Veronica M. Email & Phone Number

Sacramento, Ca, Us

United States

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.

- 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 needs.- Utilized phone, online chat, and email platforms to deliver outstanding customer service.- Delivered exceptional customer service to every customer/agent by leveraging extensive knowledge of products and services, creating a welcoming and positive experiences.

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.

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.

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.

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.

Business

Medical Office Management/Administration

Business Administration And Management, General

Education record