Jeanette Valdez
Frisco
Summary
Enthusiastic and dedicated professional who strives to meet her fullest potential by setting goals early on and helping others also achieve their goals for the company’s improvement. Exceptional ability to develop and maintain cooperative professional relationships with staff members and administrators. Highly motivated and dedicated with a commitment to quality customer service. Years of experience in the insurance industry has given the ability to build customer confidence by providing timely and accurate servicing of the accounts, processing of policies, certificates, endorsements and cancellations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Saffe Property & Casualty L.P.
01.2024 - Current
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
- Provided extensive support in sales, technical and business areas to key accounts.
- Underwrite and quote new business/renewals.
- Invoicing
- Endorsements
- Certificates
- Quote new business
- Re-Market Renewals
- Produce
- Familiar with AMS
Inside Underwirter
CRC Transportation
10.2019 - 12.2024
- Underwriting Policies Maintain relationships with markets and brokers
- Maintain a profitable book of business
- Assist with placing new business
- Maintain New business and Retention
- Remarket prospects to meet specific needs
- Binding Policies
- Endorsements
- Customer Service
Senior Insurance Producer
Stay Kalm, LLC
10.2017 - 10.2019
- Familiar with the following carriers: Liberty Mutual, Hallmark, Wilshire, Canal NICO, Progressive, American Sentinel, CTC, National General, Texas Mutual
- Binding Policies
- Endorsements
- Customer Service
- Policy review
- Maintain a profitable book of business
- Assist with placing new business
- Maintain New business and Retention
- Remarket prospects to meet specific needs, for property and casualty accounts
Commercial Service Team
Insureon Insurance Agent
02.2015 - 09.2017
- Servicing Property and Casualty Accounts:
- Familiar with the following carriers: Liberty Mutual, BTIS, SIS, The Hartford, Acuity, Burns and Wilcox, Philadelphia, Endurance, USLI, Hiscox, Traveler’s, and First Comp
- Endorsements
- Customer Service
- Policy review
Education
High School Diploma -
Trinidad “Trini” Early College High School
Dallas, TexasBachelor of Business Administration -
West Coast University
05-2026
Skills
- Organizational Skills
- Strong Relationship Management Skills
- Continuously seek professional development to improve customer service techniques
- Capacity to handle: High volume calls, and correspondence with great customer service Ability to achieve and identify customer needs to find quick solutions
- Computer Skills: Microsoft Word, Excel, Power Point, etc
Certification
- Credentials:
- P & C Licensed Texas Property and Casualty – Insurance Agent
Languages
Spanish
Limited Working
Timeline
Senior Account Manager
Saffe Property & Casualty L.P.
01.2024 - Current
Inside Underwirter
CRC Transportation
10.2019 - 12.2024
Senior Insurance Producer
Stay Kalm, LLC
10.2017 - 10.2019
Commercial Service Team
Insureon Insurance Agent
02.2015 - 09.2017
High School Diploma -
Trinidad “Trini” Early College High School
Bachelor of Business Administration -
West Coast University