Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joyce Herrold

Santa Rosa,CA

Summary

Dynamic Client Service Specialist with proven expertise at Amwins Group Inc in data entry and document management. Recognized for exceptional attention to detail and delivering outstanding customer service. Successfully streamlined processes for State Fund submissions, enhancing efficiency and accuracy in operations. Committed to achieving excellence in every task undertaken.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Client Service Specialist

Amwins Group Inc
Santa Rosa, CA
06.2017 - Current
  • Enter State Fund new business submissions into the system for processing.
  • Process State Fund Cancellations.
  • Complete the Safeco download on a daily basis, and attach documents to policies in our system.
  • Assist with sending out documents for State Fund policies when necessary.
  • Pull loss runs from the State Fund website, and send them out to agents upon request.
  • Intake for the Customer Service inbox when needed.
  • Other tasks as assigned by the manager.

Technical Assistant

Apple One at Ric Insurance
Santa Rosa, CA
11.2016 - 06.2017
  • Processed incoming mail and attached documents to system for efficient tracking.
  • Distributed documents to agents to ensure prompt action on requests.

Education

Associate of Arts - Liberal Arts And Sciences

Santa Rosa Junior College
Santa Rosa, CA
05-1997

Skills

  • Data entry
  • Customer service
  • Document management
  • Attention to detail

Certification

  • Property and Casualty Insurance License Exp 07-26-2026

Timeline

Client Service Specialist

Amwins Group Inc
06.2017 - Current

Technical Assistant

Apple One at Ric Insurance
11.2016 - 06.2017

Associate of Arts - Liberal Arts And Sciences

Santa Rosa Junior College

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Joyce Herrold