Customer Service Account Manager

Kevin McQuade

***** ******* *** #***, **** Hills CA 91307 818-***-****

***************@*****.***

SKILLS

*Strong public speaking and writing skills

*Extensive in person and over the phone customer service/sales experience

*Attention to detail when completing tasks

*Proficient in Microsoft Office applications, Money Guide Pro, E-Valuator

EXPERIENCE

July 2022-Present

SENIOR ACCOUNT MANAGER/AGENCY PRODUCER

FARMERS INSURANCE – WOODLAND HILLS

Farmers District Manager: Jose Moreano 818-***-****

*Conducted “Farmers Friendly Reviews” risk assessment evaluations for clients to identify their insurance needs and recommend appropriate coverage options during a volatile insurance market.

*Averaged roughly $15,000 a month in new business policy premium sales from cold calling leads and by utilizing cross-sale opportunities for current clients that would call in for servicing requests.

*Managed client relationships, addressed inquiries, and proactively communicated updates on existing policies and coverage.

*Collaborated with underwriters and claims adjusters to expedite claims processing and ensure prompt resolution for clients.

*Utilized Salesforce to ensure client policies were in good standing, tracked required document deadlines or any payments that were due that could result in unwanted policy cancellations.

September 2020 to June 2022,

June 2011 to August 2015

PUBLIC RELATIONS ASSISTANT

MAYO COMMUNICATIONS (PUBLIC RELATIONS AGENCY)- WEST HILLS, CA

*Provided administrative support to the general manager and president of external relations and public affairs.

*Drafted press releases, and content for social media platforms for different clients in entertainment and non-profit.

*Updated the Mayo Communications website with announcements and media alerts.

*Coordinated meetings, events, and appointments for clients. Provided photography and video services at events.

September 2019 to May 2020

BRANCH SERVICE REPRESENTATIVE

E-TRADE FINANCIAL- LOS ANGELES, CA

Senior Retail Branch Manager: Robert Hempstead 800-***-****

*Assisted walk-in clients at the branch with their financial needs in a friendly and professional manner. Topics would range from check/stock certificate deposits, how to open new accounts/ review balances, as well as demonstrations on how to navigate E*TRADE’s site/mobile app and more.

*Maintained a filing system at the front desk that was organized to meet compliance audit requirements.

*Conducted research with departments beyond our branch within E*TRADE including the Transfer of Assets team and Margin Department via phone or Slack Messenger to help assist our consultants service their clients.

*Managed a daily “Check 21 Report”, a manual review of the previous day check deposits to ensure they were successfully deposited into the correct amounts and filed accordingly afterwards.

*Acquired work from home experience during COVID-19 pandemic.

February 2008 to August 2019

CASHIER CUSTOMER SERVICE

PAVILIONS- WEST HILLS, CA

*Ensured a superior customer service experience for shoppers by addressing their concerns, demonstrating patience and resolving problems efficiently.

*Directed incoming calls to internal personnel and the departments that could best help the customer’s needs.

* Money handling experience and made on the spot calculations during transactions to price match an advertisement or provide a written rain check for a customer.

EDUCATION

2022

PROPERTY AND CASUALTY INSURANCE LICENSE

2019

PASSED THE SECURITY INDUSTRY ESSENTIALS (SIE) FINRA EXAM

BACHELOR OF SCIENCE IN FINANCE: FINANCIAL PLANNING

CALIFORNIA STATE UNIVERSITY NORTHRIDGE

* Won the Top Advisor award in the E-Valuator T.E.A.M. University Challenge Fall 2018 during its first time held at C.S.U.N. Completed all courses required to take the Certified Financial Planner

2015

COMPLETED TRANSFER COURSES

LOS ANGELES PIERCE COLLEGE

2009

ACADEMIC DIPLOMA

EL CAMINO REAL CHARTER HIGH SCHOOL

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