ANNA SALGADO
Summary
Ambitious, experienced and result-driven Licensed Insurance Agent in OH and IL (non-resident) and Commercial Lines Account Manager highly skilled in managing high-value portfolios and fostering client retention. Proven leader with expertise in customer service illustrated across 5+ years of experience.
Experienced in variety of computer programs such as QuickBooks, NowCerts, IMS, Microsoft Office, etc.
Multilingual Proficiency (fluent in 5 languages)
Overview
6
6
years of professional experience
Work History
Commercial Lines Account Manager
Berg-Berry Insurance
05.2023 - 06.2024
- Managed the daily account management of agency's largest commercial accounts, including processing endorsements, COIs, premium breakdowns, auto ID cards, invoicing, etc.
- Managed the renewal process for all assigned clients including reviewing loss information, audits, assisting to obtain updated information, handling renewal applications, remarketing, reviewing and negotiating the renewal pricing and preparing the renewal proposal and binders.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Optimized communication channels between brokers, carriers, and clients, ensuring seamless information exchange for timely policy issuance and management.
- Provided detailed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Strengthened client relationships by providing regular updates on policy changes, industry trends, and risk mitigation strategies.
Insurance Agent/Personal Lines Account Manager
Stevens Insurance Agency
09.2022 - 03.2023
- Maintained high standards of customer service by building relationships with clients through consistent communication, excellent customer service and providing personalized insurance solutions tailored to client's needs.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Expanded client base and meeting/exceeding monthly sales targets by actively prospecting for new business opportunities and generating referrals.
- Contributed to agency success by consistently participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Commercial Lines Account Manager
Galaxy Safe Trans INC
05.2021 - 09.2022
- Enhanced customer satisfaction by efficiently managing 100% of commercial lines accounts and promptly addressing client inquiries to strengthen client relationships by providing regular updates on policy changes, industry trends, and risk mitigation strategies.
- Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Continuously communicated with independent adjusters and third parties, secured and analyzed necessary information (i.e., reports, policies, appraisals, releases, statements, reports, or other documents) in the investigation of loss cases in order to effectively resolve claims in a timely manner.
- Reduced claims frequency through proactive risk management consultations and tailored insurance solutions.
- Analyzed claim patterns to recommend policy adjustments, reducing risk and preventing future losses.
- Prepared DOT audits with 99% sufficiency, resolving the violations of the companies, writing a plan for maintaining the business in order to avoid further violations
- Conducted annual reviews of existing policies to update information and prepare for the renewal process accordingly.
Insurance Agent/Commercial Lines Account Manager
A2Z Insurance Broker
07.2020 - 05.2021
- Successfully managed commercial lines account by, responding to over 30+ phone calls and emails daily, coordinating with various internal departments and external partners to ensure efficient resolution and provide excellent customer service.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Finalized sales, set up finance contracts. and collected necessary deposits.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers and developing comprehensive knowledge of various insurance products.
Front Desk/Sale Associate
United Tires Corporation
05.2018 - 01.2020
- Warmly welcomed 30-50 guests per shift, coordinated check in, collected necessary information
- Maintained files and records by implementing effective filing systems that boosted efficiency and organization
- Resolved customer issues in an appropriate timely manner
- Provided accurate information about promotions, customer programs and products, helping drive high customer retention
- Increased sales by offering advice on purchases and promoting additional products
- Generated brand awareness and positive product impressions to increase sales
Education
No Degree - Management And Public Relations
MVCC Moraine Valley Community College
Palos Hills, IL01.2016
High School Diploma -
Friedman High School
01.2013
Timeline
Commercial Lines Account Manager
Berg-Berry Insurance
05.2023 - 06.2024
Insurance Agent/Personal Lines Account Manager
Stevens Insurance Agency
09.2022 - 03.2023
Commercial Lines Account Manager
Galaxy Safe Trans INC
05.2021 - 09.2022
Insurance Agent/Commercial Lines Account Manager
A2Z Insurance Broker
07.2020 - 05.2021
Front Desk/Sale Associate
United Tires Corporation
05.2018 - 01.2020
High School Diploma -
Friedman High School
No Degree - Management And Public Relations
MVCC Moraine Valley Community College