Randa L. Stoll, CISR
Reedley,CA
Summary
Seeking full time remote employment with a company where I can utilize my skills and become an integral part of a team. I enjoy working with people and encourage others to stay positive and productive.
I have experience with AMS, Microsoft Word, Excel, QQ Catalyst Insurance software. I am able to communicate with others and take initiative to complete the task at hand.
Overview
12
12
years of professional experience
Work History
Account Manager / Agent
James G Parker Insurance
07.2021 - Current
- Responsible for complete marketing process for current clientele, including preparation of applications, procurement of relevant underwriting data, risk qualification, loss history, market determination, carrier submission, premium and coverage negotiations and presentation of final coverage proposal and placement.
- Responsible for endorsement processing , accounting, renewal rating/marketing, certificates of insurance and providing day-to-day service for endorsements, coverage questions, identification documents.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Customer Service Rep/ Agent
Consolidated Insurance Services, Inc.
09.2018 - 07.2021
- Assist insureds with all changes to their policy, processing of endorsements, taking payments, assisting in payment arrangements or discrepancies
- Correspondence with insureds prior to cancellation, if payment is not received
- Quoting new business, handling renewals
- Processing claims, updating claim status, corresponding with insureds and adjusters with necessary documents, photos etc
- Filing/inputting of quotes, policy documents, cancellations
Member Services/MLS/Accounting
Fresno Association of Realtors
02.2016 - 08.2018
- Member service rep - I was first to greet new members, help with application process, input all new members into database, take payment, and give instructions on further steps needed
- Answered phones, assisted with any issues the member may have
- Corresponded with other Associations, Brokerages, and Agents
- MLS - Full customer service, available daily by phone to help input, complete and correct listings
- Answered any questions regarding rules and regulations of the MLS
- Taught all training classes, on and off site
- Was in charge of maintaining, monitoring, and issuing any violations
- Worked directly with the MLS manager
- Accounting - Processed all payables weekly
- Prepared monthly financials, as well as month end each month
- Entered general journal entries to correct general ledger
- Handled all refunds or disputes with members
- Had monthly deadlines for each of these tasks
- Maintained all petty cash
- Bank reconciliations for multiple accounts, made all deposits
- Checks as well as cash
- Had to answer to the board of directors with any questions regarding financials and allotted GL budgets
- Prepared statements for members and all billing
Office Administrator
East Bay Tire Co.
10.2012 - 08.2015
- Participated in all aspects of the office including answering calls and daily filing
- Assisted walk in customers
- Received & posted payments
- Received and categorized incoming inventory for warehouse staff
- Prepared inventory reports
- Scheduled and prepared routes for the following days deliveries
- Received all returns and processed credits
- Assisted in inventory counts
- Worked directly with salesman on required tasks
- Scheduled and processed customer shipping and invoicing
- Maintained calendar for upper management
- Processed and tracked online Amazon orders
Education
High School - General Education
Caruthers High School
Caruthers, CA01.2000
Skills
- Certified Insurance Service Representative
- Ability to multi-task with other duties in stressful environments
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
References
Furnished upon request.
Timeline
Account Manager / Agent
James G Parker Insurance
07.2021 - Current
Customer Service Rep/ Agent
Consolidated Insurance Services, Inc.
09.2018 - 07.2021
Member Services/MLS/Accounting
Fresno Association of Realtors
02.2016 - 08.2018
Office Administrator
East Bay Tire Co.
10.2012 - 08.2015
High School - General Education
Caruthers High School
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