Daniel Villanueva
Assistant Branch Manager at Wescom Credit Union- Claim this Profile
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Bio
Experience
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Wescom Credit Union
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Banking
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400 - 500 Employee
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Assistant Branch Manager
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Mar 2023 - Present
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Branch Operations Supervisor
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Apr 2021 - Present
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Member Services Representative III
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Nov 2018 - Apr 2021
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Insurance Service Representative
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Jun 2016 - Nov 2018
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First American
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United States
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Financial Services
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700 & Above Employee
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Insurance Service Representative
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Aug 2008 - Jul 2016
Work in a call center environment, servicing homeowners & auto insurance policies from policyholders, insurance brokers and national lenders. Process policyholder’s endorsements with the understanding of our UW guidelines; cancellation request, mortgage/lien holder changes and coverage change. Provide quotes and aggressively sale our renter’s insurance product to potential insured’s Work in a call center environment, servicing homeowners & auto insurance policies from policyholders, insurance brokers and national lenders. Process policyholder’s endorsements with the understanding of our UW guidelines; cancellation request, mortgage/lien holder changes and coverage change. Provide quotes and aggressively sale our renter’s insurance product to potential insured’s
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CSAA Insurance Group, a AAA Insurer
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United States
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Insurance
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700 & Above Employee
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Insurance Service Specialist
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May 2006 - Aug 2008
Handled an average of 75 calls per day on billing and coverage inquiries from existing policyholders, brokers and national lenders. Process policyholder’s endorsements with the understanding of our UW guidelines; cancellation request, mortgage/lien holder changes and coverage change with premium impacts. To have an understanding of all available insurance products and services to proactively promote them to current policyholders. Handled an average of 75 calls per day on billing and coverage inquiries from existing policyholders, brokers and national lenders. Process policyholder’s endorsements with the understanding of our UW guidelines; cancellation request, mortgage/lien holder changes and coverage change with premium impacts. To have an understanding of all available insurance products and services to proactively promote them to current policyholders.
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The General®
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United States
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Insurance
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700 & Above Employee
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Customer Service Representative
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Apr 2004 - May 2006
Handled and average of 90 calls per day on billing and coverage inquires from existing policyholders, direct agents and national lenders. Process policyholder’s endorsements with the understanding of our UW guidelines; cancellation request, loss payee, driver change, vehicle change and coverage change with premium impacts. Had the responsibility to review forms and issue binder coverage on new vehicles Handled and average of 90 calls per day on billing and coverage inquires from existing policyholders, direct agents and national lenders. Process policyholder’s endorsements with the understanding of our UW guidelines; cancellation request, loss payee, driver change, vehicle change and coverage change with premium impacts. Had the responsibility to review forms and issue binder coverage on new vehicles
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Education
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Santa Ana College