Summary
Overview
Work History
Education
Certification
Timeline
Generic

Lucero Gonzalez

San Bernardino,CA

Summary

Results-driven Commercial Lines Account Manager with fourteen years of experience in the insurance industry. Proven track record of effectively managing client accounts, optimizing policy coverage, and driving revenue growth. Skilled in building strong client relationships and collaborating with internal teams to deliver exceptional service. Excellent verbal and written communication skills. Work extremely well independently and under pressure. Professional, highly efficient, regularly handles confidential matters and personnel issues with the highest discretion. Excellent leadership and team building abilities, detailed and deadline oriented. Bilingual, English and Spanish.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Commercial Lines Account Manager

Bethany Insurance
01.2024 - Current
  • Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
  • Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
  • Managed policies with Admitted and Non-Admitted carriers. Coordinated with Managing General Agents to obtain policy information and renewal quotes, completing required Acord forms and supplemental applications.
  • Prepared Certificates of Insurance and processed endorsement requests promptly. Supported cancellation, audit, and claims processes.

Commercial Insurance Administrator

DMCG Inc
03.2023 - 01.2024
  • Managed and assessed multiple corporate insurance policies, tailored plans for corporations specific needs.
  • Company’s ambassador for any outstanding claims.
  • Coordinated with legal counsel in handling cases efficiently.
  • Successfully audited pre-existing policies, saving the corporation $30,000 within the first thirty days of employment.

Insurance Broker

Erika’s Insurance
03.2019 - 01.2021
  • Supported clients in obtaining commercial quotes, issuing policies, and overseeing renewal remarketing with admitted carriers
  • Coordinated appointments with existing and prospective clients.
  • Generated sales by recommending and educating clients on policies and add-ons.
  • Organized and prepared registration and title documents to transfer ownership of vehicles.

Insurance Broker/ Office Manager

Veronica's Insurance
01.2010 - 12.2018
  • Directed the sales team to reach targets, consistently meeting or exceeding office quotas.
  • Administered office accounting and bank deposits
  • Audited policy applications for errors and worked with underwriters to facilitate quick completion of the application process.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

Education

High School Diploma -

San Bernardino High School
San Bernardino, CA
06.2008

Certification

Property and Casualty Broker Agent License # 0I42958

Timeline

Commercial Lines Account Manager

Bethany Insurance
01.2024 - Current

Commercial Insurance Administrator

DMCG Inc
03.2023 - 01.2024

Insurance Broker

Erika’s Insurance
03.2019 - 01.2021

Insurance Broker/ Office Manager

Veronica's Insurance
01.2010 - 12.2018

High School Diploma -

San Bernardino High School

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Lucero Gonzalez