John Helms
Dublin,CA
Summary
Early-career technical assistant with experience supporting wholesale insurance operations, policy processing, and account updates. Skilled in Excel, invoice processing, and data analysis. Strong follow-through, careful documentation, and cross-team coordination support accurate reporting and smooth workflow.
Overview
6
6
years of professional experience
Work History
Technical Assistant
Bridge Specialty Group
01.2023 - Current
- Processed policy submissions, endorsements, and renewal documentation for wholesale insurance accounts.
- Coordinated certificates of insurance, binders, and invoices with accuracy and prompt follow-up.
- Retrieved loss runs, inspections, and underwriting data to support quote preparation.
- Entered policy details and account updates into agency management systems.
- Reviewed invoices and payment requests to ensure compliance with internal controls.
- Coordinated with cross-functional teams to collect data and maintain reporting consistency.
- Managed sensitive information responsibly, maintaining strict confidentiality standards.
Server
Senior Resource Group
06.2020 - 12.2022
- Assisted with meal preparation, feeding support, and special dietary requirements.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Maintained clean, safe, and well-organized patient environment.
- Observed health status of clients to report changes and unusual occurrences to appropriate medical personnel.
Education
Bachelor of Science - Business Administration | Finance
California State University, East Bay
Hayward, CA05-2026
Associate of Science - Business Administration
Diablo Valley College
Pleasant Hill, CA05-2024
Skills
- Operations support
- Document processing
- Documentation proficiency
- Excel expertise
- Invoice processing
- Data analysis
Timeline
Technical Assistant
Bridge Specialty Group
01.2023 - Current
Server
Senior Resource Group
06.2020 - 12.2022
Bachelor of Science - Business Administration | Finance
California State University, East Bay
Associate of Science - Business Administration
Diablo Valley College