Work Type
Full TimePart TimeLocation Preference
On-SiteRemoteHybridLocation: Fowler, CA
Open to relocation: Yes
Verified
This profile is verified using an email address.
Erlinda Mata
Commercial Account Manager
Fowler,CA
Work Preference
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Work History
Commercial Lines Account Manager
Various Agencies
Fresno, CA
04.2004 - 09.2009
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
- Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Maintained required data in agency management system to follow corporate guidelines.
- Negotiated rates to set up finance contracts.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Educated clients on insurance policies and procedures.
- Analyzed risk factors to recommend appropriate coverage levels.
- Finalized sales and collected necessary deposits.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
Education
Associate of Science - Health Information Technology
Fresno City College
Fresno, CA 08.2022 - 12.2025
Skills
- Claims management
- Insurance underwriting
- Quality assurance
- Client services
- Document management
- Coverage negotiation
- Policy analysis
- Portfolio retention
- Account management
- Account retention
- Vendor relationship management
- Product recommendations
- Commercial portfolio management
Timeline
Associate of Science - Health Information Technology
Fresno City College
08.2022 - 12.2025
Commercial Lines Account Manager
Various Agencies
04.2004 - 09.2009