VALERIA SUAREZ
Iowa Colony
Summary
Highly motivated insurance professional with over 7 years of experience supporting complex personal lines and private client accounts. Detail-oriented and client-focused with proven expertise in policy servicing, premium finance coordination, and high-touch client relationship management.
Overview
12
12
years of professional experience
Work History
Private Client Account Manager
Dean & Draper Insurance Agency
Houston
2021.02 - Current
- Manage a portfolio of private client and complex personal lines accounts including Home, Auto, Boat, Windstorm, Flood, Umbrella, Farm & Ranch, and Commercial policies.
- Gather risk and financial information to obtain premium finance quotes and contracts.
- Prepare and issue policy binders; maintain suspense system for policy changes and carrier follow-up.
- Process endorsements, cancellations, rewrites, and coverage adjustments to support client retention.
- Serve as primary point of contact for coverage questions and account issue resolution.
- Update client records, generate invoices, and process transactions in the EPIC agency management system.
Claims Customer Care Associate
Travelers Insurance
Houston
2021.05 - 2022.02
- Assisted customers with new and existing claims.
- Delivered timely, empathetic service to insureds and claimants.
- De-escalated customer issues using conflict resolution techniques.
- Managed high-volume inbound and outbound calls.
Insurance Sales Agent
Dong Insurance Agency
Houston
2013.08 - Current
- Developed client relationships through referrals, networking, and lead databases.
- Analyzed coverage needs and recommended appropriate insurance solutions.
- Drove client retention through savings opportunities and discount identification.
- Resolved billing issues and processed applications and cancellations.
Education
High School Diploma -
Willowridge High School
Houston, TXSkills
- Private Client Account Management
- High-Net-Worth Personal Lines
- Client Retention & Relationship Management
- Premium Finance Coordination
- Policy Servicing & Endorsements
- EPIC Agency Management System
- Customer Service & Problem Resolution
- Microsoft Office
Licensing
Property & Casualty License, 2015
Timeline
Claims Customer Care Associate
Travelers Insurance
2021.05 - 2022.02
Private Client Account Manager
Dean & Draper Insurance Agency
2021.02 - Current
Insurance Sales Agent
Dong Insurance Agency
2013.08 - Current
High School Diploma -
Willowridge High School