Experience

Legacy Risk & Insurance Services, an Alera Group Company

• United States
• Insurance
• 1 - 100 Employee

• Commercial Lines Account Manager

  • Jul 2022 - Present



Scott Litman Insurance Agency

• Senior Commercial Lines Service Representative

  • Jan 2021 - Jul 2022



Truex Insurance

• Stockton, California Area

• Commercial Lines Account Manager

  • Oct 2018 - Sep 2020



Schumacher Insurance and Financial Services, Inc.

• Lodi, CA

• Commercial Lines Account Manager

  • Jul 2015 - Oct 2018

  • Maintain day to day operations inside the agency. • Assisted with payments, coverage questions and policy changes, both for commercial and personal lines • Trained to notice key opportunities to cross-sell and up-sell • Processed all commercial certificate of insurance requests, reviewed policies for coverage and requested additional endorsements when needed • Support Producer in developing new business opportunities for existing clients and prospects • Initiate renewal process for existing clients, discuss and create strategy with Producer • Quote and bind personal and commercial policies as needed • Maintain bank deposits and reconcile accounts • Train new employees and Agents • Set up new management systems and insurance appointments • Assist in filing claims for insureds and follow up to ensure a smooth process • Order supplies for Office and Agents Show less



Marshall Perry Inc

• Modesto, California Area

• Property Manager & Regional Managing Supervisor

  • Apr 2013 - Jul 2015

  • Oversee day to day operations at multiple sites along with the staff at each location. • Maintain over 50 single family homes as well as over 300 multi-family unit homes • All Accounts Receivables and Accounts Payable for all entities • Communicate with On-site Managers and Maintenance staff to resolve any tenant disputes. • Scheduling Manager and Maintenance Staff • Responsible for all employee relations • Effectively motivate individuals to produce the most amount of work with a high degree of accuracy • Training new employees on policies and procedures • Maintain excellent rapport with all Vendors and Owners • Bring in new properties and owners who wish to use our services • Leasing duties Show less



Jay Carmac Associates

• Stockton, CA

• Community Manager

  • Sep 2009 - Mar 2013

  • Effectively manage the day to day operations of my apartment community • All receivables for the community • Promptly serve all notices • Evictions • Leasing Duties; show apartments, process applications, draft rental agreements, move-in’s/move-outs etc. • Manage Vendor work • Train new employees • Effectively manage the day to day operations of my apartment community • All receivables for the community • Promptly serve all notices • Evictions • Leasing Duties; show apartments, process applications, draft rental agreements, move-in’s/move-outs etc. • Manage Vendor work • Train new employees



Kohl's

• United States
• Retail
• 700 & Above Employee

• Point of Sale Associate

  • Feb 2008 - Sep 2009

  • Assisted in all departments as needed • Provided cash calls and deposits • Processed all receiving merchandise • Returns and call backs • Train new employees • Assisted in all departments as needed • Provided cash calls and deposits • Processed all receiving merchandise • Returns and call backs • Train new employees



DeVinci's Delicatessen

• Stockton, CA

• Cashier and Counter Help

  • Jun 2006 - Feb 2008

  • Assist all customers • Count out cash drawer • Prep all catering orders • Train new employees • Assist all customers • Count out cash drawer • Prep all catering orders • Train new employees