1. Martha Matheson
134 N. Amelia Street, Sutter Creek, CA 95685
Home: 209-267-8152 Cell: 925-212-9886
Email: Martha.lanematheson@gmail.com
Organized… Motivated… Personable
I am a self-motivated, detail-oriented team player who is excellent in a fast-paced environment and thrives on challenge. I am skilled in executing large projects within set timeframes, and my entrepreneurial mind makes me a uniquely valuable asset to my corporate partners in market information, sales and product merchandising.
Skills Summary
Organizational Skills
Team Building/Leadership
Report Preparation
Strategic Planning & Development
Website Maintenance
Copywriting
Research Analysis
Risk Management
Professional Experience
Matheson Roofing Co. November 2014 to Present
Office Manager
Concord, CA
On contract to:
Update AP/AR records.
Bring accounting reports to current to year end.
Continued marketing efforts to increase projects for winter months.
Lynn Morgan for Supervisor April 2014 to November 2014
District 3 – Amador County
Communications Manager
Pioneer, CA
Manage website and perform regular updates.
Assist in developing campaign plans with our endorsee’s president.
Write press releases and marketing copy.
Maintain campaign Facebook page and perform social listening for comments and trends.
Update voter polls and reporting.
Nelson Staffing/ October 2012 to January 2013
Levitt Ins. Co.
Account Manager
Concord, CA
Served as first point of contact in the departments renewal process.
Maintained the agency’s client information (certificates, open activities, open items).
Initiated and finalized change requests and ensured accuracy of billings and transmittals.
Managed auditing processing, including billing and overseeing receipt of payment.
Prepared schedules of insurance as well as coverage binders and invoices.
Givegoods April 2012 to March 2013
Marketing Coordinator
Alameda, CA
Consulted with local start-up on increasing clientele/merchant base.
Conducted sales calls to community members.
Set up new merchants and assisted with their reward campaigns.
Assisted with website administration.
2. Martha Matheson Page 2 of 2
Hytorc Wind, LLC July 2010 to November 2011
Office Manager
Benicia, CA
Was instrumental in improving communication between sales representatives and office staff.
Monitored inventory by projecting market needs.
Supervised staff and provided direct support; prioritized daily schedules.
Prepared monthly bonus statements, quarterly inventory statements and ordered supplies.
Insured timelines and deadlines were met on a day-to-day basis.
Matheson Roofing Co. October 2008 to July 2010
Office Manager
Concord, CA
Cut operating costs by 10% by reducing non-value-added operations, improving employee efficiency and obtaining process-improvement input from clientele.
Successfully managed business relationships with staff and ensured optimal customer service through continuous business improvements.
Engineered marketing plan and materials; increased workload by 50%.
Diablo Valley Insurance Agency November 2007 to October 2008
Account Manager
Walnut Creek, CA
Managed and serviced Commercial Lines accounts averaging 150,000 to 500,000 in premium.
Instrumental in researching and marketing all prospective accounts.
Responsible for account generation and retention.
Enabled client to collect $35,000 of past due funds through careful contract review
Reviewed and compared proposals and advised clients on coverages provided .
Advised clients of coverage gaps based on contractual requirements; was instrumental in negotiations for better terms between my clients and theirs.
Diversified Risk Insurance Brokers June 2002 to November 2007
Account Manager/Contract Specialist
Emeryville, CA
Managed and serviced Commercial Lines accounts averaging 2,000,000 in premium.
Responsible for account generation and retention.
Initiated negotiation and advised client of $40,000 increase in premium should they accept said contract.
Aided and educated clients by showing coverage gaps in their various proposals.
Advised clients of coverage gaps based on contractual requirements; was instrumental in negotiations for better terms between my clients and theirs.
Software skills: Microsoft Office Suite (Word, Excel, Power Point), WordPress Groupwise, Adobe Acrobat, AutoCAD, Applied, Complete Campaigns, Democracy.org,
Education
UNIVERSITY OF PHOENIX – PLEASANTON, CA
Bachelor of Science – Business Management, 2005
Chartered Property and Casualty Underwriter
CPCU 551 (Property Risk Management Insurance)
CPCU 552 (Liability Risk Management Insurance)