Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dawn Viscarra-Ortiz

Los Angeles,CA

Summary

Professional client manager skilled at managing client relationships. Independently manages multiple priorities and deadlines through hard work and project dedication.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Senior Client Manager

MG Skinner & Associates
Los Angeles, CA
09.2002 - Current
  • Responsible for the insured's account accuracy, daily processing and quality control. Handling of customer inquiries and account service including file documentation, proof of insurance, policy endorsements, invoicing, claim entry, policy checking, etc. Issues renewal quotes and binders to policy holders. Reviews accounts receivables monthly and follows up for payments. Reviews policyholder expirations for renewal application submissions, reviews premium transactions issued by insurance carriers prior to final invoicing and distribution, processes incoming mail, assists other client managers with special projects if needed.

Education

High School Diploma -

Fairfax Senior High School
Los Angeles, CA
06-1993

Some College (No Degree) - Basic Studies

West Los Angeles College
Culver City, CA

Skills

  • Strategy Development
  • Team Oversight
  • Client Services
  • Special Projects
  • Account Management

Certification

  • Licensed Notary Public since 2003
  • Certified Notary Signing Agent since 2007

Timeline

Senior Client Manager

MG Skinner & Associates
09.2002 - Current

High School Diploma -

Fairfax Senior High School

Some College (No Degree) - Basic Studies

West Los Angeles College

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Dawn Viscarra-Ortiz