ASHLEY GREENBERG
Tustin,CA
Summary
Experienced professional 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
11
11
years of professional experience
Work History
Assistant Vice President
Cornerstone Specialty Insurance Services, Inc.
Irvine, CA
04.2021 - Current
- Executive Account Manager until promoted to Assistant Vice President in 2024
Account Manager
Global Risk Capital Insurance
Los Angeles, CA
03.2019 - 04.2021
- Developed tailored insurance plans based on client risk assessments.
- Delivered training sessions for new staff on account management best practices.
- Managed multiple accounts simultaneously while meeting deadlines.
Account Manager
Cornerstone Specialty Insurance Services, Inc.
Irvine, CA
06.2014 - 01.2019
- Manage client needs and service their insurance coverage, by handling a book of business
- Give guidance on proper risk management to clients
- Provide contract review to ensure client is compliant with requirements of contracts - issue certificates of insurance
Education
BACHELORS - Finance, Risk Management and Insurance
California State University
Fullerton03.2019
Skills
- Accident and Health/Life License
- Property and Casualty Broker-Agent License
- Certified Insurance Service Representative - CISR
- Proficient in Microsoft Office
- Administrative Duties
- Time management
- Effective communication
- Detail-oriented
- Risk assessment
- Team leadership
Timeline
Assistant Vice President
Cornerstone Specialty Insurance Services, Inc.
04.2021 - Current
Account Manager
Global Risk Capital Insurance
03.2019 - 04.2021
Account Manager
Cornerstone Specialty Insurance Services, Inc.
06.2014 - 01.2019
BACHELORS - Finance, Risk Management and Insurance
California State University
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