Joanna Vargas
Easton
Summary
Results-driven insurance professional with over 6 years of experience in commercial insurance. Specialized in managing portfolios and negotiating favorable policy terms with underwriters. Proficient in account management, policy analysis, and developing effective prospecting strategies to drive client success and enhance service delivery.
Overview
8
8
years of professional experience
Work History
Commercial Lines Account Manager
Vargas & Vargas Insurance Agency
Dorchester, MA
01.2020 - Current
- Managed diverse commercial insurance portfolios, ensuring comprehensive coverage for clients.
- Developed and maintained strong client relationships, enhancing customer satisfaction and retention.
- Analyzed client needs to recommend appropriate insurance solutions, improving policy alignments.
- Collaborated with underwriters to negotiate favorable terms and conditions for clients' policies.
- Oversaw policy renewals, ensuring timely processing and compliance with regulatory requirements.
- Trained junior staff on industry best practices and agency procedures to enhance team performance.
- Implemented streamlined workflows, reducing turnaround time for policy issuance and servicing tasks.
Production Associate
Hilliards Chocolates
North Easton, MA
03.2019 - 01.2020
- Operated packaging machinery to ensure efficient production flow and adherence to safety standards.
Education
High School Diploma -
Oliver Ames High School
North Easton, MA06-2015
Associate of Science - Business Management
Bristol Community College
Fall River, MA05-2018
Skills
- Insurance underwriting
- Risk assessment
- Commercial portfolio management
- Records management
- Client retention
- Underwriting collaboration
- Account retention
- Prospecting strategies
- Document management
- Policy documentation
Timeline
Commercial Lines Account Manager
Vargas & Vargas Insurance Agency
01.2020 - Current
Production Associate
Hilliards Chocolates
03.2019 - 01.2020
High School Diploma -
Oliver Ames High School
Associate of Science - Business Management
Bristol Community College
Property & Casualty Insurance Licenses
Licensed Property & Casualty Insurance Producer in Massachusetts and Rhode Island