1. Mariela Connery
P.O. Box 910782 San Diego, CA 92191 (858) 336-6568 marielaconnery@yahoo.com
OBJECTIVE
To obtain a position in an established and reputable insurance agency utilizing my communication skills
and customer service as an experienced Account Manager.
EDUCATION
San Diego Mesa Community College
License Fire & Casualty Agent, State of CA
EXPERIENCE
Senior Account Manager – Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
San Diego, CA
February 2007– Present
Perform as an Account Manager working on high net worth accounts of $20,000, or higher in
premium.
Supports 3 agents in quoting, writing and processing new accounts.
Tracks, classifies and invoices existing customer account information.
Process coverage changes from customer requests and correspondence via company network.
Manages applications for new insurance business accounts, ratings, and underwriting.
Transfers applications to befitting insurance carriers.
Interacts with escrow closing for property insurance.
Meets with clients face to face on a regular basis to discuss renewals or mid-term renewals with
agent or as needed throughout the calendar year.
Resolves broker/client issues in a timely manner.
Responds and clarifies customer inquiries by phone, email and in person.
Develops and maintains the highest quality of service as well as strong relationships with existing
and new clients.
Creates special documents and project for clients as needed, etc. tax purposes, overall summary
coverage comparisons, billing excel documents, proposals, renewal reviews.
Customer Service Representative – Anchor General Insurance Services
San Diego, CA
February 2006- February 2007
Provided customers with appropriate property and casualty insurance coverage.
Answered an average of 100+ calls, address any questions or concerns clients had.
Solicited renewals for upcoming policies and processed endorsements and needed.
Customer Service Representative/Underwriter – Cabrillo General Insurance Agency
San Diego, CA
March 2003- February 2006
Answered and average of 100+ calls to address any questions or concerns clients had.
Solicited renewals for upcoming policies of over 140 per day.
Manually processed SR-22’s
Underwrote New Business Auto applications
Processed endorsements for existing policies
Assisted with training programs for new employees

2. SKILLS
Epic & TAM Agency System
Mastered in MS Office
Extensive Fire & Casualty Experience
Customer Oriented
Fluent in Spanish