Esmeralda Aguilar
Spring,Texas
Summary
Highly motivated and hardworking insurance professional with a strong desire to contribute combined knowledge and skills to enhance business performance. Leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives, whether working independently or as part of a team. Resourceful and results-driven approach passionate about fostering growth and efficiency to meet company needs and increase service value. Excellent communication, interpersonal, and organizational skills for effective task completion. Known for reliability and strong work ethic, with ability to quickly adapt to new tasks and environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
ABM Insurance & Benefit Services, Inc.
Houston, TX
08.2024 - Current
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
- Provided training and mentorship to junior account managers, enhancing overall team performance and service quality levels.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Negotiated rates to set up finance contracts.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
Assistant Commercial Account Manager
Spring Insurance Agency
Spring, Texas, USA
10.2022 - 08.2024
- Developed leads, scheduled appointments, identified customer needs, and marketed appropriate products and services
- 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.
- Developed comprehensive reports to keep senior management informed on account status and progress towards goals.
- Increased client satisfaction by developing and maintaining strong relationships with key decisionmakers.
- Completed Acord applications to send to markets
Customer Service Representative
Farmers Insurance
Houston, Texas, USA
01.2021 - 10.2022
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Provided quote presentations to potential and current clients.
- Walked clients through their coverages and helped them better understand what they carry.
Education
High school diploma -
Spring High School
Spring, Texas05.2011
Skills
- Strong English and Spanish Communication
- Skilled in Applied Epic Software
- Experienced with Microsoft Word
- Proficient in Excel
- Proficient in PowerPoint
- Effective Under Pressure
- Conflict Resolution
- Self-motivated
- Quick Learner of New Technologies
- Superior customer service skills
- Systematic Task Coordination
Certification
- Licensed in Property/Casualty, Life and Health
- General Lines Agent
Languages
Spanish
Native or Bilingual
Timeline
Commercial Lines Account Manager
ABM Insurance & Benefit Services, Inc.
08.2024 - Current
Assistant Commercial Account Manager
Spring Insurance Agency
10.2022 - 08.2024
Customer Service Representative
Farmers Insurance
01.2021 - 10.2022
High school diploma -
Spring High School