Frances Gallegos
Bloomfield,NM
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Insurance Account Manager
<span style="border-bottom: 2px dashed #cf4343; padding-bottom: 1.2px;">Menicucci</span> Insurance Agency
Albuquerque, NM
09.2022 - Current
- Resolved customer complaints regarding coverage or service issues.
- Coordinated activities between departments within the organization.
- Established and maintained effective working relationships with vendors.
- Investigated discrepancies in billing statements and credit card charges.
- Reviewed existing policies to determine if changes were necessary.
- Prepared detailed reports for upper management on account performance metrics.
- Ensured compliance with all applicable laws, regulations and standards.
- Developed relationships with clients to ensure satisfaction and loyalty.
- Assessed customer needs and offered appropriate insurance products.
- Negotiated terms and conditions of policies with customers.
- Maintained accurate records of client accounts and policy information.
- Generated quotes for customers based on individual requirements.
- Explained complex policy provisions to customers in a clear manner.
Education
Certificate - CERTIFIED NURSING AID
San Juan College
Farmington, NM09-2015
High School Diploma -
Bloomfield High School
Bloomfield, NM05-2010
Skills
- Claims Handling
- Policy administration
- Insurance Underwriting
- Industry Trends
- Claims Management
- Risk Analysis
Certification
- NM Property and casualty license
References
References available upon request.
Timeline
Insurance Account Manager
<span style="border-bottom: 2px dashed #cf4343; padding-bottom: 1.2px;">Menicucci</span> Insurance Agency
09.2022 - Current
Certificate - CERTIFIED NURSING AID
San Juan College
High School Diploma -
Bloomfield High School
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