Stephanie Motley
Insurance Customer Sales Representative & Office Manager
Victorville
Summary
Results-oriented dual-licensed insurance professional with expertise in commercial and personal lines. Manages mid-sized books of business and builds strong relationships with carriers. Delivers tailored risk management solutions to meet client needs, ensuring optimal coverage. Skilled in issuing certificates, policy writing, and utilizing quoting platforms to enhance coverage options.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Insurance Customer Sales Representative & Office Manager
Farmers Insurance – Kathy Hopkins Agency
01.2002 - Current
- Manage daily operations as office manager, optimizing workflow and supporting staff while implementing organized systems that enhance efficiency and communication.
- Drove commercial sales by assessing risks and tailoring coverage to client operations. Reviewed expiring policies to update exposures and ensure seamless renewals.
- Issued certificates of insurance for vendors and landlords, verifying active coverage and compliance with project requirements.
- Served as agency’s California Fair Plan specialist, ensuring accuracy of property data and compliance with regulations.
- Serve as agency’s California Fair Plan specialist guaranteeing accurate property data and compliance with regulations.
- Utilized Duck Creek, Bamboo, Amig, Kraft Lake, and USLI and outside markets for quoting and documentation.
- Managed daily operations as office manager, streamlined workflow and supported staff through organized systems that enhanced communication.
Education
High School Diploma -
Hesperia High School
Hesperia, CA 05-2000
Skills
- Personal lines insurance
- Home and auto insurance solutions
- Insurance product knowledge
- Policy renewals
- Client endorsements
- Policy documentation
- Insurance plan development
- Customer account management
- Account servicing
Cross-selling strategies
Market awareness
Risk analysis
Time management
General insurance knowledge
Certification
Insuranc
Timeline
Insurance Customer Sales Representative & Office Manager
Farmers Insurance – Kathy Hopkins Agency
01.2002 - Current
High School Diploma -
Hesperia High School
Education & Licensure
- California Life, Accident, and Health License | Active since 2002
- California Property & Casualty Broker-Agent License | Active since 2002
- Https://www.linkedin.com/in/stephanie-malocco-motley-b90318401
- Https://profile.indeed.com/?hl=en_US&co=US&from=gnav-homepage