Bio
Credentials
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Prosci® Leading Your Team Through Change
ProsciJun, 2023- Apr, 2026 -
Certified World Class Assistant
Office Dynamics InternationalApr, 2012- Apr, 2026 -
The Professional Administrative Certification of Excellence (PACE)
American Society of Administrative ProfessionalsAug, 2018- Apr, 2026 -
Notary Public - California
Secretary of StateDec, 2010- Apr, 2026 -
Certified Travel Agent
The Travel Institute
Experience
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Senior Executive Assistant
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Jun 2021 - Present
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CSAA Insurance Group
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Walnut Creek, CA
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Senior Executive Assistant
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2000 - Present
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Walnut Creek, CA
- Currently supporting the EVP of Commercial Insurance and the Mobilitas team.- Serves on the leadership team for Operation Reserves leading a group of pre-trained non-service, non-claims employees who are on standby to assist customers during catastrophes or other high-volume events- In my 10 years supporting the Customer Experience & Marketing Division, I supported 3 different Chief Marketing officers and helped build the management team from the ground up. I also directly supported the VP of External Affairs and Brand.- Spent 3 years in the Office of the President, providing direct support to the Chief of Staff as well as assisting in the support of the day-to-day activities of the President and CEO.- Supported the Vice President of Sales & Market Management who led a division that provided membership, travel and insurance sales and service to 4+ million members. Span of control included 2,500+ sales agents and service associates, 13 executives, 100+ branch and call center facilities and over $300 million of revenue generated from over $2 billion in sales/renewals.- Provided support for the Corporate Strategy Executive and onboarding support for the Chief Strategy & Innovation Officer
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Specialist, Claims Mail Imaging
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Aug 1998 - Apr 2000
Served as a team lead and specialist at new Claims Mail Imaging for AAA. Trained entire staff on using DOTS program for researching member information. Consistently exceeded top performance/production targets.
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Advertising Assistant
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1997 - 1998
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Sales & Service Representative / Camera Coordinator
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1989 - 1998
Serviced over 100 accounts in the Northern California Region. Served as a Camera Coordinator for Payless Drug Stores training all camera department staff in 40+ stores. Trained in One Hour Photo operations. Skilled in customer complaint resolution. Served as a liason between store staff and management with category managers at Payless Drug Stores corporate office.
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California State Automobile Association (AAA)
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Greenbrae, CA
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Bookkeeper/Cashier
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1988 - 1989
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Greenbrae, CA
Responsible for all aspects of monetary transactions within the office including insurance and membership payments, sale of retail products, travelers cheques, hunting and fishing licenses, sales representative check in, and accounts payable. Accountable for monthly reporting.
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Department Manager
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1980 - 1989
Served in several positions over almost a decade. These positions included; Lead Cashier, Pharmacy Clerk, Housewares Department Manager, Photo Department Manager, Key Carrier and back up bookkeeper.Earned numerous awards including several customer service awards.
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Education
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1983 - 1985California State University, Fresno
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1982 - 1985College of Marin
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Terra Linda High School
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