PHENA DEMYON
Thousand Oaks,CA
Summary
Insurance account management professional with experience in commercial and personal lines renewal marketing, coverage analysis, and opportunity identification. Licensed in California for property & casualty and life & health, with knowledge of workers compensation. Proficient in AMS360, Applied Epic, QQ Catalyst, and AgencyZoom to support retention, account expansion, and revenue growth.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Account Manager
Farmers Insurance - Affiliated Agency
Agoura Hills, California
10.2025 - 10.2026
- Supported commercial insurance programs for clients across multiple industries and handled ongoing account service and coverage guidance.
- Reviewed and processed policy renewals by researching markets and matching coverage to client needs.
- Prepared quotes and proposals, compared options, and explained recommendations to clients.
- Educated clients on policy provisions and coverage factors to improve understanding and compliance.
- Negotiated contract terms with prospective customers while supporting account development.
- Provided client support by answering inquiries, routing complaints for resolution, and managing senior insurance accounts for compliance and client satisfaction.
- Managed Farmers Insurance affiliate agency client accounts and handled daily service requests.
- Reviewed policy renewals, endorsements, and cancellations for accurate account handling.
- Processed billing questions and payment updates for policyholders.
Account Manager
PCF Insurance Services / Trucordia Insurance Services, LLC
Woodland Hills, CA
11.2024 - 09.2025
- Negotiated contract terms and sales conditions with prospective customers while supporting account growth.
- Supported commercial insurance programs for clients across multiple industries, improving account service and providing tailored coverage guidance.
- Reviewed and processed policy renewals, aligning coverage with client needs through market research and targeted marketing efforts.
- Prepared quotes and proposals, compared available options, and explained recommendations in clear, accessible language.
- Educated clients on policy provisions, audit procedures, and coverage considerations.
- Guided clients through service inquiries, resolved issues promptly, and routed complaints effectively.
Senior Insurance Advisor
Thousand Oaks Insurance Agency
Thousand Oaks, CA
02.2017 - 09.2024
- Reviewed client risk profiles and competitor offerings to recommend suitable coverage levels and competitive solutions.
- Completed annual policy audits and refreshed account details to identify coverage expansion and retention opportunities.
- Built trusted client relationships across personal and commercial accounts by evaluating insurance needs and advising on coverage options.
- Created group presentations and re-marketing efforts that generated $500000 in annual accounts.
- Developed referral connections with community contacts and businesses to expand account opportunities.
- Prospected for new clients through networking, direct referrals, lead databases, and cold calling.
- Tracked customer feedback and identified service improvements that strengthened client satisfaction.
Education
Liberal Studies
Studied At Pierce College & CSUN
Northridge, CASkills
- Property and casualty insurance
- Commercial lines management
- Personal lines insurance
- Policy renewals
- Client needs analysis
- Risk assessment
- Insurance compliance
- Insurance software proficiency
- Middle-market account management
- Customer inquiry resolution
- Client communication
- Attention to detail
Certification
- California License # 0F04440 - Property & Casualty Insurance & Life & Health
- CWCS Designation – Certified Workers Compensation Specialist
Timeline
Account Manager
Farmers Insurance - Affiliated Agency
10.2025 - 10.2026
Account Manager
PCF Insurance Services / Trucordia Insurance Services, LLC
11.2024 - 09.2025
Senior Insurance Advisor
Thousand Oaks Insurance Agency
02.2017 - 09.2024
Liberal Studies
Studied At Pierce College & CSUN