Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Briana Paul

Miami ,FL

Summary

Results-driven Account Manager with extensive expertise in the insurance industry, specializing in the Real Estate, Restaurant and Public Entity sectors. Proven track record of cultivating and maintaining robust client relationships, ensuring satisfaction through customized insurance solutions. Skilled in analyzing market trends and client needs to formulate effective strategies that enhance growth and retention. Exceptional communication and negotiation abilities, coupled with a strong commitment to delivering outstanding customer service while guiding clients through complex insurance landscapes to achieve business objectives.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Account Manager

Lockton Insurance Brokers
12.2025 - Current
  • Manage a portfolio of commercial real estate accounts through full renewal lifecycle including marketing strategy, carrier placement, policy servicing, and ongoing client advisory support.
  • Execute renewal marketing strategy across real estate risks by coordinating carrier submissions, analyzing expiring terms, and driving competitive market placement through structured engagement with underwriters.
  • Analyze complex property and casualty exposures for commercial real estate clients, identifying coverage gaps and recommending program adjustments aligned with evolving risk profiles and market conditions.
  • Coordinate RFP processes and carrier submissions ensuring accurate exposure data, timely responses, and structured comparison of coverage terms, pricing, and program options.
  • Support carrier negotiations and renewal structuring by preparing benchmarking analysis of expiring versus renewal terms and assisting producers with placement strategy and client recommendations.
  • Drive strong retention and renewal outcomes across assigned portfolio, contributing to approximately 95%+ account retention and achieving approximately 20–30% average premium improvement on marketed renewal accounts through carrier competition, risk structuring adjustments, and negotiation support.

Account Manager

Client Service Assistant, 04/2023- 12/2023
12.2023 - 12.2025

Arthur J. Gallagher

  • Managed a diverse commercial insurance portfolio across multiple industries, delivering tailored service solutions aligned with varying client risk profiles and coverage needs
  • Resolved escalated service and coverage issues, mitigating client attrition risk while maintaining strong client and carrier relationships
  • Streamlined internal account management processes to improve workflow efficiency and reduce turnaround time on servicing tasks
  • Mentored junior account team members, providing guidance on client servicing, renewal execution, and account management best practices
  • Monitored industry trends and regulatory changes to inform client recommendations and ensure alignment with current market conditions
  • Facilitated regular client review meetings for 20+ accounts, enhancing retention through proactive communication of policy updates and coverage changes
  • Negotiated favorable renewal terms with underwriters, achieving an average 12% premium savings through carrier engagement and risk positioning strategies
  • Identified client exposure risks and recommended appropriate coverage solutions to strengthen overall risk protection and insurance programs

Client Service Associate

Hylant
07.2022 - 04.2023
  • Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
  • Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
  • Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
  • Assisted in marketing efforts by preparing promotional materials highlighting the benefits of various insurance products offered by the company.
  • Processed policy applications with accuracy and attention to detail, ensuring a smooth experience for clients seeking insurance coverage.
  • Streamlined insurance application processes by revising and updating forms, leading to faster approval times.
  • Provided administrative support to senior staff members as needed, enabling them to focus on high-level strategic tasks.

Middle School Teacher

Thinking Child Christian Academy
12.2021 - 06.2022
  • Fostered a positive learning environment through regular interactions with students, parents, and colleagues.
  • Completed in-service and additional training to maintain professional growth.
  • Mentor a group of students, whose school attendance increased to 94%
  • Moved 87% of focus list students from off-track to passing, surpassing goal of 67%
  • Utilized various technology platforms to enhance virtual learning experiences during remote instruction periods, ensuring continued academic progress despite challenging circumstances.
  • Assigned daily lesson plans designed to motivate students and allow for creativity.

Education

Associate Of Arts - Social Work

Miami Dade College
Miami, FL

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations
  • Client needs assessment
  • Excellent negotiation skills

Certification

Commercial Lines Coverage Specialist

Timeline

Account Manager

Lockton Insurance Brokers
12.2025 - Current

Account Manager

Client Service Assistant, 04/2023- 12/2023
12.2023 - 12.2025

Client Service Associate

Hylant
07.2022 - 04.2023

Middle School Teacher

Thinking Child Christian Academy
12.2021 - 06.2022

Associate Of Arts - Social Work

Miami Dade College