Experience

G2 Insurance Services - A Relation Company

• United States
• Insurance
• 1 - 100 Employee

• Associate Client Manager

  • Apr 2019 - Present

  • Assist Senior Client Managers with creating insurance summaries and new business development. • Prepare binders, certificates, auto ID cards, invoices, and non-payment information. • Perform pre-renewal process per PRM guidelines, manage expirations reports, renewals, and process endorsements in a timely manner. • Maintain appropriate documentations in EPIC of service, marketing and policy communications with clients and carriers. • With assistance, inform and educate… Show more • Assist Senior Client Managers with creating insurance summaries and new business development. • Prepare binders, certificates, auto ID cards, invoices, and non-payment information. • Perform pre-renewal process per PRM guidelines, manage expirations reports, renewals, and process endorsements in a timely manner. • Maintain appropriate documentations in EPIC of service, marketing and policy communications with clients and carriers. • With assistance, inform and educate clients regarding coverage, exclusions, and exposures. • With assistance, respond to and resolve client issues regarding coverage questions and/or other related issues. Show less



State Farm

• United States
• Insurance
• 700 & Above Employee

• Insurance Account Representative

  • Oct 2018 - Apr 2019

  Concord, California, United States • Develop leads and Schedule appointments to complete a client-needs based review. • Servicing accounts includes billing, insurance availability, eligibility, policy endorsements, and transfers. • Issue Certificate of Insurance and Auto ID Cards. • Obtain Loss Runs, Motor Vehicle Reports, and Ex-Mods. • Create and Update Client Accounts.



Comcast

• United States
• Telecommunications
• 700 & Above Employee

• Retail Sales Operations Specialist

  • Feb 2017 - Feb 2018

  • Maintain business relationships with Retail Operations Managers, Marketing & Merchandising Managers, Market, Stores, and Assistant Store Managers. • Engage and collaborate with operations team and store leadership of multiple markets to compile data pertaining to the effectiveness and efficiency of the internal processes, such as: cash handling, point of sale transactions, planogram applications, compliance, and security processes. • Coordinate meeting with Business Assurance… Show more • Maintain business relationships with Retail Operations Managers, Marketing & Merchandising Managers, Market, Stores, and Assistant Store Managers. • Engage and collaborate with operations team and store leadership of multiple markets to compile data pertaining to the effectiveness and efficiency of the internal processes, such as: cash handling, point of sale transactions, planogram applications, compliance, and security processes. • Coordinate meeting with Business Assurance, Sales Marketing, Retail Operations Team to maintain and adhere to Comcast Cable Corporation cash handling policies, compliance, and security requirements. • Develop solutions, maintain knowledge, and train store managers and front-line employees on new processes pertaining, but not limited to, cash handlings processes, marketing and merchandising, sales applications, and security requirements.

• Retail Sales Representative

  • Mar 2015 - Feb 2017

  Concord, California, United States



ClickAway Verizon Wireless - Concord

• United States
• Retail

• Retail Sales Representative

  • Oct 2013 - Oct 2014



T-Mobile

• United States
• Telecommunications
• 700 & Above Employee

• Retail Sales Consultant

  • Sep 2012 - Oct 2013

  Oakland, California, United States



State Farm

• United States
• Insurance
• 700 & Above Employee

• Office Manager

  • Aug 2011 - Sep 2012

  San Mateo, California, United States