Summary
Overview
Work History
Education
Skills
Timeline
Generic

Adriana Moreno

Houston,TX

Summary

Bilingual Personal Lines Insurance Sales and Account Manager with 17+ years of experience providing high-quality customer service, and managing policies. Known for organization, reliable and building strong client relationships. Seeking a structured, stable role with long-term growth opportunities.

Overview

14
14
years of professional experience

Work History

Personal Lines Sales & Account Manager

ABM Insurance and Benefits Services
03.2023 - Current
  • Manage and service a book of personal lines accounts
  • Handle daily client requests for policy changes, billing, and coverage questions
  • Quote, bind new and renewal business
  • Maintain strong client relationships to support retention and growth

Personal Lines Account Manager

Farmers Insurance Agency
09.2017 - 12.2022
  • Manage and service a book of personal lines accounts
  • Manage day to day client requests for policy changes, billing, and coverage questions
  • Quote, bind new and renewal business
  • Review policies for accuracy and proper coverage
  • Helped train staff to retrieve and appropriate respond to clients needs.
  • Verified the accuracy of issued policies, endorsements, ect.

Personal Lines Sales & Account Manager

ABM Insurance and Benefits Services
07.2012 - 03.2017
  • Manage and service a book of personal lines accounts
  • Handle daily client requests for policy changes, billing, and coverage questions
  • Quote, bind new and renewal business
  • Review policies for accuracy and proper coverage
  • Process endorsements, cancellations, and reinstatements
  • Maintain strong client relationships to support retention and growth

Education

P&C Insurance License -

High School Diploma -

Sam Houston High School
Houston, TX
05.1999

Skills

  • Policy Servicing & Renewals
  • New Business Quoting
  • Endorsements & Policy Changes
  • Coverage Review
  • Cross-Selling
  • Customer Service Excellence
  • Time Management
  • EZLynx
  • HawkSoft
  • Microsoft Word/Excel
  • Microsoft Outlook

Timeline

Personal Lines Sales & Account Manager

ABM Insurance and Benefits Services
03.2023 - Current

Personal Lines Account Manager

Farmers Insurance Agency
09.2017 - 12.2022

Personal Lines Sales & Account Manager

ABM Insurance and Benefits Services
07.2012 - 03.2017

P&C Insurance License -

High School Diploma -

Sam Houston High School
Adriana Moreno