Sheila Carlon
Bill Warring State Farm
Benicia,CA
2
Certifications
16
years of professional experience
Account Manager managing a book of business across personal, commercial, and life insurance accounts. Supports 2,000 clients and nearly $5 million in annual premium through policy reviews, renewals, endorsements, billing, claims assistance, and quote preparation. Maintains accurate account notes in Salesforce while keeping client requests moving with clear communication and dependable follow-through.
Work History
Account Manager
6 Years 1 Month- Manage a book of 2,000 personal and commercial clients representing nearly $5 million in annual premium.
- Provide ongoing support for personal and commercial accounts, answering coverage questions, policy changes, renewals, billing, and claims.
- Review client policies and discuss coverage options based on business needs and life changes.
- Prepare quotes for new and existing clients, identify cross-sell opportunities, and support underwriting and carrier systems.
- Service personal and commercial policies by processing changes, endorsements, renewals, and account updates accurately and on time.
- Handle claims questions, gather information, explain next steps, and coordinate with carriers when additional support is needed.
- Maintain accurate client notes and policy records in Salesforce and carrier systems while tracking outstanding requests.
Customer Service Representative
10 Months- Prepared 10-15 client quotes weekly while supporting interior designer accounts and order turnaround.
- Processed customer orders accurately and maintained complete records for pricing, documentation, and status updates.
- Resolved service and order issues by coordinating with clients, vendors, and internal departments.
- Tracked multiple open requests at once and provided dependable follow-up throughout the ordering process.
Auto Claims Processor / Total Loss Claims Handler
8 Years 2 Months- Processed 100 -140 auto claims monthly while balancing customer updates and claim deadlines.
- Reviewed estimates, invoices, and claim documents to evaluate damages and process payments accurately.
- Investigated claim details, verified information, and followed up with customers and service providers for missing documentation.
- Explained claim decisions, payment information, and next steps in clear, customer-friendly language.
- Coordinated with repair facilities, insurers, and other parties to resolve claim questions and issues.
- Maintained accurate claim notes, held multi-state claims licenses, followed company procedures, and earned promotion to Level 3 with recognition for customer service and productivity.
Education
High School Diploma
Skills
Personal lines insurance
Commercial lines insurance
Account management
Policy servicing & endorsements
Policy reviews & renewals
Quoting support
Carrier communication
Claims coordination
Underwriting workflow support
Salesforce
Client record maintenance
Follow-up tracking
Agency management systems
Policy issuance
Underwriting submission preparation
Endorsement processing
Renewal remarketing
Loss run analysis
Coverage analysis
Certificate issuance
Insurance applications
Policy audit review
Certification
Property & Casualty Insurance License
Timeline
Account Manager
Bill Warring State Farm
09.2020 - CurrentRead More
Customer Service Representative
Bellbridge
02.2019 - 12.2019Read More
Auto Claims Processor / Total Loss Claims Handler
State Farm Insurance
09.2010 - 11.2018Read More
Benicia High School
High School Diploma
Read More