Joann Martinez
P&C Commercial Lines Account Manager
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About
I am a very dedicated person. Love to work and learn. Love being part of a team.
Experience
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
Education
High School Diploma – Southside High School (1989)
