Lisa Ann Runyan
Turlock,CA
Summary
Presently pursuing a suitable position that will utilize my professional experience in insurance.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Office Manager
Winton-Ireland, Stom & Green
10.2017 - Current
- Responsibilities: Rating & quoting new & renewal business, Binding coverage and confirming with client, Prepare of proposals for new and renewal clients, reviewing all applications, renewal requests, policies, endorsements and audits for accuracy.
Office Manager
Crivelli Insurance Services
03.2009 - 10.2017
- Responsibilities: Schedule Weekly Meetings, Customer Service, Daily Deposits, Update Clients Accounts and Policies, Process Payments, Resolve Customer’s Issues, Effectively Quote and Submit Insurance Policies, Personal Lines Agent, Commercial Lines Agent
Administrative Assistant to Project Managers
Mid Valley Engineering
05.2007 - 03.2009
- Responsibilities: Coordinated and scheduled weekly meetings, Responsible for minutes at meetings, Emailed meeting minutes and correspondence to clients, Kept Project Managers organized
Sales Administrator
The Burchell Nursery, Inc.
12.1987 - 05.2007
- Responsibilities: Computer Inventory Tracking, Resolving Order Fulfillment Problems, Coordinate Monthly Meetings, Schedule Shipments, Customer Shipments, Process Customer Payments, Send out monthly statements, Involved in all aspects of Marketing, Web Page updating
Education
Farm Training: Nationwide
Sacramento, CA01.2016
Personal Lines Training: Nationwide
Sacramento, CA01.2013
Modesto Junior College
Modesto, CA01.1988
Turlock High School
Turlock, CA01.1987
Skills
- Customer Service
- AMS360, Image Right, Microsoft Word & Excel
- Organizational Skills
- Workers Compensation
Certification
- Personal-Lines Insurance, 2013
- Commercial Insurance, 2015
References
- Ladd Hackler, 5448 Washington Rd., Hughson, CA, (209) 417-7020
- Gina Blom, 4650 Tapestry Way, Turlock, CA, (209) 681-2050
- Kristen Bettencourt, 519 Crane Ave, Turlock, CA (209) 850-1851
Timeline
Office Manager
Winton-Ireland, Stom & Green
10.2017 - Current
Office Manager
Crivelli Insurance Services
03.2009 - 10.2017
Administrative Assistant to Project Managers
Mid Valley Engineering
05.2007 - 03.2009
Sales Administrator
The Burchell Nursery, Inc.
12.1987 - 05.2007
Farm Training: Nationwide
Personal Lines Training: Nationwide
Modesto Junior College
Turlock High School
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