<![CDATA[SDI Staffing: talent_showcase]]> https://TALENT.SDISTAFFING.COM/ en-us <![CDATA[Director of Compliance, Underwriting and Sales]]> Accomplished insurance professional with excellent job stability. I have worked in the insurance industry for over 20 years working in various departments from Sales, Compliance and Underwriting. I have assisted with program implementation from creating the guidelines to installing the rates, forms and testing all aspects to compliance. I have worked with carriers, department of insurance for various states on audits and complaints. I feel my experience would be an asset to any carrier or general agency looking for someone that has extensive amount of knowledge in various aspects of the business.

  • Implemented an online real time new business rating system and online endorsement.
  • Created a tool within Excel to rate risks for a non-standard program when the website or portal were down.
  • Active P&C license.
  • Familiar with AMS 360.
  • Excellent at multi-tasking and time management. 
Thu, 11 Jul 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Claims Representative]]> This candidate is an outgoing insurance professional with over 5 years of experience in both personal and commercial, auto and property claims adjusting. Recently relocated to California from Texas and enjoys the fast-paced yet detail oriented work that claims adjusting demands. Looking for an opportunity that will expand their knowledge in the claims adjusting area of expertise. 

  • #4 adjuster out of 300+ employees in Claims department.
  • Promoted twice within 6 months in the past.
  • Completed AINS 21 and AINS 22 insurance certification exams.
  • P&C License.
Thu, 11 Jul 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-1260D924-3A34-3340-A9E7-2510BFC7AD26.jpeg
<![CDATA[Sales Executive/Underwriter]]> This candidate is a strong Commercial Lines underwriter who recently moved to The San Diego area. They have several years of experience working on the carrier side where they were promoted 4 times in 3.5 years. Received training in underwriting with all available products including Auto, Worker's Compensation, General Liability, Excess, Professional, Contractor's Pollution and Site Pollution.

  • Wrote and managed a profitable book of business, while cultivating broker relationships and marketing specialty products.
  • Recently resigned with $5M in limit authority and moved to San Diego.
  • Economics and Environmental Studies graduate from St. Lawrence University.
Thu, 11 Jul 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Senior Team Leader]]> This candidate is a United States Air Force veteran with Over 30 years in the insurance industry handling both personal lines and commercial bodily injury claims. Excellent job stability and has been recognized as Claims Representative of The Year in the past for exceeding goals every year. Seeking a new opportunity with a reputable company. Well-spoken, hardworking and reliable candidate. 

  • Fifteen years of supervision in the personal lines auto industry.
  • Excellent computer skills, timely and a proven leader.
  • 10 straight years of exceeding yearly goals.
  • 5 members from team were promoted from the bodily injury division into litigation.
  • never missed a time limited demand.
Thu, 11 Jul 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Technical Specialist ]]> This candidate has a broad range of experience in insurance, from commercial claims and underwriting to the financial accounting side of insurance. Most currently the candidate worked in large loss commercial and residential first and third party property claims. Very confident with their skills and abilities with legitimate proof of developing and growing teams. Just recently led a development program of which all members graduated and 1 was promoted very quickly into a new role.

  • Bachelor's degree + 10 years of insurance experience.
  • Currently works 50/50 with Homeowners and Commercial Property claims.
  • Has worked with litigated claims from beginning to closure. 
Wed, 10 Jul 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Business Development Manager ]]> Results driven and self-motivated Executive Salesperson with over 15 years of Sales experience as an Outside Sales Account Manager, Account Executive, and Regional Sales Manager. Also has Over 7 years of experience as Outside (Talent Acquisition/Headhunter) and Inside (Internal/HR) Recruiting experience.

  • Solution oriented attitude, and open minded to the adaptation of changes and new challenges
  • Leadership, Supervision, and Management of large Work Teams (directly responsible of 72 Sales Agents)
  • Top Sales Representative for 2 consecutive years
  • Top Sales Trainer



Mon, 08 Jul 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-98D135B4-247F-3DAF-A4C2-7D1153B2B5FA.jpeg
<![CDATA[Personal Lines Account Manager / Producer]]> This candidate has 15 years of Personal Lines experience in the insurance sales/service industry. Experienced as a PL Account manager working with auto, home, and motorcycle, Knows AMS 360. Immediately available.


  • Bilingual Arabic.
  • Quick learner.
  • Mid-sized accounts - 15k per month in premium. 
  • Active P&C and Life and Health license. 
Sat, 06 Jul 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Operations Specialist ]]> This candidate has 10 + years of admin & data entry experience with great job stability. Promoted several times with past employers. 

  • 10-key by touch
  • Detail oriented.
  • Excellent Communication skills 
  • Team player.
  • Microsoft Word, Excel and Outlook.
Sun, 30 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Administrative Operations Manager]]> This candidate has over 20 years' experience providing administrative support in various capacities along with a successful track record of promotions. Experienced going through 3 acquisitions and navigating team through the change management required when 2 firms merge staff and resources. Onsite facilities manager for office administration and procedures ensuring effectiveness, efficiency, and safety. Managed facilities needs for the office location ensuring operating costs were kept to a minimum.

