Angela Gamboa
Riverside,CA
Summary
Accomplished Remote Insurance Account Manager/Agent with a proven track record at Unity Path Insurance Services, adept in policy administration and excelling in client relationship building. Leveraged risk management solutions to expand client coverage, significantly boosting revenue. Demonstrated empathy in customer interactions, enhancing loyalty. Holds a Fire and Casualty-Property Broker License, showcasing a blend of technical expertise and soft skills.
Insurance professional with extensive experience in account management and client relations within insurance sector. Known for delivering exceptional service, efficiently managing policy renewals, and resolving customer issues. Valued team collaborator with focus on achieving results and adapting to changing client needs. Expertise in risk assessment, claims processing, and policy administration.
Experienced with fostering client relationships and managing insurance accounts efficiently. Utilizes skills in risk assessment and claims processing to ensure client satisfaction and policy accuracy. Track record of delivering high-quality service and maintaining strong communication with clients and team members.
Insurance professional with proven expertise in managing client accounts, underwriting, and policy renewals. Strong focus on team collaboration and achieving results. Reliable and adaptable, skilled in risk assessment, customer relations, and claims processing. Known for maintaining high standards and delivering impactful results in dynamic environments.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Remote Insurance Account Manager/Agent
Unity Path Insurance Services
09.2009 - 10.2024
- Expedited claim resolutions by acting as a liaison between clients and claims adjusters throughout the entire process.
- Implemented effective cross-selling strategies that resulted in additional product lines being added to existing accounts.
- Proactively identified upselling opportunities within existing accounts, resulting in expanded coverage for clients and increased revenue for the agency.
- Maximized policy renewals by proactively reaching out to clients well in advance of expiration dates and addressing any concerns or questions.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Customer Service Representative
The Empire Company
03.2018 - 05.2019
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Education
High School Diploma -
Vista Del Lago High School
Moreno Valley, CA06-2007
Skills
- Fire and Casualty-Property Broker License
- Policy administration
- Risk management solutions
- Policy delivery
- Premium payments
Certification
- PROPERTY AND CASUALTY BROKER LICENSE, DEPARTMENT OF INSURANCE, 2009
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Customer Service Representative
The Empire Company
03.2018 - 05.2019
Remote Insurance Account Manager/Agent
Unity Path Insurance Services
09.2009 - 10.2024
- [Name of Certification] [Issuing Organization] [Year Month]
High School Diploma -
Vista Del Lago High School
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