Summary
Overview
Work History
Education
Skills
Timeline
Monique M Canon

Monique M Canon

Lakewood,Ca

Summary

Experienced insurance professional with strong communication and rapport-building skills. Demonstrated ability to understand diverse clients' needs and recommend appropriate solutions. Earns clients' trust by consistently prioritizing their needs. Confident, patient, and collaborative team player. Known for high productivity and efficient task completion. Specialized skills include risk assessment, policy analysis, and claim processing, ensuring comprehensive coverage tailored to client needs. Excel in communication, problem-solving, and adaptability.

Overview

23
23
years of professional experience

Work History

Account Manager

Recchia Insurance
Tustin, Ca
07.2021 - Current
  • Handle all aspects of the insurance process, from initial contact through underwriting, and policy servicing.
  • Responsible for providing quotes and recommendations to prospective clients, and for answering questions and resolving concerns from existing clients.
  • Review and process change requests in the agency management system, create binder, policy, and endorsement letters, and independently carry out specific assignments and tasks.
  • Developed and maintained relationships with key accounts to ensure customer satisfaction.
  • Created comprehensive reports on account performance and presented them to senior management.
  • Analyzed client data and identified opportunities for growth.
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Resolved customer complaints in a timely manner.
  • Developed strategies to increase revenue from existing accounts.
  • Drafted proposals outlining services, costs, and benefits for prospective customers.
  • Participated in brainstorming sessions to develop new ideas for business development initiatives.

Contract Telephone Interpreter - Khmer language

United Language Select
08.2008 - Current
  • Providing interpretations of questions, answers, statements, arguments, explanations, and other forms of verbal communication.
  • Interpreting with no additions and omissions.
  • Facilitated communication between non-English speaking patients and healthcare providers.
  • Interpreted verbal conversations between individuals with limited English proficiency.

Account Manager Sales

Namco Insurance Services
10.2014 - 09.2019
  • Connect with clients over the phone to provide complete insurance advice and support potential sales and referral opportunities.
  • Provide customer service with their policies' needs.
  • Process endorsements, take claims reports, take payments, cross-sell.
  • Created comprehensive reports on account performance and presented them to senior management.
  • Conducted market research to identify potential customers.
  • Developed and maintained relationships with key accounts to ensure customer satisfaction.
  • Provided training and guidance to new Account Managers.
  • Managed multiple accounts simultaneously while meeting deadlines.

Westland Insurance Services
Santa Ana
04.2014 - 09.2014
  • Manage large amounts of incoming calls.
  • Generate sales, leads. Identify and assess customers' needs to achieve satisfaction.
  • Build sustainable relationships and trust with customer accounts through open and interactive communication.
  • Provide accurate, valid, and complete information by using the right methods/tools.
  • Meet personal/customer service team, sales targets, and call handling quotas.
  • Handle customer complaints, provide appropriate solutions, and alternatives within the time limits.
  • Follow up to ensure resolution. Keep records of customer interactions, process customer accounts, and file documents. Follow communication procedures, guidelines, and policies. Take the extra mile to engage customers.

Account Manager Services/Sales

Driscoll & Associates
Long Beach, Ca
10.2005 - 11.2009
  • For Homeowner, Auto, and Umbrella.
  • Process new/renewal business, endorsements, and adding/deleting vehicles.
  • Works with Mercury, Safeco, Travelers, Hartford, and others personal lines carriers.
  • Created comprehensive reports on account performance and presented them to senior management.
  • Developed and maintained relationships with key accounts to ensure customer satisfaction.
  • Developed strategies to increase revenue from existing accounts.
  • Drafted proposals outlining services, costs, and benefits for prospective customers.
  • Presented product features and advantages to potential customers during sales meetings.
  • Maintained accurate records of all customer interactions in the CRM system.

Customer Service Representative/Sales Representative Services/Sales

California Insurance Specialist
Santa Ana, Ca
11.2003 - 10.2005
  • For Homeowner, Auto, and Umbrella
  • Process new/renewal business, endorsements, and adding/deleting vehicles
  • Works with Mercury, Safeco, Travelers, Hartford, and others.
  • Managed the sales pipeline and forecasted sales targets to ensure business objectives were met.
  • Analyzed sales reports to determine best practices for increasing sales volume.
  • Identified potential sales opportunities during customer interactions and referred them to sales team accordingly.
  • Compiled reports summarizing sales activity, forecasting future sales trends.
  • Utilized effective sales strategies to meet monthly sales targets.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.

Sales Representative

Freeway Insurance
Carson, Ca
04.2002 - 11.2003
  • Process renewal business, endorsements, cancellations, placements, and marketing of new and renewal/re-markets.
  • Claims report follow-up.
  • Keep up with changes in company underwriting rules and rates.
  • Assists in keeping the FSC Rating system current for personal lines.
  • Maintain suspense system and management reports as agreed.
  • Participated in continuing education courses related to the field of insurance sales.
  • Organized meetings between insurance sales agents and customers.
  • Maintained accurate records of all transactions related to insurance sales activities.
  • Developed and implemented marketing campaigns to increase insurance sales.
  • Conducted regular staff meetings to discuss best practices in insurance sales techniques.

Education

Diploma of Higher Education - General Studies

Riverside Community College
P&C license # 0D61385

Skills

  • Ability to communicate effectively and to establish genuine rapport with prospects and clients, utilize comprehensive product knowledge, and demonstrate familiarity with diverse cultures and personalities, and have the ability to quickly map out client needs and recommend appropriate solutions
  • Client Needs Assessment
  • Records Management
  • Account Management
  • Customer Service
  • Customer follow-up
  • Client Retention
  • Policy Renewals
  • Claims reporting systems
  • Client Relations
  • Leads Prospecting
  • Client assessment
  • Windows, Microsoft Office, Words, Applied-TAM, AMS 360, FSC Rating

Timeline

Account Manager - Recchia Insurance
07.2021 - Current
Account Manager Sales - Namco Insurance Services
10.2014 - 09.2019
- Westland Insurance Services
04.2014 - 09.2014
Contract Telephone Interpreter - Khmer language - United Language Select
08.2008 - Current
Account Manager Services/Sales - Driscoll & Associates
10.2005 - 11.2009
Customer Service Representative/Sales Representative Services/Sales - California Insurance Specialist
11.2003 - 10.2005
Sales Representative - Freeway Insurance
04.2002 - 11.2003
Riverside Community College - Diploma of Higher Education, General Studies

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Monique M Canon