Juan

Managed the day-to-day servicing of Commercial and Personal Lines accounts, primarily supporting Commercial Lines and commercial trucking policies. Coordinated renewals, endorsements, policy changes, and ongoing account servicing while issuing Certificates of Insurance after reviewing contractual requirements and verifying coverage. Evaluated insurance requirements involving Additional Insured, Waiver of Subrogation, and Primary & Non-Contributory wording, processed policy endorsements, coordinated with clients, producers, brokers, carriers, and underwriters, and reviewed Motor Vehicle Records for commercial trucking accounts in a high-volume remote environment.

Assisted with Commercial and Personal Lines policy servicing, account administration, and customer support. Issued Certificates of Insurance after verifying policy information and coverage requirements, processed routine endorsements and policy changes, reviewed policy documentation for coverage accuracy, responded to policyholder inquiries, coordinated client follow-ups, and maintained organized policy records to support agency operations.

Managed customer interactions across phone, chat, and email while meeting productivity and quality standards. Resolved billing, account, and technical support inquiries through effective communication, documentation, and problem resolution.