1. Theresa Chisholm
traco13@yahoo.com
Phone number: 916-903-8811
Summary of Qualifications:
Enthusiastic, highly motivated and task-oriented Administrative Assistant who is very attentive and courteous with
a professional demeanor. Strong work ethic with the ability to multi-task and handle functions under pressure.
Fast efficient and reliable. Great communication with ability to resolve problems in a timely manner.
Work Experience
Randstad Temp/Stonewood Insurance
Customer Services Rep
03/15/2016 to Current
High volume phone calls for Auto Policies. Changes to Auto Policy, advised premium change,
send id cards, letters to DMV and to Agents.
• High volume phone calls
• Billing and payments for Auto policies
• Customer service for our carriers
• Endorsements of auto policy
• Job duties as assigned
AON ESOLUTIONS - Sacramento, CA
Billing Review Analysis for Workers Comp
07/11/2010 – 02/01/2014
High volume phone calls regarding payment issues for Workers Comp. Problem solving for
processed payment. Setup and assigned new claims in IVos and Mitchell system. Processing
cancelled checks, voided checks, credits, sorting checks, opening, date-stamping and securing.
Processed Payments.
• Problem Solving for customers billing
• Setup and assigned new claims in IVos and Michell system
• Processing checks, cancelled, voided and credit account
• Provided customer service
• Customer service on bill review bills
• Completed processing daily mail
• Assigned over 200 + bills a day
• Other job duties as assigned
• Worked in a team environment
2. HAGUE SOFT WATER SERVICES – Penryn, CA
Receptionist
10/1/2009 – 07/10/2010 (part-time/temporary)
• Answer phones from customers
INTERCARE INSURANCE SERVICES – Roseville, CA
Workers Compensation Administrative/Administrative Assistant III
06/1/1997 – 09/15/2009
Verify prescription for authorization from pharmacies. Setup and verified coverage on new claims
for injured workers.
High volume phone calls from injured workers, employers and doctor's office. Enter policy
information and new injury information into Vos Portal. Customer Service and loss reports.
Processing and shorting checks, date stamping and securing. Paid bills and various other duties
as assigned:
• Provide customers service, such as limited instruction on proceeding with claims or referral to
workers comp doctor
• Organized and work with detailed office, using computers to enter access, search and retrieve
data
• Process and record new insurance policies and claims
• Processed loss run reports
• Processed and record new insurance policies and claims
• Handled broker's phone request and correspondence
Kelly Temp Services
August 1996 - September 1997 (Temp Services)
Data Entry, process mail worked for Intercare Insurance Services as a temp and then was hired
on as a permanent employee.
Tech Assistant
Eve Insurance Brokerage, Roseville, CA
Feb 1993 – July 1996
Rating of endorsements for Commercial Lines Insurance and rating of additional employee.
Customer Service on High volume phones. Processed clearance and processed Certificate of
Insurance for contractors.
• Rating of endorsements for Commercial Lines Insurance, loss runs reports.
• AIG policy clearance, setup faxes
• Detail and process Certificate of Insurance
• Accomplished Duns and Bradstreet’s credit reports
• Handled broker’s phone request and correspondence