Customer Service Csr
Resume:
IMELDA MENDOZA
***********@*****.***
Licensed and with over 10 years of Property & Casualty Experience mainly in Personal Lines Department & Small Tech Commercial Accounts. Account Managing with Affluent to Middle Clientele Accounts and over 20 years of Customer Service Experience.
EXPERIENCE
Paul Nadler Insurance & Associates, San Carlos, CA — Personal Lines Specialists
March 2019
●Account Managing Small to Middle Market Accounts with New & Existing Clientele
●Write New Business, Retain Account Renewals, Remarket Accounts & Package Monoline Accounts by upselling other available lines that’s appropriate
●Provide excellent customer service such as assisting with New Business quotes, Endorsements, process payments & assisting with filing Claims and any endorsement payments or claims follow ups.
●Pre-Underwrite New Business by placing with the appropriate carrier & review current exposures by asking the right questions and any possible liabilities.
●Issue New & Renewal Policies, provide Evidence of Insurance & Auto ID Cards.
●Review & Educate Clientele their current coverage limits and offer higher if needed.
Wells Fargo Insurance, San Carlos, CA — Account Representative (Commercial)
April 2010 - January 2014
●Managed Small Technology Unit Accounts (Start Ups) with New and Existing Accounts
●Wrote New Business, Retained Renewals, Remarketed & Packaged Monoline Accounts
●Provided Excellent Customer Service with any Policy or Coverage Questions, New Business quotes, Endorsements, processed Payments, Filed Claims & any follow ups.
●Pre-Underwrite New Business & Renewals by placing with the appropriate carrier & review current, new or possible liability exposures & help find competitive Rates
●Issued New and Renewal Policies, provided Evidence of Insurance & Auto ID Cards.
●Review & Educate Clientele their current coverage limits and offer higher if needed.
●Worked with assigned Contact of Influence and Realtors/Mortgage Brokers Daily
ABD/Wells Fargo Insurance Services, Redwood City, CA — Jr. Account Executive
January 2006 - April 2010
●Account Managing for Affluent Clientele in Personal Lines, New and Existing Accounts
●Wrote New Business, Retained Renewals, Remarketed & Packaged Monoline Accounts
●Provided Excellent Customer Service, Answered any questions regarding Policy or Coverage questions, provided New Business quotes, Endorsements, Payments & Claims
●Pre-Underwrite New Business & Renewals by placing with the appropriate carrier & review existing/current, new or possible liability exposures.
●Issued New and Renewal Policies, provide Evidence of Insurance & Auto ID Cards.
●Reviewed & Educated Clientele their current coverage limits & offered higher if needed.
●Worked with assigned Contact of Influence and Realtors/Mortgage Brokers
Norman Lin, Insurance & Financial Services, Inc. Daly City, CA — CSR
January 2003 - April 2006
●Provided Excellent Customer Service for Prospect, New and Existing clientele
●Wrote New Business, Retained Account Renewals, Remarket Accounts & Packaged Monoline Accounts as much possible by upselling other appropriate coverages available
●New Business quotes, Endorsements, Payments, Filed Claims and any follow ups.
●Pre-Underwrite New Business & Renewals by placing with the appropriate carrier & review current exposures by asking the right questions or possible liability exposures.
●Issued New and Renewal Policies, provided Evidence of Insurance & Auto ID Cards.
●Review & Educate Clients their current coverage limits & offer higher as needed.
●Worked with assigned Contact of Influence and Realtors/Mortgage Brokers Daily
EDUCATION
Property & Casualty Licensed
SFSU, Extension, San Francisco, CA — Computer Networking Certified
September 2000 - September 2002
Community Colleges - San Diego & San Francisco, CA - General Studies
June 1992 - June 1996
Reference
Available Upon Request
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