Lupe Mancinas
Clovis
Summary
Persuasive communication skills Hard working and dedicated to Employer Always willing to learn and utilize previous experience
Overview
22
22
years of professional experience
Work History
Senior Account Coordinator
NFP Insurance and Benefits
Simi Valley, CA
11.2022 - Current
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Collaborated closely with cross-functional teams to ensure seamless service delivery for clients.
- Contributed to team success by consistently meeting or exceeding assigned targets pertaining to revenue generation or customer satisfaction metrics.
- Optimized revenue generation by upselling services and products based on thorough understanding of client needs.
- Updated internal databases with account information to maintain concise, clear records.
Account Manager
Newfront Insurance
San Francisco, CA
04.2021 - Current
- Client Renewals
- Planned approach combining servicing of established accounts with consistent marketing new business.
- Utilizing New Technology to Service Accounts
- Team member working with team to achieve a goal of Proficient and Professional service to clientele.
- Weekly meetings to revise, update, and add and implement new ways for service and feedback.
- Taking part in Meetings setup to express and value diversity.
Account Manager
Valley Regional Insurance
Fresno, CA
09.2016 - 04.2021
- Competed with fellow insurance agencies through successful development with agent preparing proposals.
- Met with potential clients to listen to insurance needs, help client understand risk exposures, and provide an affordable, beneficial insurance.
- Worked with customer and underwriter to complete processing and issuance of new policies.
- Executed administrative tasks such as handling policy renewals and maintaining records.
- Workers Compensation/SBA/BOPS
- Assisting Bilingual Clientel
- Processing Billing
- Processing and booking Premium Financed Accounts.
Marketer/Rater
Leavitt United
Fresno, CA
04.2013 - 05.2016
- Rated in house for urgent/small/new business submissions to partnering companies.
- Tracking submissions and quotes with carriers.
- Online rating and email submissions.
- Following up with marketing team for submitted business.
Account Manager
Farmers Insurance
Clovis, CA
03.2013 - 08.2015
- Scheduling
- Screening Clients
- Calendaring Counselors/Nurses
- Data Processing
- Assisting Bilingual Clientele.
Intake Coordinator
Central Valley Regional Center
Fresno, CA
02.2009 - 03.2011
- Scheduling
- Screening Clients
- Calendaring Counselors/Nurses
- Data Processing
- Assisting Bilingual Clientel.
Account Manager/Broker
Freeway Insurance
Fresno, CA
01.2008 - 01.2009
- Created client accounts and monitored ongoing activities.
- Trucking Clientele/Workers Compensation/bop's.
- Assisting with Bilingual Clientel.
- Processing Premium Financing.
- Servicing and follow-up for Notice of Cancellation/Reinstatements.
- Processing and preparing for Rating.
Account Manager
Thomco Insurance
Fresno, CA
03.2007 - 01.2008
- Created client accounts and monitored ongoing activities.
- Trucking Clientel/Workers Compensation/BOP's.
- Assisting with Bilingual Clientel.
- Processing Premium Financing.
- Servicing and followup for Notice of Cancellation/Reinstatements.
- Processing and preparing for Rating.
Account Manager
James Parker Insurance
Fresno, CA
12.2006 - 01.2007
- Managed, reviewed, and delivered clients policies.
- Data Processing.
- Rating.
- Billing.
Account Manager
Thomco Insurance
Fresno, CA
02.2003 - 11.2006
Education
Generalist Administrator -
Human Resources Institute of Technology
Clovis, CA08.2012
Skills
- Licensed Property and Casualty
- Client relationship building
- Life and Health Agent
- Medicare Certified
- Bilingual spanish/read/write/speak
Timeline
Senior Account Coordinator
NFP Insurance and Benefits
11.2022 - Current
Account Manager
Newfront Insurance
04.2021 - Current
Account Manager
Valley Regional Insurance
09.2016 - 04.2021
Marketer/Rater
Leavitt United
04.2013 - 05.2016
Account Manager
Farmers Insurance
03.2013 - 08.2015
Intake Coordinator
Central Valley Regional Center
02.2009 - 03.2011
Account Manager/Broker
Freeway Insurance
01.2008 - 01.2009
Account Manager
Thomco Insurance
03.2007 - 01.2008
Account Manager
James Parker Insurance
12.2006 - 01.2007
Account Manager
Thomco Insurance
02.2003 - 11.2006
Generalist Administrator -
Human Resources Institute of Technology