Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Core Competencies
Timeline
Generic
Mary Catherine West
Open To Work

Mary Catherine West

Licensed Insurance Agent
San Antonio,TX

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Commercial Lines Account ManagerLicensed Insurance Agent IIPersonal Lines Sales AgentPatient Service RepresentativeMedical Front Desk Receptionist

Work Type

Full Time

Location Preference

RemoteOn-SiteHybrid
Location: San Antonio, TX
Open to relocation: Yes

Salary Range

$50000/yr - $65000/yr

Summary

Highly adaptable administrative and insurance professional with over two decades of expertise in client relations, operational workflow management, and regulatory compliance. Licensed in General Lines for Property & Casualty, as well as Life & Health, Demonstrates advanced technical proficiency and a systematic approach to policy management, underwriting support, and documentation review. Fully authorized to work in the US; geographically mobile and willing to relocate.

Knowledgeable insurance representative promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.

Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Commercial Lines Account Manager

Insurance One Agency
San Antonio
02.2026 - 03.2026
  • Managed client accounts and ensured comprehensive coverage for commercial clients.
  • Coordinated policy renewals, endorsements, and updates for existing accounts.
  • Resolved client inquiries and issues promptly to enhance customer satisfaction.
  • Assisted customers in filing claims as needed.
  • Analyzed data from multiple sources to create reports that informed decisions about policy changes or adjustments.
  • Built strong working relationships with underwriters to secure favorable terms and pricing for clients.
  • Conducted account reviews to identify opportunities for additional revenue or cost savings.

Licensed Insurance Agent II

USAA
San Antonio
12.2025 - 01.2026
  • Assisted clients in selecting appropriate insurance coverage options.
  • Educated customers about policy details and benefits.
  • Resolved customer inquiries and provided timely support.
  • Collaborated with team members to enhance service delivery standards.
  • Utilized CRM systems to track client interactions efficiently.
  • Participated in training sessions to stay updated on industry changes.
  • Provided assistance with billing inquiries, payment processing, and customer service issues.
  • Responded promptly to customer inquiries via phone calls or emails in a professional manner.
  • Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
  • Upsold products to policyholders and potential new clients.
  • Researched complex underwriting issues and provided solutions for customers' satisfaction.
  • Performed routine follow-up calls to assess customer satisfaction with products and services.

Personal Lines Sales Agent

Goosehead Insurance
San Antonio
09.2023 - 09.2024
  • Administered personal line policies, executing comprehensive lifecycle management.
  • Completed advanced three-month continuing education and operational training protocols.
  • Facilitated billing inquiries, endorsement processing, and new business policy formulation.
  • Utilized Salesforce CRM concurrently with over 100 disparate carrier portals to generate structured quotes.
  • Navigated complex, multi-state regulatory environments, including specialized training in East Coast policies (e.g., New York auto regulations).

Patient Service Representative

Gonzaba Medical Group
San Antonio
05.2023 - 09.2023
  • Managed dynamic scheduling matrices for physicians, specialists, and mid-level providers via the Centricity system.
  • Processed clinical directives, including prescription refill authorizations and intra-departmental communications, strictly adhering to HIPAA protocols.
  • Executed real-time logistical coordination between local hospital networks and GMG Hospitalists for admitted patient orders.

Medical Front Desk Receptionist

San Antonio Infectious Diseases Consultants
San Antonio
01.2023 - 05.2023
  • Orchestrated scheduling and insurance verifications across a four-physician clinical practice.
  • Managed financial transactions, patient registration, and electronic lab order submissions within an e-Clinical Works EHR environment.
  • Processed high-volume communications and HMO referral authorizations.

Patient Service Representative

South Texas Oncology and Hematology
San Antonio
03.2022 - 06.2022
  • Calculated complex financial estimates, detailing patient deductibles, co-insurance, and out-of-pocket liabilities.
  • Conducted rigorous financial counseling and qualified candidates for state and federal assistance frameworks (e.g., Medicaid).
  • Executed continuous demographic and benefit verification within the accounts receivable architecture.

Assistant Underwriter

Allstate Insurance
San Antonio
06.2013 - 10.2015
  • Supported primary agents in the generation and formulation of new business quotes.
  • Authored and issued financial bonds, automated ID documentation, endorsements, and policy binders.

Customer Service Representative II

Becton Dickinson
San Antonio
08.2013 - 12.2013
  • Directed supply chain modifications and managed acute backorder scenarios.
  • Processed formal complaints and escalated critical incidences in strict accordance with FDA medical device regulations.

Resource Planning Coordinator I

CVS Caremark
San Antonio
11.2011 - 03.2012
  • Executed workforce management protocols, including real-time, skill-based call routing.
  • Synthesized operational data using Avaya to calculate and report on Service Level Agreements (SLAs).

