Edith Suarez

* Established and nurtured strong relationships with customers and company representatives.

• Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction.
• Manage the renewal process by gathering client information, analyzing their needs, and helping deliver timely, tailored solutions.
• Managed day-to-day account management of clients’ accounts.
• All aspects of sales and service of trucking insurance policies
• Followed up to address customer needs, resolving issues and enhancing satisfaction.
• Maintain all client activity in the agency management system (Applied Epic).).).).
• Maintained comprehensive list of client renewals to ensure timely processing.
• Prepare customer renewal and new business strategy including proposals and presentations
• Assist producers with daily account follow ups and renewals
• Identified coverage gaps, reviewed claims, secured existing business, and facilitated sales of additional services and lines of coverage.
• Provided bilingual support in English and Spanish.
• Manage multiple priorities effectively, ensuring all tasks are completed on time and meet client expectations.
• Mentored team members through feedback, promoting continuous learning and professional growth.
• Review and remarket Transportation accounts
• Responds to basic claim status inquiriesss

• Handled all aspects of sales and service for commercial insurance policies.
• Managed day-to-day account activities for clients' accounts.
• Reviewed and provided feedback on commercial and transportation accounts to enhance client satisfaction.
• Followed up to address customer needs and resolve issues, ensuring timely solutions.
• Maintained renewal list for commercial, transportation, and workers' compensation accounts.
• Prepare customer renewal and new business strategy including proposals and presentations
• Maintain all client activity in the agency management system (Applied Epic).
• Assisting in Transportation Dept- Running MVR's, managing certificates of insurance, quoting and assisting with Spanish speaking customers.
• Executed various tasks to support team objectives, contributing to overall team efficiency.

• Reviewed and remarketed commercial accounts to enhance client engagement and retention
• Strong customer contact and company contact
• All aspects of sales and service of commercial insurance policies
• Conducted targeted cold calls to potential clients
• Managed and updated the client renewal list regularly
• Prepare customer renewal and new business strategy including proposals and presentations
• Followed up to address customer needs and resolve issues, ensuring client satisfaction and loyalty
• Assisting in Transportation Dept- Running MVR's, managing certificates of insurance, quoting and assisting with Spanish speaking customers.
• Maintain all client activity in the agency management system (Applied Epic).

• Solicit sales prospects from various sources
• Submit completed applications to various insurance companies for quotes
• Prepare quote documents and invoices for delivery of customers
• Maintain follow up items in a timely manner
• Cross sell
• Respond to underwriters questions
• Process new business applications and renewal for commercial lines, automobile and home as well as ongoing management of commercial clients.
• Work with leads for new business accounts
• Assist Fireman and Police Officers with their accident policies thru Allstate
• Assist with marketing process for core lines of business, quoting and sales.
• Process agency billing/invoices and collection of premiums.
• Reviewed and remarket of commercial accounts

• Solicit sales prospects from various sources
• Prepare quote documents and invoices for delivery of customers
• Marketing and Sales Specialist- developed marketing strategies and promoted all types of new insurance contracts and made changes to existing accounts for the underwriting department.
• Processing Specialist that endured that all policy binding and insurance process was completed in a timely matter.
• Developed productive relationships to create pool of prospective clients from various sources through claims presentation, negotiation, settlement process, by networking, cold calling, using referrals, etc.
• Assisted in cleansing loss experience to drive down premium costs, attended meeting to review and analyze loss information and agree on building strategies.
• Evaluated business needs and financial status and proposed protection plans that meet the insureds criteria.
• Maintained bookkeeping systems, database, records, filing, entering data and collecting required information from the insureds.

• Responsible for accounts of $500,000, trucking lead distribution, and Assistant to the VP of the trucking department.
• Sales/Marketing Specialist with outside sales for Marketing, Lead distributions and follow up for client insurance policies and procedures as well as helped quote for nonstandard companies for personal lines and commercial accounts.
• Educated clients on policy details and claim procedures effectively.
• Analyzed claims data to identify trends and recommend policy adjustments.
• Collaborated with clients to gather necessary documentation for claims processing.
• Responsible for running the claims department, tracked claims information utilizing the system (Nexsure) and assisted customers and carrier claim adjusters with filing and follow up with complex claims and court summons.
• Responsible for marketing, quoting and close of Commercial, Personal, Trucking and Workers' Compensation insurance policies to various Chicago and suburban markets.
• Transportation Specialist served as language transportation between customer, adjusters and insurance underwriters when filing claims.
• Developed productive relationships to create pool of prospective clients from various sources through claims presentation, negotiation, settlement process, by networking, cold calling, using referrals, etc.
• Assisted in cleansing loss experience to drive down premium costs, attended meeting to review and analyze loss information and agree on building strategies.
• Helped train producers wanting to join the Transportation Dept.