Results-driven insurance operations professional managing workflows and staff scheduling to optimize client support. Review policy files for accuracy, coordinate service responses, and resolve complaints efficiently. Train team members on compliance procedures while monitoring performance to meet sales objectives. Collaborate across departments to improve operational efficiency and strengthen client relationships.
Overview
2
2
Languages
1
1
Certification
2
2
years of post-secondary education
21
21
years of professional experience
Work History
Commercial Department Manager
Adriana’s Insurance Services
Rancho Cucamonga, California
01.2006 - Current
Lead and manage a team of 15 employees in the Department, ensuring that all tasks are completed efficiently and on time.
Managed department workflows for insurance service operations and client support.
Supervised staff scheduling, coaching, and daily task assignments across service teams.
Trained team members on service procedures, compliance, and office standards.
Coached and trained new staff on department policies and procedures to enhance service delivery.
Monitored department performance and adjusted work priorities for Adriana's Insurance Services.
Resolved customer complaints promptly and professionally in order to maintain good relationships with clients.
Resolved client concerns/ complaints regarding claims , department of insurance complaints
Collaborated with other departments to streamline operations across multiple teams and offices.
Ensured department met sales and profit objectives through waste reduction and revenue generation initiatives.
Executed targeted merchandising and promotional plans to meet department sales goals premium and broker fees.
Monitored daily sales figures to track trends in customer buying behavior.
Cultivated talented team of departmental employees through outstanding mentoring, coaching, and teaching skills.
Modeled supportive leadership qualities, motivating staff to achieve department goals and promote staff participation and team building.
Identified training needs among staff members and organized relevant workshops accordingly.
Facilitated quarterly meetings with management to review departmental strategies. with senior management to review departmental goals and objectives.
Organized and held in person trainings with our international office locations.
Led team meetings to communicate targets, share updates, and gather feedback.
I obtain carrier appointments and develop the commercial department by training staff, offices.
I acted as a sales representative for the company by representing them in conventions and events held by the owner.
Prepared reports, correspondence, and internal updates for department operations.
I acted as a sales representative for the company by representing them in conventions and events held by the owner.
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