Elissa Heredia Email & Phone Number

Boise, Id, Us

Irvine, Ca, Us

Chicago, Il, Us

-Assist sales executive with servicing current book of business, marketing, renewals and new business.-Market renewals to various carriers, prepare quotes & proposals.-Respond to policy and/or coverage inquires from insureds and insurance companies in a timely manner.-Maintain renewal controls on expirations and binders, check policy, audits and endorsements for accuracy.-Maintain accurate, detailed and organized account files.-Assist other account managers as needed.

Instrumental to the launching of new agencyHelped to establish new agency as the top 5th in the nation based on new sales and premiumSchedule meetings with existing and potential clientsQuote and write auto, homeowners, life, commercial and health insuranceOpen bank accounts, credit cards, auto and home loans through State Farm BankFollow up with clients, underwriters and service centersEnsure renewals of current policies and contracts Establish customer relationships to build trust and retention levelsDevelop and maintain relationships with C-Level executives, senior level staff and team leadersCollect payments and negotiate delinquent accountsEducate clients and analyze their insurance and financial needs; present comprehensive, customized plansEstablish new office procedures to expedite processing and accuracy for maximum profitCreate marketing campaigns and provide reports to staff for warm market leadsCompile data provided to external marketing companiesServe as primary liaison with several external marketing firmsAssist agent with various projects, communications, and conflict resolutionsTrain new hires for various staff positionsDelegate projects and service requests as needed to junior level staffConsistently meet and exceed monthly goals

Woodland Hills, Ca, Us

Quote and write auto and homeowners insuranceProvide clients with quotes; answer billing, claims and general inquiriesGenerate and distribute various reports to agents for marketing and servicing of book of businessGenerate and coordinate documents for underwriting departments, oversee office document controlFollow up with underwriters, service centers and billing departments with regards to claims and client issuesCompose correspondence to clients, title companies and internal Farmers departmentsCollect payments and negotiate delinquent accountsServe as primary liaison with external marketing firm (SecureCorp)

Bloomington, Illinois, Us

Conducted client research and marketing profiles by client segments utilized in targeted marketing campaignsCreated and approved marketing campaignsProvided customer support for marketing inquiries and financial issues (insurance/banking)Established claim procedures and processed insurance claimsOversaw basic accounting transactions such as payroll, accounts payable/receivable and bank deposits

Armonk, New York, Ny, Us

Compiled witness research and outlined examination and deposition questionsSupported 30+ attorneys with legal research and witness preparationAssistant supervisor for staff of twenty legal assistants (staffing, performance assessments, terminations)

Researched and composed demand statements to insurance companies with the intent to settle personal injury claimsCompleted introductory research and interviewed potential clientsComposed official correspondence and settlement proposals for 3-team Partner staff

Associate Of Arts (Aa), Paralegal

Education record