Janette Soto
Pembroke Pines,FL
Summary
Experienced in managing client accounts and streamlining processes within fast-paced environment, looking to transition into new field. Eager to apply these transferable skills to contribute to new and exciting opportunity.
Offering excellent communication skills and genuine interest in client satisfaction, eager to learn and grow in dynamic environment. Brings foundational understanding of account management principles, coupled with ability to quickly learn and adapt to new systems and software.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Account Coordinator
Assured Partners Insurance
05.2022 - Current
- Insurance Policy Management: Process, maintain, and update client insurance policies, ensuring accuracy and compliance with Florida state regulations.
- Client Relations: Serve as the primary point of contact for clients, answering inquiries, explaining policy details, and providing support throughout the insurance process.
- Claims Assistance: Assist clients in filing and tracking insurance claims, ensuring timely resolution and accurate documentation.
- Underwriting Support: Coordinate with underwriters to gather required documentation, provide additional information for policy changes and endorsements.
- Policy Documentation & Compliance: Ensure all necessary forms, endorsements are completed in accordance with Florida's insurance laws.
- Billing & Payment Processing: Monitor payments, issue billing statements, track outstanding balances, and coordinate payment follow-ups to ensure timely receipt.
- Administrative Support: Maintain detailed records of all client interactions, policies, claims, and communications within the company’s management system.
- Problem Resolution: Address client concerns and work with carriers to resolve issues related to coverage, claims, or billing discrepancies.
- Cross-functional Collaboration: Collaborate with other departments such as underwriting, claims, and sales to ensure seamless customer service and accurate policy issuance.
- Technology Utilization: Use insurance management software to streamline processes, maintain up-to-date client records, and manage documentation efficiently.
Office Assistant /Front Desk Receptionist
First Financial
03.2020 - 03.2022
- Receptionist Duties: Greeted clients and visitors, answered phone calls, directed inquiries to appropriate departments, and provided excellent customer service to clients.
- Loan Processing Support: Assisted loan officers and processors by preparing, gathering, and uploading necessary documents for loan applications and approvals.
- Employment Verification: Contacted employers to verify applicant employment details, ensuring accuracy for loan processing and eligibility verification.
- Property Appraisal Management: Uploaded property appraisals into the loan processing system, tracked appraisal status, and communicated with appraisers as needed to ensure timely reports.
- Office Supply Management: Ordered and tracked office supplies, ensuring the office was well-stocked and operations ran smoothly without interruptions.
- Office Space Organization: Managed and organized the office environment to improve efficiency, including ensuring workstations were neat and supplies were properly stored.
- Administrative Support: Provided general administrative support to the team, including filing, scanning, faxing, and preparing reports as needed.
Communications/Records Clerk Supervisor
City of Hialeah Gardens
05.1996 - 01.2022
- Team Supervision: Led and managed a team of dispatchers and support personal ensuring efficient operation of the department 24/7. Monitored team performance and provided guidance on best practices.
- Hiring & Recruitment: Oversaw the hiring process for new dispatch staff, including conducting interviews, background checks, and selection of qualified candidates.
- Training & Development: Developed and delivered training programs for new dispatchers, ensuring they understood emergency protocols, department procedures, and technology systems.
- Recertification Training: Managed and coordinated annual recertification training for dispatchers, ensuring all staff remained compliant with industry standards and regulations.
- Scheduling: Created and managed dispatcher work schedules, ensuring optimal coverage during peak hours and addressing any staffing needs or conflicts.
- Performance Reviews: Conducted regular performance evaluations for dispatch staff, providing feedback, setting goals, and addressing areas for improvement.
- Compliance & Documentation: Ensured all dispatch operations and staff training met state recertification. Maintained accurate records of training, certifications, and performance.
- Communication & Coordination: Served as the point of contact between dispatch staff, law enforcement officers, and other agencies, ensuring smooth and efficient communication during emergencies.
- Data Entry & Records Management: Supervised and participated in the accurate and efficient entry of sensitive police data, including criminal reports, traffic citations, arrest records, and other law enforcement documents into the department’s database.
- Crime Reporting & Documentation: Coordinated the preparation and submission of crime reports, ensuring proper documentation, coding, and adherence to legal and regulatory requirements.
- Traffic Crash Report Processing: Managed the processing of traffic crash reports, ensuring all information was complete, accurate, and filed according to state and local guidelines.
- Citation Processing: Oversaw the processing of traffic citations, ensuring proper handling of paperwork, entry into records management systems, and timely follow-up for any required legal action.
- Subpoena Management: Processed subpoenas, ensuring the correct records were released, maintaining accurate documentation, and liaising with attorneys and courts as needed.
- Expungement of Records: Coordinated the expungement process for individuals seeking to clear their criminal records, ensuring compliance with all legal requirements and proper documentation.
- Security Awareness Coordinator: Led the security awareness program, educating staff and officers about data security protocols, confidentiality requirements, and best practices for safeguarding sensitive information.
- Compliance & Audits: Ensured compliance with state and federal regulations regarding the maintenance, security, and release of police records, conducting regular audits to ensure accuracy and compliance.
- Customer Service & Communication: Assisted the public, attorneys, and other agencies in obtaining police records, ensuring clear communication and prompt service while maintaining confidentiality.
Education
High School Diploma -
Hialeah High School
Hialeah, FL01-1991
Skills
- Customer service
- Positive attitude
- Listening skills
- Goal oriented
- Account management
- Document analysis
- Dedicated team player
- Administrative skills
- Prioritizing work
- Sensitive information handling
Certification
4-40 Insurance License (Florida)
Languages
Spanish
Native or Bilingual
Timeline
Account Coordinator
Assured Partners Insurance
05.2022 - Current
Office Assistant /Front Desk Receptionist
First Financial
03.2020 - 03.2022
Communications/Records Clerk Supervisor
City of Hialeah Gardens
05.1996 - 01.2022
4-40 Insurance License (Florida)
High School Diploma -
Hialeah High School
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