  • Core competencies include project management, meeting/event planning logistics, mentor, travel coordination, and people manager.
  • Excellent verbal and written communication skills.
  • Proficient in MS Office, Outlook, SharePoint, & Workday
  • Maximized client project recover ability by 80+% by tracking and monitoring monthly billed time against proposed client budgets ensuring team did not exceed allocated time.
  • Executed more than 90 key client benefit enrollment meetings in eight different states, ensuring thousands of employees and vendors had successful experience. Client satisfaction was achieved, and company was hired to repeat events the following year.
  • Instrumental in the promotions and transition of 6 members of the team, utilizing their strengths and skills to benefit the business.
Thu, 27 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-15B4A9BF-471C-3CF5-98A8-AB58DCC08DCD.jpg
<![CDATA[Account Executive]]> This candidate is a Highly motivated, passionate and enthusiastic professional with a demonstrated history of working in the insurance and sales industry. Skilled in Property & Casualty Insurance, Sales, Marketing, networking, Cold Calling, and Customer Relationship Management (CRM).

  • Bilingual Spanish.
  • Specializes in commercial and personal lines with the detailed knowledge of managing books of business.
  • Active P&C license.
  • Top producer bringing in more than 200k of premium this year.
  • Contributed to marketing products by creating advertisements in magazines and company website.
  • Was chosen to network at trade shows.


Mon, 24 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-64AF41E0-7730-3BE8-B7A1-3B651A226248.png
<![CDATA[Benefits Counselor]]> This candidate is an experienced, outgoing insurance professional. He/She has 16 years of experience working with Life and Health enrollments and 10 years of experience working with Employee benefits. Thoughtful and helpful professional who has received numerous rewards as a sales leader for individual and small group. Covered multiple states including CA. 

  • Active Life & Health License / Knows AMS 360
  • Comfortable using Microsoft Word, Excel, Selerix, Prime and CRM software.
  • Sales leader in the LA market selling Aetna AARP products.
  • Reaching over $250, 000 in qualified sales within 4 months for self-employed health insurance and voluntary benefits.
  • Sales leader for voluntary benefits in the small and large group market. Over 1 million in qualified production.
Sat, 22 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-3BEDB5F3-1F79-3769-9EE0-A1EE395B709D.jpeg
<![CDATA[Assistant Account Manager - Commercial Lines & Professional Liability]]> This insurance professional has stable work history and a love of insurance. 10 years experience working with Personal Lines Insurance and more recently in the past 2 years, working in Commercial Lines Insurance and Professional Liability as an Assistant Account Manager. In his/her current role, this candidate assists 3 Account Managers with a collective $1.5M (in premium) book of business. Works with all lines of Commercial Insurance and Professional Liability, with middle-market to larger sized accounts, construction risks, and all of the major carriers. This candidate is seeking a new position because their current employer (a large independent brokerage) is undergoing multiple internal changes. 

  • Active P&C License
  • 2 classes from receiving CISR Designation
  • Applied EPIC experience
Fri, 21 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Sales Operations Analyst]]> Highly motivated Administrative and Accounting professional with skills in account management, accounts receivable and sales support.

Team player, I strive to deliver great work at all times.

  • Bilingual in Spanish, excellent communicator and interpersonal skills.
  • Zuora implementation and Administrator
  • Sales Force Administrator.
  • Excellence Award recipient
Tue, 18 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Customer Service Supervisor]]> I have been in the banking industry for over 17 years with strong operational skills. I have experience in compliance and regulations involving branch audits. I have experience leading a team of 12 employees in a fast paced branch. I have a high level of customer service which includes customer retention and problem solving.

  • In my last job position I was able to bring the branch to be operationally compliant while training new staff on system that I myself was learning.
  • I helped to open and set up a new branch in East lake location as a new supervisor to the branch.
  • Microsoft Office proficiency
  • Bilingual Spanish 
  • Stable Work history
Tue, 18 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Marketing Specialist]]> I have an extensive background in Marketing and Sales in financial services as well as consulting for small business owners. I have also extensive background in CRM customization. I have a proven track record of success. Have been a Team Leader, Project Manager, event planning, trade shows, reporting with a focus on increasing sales and client retention.


  • Expanded business from CA to Nationwide.
  • Over the course of career assisted in increasing sales from $5 million to $30 million.
  • Have been published in AM Best Review as Marketing expert. Was top 5% in my industry on LinkedIn.
Tue, 18 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-7F587498-171C-36D0-B531-7A0DA4AB21BD.jpg
<![CDATA[Customer Service Representative]]> Friendly and outgoing insurance professional most recently employed in a call center as a Customer Service Rep with a large insurance company.  Mainly worked with personal auto insurance, assisting with new business and renewals, servicing existing accounts, taking 60+ phone calls selling home, umbrella and auto policies.  Promoted twice within one year!

Previously this candidate worked for a non-profit organization for 10 years.  Promoted multiple times in that period, responsibilities included training and supervising staff members, providing orientation for students and parents.

  • Active Personal Lines Broker License
  • Bachelor’s Degree
  • Type 45WPM
  • Microsoft Office
  • Self Starter
  • Quick Learner
Thu, 13 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Account Manager]]> A seasoned professional with a background in Commercial Lines & Surety Bonds, SBA Small Business Administration. Full client account management.  Great work experience and excellent job stability.

As a Commercial Underwriter and Account Manager, this candidate gained experience in Commercial Insurance and Professional Liability.  Primarily worked with GL policies for a security guard program, but also worked with some commercial auto, property, WC, commercial umbrella, E&O, and D&O policies.  Serviced a commercial book that was $2.3M in premium.  Worked with both new business & renewals and many of the major carriers.  Underwriting experience gave this candidate authority to underwrite up to $500K in premium.  Most recent position was working with contract bonds assisting 30 clients. 

