Angelica Virelas
Merced,CA
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commercial Insurance Customer Service Assistant
Leap Carpenter Kemps Insurance Agency
Merced, CA
07.2019 - Current
- Responded promptly to inquiries from internal staff and external customers.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Prepared proposals for new business, renewals and endorsements.
- Completed day-to-day duties accurately and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Reviewed client policies and identified areas of potential risk or coverage gaps.
Account Manger
Farmers Insurance Company
Chowchilla, CA
03.2017 - 07.2019
- Worked closely with underwriters to develop suitable terms and conditions for each individual policy issued.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Assisted customers with filing claims related to their casualty insurance policies.
- Reviewed existing contracts between insured parties to ensure compliance with applicable laws and regulations governing casualty insurance products.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Advised customers about additional coverages available through their existing policies or suggested alternative options if necessary.
- Managed a portfolio of client accounts, ensuring that all paperwork was kept up-to-date and accurate.
Education
High School Diploma -
Merced College
Merced, CASkills
- Customer Engagement
- Document Control
- Policyholder Communication
- Customer Follow-Up
- Records Maintenance
- Account Management
- Policy Knowledge
Certification
- Property and Casualty License - 2/2016 - Current (Active)
Languages
English
Native/ Bilingual
Spanish
Professional
References
References available upon request.
Timeline
Commercial Insurance Customer Service Assistant
Leap Carpenter Kemps Insurance Agency
07.2019 - Current
Account Manger
Farmers Insurance Company
03.2017 - 07.2019
High School Diploma -
Merced College
Similar Profiles
Patrice SmithPatrice Smith
Life Insurance Agent at Leap Carpenter Kemps Insurance AgencyLife Insurance Agent at Leap Carpenter Kemps Insurance Agency
Jamie BuwalJamie Buwal
Mail Clerk at Aviva Insurance / Leap RecruitmentMail Clerk at Aviva Insurance / Leap Recruitment
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Brian JonesBrian Jones
Special Education Teacher (ECHS) at Merced Union High School DistrictSpecial Education Teacher (ECHS) at Merced Union High School District
Marco SerafinMarco Serafin
Counter Salesperson at Johnstone SupplyCounter Salesperson at Johnstone Supply