Francesca Lopez
Homestead
Summary
Detail-oriented professional with expertise in insurance and account management. Proven track record in maintaining accurate records and managing financial documentation. Demonstrates strong organizational skills and reliability in billing and payment processes.
Overview
5
5
years of professional experience
Work History
Account Manager
State Farm
Miami
01.2021 - Current
- Managed client accounts, ensuring timely service and satisfaction.
- Resolved client inquiries by providing accurate information and support.
- Trained new team members on account management procedures.
- Assisted in marketing strategies to promote insurance services.
- Ensured compliance with industry regulations.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Managed multiple accounts simultaneously while meeting deadlines.
- Acted as main point of contact in matters relating to client concerns and needs.
Education
High School Diploma -
Somerset Academy Charter High
Homestead, FL05-2020
State License
2-14 Life Insurance and Annuities State License
Public Notary Skills
- Account management
- Account retention
- Team training
- Problem solving
- Adaptability to changes
- Time management
- Effective communication
- Computer proficiency and Microsoft office
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Account Manager
State Farm
01.2021 - Current
High School Diploma -
Somerset Academy Charter High
State License
State License