:
April 22, 2025

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Resume:

Dolores S. (Dee) Pearson

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

510-***-****

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.



Contact this candidate