Celeste Leon Email & Phone Number

Salinas, CA, US

Salinas, California, United States

Oxnard, California, United States

Assist prospective customers in completing their quote by determining eligibility, discussing coverage options, and binding their policy. Communicating with customers during heavy-call volumes and multiple chats at once, using various systems for quoting and data-gathering, keeping records of customer interactions, and IT tracking for system issues and.

Conduct week-long trainings for new Farmers agents and staff members on proper navigation of the Farmers Agency Dashboard, all its functionalities and other websites connected to the Dashboard. Conduct assessments to measure a candidate’s knowledge of the Dashboard before and after training is completed. Provide on-call assistance after training is.

Assisted agents remotely with agency related tasks such as processing policy alerts and customer requests, responding to client emails, taking phone calls, taking payments, filing claims, training and assisting new staff members, cross-selling and reviewing coverage levels on existing book of business.

Salinas, California, United States

Manage larger commercial accounts by generating ACORDS and gathering loss runs to evaluate and market if determined necessary by working closely with the account executive, follow up with various different carriers and underwriters to obtain proposals and determine the best option for the client. Present coverage options to large company executives and.

Salinas, California, United States

Process insured requests such as adding vehicles, processing MVRs for new drivers, adding or removing coverage, explaining coverage in detail, making changes to existing home and or umbrella policies. Assisting producers with meeting underwriting guidelines upon submission of new policies. Meeting daily membership quotas. Collect payments on accounts at.

Salinas, California, United States

CSR assisting the agent in servicing the book of business, cross-selling, and all tasks associated with running the agency. HR-related duties such as interviewing, choice of hire, train and oversee all staff members. Discuss and review all types of insurance products with new and existing customers. Reach out, schedule and conduct routine FFRs with.

Associate Of Arts - Aa, Psychology

Sales, Insurance

Customer Service Training and Insurance Products training- Ongoing.