Rachel Hubble
San Antonio
Summary
Licensed property and casualty insurance professional with expertise in corporate account management and operational efficiency. Proven track record in streamlining onboarding and renewal processes, managing invoicing, and resolving client issues. Focus on fostering long-term relationships and enhancing customer satisfaction through effective communication and problem-solving skills.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Account Representative
Marsh McLennan Agency
San Antonio
04.2023 - Current
- Managed corporate insurance accounts as primary contact for client needs, fostering long-term relationships.
- Managed and grew portfolio client accounts, achieving high satisfaction and retention rates.
- Delivered exceptional customer service and proactively resolved account issues, enhancing client satisfaction.
- Coordinated client onboarding activities and maintained strong client relationships.
- Managed all account needs before, during and post renewals.
- Supported policy renewals and collaborated with carriers and internal teams to ensure timely completion.
- Managed invoicing and assisted clients with billing inquiries and account reconciliation.
- Reviewed contracts, invoices and other documents for accuracy.
- Delivered quotes, binders, policies, endorsements, and invoices following thorough accuracy checks.
- Collaborated with underwriting teams to streamline account management processes.
- Guided clients through premium financing processes for policy premiums.
Associate Operations Support Analyst
Citibank
San Antonio
11.2021 - 04.2023
- Developed analytical reports and actionable recommendations to enhance company performance metrics.
- Analyzed operational data to identify trends and improve efficiency.
- Created comprehensive reports on performance metrics to guide management decision-making.
- Reviewed policies, procedures, and operational data to pinpoint specific improvement opportunities.
- Facilitated communication between departments to resolve operational challenges quickly.
Personal Banker
Citibank
San Antonio
11.2018 - 01.2021
- Provided personalized financial advice to meet client needs.
- Managed daily transactions while ensuring compliance with banking regulations.
- Educated customers on bank products and services to improve satisfaction and meet financial goals.
- Assisted customers with account transactions and loan applications to facilitate informed financial decisions.
- Resolved customer issues efficiently to maintain strong relationships.
- Managed account openings, consumer lending products, and technical support to streamline customer onboarding.
- Trained new staff on bank policies and customer service protocols.
Skills
- Corporate account oversight
- Client onboarding
- Client relationship management
- Billing management
- Insurance compliance
- Insurance administration
- Operational efficiency
- Interdepartmental collaboration
- Document control
- Project coordination
- Customer engagement
Certification
Property & Casualty Insurance License
Timeline
Account Representative
Marsh McLennan Agency
04.2023 - Current
Associate Operations Support Analyst
Citibank
11.2021 - 04.2023
Personal Banker
Citibank
11.2018 - 01.2021