Overview
Work History
Education
Skills
Certification
Timeline
Generic

Melisa Briones Suarez

Livermore,CA

Overview

8
8
years of professional experience
1
1
Certification

Work History

Assistant Client Manager

Edgewood Partners Insurance Center (EPIC)
02.2024 - Current
  • Support client servicing through processing applications, policies, endorsements, binders, certificates, audits, and other account-related documents.
  • Issue Auto ID cards, binders, and assisted with renewal proposals; follow up on Notices of Cancellation and renewal policy issuance.
  • Handle invoicing, premium finance quotes, and maintain accurate documentation in Sagitta and Image Right.
  • Prepare ACORD applications, run MVRs, obtain loss runs, and create loss summary tracking.
  • Maintain organized paperless filing and ensure timely, accurate processing of all service-related tasks.
  • Collaborate with mentors to enhance knowledge in insurance, finance, sales, and marketing.

Underwriting Assistant

Nta General Insurance Agency
01.2022 - 02.2022
  • Evaluated complex underwriting requests and policy changes, recommending innovative solutions.
  • Bound and retained new business through effective sales techniques and risk assessment.
  • Supported producers with midterm changes, including limits, filings, and driver updates.
  • Reviewed policies for exposure changes and confirmed claim coverage.
  • Managed inquiries related to invoicing, cancellations, and premium adjustments.

Assistant Account Manager

Links Insurance Services Inc
02.2018 - 01.2022
  • Maintained direct communication with clients, producers, and carriers to manage commercial accounts.
  • Reviewed client accounts for coverage adequacy and processed applications, endorsements, and certificates.
  • Handled invoicing, premium financing, and policy servicing including renewals and cancellations.
  • Supported producers in quoting, coverage reviews, and billing processes.

Education

General Education - General Studies

Las Positas College
Livermore, CA
06-2020

High School Diploma -

Livermore High School
Livermore, CA
06-2017

Skills

  • Expertise in commercial underwriting and account management
  • Strong time management, teamwork, and leadership skills
  • Excellent customer service and problem-solving abilities
  • Quick learner with adaptability in fast-paced environments

Certification

  • Property & Casualty License
  • Commercial Lines Coverage Specialist (CLCS Designation)

Timeline

Assistant Client Manager

Edgewood Partners Insurance Center (EPIC)
02.2024 - Current

Underwriting Assistant

Nta General Insurance Agency
01.2022 - 02.2022

Assistant Account Manager

Links Insurance Services Inc
02.2018 - 01.2022

General Education - General Studies

Las Positas College

High School Diploma -

Livermore High School

Similar Profiles

CREATE PROFILE
Melisa Briones Suarez