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Jonas Ruel Estrada

Jonas Ruel Estrada

Insurance Carrier Services

Socher Insurance

Insurance Carrier Services Broker at Socher Insurance


Socher Insurance

Insurance Carrier Services

- Support Client Service Representatives through obtaining renewal quotes and marketing accounts to appropriate insurance carriers.
- Create and issue certificates of insurance and insurance disclosure forms
- Processing and analyzing information and research to support sales and renewal team to provide accurate and adequate coverages for each individual client.
- Assist New Business Development Brokers in matching insurance carriers and their specific underwriting guidelines fit with potential new clients.
- Create and maintain organized spreadsheets which reflect accurate snapshot of each client
- Maintain relationships with insurance carriers to ensure effective, professional relationships
- Data organization and data entry

Career medium 03
Career medium 06

William S Richardson School of Law Library

Public Services Manager

Patron Service & Relations, including circulation management and maintenance. Handle hiring and promotions of library student staff. Developed and institute procedures to improve library workflow


University of Hawaii at Manoa

MA, Asian Studies

San Jose State University

BA, History, Humanities (American Studies)