MARIA BECERRA
Prescott,AZ
Summary
Results-focused, performance-driven, and strategic professional with comprehensive experience in sales and account operations, encompassing new business development, product promotion, and market penetration. Adept at training and leading people to attain set goals successfully. Expert at securing and establishing long-term relationships and alliances with key clients. Excellent at identifying opportunities, maximizing client base, and obtaining renewal and additional lines of business. "Proven expertise in delivering exceptional customer service, with strong communication skills, problem-solving abilities, and a commitment to enhancing customer satisfaction."
Overview
2024
2024
years of professional experience
1
1
Certification
Work History
Estate Manager
Family Trust
Menifee , CA
2019.11 - 2023.06
- Documented and managed household inventory records, maintaining accurate tracking of supplies and equipment.
- Managed the scheduling and supervision of vendors involved in maintenance, repair, and cleaning tasks.
- Monitored financial performance to ensure compliance with budgetary requirements.
- Implemented and ensured adherence to fund management guidelines within the estate.
- Established and maintained high standards for cleanliness, hygiene, and orderliness in the house.
- Upheld federal and state regulations for resident information confidentiality.
- Scheduled and planned doctor appointments and visits.
STRATEGIC ACCOUNT MANAGER
American Fidelity
, CA
2012.01 - 2019.01
- Conduct research and promptly answer calls and written requests by checking contract provisions with different departments at the home office for school districts.
- Demonstrate skills in completing various initiatives to meet set-forth requirements, which include:
- Benefits and retirement programs, including medical, dental, vision, life insurance, short and long-term disability, and 403b.
- Educating customers on Section 125.
- Full understanding of all products and services offered by AFA and brokers for states that I was licensed in to present benefits, make contract provisions, and understand application requirements and sales forms;
- Comprehensive knowledge of compliance changes and participation in continuing education programs for state insurance licenses, as well as FINRA licenses.
- Conduct Dependent Verification Reviews to help districts reduce medical costs while communicating medical rate increases, co-pays, annual deductibles, and different medical, vision, and dental plans
- Closely coordinate with colleagues to guarantee proper planning and execution of collaborative sales methods for each school district, school site, and school union
- Assume accountability in developing and initiating direct sales and new retention processes and procedures
- Render assistance with online enrollments by delivering information for product and service questions answered by AFES or AFES account manager
- Communicate coverage or policy changes, quote insurance rates to existing customers while resolving billing issues, and educate new hires on all available coverages
- Generate payroll deduction reports for school districts and make sure that they were accurately recorded in Excel and Salesforce
- Maintain active participation in CTA and CSEA chapter meetings to plan, problem-solve, and discuss procedural updates.
- Collect employee data from school districts, ensure its accuracy and compliance with privacy laws, then securely send it to corporate using secure methods
Chief Operating Officer
T&M Consulting
Corona , CA
Business Development Executive
Shalimar Escrow
Riverside , CA
Executive Branch Manager
Transamerica Financial Services
Upland , CA
Education
Certificate Financial/Auditing -
Riverside Community College
Riverside, CASkills
- Experienced Account Manager and customer service representative with strong communication, relationship-building, and problem solving abilities.
- Proven expertise in: managing multiple accounts, resolving client issues efficiently, and driving customers satisfaction. Proficient in maintaining detailed client records. Adept at collaborating with internal teams and adapting to evolving client needs. Highly organized with a strong attention to detail and the ability to thrive in fast-paced environments while delivering excellent service.
Certification
- California Notary Public
- Series 6: Financial Industry Regulatory Authority
- Series 63: Financial Industry Regulatory Authority
- Life/Health License: California Department of Insurance
References
References available upon request.
Timeline
Estate Manager
Family Trust
2019.11 - 2023.06
STRATEGIC ACCOUNT MANAGER
American Fidelity
2012.01 - 2019.01
- California Notary Public
- Series 6: Financial Industry Regulatory Authority
- Series 63: Financial Industry Regulatory Authority
- Life/Health License: California Department of Insurance
Chief Operating Officer
T&M Consulting
Business Development Executive
Shalimar Escrow
Executive Branch Manager
Transamerica Financial Services
Certificate Financial/Auditing -
Riverside Community College
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