Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
OfficeManager
Raquel Larin

Raquel Larin

Houston,TX

Summary

Dedicated Personal Lines Account Manager providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling complexed policy changes, re-writes and retaining existing business.

Overview

4
4
years of professional experience
2
2

Certifications

1
1

License

Work History

Personal Lines Account Manager

The Gibraltar Group
06.2024 - Current
  • Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
  • Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
  • Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
  • Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
  • Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
  • Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
  • Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
  • Retained valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.

Account Support Associate

Higginbotham Insurance Agency
09.2022 - 06.2024
  • Provided customer service support for inquiries, complaints.
  • Trained new associates on support tasks, and the phone queue.
  • Assisted insureds with processing payments and billing inquiries.
  • Distributed and assigned tasks throughout team members.
  • Collaborated with carriers to resolve discrepancies in insurance payments.
  • Documented and tracked customer account details using AMS360.
  • Responded to customer inquiries and problems to promote great service.
  • Issued commercial COI’s.
  • Assisted clients who would call into the agency with billing inquiries.
  • Answered incoming calls and provided customer service.
  • Maintained a positive attitude while dealing with difficult customers.

Server

Brookdale Assisted Living
06.2020 - 06.2022
  • Greeted guests and provided menus.
  • Provided excellent customer service to ensure satisfaction.
  • Assisted in training new servers.
  • Took orders from customers accurately and in a timely manner.
  • Delivered food orders promptly and courteously.
  • Performed opening and closing duties such as setting up the dining area, restocking supplies..

Education

High School Diploma -

Alief Hastings High School
Houston, TX
05-2022

Skills

General lines P&C insurance licensed

Certification

  • Property and Casualty License - Texas Department of Insurance.
  • Salesforce Certified Administrator

Languages

Spanish
Native or Bilingual

Timeline

Personal Lines Account Manager

The Gibraltar Group
06.2024 - Current

Account Support Associate

Higginbotham Insurance Agency
09.2022 - 06.2024

Server

Brookdale Assisted Living
06.2020 - 06.2022

High School Diploma -

Alief Hastings High School

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Raquel Larin