Briana Gonzales
Florence
Summary
Professional underwriting support specialist, ready to contribute to high-performing team. Expertise in assisting with policy underwriting, ensuring compliance, and managing documentation. Known for collaborative approach, adaptable to changing priorities, and commitment to achieving results. Brings strong analytical skills and attention to detail.
Experienced with managing underwriting procedures and supporting underwriters in policy issuance. Utilizes thorough knowledge of insurance policies and risk management to enhance operational efficiency. Strong understanding of document management and regulatory compliance, ensuring accurate and timely processing of applications.
Overview
13
13
years of professional experience
Work History
Caregiver
A Better Living Home Care
03.2023 - 04.2025
- Medication management
- Homemaking
- Cooking and preparing meals
- Bathing and grooming
- Transportation
- Mobility assistance
- Companionship and emotional support
- Be adaptable to each unique situation
- (at clients homes)
- Assisted clients with activities of daily living, promoting independence and quality of life.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
- Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
CSR, Sales
Semper Solaris
03.2021 - 03.2023
- Making outbound calls/Answer incoming calls
- Contacting leads
- Gather customers contact information
- Set appointments for Sales Representatives to meet with customers
- Follow word scripting
- Remain optimistic through rejection and objections
- Maintain strong conversational skills
- Provide accurate and appropriate information in response to customer inquiries
- Remote (work from home)
- Built strong relationships with clients, leading to repeat business and referrals.
- Managed a high volume of inbound calls while maintaining a professional demeanor under pressure.
- Educated customers on product features, benefits, pricing options, warranties, promotions, financing structures available during purchase decision-making process.
- Developed an in-depth understanding of product offerings to better assist customers with their purchasing decisions.
Customer Service Representative
Gap Inc.
11.2019 - 03.2021
- Provide one call resolution for a variety of scenarios involving multiple clients
- Increased company revenue with low AHT and precise adherence
- Maintained customer satisfaction through successful and positive customer interactions
- Troubleshoot web page and ordering issues with customers via phone or text
- Take card payments over the phone
- Troubleshoot tracking issue
- Remote (work from home)
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Underwriting Assistant
Builders and Tradesmen’s Insurance Services
05.2016 - 11.2019
- Process endorsements to contractors insurance policies using online company portal, ITC, and ImageRight, then send proof to insurance agent
- Works directly with agents from Statefarm, Nationwide, etc.
- Troubleshoot web errors via the phone or email
- “Bind” contracts (Make sure all verbiage is visible, signatures off applicant and producer are visible, and that the dates accurate)
- Attend Bi-weekly meetings.
- Keep a tight time management program. There is a minimum amount of tasks that must be completed every day depending on department and work flow you were assigned to that day.
- Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
- Prepared comprehensive reports on underwriting activities for management review, highlighting areas of success and opportunities for improvement.
Receptionist
Atria Senior Living- El Camino Gardens
01.2016 - 04.2017
- Use company portals to submit work orders and outside agency forms
- Answer phones
- Be aware of the HIPAA law
- Make sure all residents are accounted for
- Take care of any problems residents have
- Work hand in hand with care staff to be sure residents are being provided the care they need
- Build strong relationships with residents and their families
- Provide service with a smile
- Keep tidy and professional work space
- Check all exit doors at night to be sure residents are safe
- Stay on task and aware during high stress and busy situations
- Keep track of who is in the hospital and who is signed in and out of the building
- Be aware of active restraining orders
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Resolved customer problems and complaints.
Office Manager
All Sac Metals Inc.
02.2012 - 12.2015
- Issue paychecks to vendors and suppliers on a weekly basis.
- Maintain monthly utility bills.
- Maintain accounts receivable documentation electronically.
- Process bank reconciliations and financial reports.
- Handle cash and deposits using the proper accounting procedures and documentation.
- Enter weekly sales and customer count sheets.
- Reconcile all bank and credit card accounts monthly.
- Quarterly financial reporting.
- Answered phones
- File paperwork and receipts alphabetically and by company/vendor
- Provide Face to Face customer service
- Use and personalize PWRCELL Cash Register Program
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Timeline
Caregiver
A Better Living Home Care
03.2023 - 04.2025
CSR, Sales
Semper Solaris
03.2021 - 03.2023
Customer Service Representative
Gap Inc.
11.2019 - 03.2021
Underwriting Assistant
Builders and Tradesmen’s Insurance Services
05.2016 - 11.2019
Receptionist
Atria Senior Living- El Camino Gardens
01.2016 - 04.2017
Office Manager
All Sac Metals Inc.
02.2012 - 12.2015
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