Results driven professional with expertise in client relationship management, contract fulfillment, and quality assurance. Skilled in driving business growth through effective communication and strategic partnerships, with a strong focus on operational efficiency and customer satisfaction. Ready to leverage a proven track record to excel as an Insurance Account Manager and support organizational success.
Overview
4
4
years of professional experience
Work History
Insurance Account Manager
Castro Valley Allstate Insurance Agency
01.2026 - Current
Maintain day-to-day client relationships; respond to inquiries via phone, email, and client meetings
Prepare, review, and present policy proposals, endorsements, and renewal quotes
Conduct account reviews and risk assessments to identify coverage gaps and recommend solutions
Coordinate with carriers, underwriters, brokers, and internal teams to place and service coverage
Manage renewals and ensure timely submission of applications and required documentation
Assist clients with claims reporting, follow-up, and resolution; act as client advocate with carriers
Maintain accurate account records in agency management system and ensure compliance with company procedures
Cross-sell additional products and services to meet client needs and revenue targets
Track key account metrics (retention, premium, loss ratios) and provide regular status reports
Train and mentor junior staff as needed; participate in team projects and process improvements
Director of Operations
WORLD BASEBALL BATS
01.2022 - 01.2026
Account Management: Direct client outreach and ongoing communication to fulfill custom product agreements and manage expectations.
Business Development: Build and maintain strategic relationships with youth, collegiate, and professional organizations to drive growth.
Client Education: Act as the primary point of contact to educate partners on brand activations and product value.
Engagement Tracking: Utilize data and social media tracking to monitor engagement and ensure high customer satisfaction.
Regional Delivery Trainer / Driver
AMAZON
10.2021 - 01.2026
Efficiency & Reliability: Execute high-volume daily operations while meeting strict performance standards and schedules.
Adaptability: Successfully balance multiple priorities in a fast-paced environment while maintaining consistent service quality.