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Leonor Amarillo
Associate Account Manager
Laguna Niguel,CA
Work Preference
Summary
Account manager with extensive experience in driving revenue growth and enhancing client satisfaction. Proven ability to thrive in high-pressure environments while managing high-volume accounts and building strategic relationships. Strong analytical and problem-solving skills contribute to effective financial planning and decision-making. Track record of increasing revenue and maintaining high client loyalty through exceptional account management.
Overview
1
1
Language
1
1
Certification
16
16
years of professional experience
Work History
Associate Accounts Manager
Acrisure, LLC
Costa Mesa, California
01.2025 - Current
- Managed and serviced commercial property and casualty accounts, fostering strong client relationships.
- Coordinated account servicing activities with producers, clients, carriers, and underwriters for accurate client request completion.
- Supported renewal strategies, policy changes, endorsements, certificates, and other account management functions.
- Reviewed client needs and insurance programs to identify coverage opportunities for retention and growth.
- Maintained accurate account documentation in compliance with agency procedures and carrier requirements.
- Collaborated with internal teams to resolve account issues while ensuring high levels of client satisfaction.
Account Manager
The Wooditch Company
Irvine, CA
10.2022 - Current
- Provide dedicated and outstanding customer service to accounts, develop quotes, address issues, fulfill customer requests and provide recommendations regarding coverage, policies and premiums.
- Worked knowledge of Property and Casualty accounts such as Commercial lines Construction coverage and markets.
- Managed commercial accounts in quoting, changes, renewals, certificates, coverage review, billing and claims.
- Marketed/quoted new business and account renewals obtaining competitive coverage/cost ratios for the client.
- Experience with multiple carrier underwriters and online rating portals.
- Update policies that were written or renewed, log activities to document client meetings and carrier follow-ups.
- Identified and retrieved relevant compliance documentation necessary to process renewal, invoices, and surplus lines filing.
- Performed necessary activities or supported a senior team member in the initiating a renewal processing an invoice, issuing auto id's, processing surplus lines, issuing emergency certificates, resolving account discrepancies, initiating endorsements and process other client requests.
- Skills used effective time management and clear communication with assistants, producers and underwriters.
E-Commerce Customer Service Manager
Sleekshop.com
Tustin, CA
09.2010 - 03.2021
- Responsible for the development and ongoing evolution of the company's internet based methods.
- Actively identifying areas where processes and systems can be improved so that costs can be saved or revenue increased.
- Recruits and manages cross-functional team members to support eCommerce growth initiatives.
- Being a point of escalation for all customer service issues and acting on customer feedback.
- Upkeep, maintenance and constant improvement of website
- Works directly with internal resources regarding day to day management of the website
- Ensuring consistently high levels of customer excellence at all times
- Chargeback Analyst - Transaction authentication, chargeback resolution, risk monitoring, dispute evaluation & fraud investigation.
- Vigilant and insightful individual with strong background in customer complaint evaluation and validity along with solid knowledge of handling reviews of purchases and receipts.
- Hands-on experience in preventing fraudulent activities by putting in place core anti-fraud initiatives.
Education
High School Graduate -
Century High School
Santa Ana06.1999
Orange Coast College
Costa Mesa, CASkills
- Conflict resolution
- Client documentation
- Quoting processes
- Customer relationship management
- Compliance documentation
- Time management
- Policy delivery
- Policy renewals
- Time management abilities
- Problem-solving aptitude
- Underwriter collaboration
- Organizational skills
Languages
Spanish
Management
- Analyzes information, solves problems and works with minimal supervision.
- Ability to work in teams to solve issues and initiate new ideas.
- Ability to drive sales with creative marketing ideas.
Languages
Spanish
Professional
Certification
Property & Casualty Broker-Agent License
Timeline
Associate Accounts Manager
Acrisure, LLC
01.2025 - Current
Account Manager
The Wooditch Company
10.2022 - Current
E-Commerce Customer Service Manager
Sleekshop.com
09.2010 - 03.2021
High School Graduate -
Century High School
Orange Coast College