  • California P&C license active
  • Conversational Spanish
  • Applied TAM, Easy Apps HD Software, Sage Act Premium, MS Outlook
  • Team player and a fast learner


Wed, 12 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Personal Lines Account Manager]]> Friendly and immediately available Personal Lines Account Manager who recently moved back to San Diego from North Carolina. This candidate has 5 years of Personal Lines experience working with lines such as auto, home, boat and RV.  Has worked with new business, renewals, mid-sized accounts and assisted with the office book of business, as well as a personal book of business.  This candidate holds an active P&C license in NC and SC and has a non-resident license in California. Has applied for a California resident license that is pending approval. 

Proficient in handling multiple accounts and tailoring marketing to meet client needs. Can determine a company's niche quickly to avoid a negative hit ratio. I combine my conversational nature with a mental checklist to seamlessly extract information about my client to make sure I am giving them all of the products they need. I have a history in handling difficult circumstances such as a customer going through a difficult life change or one with a previous negative experience. I was the designated trainer for new employees or the whole office on newly obtained products.

Prior, this candidate worked as an Administrative Assistant for 4 years for an insurance agency in San Diego, assisting with marketing, renewal reminders, processing payments, routing phone calls and helping with electronic filing and front desk operations. 

Reliable, a quick learner and experienced communicating with challenging clients. This candidate is looking for a challenging position that provides opportunity for professional growth.



Tue, 11 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Account Manager]]> Service is where I thrive. I enjoy assisting small businesses asses their insurance needs and help them understand what the best options for insurance policies will meet their needs. I currently help manage a million dollar book of business that includes General Liability, BOPs, Commercial Auto, Directors & Officers, E&O, and Bonds. I have a CLCS designation as well as a current Notary Public commission. I have been working with Commercial Insurance for over 7 years. I handle all aspects from marketing, quoting, binding, and service work. I have experience with Preferred markets and E&S. I am constantly making an effort increase my insurance knowledge through training in effort to stay current with industry changes. I am very conscientious and a dedicated employee. I will work hard to help any company to grow if given the opportunity.

  • 2018 Employee of the Year
  • Ambassador for City Chamber of Commerce
  • CLCS Designation
  • Notary Public
  • Bachelor's Degree
  • Property & Casualty License
  • Insuring a hard to place risk and binding a policy in a day
Fri, 07 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Business Development/Customer Service]]> This Candidate is a professional candidate with over two decades of experience with Business Development, Admin, Sales & Marketing. He/she excels at clerical tasks, employee management, and sales. Has experience running their own business, overseeing a team of 30 employees, doing all the clerical work for the office as well as the accounting and marketing. Enjoys developing business, taking face to face and selling. 

  • Associates Degree and an active Life Agent License
  • Great communication skills, problem solver, well liked by others.
  • Microsoft office proficient.




Wed, 05 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Sr Account Manager ]]> Accomplished director-level sales professional.  I have very extensive and professional experience in Management, Sales, Marketing, and IT security.  I can lead teams to be productive and increase revenue with proven methods.  Developed several high-performance sales teams that were trained to take full advantage of business opportunities.  They consistently achieved key organizational and technical sales objectives and goals, doing over 130% to quota.  

  • I am bilingual Spanish and have traveled all over the world.
  • I love and thrive working in team environments and running solo projects.
  • I can learn new systems very fast and lead my teams with hard work and a fun environment.
  • I have excelled and won president club awards, government awards in the military, and have become number 1 in sales for each company that I have been to.

Tue, 04 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-266FAFD0-D128-3832-8601-D847266EC93B.jpg
<![CDATA[Claims Adjuster]]> This candidate is currently working as a Total Loss Adjuster and has been for the last 3 years. Also has 5 years of experience as a General Liability Adjuster. Experienced working with both personal and commercial lines, general liability, litigated claims and new claims. Handles at least 5 claims per week with a settlement authority of $25K. This candidate is passionate about their work and is looking for an opportunity that provides growth and a stable, energetic environment.

  • Bilingual Spanish
  • Bachelors degree in Business Administration - Management
  • Masters degree in Science - Organizational Leadership
  • PMP certification
  • 5% reduced costs for office supplies by creating the green campaign
Tue, 04 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-EFB213CB-1EB5-3B8D-81AF-4BBDEA053FC2.jpeg
<![CDATA[Sr Field Claims Adjuster]]> I chose insurance, insurance did not choose me. I worked towards getting my AIC from the Insurance Institute of America before I even had a job in insurance. I have a Bachelor's degree with a major in Political Science and minor in Journalism. I have been employed in the insurance industry for 20 + years. I first started as a Claims Assistant working for the Risk Management Department at a large corporation that provides diversified systems and services to the transportation and defense markets. I then went to work for an insurance company where I received excellent training as a claims adjuster. I worked for a leading national insurance company doing commercial claims for one year; my specialty was commercial trucking claims. Then expanding my career, I was hired by a large insurance company to work remotely as field Sr. Adjuster for 6 years. I worked from my home independently for those 6 years and loved it. I would like to expand my litigation experience.

