Claudia Aguiluz
Wylie,TX
Judge a man by his questions rather than his answers.
Voltaire
Summary
Authorized to work in the US for any employer Results-driven Insurance Broker with more than 8 years of business sales and Personal Lines Insurance expertise. Client-focused and proficient with creative insurance solutions to diverse individual concerns. Meticulous client risk and financial assessor with detailed understanding of corporate and individual risk management. Service-oriented Personal Lines Account Management, delivers high-quality customer service by accurately assessing client needs and recommending most useful policies and products. Empathetic broker/account manager with client experience as guiding principle. Well-connected personnel with track record leveraging connections to serve clients. Results-driven Insurance Broker with more than 8 years of business sales and Personal Lines insurance expertise. Client-focused proficient with creative insurance solutions to diverse individual concerns. Meticulous client risk and financial assessor with detailed understanding of corporate and individual risk management, guide clients thorough endorsements, claim assistance, billing, remarked requests, cancellation and renewals with compassion and efficiency. Service-oriented delivers high-quality customer service by accurately assessing client needs and recommending most useful policies and products with insurance expertise.
Overview
9
9
years of professional experience
Work History
Account Manager/Insurance Producer
Dagley Insurance
06.2022 - Current
- I have experience in various personal lines, including Auto, Home, DF, Condo, Umbrella, Motorhomes, RV, Boats, Watercraft, Flood, and Wind Only.
- Experience with High Net clients and Insurance companies.
- Maintain the book of business, providing the required services for all accounts. Sell a minimum of $40,000 monthly.
- As a reliable and thorough Account Manager, I process endorsements, update policies, process cancellations, as well as actively review renewals to ensure that we offer the most competitive pricing available. If needed, I can also remark on policies for further improvement. Changing or updating Mortgage clauses.
- Mail binders and ID cards to insureds or Mortgage Companies.
- Assist with accounts receivable control.
- I am here to provide support to both current and potential clients, whether it be through phone calls, emails, support tickets, or managing assigned cases.
- I work alongside the underwriting team to ensure all necessary documentation is processed promptly, allowing us to maintain policies in good standing.
- Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company
- Experience working with Lenders, Real State Agents, Insurance Producers, and Mortgage Companies
- EzLynx, PL Rater, CRM, AMS, Agency Zoom, Ring Central, Microsoft Outlook, Word, Exel, PowerPoint, DocuSign, Adobe Creator, Doc Build Plus, Zoom, Microsoft Teams, Slack
- Safeco, Travelers, Pure, Vault, Bekerly One, Cincinnati High Net Worth Insurance, Chubb Insurance Masterpiece, AIG’s Private Client Group, ACE Group, Kemper, Progressive, Mercury, National Lloyd, State Auto, HOAIC, Foremost, Orchid, Nationwide, Texas Fair Plan, Sagesure, Openly, Branch, Orion180, American Modern, Swyfft, Geovera, ASI, The Hartford, Hippo, Allstate, Bristol West, Chubb, Centauri, Stillwater, Dairyland, Allied, Citizens FL, Encompass, Universal Direct, National General, Neptune Flood, AON
Personal Lines Account Manager
Beam Insurance Agency
05.2016 - 06.2022
- Personal lines experience
- Home, auto, renters, condo, fire dwelling, toys, umbrella
- Interact with existing and potential customers
- Provide customer service to book of business
- Great attention to detail and closing deals
- Experience multi-tasking, and a heavy volume of clients.
- Educated clients on products and services.
- Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients
- Answer clients' inquiries through calls, emails,s or chats.
- Process endorsements, answer underwriting requests, assist clients with claims, and remarked requests, help the sales department wherever they need, and process cancellations.
- Actively revised policies before they were renewed to make sure we will present the best option to the client.
- De-Escalation Training.
- Listen to the client's needs and provided a solution for them.
- Communicate directly with Insurance Companies, Banks, CPAs, Payroll vendors, and other vendors when necessary and authorized by the client.
- Contacts underwriter and submits forms to obtain binder coverage
- Make quotes ( Ezlynx)(PL Rating)
- Process endorsements and Solving Billing inquiries.
