Lydia Ruvalcaba
La Mirada
Summary
Seasoned Account Manager at AF Group with a proven track record in enhancing customer satisfaction and streamlining renewal processes. Skilled in analytical problem-solving and effective relationship management, I consistently deliver results while training teams to excel in customer service and product knowledge. Committed to maintaining industry expertise and fostering collaborative teamwork.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Account Manager
AF Group
11.1987 - Current
- Provide expert customer service to all assigned accounts.
- Handle the updating, marketing/submissions for the customers renewal.
- Evaluate, read quotes for accuracy and negotiate any change requests with agents/underwriters.
- Review, read and quality check insurance policies.
- Maintained current knowledge of evolving changes in marketplace.
- Document all activities with all customers, agents and underwriters.
- Lead trainer, which includes all customer service duties, product knowledge and the operating system and its factuality.
Education
La Mirada High School
La Mirada, CAFullerton College
Fullerton, CASkills
- Clear communication
- Effective time management
- Strong task management
- Skilled in resolving conflicts
- Analytical problem-solving
- Consistent reliability
- Collaborative teamwork
- Effective relationship management
Certification
CISR designated
License - Insurance Producer
- Accident & Health or Sickness
- Casualty
- Property
Timeline
Account Manager
AF Group
11.1987 - Current
La Mirada High School
Fullerton College
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