  • Excellent field adjuster with excellent field experience; investigative skills including interviewing insureds; claimants; witnesses and any other parties associated with a claim. pending of 100 to 125 case files in office; if field then 50-60 claims files. My closing ratio has always been above 100% after any major leaning curves.
  • I'm bilingual in Spanish/English which helps tremendously on occasions where Spanish is required.and keeps them updated as investigation progresses.
  • Skilled at various claims software; ability to pick up new systems with ease. Manage claim files from inception to end. Have always been able to manage and accurately set reserves as investigation progresses.
  • Excellent ability to make quick and accurate liability decisions. Skilled at checking on coverage and completing coverage issues and advising insured's and or claimants of coverage issues.
Mon, 03 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-03C3631F-914A-3378-9C03-E76C584799AB.jpg
<![CDATA[Licensed Property & Casualty Insurance Professional]]> I am a licensed, "Property and Casualty" insurance agent seeking a new position with a reputable company that I can grow with. My recent experience was working on the Broker Resource Team. I assisted the account managers, agents, and insured on everything from endorsements to new business. I went from billing representative to Broker Resource Team. With this job, I learned more as it related to "Private Client Group" and the important role that it played at the company. 

Interested in positions such as Account Manager, Claims Assistant/Trainee, and Assistant Underwriter, but is also open to Personal Lines Sales and/or Call Center jobs.

  • Employee of the month, as well as a "rising star" for sales and service.
  • Active Property & Casualty License
  • Advanced in Microsoft Word, Excel & Outlook
Mon, 03 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-1960FD00-92CD-3030-A78F-B99C62F24C6C.JPG
<![CDATA[Commercial Loan Administrator - Administrative Professional]]> As a Loan Administrator for a commercial mortgage banking firm, I perform a variety of accounting duties involving invoicing and maintaining escrow account financial transactions. Monthly payments are calculated on variable factors: monthly principal payment, interest, escrow account payments, and reserves. These items are forwarded to our clients through invoicing within our system and funds are collected via check or ACH for processing. I also perform various check requests for tax collectors and insurance premiums directly from escrow accounts. I analyze these escrow accounts annually and if needed, perform refunds or request additional funds based on our analysis to provide sufficient funds and prevent any issues due to a shortage/surplus. I am also familiar with reviewing insurance policies and Acord forms for several lenders to ensure compliant coverage is bound. 



  • Within my first year as a Loan Administrator, I was able to successfully increase my work load from managing 1 portfolio to 20 portfolios. I was able to familiarize myself with all the different nuisances and lender specifications without having any prior experience.
  • Started a Data Entry Department and trained incoming employees in order to streamline standard operating procedures to ensure efficiency.
  • Bachelor's Degree
  • Proficient in Microsoft Office
  • Great communication skills
  • Detail oriented & great with numbers.
Mon, 03 Jun 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Account Manager]]> Communicates well and holds a P&C license. This candidate has solid commercial lines experience and has worked as a Producer as well as an Account Manager. This individual enjoys both sales and service and is seeking an Account Management role that includes cross selling.

Our candidate possess over 10 years of progressive experience in commercial lines and has worked with a variety of middle market risks as well as large accounts. This candidate has solid commercial lines knowledge and has worked with all the major carriers. Our candidate offers strong computer skills which includes advanced MS Office skills, Applied TAM and AMS360.

Tue, 28 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Assistant Carrier Relations Administrator]]> Experienced Administrative Professional with a demonstrated history of working in the insurance industry.  This candidate has a progressive work experience moving their way up from Licensing Administrator to Legal Administrative Assistant to Assistant Carrier Relations Administrator.  Excellent with project management and overseeing other administrative employees on the team.  Skilled in Microsoft Word, Communication, Conflict Resolution, Employee Training, and Teamwork. 

  • Bachelor of Science (BS) focused in Public Health
  • Applied EPIC and SharePoint
Tue, 28 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-07124679-EC2B-33A0-AD70-3F37D6A6CC6C.png
<![CDATA[Administrative Assistant]]> I work well under pressure and am able to juggle multiple tasks in a timely manner.  I hold the highest level of professionalism and discretion.  I have a strong work ethic and am detailed oriented with strong customer service and communication skills. No duty is too small or too large!

My work with special needs children has given me incredible patience, along with a unique ability to communicate and work with just about anybody.  Working in the school system required me to effectively communicate with teachers, principals, school system managers, as well as the students themselves. If a person can navigate their way successfully through the school system bureaucracy, they can communicate and work well with anyone.  I enjoy working with multiple people, whether in person or over the phone.   I pride myself in developing  different ways to get projects done more effectively and in less time for others. 

Proficient in Microsoft Word, Excel & Outlook.

Sun, 26 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-C42CC2EE-CB64-392F-9D67-1D9AA03C432C.JPG
<![CDATA[Individual Contributor]]> Highly adaptable individual contributor with expertise in tax and financial services, life/health insurance, project management, claims administration, risk assessment/compliance, due diligence, and disruptive technology in allied health. Innovative professional that quickly and effectively addresses emerging project management needs in the changing global business landscape. Strategic leader that designs initiatives for transdisciplinary teams and operating groups to coordinate projects, define performance, and drive results in Fortune 500 companies, academic institutions, and city government. Leader of teams of 3 to 30 professional associates and manager of 3 to 5 projects per year in various industries. Pragmatic and self-directed investigator of non-standard requests and business challenges. Successful consultant, advisor and presenter to C-suite leadership with an emphasis on entrepreneurs and small business executives. Extensive experience with end-user systems and controls, and business improvement technology, in diverse industries. Collaborative manager continually focused on building relationships across business lines to deliver cohesive, comprehensive, and adaptive business approaches to enhance profitability. Areas of expertise with certification include: CA Registered Tax Preparer; Advanced Mediation; Paralegal Studies/Business Law; Employment Law; IRS Volunteer Income Tax Assistance Tax Law/Ethics; HIPAA


