Jessica De Anda
El Paso
Summary
Client Service professional experienced in managing renewals, strengthening client relationships, and collaborating with sales teams to deliver timely, high-quality insurance solutions. Adaptable, detail-oriented, and passionate about continuous improvement, client retention, and mentoring team members while maintaining compliance and service excellenceence.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
Account Manager
AIS Anderson Insurance Services
El Paso
07.2023 - Current
- Managed client accounts while ensuring timely communication with all clients.
- Developed tailored insurance proposals to meet specific client needs.
- Assisted clients in comprehending policy terms and navigating claims processes.
- Collaborated with underwriting teams to expedite approvals and resolve issues efficiently.
- Maintained accurate records of customer interactions within CRM system.
- Addressed customer inquiries regarding products and services promptly.
Commercial Lines Manager
Mt. Franklin Insurance Agency
El Paso
02.2013 - 07.2023
- Enhanced client relationships and service delivery through collaboration with sales teams.
- Explained coverage options to potential policyholders, addressing questions and concerns to facilitate informed decisions.
- Reviewed policy submissions for compliance with industry standards and regulations.
- Conducted training sessions on commercial insurance products and best practices, enhancing staff knowledge and service delivery.
- Completed continuous education to increase product knowledge and industry best practices.
- Facilitated weekly meetings to assess performance objectives, goals, and progress.
- Maintained accurate records of transactions related to commercial lines accounts.
- Cultivated strong relationships with clients, brokers, insurers, and key stakeholders to foster collaboration and trust.
Account Manager
The Abe Peinado Insurance Group
El Paso
04.2010 - 02.2013
- Managed client accounts, enhancing relationships through timely communication.
- Conducted regular account reviews to boost client satisfaction and retention rates.
- Resolved issues with challenging customers, utilizing effective problem-solving skills.
- Coordinated policy renewals and adjustments, ensuring accuracy in coverage.
- Generated leads through effective cold calling strategies.
- Provided training and guidance for new account managers to elevate performance.
- Trained new team members on company procedures and customer service standards.
Education
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZ10-2007
Bachelor of Science - Marketing
University of Phoenix
Tempe, AZ10-2007
Skills
- Effective communication
- Team collaboration
- Customer service
- Account management
- Time management
- Problem solving
- Customer relationship management
Certification
Property and Casualty General Lines Agent, Texas Department of Insurance, 2012
Timeline
Account Manager
AIS Anderson Insurance Services
07.2023 - Current
Commercial Lines Manager
Mt. Franklin Insurance Agency
02.2013 - 07.2023
Account Manager
The Abe Peinado Insurance Group
04.2010 - 02.2013
Bachelor of Science - Business Management
University of Phoenix
Bachelor of Science - Marketing
University of Phoenix