Alexis Hernandez
Hesperia
Summary
Results-driven Customer Service Representative and Employee Benefits Account Manager adept at enhancing client satisfaction through effective communication and problem resolution. Proven ability to manage multiple accounts and ensure compliance with regulations while streamlining processes and supporting employee inquiries.
Overview
10
10
years of professional experience
Work History
Benefits Administrator Account Manager
SBMA
San Diego
10.2023 - Current
- Administered employee benefits programs including health, dental, and retirement plans.
- Managed employee inquiries regarding benefits eligibility and coverage details.
- Managed open enrollment processes by providing guidance on available benefits and answering questions from employees regarding their options.
- Ensured compliance with HIPAA privacy regulations when handling confidential information related to employee benefits programs.
- Checked accuracy and completeness of benefits applications and documents.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved client issues promptly through effective communication strategies.
- Resolved customer complaints in a timely manner.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Entered data into company database with accuracy and attention to detail.
- Reviewed documents for completeness and corrected discrepancies as needed.
- Maintained filing system for easy retrieval of records and documents.
- Updated existing records with new or revised information as needed.
Personal Lines Insurance Sales Agent
State Farm
Temecula
11.2021 - Current
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Offered policy guidance and management to promote asset protection.
- Exceeded company sales goals for new policies.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Personal Lines Account Manager
Orr & Associates Insurance Services
Menifee
06.2018 - 05.2019
- Informed and educated prospects about coverage, changes, and exclusions.
- Verified maximum retention of assigned personal lines book of business.
- Processed, maintained and prepared new and renewal accounts.
- Kept records and policy renewals up to date.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Handled all personal lines inquiries for the company.
- Familiar with the FSC rater and Applied EPIC.
- Experience quoting with Mercury, Safeco, Nationwide, CSE, Progressive, Travelers, The Hartford, Burns & Wilcox, and more.
Agency Producer
Farmers Insurance
Jurupa Valley
01.2018 - 06.2018
- Analyzed customer needs and then provided the best options, upselling products and services.
- Maintained a pleasant and cordial attitude at all times, even when issues arose.
- Researched coverage and premium options and supplied clients with the best coverage available.
- Promoted agency products to customers in person, on the telephone and in writing.
- Developed life insurance and commercial insurance leads to meet monthly sales targets.
- Followed up with potential clients regarding online information requests.
- Processed applications, payments, corrections, endorsements and cancellations.
Insurance Agent
State Farm: Agent Amy Blackwell
Murrieta
10.2016 - 12.2017
- Promoted agency products to customers in person, on the telephone and in writing.
- Submitted up-to-date activity and production logs to agency management for review.
- Prepared necessary paperwork to process insurance sales and renewals.
- Followed up with potential clients regarding online information requests.
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Developed life insurance and commercial insurance leads to meet monthly sales targets.
- Promoted client retention through high-quality service and follow through.
- Processed applications, payments, corrections, endorsements and cancellations.
- Called to collect payments for late pays. Calmed angry customers and regained their trust.
- Trained new employees with no prior experience.
Fitter and Cashier
Hope's Chest Bras And Swim
Canyon Lake
02.2016 - 10.2016
- Recommended and helped customers select merchandise based on their needs.
- Checked out customers quick and efficiently.
Cashier/ Stocker
Target
Menifee
08.2015 - 01.2016
- Informed customers about sales and promotions in a friendly and engaging manner.
- Stocked shelves as needed.
Education
License - Insurance
CA
High School Diploma -
Paloma Valley High School
Menifee, CA, United StatesSkills
- Strong organizational skills
- Active listening skills
- Adaptive team player
- Telecommunication skills
- Account Management
- Client Relations
- Computer Proficiency
- Customer service expert
- Courteous demeanor
- Time Management
- Data Collection
- Data Entry
- Filing
- Billing
- Microsoft Outlook
- Excel
- Wrike
- HealthPac
- CSIpac
- Jira
- Salesforce
- Type 60 WPM
Timeline
Benefits Administrator Account Manager
SBMA
10.2023 - Current
Personal Lines Insurance Sales Agent
State Farm
11.2021 - Current
Personal Lines Account Manager
Orr & Associates Insurance Services
06.2018 - 05.2019
Agency Producer
Farmers Insurance
01.2018 - 06.2018
Insurance Agent
State Farm: Agent Amy Blackwell
10.2016 - 12.2017
Fitter and Cashier
Hope's Chest Bras And Swim
02.2016 - 10.2016
Cashier/ Stocker
Target
08.2015 - 01.2016
License - Insurance
CA
High School Diploma -
Paloma Valley High School