Venessa Nieto
Summary
Experienced insurance professional equipped to deliver outstanding results. Skilled in risk assessment, policy management, and client relations, ensuring optimal coverage solutions. Strong team collaborator with focus on adaptability and effective communication. Known for reliability and achieving targets in dynamic environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Technical Assistant/Licensed Associate Broker
AmWINS Insurance Brokerage
01.2023 - Current
- Servicing of day to day request and renewals.
- Setting up Renewal Submission Emails and updating application from retailer to be sent to market.
- Policy checking against binders/quotes once received from carriers.
- Processing of binders - consisting of checking, processing, and sending to retailer.
- Request and process any discrepancies that are found on the policy to the carriers.
- Request endorsements to the carrier that have been received from Retailers.
- Process endorsements and invoices once received from carrier and send to Retailers.
- Ordering and sending requested Loss Runs.
- Prepare proposals and send to Retailer.
- State Compliance.
- Follow up on Audit Non-Compliance.
- Process and Send Audit Endorsements and Invoices.
- Follow up on Endorsements that have not been received.
- Follow up on Policies that have not been received from Carriers after 30 days.
- Follow up on Outstanding Subjectivities.
- Streamlined communication processes between underwriters and clients, enhancing information flow and response times.
- Trained new hires, improving onboarding efficiency and knowledge retention.
- Managed policy renewals and client communications to ensure compliance with regulatory standards.
- Analyzed risk factors.
- Collaborated with underwriters to evaluate coverage options and assess client eligibility.
- Marketing of renewals and small new business accounts.
- Followed up with Retailers on non-compliant inspections.
- Requesting renewal submission from Retailer in order to provide accurate renewal.
Commercial Lines Account Manager
Aegis Insurance
01.2022 - 08.2022
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Reviewed client policies and identified areas of potential risk or coverage gaps.
- Prepared proposals for new business, renewals and endorsements.
- Negotiated terms and conditions on behalf of clients with carriers.
- Provided guidance to clients regarding best practices for managing their commercial insurance needs.
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
- Researched and resolved billing discrepancies in a timely manner.
- Audited client accounts to ensure compliance with carrier requirements.
- Identified cross selling opportunities through analysis of current client portfolios.
- Assisted customers in filing claims as needed.
- Built strong working relationships with underwriters to secure favorable terms and pricing for clients.
- Drafted renewal letters outlining policy changes or updates.
- Responded promptly to inquiries from internal staff and external customers.
- Coordinated annual audits for large accounts.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Received and Processed Endorsement Request to the carrier.
Commercial Lines Account Manager
Benchmark Insurance
07.2021 - 01.2022
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Reviewed client policies and identified areas of potential risk or coverage gaps.
- Prepared proposals for new business, renewals and endorsements.
- Negotiated terms and conditions on behalf of clients with carriers.
- Provided guidance to clients regarding best practices for managing their commercial insurance needs.
- Researched and resolved billing discrepancies in a timely manner.
- Audited client accounts to ensure compliance with carrier requirements.
- Built strong working relationships with underwriters to secure favorable terms and pricing for clients.
- Drafted renewal letters outlining policy changes or updates.
- Managed account territory with approximate value of $150,000.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
- Contacted underwriters and submitted forms to obtain binder coverage.
Office Manager
Cementos Ready Mix
02.2020 - 09.2020
- Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Managed office budget to handle all needs, including inventory, postage and vendor services.
- Managed office inventory and placed new supply orders.
Insurance Agent
ACH Insurance
02.2016 - 11.2019
- Handled scheduling and managed time
- Oversaw day-to-day office operations
- Answering and Forwarding Calls
- Owned and managed daily operations, including supervising employees and providing onsite training and continuing education to staff.
- Hired, trained and mentored 3 staff members to maximize productivity.
- Built relationships with clients and insurance companies leading to business development.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Provided quick turnaround time when customers called with questions.
- Reviewed coverage plans
- Managed Commercial, Auto, and Home policies
- Started new businesses and managed trucking authority for clients
Insurance Agent
Torres Insurance
01.2015 - 09.2015
- Commercial, Home, and Auto Policies
- Quoting and Submitting to Underwriting
- Payments and Managing Clients Billing
- Generated new leads and identified potential clients
- Identified premium discounts for client retention
Insurance Agent
Nationsplan Insurance
03.2012 - 01.2015
- Commercial, Home, and Auto Insurance policies
- Managing staff
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Payments and Billing for clients
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Managed clients trucking authority
Education
High School Diploma -
Career Center
Odessa, TX05.2008
Bachelor of Science - Psychology And Social Work
Abilene Christian University
Abilene, TX12-2028
Skills
- Proficient in office management software
- Billing accuracy assurance
- Calendar organization
- Accounts payable management
- Client engagement
- Workforce Management
- Employee training
- Invoicing management
- Advanced Spanish communication skills
- Proficient in computer applications
- Service excellence
- USDOT/TXDOT Knowledge
- Policy servicing expertise
- Customer service expertise
- Strong attention to detail
- Problem-solving abilities
- Effective time management
- Proficient in managing multiple tasks
- Trustworthy execution
- Strong verbal communication
- Strong organizational abilities
- Effective team engagement
- Concise written communication
- Effective decision-making
- Collaborative networking abilities
- Skilled in Microsoft Office tools
- Strategic goal setting
- Workplace professionalism
Certification
- General Lines Agent – Property and Casualty License - 2012
- General Lines Agent – Life, Accident, Health and HMO License - 2017
- Notary Public
- Surplus Lines - 2023
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Interests
- Volunteer Work
- Participating in fundraising events to support local charities, schools, or community projects
- Hosting Women's Bible Studies
Timeline
Senior Technical Assistant/Licensed Associate Broker
AmWINS Insurance Brokerage
01.2023 - Current
Commercial Lines Account Manager
Aegis Insurance
01.2022 - 08.2022
Commercial Lines Account Manager
Benchmark Insurance
07.2021 - 01.2022
Office Manager
Cementos Ready Mix
02.2020 - 09.2020
Insurance Agent
ACH Insurance
02.2016 - 11.2019
Insurance Agent
Torres Insurance
01.2015 - 09.2015
Insurance Agent
Nationsplan Insurance
03.2012 - 01.2015
High School Diploma -
Career Center
Bachelor of Science - Psychology And Social Work
Abilene Christian University
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