Experience

PURE Insurance

• United States
• Insurance
• 700 & Above Employee

• Underwriter

  • Jan 2022 - Present

• Team Lead

  • Jun 2019 - Jan 2022

• Account Executive

  • Mar 2015 - Jan 2022



BBVA in the USA

• United States
• Banking
• 700 & Above Employee

• Account Manager/ Insurance Agent

  • Oct 2012 - Mar 2015

  Agency setting- manage Personal Lines P&C insurance accounts. Work with clients in person, by telephone and email. Counsels clients on coverages to meet their needs. Review policy renewals and remarket when necessary. Cross sell to round accounts and meet retention goals. Process incoming mail. Run cancellation reports with various carriers & work with clients to resolve issues or remarket with new carriers. Agency setting- manage Personal Lines P&C insurance accounts. Work with clients in person, by telephone and email. Counsels clients on coverages to meet their needs. Review policy renewals and remarket when necessary. Cross sell to round accounts and meet retention goals. Process incoming mail. Run cancellation reports with various carriers & work with clients to resolve issues or remarket with new carriers.



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Customer Service Specialist

  • Nov 2003 - Oct 2012

  Assisted policyholders from a fast paced, high volume call center. Diffused escalated customer concerns and used outside the box thinking to offer resolutions to benefit both the policyholder and the business. Built relationships with policyholders to ensure retention and business growth. Assisted our rewrite team in writing new business policies for customers via leads. Assisted policyholders from a fast paced, high volume call center. Diffused escalated customer concerns and used outside the box thinking to offer resolutions to benefit both the policyholder and the business. Built relationships with policyholders to ensure retention and business growth. Assisted our rewrite team in writing new business policies for customers via leads.