Merl Fernando

Experience

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  CVS Health

  Oct 2017 - Nov 2019

  Shift Manager
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  Sam's Club

  Jun 2020 - Feb 2021

  Customer Service Specialist
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  Iscential

  May 2021 - Jul 2022

  Account Services Representative

  o Assisted customers with all manners of commercial needs including certificates, quotes, policy changes, and policy renewalso Used agency database to document activity done on accounts and keep accounts currento Provided excellent over-the-phone service to customers increasing customer satisfaction rates

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  USI Insurance Services

  Jul 2022 - Dec 2022

  Small Commercial Account Manager

  o Responsible for servicing a book of business with over $500,000 in revenueo Maintain relationships with clients while conducting renewals, re-marketing polices, identifying gaps in coverage, and answering client questionso Worked with agents on identifying prospective clients and getting them appropriate coverage.o Member of a team which worked together to meet the goals of the department and assist one another in meeting said goals

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  Risk Strategies Company

  Jan 2023 - Apr 2024

  Assistant Account Manager

  o Assist two account managers with processing renewals and new business by collecting and following up on pre-requisites from clients/brokers. Accounts were primarily based in the trucking and transportation industryo Assisted account managers with policy changes, ID cards, MVR’s, billing, as well as completed assigned tasks in ImageRighto Strengthen relationships with clients through timely email responses, completing requests, clear communication, and o Make spreadsheets and streamline data about drivers and vehicles into AMS for better record keeping Show less

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  Founder Shield

  May 2024 - now

  Senior Client Service Specialist