  • Licensed and bonded as a tax professional
  • Completing my advanced degree which included an invitation to participate in summer continuing education in a prestigious interdisciplinary academic program
  • Volunteer leadership appointments in various capacities (Board member, Council, Chair, etc.)
Fri, 24 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-8BDF241B-8E76-30F9-B8A7-850A557365FF.jpg
<![CDATA[Commercial Insurance]]> Professional candidate with a diverse legal background in compliance and finance, but most recently in Commercial Insurance. Has worked the last year as a Commercial Account Executive dealing with middle-market to large sized accounts and carriers such as Lloyd's of London.  Organized, enthusiastic and a team player with great ability to multi-task.  Seeking an opportunity in Insurance/Law/Compliance. 

  • Bachelors of Laws Degree
  • Masters of International Taxation & Laws
  • Licenses: Property and Casualty, Life and Health, Series 7 & 63
  • Fluent in English & French; Conversational Spanish
  • Applied EPIC
Wed, 22 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-F02811A7-36EF-365D-AE3E-9CCE8B910D7F.jpeg
<![CDATA[Mortgage Professional]]>
  • Certified Fraud Examiner- Current Certification 18 Years Mortgage Experience to include origination, processing, underwriting, servicing, loss mitigation and recovery 8 years Team Lead and Supervisory experience Contract review and resolution Public Speaking High Proficiency in Microsoft Office and LOS platforms
  • Identified/Managed/Resolved Portfolio of 300 aged loans- recovering over $3,000,000 for Fannie Mae
  • Successfully recruited and trained 10+ mortgage professionals for both Fannie Mae and Ally Mortgage (GMAC).
  • Wrote and delivered presentation on Quality Control procedures and expectations for Fannie Mae for the past 8 years.
  • ]]>
    Wed, 22 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
    <![CDATA[Insurance Accountant]]> This candidate has several years Insurance Accounting experience, an MBA degree in Accounting, knows AMS, and has great communication skills.  Worked for an Insurance Agency for 10 years and during this time their roles changed.

    • Assisting with an acquisition of another agency, working with receivables, non-compete clauses, and maintained the financials for the organization.
    • Managed a staff of six: three managers, one controller and two accounting staff employees. 
    • Provided financial leadership through expansion in organizations and locations.  (The organization grew from 7 to 62 employees.)
    • Prepared, examined, and analyzed accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
    • Presented performance reporting on a quarterly basis to Board of Directors for $35 million plus non-profit trust administered by the company.
    • Liaison with CPA firm for Annual Trust Audit.
    • Proficient in AMS & AMS-360

    #accounting #accountant #accountingsupervisor #controller #staffaccountant

    Wed, 15 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
    <![CDATA[Sr. Commercial Account Manager]]> I have worked many aspects of commercial insurance brokerage operations, from certificates to sales and everything in between. I am a positive employee with a great attitude in any situation. My experience and skill set allow me to thrive in most any environment and client interaction. I am comfortable in face to face client meetings, as well as over the phone and via email, with strong written and verbal communication skills. I also have many years of contract review experience, requiring strong attention to detail and the ability to think outside of the box when negotiating terms, conditions and coverage recommendations. I am interested in continuing to grow in my career, knowledge and overall experience and look forward to all potential opportunities.


    • Worked my way up from the mail room to a role in production at my initial insurance employer.
    • Never lost a single account in my 7 year work experience with a large insurance firm in San Diego. Accounts consisted mainly of large commercial contractors, both federal and public.
    • Developed a process for implementing and maintaining a detailed schedule of services for all construction related accounts. Services ranged from carrier provided loss control visits, fleet management programs, quarterly claim reviews and experience modification rating analysis and reconciliation.


    • P&C License
    • Designations:  CIC, CLCS, CISR
    • Agency Management Systems:  Applied EPIC, Applied TAM, Sagitta, AMS360, Delphi
    Mon, 13 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-0457A850-D28A-3D4E-8E80-EE3790F705D4.jpg
    <![CDATA[Claims Adjuster/Representative]]> I am a claims adjuster/examiner/supervisor with several years of claims handling and supervisory experience. I am extremely competent and thorough in bodily injury and property damage claims. I provide excellent customer service to clients. I worked for a government agency settling varying types of claims from slip and falls, trip and falls, bicycle, bicycle vs auto, flood, general and commercial property and more. I have attended many mediations and mandatory settlement conferences. During my employment with a third party administrator, I was responsible for bodily injury policy limit demands and handling total losses from beginning to conclusion.

    Fri, 10 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-8F84A937-89E7-3D0C-A009-F8E3A16CBA9C.jpeg
    <![CDATA[Insurance Assistant]]> Bilingual Spanish, administrative professional experienced working in service-oriented roles to include banks, credit unions, and health insurance companies.  Familiar with multi-line phone systems, meeting and greeting customers, resolving customer issues, reviewing requisitions and invoices, cash handling, etc.  Proficient with Microsoft Office and Quickbooks. 

    I can easily adapt to an array of different situations. I am goal driven. Teamwork is one of my great attributes. I enjoy roles of leadership and take direction when instructed to do so. I can work great under pressure and deadlines. Punctuality is important to me as well as honesty and dedication. 


