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
Houston, TX
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
Houston, TX
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
Houston, TX
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, TX05-2022
Skills
General lines P&C insurance licensed
Bilingual: English/Spanish
Microsoft WORD specialist
CISR designations (personal auto, residential and commercial casualty)
Data Entry
Courteous and Professional
Customer Service
Payment Processing
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