Veronica M.
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Veronica M. Email & Phone Number

Commercial and Personal Lines Insurance | Proactive Customer Service and Problem Solving Skills | CRM Systems Proficiency | Account Management and Retention at Thimble
Location: Greater Sacramento, United States, United States 7 work roles 4 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Commercial and Personal Lines Insurance | Proactive Customer Service and Problem Solving Skills | CRM Systems Proficiency | Account Management and Retention
Location
Greater Sacramento, United States, United States
Company size

Who is Veronica M.? Overview

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Quick answer

Veronica M. is listed as Commercial and Personal Lines Insurance | Proactive Customer Service and Problem Solving Skills | CRM Systems Proficiency | Account Management and Retention at Thimble, a company with 35 employees, based in Greater Sacramento, United States, United States. AeroLeads shows a matched LinkedIn profile for Veronica M..

Veronica M. previously worked as Broker Success Associate at Thimble and Account Representative at Usi Insurance Services. Veronica M. holds Business from Sierra College.

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Email format at Thimble

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Thimble

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Profile bio

About Veronica M.

I have over 15 years of experience in the insurance industry, specializing in commercial and personal lines insurance, policy administration, and risk assessment.I have a strong track record of delivering proactive solutions to address coverage issues, educating agents and insureds on insurance appetite, exclusions, and collaborating with cross-departmental teams to ensure a smooth and seamless experience. I am proficient in various CRM systems, such as Salesforce, E-agent, Hubspot, and Epic, and I use them to track and maintain documentation of customer interactions and outcomes. I am also adept at staying updated with market trends and optimizing insurance coverage. My goal is to use my insurance expertise, problem solving skills, and leadership qualities to drive organizational growth and customer satisfaction.

Current workplace

Veronica M.'s current company

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Thimble
Thimble
Commercial and Personal Lines Insurance | Proactive Customer Service and Problem Solving Skills | CRM Systems Proficiency | Account Management and Retention
new york city, new york, united states
Website
Employees
35
AeroLeads page
7 roles

Veronica M. work experience

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Broker Success Associate

Current

United States

Mar 2024 - Present

Account Representative

Rancho Cordova, California, United States

-Process endorsements, audits, cancellations, and reinstatements.- Issue renewal and new certificate/evidence of insurance.- Complete accounting-related transactions including complex invoicing.- Gather renewal information and assemble application for Account Manager.- Maintains accurate information in Sagitta and ImageRight agency management system.

Nov 2023 - Mar 2024

Team Lead | Customer Experience

- Cross-trained and provided back up support for organizational leadership.- Resolved complex customer issues by collaborating with other departments and finding creative solutions.- Processed endorsements, issued renewal and certificate of insurance. - Responded to customer requests, offering excellent support and and tailored recommendations to address.

Apr 2022 - Nov 2023

Licensed Sales Agent

San Leandro, CA

  • Serviced and resolved clients' inquiries, and effectively identified cross-selling opportunities.
  • Conducted policy reviews and proactively contacted clients prior to renewal to discuss premium increases and alternative options.
  • Educated and informed prospects about coverage, changes, and exclusions.
  • Managed the processing, maintenance, and preparation of new and renewal accounts, ensuring accuracy and timely completion.
Jan 2021 - Apr 2022

Licensed Sales Producer

Roseville, California, United States

  • Handle all tasks associated with obtaining, maintaining, expanding and servicing existing personal lines & commercial book of business in accordance with all agency procedures and carrier guidelines.
  • Coordinated with insurance carriers and successfully resolved insurance coverage and payment issues.
  • Presented and recommended tailored insurance policy options to clients.
  • Evaluated applications for coverage and loss control reports to determine acceptable risk levels, ensuring comprehensive protection.
  • Assisted clients with policy changes, claims processing, billing, etc. within multiple carrier systems.
Jul 2015 - Dec 2020

Agency Owner

Vallejo, California, United States

  • Developed and presented proposals, identifying optimal insurance products tailored to individual policyholders' needs.
  • Performed needs-based client policy reviews, ensuring up-to-date coverage and recommending additional policies as necessary.
  • Pursued ongoing training and education to stay abreast of financial products and services in dynamic economic environments.
  • Offered expert guidance and management of policies, prioritizing asset protection for clients.
  • Oversaw policy proceeds and conducted regular reassessments of client needs, providing invaluable death benefits and ensuring continued satisfaction.
Jul 2009 - Jul 2015

Licensed Sales Producer

Roseville, California, United States

  • Achieved maximum retention of assigned personal lines book of business through diligent verification and strategic efforts.
  • Piloted data collection for insurance claims, utilizing interviews and physical property inspections to gather essential information.
  • Effectively communicated coverage options to potential policyholders, addressing their questions and concerns.
  • Enhanced sales through a consultative sales approach and building relationships with both new/existing policyholders.
Jul 2007 - Jul 2009
Team & coworkers

Colleagues at Thimble

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4 education records

Veronica M. education

Medical Office Management/Administration

Bryman Campus

Education record

Tennyson High School
FAQ

Frequently asked questions about Veronica M.

Quick answers generated from the profile data available on this page.

What company does Veronica M. work for?

Veronica M. works for Thimble.

What is Veronica M.'s role at Thimble?

Veronica M. is listed as Commercial and Personal Lines Insurance | Proactive Customer Service and Problem Solving Skills | CRM Systems Proficiency | Account Management and Retention at Thimble.

Where is Veronica M. based?

Veronica M. is based in Greater Sacramento, United States, United States while working with Thimble.

What companies has Veronica M. worked for?

Veronica M. has worked for Thimble, Usi Insurance Services, Coterie Insurance, Geico Local Office, and Allstate.

Who are Veronica M.'s colleagues at Thimble?

Veronica M.'s colleagues at Thimble include Jennifer Gossett, Christine Nakanwagi, Vivian Ho, 🚀 Beth Kessler, and Chris Vendetti.

How can I contact Veronica M.?

You can use AeroLeads to view verified contact signals for Veronica M. at Thimble, including work email, phone, and LinkedIn data when available.

What schools did Veronica M. attend?

Veronica M. holds Business from Sierra College.

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