Managed insurance servicing needs for premium accounts, ensuring comprehensive support and satisfaction.
Overview
20
20
years of professional experience
Work History
Success For All
05.2007
Test bilingual students in their English proficiency.
Lourdes Chavez
Transportation Specialist
Flor & Associates Insurance Agency
01.2019 - 02.2020
Engage with customers as a risk coach to help them understand their insurance needs and requirements. Working with transportation team on Transportation Designation using information to educate clients on the industry. Create and process all certificates of insurance required and requested by insureds and carriers. Gather and process all information for renewing accounts in a timely manner to insured customer retention. Assist in processing any requested endorsements and its respective financing if needed. Have studied all current carrier markets and conducted round table meetings with team to insure awareness of company appetites and submission requirements.
Manager- Leo Benato
Commercial Underwriting
Licona Insurance Group
02.2014 - 01.2019
Take care of customer service issues for our commercial lines departments to ensure resolution and customer satisfaction, in charge of training new employees on office processes and protocol, including information acquisition, quote submission, bind requests and all related paperwork. Submit all applications for prospects to obtain their quotes, processed any required changes to active policies with respective carriers. Oversaw employees, acted as interpreter for customers and carrier reps or claims adjusters.
Office Manager-Customer Service
Manager- David Licona
Customer Relations Specialist
Crystal Martinez State Farm
04.2012 - 09.2013
Assist agent in dealing with all underwriting questions from employees, or customers. Acted as a resolutions specialist for customer complaints making sure policies were up to date, underwriting issues solved and customer inquiries answered. Help train in new system rollouts as the agency Change Ambassador being the first in the team to learn and use system changes then transferred knowledge to agent and team members, oversaw office and employees as needed. Dealt with all service both for customers and main office.
Manager: Crystal Martinez
Multiple Lines Representative
Licensed in the following: Property and Casualty Damage Insurance, Life Insurance, Health Insurance
Legal Assistant
Law Office of Jorge Herrera
09.2011 - 04.2012
Filed and created motions as needed or requested by attorney for municipal, family or criminal courts. Created and maintained the attorney’s calendar on a weekly basis for all dockets and all courts, making certain attorney had all required information and documentation needed for each case. Kept contact with different courts for resolutions, reschedules, dispositions and appointments. Assisted all incoming calls and walk in customers.
Manager: Jorge Herrera
Head of Citation Department
Law Office of Ruben Ortiz
05.2010 - 09.2011
Assisted all new and returning customers with questions on the citation process and filling out their contract, created and filed motions for the municipal court as needed, daily municipal docket for attorney. Create and send disposition letters to customers at the conclusion of their case.
Manager: Angelica Vitali
Multiple Lines Representative
State Farm Insurance
09.2008 - 09.2009
Provide customer service, sales and support for underwriting.
Delma Gonzalez (Agent)
Licensed in the following: Property and Casualty Damage Insurance, Life Insurance, Health Insurance
Josefa L Sambrano Elementary (internship)
01.2006 - 12.2007
Create and conduct my own lessons, assist the teacher in daily tasks as needed, and gain experience in the education field.
Ms. Maribel Corral
Assistant Manager
SuperCuts
11.2003 - 09.2007
Customer service, manage receptions area and inventory, daily opening or closing of store, watch over stylist hours and production.
Armida Rubalcava/ Hilda Martinez
Fred Loya Insurance
04.2000 - 07.2001
Customer service, quotes, sales and closing.
Miguel Zepeda
Education
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University of Texas at El Paso
01.2007
Skills
Facilitated effective communication and resolution of inquiries for Spanish-speaking accounts in the trucking sector