Manager Account

JOSIE GAVIERES

**** *. ** ***** ***., #***, Anaheim, CA 92806 C: 909-***-**** ********@*****.***

SUMMARY Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success.

HIGHLIGHTS

Strong organizational skills Solid team player with upbeat, positive attitude.

EXPERIENCE 06/2012 to 10/2014 Senior Account Manager

Andreini & Company - Newport Beach, CA

Service all aspects of a book of commercial accounts that are medium to large in size and in wide variety of industries such as Contractors, Distributing, Manufacturing, Trucking, Dairy Farm and Petroleum Dealers. Market new and renewal business, prepare summaries and insurance proposals, invoice premiums, process policy changes. Online quoting Paperless environment using Applied System/TAM.

05/2011 to 02/2012 Account Manager

Spectrum Risk & Insurance Services - Newport Beach, CA

Service all aspects of a book of commercial accounts that are medium to large in size and in wide variety of industries such as Contractors, Distributing, Manufacturing and HOA. Market new and renewal business, prepare summaries and insurance proposals, invoice premiums, process policy changes and process claims. Online quoting Paperless environment using AMS 360.

03/2009 to 05/2011 Senior Account Manager

Patriot Risk & Insurance Services - Irvine, CA

Service all aspects of a book of commercial accounts, primarily large in size and in a variety of industries such as Contractors, Distributing, Manufacturing and property management companies. Market new and renewal business, prepare summaries and insurance proposals, invoice premiums, process policy changes. Online quoting Paperless environment using AMS 360.

08/2005 to 03/2009 Executive Account Manager

Tutton Insurance Brokers - Santa Ana, CA

Service and maintain existing book of commercial accounts. Market renewal business, prepare summaries and insurance proposals, invoice premiums, process policy changes. Online quoting Paperless environment using AFW.

01/2000 to 08/2005 Small Business Account Executive

Patrion Insurance Services (Formerly Anthem Insurance Services) - Santa Ana, CA

Responsible for initial customer contact, market and write all new small commercial lines business. On line quoting, negotiate pricing, prepare proposal and binders. Market renewals and responsible for retaining accounts. Service car was program with business volume of $2,850,000. Process policy changes, binders, policy review, invoicing, claims, certificates, online rating, establish and maintain customer relations. Resolve accounting issues and premium collection. Train new employees on computer system.

04/1996 to 01/2000 Senior Account Manager

J. Gregory Brown, Inc. - Newport Beach, CA

Service and maintain medium to large size accounts. Market new and renewal business, prepare summaries and insurance proposals, invoice premiums, process policy changes and process claims, certificate of insurance and final audits.

EDUCATION

Business Administration, completed 25 credits Leeward Community College - Honolulu, HI Completed INS 21, 22 & 23 Licensed as Fire & Casualty Broker/Agent, State of California

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