Summary
Overview
Work History
Education
Skills
Certification
Timeline
AccountManager

Andrew Garcia

Riverside

Summary

Skilled Account Manager with a proven track record at Bill White Insurance Agency, excelling in client relations and customer service. Enhanced client satisfaction through proactive communication and effective problem resolution, achieving high retention rates. Skilled in account management and negotiation, consistently delivering tailored solutions to meet diverse client needs.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Account Manager

Bill White Insurance Agency
07.2023 - 05.2025
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.

Owner/Operator

Andrew Garcia Insurance Agency
02.2021 - 07.2023
  • Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
  • Managed daily operations for optimal efficiency, streamlining processes to reduce costs.
  • Cultivated a positive work environment, leading to higher employee retention rates and overall job satisfaction.
  • Maximized revenue by identifying new market opportunities and implementing targeted sales strategies.

Agency Manager

Alex Pazos Insurance Agency
01.2018 - 02.2021
  • Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
  • Leveraged technology platforms for efficient management of client accounts, policy changes, claims processing, and billing inquiries.
  • Maintained compliance with industry regulations by conducting regular audits of policies, procedures, and employee practices.
  • Led weekly team meetings to review performance metrics, address challenges, and celebrate successes as a cohesive unit.
  • Maintained personnel files and regularly conducted audits to verify accuracy of information.
  • Implemented targeted marketing campaigns to generate new business leads and increase market share within the region.

Sales Closer

MediaStratx
01.2015 - 01.2018
  • Optimized lead qualification methods by refining processes for better identification of high-potential prospects.
  • Streamlined the sales process for improved efficiency, resulting in higher close rates.
  • Improved negotiation skills by consistently practicing and refining techniques, resulting in a higher percentage of closed deals.
  • Boosted customer satisfaction rates by promptly addressing concerns and providing tailored solutions.

Education

High School Diploma -

Cesar E. Chavez High School
Santa Ana, CA

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations

Certification

  • CA Property & Casualty Insurance License
  • CA Life Accident & Health Insurance License

Timeline

Account Manager

Bill White Insurance Agency
07.2023 - 05.2025

Owner/Operator

Andrew Garcia Insurance Agency
02.2021 - 07.2023

Agency Manager

Alex Pazos Insurance Agency
01.2018 - 02.2021

Sales Closer

MediaStratx
01.2015 - 01.2018

High School Diploma -

Cesar E. Chavez High School

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Andrew Garcia