YOLANDA MEDINA - RICHARDSON
OXNARD
Summary
Commercial Account Manager offering 28 years providing superior customer service to commercial clients, carriers and sales executive. Managed workflow to provide efficient, timely and accurate processing of transactions. Interacted effectively, utilizing good communication skills, cooperating purposefully and providing guidance to achieve business goals of agency.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
F&I Ins Services/ALKEME
04.2019 - Current
- Responsible for managing new and renewal commercial accounts
- Marketing new and renewal accounts including online rating with various carriers like Hartford, Travelers, Hanover, Chubb, etc.
- Processing new and renewal business including proposals, binding, invoicing and finance agreements when needed. Checking and endorsing policies. Issuing Certificates/EPI’s and running MVRs.
- Computer Use: EPIC, AMS360, Adobe, Word, Excel
Commercial Account Manager
Tolman & Wiker Ins Services
03.2017 - 08.2018
- Responsible for managing new and renewal commercial accounts
- Marketing new and renewal accounts including online rating with various carriers like Hartford, Travelers, Hanover, Chubb, etc.
- Processing renewal and new business including proposals, binding, invoicing and finance agreements when needed. Checking policies.
- Computer Use: AMS360, WorkSmart, Word, Excel
Commercial Entertainment Account Executive
Robertson Taylor/Integro
11.2015 - 03.2017
- Responsible for managing new and renewal entertainment accounts
- Marketing new and renewal accounts including online rating with various carriers like Hartford, Travelers, Abacus, Fireman’s Fund, etc.
- Processing proposals, endorsements, certificates and evidence of insurance, invoicing and finance agreements when needed.
- Computer Use: EPIC, TAM, Word, Excel
Commercial Account Manager
CM Meiers/The Liberty Company
11.2004 - 10.2015
- Responsible for managing new and renewal commercial accounts
- Marketing new and renewal accounts including online rating with various carriers like Hartford, Allied, Travelers, Liberty Mutual, Employers, etc.
- Processing proposals, endorsements, certificates and evidence of insurance, invoicing and finance agreements when needed.
- Computer Use: AMS360, AMS, Word, Excel
Education
High School Diploma -
Santa Barbara High School
Santa Barbara, CA06-1987
Skills
- Property and Casualty licensed
- CISR designation obtained
- Proficient in AMS360 and EPIC
- Risk assessment expertise
- Policy evaluation
- Effective client communication
- Effective time management
- Attention to detail in documentation
Certification
- Property & Casualty License obtained 1998
- Life & Health License obtained in 2004
- Certified Insurance Service Representative obtained in 2007
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Commercial Account Manager
F&I Ins Services/ALKEME
04.2019 - Current
Commercial Account Manager
Tolman & Wiker Ins Services
03.2017 - 08.2018
Commercial Entertainment Account Executive
Robertson Taylor/Integro
11.2015 - 03.2017
Commercial Account Manager
CM Meiers/The Liberty Company
11.2004 - 10.2015
High School Diploma -
Santa Barbara High School