Veronica M. Email & Phone Number
Who is Veronica M.? Overview
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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.
Email format at Thimble
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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.
Veronica M.'s current company
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Veronica M. work experience
A career timeline built from the work history available for this profile.
Account Representative
-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.
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.
Licensed Sales Agent
- 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.
Licensed Sales Producer
- 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.
Agency Owner
- 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.
Licensed Sales Producer
- 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.
Colleagues at Thimble
Other employees you can reach at thimble.me. View company contacts for 35 employees →
Jennifer Gossett
Colleague at Thimble
Prosper, Texas, United States, United States
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CN
Christine Nakanwagi
Colleague at Thimble
Dubai, United Arab Emirates, United Arab Emirates
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VH
Vivian Ho
Colleague at Thimble
San Francisco Bay Area, United States
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🚀B
🚀 Beth Kessler
Colleague at Thimble
New York City Metropolitan Area, United States
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CV
Chris Vendetti
Colleague at Thimble
Mobile Metropolitan Area, United States
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JW
John Wei
Colleague at Thimble
Xiamen, Fujian, China, China
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MP
Megan Plasse
Colleague at Thimble
Troy, New York, United States, United States
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MR
Monika Ramnarayan
Colleague at Thimble
Atlanta, Georgia, United States, United States
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KS
Kiruthika Sivaraman
Colleague at Thimble
Fremont, California, United States, United States
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Veronica M. education
Business
Medical Office Management/Administration
Business Administration And Management, General
Education record
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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