Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
Generic

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, CA
01.2001

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
Armida Herrera