Experience

Holiday Market

• United States
• Food & Beverages
• 1 - 100 Employee

• Retail Sales

  • Jan 2021 - Sep 2021

  Meadow Vista, California, United States Worked at the high-volume deli counter of a regional grocery store. Fast-paced environment. Required use of great customer service skills daily.



R.W. Babcock Insurance Brokerage, Inc.

• Commercial Insurance Account Manager

  • Aug 2015 - Feb 2018

  Pleasanton, CA Handled all aspects of very large accounts including multi-national semiconductor manufacturers, Bay Area water and sewer contractors and biotechnology firms. In depth coverage and exposure analyses and statistical comparisons. Contract management. Communicated with clients' executive staff, clients' employees, underwriters, claims adjusters and municipalities. Handled agency IT tasks including database management, PC setup, network connectivity, mini mainframe operations and data migration.… Show more Handled all aspects of very large accounts including multi-national semiconductor manufacturers, Bay Area water and sewer contractors and biotechnology firms. In depth coverage and exposure analyses and statistical comparisons. Contract management. Communicated with clients' executive staff, clients' employees, underwriters, claims adjusters and municipalities. Handled agency IT tasks including database management, PC setup, network connectivity, mini mainframe operations and data migration. Handled agency bookkeeping through financial statements, including payroll processing, medical benefits administration and bank account and general ledger reconciliations. Earned certification to handle Self-Insured Workers' Compensation programs for CA employers. Also worked here May 99 - June 02 and Dec 88-June 97. Show less



Networked Insurance Agents

• Commercial Lines Placement Specialist

  • Jul 2009 - Apr 2015

  Grass Valley, CA Underwrote and rated commercial insurance programs for all lines of business across most industry segments. In depth coverage, exposure, safety and risk management analyses. Trained retail agents in areas including understanding underwriting and risk management principles. Extreme power user of a variety of computer programs due to volume of business. Excellent production levels.



The Mattei Companies

• United States
• Insurance
• 1 - 100 Employee

• Underwriter

  • Jun 2006 - Jul 2009

  Sacramento, CA Underwrote accounts for the Moving & Storage segment. Required analysis and evaluation of medium to large risks. Developed detailed risk profiles including exposure analysis, loss control, financial condition, loss history and supporting risk selection and pricing. Assisted with development of proprietary coverage forms for filings in 50 states.



Wells Fargo Insurance Services

• United States
• Insurance
• 700 & Above Employee

• Commercial Lines Account Executive

  • May 2003 - Jun 2006

  Grass Valley, CA Managed Commercial Lines department for smaller agency, handled all aspects of account servicing and new business. Generated monthly financial reporting of new and renewal commercial insurance activity.



Supracor

• United States
• Manufacturing
• 1 - 100 Employee

• Accountant

  • Jun 1997 - Aug 1999

  San Jose, CA Handled all aspects of accounting through financial statements for a large manufacturing concern. A/P, A/R, payroll, General Ledger account reconciliation, bank recs, monthly budgeting, maintaining monthly journal entries for depreciation of fixed assets and expensing prepaid items. Accrual accounting; state sales tax returns.



R.W. Babcock Insurance Brokerage, Inc.

• Commercial Lines Account Executive

  • Jul 1988 - Jun 1997

  San Jose, CA Handled book of existing commercial insurance clients, primarily large contractors and high-tech risks. Managed agency computer systems including data migration to newer platform. Handled all aspects of agency accounting including A/P, A/R, General Ledger account reconciliation, maintaining monthly journal entries for the depreciation of fixed assets and for the expensing of prepaid items. Filed federal and state payroll tax returns.