Omar Sanchez-Barrera
Sylmar,CA
Summary
Dynamic Account Manager at Paramount Exclusive Insurance Services, Inc. with expertise in Salesforce and Excel. Exceptional communication and data analysis skills. Proven track record in managing multimillion-dollar accounts, ensuring precision in documentation, and enhancing customer relations through effective service strategies.
Overview
11
11
years of professional experience
Work History
Account Manager
Paramount Exclusive Insurance Services, Inc.
Los Angeles, United States
02.2020 - Current
- Manage new business accounts and renewals.
- Handled a portfolio valued at 2-3 million in insurance premiums.
- Ensured all data was up-to-date by thoroughly verifying details.
- Performed accurate data entry tasks.
- Ensured all documentation accurately represented the current amount and type of insurance.
- Managed data entry for policy renewals and new insurance in EPIC and Salesforce.
- Update Marketing status on Salesforce, log, and attach quotes.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Preparing proposals and calculating rates.
- Maintains internal system applied and/or EPIC.
- Maintains submission online and emails.
- Other administrative tasks, as assigned.
- Utilized Microsoft Excel for data analysis.
- Managed multiple accounts simultaneously while meeting deadlines.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
Senior Office Manager
Vitalize Hair
Woodland Hills, United States
07.2017 - 12.2019
- Updated payment information efficiently.
- Executed reactivation of subscriptions
- Provided content information through inbound and outbound calls.
- Collect client testimonials.
- Case manager.
- Coordinated response to customer inquiries efficiently.
- Oversaw Vitalize Hair ES account.
- Ensured precise conversion of materials to Spanish.
- Curated and shared engaging posts.
- Handled account activities across major social sites.
- Delivered effective service across multiple communication channels.
Executive Protection
GSG Protective Services Private Security
Hawthorne, United States
02.2014 - 09.2017
- Provided security for major corporations and their executives.
- Maintained a secure environment for the protection of guests' property and assets.
- Enforced site-specific regulations governing the safety of personnel and protection of property.
Education
Class of 2010 -
Arleta High School
Los Angeles06.2010
Skills
- Excel Proficiency
- Microsoft Office Proficiency
- Salesforce Proficiency
- Effective Communication
- Creative Writing
- Social Media Management
- FourGen CASE Tool Proficiency
- Competitive Basketball Experience
- Adobe Photoshop Experience
- High-Level Security Coordination
- Information Compliance Framework
- Sales Management Skills
- Email Communication
- Proficient in Microsoft Word
- Customer Care
- Internet savvy
- Excellent communication skills
- PowerPoint Proficiency
Timeline
Account Manager
Paramount Exclusive Insurance Services, Inc.
02.2020 - Current
Senior Office Manager
Vitalize Hair
07.2017 - 12.2019
Executive Protection
GSG Protective Services Private Security
02.2014 - 09.2017
Class of 2010 -
Arleta High School
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