    • I assisted my current employer meet our monthly goal.
    • I assisted the loss prevention department in apprehending a potential shoplifter with over 10K in merchandise.
    • I have gained an ample amount of experience from an array of employers that have increased my knowledge on many educational and business related levels.
    Fri, 10 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
    <![CDATA[PERSONAL LINES DEPARTMENT MANAGER]]> I am a dedicated and passionate professional with more than 10 years experience in Personal Lines. I take pride in my work and am a team player. I would make an excellent and valuable addition to any organization.

    • In my current position as Senior Personal Lines Account Manager/Department Manager, I have built the book of business from roughly $700,000 to over $1 million in 2 years time, single-handedly.
    • I have been heavily trained in asset management for high net worth individuals.
    • I am consistently praised for my customer service skills.


    AMS 360
    Applied (TAM)
    Active P&C License

    Tue, 07 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-C97644B6-2334-3F61-A742-0C1A98E23351.jpg
    <![CDATA[Sr. Account Specialist]]> What I like to do best is solve problems. I have many years experience in risk and insurance management on both the retail brokerage side and the insured/risk management side. With a broad knowledge base of almost all lines of commercial insurance, I have specialized in working with the public sector, manufacturing, aerospace, habitation risks, tough products (for example: ballistic duty gear, toilet float valves, children's sleepwear and men's high end fashion manufacturing, jewelry, aviation parts, bridge wire detonators and aerospace) and nonprofits. Being a claims advocate, safety and risk management consultant, and educator has been a consistent part of my portfolio, along with risk and claims analysis.


    • P& C License
    • Surplus Lines License
    • AMS360
    • Salesforce


    • Working with a team, growing the public sector book of business from $300,000 to over $6.3 million income over the course of several years.
    • Managing a varied book of public sector and non-profit clients over a long term.
    • Completing a Master's degree while continuing to work full time and support my family.
    Tue, 07 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
    <![CDATA[Medical Only Claims Representative]]> I have over 30 years of extensive administrative skills in a variety of professional entities; that include: imaged based computer system trainer, various software applications, customer service, claims handling, business communication equipment, typing, data entry, research, analytical, negotiation skills and 10-Key calculators. I also have a CA Insurance Claims Handling License.

    • Masters Degree in Business Administration
    • Bachelors Degree in Business Administration
    • Train-the-Trainer eCSO and iClaims (paperless software system)
    Thu, 02 May 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
    <![CDATA[Commercial Lines Insurance Billing Specialist]]> Bilingual-Spanish professional with a broad, multicultural and multi-functional career experience with a strong blend of management and people-to-people skills.  I consider my ability to work with individuals from diverse cultural and socioeconomic backgrounds to be one of my most significant attributes. My professional background includes more than 14 years of experience at a Multi-National Insurance Company.  Over the course of my career, I’ve held different positions in areas such as HR, Marketing, IT, and Finance. I participated in strategic local and regional projects, where I demonstrated analytical, problem-solving, and result oriented skills. I’ve successfully led teams within core business functions to work effectively together, adapt to changes in organizational processes, IT systems, and improve metrics in key areas like engagement, retention, and productivity. I very much enjoy working as a strategic HR partner, helping companies achieve their most critical business goals. In addition, I have more than 6 years of account receivables experience where I've being involved in all processing stages of collection. Focus on delivering results and providing superior service by quickly identifying problem areas in account receivable and developing a solution strategy to ensure issues are resolved.


    • Change Management: - Aligned staff, in 2 years, with the implementation of the new insurance backend solutions system, designing, leading, and executing a weekly, and monthly ad hoc change management communications plan. 
    • Collection Management: - Designed, executed, and implemented a payment solutions strategy for a Financial Services Company – Venezuela Division, through POS, direct debit bank accounts, and credit cards for the 95% of the individual, and mid-business account types. 
    • Project Management: - Identified changes in business requirements for the client data registry for a Financial Services Company, and finance modules in the new regional backend insurance solutions system. Defined the TO-BE processes considering the current business requirements, validating the design with the stakeholders, and acting as a liaison between Business and IT.
    Mon, 15 Apr 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
    <![CDATA[BANKING PROFESSIONAL]]> Professional Banking Candidate (3 years experience) with a Master's Degree in Finance and a Bachelor's Degree in Economics.

    I'm passionate to implement what I've learned from my MBA and my past experience in the banking field, while learning and developing my knowledge with a growing company. I am a quick learner; have a strong work ethics, and self-motivated. Excellent Microsoft office skills and ability to answer and solve clients inquiries in a timely manner. 

    • As a Teller, I earned Top Employee (out of 25 employees) for 3 consecutive months 
    • Promoted from Teller to work as a Branch Network Management and Operations
    • Our Bank was implementing new banking system and I was responsible to examine technical chart error within one week. I accomplished this chart within 3.5 days and I found many other errors not listed in that chart which it helped in preventing future issues 
    Mon, 18 Mar 2019 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-490771CD-1FA3-3B6C-8BE3-CEA7BD5150F7.jpg
    <![CDATA[Client Administrator - Surety]]>
  • Surety Professional with both Commercial and Contract experience.
  • Possess a CA Notary Commission
  • Over 5 years of Surety experience
  • Possess a CA Property & Casualty Insurance License
  • ]]>
    Tue, 05 Feb 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-E5AA8AAD-7695-3479-A9D7-71CC89D1CB55.jpg
    <![CDATA[Commercial CSR/Account Manager]]> I have been in Insurance Commercial Lines for 25+ years. Started as a Mail Clerk, Personal Lines Account Managers then Commercial CSR/Account Manager. At one job I became a Notary and worked alone on a large book of bonds along with handle other job duties (such as rating for other Account Manager and handling the in-house BOP Accounts).


