Adriana Rivera
Kilgore,TX
Summary
License insurance agent with 10 years' experience in the insurance industry. Experiences range from Oil & Gas to Transportation. Managed a renewal book of business and new business by reviewing each risk to determine coverage. Requesting information, quoting, binding, and servicing accounts through the policy term.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Account Manager
Threlkeld & Company Insurance
04.2023 - Current
- Manage and Service a Transportation book of business
- Execute end-to-end renewal process by marketing, preparing submissions and collecting supplementals, MVRs, IFTAS, Financials, Vehicle and Driver lists
- Formulate a strategy with producers to address any issues
- Negotiate with underwriter to secure favorable terms
- Prepare coverage analysis and proposals for renewals
- Endure DOT and/or FMCSA filings are filed
- Perform or oversee all key servicing aspects of account, to include endorsements, certificates, cancellations, and audits
- Maintain client files on the agency management system (AMS360 & Image Right)
Account Manager
INSURICA
08.2022 - 04.2023
- Manage and Review Farm & Ranch and Workers Compensation new business and renewal
- Manage a Personal lines book of business including quoting new business, remarketing renewals, processing endorsements and all aspects of customer service
- Contact producer for additional underwriting information as required
- Review property (appraisal district, Google, request photos) for adequate Total Insured Value Insured was accurate
- Order financial, loss history and motor vehicle reports
- Manage producer inquiries regarding policy changes, billing, and cancellations
- Review and finalize all types of personal lines and commercial lines insurance policies within the agency
- Statement preparation Month-end reports
Commercial Account Manager
Acrisure Dba Murray Insurance
02.2021 - 08.2022
- Service and Managed accounts for Convenience Stores, Gas Stations, Restaurants, Professional Offices, Contractors, and Transportation
- Market New & Renewal Business
- Assist clients with service questions related to coverage, premium billing, claims issues, and problem-solving
- Proficient in Agency Management System (AMS360), update policy information written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish suspense and or activities to acquire information to help clients
- Review policy, endorsement, or audit discrepancy forms, proactively order any necessary corrections from carriers and ensure documents are sent to clients on a prompt basis
- Knowledge of insurance markets, rating procedures, coverages, and industry operations to effectively manage, maintain, and service assigned clients and prospects
- Motor vehicle reports and loss analysis
- Attend and coordinate meetings with clients and/or producer to present renewal and supporting documents to gain acceptance of renewal or commitment to go to market for alternative options
- Conduct account management visits with assigned clients to review renewal decisions
- Formulate a plan with the producer to address any issues
Commercial Account Manager
Copeland Insurance Agency
09.2020 - 02.2021
- Managed accounts for Contractors, Garage-keepers, Retail, and Professional Offices
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions, and concerns
- Process and manage accounts in accordance with agency standards and workflows
- Interact with clients to receive claims reports
- Work with carriers to expedite settlements
- Prepare coverage analysis, submissions & proposals for new and renewal business
- Build and maintain relationships with existing Commercial Lines clients
- Negotiate coverage and pricing with markets
- Maintain client files on the agency management system and perform or oversee all key servicing aspects of the account, to include processing renewals, endorsements, certificates, cancellations, and audits
- Proficient in Agency Management System (Applied/Epic)
Commercial Account Manager
Laird Insurance Agency
10.2014 - 09.2020
- Managed Oil & Gas and Transportation (Trucking) accounts
- Review MSA for clients when needed
- Market new and renewal business by completing Acord and Supplemental applications and submit applications to eligible and proper carriers and/or brokers
- Follow-up with carriers to ensure prompt receipt of quotations and policies
- Obtain client signatures on all applications
- Renew policies following agency guidelines; verify each renewal accuracy
- Address client needs by producing binders, certificates, policies, auto ID cards, and endorsements
- Verified their accuracy using established agency checklist
- Review audits of policies; verify accuracy and facilitate corrections, as needed, between client and carrier
- Maintain and update files in AMS 360 by verifying policy information and facilitating corrections when necessary
- Process incoming email and mail requests by responding promptly and appropriately
- Help clients in submitting claims, facilitates prompt response from carriers and follow-up on claims status to keep insured informed
Personal Lines Customer Service Rep
SIG Insurance Group
01.2012 - 10.2014
- Supplied rate quotes and wrote policies for homeowners, personal auto
- Processed renewals, amended declarations, new business declarations, cancellation notices, billing, and additional premium notices
- Help insureds with new or ongoing claims
Education
Child Development Certification -
Ventura College
Ventura, CA01.2005
High School Diploma -
Ventura High School
Ventura, CA01.2004
Skills
- Account servicing & management
- Business development and planning
- Customer presentations
- Business growth and retention
- Research skills
- Self-motivation
- Work Ethic
- Communication
- Billing & Invoicing
- Finance Agreements
Certification
- P&C License
- Public Notary
Timeline
Account Manager
Threlkeld & Company Insurance
04.2023 - Current
Account Manager
INSURICA
08.2022 - 04.2023
Commercial Account Manager
Acrisure Dba Murray Insurance
02.2021 - 08.2022
Commercial Account Manager
Copeland Insurance Agency
09.2020 - 02.2021
Commercial Account Manager
Laird Insurance Agency
10.2014 - 09.2020
Personal Lines Customer Service Rep
SIG Insurance Group
01.2012 - 10.2014
Child Development Certification -
Ventura College
High School Diploma -
Ventura High School
- P&C License
- Public Notary
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