Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Elena Amaro

Santa Paula,CA
Elena Amaro

Summary

Dedicated professional with expert team leadership, planning and organizational skills built during successful career. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Organized, dependable, and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate leader with strong organizational skills eager and ready to help team achieve company goals.

Overview

25
years of professional experience
1

Property & Casualty License, #0D05539

1

CISR Designation

1

ACSR Designation

1

AINS Designation

Work History

AssuuredPartners Of CA
Ventura, CA

Director of Operations
04.2014 - 06.2023

Job overview

  • Created and implemented an assistant manual which allowed team to function as a cohesive unit
  • Reviewed company performance to identify areas where individual employees and entire departments can improve efficiency and productivity
  • Ensured agency adhered to laws governed by the Department of Insurance, corporate policies and procedures, and policy/carrier contracts
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Achieved team goals through formalized training plans, coaching, and performance management.
  • Mentored and coached team members to foster productive and engaging work environment.
  • Established and monitored quality assurance standards to achieve operational excellence.
  • Defined, implemented, and revised operational policies and guidelines.
  • Monitored office workflow and administrative processes to keep operations running smoothly.
  • Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.

Brown & Brown Insurance
Goleta, CA

Account Manager
06.2013 - 04.2014

Job overview

  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Reviewed renewals and marketed policies accordingly
  • Reviewed and issued policy renewals to clients
  • Monitored and analyzed customer feedback to identify opportunities for improvement.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Recorded accurate and efficient records in customer database.
  • Met existing customers to review current services and expand sales opportunities.

Social Security Adminstration
Santa Barbara, CA

Legal Assistant
09.2010 - 06.2013

Job overview

  • Reviewed and Analyzed cases to ensure sufficiency of evidence or documentation
  • Selected pertinent exhibits to be included in case records, and marked exhibits in preparation of case, ensuring case is clearly worked-up and ready for hearing
  • Obtain both Medical and Non-Medical evidence needed for hearing
  • Perform Pre-Hearing, Post-Hearing actions per direction from Administrative Law Judge
  • Communicate with claimants, attorneys, lay representatives, etc., daily
  • Processed Fee-Petitions on disapproved fee agreements
  • Provided technical guidance and/or training in the hearing process to other employees on a wide variety of case processing and procedures in accordance with SSA rules, regulations and policies
  • Prepared case summaries by outlining, in narrative form, information from all documents which reflect prior medical history of claimant and treatment undertaken, and any conflicting medical evidence
  • Communicated regularly with claimants, attorneys, lay representatives, Congressional offices and other third parties, to answer questions relating to the hearing process based on SSA laws, regulations and policies
  • Composed complex and/or technical correspondence to claimants, attorneys, lay representatives and various offices of SSA relating to a wide variety of matters
  • Provided and received information related to documentary evidence, filing and processing procedures, status of claimant's applications and other related areas of case processing.

Brown & Brown Insurance
Santa Barbara, CA

Account Manager, Quality Control
03.1998 - 09.2010

Job overview

  • Collaborated with supervisors in preparing monthly progress reports for Corporate
  • Collaborated with direct supervisor in creating company procedures relating to specific positions of employment
  • Monitored daily projects to ensure completion with specified time restraints
  • Trained new employees upon hire in various positions to ensure knowledge of company procedures
  • Assist with obtaining and retaining client business
  • Processed and reviewed policy changes and monthly/interim/final audits
  • Ordered loss runs and motor vehicle reports
  • Reviewed insurance policies for accuracy upon receipt
  • Issued certificates of insurance as proof of coverage for clients
  • Process information from clients regarding claims and submit it to carriers
  • Inspected incoming and outgoing materials for accuracy and quality.
  • Reported repeated issues to supervisors and other departments, collaborating to identify issue roots and rectify problems.
  • Identified and documented quality discrepancies for management to develop resolutions.
  • Send correspondence to clients regarding activity on their file
  • Process incoming mail regarding client activity

Education

Ventura Community College
Ventura

Some College (No Degree) from General Education Studies

University Overview

Completed 80 credits

Santa Barbara City College
Santa Barbara

Some College (No Degree) from General Education Studies

University Overview

Completed 21 credits

Santa Barbara Business College

Associate of Science from Paralegal Studies
12.2010

Skills

  • Staff Management
  • Policies and procedures
  • Operations management
  • Improvement initiatives
  • Coaching and mentoring
  • Verbal and written communication

Certification

Licensed Fire and Casualty Agent, #0D05539

Certified Insurance Service Representative (CISR)

Accredited Customer Service Representative (ACSR)

Associate in General Insurance (AINS)

Timeline

Director of Operations

AssuuredPartners Of CA
04.2014 - 06.2023

Account Manager

Brown & Brown Insurance
06.2013 - 04.2014

Legal Assistant

Social Security Adminstration
09.2010 - 06.2013

Account Manager, Quality Control

Brown & Brown Insurance
03.1998 - 09.2010

Ventura Community College

Some College (No Degree) from General Education Studies

Santa Barbara City College

Some College (No Degree) from General Education Studies

Santa Barbara Business College

Associate of Science from Paralegal Studies
Elena Amaro