Insurance Agent/Broker

• Oct 2017 - Present

CDI LIC# 0M00476 CDI LIC# 0M00476

Caregiver

• Aug 2011 - Present

Caretaker; assist elderly client with daily tasks such as cooking, cleaning, shopping, stocking, driving to and from doctor appointments, pharmacy, etc. Caretaker; assist elderly client with daily tasks such as cooking, cleaning, shopping, stocking, driving to and from doctor appointments, pharmacy, etc.

Personal Lines Account Manager

• Mar 2018 - Jun 2018

Account Manager

• Mar 2018 - Jun 2018

Client Services Manager

• Jun 2016 - Aug 2017

Assisting agents in servicing clients in personal and commercial lines; quoting, issuing policies, answering inquiries by phone, email, and in-person, submitting applications, working directly with appointed company underwriters, taking payments, making policy changes, issuing requested certificates and proof of insurance, and all other daily agency tasks, as needed.

Assistant Account Manager

• Jun 2016 - Aug 2017

Primary assistant to fast-paced, high-demand, high-intensity, multi-tasking-required, small-staffed (1-2 employees), largely distinguished [hundreds of clients, each with multiple policies] insurance agency and director/agent of San Mateo location; assisted Oakland location based agents on as-needed basis in all tasks in personal and commercial lines; quoting, issuing policies, answering inquiries by phone, email, and in-person, submitting applications, working directly with appointed company underwriters, taking payments, making policy changes, issuing requested certificates and proof of insurance, and all other daily agency tasks, as needed. Solely ran office when situation demanded, to deal with hundreds of requests, questions, inquiries, paperwork, phone calls, emails, etc. on daily basis.Ran all non-insurance related necessary tasks.

Administrative Officer

• Mar 2015 - May 2016

Manage office and vendor accounts, support staff and executives, handling operations, scheduling and managing calendar, support General Counsel, completing expense reports, supporting all departments and other offices as needed. Manage office and vendor accounts, support staff and executives, handling operations, scheduling and managing calendar, support General Counsel, completing expense reports, supporting all departments and other offices as needed.

Temporary Associate

• Jun 2014 - May 2015

Project assistance, staff covering, and administrative duties on temporary basis for multiple clients, some responsibilities included: Telephone reception and call routing Checking visitors in Institute’s corporate calendar management Filing Assisting specialists with projects as needed Organizing reports for accounts payable & receivable departments + More. *Please don’t hesitate to inquire for more information about positions held, responsibilities, and detailed information

Administrative Assistant

• Dec 2013 - Mar 2014

Daily operational tasks, reception duties as needed Communication with doctors and nurses Checking patients’ insurance status Responsible for entering and transferring all aspects of Physician Orders into the system Communicating with hospital discharge planners regarding new patient care via DeVero software Making final decision on acceptance or refusal of patient into agency Arranging for patients’ special needs as well as schedule changes Daily operational tasks, reception duties as needed Communication with doctors and nurses Checking patients’ insurance status Responsible for entering and transferring all aspects of Physician Orders into the system Communicating with hospital discharge planners regarding new patient care via DeVero software Making final decision on acceptance or refusal of patient into agency Arranging for patients’ special needs as well as schedule changes

Teller

• Dec 2010 - Mar 2012

Personal Banker

• Aug 2009 - Dec 2010

Teller

• Aug 2008 - Aug 2009

Providing of all customer services in the branchOpening and managing consumer and business accountsSupervising, approving, and overriding teller transactionsAssisting in teller and wire transactionsCash and check deposits, withdrawals, check cashing, transfers, bill pay, and creating bank checks