REBECCA BANUELOS
Madera,CA
Summary
Experienced professional who thrives in a fast-paced environment with 20 years of experience in the insurance industry. Possesses outstanding interpersonal, organizational and analytical skills. Exceptional organization, time management and multi-tasking abilities.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Commercial & Farm Team Lead /Account Manager
Libke Insurance Associates
02.2023 - Current
- Worked closely with Senior management to create and implement new workflows and procedures
- Coached new employees struggling with specific tasks
- Conducted regular staff meetings
- Cross-trained and backed up other Customer Service Representatives
- Managed general book of business
Commercial Lines Account Manager
ProCo Insurance Services
11.2020 - 02.2023
- Performed tasks such as reviewing, maintaining and creating client databases
- Initiated renewal process for existing clients
- Prepared Insurance Proposals and Summaries
- Billing - Invoicing, Collections and Premium Financing
- Issued binders, certificates and processed endorsements
- Review of Audits & Policies to verify accuracy
- Process incoming calls and requests from clients, carriers and producers
- Participated in team meetings and training sessions to stay informed about product updates and changes.
Commercial Lines Account Manager
Dibuduo & Defendis Insurance Brokers, LLC
05.2013 - 11.2020
- Performs tasks such as reviewing, maintaining and creating client databases
- Marketed New and Renewal Business
- Prepare Insurance Proposals and Summaries
- Orders and Issues binders, certificates, policies, endorsements, and other related items
- Billing - Invoicing, Collections, Premium Financing
- Reviewed Audits and Policies to verify accuracy
- Process incoming calls and requests from clients, producers or carriers promptly and accordingly
Personal Lines Account Manager
DiBuduo & DeFendis Insurance Brokers, LLC
06.2003 - 05.2013
- General Servicing of established book
- Quote and Issue New Business / Renewal using FSC rater and carrier websites
- Underwrite new business and determine eligibility prior to submission
- Achieved agency account retention goals through proactive account rounding and upselling of limits and coverages
- Maintained client files and ensured proper documentation
- Met with customers to provide information about available products and policies.
Skills
- Largest Commercial Lines Book of Business totaling $1,170,735 (revenue)
- Largest single account $158,236 (revenue) / Smallest single account $9,96800 (revenue)
Proficient in:
- Applied Systems
- EPIC 2017 / Vision 71
- Indio
- CSR24
- PDF Editor
- DocuSign
- Nitro Pro 10
- FSC Rater
- Microsoft Office Suite
Additional Information
- License:
- Property and Casualty License -California Department of Insurance #0E56186 (Issued September 2004)
- Producer License, Individual - State of Washington - WAOIC #1195298 (Issued Feb 2023)
Certification
- AFIS Designation, International Risk Management, Inc. - Issued March 2020
Timeline
Commercial & Farm Team Lead /Account Manager
Libke Insurance Associates
02.2023 - Current
Commercial Lines Account Manager
ProCo Insurance Services
11.2020 - 02.2023
Commercial Lines Account Manager
Dibuduo & Defendis Insurance Brokers, LLC
05.2013 - 11.2020
Personal Lines Account Manager
DiBuduo & DeFendis Insurance Brokers, LLC
06.2003 - 05.2013
- AFIS Designation, International Risk Management, Inc. - Issued March 2020
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