Catalina Cardenas
Tigard,OR
Summary
Experienced Insurance Account Manager with expertise in managing both personal and commercial insurance accounts. Demonstrates a strong grasp of risk management principles and industry best practices. Recognized for exceptional problem-solving skills and a commitment to outstanding customer service, fostering strong client relationships.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Risk Strategies Insurance Brokerage Inc
07.2023 - Current
- Identified needs of customers promptly and efficiently.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Identified opportunities for cross-selling products and services to existing customers.
- Developed relationships with clients and other insurance professionals to ensure client satisfaction.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Maintained updated knowledge through continuing education and advanced training.
Senior Accounts Manager
Bisnett Insurance
Lake Oswego, OR
07.2017 - 07.2023
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Provided customer service to clients, including answering questions and resolving issues.
- Developed relationships with clients and other insurance professionals to ensure client satisfaction.
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
Personal & Commercial Lines Account Manager
Certus NW
Portland, OR
08.2010 - 07.2017
- Provided customer service to clients, including answering questions and resolving issues.
- Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Achieved repeat business and referrals through personalized services.
Education
High School Diploma -
Lynnwood High School
Lynnwood06-1994
Some College (No Degree) -
Edmonds Community College
Lynnwood, WASkills
- Bilingual communication
- Microsoft Office Suite
- Multitasking skills
- Dependable and responsible
- Teamwork and collaboration
Languages
English
Professional
Spanish
Professional
Certification
- Licensed Property and Casualty
- Licensed Life and Health
Timeline
Senior Account Manager
Risk Strategies Insurance Brokerage Inc
07.2023 - Current
Senior Accounts Manager
Bisnett Insurance
07.2017 - 07.2023
Personal & Commercial Lines Account Manager
Certus NW
08.2010 - 07.2017
High School Diploma -
Lynnwood High School
Some College (No Degree) -
Edmonds Community College