Account Manager Customer Service
Resume:
Brandon Alexander Munoz
San Jose, CA 95112
***********@*******.***
OBJECTIVE To be a productive team member within a company will allow me to utilize my exceptional customer services skills and client management abilities. Seeking a challenging position in the insurance industry where I can utilize my experience and grow as a professional and individual. SUMMARY OF QUALIFICATIONS Provide prompt, accurate, and courteous service to clients, producers, and company personnel in a professional and positive manner. Hardworking, enthusiastic and goal oriented. Work well under pressure with minimal supervision and with sound problem-solving skills. WORKEXPERIENCE Pacific Coast Benefits Insurance Services 2024-2025 Group Benefits Account Manager Assistant
Supported both large and small group health benefit plans, managing daily operations and annual open enrollment processes. Responsibilities included processing member enrollments, changes, and terminations; preparing account administration kits; and generating individual benefit quotes and group benefit materials. Managed COBRA enrollments, maintained legal documents, and produced monthly census reports. Oversaw updates to renewal and new business rates in the internal system, facilitated plan renewals, and monitored open claims and billing notices. Served as the primary point of contact for client inquiries, providing both in-person and phone support to ensure prompt and accurate service. Mass Mutual life Insurance Company 2023-2024
Customer Service Representative III
Financial Service Professional assisting with Fixed, Index, Variable Annuities. Managed day-to-day account operations for policy owners and financial advisors, providing reissuing of checks, required minimum distributions, current interest rates, current account details, assisting with new business accounts for all states, provided follow up calls on escalated policies. American Insurance General Company 2021 - 2023
Customer Service Professional IB
Financial Service Professional assisting with Fixed and Index Annuities. Managed day-to-day account operations for policy owners and financial advisors, providing reissuing of checks, required minimum distributions, current interest rates, current account details, assisting with new business accounts for all states, provided follow up calls on escalated policies. Lead associate as annuitization illustration quote processor. Processed annuitization quotes for the fixed department. Leavitt Pacific Insurance Brokers 2015 –2020
Commercial Account Manager Assistant/Loss Control Assistant/Notary Public Assisted in managing insureds on a day-to-day needs. Worked closely with producers to round business policies. Customized insured IIPP programs. Work closely with loss control manager to close client Cal OSHA citations.
As a loss control assistant, I managed ergonomic online self-screening evaluations and in person evaluations. Managed annual reviews on client evaluations and resolving open evaluations. Participated in corporate trade shows to promote ergonomics in the workplace. As Notary Public I processed company bonds and contractor bid bonds. EDUCATION San Jose State University, San Jose, CA B.A. Philosophy 2006 – 2011 SKILLS Excellent customer service and communication skills. Self-starter work with little supervision, ability to prioritize and control workflow. Bilingual English/Spanish. AMS360), Microsoft Office, Zoom, Ergonomics, Oasys, CIVV, Sunview, Onbase, LifeCad, Orion, Okta, Slack, Sunview, Truhu, Ease, HealthConnect, COBRAHelp REFERENCES References available upon request
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