Summary
Overview
Work History
Education
Skills
Timeline
Generic

Asdruval Perez

Anaheim

Summary

Results-driven insurance professional with three years of experience in personal lines insurance, specializing in policy management, claims support, compliance auditing, and customer service. With a proven ability to manage high-volume administrative tasks with exceptional accuracy, including policy processing, documentation, data entry, and client communications.

Overview

9
9
years of professional experience

Work History

Senior Policy Manager

AAA Auto Club South
Costa Mesa, CA
06.2023 - Current

A personal lines insurance policy manager with 3 years of experience, working directly with policyholders, assisting them with processing secured payments, and answering general questions while actively listening to better understand our members' needs. Additional duties would include reviewing renewal declarations, submitting adjustments/modifications to underwriting, and negotiating payment terms. Policy adjustments to internal systems to live-update replacement costs.

Retention Specialist

INSTABOOST MEDIA
Costa Mesa, CA
10.2020 - 07.2023

Assist members in addressing concerns and implementing relevant solutions. While negotiating and processing payment plans.

Client Success Manager

ALLEVIATE FINANCIAL SOULTIONS
Irvine, CA
07.2017 - 10.2020

Developing training manuals and working with the board to develop new departmental procedures additionally leading a team of 10+ agents, conducting regular one-on-one coaching's with agents setting expectations, monitoring goals.

Education

Dale Carnegie Advance Course -

Dale Carnegie Training- Professional Development
Costa Mesa, CA
2023

High School Diploma -

Anaheim High School
Anaheim, CA
2008

Skills

  • Automotive
  • Classic Car
  • Watercraft
  • Tenant
  • Condominium
  • Base Home
  • Renters
  • Earthquake
  • Personal Umbrella Policies

Timeline

Senior Policy Manager

AAA Auto Club South
06.2023 - Current

Retention Specialist

INSTABOOST MEDIA
10.2020 - 07.2023

Client Success Manager

ALLEVIATE FINANCIAL SOULTIONS
07.2017 - 10.2020

Dale Carnegie Advance Course -

Dale Carnegie Training- Professional Development

High School Diploma -

Anaheim High School