Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
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
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
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
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
03.2013 - 08.2015
  • Scheduling
  • Screening Clients
  • Calendaring Counselors/Nurses
  • Data Processing
  • Assisting Bilingual Clientele.

Intake Coordinator

Central Valley Regional Center
02.2009 - 03.2011
  • Scheduling
  • Screening Clients
  • Calendaring Counselors/Nurses
  • Data Processing
  • Assisting Bilingual Clientel.

Account Manager/Broker

Freeway Insurance
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
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
12.2006 - 01.2007
  • Managed, reviewed, and delivered clients policies.
  • Data Processing.
  • Rating.
  • Billing.

Account Manager

Thomco Insurance
02.2003 - 11.2006

Education

Generalist Administrator -

Human Resources Institute of Technology
Clovis, CA
08.2012

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
Lupe Mancinas