Jeanete Sanchez
Ontario,CA
Summary
Commercial insurance professional with 13 years of industry experience, including 5 years specializing in commercial lines. Proven ability to manage complex commercial portfolios, strengthen client relationships, and support operational improvements within fast-paced agency environments. Currently oversee servicing and strategic support of a $13M commercial book of business, while mentoring internal staff and collaborating across departments to deliver efficient, high-quality client service. Known for resolving complex coverage issues, improving workflows, and supporting team performance to maintain strong client retention and satisfaction.
Overview
1
1
Certification
Work History
Senior Account Executive – Commercial Lines
TPG Insurance Agency
- Oversee servicing and strategic management of a $13M commercial book of business across multiple industries while supporting department workflow, team collaboration, and client retention initiatives.
- Key Contributions
- Manage servicing and renewal strategy for 20–40 commercial accounts, ensuring strong client retention and long-term relationship development.
- Provide guidance and mentorship to Account Manager and service staff, including training support for Josh, McKenna, and a four-member Staffboom team, strengthening operational efficiency and team knowledge.
- Serve as a resource for resolving complex account issues, including coverage interpretation, underwriting challenges, and carrier negotiations.
- Build trusted client relationships by proactively identifying risk exposures, addressing service concerns, and recommending coverage solutions aligned with business needs.
- Coordinate closely with underwriting teams and carriers to secure policy approvals, resolve underwriting obstacles, and maintain service timelines.
- Contribute to agency operational improvements by identifying workflow gaps and supporting the implementation of more efficient servicing processes.
- Collaborate with multiple departments to ensure seamless service delivery across commercial lines, personal lines, and employee benefits accounts.
- Address escalated client service issues with professionalism and urgency, maintaining agency credibility and client confidence.
Commercial Account Manager
Adriana's Insurance Services
Rancho Cucamonga, CA
- Managed client portfolios to ensure optimal coverage and client satisfaction.
- Developed and implemented strategic account plans to drive business growth.
- Analyzed market trends to identify opportunities for improving service offerings.
- Collaborated with underwriting teams to streamline policy renewal processes.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Maintained required data in agency management system to follow corporate guidelines.
- Conducted regular account reviews with clients to assess their current needs, discuss potential concerns, and identify opportunities for additional business.
Education
High School Diploma -
Chaffey High School
Ontario, CA2001
Skills
- Commercial Lines Operations Leadership
- Commercial Account Management
- Client Retention & Relationship Management
- Agency Workflow & Process Improvement
- Department Coordination & Team Support
- Carrier & Underwriting Negotiation
- Complex Coverage Analysis
- Operational Efficiency & Service Delivery
- Client Problem Resolution
- Staff Mentorship & Training
Certification
California Licensed Property & Casualty Insurance Agent
Industry Expertise
- Construction
- Manufacturing
- Restaurants & Hospitality
- Retail Businesses
- Real Estate & Property Management
Languages
Spanish
Professional Working
Timeline
Senior Account Executive – Commercial Lines
TPG Insurance Agency
Commercial Account Manager
Adriana's Insurance Services
High School Diploma -
Chaffey High School