Jacqueline Paraja
Laguna Hills,California
Summary
Eager Account Manager with capacity to maximize productivity, retention, and the optimization of customer satisfaction. Expert in customer relationships. Experience with hard to place accounts, specialty lines, operations support, and implementation.
Overview
19
19
years of professional experience
Work History
Account Manager
Bryson Financial Services
Long Beach, CA
12.2019 - Current
- Managed book of business worth approximately $3.5M in premium across approximately 150 accounts
- Exclusive servicing of all phases of new and renewal accounts, primarily consisting of Private Equity Firms and their acquisitions.
- Operations support: Implementation of new agency management system (Applied- Epic) and collaboration in writing procedures manual.
Account Manager/Operations
Alera Group / Arr-Ins
, CA
01.2017 - Current
- Work collaboratively with Producers in collecting and preparing, renewal documents and soliciting new business
- Review, analyze, and market applications to carriers via their online platforms
- Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure client / prospect understanding of coverage
- Operations support: Facilitate and coordinate office maintenance, inventory, and planning events as needed while maintaining accurate expense report and handling of corporate credit card.
Administrative Assistant
Boghossian Vision
01.2016 - 01.2017
- Greet and check-in patients
- Manage all duties and workflow of front desk
- Insurance verification, scheduling, and billing
- Maintain and update patient charts via electronic database
Account Manager
Fullerton Insurance
01.2015 - 01.2016
- Manage and service all aspects of new and renewal commercial accounts including non-profit.
Account Manager
RSI Insurance Brokers, Inc
01.2013 - 01.2015
- Manage and service all aspects of new and renewal middle market accounts
Account Manager
KHI Truck Insurance
01.2007 - 01.2013
- Specializing in Commercial Trucking particularly Spanish speaking clientele
- Service needs of Owner Operators, Sand & Gravel Operators, and Contractors in the trucking / logistics industry
Field Claims Adjuster
Farmers Insurance
01.2005 - 01.2007
- Auto
- Organize daily route according to schedule
- Inspect vehicles and write repair estimates
- Communicate and collaborate plan of action with body shop personnel while keeping the claimant/insured apprised of progress
Education
B.A. - Liberal Arts
Calif. State University, Fullerton
Fullerton, CA.05.2009
None- Nursing Prerequisites - Nursing
Santa Ana College
Santa Ana, CA12.2015
Timeline
Account Manager
Bryson Financial Services
12.2019 - Current
Account Manager/Operations
Alera Group / Arr-Ins
01.2017 - Current
Administrative Assistant
Boghossian Vision
01.2016 - 01.2017
Account Manager
Fullerton Insurance
01.2015 - 01.2016
Account Manager
RSI Insurance Brokers, Inc
01.2013 - 01.2015
Account Manager
KHI Truck Insurance
01.2007 - 01.2013
Field Claims Adjuster
Farmers Insurance
01.2005 - 01.2007
B.A. - Liberal Arts
Calif. State University, Fullerton
None- Nursing Prerequisites - Nursing
Santa Ana College