Summary
Overview
Work History
Skills
Timeline
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Marjo Wells

Summary

I am a licensed Insurance agent. CA Lic#0N06622

I built long-term relationships with my customers and enjoy helping them. I work well with others. I work equally well alone. I have a positive attitude, learn new tasks quickly, and have strong customer service skills

Overview

13
13
years of professional experience

Work History

Account Manager

USI Insurance
05.2024 - 03.2025
  • I am Primary contact between clients and carriers. I build and maintain strong relationships with carriers, vendors and clients.
  • I manage large and complex clients as the day to day contact; including new and renewal marketing, fielding questions and requests, strategic planning and coverage review.
  • I use my strong customer service and interpersonal skills for dealing with different types of customers and clients.
  • I provide resolution and support for employee issues such as contract clarification, enrolment and billing
  • I participate in meetings to discuss the details of a benefits program with employees and orienting new employees in terms of benefits.
  • I provide information to explain changes in benefits to employees and answering employee queries about benefits policies.
  • I ensure that policies are renewed on time so that they do not lapse.
  • I keep up my knowledge of state and federal laws and regulations about the processing of health, dental, vision and life benefits.
  • I am proficient in Microsoft Suite, Excel, Word, and PowerPoint.
  • I present information clearly and in a manner that is understandable to managers and employees.

Account Manager

Ames-Grenz Insurance Services
01.2018 - 04.2024
  • I used strong customer service and interpersonal skills for dealing with different types of customers and clients and used time management and multitasking skills in order to handle multiple tasks and clients at once.
  • I managed a portfolio of accounts, addressing any issues or concerns in a timely and effective manner.
  • I participated in meetings to discuss the details of a benefits program with employees and orienting new employees in terms of benefits.
  • I provided information to explain changes in benefits to employees and answering employee queries about benefits policies.
  •  I kept up to date on state and federal laws and regulations about the processing of health, dental, vision and life benefits.

Administrative Assistant to the Property Manager

Mariposa Management
04.2012 - 08.2020
  • I assisted the Property Manager in overseeing all aspects of property maintenance, including coordinating repairs and maintenance requests from tenants, vendors, and contractors.
  • I coordinated and scheduled property viewings, inspections, and maintenance work to ensure efficient operations and timely completion.
  • I managed tenant communications and inquiries, ensuring a high level of customer service and satisfaction.
  • I prepared lease agreements, rental applications, and other property-related documentation as needed to support property management operations.
  • I maintained accurate records of property expenses, rental payments, and tenant information to support financial and administrative processes.

Skills

  • Communication
  • Team Work
  • Customer Service
  • Problem Solving
  • Critical Thinking
  • New account creation
  • Management collaboration
  • Relationship building
  • Account management

Timeline

Account Manager

USI Insurance
05.2024 - 03.2025

Account Manager

Ames-Grenz Insurance Services
01.2018 - 04.2024

Administrative Assistant to the Property Manager

Mariposa Management
04.2012 - 08.2020

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Marjo Wells