Rebecca Caparco
Lakeland,TN
Summary
Experienced personal line Insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering eleven years of experience and willingness to take on any challenge.
Overview
9
9
years of professional experience
Work History
Account Executive
Terrell Insurance Broker Services
Plantation, FL
02.2017 - 05.2022
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Processing Surplus Lines taxes and fees.
- Invoicing used ETI, Honor Capital finance.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Improved account management by predicting potential competitive threats and outlining proactive solutions.
- Boosted customer satisfaction by providing teams with training and skills to optimize service delivery in alignment with individual needs.
Account Manager
Alliance Marine Services
Fort Lauderdale, FL
11.2015 - 06.2017
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns with mortgagees and lienholders.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction with premier finance.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms binding policies.
- Liaised between account holders and various departments.
- Underwriting leads under Lloyd's of London
Account Executive
Smith-Merritt Insurrance
Pompano Beach, FL
05.2013 - 08.2015
- Assisted and managed in house agent's accounts.
- Processed endorsements,cancellations and renewal policies.
- Maintained book keeping of business.
- Collaborated with customers to learn business operations and capitalize on upselling and cross-selling opportunities.
Education
Associate of Arts - Journalism
Miami Dade College
Miami, FL05.2011
Skills
- Knowledge of Industrial Standards
- Forecast Preparation
- Submission Preparation
- Electronic Authorization Processing
- Binder Coverage
- Claims Information Gathering
- Policy Feature Explanations
- 440 License holder
Timeline
Account Executive
Terrell Insurance Broker Services
02.2017 - 05.2022
Account Manager
Alliance Marine Services
11.2015 - 06.2017
Account Executive
Smith-Merritt Insurrance
05.2013 - 08.2015
Associate of Arts - Journalism
Miami Dade College
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