Summary
Overview
Work History
Education
Skills
Certification
Timeline
OfficeManager
Joy Folse

Joy Folse

Costa Mesa,CA

Summary

  • Entrusted local office "Power User" - assisting & training colleagues on the Account Management and Microsoft systems.
  • One of five nationwide advisors to software developers contracted to create the Aon proprietary Account Management System.
  • Collaborated with IT on design and implementation of large Microsoft Access Real Estate Program Rating and Certificate Issuance database management systems.
  • Initiated and performed training of service center teams on protocols and use of the Access databases.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Account Executive

Commercial Associates Insurance
01.2021 - 02.2023
  • Roles: Account Executive / Marketing.
  • Industries: Artisan Contractors / Real Estate / Wholesalers.
  • Book of Business: Middle Market / Small Business; 150+/- Clients

Senior Account Manager

Risk Strategies Company
01.2009 - 10.2020
  • Roles: Account Management / Account Executive / Marketing.
  • Industries: Real Estate / Environmental / Engineering / Sports Venue.
  • Book of Business: Middle Market / Revenues - $400k to $1m.

Senior Account Manager - Risk Management

Aon Risk Services
05.1993 - 12.2007
  • Roles: Team Lead / Account Management / Account Executive / Marketing.
  • Industries: Real Estate Program / Global American Technology-focused Defense, Intelligence, Security, and Infrastructure Engineering firm / Airport Shuttle Program.
  • Book of Business: Real Estate - $3m / A&E - $1.5m.

Education

Bachelor of Arts - Psychology

California State University - Northridge
Northridge, CA

Skills

  • Client Relationship-Building
  • Perceptive & Empathetic Listener
  • Analytical, Math & Writing
  • Account Forensics
  • Communication & Negotiation
  • Quality Control Standards

Certification

  • California Department of Insurance Producer License - Casualty & Property - No. 0B67520
  • Commercial Lines Coverage Specialist (CLCS) - Hartford School of Insurance
  • Certified Construction Insurance Program (CCIP) - Insurance Community Center University
  • Commercial Lines Insurance Certification (CLIC) - Insurance Community Center University

Timeline

Account Executive

Commercial Associates Insurance
01.2021 - 02.2023

Senior Account Manager

Risk Strategies Company
01.2009 - 10.2020

Senior Account Manager - Risk Management

Aon Risk Services
05.1993 - 12.2007

Bachelor of Arts - Psychology

California State University - Northridge

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Joy Folse