Global Pro Insurance ServicesAccount Manager
Apr. 2012 - Aug. 2015Santa Clara, CA• Kept working knowledge of 10+ insurance companies underwriting guidelines to review 800+ portfolio proposals, which led to an 88% retention rate of all personal insurance portfolios.
• Collaborated with senior management and insurance underwriters to manage VIP commercial, personal, and health insurance policies closing 80% of these packaged sales.
• Trained members of billing, health, commercial, and personal teams as the company reorganized.