    • Learning to do Aviation accounts and Builders' Risk accounts on my own. Wrote a large Aviation account and a large Builders' Risk account.
    • Trained other employees on the Applied system and different carriers rating systems.
    • Handle Activity committees for different employers. Was treasurer and VP.
    Wed, 30 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-0F1A7367-3448-3A6C-9A66-09185292C909.jpg
    <![CDATA[Claims Liaison, Manager or Supervisor]]> I have worked my way through my Claims career from adjuster to middle, then upper management. I began my Claims experience and excellent training at a large nationwide insurance company. After 5 years of handling bodily injury and property damage, I chose to expand my knowledge beyond personal auto claims handling, and accepted a position with another well known insurance company. I attended an intensive, 1-month Casualty/Litigation course, where I was recognized for achieving the highest final exam score of 99%. As a Litigation Examiner, I attended hundreds of arbitrations, mediations & settlement conferences, and formulated strategies with defense and coverage counsel. This experience gave me a broad understanding of the entire claims process and enabled me to pursue a career in management. My positions held include Casualty/Litigation Supervisor, Project Manager, Claims Manager, AVP of Property/Casualty Claims. As AVP I was responsible for the daily operations of Commercial, General Liability, Personal & Commercial Auto, Homeowners & Commercial Property, Litigation, Subrogation, Salvage and Special Investigation Units. When the insurance company was bought out, I became Regional Claims Manager.


    • I observed and evaluated the operations of a failing affiliate, and merged their Claims Dept. with ours. This entailed the streamlining & training of all systems & processes, and the ultimate creation of one successful department.
    • I worked with IT team in the hands-on development of our automated claims system combining company/regulatory requirements with end-user needs to create an effective, user-friendly system utilized by the entire Company.
    • I was instrumental in the creation and management of the Third Party Administrator program. This expanded the Company s product base and added revenue, by diversifying into new lines of business and partnering with experienced organizations to remain compliant and cost-efficient.
    Tue, 29 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-E4B84311-CABB-30D4-943A-CEB8CF590D37.jpg
    <![CDATA[Analyst]]> The majority of my work experience has been in the personal insurance industry in various positions--underwriting, sales and marketing, project management, training and business analysis. A few years ago, I fulfilled a lifelong dream and became a Special Education teacher. I relocated to San Diego a year ago and am looking for a position that will utilize my unique background in business analysis and education / training. I am detail-oriented, flexible, conscientious, organized and enjoy collaborating with team members. I earned the IIA CPCU designation, Associate in Information Technology as well as the California Property Casualty Broker-Agent License.



    • Developing a career in agency automation with two major insurance carriers
    • "My Alerts / Paper Free" Project Manager --implemented a two-year project on time and within budget where we stopped paper production of policy renewals and endorsements and presented them online to agents / brokers. This saved the company over $2 million annually.
    • Earning both the CPCU designation and the California Property Casualty Broker-Agent License
    Mon, 21 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-B19E55B8-A8B4-3307-8086-EFBAAF1EA8D9.jpg
    <![CDATA[Personal Banker]]> Almost 1 year of experience working in the banking industry as a Universal Banker and Lending Officer.  Has worked in Retail banking, teller, application processing, and consumer lending in personal loans, lines of credit, HELOC, Auto and RV Loans.

    • A BA in Business administration, Minor in Communications.
    • Bilingual (Spanish)
    • Microsoft Proficient
    • Graduating With a Business Administration degree
    Sun, 06 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-F120191B-88AF-3915-B542-61BC1B5D46AB.jpg
    <![CDATA[Senior Resolution Specialist (Sr Adjuster)]]>
  • I have almost 30 years multi-line claims experience including litigation in all lines.
  • My experience includes risk transfer and cost savings initiatives.
  • My experience includes 18 years of workers compensation (multi-state) claims handling experience.
  • ]]>
    Fri, 04 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-03099293-F064-3048-9483-19F1B10BCB5E.jpg
    <![CDATA[Claims Service Analyst]]> I worked for Allstate Insurance Company for the past 21 years, where I learned to verify policy coverage and limits, investigate and evaluate damages, negotiate and settle homeowner and bodily injury claims. I started in the Catastrophe Center handling inside property claims which included wind, fire and water losses. I transitioned to the local Property office handling more complex property losses. I later worked in the claims office where I held a number of positions. I handled Unrepresented, Represented, Minor Impact and Uninsured Motorist bodily injury claims. While handling the bodily injury claims I mastered the use of the evaluating tool Colossus.  I am proficient in Microsoft Word and Outlook.

    • Being in the Claims Department for so many years, I am very flexible and always open to change and learning new ways to handle claims.
    • I was the recipient for the Chairman Award in 2010 for exceeding all my measurable goals in claim handling and customer service.
    • Because of my soft hammer approach to handling minor impact claim denials, I was selected to be the primary adjuster to handle and train others in the handling of these claims.
    Fri, 04 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-FD9E382D-89D5-35F2-A087-363E66CE34F0.jpg
    <![CDATA[Administrative Specialist]]> Experienced Administrative Specialist with a demonstrated history of working in the hospital & health care and insurance industries. Skilled in Negotiation, Microsoft Word, Sales, Management, and Special Events. Strong administrative professional with a Bachelor of Science (BS) focused in Business Administration and California Notary Public certification.

