Experience

CSIS Insurance Services, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Aug 2019 - Present

  Newbury Park, CA



DMV

• MOTOR VEHICLE REPRESENTATIVE

  • Mar 2012 - Aug 2016

  Simi Valley CA Customer Service contact for all aspects related to drivers licensing privileges. Collect fees due to start, renew & re-instate licensing privileges. Review legal documents from foreign countries & court ordered issues. Evaluate and advise clients in regards to vehicle registration. Collect fees due for vehicle registration, renewal, citations, placards, etc. Evaluates and directs customers for business transactions.



State Compensation Insurance Fund

• United States
• Insurance
• 700 & Above Employee

• CLAIMS ADJUSTER

  • Aug 1995 - Mar 2012

  OXNARD Customer Service Liaison to ensure all benefits are fairly managed. Professionally represents company as first point of contact with clients. Facilitate in developing and educating co-workers in the programs and procedures within the department. Share expertise and provide assistance with problem-solving of program challenges. Liaison between clients and medical professionals to ensure all benefits are fairly managed.

• CUSTOMER SERVICE REP

  • Aug 1989 - Mar 2012

  VENTURA Wrote, classified & priced policies for employers. Calculated & collected premium for existing policies. Composed & tracked payment plans for collecting outstanding premium. Re-instated canceled policies for policyholders. Created Excel spread sheets for organizing & tracking purposes. Created work flow process improvement. Independently developed & tested new process. Answered general questions from policyholders. Mentored & trained new… Show more Wrote, classified & priced policies for employers. Calculated & collected premium for existing policies. Composed & tracked payment plans for collecting outstanding premium. Re-instated canceled policies for policyholders. Created Excel spread sheets for organizing & tracking purposes. Created work flow process improvement. Independently developed & tested new process. Answered general questions from policyholders. Mentored & trained new representatives. Shared expertise & volunteered as a resource in problem-solving to my co-workers.



Dunham Jordahl Associates

• Editor

  • Jan 2001 - Jan 2006

  Edited, proofread & corrected documents for technical & computer training programs, while assisting with publication of newsletters & brochures.



Great Western Bank

• Financial Services
• 700 & Above Employee

• BANK TELLER

  • Jun 1986 - Jul 1989

  Set-up new accounts Advised clients of the diversity & opportunities available for their savings. Advised clients of the fiduciary responsibilities of the company. Performed banking transactions: deposits, withdrawals, etc.

• New Accounts Representative

  • Jan 1986 - Jan 1989

  Assisted clients by setting-up new accounts & advising them of the diversity & opportunities available for their savings while advocating the fiduciary responsibilities of the company. Performed banking transactions: deposits, withdrawals, etc.



Nordstrom

• United States
• Retail
• 700 & Above Employee

• RETAIL SALES

  • 1983 - May 1986

  Facilitated customers by advising on clothing for boys & girls.