Steven Correa
Experienced Property & Casualty Professional
Los Angeles,CA
Summary
Self-motivated and results-focused customer service professional with over 18 years of experience in insurance and banking transactions, services, and products with a proven track record in maintaining exceptional relationships with clients and vendors. Strong administrative, interpersonal, and problem-solving skills with demonstrated leadership abilities. History of effective client interaction and building trustworthy relationships, resulting in meeting company goals and maximizing profitability.
Overview
20
20
years of professional experience
Work History
Commercial Account Service Specialist
RSI Insurance Brokers/ACRISURE
Glendale, CA
04.2021 - 06.2024
- Researched and resolved complex account discrepancies promptly.
- Ensured accuracy of invoices prior to customer payment processing.
- Created monthly reports detailing activity related to accounts receivable and payable status.
- Collaborated with sales team members to ensure that all customer requirements were met.
- Ensured compliance with applicable laws, regulations, policies, and procedures.
- Updated databases with new and modified customer data via Applied Epic.
- Work closely with multiple banks to assist with premium financing
- Resolved account issues with strengths in research, problem-solving and solution development.
- Issued certificates of insurance as needed
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Membership / Insurance Sales Specialist
AAA- Auto Club of Southern California, The Auto Club Group
Los Angeles, CA
06.2019 - 04.2021
- (ACG) is second largest AAA club in North America
- ACG provides membership
- Insurance, financial services, and travel offerings to 9.9 million customers
- Provide sales and service to clients via phone and email with Personal Lines products such as Auto,Home
- Motorcycle, PUP, Membership,Travel, Life insurance options offered by AAA
- Key Accomplishments:
- Maintain a set sales goal while cross selling multiple product add ons offered by AAA
- Successfully navigate between multiple departments on a daily basis to assist service and sales units
- Manage and pre-qualify new business files to determine acceptability of risks while working collaboratively with our internal Underwriting department
- Analyze renewal premiums, billing, endorsements, discounts and rating items with customers to maximize savings across all lines of business
- Maintain a 99.8% accuracy on all new business applications written across all lines of coverage
- Navigate work from home operations during Covid-19 pandemic while maintaining high standards and time management.
MARKETING/SALES SPECIALIST
STATE FARM INSURANCE, Warren Bell Agency
Los Angeles, CA
01.2011 - 11.2018
- Fortune 500 company and the largest property and casualty insurance provider in the U.S
- Assisted clients both in person and by phone by explaining and selling a vast array of insurance products offered by the company
- Process client payments, policy changes and provide quotes in a timely and effective manner
- Key Accomplishments:
- Assumed the responsibilities of acting office Manager as of August 2016, which includes managing, scheduling and coordinating office book of over 3000 households with a total of 4800 policies with the oversight of two em- ployees
- Developed marketing strategies to source and increase the amount of new clients for the agency while creating solid follow-ups to retain the company’s current book of business to increase revenues
- Monitored and maintained company compliance with multiple state insurance requirements, regulation, and laws
- Ensured smooth and seamless claims processes for clients by liaising with body shops, claim agents, claimants’ insurance companies, and rental car companies
- Office Administration and Train- ing Advanced Customer Service
- Skills Relationship Management Strategic Business Development Insurance Laws and Regulations Underwriting and Auditing Product and Services Marketing Line Agent/Brokers License (CA) Excellent Communication Skills
- Steven Correa Page Two of Two
- Analyzed client-based policy information to determine what households would benefit from multi-line discounts and contacted those clients which resulted in 75% success rate of those clients increasing their options
- Oversaw the procurement of office supplies and implemented a paper saving program which resulted in an an- nual cost savings of 30%.
Leave of Absence
LEAVE OF ABSENCE
12.2009 - 01.2011
- Laid off from 21st Century Insurance/AIG due to a corporate merger and the downturn in the U.S
- Economy
- Conducted a year-long job search with extensive research activities, interview meetings, and some travel.
CUSTOMER SERVICE REPRESENTATIVE
21st CENTURY INSURANCE/AIG
Woodland Hills, CA
04.2004 - 11.2009
- Assisted multiple clients simultaneously, utilizing various mediums which included phone, internet, Live Chat, emails and fax
- Informed and advised customers on policy coverage, claims, and billing information
- Key Accomplishments:
- Rolled-out new materials, policies, and procedures to co-workers as the assigned training lead
- Responded up to 100-200 emails daily while assisting up to three clients simultaneously using the company’s Live Chat forum feature
- Provided detailed instructions to guide customers to navigate the company’s self-services web site, utilizing basic browser operation information and technical instructions, if needed by customer
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Managed all policy information changes, amendments, and corrections at customers’ requests in accordance to all company and state underwriting guidelines
- Maintained ongoing knowledge and continuing education in the updates of state specific insurance requirements in regards to rules, regulations, and laws for all states in which the company served.
Education
High School Diploma -
Grace M. Davis High School
Modesto, CA06.1999
Skills
- Training & Affiliations
- License, Property Broker-Agent & Casualty-Broker Agent, (License #0E43821)
- Technical Proficiency
- Applied EPIC Siebel Host ABS Genesys Telecommunications framework DMV Mainframe Prospector California Fair Plan
- LiveChat Messaging
- NFIP Apple PC Platforms Microsoft Word Outlook Excel
- Community - LGBT Young Professionals Council (2014-2018) AIDS Walk Volunteer Ciclavia Volunteer I HRC
- Volunteer
- Invoice Preparation and Processing
- Teamwork and Collaboration
- Quality Assurance Controls
- Problem Resolution
- Strong Analytical and Problem Solving Skills
- Customer Relationship Management (CRM)
- Remote Office Availability
Timeline
Commercial Account Service Specialist
RSI Insurance Brokers/ACRISURE
04.2021 - 06.2024
Membership / Insurance Sales Specialist
AAA- Auto Club of Southern California, The Auto Club Group
06.2019 - 04.2021
MARKETING/SALES SPECIALIST
STATE FARM INSURANCE, Warren Bell Agency
01.2011 - 11.2018
Leave of Absence
LEAVE OF ABSENCE
12.2009 - 01.2011
CUSTOMER SERVICE REPRESENTATIVE
21st CENTURY INSURANCE/AIG
04.2004 - 11.2009
High School Diploma -
Grace M. Davis High School
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