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Account Manager Operations Supervisor

Location:
Reseda, CA
Salary:
75000
Posted:
March 05, 2024

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Resume:

YADIRA

ROMERO

ad343h@r.postjobfree.com

818-***-****

Reseda, CA 91335

Accurate and results-driven insurance professional with 5+ years of extensive experience in a faced-paced business environment. Possessing a Business Management degree and 7+ years of supervising experience. PROFESSIONAL SUMMARY

State Farm Insurance Agency - Personal & Commercial Lines Account Manager

Bellflower, CA • 02/2021 - Current

Tokio Marine HCC Formerly NAS Insurance Services - Cyber Underwriting Operations Supervisor

Encino, CA • 06/2018 - 06/2019

WORK HISTORY

Process quotes, applications, binders, and endorsements for new and renewal accounts

• Top producer exceeding $26,000 in premium monthly sales

• Interact with clients daily by answering inquiries in person or via call Manage book of profitable renewal accounts within personal underwriting authority and guidelines.

Analyze risk data of prospective insurance applicants to identify their hazards and exposures

Develop work relationships with sales agents within my assigned territory

Organize and prioritize daily tasks and goals while exceeding quality standard within a 24 hour turn around time.

Managed the Cyber book and supported Professional and Specialty Lines underwriting including D&O, E&O, Long Term Care, Abuse & Molestation Insurance, Cyber Liability, Medical Malpractice Insurance, and professional liability

Managed 14 direct reports (underwriting assistants I, II and Seniors) and worked closely with associate underwriters, executive underwriters and senior underwriters in the West & East Coast

Mentored newly hired employees on operations processes and policy issuance and developed training manual to use for reference

Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows

• Hired and evaluated staff members

Handled customer complaints, resolved issues, and adjusted policies to meet changing needs

Conducted routine inspections of customer files to check quality and compliance with established specifications

Enforced rules and regulations outlined in company manual to set forth expectations comprehensibly and consistently

SKILLS

Proficient with Professional,

Personal, Commercial, Specialty

and Cyber Lines

Exceptional written and verbal

communication both English and

Spanish

Collaboration with Sr. Leadership

and Team

• Conflict resolution

• Mentorship

• Analytical decision making

• Detailed Orientated

• Interpersonal Skills

• Analytics

• Account Management

University of Phoenix

Woodland Hills, CA • 07/2011

Bachelor of Science: Business

Management

International College of

Communication

Hollywood,Ca • 02/1999

Associate of Arts: Radio And

Television Broadcasting

Pacific Palisades High School

Pacific Palisades • 01/1996

High School Diploma

EDUCATION

CERTIFICATIONS

• Property & Casualty License

• Life & Health Insurance License

Tokio Marine HCC Formerly NAS Insurance Services - E&O, D&O, & Cyber Underwriter

Encino, CA • 08/2016 - 06/2018

Nas Insurance Services - Professional Liability Underwriting Assistant Encino, CA • 02/2016 - 08/2016

Anthem Blue Cross - Sr. Small Group Underwriter

Woodland Hills, Ca • 09/2014 - 01/2016

• Strategized and collaborated with SVP on new and existing projects. Quoted and bond new business and maintained renewal book within assigned terrority.

Advanced knowledge of complex underwriting, pricing, risk analysis, negotiation, and controlling loss in adherence to company standards of quality assurance and accuracy.

Solicited industry knowledge from fostering and developing positive relationships with wholesale brokers,

• Analyzed data to determine performance of wholesale agencies. Collaborated with regional director to create new underwriting forms based on company guidelines.

Performed staff interviews, recommended promotions and trained new employees.

Mentored and assisted Associate Underwriters and assisted with company policies, procedures, guidelines compliance regulations and marketing strategies.

Collaborated and communicated with Cyber and my team on internal efficient processes and best practices.

Developed internal and external client relationships committing to excellent customer service.

Managed book of profitable renewal accounts within personal underwriting authority and guidelines for D&O, E&O, Abuse & Molestation and Medial Malpractice.

Organized and prioritized daily tasks and goals while exceeding quality standard within a 24-hour turn-around.

Processed quotes, binders, and endorsements for new and renewal accounts.

Responsible for individual enrollments, billing activities, and maintained assigned accounts.

Verified enrollment status, made changes to records, research and resolved enrollment system rejections.

Ensured accuracy and timelines of the membership and enrollment processes.

Maintained enrollment database: order identification cards, determine eligibility and apply contract language for case assigned to avoid member abrasion.

Maintained and reconciled premium bill, self-bill, and individual billed accounts.

Analyzed excel reports to ensure accuracy of received enrollment forms.

Ensured actuarial soundness of premium rates

Analyzed member and market trends, and ensured missing payments were located



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