Citlaly Vidaca
Stockton,CA
Summary
Detail-oriented insurance professional with 4+ years of experience supporting underwriting operations, policy administration, and customer service across all lines of insurance, including life, health, auto, home, and commercial policies. Skilled in collaborating with carriers, underwriters to ensure compliance, process claims, and resolve client inquiries. Experienced in report preparation, policy reviews, and workflow optimization to improve efficiency and accuracy.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Manager Assistant
Bankers Life & Casualty Insurance
Stockton, CA
01.2025 - Current
- Applied comprehensive knowledge of underwriting practices and compliance standards to ensure accuracy.
- Partnered with management to strengthen agents’ product knowledge, resolve inquiries, and deliver training support that elevated team performance.
- Managed high-volume inbound and outbound communications (100+ calls and emails daily), performed telemarketing sales, and set customer appointments to meet business goals.
- Developed and organized customized spreadsheets and reports in Microsoft Office and Google Suite to support management and agents with accurate, timely data.
Licensed Service Associate
New York Life Insurance Co
Stockton, CA
01.2024 - 06.2025
- Serviced new business for individual and business insurance policies (averaging 10–50 weekly), managing documentation, scheduling medical exams, and tracking underwriting statuses to prevent delays, while keeping clients updated on progress.
- Prepared insurance quotes for prospective clients, managed administrative tasks (paperwork, record updates, databases), and delivered exceptional customer service while effectively prioritizing tasks to meet deadlines and ensure client satisfaction.
- Maintained comprehensive records of all interactions with clients in Salesforce.
Insurance Agent
New York Life Insurance Co
Stockton, California
03.2024 - 12.2024
- Assisted with event planning, support and execution of virtual and in-person engagements.
- Evaluated current financial situation of clients before recommending any policy changes.
- Maintained records of client information, including policies and payment history.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Educated clients on the importance of life insurance and financial planning.
Underwriting Service Assistant
Cv Insurance Services
Stockton, CA
11.2022 - 11.2023
- Maintained a book of business with over 100 clients, handling new business across an average of 15 carriers (primarily auto, home, and occasional commercial), assisting with payments via QuickBooks, processing endorsements, and serving as the liaison between clients and insurance companies for all service needs.
- Assisted clients with claims, policy inquiries, and dispute resolution while coordinating with insurance carriers and DMV.
- Collaborated with underwriting department across multiple carriers to streamline decision-making processes.
- Prepared, reviewed, and evaluated policy changes, cancellations, and renewals to support underwriting decisions, ensuring accuracy, regulatory compliance, and alignment with client risk profiles and industry standards, and submitted reports to brokers for review.
Manager
RV Farms Agriculture
Stockton, CA
07.2017 - 11.2022
- Trained and managed a team of 50 to 100 employees across multiple worksites, overseeing daily operations.
- Maintained up-to-date records of employee attendance, payroll information, vacation requests.
- Maintained compliance with regulations, organized files, checked reports for accuracy, and worked with management to improve workflows.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
Education
Some College (No Degree) - Business Administration And Management
San Joaquin Delta College
Stockton, CA05-2027
Skills
- Underwriting procedures & regulatory compliance
- Policy administration & report generation
- Customer support & claims assistance
- Operations oversight & administrative management
- Time management & multitasking
- Team collaboration and leadership
- Microsoft Office Suite and Google Workspace
- Data entry & 70 words per minute
- Analytical & problem-solving skills
- Telephone & email etiquette
- Remote work adaptability
- Quickbooks & Salesforce
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
Life and Health Insurance License
California Department of Insurance
License Number: 4351579
Expiration date 02/28/2026
Timeline
Manager Assistant
Bankers Life & Casualty Insurance
01.2025 - Current
Insurance Agent
New York Life Insurance Co
03.2024 - 12.2024
Licensed Service Associate
New York Life Insurance Co
01.2024 - 06.2025
Underwriting Service Assistant
Cv Insurance Services
11.2022 - 11.2023
Manager
RV Farms Agriculture
07.2017 - 11.2022
Some College (No Degree) - Business Administration And Management
San Joaquin Delta College
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