Anna P. Email & Phone Number

California, United States

CDI LIC# 0M00476

San Francisco, California

Caretaker; assist elderly client with daily tasks such as cooking, cleaning, shopping, stocking, driving to and from doctor appointments, pharmacy, etc.

San Leandro, California

San Leandro, California

San Mateo, CA

Assisting agents in servicing clients in personal and commercial lines; quoting, issuing policies, answering inquiries by phone, email, and in-person, submitting applications, working directly with appointed company underwriters, taking payments, making policy changes, issuing requested certificates and proof of insurance, and all other daily agency tasks.

San Mateo, California

Primary assistant to fast-paced, high-demand, high-intensity, multi-tasking-required, small-staffed (1-2 employees), largely distinguished [hundreds of clients, each with multiple policies] insurance agency and director/agent of San Mateo location; assisted Oakland location based agents on as-needed basis in all tasks in personal and commercial lines.

Redwood City, CA

Manage office and vendor accounts, support staff and executives, handling operations, scheduling and managing calendar, support General Counsel, completing expense reports, supporting all departments and other offices as needed.

San Francisco Bay Area

Project assistance, staff covering, and administrative duties on temporary basis for multiple clients, some responsibilities included:Telephone reception and call routingChecking visitors inInstitute’s corporate calendar managementFilingAssisting specialists with projects as neededOrganizing reports for accounts payable & receivable departments+ More..

South San Francisco, CA

Daily operational tasks, reception duties as neededCommunication with doctors and nursesChecking patients’ insurance statusResponsible for entering and transferring all aspects of Physician Orders into the systemCommunicating with hospital discharge planners regarding new patient care via DeVero softwareMaking final decision on acceptance or refusal of.

Daly City, California

San Francisco, California

San Francisco Bay Area

Providing of all customer services in the branchOpening and managing consumer and business accountsSupervising, approving, and overriding teller transactionsAssisting in teller and wire transactionsCash and check deposits, withdrawals, check cashing, transfers, bill pay, and creating bank checks

Bachelor Of Science (B.S.), Psychology, 3.70

Associate'S Degree, Psychology, 3.80

Education record