Policy Placement Specialist

The Hartford Insurance Company
San Antonio
07.2007 - 07.2011
  • Managed the lifecycle of commercial business policies (Auto, Workers' Compensation, Business Liability).
  • Processed specialized policy modifications and provided regulatory-compliant insurance data.
  • Analyzed completed policy audits and communicated structural findings directly to insured parties.

Department Associate

Webster University
04.2005 - 10.2006
  • Managed departmental communications and scheduling for faculty and staff meetings.
  • Assisted in developing promotional materials for academic programs and initiatives.
  • Collaborated with various departments to streamline processes and improve efficiency.
  • Supported student services by providing information on academic resources and programs.
  • Responsible for cash register operations and credit card transactions.
  • Worked flexible schedule across evenings and weekend to meets business needs.
  • Monitored stock levels to ensure that sufficient quantities were available at all times.
  • Processed incoming mail including payments, invoices, purchase orders and other correspondence.
  • Assisted customers in finding items, answering questions and providing advice.

Assistant Manager

Waldenbooks
10.2000 - 11.2004
  • Assisted in managing daily operations and staff scheduling.
  • Supported inventory management and stock replenishment processes.
  • Trained new employees on customer service practices and store policies.
  • Resolved customer inquiries and complaints effectively and promptly.
  • Analyzed sales data to identify trends and improve product offerings.
  • Ensured compliance with company standards for merchandising and presentation.
  • Managed customer service inquiries and complaints in a timely manner.
  • Supervised daily operations including scheduling shifts, assigning duties.

Education

Associate of Science - Business Management

Excelsior College
Albany, NY

High School Diploma -

William Howard Taft High School
San Antonio, TX

Skills

  • Underwriting Support
  • Policy Placement
  • Workers' Compensation
  • HIPAA Compliance
  • FDA Regulations
  • Civil Rights & Fair Housing Regulations
  • Quality Assurance
  • Loss Prevention
  • AMS360
  • Salesforce (CRM)
  • EHR/EMR Systems (Centricity, e-Clinical Works, Availity)
  • Citrix
  • SAP
  • SharePoint
  • Microsoft Office Suite (Access, Excel, Outlook, Publisher)
  • QuickBooks
  • Workforce Management
  • Resource Planning
  • Service Level Agreements (SLAs)
  • Data Analytics
  • Account Management
  • Medical Terminology (ICD-9, ICD-10)
  • Account management
  • Commercial insurance
  • Policy analysis
  • Risk assessment
  • Customer relationship management
  • Problem solving
  • Time management
  • Negotiation skills
  • Attention to detail
  • Insurance underwriting
  • Product recommendations
  • Vendor relationship management
  • Vendor rapport
  • Coverage negotiation
  • Client services
  • Document management
  • CRM proficiency
  • Sales negotiations
  • Performance tracking
  • Professionalism

Certification

  • Property & Casualty License
  • Life, Health, HMO, Medicare

Core Competencies

Underwriting Support, Policy Placement, Workers' Compensation, HIPAA Compliance, FDA Regulations, Civil Rights & Fair Housing Regulations, Quality Assurance, Loss Prevention, AMS360, Salesforce (CRM), EHR/EMR Systems (Centricity, e-Clinical Works, Availity), Citrix, SAP, SharePoint, Microsoft Office Suite (Access, Excel, Outlook, Publisher), QuickBooks, Workforce Management, Resource Planning, Service Level Agreements (SLAs), Data Analytics, Account Management, Medical Terminology (ICD-9, ICD-10)

Timeline

Commercial Lines Account Manager

Insurance One Agency
02.2026 - 03.2026

Licensed Insurance Agent II

USAA
12.2025 - 01.2026

Personal Lines Sales Agent

Goosehead Insurance
09.2023 - 09.2024

Patient Service Representative

Gonzaba Medical Group
05.2023 - 09.2023

Medical Front Desk Receptionist

San Antonio Infectious Diseases Consultants
01.2023 - 05.2023

Patient Service Representative

South Texas Oncology and Hematology
03.2022 - 06.2022

Customer Service Representative II

Becton Dickinson
08.2013 - 12.2013

Assistant Underwriter

Allstate Insurance
06.2013 - 10.2015

Resource Planning Coordinator I

CVS Caremark
11.2011 - 03.2012

Policy Placement Specialist

The Hartford Insurance Company
07.2007 - 07.2011

Department Associate

Webster University
04.2005 - 10.2006

Assistant Manager

Waldenbooks
10.2000 - 11.2004

Associate of Science - Business Management

Excelsior College

High School Diploma -

William Howard Taft High School
Mary Catherine WestLicensed Insurance Agent