Overview
Work History
Education
Skills
Certification
Software
Timeline
Generic

Marcy Rawson

Windsor,CA

Overview

26
26
years of professional experience
1
1
Certification

Work History

Office Manager

Capital Lumber Company
01.2023 - 07.2023


  • Accounting / Bookkeeper.
  • Process Invoices.
  • Follow-up on past due collections.
  • Created Monthly Excel Reports.
  • Process Credit Approvals.

Underwriting Assistant

Hull & Company - Brown & Brown Insurance
10.2021 - 06.2022
  • Issue Policies, Endorsements & Certificates.
  • Invoicing.
  • Follow-up with Agent's.
  • Bind desk.
  • Order Loss Runs.
  • Indexing.


Policy Services Team Leader

NIF / Jencap - Pacific Coast E & S Ins. Services
02.2006 - 10.2021


  • Issue Policies, Endorsements & Certificate's.
  • Process Cancellations & Reinstatement's.
  • Claims Review.
  • Bind Desk.
  • Loss Runs.
  • Audit Policies Every Quarter.
  • SLA Filing.
  • Accounting Invoicing.

Policy Services Processor

Pacific Coast E&S Insurance Services
05.2002 - 05.2006
  • Issued Policies & Endorsements.
  • SLA filing for All States.
  • Additional Insured Certificates & Evidence.
  • Bind Desk & Invoicing.
  • Order & Process Loss Runs.
  • Process Cancellation & Reinstatement Endorsements.
  • Submit Claims to Carriers.


Bind & Claim Desk

Pacific Coast E&S Insurance Services
09.2001 - 05.2002
  • Bind Desk.
  • Enter Applications.
  • Invoicing.
  • Setup follow-up for required forms.
  • Order process and log Claims.
  • Assisted in administrative duties for office team, including making phone calls, copies and schedules.

Receptionist Administrator

George Rothert & Associates/Pacific Coast E&S Ins.
02.2000 - 06.2001
  • Enter applications into system.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.
  • Loss Runs.
  • Order Supplies.
  • Manage Calendar.
  • Coordinated travel accommodations for staff and out-of-town visitors, agendas and transportation.



Accounting & Bookkeeping

Don Ramatici Insurance
09.1997 - 02.2000
  • Accounts Receivable / Accounts Payable.
  • Record checks & scan into system.
  • Process Payments & Daily Bank Deposits.
  • Performed billing, collection and reporting functions for office.
  • Pay Bills & Issue Checks.
  • Create documents spreadsheets.


Education

Certificate of Completion - Microsoft Excel Course

Pryor Learning - Career Track
Online Course
04.2023

Certificate of Completion - Business Management

Management Leadership Course
Pryor Learning - Development Assoc. - Santa Rosa
01.2006

Certificate of Completion - Insurance

Insurance 21 & 22
Insurance Training - (Santa Rosa, CA)
02.2003

Certificate of Completion - 12 Units - Child Development

Santa Rosa Junior College
Santa Rosa, CA
01.1996

Certificate of Completion - Office Education

Sonoma County Office of Education
Santa Rosa, CA
03.1992

Skills

  • Business planning
  • Business Administration
  • Staff Management
  • Customer Service
  • Supervision
  • MS Office
  • Multitasking abilities
  • Planning and Coordination
  • Budgeting
  • Office Administration
  • Multitasking and Organization
  • Team Leadership
  • Workflow Management
  • Team Scheduling
  • Staff Motivation
  • Leadership Development
  • Data Management
  • Discrepancy Research
  • Performance Appraisal
  • Coordinate Work
  • Customer Service Management
  • Billing and Accounting Support

Certification

  • CM - Certified Manager Certification -
  • Fred Pryor Seminars 6 month course

Software

 

  • Windows 08,10 & 11, Microsoft Office, Docu-Corp, MAC OS 9.1, Microsoft Word, File Maker Pro, Excel, Applied Systems, IPPS, Express Connect, Express 2.0, Vertafore, Velocity & Imageright, PIPS System, Agility, Looker Accounting System, & Worldview Indexing

Timeline

Office Manager

Capital Lumber Company
01.2023 - 07.2023

Underwriting Assistant

Hull & Company - Brown & Brown Insurance
10.2021 - 06.2022

Policy Services Team Leader

NIF / Jencap - Pacific Coast E & S Ins. Services
02.2006 - 10.2021

Policy Services Processor

Pacific Coast E&S Insurance Services
05.2002 - 05.2006

Bind & Claim Desk

Pacific Coast E&S Insurance Services
09.2001 - 05.2002

Receptionist Administrator

George Rothert & Associates/Pacific Coast E&S Ins.
02.2000 - 06.2001

Accounting & Bookkeeping

Don Ramatici Insurance
09.1997 - 02.2000

Certificate of Completion - Microsoft Excel Course

Pryor Learning - Career Track

Certificate of Completion - Business Management

Management Leadership Course

Certificate of Completion - Insurance

Insurance 21 & 22

Certificate of Completion - 12 Units - Child Development

Santa Rosa Junior College

Certificate of Completion - Office Education

Sonoma County Office of Education

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