JANICE MAY A HERNANDEZ
Arleta,CA
Summary
Dynamic insurance professional with a proven track record at Freeway Insurance America LLC, excelling in policy analysis and client retention. Adept at developing tailored insurance solutions and fostering strong relationships, I leverage my active property and casualty license to enhance customer satisfaction and drive referral business. Committed to delivering exceptional service and support.
Overview
9
9
years of professional experience
Work History
Insurance Broker
Freeway Insurance America LLC
11.2023 - Current
- Developed personalized insurance solutions based on client needs and preferences.
- Conducted thorough risk assessments to determine appropriate coverage levels.
- Utilized CRM software to manage client interactions and streamline communication.
- Collaborated with carriers to negotiate competitive policy terms for clients.
- Maintained accurate records of client information and policy details in compliance with regulations.
- 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.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Provided ongoing support and claims assistance to ensure client satisfaction.
- Educated clients on policy options, benefits, and potential risks effectively.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Calculated quotes and educated potential clients on insurance options.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
LICENSED INSURANCE PROFESSIONAL
ALLSTATE INSURANCE -HARSOLIA AGENCY
05.2023 - 11.2023
- Provided expert guidance on insurance products, ensuring clients made informed decisions.
- Conducted thorough assessments of client needs to recommend tailored insurance solutions.
- Assisted clients with policy inquiries, clarifying coverage details and terms effectively.
- Maintained accurate client records and documentation in compliance with industry regulations.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Calculated quotes and educated potential clients on insurance options.
Service Agent/Data Entry Clerk
LIFE ALERT
07.2022 - 03.2023
- Entered and updated data in company databases with high accuracy
- Managed electronic filing systems to ensure data integrity and accessibility
- Conducted regular audits of records to identify discrepancies and resolve issues
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
- Sorted documents and maintained organized filing process.
- Delivered exceptional customer service in high-pressure environments, ensuring customer satisfaction and loyalty.
- Managed service inquiries efficiently, resolving issues while adhering to company policies and protocols.
- Utilized CRM software to track customer interactions, improving response times and issue resolution efficiency.
- Delivered prompt service to prioritize customer needs.
- Verified accuracy of data entered into system to produce error-free reports.
- Delivered exceptional customer service to enhance client satisfaction and loyalty.
- Resolved client inquiries efficiently, ensuring timely responses and accurate information.
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Processed transactions accurately using point-of-sale systems to ensure seamless operations.
Licensed Insurance Customer Service Agent
Sitel Group (Company Former Name-currently Foundever)
11.2016 - 02.2022
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Managed high call volumes while maintaining quality service and customer satisfaction.
- Supported escalated issues by coordinating with management for timely resolutions.
- Demonstrated empathy in handling difficult situations, fostering trust and loyalty among customers.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Utilized strong problem-solving skills to quickly identify and address customer issues.
- Clearly communicated product features and benefits, helping customers make informed decisions about their purchases.
- Addressed customer account discrepancies and concerns.
Education
High School Diploma -
Colegio De Sta Rosa
Makati, Philippines04-2023
High School Diploma -
Colegio De Sta Rosa
Makati, Philippines03-1997
Skills
- Policy analysis
- Policy expertise
- Customer advocate
- Relationship development skills
- Customer service
- Customer follow-up
- Client needs analysis
- Upselling
- Deductible expense identification
- Lead development
- Prospective client identification
- Relationship building
- Insurance eligibility
- Customer complaint resolution
- Data entry
- Policy changes
- Billing procedures
- Financial needs assessment
Languages
English
Tagalog
Timeline
Insurance Broker
Freeway Insurance America LLC
11.2023 - Current
LICENSED INSURANCE PROFESSIONAL
ALLSTATE INSURANCE -HARSOLIA AGENCY
05.2023 - 11.2023
Service Agent/Data Entry Clerk
LIFE ALERT
07.2022 - 03.2023
Licensed Insurance Customer Service Agent
Sitel Group (Company Former Name-currently Foundever)
11.2016 - 02.2022
High School Diploma -
Colegio De Sta Rosa
High School Diploma -
Colegio De Sta Rosa