Marcela Vega
Cordova
Summary
Innovative Commercial Account Manager with several-year history. Adept at retaining current accounts and relationship building with prospective clients.
Overview
23
23
years of professional experience
1988
1988
years of post-secondary education
Work History
Commercial Lines Account Manager
HUB International Limited
Memphis
03.2019 - Current
Manage multiple commercial accounts through Applied Epic Systems.
Account Volume $5. Million in premium
Complete agency billing and reconciliation
Create spreadsheets to review with Producer for year comparisons
Create premium and rate comparisons to review with Producers and clients
Assist the Producer in new and business and renewal information processing
Assist in negotiating of renewals with carriers to secure and retain accounts
Marketing various commercial accounts for current clients, new business and start ups
Provide customer service support to our clients for their daily needs and requests
Commercial Lines Account Manager
HMP Insurance
Memphis
09.2015 - 03.2019
- Managed multiple commercial accounts through AMS360 and Applied Epic
- Account Volume $5.5 Million
- Complete billing reconciliation and monthly statement for commercial accounts
- Create spreadsheets to review with Producer for yearly comparison
- Create premium and rate comparisons to review with Producer and clients Assist
- Assist the Producer in new business and renewal information processing
- Assist in the negotiation of renewals with carriers to secure and retain accounts
- Managed client accounts to ensure comprehensive insurance coverage.
Commercial Lines Account Manager
Collier Insurance
Memphis
10.2002 - 09.2015
- Managed commercial accounts for various clients
- Premium volume $3.5 Million
- Market current accounts as well ad new business and start up business
- Managed accounts with large property and vehicle schedules
- Agency billing and reconciliation
- Provide customer service to customers for their needs and requests
Education
Computer Science
New Mexico Junior College
Hobbs, NM 08.1987 - 12.1988
High School Diploma
Hobbs, NMSkills
Experience in the insurance industry for thirty years, spending five years in personal lines and twenty-five years in commercial lines
Work well with others and strive to succeed with all assigned tasks and responsibilities
Major focus points are to work hard to retain current business and obtain new ones
Communicate well with customers and others
- Applied Epic
- Account management
- Agency billing
- Customer service
- Premium analysis
- Market research
- Client retention
- Time management
- Effective communication
- Team collaboration
- Portfolio management
- Account retention
Professional License
- Insurance Agent, CISR
Timeline
Commercial Lines Account Manager
HUB International Limited
03.2019 - Current
Commercial Lines Account Manager
HMP Insurance
09.2015 - 03.2019
Commercial Lines Account Manager
Collier Insurance
10.2002 - 09.2015
Computer Science
New Mexico Junior College
08.1987 - 12.1988
High School Diploma