Kathleen Haines
Anderson,SC
Summary
Twenty-Five plus years’ experience in all phases of administrative duties and customer service, with ten years in the field of commercial insurance including surety, property and casualty and financial service product lines. Ten years Real Estate experience. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
28
28
years of professional experience
Work History
Recovery/Support
JC Penny
Anderson
11.2022 - Current
- Returned clothes from dressing rooms to display areas
- Maintained cleanliness throughout store
- Changed pricing signs throughout store
- Unloaded merchandise boxes, stripped down clothing items and stocked supplies
- Relieved cashiers for their breaks and assisted cashing when busy.
Independent Sales Agent
Keller Williams Realty
Yorba Linda, CA
08.2011 - 11.2021
- Assist clients with the listing and selling of their homes
- Assist clients with finding and purchasing a home
- Assist clients with title reps., loan officers, inspections and escrows
- Transaction coordinator – processing real estate forms, coordinating all aspects of a real estate transactions, filing, uploading files to company work site
- Front desk relief – answering phones, researching listings to assist callers, sign in visitors, set up conference rooms.
Kennel Tech
Sit Means Sit Dog Training
Huntington Beach, CA
11.2017 - 09.2021
- Cared for all boarding dogs, sanitized kennel room daily and maintained cleanliness through facility
- Cared for, fed, watered, bathed and loved on all dogs that came to the facility
- Sanitized kennel room and all crates
- Walked dogs
- Picked dogs up from client’s homes
- Cleaned all messes immediately
- Cleaned facility, took out trash and replenished supplies
- Worked closely with trainers to maintain dogs’ health and safety.
Independent Sales Agent
Century 21 Award
Yorba Linda, CA
02.2009 - 08.2011
- Assist clients with the listing and selling of their homes
- Assist clients with finding and purchasing a home
- Assist clients with title reps., loan officers, inspections and escrows
- Transaction coordinator – processing real estate forms, coordinating all aspects of a real estate transactions, filing, uploading files to company work site.
Account Service Representative Supervisor
McGriff, Seibels and Williams Insurance Services, Inc.
Irvine, CA
09.2004 - 05.2008
- Supervised account service representatives and support team
- Supervised small staff of licensed Account Service Representatives as well as unlicensed support staff
- Primarily working with Property & Casualty and Financial Service products
- Worked closely with marketing team and producers to service client needs
- Processed broker of record letters, renewals, various Acord applications
- Created presentations, submissions to the Carrier, Proposals to Client
- Created and maintained Excel spreadsheets
- Processed client invoices and Surplus Lines Taxes
- Office Administrative Functions
- Receptionist duties
- Ordered office supplies
- Created and maintained client marketing and policy files.
Client Representative -Financial Services Division (FINPRO)
Marsh Insurance Services, Inc.
Newport Beach, CA
06.2003 - 09.2004
- Worked closely with client advisors to help process client policy renewals
- Processed client renewal letters
- Followed up for applications, financials and supplementary information for company submissions
- Processed client submissions to internal processing department (Global Broking) and individual insurance companies
- Worked closely with client advisors to help negotiate the best rates for our clients’ needs
- Created proposal presentations
- Processed client binders and invoices.
Insurance Assistant - Financial Services Division (FINPRO)
Marsh Insurance Services, Inc.
Newport Beach, CA
06.2003 - 09.2004
- Assisted AMR’s with daily client needs and administrative functions
- Processed invoices
- Created and maintained client marketing and policy files
- Processed surplus lines paperwork
- Created, processed and bound client proposals
- Copy, scanning and faxing duties.
Senior Customer Service Representative
Insco Insurance Services, Inc.
Irvine, CA
01.1996 - 06.2003
- Responsible for processing agent, obligee and principal inquiries requiring extensive knowledge in the Surety and subdivision bonds
- Administrative responsibilities including processing cancellations, reinstatements and status inquiries
- Notarized bond acknowledgements
- Reviewed bonds
- Processed On-line bond applications
- Agency Representative
- Responsible for all aspects of agent licensing for Insco Insurance Services, Inc
- Producer data entry and file maintenance
- Agency mergers and acquisitions
- State application submissions and renewals
- Broker of record letters
- Branch support.
Education
Skills
- Proficient in the use of various software packages, including MS Word, Excel, MS Outlook, Micro Soft Suites, HP 3000, AS 400 and Internet Explorer
- Accounts Payable And Receivable
- Month-End Closings
- Payment Management
- Excellent Communication Skills
- Accounting Ledger Maintenance
- Client Presentations
- 10-Key Proficiency
- Operations Management
- Check Preparation
References
References available upon request.
Timeline
Recovery/Support
JC Penny
11.2022 - Current
Kennel Tech
Sit Means Sit Dog Training
11.2017 - 09.2021
Independent Sales Agent
Keller Williams Realty
08.2011 - 11.2021
Independent Sales Agent
Century 21 Award
02.2009 - 08.2011
Account Service Representative Supervisor
McGriff, Seibels and Williams Insurance Services, Inc.
09.2004 - 05.2008
Client Representative -Financial Services Division (FINPRO)
Marsh Insurance Services, Inc.
06.2003 - 09.2004
Insurance Assistant - Financial Services Division (FINPRO)
Marsh Insurance Services, Inc.
06.2003 - 09.2004
Senior Customer Service Representative
Insco Insurance Services, Inc.
01.1996 - 06.2003
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