Patricia Bongo
Account Manager at M G Skinner & Associates
- Role
- Account Manager at Mg Skinner
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Patricia Bongo
I am a well rounded individual with 9 years of experience in investigative planning and…
Experience
Account Manager
Apr 2018 — Present · Los Angeles, CA, US
Assist National Sales Director by overseeing new account development from initial underwriting through closing and binding.• Apply understanding of risk evaluation on new and renewal business.• Deconstruct submissions by identifying and gathering information necessary (loss runs, schedule of valuation.) to initiate/manage requests to internal and external service providers.• Gather, analyze, and ensure the accuracy of the information to be used by Underwriting to complete the coverage review, hazard analysis, pricing strategy and proposal.• Requests and collects quotes (new and renewal) from carriers• Manage the issuance of new business & renewal quotes, proposals, and binders. • Provide customer service to clients, brokers, and agents of assigned book of business efficiently and quickly to facilitate the processing of normal account service activity including file documentation, claims processing, proofs of insurance, endorsements, invoicing, audits, policy checking, etc.• Execute post-sale account management workflow, including initiation of billing, coordinating premium financing, policy issuance, acquisition of account agreements and file documentation.• Initiate pre-renewal communications via conditional/non-renewal notice draft, create and send compliance communications as needed• Responsible for the accuracy and integrity of accounts underwriting data, daily processing, and quality control.• Review Account Receivables and engage with Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies • Advise Risk Manager of any coverage gaps identified while servicing accounts. • Assist others and provide training and guidance as well as facilitate various projects as needed and/or requested by management.
Education
California State University, Northridge
Bachelor of Science (BS), International Business
2003 — 2005
West Los Angeles College
Associate’s Degree, Business Administration and Management, General
2001 — 2003
Skills
- Team Building
- Management
- Analysis
- Public Speaking
- Sales
- Community Outreach
- Strategic Planning
- Customer Service
- Multilingual
- Insurance
- Public Relations
- Writing
- Underwriting
- Program Management
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