Professional with experience in managing commercial accounts and driving business growth. Expertise in client relationship management, strategic planning, and financial analysis. Strong focus on team collaboration and achieving measurable results. Known for adaptability and reliability in meeting evolving business needs.
Overview
8
8
years of professional experience
Work History
Commercial Account Manager
Mike Gonzalez Agency
06.2023 - 09.2024
Conducted risk assessments to identify potential exposure and advise clients on mitigation strategies.
Developed and maintained strong relationships with clients through regular communication and follow-ups.
Provided support to producer(s) to benefit clients and to reach agency’s strategic business goals.
Managed comprehensive commercial insurance accounts, ensuring client satisfaction and retention.
Analyzed client needs to recommend tailored insurance solutions and coverage options.
Coordinated with underwriters to secure optimal policy terms and pricing for clients.
Customer Service/ Sales Representative
Farmers Insurance
06.2017 - 05.2023
Developed customized insurance plans based on client needs and risk assessments.
Conducted detailed policy reviews to ensure compliance with state regulations.
Educated clients on coverage options, enhancing understanding and satisfaction.
Managed client portfolios, providing ongoing support and policy updates.
Built strong relationships with clients through consistent communication and excellent customer service.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Analyzed claim patterns to recommend policy adjustments, reducing risk and preventing future losses.
Hostess
Perry’s Steakhouse and Grill
07.2016 - 06.2017
Greeted and seated guests, ensuring a welcoming atmosphere and seamless entry experience.
Managed reservation system, optimizing table turnover while minimizing wait times for patrons.
Monitored dining room flow, adjusting seating arrangements to accommodate large parties efficiently.
Demonstrated strong multitasking skills, balancing responsibilities such as answering phone calls, greeting guests, and updating reservation logs simultaneously.
Supported servers, food runners, and bussers with keeping dining area ready for every guest.
Maintained a clean and welcoming environment, ensuring the comfort of guests throughout their visit.
Assisted in training new host staff, sharing best practices for maintaining a professional demeanor and efficient work habits.
Customer Service Manager-Licensed Insurance Agent at Mike Bean State Farm AgencyCustomer Service Manager-Licensed Insurance Agent at Mike Bean State Farm Agency