Mickie Garcia
Sacramento,United States
Summary
Detail-oriented commercial Insurance Specialist versed in researching and resolving complex issues on behalf of policyholders, companies and carriers. Bringing 10 years of expertise in construction industry insurance.
Overview
10
10
years of professional experience
Work History
Senior Account Manager
NFP (Acquired BD Capital)
Sacramento, CA
01.2020 - Current
- Promptly responded to inquiries and requests from prospective customers.
- Trained new personnel regarding company operations, policies and services.
- Effective Spanish translation and liaison between customers and internal departments.
- Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
- Remained impartial in order to advise clients based on circumstances.
- Collected premiums on or before effective date of coverage.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Collected, analyzed and validated agency commissions.
- Calculated premiums and established payment methods for sales.
- Maintained excellent attendance record, consistently arriving to work on time.
- Used Microsoft Word and other software tools to create documents and other communications.
Account Manager Title II
BD Capital Partners LLC (Aquired Skyles Insurance)
Sacramento, CA
04.2018 - 01.2020
- Developed working knowledge of CRM to effectively track binder requests and activities.
- Performed data entry for sales figures, metrics and other customer data.
- Helped cultivate and maintain business relationships by professionally handling partner and customer needs.
- Confirmed accuracy of premiums and payment method as task received by Advisors.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
CSR, Certification Specialist
Skyles Insurance Agency, Inc.
Sacramento, CA
08.2012 - 04.2018
- Evaluated incoming contracts and insurance requirement for review for certificate compliance.
- Issued certificates with applicable endorsements to satisfy client bid requirements.
- Advised clients of additional premium for endorsements or forms required to purchase.
- Established respectful working relationships with underwriters and carrier contacts.
- Scanned documents and saved in database to keep records of essential client history requests.
- Added documents to file records directly to vendors by an established broker profile for certificate filings.
- Worked with customers to understand needs and provide excellent service.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Resolved problems, improved certificate flow and operations and provided exceptional service to all members involved.
- Delivered services to customer within specific timeframes.
- Obtained Property & Casualty Licensing per job requirement.
Education
Diploma - Business Administration/Accounting
Heald College
Rancho Cordova01.2011
Skills
- Accounting Systems
- Book Keeping
- Cash/Transaction Management
- Inventory
- Procedure Filings
- Employee Safety
- Fluent English/Spanish
- Microsoft Office
- Outlook
- Advante and SAP knowledge
- Organizational Skills
Timeline
Senior Account Manager
NFP (Acquired BD Capital)
01.2020 - Current
Account Manager Title II
BD Capital Partners LLC (Aquired Skyles Insurance)
04.2018 - 01.2020
CSR, Certification Specialist
Skyles Insurance Agency, Inc.
08.2012 - 04.2018
Diploma - Business Administration/Accounting
Heald College
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