Edyta Hernandez
Phoenix
Summary
Licensed personal lines account manager with 22 years in the industry specializing in property and casualty insurance.
Overview
22
22
years of professional experience
Work History
Personal Lines Account Manager
Leavitt Group
Cedar City, UT
06.2019 - 02.2026
- Processed endorsements on policies
- Billing inquiries and payments
- Advising on coverages and looking for gaps in coverage for customers
- Inputting and maintaining accurate client data in agency management system
- Quoting and issuing policies for customers for all personal lines
- Remote
- Claim Assistance
- Cross selling additional products
personal and commercial account manager
Western States Insurance Group
Clovis, NM
05.2011 - 05.2019
- Processed endorsements on policies
- Assisted producers with quoting and issuing personal and commercial policies
- Assisted producers with proposals for our clients
- Billing inquiries and processed payment
- Inputting and maintains
- Inputting and maintaining accurate client data in agency management system
- Developed and maintained strong client relationships to drive satisfaction and retention.
- Analyzed client needs to tailor insurance solutions for diverse business sectors.
- Collaborated with underwriting teams to ensure accurate policy pricing and risk assessment.
- Managed renewal processes, negotiating terms to maximize client value while minimizing risk.
- Trained junior account managers on best practices for client management and account servicing.
- Implemented process improvements that enhanced efficiency in account management workflows.
Personal lines Account Manager
General Insurance Agency
Clovis, NM
04.2004 - 05.2011
- Inputting and maintaining client data into our management system
- Billing inquiries and payment processing
- Quote and issue policies for customers
- Answering clients billing and coverage questions
- Managed personal lines insurance accounts, ensuring compliance with industry regulations.
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Analyzed client needs to provide tailored insurance solutions that align with their goals.
- Oversaw policy renewals and modifications, ensuring accuracy and timely processing for clients.
- Collaborated with underwriters to assess risk factors and determine appropriate coverage options.
- Resolved complex client inquiries and disputes, fostering trust through effective communication strategies.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
Education
High School Diploma -
Friona High School
Friona, TX05-1989
Skills
- Insurance Product knowledge, over 22 years in the industry
- Experience in AMS 360
- Policy processing and ability to manage endorsements, cancellations and renewals
- Exceptional communication skills to resolve client inquiries
- Insurance products
- Policy administration
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Quotes and sales
- Call center customer service
- Excellent communication
- Critical thinking
- Organizational skills
- Customer follow-up
- Effective communication
- Decision-making
- Customer engagement
Languages
English
Native or Bilingual
Polish
Native or Bilingual
Timeline
Personal Lines Account Manager
Leavitt Group
06.2019 - 02.2026
personal and commercial account manager
Western States Insurance Group
05.2011 - 05.2019
Personal lines Account Manager
General Insurance Agency
04.2004 - 05.2011
High School Diploma -
Friona High School