Amy Muniz
Phoenix,AZ
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
13
13
years of professional experience
Work History
Account Manager
Crest Insurance Group
05.2021 - Current
- Assist in managing portfolio of clients, achieving targets for new business and renewals/retention of current clients with focus on commercial real estate.
- Market new and renewal policies to various carriers for multiple lines of coverage.
- Liaison between insured and lenders, providing certificates of insurance to meet loan compliance.
- Allocate and invoice agency billed policies.
Insurance Sales Agent
Farmers Insurance Agency
10.2020 - 05.2021
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Adhered to all regulations for insurance sales.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Property and Casualty Insurance Adjuster
The Hartford
10.2018 - 10.2020
- Determined claim status and negotiated to reach reasonable settlements or denials.
- Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
- Collaborated with other departments within the organization to enhance overall efficiency in processing claims and improving client satisfaction levels.
- Expedited claim resolution by coordinating with repair professionals to obtain accurate estimates for damages and repairs needed.
Sales Trainer/QA
Synchrony Financial Inc
10.2016 - 10.2018
- Designed and implemented sales training program and documentation.
- Generated detailed reports outlining results and recommendations.
- Assessed training program effectiveness on regular basis and improved upon deficient areas.
- Established clear expectations for desired outcomes at the onset of each course module or workshop session.
Esthetician
Amazing Lash Studio
05.2015 - 09.2016
- Fostered friendly, warm and exceptional customer experience.
- Recommended retail products for at-home use.
- Analyzed skin condition and made appropriate product recommendations.
- Informed guests of appropriate products available to increase retail sales.
Massage Therapist
Massage Envy
07.2011 - 04.2015
- Addressed issues arising from athletic activity, including mobility limitations, tennis elbow, back pain and generalized pain originating from muscle tightness through deep tissue massage techniques.
- Applied principles of trigger point therapy to diagnose and address pain transferred from muscular stress or tightness.
- Booked appointments, answered phones, greeted clients, handled payments and created client service tickets.
- Maintained inventory of all care products and made sure equipment and selling areas were fully stocked and organized.
Education
Massage Therapy
Arizona School of Massage Therapy And Esthetics
Phoenix, AZ07.2011
Skills
- Insurance Policies Familiarity
- Customer Service
- Claims Investigation
- Damage Assessment
- Organization
- Client Education
Licenses
- All Lines Claims Adjuster - Florida License W527447
- P&C Producer - AZ License 18959583
- Life & Health Producer -18959583
- In process of obtaining CIC designation by 12/2028
Timeline
Account Manager
Crest Insurance Group
05.2021 - Current
Insurance Sales Agent
Farmers Insurance Agency
10.2020 - 05.2021
Property and Casualty Insurance Adjuster
The Hartford
10.2018 - 10.2020
Sales Trainer/QA
Synchrony Financial Inc
10.2016 - 10.2018
Esthetician
Amazing Lash Studio
05.2015 - 09.2016
Massage Therapist
Massage Envy
07.2011 - 04.2015
Massage Therapy
Arizona School of Massage Therapy And Esthetics
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