Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Stephanie Wilson

Folsom,CA

Summary

Managed real estate and insurance operations over a span of 15 years. Contributed to parent-teacher association initiatives at Vista Del Lago High School. Provided volunteer services at Empire Oaks Elementary School.

Overview

4
4
years of professional experience

Work History

Insurance Producer

Farmers Insurance
Cameron Park
06.2024 - 11.2025
  • Maintained accurate and up-to-date client records in the Agency Management System
  • Ensured timely and complete interactions with clients, agency staff, and carriers to reduce errors and omissions exposure including CA Fair plan and water losses
  • Processed accounts including quote reviews, policy changes, endorsements, and coverage binding
  • Prepared client proposals and reviewed insurance-related contracts
  • Created and issued certificates of insurance and verified correct policy forms
  • Managed end-to-end claims for all clients, specializing in water damage, fire, and accident claims
  • Collaborated with internal teams to streamline processes and improve efficiency

Insurance Assistant

Farmers Insurance
Folsom, CA
01.2022 - 06.2024
  • Managed billing accounts for personal lines and commercial, including payroll and loss runs
  • Conducted marketing activities for the agent
  • Maintained a current book of business and followed up on new business
  • Utilized computer software for photos of autos, home, and commercial buildings needed for accounts
  • Answered phones and performed office administrative duties
  • Created all commercial documents, including COI's

Education

Property and casualty Insurance - undefined

Sacramento, CA
01.2025

General- Diploma - undefined

CASA ROBLE
Orangevale, CA
01.2002

Skills

Customer service

Time management

Computer literacy

Communication skills

Guest services

Bilingual

English

Claims Processing

Accomplishments

I have a long history or couching and instructing swimming and swim team both private and recreational from ages 6mons to 18 years of age.

  • Supervised team of [Number] staff members.

Timeline

Insurance Producer

Farmers Insurance
06.2024 - 11.2025

Insurance Assistant

Farmers Insurance
01.2022 - 06.2024

General- Diploma - undefined

CASA ROBLE

Property and casualty Insurance - undefined

Stephanie Wilson