Claudia Giron
South Gate,CA
Summary
Experienced licensed Property & Casualty representative, with knowledge and experience in all Personal lines areas such as underwriting, sales and service in auto, home, watercraft, commercial, umbrella to name a few. I deliver above and beyond performance and take pride in my work ethic in training, managing and being a team player in getting the work done to the full of my capacity in a timely manner. I have over 25 years of insurance experience which has allowed me to gain the skills I need to achieve more than is required and expected of me.
Overview
26
26
years of professional experience
Work History
Producer Account Representative
Hippo Insurance
Remote
05.2021 - 11.2023
- Collaborated with other departments to address customer needs and service requests.
- Processed client payments and updated accounts.
- Supported customer and agent satisfaction through regular follow-up and communication.
- Analyzed accounts for delinquencies and other ongoing issues.
- Developed and implemented strategies to improve customer retention and loyalty.
- Identified and implemented process improvements to maximize efficiency.
- Built relationships with customers and agents and community to promote long term business growth.
- Contributed to team objectives in fast-paced environment.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Trained new employees on customer service, money handling and organizing strategies.
- Presented professional image consistent with company's brand values.
- Maintained current knowledge of evolving changes in marketplace.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Attended monthly sales meetings and quarterly sales trainings.
- Increased customer and agent satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Implemented customized account plans to meet individual client and agent needs.
- Kept detailed records of customer and agent interactions for optimal traceability.
Account Support Specialist
First American Property & Casualty Insurance
Santa Ana, CA
02.2019 - 05.2021
- Educated clients on relevant policies and options and answered questions to remedy issues.
- Identified new opportunities and cultivated leads to consistently meet sales goals and increase business growth.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Trained new personnel regarding company operations, policies and services.
- Trained staff on operating procedures and company services.
- Cross-trained and backed up other customer service managers.
Retail Sales Office Team Lead
Auto Insurance Specialists LLC
Cerritos, CA
03.1998 - 02.2019
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Onboarded new employees with training and new hire documentation.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Managed senior-level personnel working in marketing and sales capacities.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Mentored team members to enhance professional development and accountability in workplace.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
Education
Property & Casualty License - Insurance And Risk Management
California Department of Insurance
Los Angeles, CA03.1998
Medical Terminology Certificate - Medicine (Pre-Medicine)
Cerritos College
Norwalk, CA11.1996
High School Diploma -
David Starr Jordan Senior High School
Los Angeles, CA08.1994
Skills
- Performance Management
- Time Management
- Verbal and Written Communication
- Sales Techniques
- Business Planning
- Salesforce Management
- Key Performance Indicators
- Complex Problem-Solving
- Budget Control
- Expectation Setting
- Team Leadership
- Performance Evaluations
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Producer Account Representative
Hippo Insurance
05.2021 - 11.2023
Account Support Specialist
First American Property & Casualty Insurance
02.2019 - 05.2021
Retail Sales Office Team Lead
Auto Insurance Specialists LLC
03.1998 - 02.2019
Property & Casualty License - Insurance And Risk Management
California Department of Insurance
Medical Terminology Certificate - Medicine (Pre-Medicine)
Cerritos College
High School Diploma -
David Starr Jordan Senior High School