Commercial Insurance Account Manager - PMJ Insurance Services - Anaheim, CA
(2025-08)
- Manage and support commercial claims including Commercial Auto, General Liability, Workers' Compensation, and Property claims.
- Review policies to determine coverage applicability, limits, exclusions, and liability considerations.
- Serve as primary point of contact for clients during the claims process, providing updates, explaining coverage and ensuring clear communication.
- Gather documentation including accident reports, statements, loss details, and supporting records to assist carriers in claim investigation and evaluation.
- Monitor claim progress, follow up with adjusters, and advocate for timely resolution on behalf of clients.
- Maintain detailed and accurate documentation within the Agency Management System.
- Assist clients in understanding deductibles, liability exposure, and settlement outcomes.
- Maintain over 98% client retention through professional handling of claims.
Customer Experience Lead - All Choice Realty - Van Nuys, CA
(2024-09 - 2025-08)
- Managed client matters requiring investigative review, documentation analysis, and resolution coordination.
- Acted as a liaison between multiple stakeholders to ensure accurate communication and timely resolution of disputes.
- Maintained a 97% client retention rate by fostering trust, delivering consistent support, and building long-term client relationships.
Customer Experience Agent - A-MAX Insurance - Downey, CA
(2024-03 - 2024-09)
- Assessed customer insurance needs and explained auto policy coverages, deductibles, liability limits, and exclusions.
- Reviewed risk exposure and recommended appropriate coverage solutions.
- Documented policy changes and client communications in agency systems.
Customer Experience Specialist - Lone Star Insurance & Marketing - Northridge, CA
(2015-02 - 2023-12)
- Served as primary contact for policy servicing, billing disputes, and coverage clarification.
- Investigated and resolved customer concerns requiring policy review.
- Advised customers on renewals, updates, and policy changes.
- Implemented payment plans to resolve outstanding balances and streamline receivables.
