Loretta Sanchez
Las Vegas
Summary
Secure a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Account Manager
NFP
03.2019 - 06.2020
- Managed key account relationships, ensuring customer loyalty and retention.
- Prepared monthly reports summarizing account activities for upper management review.
- Attended industry conferences and events as a representative of the company.
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Utilized job-related software to input customer order details into system, accept payments and update accounts.
Executive Administrative Asst/Commercial Lines CSR
Western Risk Insurance
06.2004 - 03.2019
- Organized and maintained executive calendars, scheduled meetings, conferences, travel arrangements, and appointments.
- Developed filing systems to maintain confidential records of personnel information and business activities in accordance with company policies.
- Assisted in resolving claims disputes between customers and carriers.
- Reviewed renewal applications for accuracy before submitting them to underwriters.
- Worked closely with producers and brokers on new business opportunities while maintaining current accounts.
- Attended continuing education courses related to insurance regulations, laws, policies, coverages, procedures.
Commercial Lines CSR
Wegener Leavitt Insurance
03.1997 - 06.2004
Education
License - Insurance
Nevada School of Insurance
11.1995
GED -
Baldwin Park Adult And Community Education
Baldwin Park, CA10.1995
Skills
- Customer Service
- Documentation and Reporting
- Invoice Processing
- Certified in 10-Key
- Multi-Line Phone Proficiency
- Workers' Compensation Knowledge
- Account Management
- Application Submissions
- Underwriting
- CRM Software
- Client Retention
- Policy Renewals
- AMS, AMS 360
- Prime Software
- Microsoft Office and Excel
Certification
- CISR
- CPIW
Timeline
Senior Account Manager
NFP
03.2019 - 06.2020
Executive Administrative Asst/Commercial Lines CSR
Western Risk Insurance
06.2004 - 03.2019
Commercial Lines CSR
Wegener Leavitt Insurance
03.1997 - 06.2004
License - Insurance
Nevada School of Insurance
GED -
Baldwin Park Adult And Community Education
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