    • Bachelor's degree in Business Administration
    • Public speaking and online webinar training capabilities
    • Highly skilled in customer service across several industries
    Fri, 04 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-233189A8-86D2-30EF-82D4-23071017D341.jpg
    <![CDATA[Senior Accountant]]> CPA and Corporate Accountant experienced in reconciling large databases (over 14,000 rows of Excel data).  MBA graduate and dedicated accounting professional, conscientious worker, dedicated and career-minded individual.

    Thu, 03 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-DBAA0231-3635-3297-8A28-48F2C56AA099.jpg
    <![CDATA[Branch Manager]]> 43 years in professional liability, broker, underwriter, surplus line broker. Owned my own Surplus Lines Brokerage for 17 years. Worked in commercial lines for 2 1/2 years. Have been on 5-6 insurance association boards and/ committees over the past 20 + years.


    • Owning my own profitable surplus line brokerage
    • My relationships and friendships with clients, companies, brokers and others in the insurance industry
    • Working and being committed to my job and the insurance industry
    Thu, 03 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-7767C550-FA3F-341A-A08F-A21A4DF1E4EE.jpg
    <![CDATA[Account Manager]]> Senior level Insurance Professional offering amazing job tenure with experience in managing a large book of business and cross-selling.  Recent position allowed me to manage habitational, hospitality, small BOPs and construction risks. My commercial lines experience is with middle-market and more.  Proficient with Applied TAM and AMS.  

    Thu, 03 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-A3F89595-1A2F-38C3-8A9E-229886C6E87B.jpg
    <![CDATA[Executive Assistant]]> I am a self-starter with a strong background in performing clerical and secretarial tasks using exceptional communication while providing unparalleled customer service. I am looking for a long term, full time position within a company that allows room for growth.


    • Creating and maintaining a filing system, hard copy and electronic.
    • Graduating high school early
    • Attending college
    Thu, 03 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-6E0F102C-4A88-3659-9ADF-2706193FB354.jpg
    <![CDATA[Hedge Funds / Venture Capital Associate ]]> I have finance planning and commercial banking experience totaling three years. I have a proven track record of high performance.

    Thu, 03 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-A0E3C3DD-266B-3006-AF04-F44257C9C2BD.jpg
    <![CDATA[Agency Owner and Underwriter]]> I am an effective Insurance Professional with over 25 years of property and casualty insurance experience to offer you. My career ranges from a customer service representative, pro-temp supervisor for total loss claims to a state marketing manager. My current title is CSR/Underwriter.

    During my career, one of the many facets had been to assist programmers in the implementation of their billing system, champion the statewide design, all while setting up presentations and training on their insurance product. I was responsible for maintaining profitable growth with a 56% loss ratio via producing locations in the Los Angeles, Orange and San Diego Counties, working in a collective collaboration with my team, including product managers and executives.

    As an experienced professional in your organization, I would bring added focus on quality with integrity and accountability. Moreover, I am an effective collaborator, who is flexible and understands company goals.

    Thu, 03 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-36F52083-02A3-32B1-9B31-A95C65DF741C.jpg
    <![CDATA[SR ACCOUNTANT]]> Organized - Committed - Deadline Oriented - Analytical

    Senior level accountant with 10 years of experience.  Have worked with two public companies that had 100+ employees and nearly $5 billion in revenue. 

    • Able to work minimum supervision to complete tasks by deadline
    • Made significant improvement to processes
    • Can finish work in one day with short notice
    Thu, 03 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-7805D943-61F3-36C9-A3D2-4BD4BE255D21.jpg
    <![CDATA[SALES AGENT]]> Experienced Personal Lines & Commercial Lines Sales Agent seeking a new opportunity.

    Thu, 03 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-42F0D658-A5D1-3637-B34A-BD089BE67AE9.jpg
    <![CDATA[Accounts Receivable & Payable]]> I have worked in the Commercial Insurance industry for 20 years working in Accounts Receivable, Accounts Payable, Policy Processing, Invoicing, Cancellations, Renewals, sending policies to brokers to verify translated information, and handling quotes for workers comp. I have also taken personal property & casualty class and received a certificate of completion and plan to take my licensing exam.  Fluent in Chinese (Mandarin & Cantonese), Taiwanese and Vietnamese.

    Thu, 03 Jan 2019 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-73048F6B-E46D-31AC-946B-572FBC1BAFC2.jpg
    <![CDATA[Commercial Lines Account Manager/Sales]]> I have 20 years of experience in Commercial Insurance and have a current P&C license.  I worked my way up from a CSR to Account Management and Sales.  I have worked with BOPS, Workers Comp, Professional Liability, and earthquake policies. I mainly worked on smaller accounts with restaurants, bars, and retail stores. I have experience with certificates and accord applications. I have worked with carriers like Allied, Travelers, and Nationwide.  

    The most important thing I am looking for in my next position is stability and a company that is willing to train on an Agency Management System.  I was with the same employer for 17 years and would enjoy the same longevity with my next employer.

    Thu, 13 Dec 2018 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-D1FE7894-F7A0-3824-9222-EB96B383506A.jpg