Armida Herrera
Whittier,CA
Summary
Case Manager driven to maintain ethical standards and deliver top-notch assistance to attorneys and lawyers. Active knowledge of Federal Rules of Civil Procedure and skilled in preparing basic legal documents and pleadings.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Legal Assistant
Faithful Legal Documentation Services
06.2019 - Current
- Assisted with legal document preparation for client cases
- Conducted follow-up phone calls to ensure client satisfaction
- Retained new and existing customers
- Promoted the business by distributing flyers at the courthouse
Commercial Account Manager
EPIA Inc.
10.2018 - 06.2019
- Completed applications for General Liability, Property, Business Auto, UM & EX quotes/policies
- Submitted applications to eligible and appropriate carriers
- Followed up to ensure timely receipt of quotations and policies
- Ordered and issued binders, certificates, policies, endorsements, and related items
- Verified accuracy and forwarded documents to clients with appropriate correspondence
- Determined billing method (direct or company) and invoiced accordingly
- Processed renewals according to company procedures
- Reviewed policy audits, verified accuracy, and facilitated corrections
- Responded promptly to incoming mail and phone requests
- Managed cancellation requests to ensure accurate resolution
- Assisted clients in submitting first reports of claims and followed up on claim status
- Prioritized tasks for efficient processing
Insurance Sales Agent
Freeway Insurance Services, Inc.
08.2017 - 10.2018
- Responsible for online sales of personal lines insurance products
- Engaged with potential clients to assess their insurance needs
- Provided information on policies, coverage options, and premiums
- Facilitated the application process and ensured timely follow-up
- Collaborated with carriers to secure policies for clients
- Maintained accurate records of sales transactions
Account Manager/Sales
Hub International
12.2016 - 07.2017
- Interacted with customers via phone calls, serving as the first point of contact
- Provided quotes and closed sales for policies
- Issued certificates and ID cards
- Sent binders and policies to insured clients
- Managed accounts, handling new business, renewals, endorsements, and certificates
Commercial Account Manager
ISU Stephen B Marvin Insurance Agency
01.2013 - 06.2015
- Completed applications for General Liability, Property, Business Auto, UM & EX quotes/policies
- Submitted applications to eligible and appropriate carriers
- Followed up to ensure timely receipt of quotations and policies
- Ordered and issued binders, certificates, policies, endorsements, and related items
- Verified accuracy and forwarded documents to clients with appropriate correspondence
- Determined billing method (direct or company) and invoiced accordingly
- Processed renewals according to company procedures
- Reviewed policy audits, verified accuracy, and facilitated corrections
- Responded promptly to incoming mail and phone requests
- Managed cancellation requests to ensure accurate resolution
- Assisted clients in submitting first reports of claims and followed up on claim status
- Prioritized tasks for efficient processing
Customer Service Representative
Lemore Insurance
10.2011 - 08.2012
- Completed applications for General Liability, Property, Business Auto, UM & EX quotes/policies
- Submitted applications to eligible and appropriate carriers
- Followed up to ensure timely receipt of quotations and policies
- Ordered and issued binders, certificates, policies, endorsements, and related items
- Verified accuracy and forwarded documents to clients with appropriate correspondence
- Determined billing method (direct or company) and invoiced accordingly
- Processed renewals according to company procedures
- Reviewed policy audits, verified accuracy, and facilitated corrections
- Responded promptly to incoming mail and phone requests
- Managed cancellation requests to ensure accurate resolution
- Assisted clients in submitting first reports of claims and followed up on claim status
- Prioritized tasks for efficient processing
Commercial Account Manager
Driscoll & Driscoll Insurance Agency
05.2006 - 02.2011
- Completed applications for General Liability, Property, Business Auto, UM & EX quotes/policies
- Submitted applications to eligible and appropriate carriers
- Followed up to ensure timely receipt of quotations and policies
- Ordered and issued binders, certificates, policies, endorsements, and related items
- Verified accuracy and forwarded documents to clients with appropriate correspondence
- Determined billing method (direct or company) and invoiced accordingly
- Processed renewals according to company procedures
- Reviewed policy audits, verified accuracy, and facilitated corrections
- Responded promptly to incoming mail and phone requests
- Managed cancellation requests to ensure accurate resolution
- Assisted clients in submitting first reports of claims and followed up on claim status
- Prioritized tasks for efficient processing
Education
High school diploma -
Oxnard High School
Oxnard, CA01.2001
Skills
- Case Management
- Ms Word
- Google Calendar
- Microsoft Office
- Outlook
- Customer Experience
- Attention to detail
- Phone etiquette
- Time management
- Legal Research
- Adobe Acrobat
- Typing
- Research
- Administrative experience
- Office experience
- Scheduling/Planning
- File Organization
- Calendar Management
- Legal Document Preparation
- Client Communication
- Administrative Support
- Document Preparation
- Client Support
- Correspondence
- Critical Thinking
- Effective Multitasking
Certification
- Property & Casualty License
- Personal Lines License
- Driver's License
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Legal Assistant
Faithful Legal Documentation Services
06.2019 - Current
Commercial Account Manager
EPIA Inc.
10.2018 - 06.2019
Insurance Sales Agent
Freeway Insurance Services, Inc.
08.2017 - 10.2018
Account Manager/Sales
Hub International
12.2016 - 07.2017
Commercial Account Manager
ISU Stephen B Marvin Insurance Agency
01.2013 - 06.2015
Customer Service Representative
Lemore Insurance
10.2011 - 08.2012
Commercial Account Manager
Driscoll & Driscoll Insurance Agency
05.2006 - 02.2011
High school diploma -
Oxnard High School
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