Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Beatriz Udave

Beatriz Udave

Colton,USA

Summary

Commercial insurance professional with deep expertise in managing client portfolios and risk assessments. Skilled in policy analysis, claims management, and client relationship building. Strong focus on team collaboration and delivering results. Adaptable to changing needs and highly reliable in high-pressure environments.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Commercial Lines Account Manager

Arroyo Insurance Services, Inc.
04.2024 - Current
  • Word, Excel, Microsoft Office Program
  • AMS 360 Program
  • Licensed Property & Casualty Insurance Agent/Underwriter
  • Office Setting
  • Works under 5 Producers and 1 other Account Manager and myself
  • Small Market ($500-$10k) to Middle Market ($10k-$250,000k)
  • Billing Inquiries (past due balances, cancellation notices, processing payments)
  • Invoicing agency billed renewals
  • Customer Service (empathy, adaptability, clear communication skills, patience, positive language, relationship building, effective listening, attentiveness, persuasive speaking skills, conscientious)
  • Re-market Renewal Accounts
  • Market new lines of business
  • Process Claim Inquires
  • Process Cancellations and Reinstatement Requests
  • Process Endorsement Request
  • Process direct billed automatic download renewal policies
  • Process agency billed renewal policies (start to finish: update renewal information, complete Acord application, request renewal quote from carrier, present proposal to client, send bind request to carrier, process renewal policy/info in system, invoice premium in system, send renewal documents to insured)

Commercial Lines Account Manager

Dan Smith Insurance Agency, Inc.
11.2021 - 04.2024
  • Word, Excel, Microsoft Office Program
  • AMS 360 Program
  • Licensed Property & Casualty Insurance Agent/Underwriter
  • Office Setting
  • Billing Inquiries (past due balances, cancellation notices, processing payments)
  • Invoicing agency billed renewals
  • Customer Service (empathy, adaptability, clear communication skills, patience, positive language, relationship building, effective listening, attentiveness, persuasive speaking skills, conscientious)
  • Re-market Renewal Accounts
  • Market new lines of business
  • Process Claim Inquires
  • Process Cancellations and Reinstatement Requests
  • Process Endorsement Request
  • Process direct billed automatic download renewal policies
  • Process agency billed renewal policies (start to finish: update renewal information, complete Acord application, request renewal quote from carrier, present proposal to client, send bind request to carrier, process renewal policy/info in system, invoice premium in system, send renewal documents to insured)

P & C Insurance Agent/BOP Underwriter

Roamnet Insurance Agency
08.2017 - 06.2020
  • Word, Excel, Microsoft Program
  • AMS 360 & EPIC Applied Systems Program
  • Licensed Property & Casualty Insurance Agent
  • Marketing Program Underwriter/Account Manager
  • Office Setting
  • Customer service within agencies
  • Commercial Lines Department
  • Receptionist
  • Market New Business/Prospect Submissions
  • Re-market Renewal Accounts
  • Process Renewal Policies
  • Process Claim Inquires
  • Process Cancellations and Reinstatement Requests
  • Process Endorsement Request
  • Business Owners Policies/Package Policy Accounts

Quality Assurance Lead @ Corporate Office

Charlotte Russe
10.2008 - 08.2017
  • Efficient knowledge of RF Scanner & PKMS System
  • Word, Excel, & Microsoft Program
  • Maintained the organizational system of the product room by delivery and new samples for review
  • Communicate with vendors on sample related items, including sample approvals, and delivery status for future and past due orders
  • Supportive of the distribution center
  • Problem Solver between vendors
  • Receiving and Packing
  • Leader/Trainer

Education

P & C License - Commercial Lines Insuance

California Department of Insurance
Riverside, CA
11-2019

H.S. Diploma -

Options For Youth
Fontana, CA
06-2006

Skills

  • Microsoft Office
  • Excel
  • AMS 360
  • Epic Applied Systems
  • Property & Casualty License
  • Account Management
  • Customer service
  • Interpersonal skills
  • Personalized service
  • Prospecting strategies
  • Record-keeping
  • Policy analysis
  • Business development strategy

Certification

  • Licensed Insurance Agent/Broker - California Department of Insurance.

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Commercial Lines Account Manager

Arroyo Insurance Services, Inc.
04.2024 - Current

Commercial Lines Account Manager

Dan Smith Insurance Agency, Inc.
11.2021 - 04.2024

P & C Insurance Agent/BOP Underwriter

Roamnet Insurance Agency
08.2017 - 06.2020

Quality Assurance Lead @ Corporate Office

Charlotte Russe
10.2008 - 08.2017

P & C License - Commercial Lines Insuance

California Department of Insurance

H.S. Diploma -

Options For Youth

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Beatriz Udave