Lisa Garcia
Lindale,TX
Summary
Seasoned insurance sales agent with over 20 years of experience specializing in Commercial, Auto, Home, and Life insurance. Demonstrated expertise in client relationship management, policy sales, and account servicing. Proven ability to identify coverage gaps and provide tailored insurance solutions. Eager to contribute to a forward-thinking company with a strong focus on customer service and ethical sales practices.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
Aegis Insurance and Financial Services
Bellaire, TX
12.2022 - Current
- - Fostered strong client relationships, ensuring high satisfaction and retention.
- Identified and addressed potential risk areas in client policies, enhancing coverage and security.
- Crafted and negotiated proposals for new business, renewals, and policy adjustments.
- Streamlined account review processes, uncovering opportunities for additional services and savings.
- Maintained rigorous compliance with industry regulations and carrier requirements, safeguarding client interests.
Commercial Account Manager
King Phillips Insurance/InsurTrust Insurance
Houston, TX
06.2014 - 12.2022
- New policies, payments, endorsements…etc…
- Developed and implemented strategies to increase customer retention.
- Managed client accounts, including providing guidance on product selection.
- Negotiated terms of contracts with clients to maximize profitability.
- Consulted with customers to identify their needs and develop customized solutions.
- Performed regular financial analysis of customer accounts to ensure accuracy of billing information.
- Communicated regularly with clients regarding progress updates, changes in services, or other issues.
- Responded promptly to inquiries from internal staff regarding customer accounts.
- Prepared financial agreements and invoiced transactions for client accounts.
- Pursued payment requests on past due accounts, utilizing credit and collection policies and requested cancellations.
- Assisted clients with completing claim requests, facilitated prompt response from carriers and followed up with claim status.
- Assessed client needs, provided quotations, and made recommendations for services.
- Listened to customer needs to identify and recommend best products and services.
Account Representative
Wallace Tabbara Farmers Insurance
Houston, Tx.
04.2010 - 06.2014
- Customer service,Payments,Policy changes, Issuance of policies opening and closing.
- Provided excellent customer service to ensure client satisfaction.
- Developed and maintained strong relationships with clients, vendors and colleagues.
- Reviewed contracts, invoices and other documents for accuracy.
- Resolved customer complaints in a timely manner.
- Maintained good rapport with customers and internal departments by proactively handling complex customer issues.
- Received and processed client payments and updated accounts.
- Addressed and resolved client concerns and issues in a timely and effective manner.
- Listened to customer needs to identify and recommend best products and services.
- Operated register, handled cash and processed credit card transactions.
Customer service
Statefarm Insurance
Houston, Tx.
04.2009 - 04.2010
- Ie, handling payments/refunds, policy changes,issuance of policies.
- Answered customer inquiries over the phone and through email.
- Provided customers with product information and resolved their issues in a timely manner.
- Conducted regular follow-up calls with customers after purchase completion.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Collected deposits or payments and arranged for billing.
- Strengthened customer retention by offering discount options.
Account Manager
Abc Insurance Services,Inc
Houston, Tx.
07.2002 - 04.2009
- Negotiated contracts with clients to maximize profitability.
- Analyzed client data and identified opportunities for growth.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Generated leads through cold calling activities.
- Renewed existing accounts by building relationships with clients.
- Addressed customer questions and concerns regarding products and services.
- Identified customer needs by asking questions and advising on best solutions.
- Operated register, handled cash and processed credit card transactions.
Service Representative
Titan Auto Insurance
, Tx.
01.2001 - 02.2002
- Greeted customers and answered inquiries in a professional manner.
- Provided excellent customer service by addressing customer needs in a timely fashion.
- Processed payments via cash, check, or credit card transactions.
- Resolved customer complaints promptly and efficiently.
- Managed incoming calls from customers seeking assistance with their orders or other services.
- Resolved customer concerns with friendly and knowledgeable service.
- Updated accounts with recent information and processed customer payments.
- Answered inbound calls, chats and emails to facilitate customer service.
- Supported sales team members to drive growth and development.
- Collected deposits or payments and arranged for billing.
Education
John Tyler High School Tyler
01.1986
Skills
- - Client Relationship Management
- Risk Assessment
- Policy Renewals
- Account Servicing
- Coverage Verification
References
References
Available upon request
Languages
English
Professional
Spanish
Professional
Certification
- P & C License, - 2009
- Licensed Commercial Account Manager - 2014
- Certified Notary Public, The State Of Texas - Current
Timeline
Commercial Lines Account Manager
Aegis Insurance and Financial Services
12.2022 - Current
Commercial Account Manager
King Phillips Insurance/InsurTrust Insurance
06.2014 - 12.2022
Account Representative
Wallace Tabbara Farmers Insurance
04.2010 - 06.2014
Customer service
Statefarm Insurance
04.2009 - 04.2010
Account Manager
Abc Insurance Services,Inc
07.2002 - 04.2009
Service Representative
Titan Auto Insurance
01.2001 - 02.2002
John Tyler High School Tyler
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