- Selects a company that offers a type of coverage requested by the client to underwrite the policy and Cross-selling
- Provide any documentation required by the client, lender, or mortgage
- Knowledge of the majority of top-notch carriers
- Safeco, Travelers, Pure, Vault, Hagerty, Kemper, Personal Umbrella Progressive, Encompass, Mercury, National Lloyd, State Auto, Foremost, Orchid, Nationwide, Texas Fair Plan, Sagesure, Openly, Branch, Orion180, American Modern, Swift, Geovera, ASI, The Hartford, The Guard, AEGIS, Hippo, Allstate, Bristol West, Chubb, Centauri, Stillwater, Dairyland, Allied, Citizen, National General, Neptune flood, AON, FedNat,
- CRM, Zoho, AMS360, Salesforce, Agency Zoom, Ezlynx, PL Rater, Epic, Microsoft Office, DocuSign, Panda, Ring Central, Microsoft Teams, Slack, Zoom, Microsoft Outlook.
Eichelmann Insurance Agency, CSR Personal Lines
04.2014 - 03.2016
- In my role as an assistant to an Independent Producer, I was responsible for answering phone calls and managing leads.s, get all the information necessary to get a quote using EZLynx
- After identifying the optimal rate for every client, I proceed to the respective company's website to generate reports and input supplementary details to arrive at the ultimate rate.
- Help increase 30% on sales and productivity
- I helped manage his book of business by making changes to clients' policies, handling policy cancellations, and obtaining all the necessary documentation to send to the underwriter department for policy approval or changes to take effect.
- As part of my duties, I handle phone payments, review new policies for businesses, endorsements, and renewal policies. I also help resolve billing inquiries, assist with filing projects, and handle returned mail.needed.
Education
Bachelor's - Bussines Administration
Skills
- Spanish
- English
- Sales Experience
- Customer Service
- Leadership Experience
- Management Experience
- Time Management
- Microsoft Excel
- Supervising Experience
- Negotiation
- Microsoft Powerpoint
- Word Processing
- Office Experience
- Quota rating
- Insurance Sales
- Insurance Verification
- Sales support
- Personal Assistant Experience
- Customer support
- Marketing
- Account management
- Underwriting
- Administrative and business experience (6 years)
- Microsoft Office
- Accounting software
- CRM Software
- AMS360
- Salesforce
- Ezlynx
- PL Rater
- Agency Zoom
- Epic
- QuickBooks
- Office Management
- Presentation skills
- Communication skills
- Computer skills
- Microsoft Word
- Driver's License
- Insurance License Personal Lines
- Personal lines Property and Casual Agent
- Assessments:
- Management & Leadership Skills: Impact & Influence — Proficient
- Measures a candidate's ability to adapt their leadership style to accomplish goals using rational or Emotional appeal Full results: Proficient
- Problem-Solving — Proficient
- Measures candidate's ability to analyze relevant information when solving problems Development in any professional field as well as Client Relations Expertise
- Policy Adjustment Knowledge
- Professional Development
- Revenue Generation
- Customer Follow-Up
- Sales Presentation
- Asset Protection Expertise
- Lender Relationships
- Policy Coverage Expertise
- Quotes and Sales
- Property and Casualty Products
- Insurance Coverage Review
- Call Center Customer Service
- Client Account Management
- Endorsed Enhancements
- Claims Reporting Systems
- Mortgage Underwriting
- Excellent Communication Skills
- Persuasive Negotiations
- Policy Writing
- Licensing Requirements
- Policy Types Understanding
- Referral Pipeline Maintenance
- CRM Expertise
- Administrative Support
- Insurance Program Management
- Billing Procedures
- Credit and Debt Card Processing
- Underwriter Collaboration
- Insurance Claim Regulations
- Manage Renewals
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Account Manager/Insurance Producer - Dagley Insurance
06.2022 - Current
Personal Lines Account Manager - Beam Insurance Agency
05.2016 - 06.2022
- Eichelmann Insurance Agency, CSR Personal Lines
04.2014 - 03.2016
University Jose Matias Delgado - Bachelor's, Bussines Administration
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