MARTIN SANTILLAN
Fullerton,CA
Summary
Licensed professional with over 15 years of experience providing skilled policy administrative and operational support primarily within the Property and Casualty (Commercial/Residential) and Healthcare Industry.
Familiar with various carrier rating platforms for carriers such as Chubb, Great American, Hartford, Travelers and Zurich among others.
An experienced agent with a keen ability to multitask a variety of responsibilities, adaptable in any environment, serving as a liaison between departments; coordinating with clerical and carrier staff in providing administrative or operational support.
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Insurance Agent
Yardi
Santa Ana, CA
08.2016 - 07.2023
- Assessed customer risk levels and recommended appropriate coverage options.
- Maintained or exceeded the required minimum call requirement; 40-50 calls per day.
- Provided customers with information regarding plan features, pricing, and availability.
FREELANCE ADMINISTRATOR
MHC SUPPLIES (Temporary Assignment)
Fullerton, CA
02.2015 - 11.2015
- Assisted in transitioning employer to an excel tracking and inventory platform
- Trained or provided assistance in the use of excel on an individual basis
- Obtained employer a 10% rate relief on their Business Owners Policy (BOP) by converting them to a quarterly reporting schedule in lieu of an annual reporting schedule
- Verified and or reviewed existing policies for coverage deficiencies and or accuracy
- Provided assistance on phone relief as needed as well as processing in-coming or out-going mail.
CERTIFIED ENROLLMENT COUNSELOR
ANTHEM BLUE CROSS/WELLPOINT (Temp)
Diamond Bar, CA
03.2014 - 01.2015
- Obtained designation as a Certified Enrollment Counselor thru Covered California
- Enrolled members on new Health Plans within the Marketplace
- Volunteered on special projects and assignments for our Department, such as the development of a Training Guide Procedure Manual.
ACCOUNT MANAGER
SES INSURANCE BROKERAGE SERVICES, INC.
Orange, CA
09.2001 - 12.2013
- Managed the marketing efforts of new and renewal accounts
- Presented New and Renewal proposals in a collaborated effort with producers
- Developed custom analytical reports for our clients, carriers, and producers to review
- Identified cross-selling opportunities and presented the values in the coverage's
- Increased annual premiums on this particular account from $120,000 to $720,000 within 5 years
- Negotiated with carriers and re-insurers on issues such as coverage's, premiums, among other terms and conditions
- Assisted in the maintenance of our in-house proprietary systems, as well as with the collaborated efforts of client training via web or in-person visits
- Audited accounts for past due premiums and worked in a collaborated effort to resolve those issues
- Assisted with claim loss run analysis and placement of insurance programs.
Education
HIGH SCHOOL - GENERAL STUDIES -
GILBERT EAST H.S.
06.1991
Skills
- Computer savvy (experienced with Microsoft software Word/Excel/Outlook)
- Bilingual able to read, write and speak in Spanish
- Experienced with multiple Operating Systems such as TIMS, Applied, SalesForce, FSC Rater, Lync among others
- Knowledgeable in various departments within the insurance industry; Account Management, Customer Service, Claims, Operations, Sales and Underwriting
- Resourceful in Time Management
- Active learner, with a welcoming versatility to be cross-trained
- Tactful abilities of persuasion, negotiation and with a conscious awareness of social perception
- Ability to manage or resolve complex problem in a timely manner
- Client Relations
- Policy Renewals
- Asset Protection Expertise
- Insurance Sales Strategy
- Policy Knowledge
- Risk Mitigation
- Client Account Management
Tools And Technology
Experienced in various industry standard operating systems such as Microsoft Outlook, Word, Excel, Windows, TIMS, Applied, SalesForce, FSC Rater, Lync and others.
Personal Information
Title: ACCOUNT MANAGER
Certification
- Licensed Property and Casualty Insurance Agent/Broker.
Languages
Spanish
Professional
References
References available upon request.
Timeline
Insurance Agent
Yardi
08.2016 - 07.2023
FREELANCE ADMINISTRATOR
MHC SUPPLIES (Temporary Assignment)
02.2015 - 11.2015
CERTIFIED ENROLLMENT COUNSELOR
ANTHEM BLUE CROSS/WELLPOINT (Temp)
03.2014 - 01.2015
ACCOUNT MANAGER
SES INSURANCE BROKERAGE SERVICES, INC.
09.2001 - 12.2013
HIGH SCHOOL - GENERAL STUDIES -
GILBERT EAST H.S.