Jade Munoz
San Antonio,TX
Summary
Experienced Personal Lines Account Manager l with proven ability to multitask in fast-paced environments while maintaining accuracy and attention to detail. Highly dependable, ethical, and reliable team member and leader that fosters belonging and strives for excellence. Works effectively with cross-functional teams ensuring operational service excellence. Expert at managing insurance sales cycle, including prospecting and follow-up support. Agency Top Gun performer April, May, June & September. Resourceful and versatile professional with reputation for consistently achieving goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager I
USAA
2023.02 - Current
- Build strong client relationships by assessing diverse risk profiles and recommending tailored solutions
- Applies experienced knowledge of personal line's insurance to assist members with quotes, binding new business, complex rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services.
- Apply comprehensive knowledge of USAA core and Agency systems to optimize product recommendations, manage policies, and maximize sales opportunities while adhering to strict risk and compliance policies.
- Provides peer mentoring and coaching for less-experienced employee.
Insurance Professional - Sales and Service II
USAA
2022.05 - 2023.02
- Effectively follows risk and compliance policies, standards, and procedures for business activities
- Successfully identifies and assesses member needs to provide complete and accurate advice and solutions
- Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels
- Identifies opportunities to connect with members to build rapport and enhance the member experience.
Police Service Agent
The City of San Antonio - Police Department
2020.11 - 2021.07
- Effectively operated Police Department rules, regulations, policies, and procedures
- Accurately assessed and reviewed documentation and determine appropriate action while maintaining accurate record keeping procedures and practices
- Communicated clearly and accurately while handling difficult and sensitive citizen inquiries/complaints.
Dispatcher
St. Mary's University - University Police Department
2018.04 - 2019.04
- Kept up-to-date records of emergency and non-emergency calls for service with proper level of priority
- Supported staff by conducting a variety of queries to provide most up-to-date information in real-time
- Worked in a highly structured environment where all communications were recorded/documented and reviewed as public record.
Education
Bachelor of Arts in Criminal Justice (Junior Level) -
St Mary's University
San Antonio, TX12.2016
High School Diploma -
John Marshall High School
San Antonio, TX06.2014
Skills
- Decision Making
- Team Building
- Coaching and Mentoring
- Handling Customer Complaints
- Diligent Follow Through
- Verbal and Written Communication
- KPI management
- 3+ years background in a law enforcement emergency management
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Accomplishments
Agency Top Gun April, May, June & September
Diamond Award MSAT 2022
Certification
Licensed Property & Casualty Insurance Producer
Timeline
Personal Lines Account Manager I
USAA
2023.02 - Current
Insurance Professional - Sales and Service II
USAA
2022.05 - 2023.02
Police Service Agent
The City of San Antonio - Police Department
2020.11 - 2021.07
Dispatcher
St. Mary's University - University Police Department
2018.04 - 2019.04
Bachelor of Arts in Criminal Justice (Junior Level) -
St Mary's University
High School Diploma -
John Marshall High School
Licensed Property & Casualty Insurance Producer
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