Joann Martinez

I am a very dedicated person. Love to work and learn. Love being part of a team.

Account Manager for Student Accident Insurance at Players Health USA. Inc (2022-06 – 2026-04)

• Prepared applications, proposals, invoices, data entry, issued policies

Brown & Brown Insurance (2021-03 – 2021-06)

Our sector was purchased by Player's Health

Personal Lines Account Manager at USI Insurance (2020-03 – 2021-03)

National Shared Services Personal Risk

• Process and task endorsements to Account Managers

Commercial Lines Account Manager at Myron & Steves General Agency (2017-09 – 2020-03)

• Processed new business and renewal binders from designated agencies and other service requests

Commercial Lines Account Manager at Whitaker Insurance Agency (2014-08 – 2017-08)

• Quoted and issued new business Special Risk policies
• Discussed and updated renewal information with clients
• Ordered renewal quotes, finance notes, processed endorsements and evidence of insurance and certificates of insurance

Personal Lines Account Manager at Access Insurance (2012-05 – 2014-08)

Proficient in customer service for multiple companies in a high-volume agency.

• Assisted with phones, customer questions pertaining to coverage and billing questions
• Coordinated payments with Mortgage Holders

Student Accident Administrator at The Brokerage Store (2006-04 – 2012-04)

• Assisted in selling Supplemental Insurance to school districts
• Prepared proposals and invoicing and other necessary agency functions

High School Diploma – Southside High School (1989)