Dolores Vazquez
Manteca
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
29
29
years of professional experience
Work History
Relationship Manager
The Baldwin Group
11.2023 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Assisted finance department in managing outstanding invoices from delinquent accounts, thereby reducing collection periods and improving cash flow management.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Managed customer relations on ongoing basis to maximize customer retention.
Private Client Personal Lines Account Manager
Risk Strategies Company
04.2021 - 11.2023
- Independently manage a book of business for Middle Market and High Net Worth clients.
- Maintain records and stay current with new business, renewals, endorsements, notice of cancellations, EOI's, non-renewals, SOI's, Proposals.
- Oversee all activities and transactions within my book, currently over $3 Million
- Ensure complete documentation records are in our agency management system by updating AMS360/WorkSmart accordingly.
- Service accounts on regular basis to maintain and increase revenue.
- Evaluate prospect's current insurance program and offer alternatives.
- Stay in contact with underwriters and marketing personnel to build a relationship and update changes.
- Offer broadest possible coverage for new and existing business clients in order to maximize sales.
- Display consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Handle wildfire non-renewals, non-renewals due to claims.
Commercial Account Manager
Centurion Insurance Agency
12.2020 - 04.2021
- Processed daily mail, email and phone calls from customers and producers to generate new business.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Maintained required data in agency management system to follow corporate guidelines.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Personal Lines Account Manager
Basi Insurance Service's Inc
12.2013 - 12.2020
- Maintained records and stayed current with policy renewals.
- Oversaw all activities and transactions within personal lines.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Serviced $2.7 Million accounts on regular basis to maintain and increase revenue.
- Remained up to date on forms, rates and types of coverage.
- Provided advice and counsel on personal lines matters.
- Monitored electronic activities closely.
- Evaluated prospect's current insurance program and offered alternatives.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Personal Lines Account Manager
Davis & Associates Insurance Brokers
09.2005 - 12.2013
- Processed downloads and stayed current with policy renewals.
- Oversaw all activities and transactions within personal lines department.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Serviced all personal accounts on regular basis to maintain and increase revenue.
- Remained up to date on forms, rates and types of coverage.
- Provided advice and counsel on personal lines matters.
- Evaluated prospect's current insurance program and offered alternatives.
- Remained impartial in order to advise clients based on circumstances.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met with customers to provide information about available products and policies.
Customer Service Representative
State Farm Insurance
09.2003 - 09.2005
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer other lines of business, such as life insurance, hospital income, equity lines of credit. Set up appointment for Agent in office.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Answered product and service questions, suggesting other offerings to attract potential customers.
- Updated account information to maintain customer records.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Personal Lines Account Executive
SN Potter Insurance
09.2000 - 09.2003
- Marketed and sold insurance policies directly to clients.
- Conducted annual reviews of existing policies to update information.
- Responded to billing inquiries, coverage verification and other questions by phone and email.
- Met with customers to provide information about available products and policies.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Provided exceptional sales support to field producers.
- Communicated with agency owner frequently on growth.
- Promoted to Special Rural Districts Program, underwriting water districts, reclamation districts, fire departments, cemetery.
Personal Lines Account Manager
DeBock & Muth Insurance Agency
09.1995 - 09.2000
- Self-Starter learned to Interface with multiple insurance carriers.
- Stayed in contact with underwriters and marketing personnel.
- Serviced all personal accounts on regular basis to maintain and increase revenue.
- Met with customers to provide information about available products and policies.
- Displayed consistent, positive attitude towards customers, co-workers.
- Monitored electronic activities closely.
Education
High School Diploma -
Manteca High School;
Manteca05.1986
Skills
- Sharp problem solver
- Work Independently
- TAM, AMS360, EPIC, Imageright WS, Microsoft Office, Outlook, Excel
- California Insurance License # 0C89795
Timeline
Relationship Manager
The Baldwin Group
11.2023 - Current
Private Client Personal Lines Account Manager
Risk Strategies Company
04.2021 - 11.2023
Commercial Account Manager
Centurion Insurance Agency
12.2020 - 04.2021
Personal Lines Account Manager
Basi Insurance Service's Inc
12.2013 - 12.2020
Personal Lines Account Manager
Davis & Associates Insurance Brokers
09.2005 - 12.2013
Customer Service Representative
State Farm Insurance
09.2003 - 09.2005
Personal Lines Account Executive
SN Potter Insurance
09.2000 - 09.2003
Personal Lines Account Manager
DeBock & Muth Insurance Agency
09.1995 - 09.2000
High School Diploma -
Manteca High School;
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