Notable Achievements:

• While working in the non-standard insurance industry and with the assistance of local law enforcement and the National Insurance crime bureau, we exposed and took down one of the fraud rings located in the greater Los Angeles California area.
• I was designated as the Person Most Knowledgeable in the Claims Department while working at an Insurance Company.
• I was designated Special Investigator of The Month while working at a national provider of investigative and insurance fraud solutions.

Located in Mariposa, CA. Seeking a remote position on a temporary, temp to hire or direct hire basis. Available immediately.

Prior, this Commercial Account Manager oversaw a book of $20 million in premium, concentrating primarily on large accounts. They played a pivotal role in servicing lessors and managing risk policies. Their primary focus was on renewals and they supported one producer in this position. Daily responsibilities included renewals, marketing, coverage changes, audits, loss runs, email responses, endorsements, certificates, and billing.

Lastly, this candidate has worked as a Commercial Lines Customer Service Representative (CSR). In this role, they collaborated with three account executives, efficiently handling tasks such as policy checks/changes and processing certificates. They provided valuable assistance with a book of business that centered on lessor risks and day care centers.

• Located in La Mesa, CA
• Seeking $120k+ base salary
• Open to Direct Hire - Hybrid or Remote
• EPIC, AMS 360, & Applied TAM experience
• Active CA Property & Casualty License
• Bachelor's Degree

• Located in Winnetka, CA
• Open o Direct Hire or Temporary positions
• In Office, Hybrid or Remote
• Will consider $110K+ base salary
• Active CA Life/Health License
• Masters & Bachelor's Degree
• Bilingual English/Spanish

This candidate has also worked in a Call Center as a Commercial Lines Customer Service Representative. On average, they serviced 100 calls per day and focused on errors and omissions policies, assisting 10 Account Managers, processing certificates, updating policies, assisting in claim filings and addressing coverage questions.

• Located in Garden Grove, CA
• Open to Direct Hire opportunities on a Remote Only basis
• Seeking $50K+ base salary
• Active CA P&C and Life/Health Licenses
• Bilingual: English/Vietnamese
• Bachelor's Degree

• Bilingual English/Spanish
• AMS360, Hawksoft, FSC and advanced Microsoft Office experience
• Associates Degree
• Active Property & Casualty and Life & Health Licenses

They have worked at a Direct Writer as a CSR and Sales Representative for the last 20 years. They are adept at providing sales (40%) and servicing (60%) to their personal clients. They delivered exceptional customer service to all the 5000 policy holders that included responding to quoting policies, processing applications, and issuing policies. Policies averaged between $5K-$6K in premiums, but their High-Net Worth clients policies averaged $30K. They also processed endorsements, renewals, cancellations, and other client requests. This candidate has experienced marketing to different carriers such as CA Fair Plan, USLI, Superior Flood, Bumble, American Modern, Union General and Bristo West.

Located in Mecca, CA and seeking a Direct Hire, Remote position that offers $60K+ per year.

They are immediately available and offer excellent job stability and active Property & Casualty and Life & Health licenses. They reside in El Cajon, CA, will consider $48K - $60K on a Direct Hire, full-time basis.

This candidate offers excellent job stability and is proficient in using iPipeline, OneHQ and Microsoft Office. Located in Santee, CA, open to traveling up to 20 miles and will consider $25+ per hour.

Ideally, this candidate would like an insured facing position. They are open to going out in the field. The non-profit sector would be a good niche, as they are seeking a position that enables them to make a difference. They reside in Benecia, CA and open to Direct Hire positions on a Remote Only basis offering $75K+ per year.

With a proven track record of effectively managing high volumes, their goal is to contribute their skills and pursue growth within a company that values expertise and offers opportunities for advancement.  Open to Remote Only positions on a Direct Hire basis offering $80K - $85K per year.

Their insurance career started as an Underwriting Assistant at an Insurance Company focusing on construction risks. They supported underwriters with a $65 million book and managed new policy submissions, billing, certificates, and endorsements. Later, they lead a team of six underwriting assistants, managed team dynamics, provided training, and divided attention between new business development and policy renewals. They proficiently delegated tasks while personally overseeing their own portfolio.

They have since advanced to an Underwriter at a prominent Retail Agency, managing a diverse $40 million book, specializing in Workers Compensation, General Liability, and Commercial Auto policies. They skillfully handle policy renewals and manage policies ranging from $500,000 to $3 million in premium.

Most recently they worked as a Commercial Lines Account Executive. In this role, the main focus was on physicians' policies. They supervised a team consisting of 2 account executives and 2 CSRs. Responsibilities included ensuring that all physicians' policies complied with the appropriate guidelines, handling policy changes, billing, endorsements, marketing new and renewal business, and following up to ensure policy updates. They oversaw 500 active accounts with premium amounts ranging from $5,000 to $15,000.

Prior, this candidate gained experience at an Independent Agency as a Commercial Lines Account Executive. During that time, they managed a $20 million book of business and led a team of 7 individuals. They handled accounts with average premiums ranging from $5,000 to $500,000. Responsibilities were divided equally between new business and renewals. These were generalized risks.

This candidate also served as a Senior Account Executive at an Insurance Brokerage, with a focus on managing entertainment risks. They assisted in consolidating packaged policies for high net worth clients and ensuring their policies were in effect. Additionally, they handled new business and renewals, as well as commercial accounts such as general liability, workers' comp, excess liabilities, and BOP policies.

In their most recent role at an established insurance agency, the candidate showcased their prowess in cold calling, generating approximately 150 leads. Their focus on personal lines, particularly home and auto insurance, resulted in an impressive $20K - $30K in premium revenue. Notably, the candidate strategically marketed auto policies through a specific carrier while diversifying options for homeowners through various partners.

Prior to this, the candidate's outstanding sales achievements led them to become a top producer at another insurance agency. They averaged $10,000 in monthly premiums, showcasing their adeptness at cold calling, referral management, and skillful cross-selling. Beyond sales, they excelled in handling insurance reviews, daily servicing, billing, endorsements, and EOIs, effectively balancing a 60% sales and 40% servicing workload.

In an earlier role as a Customer Service Representative at a different agency, the candidate demonstrated a strong dedication to client satisfaction by efficiently managing the servicing needs of Personal Lines clients. Their proactive approach extended to providing new business quotes in the owner's absence. This experience also involved collaborating with a variety of carriers, showcasing their proficiency in marketing to multiple partners.

With a proven history of exceptional sales performance, a client-centric mindset, and a comprehensive understanding of the insurance landscape, this candidate is well-prepared to make a valuable impact in any insurance organization. Their P&C licenses, bilingual fluency, and industry expertise position them as a compelling asset for driving growth and success in the dynamic realm of insurance sales and service.

Most recently, they were working as a Customer Service Rep for a Direct Writer, where they focused solely on renewals, managing both personal and commercial lines. Their service-oriented approach included handling billing, payments, initiating new claims, as well as skillfully cross-selling/upselling.

Prior, they were equally adept at new business and renewals (50/50), successfully selling an average of $20k-$30k in new business premiums. Balancing these responsibilities allowed them to cultivate a diverse clientele while ensuring the satisfaction of existing customers.