Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Software
Timeline
Generic

Sonia Truijllo

Pomona Park

Summary

Dedicated Personal Lines Account Manager with a proven track record in customer service policy improvements and client education. Skilled in problem-solving and communication, driving satisfaction through optimized interactions.

Overview

1
1
Certification
15
15
years of professional experience

Work History

Personal Lines Account Manager

Bates Hewett & Floyd Insurance Agency
Palatka, FL
06.2016 - Current

Achieved significant improvements in customer service policies, fostering loyalty and retention. Delivered comprehensive support to clients, resulting in enhanced service experiences. Transformed business strategies to optimize customer interactions and drive satisfaction.

Applied Epic

Works with the following companies.

Tower Hill , American Integrity, Security First , Olympus , Universal and Citizens. Auto Companies Auto Owners, Mercury , Progressive, Geico and Allstate.

  • Educated clients on coverage options and benefits to enhance understanding
  • Managed policy renewals and modifications, ensuring accuracy in documentation
  • Executed accurate processing of policy updates and changes to enhance client satisfaction.
  • Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
  • Resolved customer inquiries regarding policy details and claims processing
  • Collaborated with underwriters to streamline application processes and improve turnaround time

Customer Service Representative

Merrill Hancock & Turner
Palatka, FL
04.2011 - 06.2016
  • Managed personal lines insurance accounts, ensuring compliance with industry regulations and client needs.
  • Developed tailored insurance solutions by assessing client risks and coverage requirements.
  • Resolved customer inquiries promptly, enhancing satisfaction and loyalty.
  • Managed order processing using CRM systems, ensuring accuracy and efficiency.
  • Trained new team members on operational procedures and customer service protocols.

Education

Cosmetologist - Cosmetology

First Coast Technical College
Palatka, FL
01-2008

Skills

  • Insurance products
  • Risk assessment

Accomplishments

  • Used Microsoft Excel , Microsoft Word and Power Point.

Certification

  • License - 220

Languages

English
Full Professional
Spanish
Full Professional

Software

Applied Epic

Timeline

Personal Lines Account Manager

Bates Hewett & Floyd Insurance Agency
06.2016 - Current

Customer Service Representative

Merrill Hancock & Turner
04.2011 - 06.2016

Cosmetologist - Cosmetology

First Coast Technical College
Sonia Truijllo