High School Diploma -
Exeter Union High School
Exeter, CA 09.1979 - 06.1982
Rebecca Baker
Kelseyville,CA
Summary
Ambitious Commercial Lines Account Manager highly skilled in managing high-value portfolios and fostering client retention. Proven leader with expertise in customer service illustrated across 30 years of experience.
I am familiar with Standard Carriers as well as Surplus Lines Carriers. I have worked with Epic & AMS360 computer systems.
I enjoy rounding accounts to include Business Owner, General Liability, Auto, Workers Comp, Professional Liability, Directors & Officers, EPLI, E&O, Cyber, etc.
Education
Overview
3
3
years of post-secondary education
15
15
years of professional experience
Work History
Client Service Manager
Arthur J Gallagher Insurance Brokers of Calif
Visalia, CA
02.2017 - 08.2024
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Proven ability to learn quickly and adapt to new situations.
- Organized and detail-oriented with a strong work ethic.
- Strengthened communication skills through regular interactions with others.
Client Service Representative
Lewis & Associates Insurance Brokers
Visalia , CA
01.2010 - 02.2017
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Developed strong relationships with clients through proactive outreach and regular check-ins on progress and satisfaction.
- Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
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