Briana Banuelos
Corona,CA
Summary
Experienced Insurance Professional successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering 8+ years of experience and willingness to take on any challenge.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Claims Service Representative
Auto Club Of Southern California
12.2023 - Current
- Enhanced customer satisfaction by efficiently processing and resolving claims in a timely manner.
- Reduced processing time for claims by implementing new organizational strategies and streamlining procedures.
- Collaborated with adjusters to ensure accurate claim evaluations and settlements, improving overall efficiency.
- Maintained thorough knowledge of company policies and insurance regulations, ensuring proper claim handling procedures were followed.
- Provided exceptional customer service by addressing concerns, answering questions, and explaining complex policy information to clients.
- Managed high-volume caseloads and prioritized tasks effectively to meet strict deadlines without compromising on quality or accuracy.
Account Manager
SmartFinancial
03.2021 - 06.2021
- Educated clients on our insurance marketing products and updated account information to maintain high standards of client service
- Introduced new processes to improve account and market tracking for better data analysis
- Improved account management by predicting potential competitive threats and outlining proactive solutions
- Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs
- Contributed to annual revenue goals by selling new services and developing new accounts.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Licensed Insurance Agent
Allstate Insurance
03.2015 - 03.2021
- Provided coverage option information to assist clients in protecting assets
- Calculated quotes and educated potential clients on auto, home and other various insurance options
- Responded to customer calls swiftly to resolve issues and answer questions
- Built relationships with clients through active listening to provide excellent service
- Enhanced insurance agency reputation by accommodating requests and by exploring opportunities to add value.
Licensed Customer Support Specialist
Farmers Insurance
08.2011 - 11.2013
- Provided primary customer support to clients
- Directed incoming calls to internal personnel and departments, routing to the best-qualified department
- Responded to customer requests for products, services and information
- Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts
- Delivered exceptional customer service by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Licensed Insurance Agent
Summit General Insurance
01.2014 - 01.2015
- Recommended type and amount of coverage based on analysis of customers' circumstances
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of the application process.
Education
Associate of Arts - Humanities
Los Angeles Pacific University
San DimasSkills
- Active listening skills
- Ability to multitask
- Strong phone and verbal communication skills
- Strong attention to detail
- Time management skills
- Needs Analysis
- Customer Service
- Typing WPM 65
- Cash handling experience
- Sales Analysis
- Lead Development
- Customer Training
- Data Analytics
- Client Relationship Management
Languages
English
Spanish
Certification
- CNP - Certified Notary Public
Timeline
Claims Service Representative
Auto Club Of Southern California
12.2023 - Current
Account Manager
SmartFinancial
03.2021 - 06.2021
Licensed Insurance Agent
Allstate Insurance
03.2015 - 03.2021
Licensed Insurance Agent
Summit General Insurance
01.2014 - 01.2015
Licensed Customer Support Specialist
Farmers Insurance
08.2011 - 11.2013
Associate of Arts - Humanities
Los Angeles Pacific University
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