Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacqueline Hall

Novato,California

Summary

Friendly Personal Lines Manager with a 10+-year background working in the personal lines management . Dedicated to providing superior customer service. In-depth knowledge of Home, Auto and Umbrella Insurance. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Property Management Assistant

Fredericks Properties
03.2023 - Current
  • Managed day-to-day financial transactions including rent collection, deposits, expense tracking, budgeting, reconciliations, monthly statements preparation for 300 tenants and reporting to owner.
  • Facilitated smooth move-in and move-out processes for tenants; ensured timely turnover of vacant units to minimize rental income loss.
  • Maintained original leases and renewal documents in digital and hardcopy format for property management office.
  • Followed up on delinquent tenants and coordinated collection procedures.

Insurance Broker

C L Moore & Associates
07.2009 - 07.2021
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
  • Handled approximately 75% outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.

Education

Business Accountancy

Portland Community College
Portland, OR

Skills

  • Identified a problem and solved it
  • Increased revenue for the company
  • Saved time and money for the Agency
  • Adaptability and Flexibility

Certification

  • Insurance Broker Personal LInes License 0G88160

Timeline

Property Management Assistant

Fredericks Properties
03.2023 - Current

Insurance Broker

C L Moore & Associates
07.2009 - 07.2021

Business Accountancy

Portland Community College

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Jacqueline Hall