Account Manager

EMPLOYMENT HISTORY

Account Manager
North American insurance brokerage – Florida
April 2022 to Present

• Handle all the Customer Service of a Book of Business for my team.
• Review Policies, and quote policies. Make all the changes to the client’s policies. Take payments and answer phones.
• Process various changes for clients’ policies.

Account Manager-Insurance Agent
Local Insurance Agency – Florida
December 2020 to April 2022

• Handled all the Customer Service of a Book of Business for my team. Quoted policies. Made all the changes to the client’s policies. Took payments and answered phones.
• Completed applications for new policies, sent them for electronic signatures. Processed various changes for clients’ policies.

Office Assistant
General Contractor Company – Florida
March 2019 to October 2020

• Managed day to day operations.
• Assisted clients in showroom, with selection of countertops, cabinets, flooring.
• Answered and returned phone calls, scheduled appointments, monitored and responded to emails, distributed mail.
• Processed down payments from clients. Processed County permits.
• Placed orders from suppliers. Processed Banking transactions.

Sales Representative
Big Four Insurance Company – Florida
March 2019 to June 2019

• Acted as sales and customer service representative.
• Quoted and sold homeowner policies.

Insurance Agent / Customer Service Representative
Local Insurance Agency – Florida
May 2017 to March 2019

• Was a Customer Service Representative who sold various types of insurance policies to individuals on behalf of insurance companies, including automobile, fire, and property insurance.
• Conferred with customers by telephone or in person to provide information about products or services and took customers’ information for Auto, Home, Umbrella, boat, RV, and mobile home quotes.
• Was in charge of Customer Service and sales for the office.
• Kept records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Checked to ensure that appropriate changes were made to clients’ policies and resolved customer service or billing complaints.
• Greeted clients or callers and handled their inquiries or directed them to the appropriate persons according to their needs.
• Completed forms in accordance with company procedures.
• Scheduled and confirmed appointments for clients, customers, or supervisors and prepared and mailed checks.

Insurance Agent/CSR
Local Insurance Agency – Florida
June 2011 to June 2016

• Sold various types of insurance policies to individuals on behalf of insurance companies, including automobile, fire, and property insurance.
• Conferred with customers by telephone or in person to provide information about products or services and took customers’ information for Auto, Home, Umbrella, boat, RV, and mobile home quotes.
• Was in charge of Customer Service and sales for the office.
• Kept records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Checked to ensure that appropriate changes were made to clients’ policies and resolved customer service or billing complaints.
• Greeted clients or callers and handled their inquiries or directed them to the appropriate people according to their needs.
• Completed forms in accordance with company procedures.
• Scheduled and confirmed appointments for clients, customers, or supervisors and prepared and mailed checks.

Sales Agent/CSR
Auto Insurance Agency – Florida
November 2010 to June 2011

• Answered phones, took payments, gathered clients’ information to provide auto quotes and sell policies, and conducted vehicle inspections.
• Contacted clients to inform them that payments were overdue and handled banking for the office.

Teller
American national bank – Florida
February 2009 to February 2010

• Cashed checks and paid out money after verifying that signatures were correct, that written and numerical amounts agreed, and that accounts had sufficient funds.
• Received checks and cash for deposit, verified amounts, and checked the accuracy of deposit slips.
• Referred clients to Personal Bankers to open checking accounts, savings accounts, credit cards, and CDs.
• Entered customers’ transactions into computers to record transactions and issued computer-generated receipts.
• Balanced currency, coins, and checks in cash drawers at the ends of shifts, and calculated daily transactions using computers, calculators, or adding machines.
• Counted currency, coins, and checks received, by hand or using a currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
• Received and counted daily inventories of cash, drafts, and travelers’ checks, and sorted and filed deposit slips and checks.
• Prepared and verified cashier’s checks.
• Resolved problems or discrepancies concerning customers’ accounts.
• Informed customers about foreign currency regulations and computed transaction fees for currency exchanges.

Teller
American national bank – Florida
June 2007 to February 2009

• Cashed checks and paid out money after verifying that signatures were correct, that written and numerical amounts agreed, and that accounts had sufficient funds.
• Received checks and cash for deposit, verified amounts, and checked the accuracy of deposit slips. Referred clients to personal bankers to open checking accounts, savings accounts, and credit cards.
• Balanced currency, coins, and checks in cash drawers at the ends of shifts, and calculated daily transactions using computers, calculators, or adding machines.
• Prepared and verified cashier’s checks, sorted and filed deposit slips and checks, and assisted with the ATM machine.
• Informed customers about foreign currency regulations and computed transaction fees for currency exchanges.

Loan Processor
Mortgage Banker – Florida
March 2005 to June 2007

• Verified and examined information and accuracy of loan applications and closing documents.
• Interviewed loan applicants to obtain personal and financial data and assisted in completing applications.
• Answered questions and advised customers regarding loans and transactions. Submitted loan applications with recommendations for underwriting approval and presented loan and repayment schedules to customers.
• Contacted credit bureaus, employers, and other sources to check applicants’ credit and personal references.
• Filed and maintained loan records.

Cashier
Local Supermarket – Florida
March 2002 to March 2005

• Greeted customers entering establishments. Sorted, counted, and wrapped currency and coins.
• Counted money in cash drawers at the beginning of shifts to ensure that amounts were correct and that there was adequate change.
• Took care of customer transactions.

CERTIFICATIONS

Active P&C License

COMPUTER SKILLS

Microsoft Office Suite, EPIC, TAM Software

LANGUAGE SKILLS

English, Spanish