Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Maribel Fierro

San Diego,CA

Summary

Seasoned Licensed Insurance Account Manager known for high productivity and efficient task completion. Specialize in policy management, client relationship building, and risk assessment strategies. Excel in communication, problem-solving, and adaptability, ensuring smooth operations and client satisfaction.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Licensed Insurance Account Manager

Sunroad Insurance Services
Chula Vista, CA
03.2022 - Current
  • Maintained accurate records of customer accounts, including billing information and payments received.
  • Participated in professional development seminars and workshops related to insurance products and services.
  • Advised clients on potential risks associated with various policies.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Ensured compliance with state regulations by monitoring changes in the industry landscape.
  • Processed claims efficiently by following established procedures and providing timely feedback to customers.
  • Achieved repeat business and referrals through personalized services.
  • Performed risk management assessments for clients.
  • Reviewed existing policies regularly to ensure they are up-to-date with current regulations and market conditions.
  • Recognized potential problems before they arise and took corrective action when necessary.
  • Assisted in resolving any discrepancies between customer expectations and actual results.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Managed customer relationships through regular communication and follow-up activities.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Developed and implemented insurance plans for clients according to their needs.
  • Assisted in the preparation of client proposals and presentations.
  • Provided consultations regarding coverage, policy limits, and other related information.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Worked effectively in team environments to make the workplace more productive.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Completed day-to-day duties accurately and efficiently.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.

Licensed Insurance Agent

Allstate Al Renteria Agency
San Diego, CA
04.2019 - 03.2022
  • Achieved repeat business and referrals through personalized services.
  • Provided guidance and support to less experienced agents during onboarding process.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Maintained accurate records of client information including contact details and policy changes.
  • Identified opportunities for cross-selling additional policies or services to existing customers.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Exceeded company sales goals for new policies.
  • Advised clients on their insurance needs and coverage options based on individual requirements.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Resolved disputes between customers and insurers by researching and interpreting policy language.
  • Provided assistance with billing inquiries, payment processing, and customer service issues.
  • Developed appropriate quotes based on risk information.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Responded to customer inquiries and problems to promote great service.
  • Performed routine follow-up calls to assess customer satisfaction with products and services.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Collaborated with internal teams such as Underwriters and Claims Adjusters to ensure accuracy.
  • Responded promptly to customer inquiries via phone calls or emails in a professional manner.
  • Researched complex underwriting issues and provided solutions for customers' satisfaction.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Conducted customer needs assessments to identify appropriate coverage levels and options.
  • Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
  • Upsold products to policyholders and potential new clients.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Managed household errands and other essential duties.

Education

Associate of Arts - Business Administration

Southwestern College
Chula Vista, CA
06-1998

Skills


  • Insurance underwriting
  • Account analysis
  • Policy management
  • Claims handling
  • Risk management solutions
  • Premium payments
  • Quote development
  • Client needs assessment
  • Industry trends
  • Policy delivery
  • Premium calculation
  • Policy sales
  • Billing procedures
  • Problem-solving aptitude
  • Quality assurance requirements
  • Client relations
  • Customer referrals
  • Policy adjustment
  • Attention to detail
  • Self motivation
  • Critical thinking
  • Customer complaint resolution
  • Time management abilities
  • Product knowledge
  • Update records
  • Problem-solving abilities
  • Policy changes
  • CRM software
  • Cross-promote products
  • Interpersonal communication
  • Excellent communication
  • Problem-solving
  • Conflict resolution
  • Data entry
  • Customer retention
  • Analytical thinking
  • Professional demeanor
  • Policy renewals
  • Goal setting
  • Communication skills
  • Written communication
  • Property insurance

Certification

  • CALIFORNIA INSURANCE AGENT LICENSE

Languages

Spanish
Full Professional

Timeline

Licensed Insurance Account Manager

Sunroad Insurance Services
03.2022 - Current

Licensed Insurance Agent

Allstate Al Renteria Agency
04.2019 - 03.2022

Associate of Arts - Business Administration

Southwestern College

Similar Profiles

CREATE PROFILE
Maribel Fierro