Client Representative/Account Representative

Guadalupe V. Vera

** -** ******* ********* • Flushing, NY 11354 • 347-***-**** • ************@***.***

Professional Profile

Exceptional interpersonal skills with an aptitude for building rapport with a diverse range of people.

Advanced administrative skills and an ability to support senior executives and brokers.

Expertise in finance, bookkeeping, and billing.

Able to multitask while remaining professional and courteous in a fast-paced dynamic environment.

Exceptional communication skills in English and Spanish.

Computer proficient performer with expertise in MS Windows, MS Office (Word, Excel, PowerPoint, Outlook, EPIC, CSR24), and MS Internet Explorer.)

Professional Experience

Account Representative, Arthur J. Gallagher, New York, NY 7/2012 - 2/10/15

Establish and maintain a professional relationship with the clients while developing a thorough understanding of their operations and service

needs;

Coordinate activities with other departments to ensure continuous customer service for all clients;

Serve as key client liaison for items such as certificates, Auto ID cards and manage routine and complex coverage inquiries and endorsement requests, billing premiums;

Responsible for policy management including follow up for policies, review of policy against bound terms & conditions, request for corrections, if any and delivery of reviewed policy to Client

Compose and distribute inter-departmental communications (email, documents), ensuring timely delivery and receipt of important information

while at the same time maintaining confidentiality.

Resolve problems and/or discrepancies which may involve research and data collection.

Client Representative, Marsh & McLennan Companies, Inc., New York, NY 2001 to 2012

Provides day-to-day functional insurance support including phone coverage, filing and document processing.

Processing insurance coverage applications, renewals, endorsements, and cancellations

Issuing Certificates of Insurance.

Preparing and issuing invoices, and following up for any outstanding receivables.

Assisting the Accounting department with the resolution of unapplied cash receipts.

Handling general client questions and issues in a timely manner.

Responded actively to internal and external requests for information.

Prepared documents, policy information and files for additional handling by other associates.

Establish, maintain, and update files, databases, records, and other documents; develop and maintain data, and perform routine analysis and calculations in the processing of data for recurring internal reports.

Administrative Assistant, Acordia NA, New York, NY 2001 (Temp)

Oversee and manage office activities to ensure stability and consistency.

Coordinate travel arrangements, corporate agendas, and itineraries.

Provide administrative / secretarial support for the department / division such as answering telephones, assisting visitors, and resolving and referring a range of administrative problems and inquiries.

Compose and distribute inter-departmental communications (email, documents), ensuring timely delivery and receipt of important information while at the same time maintaining confidentiality.

Insurance Secretary, Kaye Insurance, New York, NY 1998-2001

Coordinate activities with other departments to ensure continuous customer service for all clients.

Responsibilities included telephone support, maintaining extensive filing system, billing and accounting, scheduling, and preparing client facing

correspondence.

Provide executive level support to the insurance brokers, with a demonstrated ability to improvise, improve procedures, and meet demanding deadlines.

Resolve problems and/or discrepancies which may involve research and data collection.

Coordinate materials or special projects for assigned staff or individuals.

Secretary, Heartshare Human Services of New York, Brooklyn, NY 1995 -1998

Scheduled and facilitated conferences and client meetings.

Distributed office mail, managed multi-line phone system, and processed expense reports.

Typed, faxed and copied professional correspondence, and performed data entry.

Procured office supplies and maintained supply inventory.

Created and executed numerous projects using Excel.

Education

Boricua College, Brooklyn NY 1987

Eastern District High School, Brooklyn NY 1986 - High School Diploma obtained

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