Heather Paruta
Saint Augustine
Summary
Experienced Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes. Performance history of developing strong relationships and delivering impressive sales results.
Overview
23
23
years of professional experience
Work History
AVP of Customer Services
Newtek One Insurance
09.2025 - Current
- Developed strategic initiatives to enhance operational efficiency and improve service delivery.
- Issue certificates of insurance, add additional insureds, waiver of subrogation, contract preferences when required by contract.
- Work with underwriters and insurance companies to process endorsements, complete audits and inspections.
- Follow up on cancellations, audit invoicing and renewal notices.
- Assist with policy renewals and review policies for accuracy.
- Streamlined internal processes, resulting in improved workflow efficiency across departments.
- Collaborated with executive leadership on business planning and strategic goal setting initiatives.
- Improved customer satisfaction by streamlining processes and implementing new strategies.
Account Manager, Inside Sales
Printers Group Insurance
04.2022 - 08.2025
- Managed friendly and professional customer interactions.
- Determined needs, delivered solutions and overcame objections through consultative selling skills.
- Developed strategic relationships with existing customers by learning preferences and managing regular communications.
- Introduced new processes to improve account and market tracking for better data analysis.
- Responsibilities include servicing and maintaining medical insurance accounts
Account Manager
Smith Insurance and Bonds
09.2019 - 09.2021
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Oversaw new business development and customer servicing.
- Liaised between account holders and various departments.
- Preparing and processing Bonds
Office Manager
Allstate
08.2016 - 09.2019
- Cultivating new business while maintaining current block of business
- Initiating claims
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Account rounding
Sales Representative
Amica
03.2015 - 05.2016
- Increased sales by offering advice on purchases and promoting additional products.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Trained and mentored new sales representatives.
Sales Representative
HealthPlan Services
07.2003 - 03.2015
- Cultivated new broker activity.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Retention specialist.
- Educated consumers to reveal needs,
- Sales educator/ Account rounding
- Trained and mentored new sales representatives.
Education
Bachelor of Science - Healthcare Mangement
Chestnut Hill College
Philadelphia, PA12-2014
Skills
- Client Relations & Customer Service
- Active Listening
- Client Retention
- Strong Communication and Written Skills
- Problem Assessment & Resolution
- Documentation & Reporting
- Organizational development
- Influencing and negotiating
- Relationship building
- Performance improvements
- Sales promotion
Accomplishments
- Achieved high client loyalty through effectively assisting with client retention efforts.
Timeline
AVP of Customer Services
Newtek One Insurance
09.2025 - Current
Account Manager, Inside Sales
Printers Group Insurance
04.2022 - 08.2025
Account Manager
Smith Insurance and Bonds
09.2019 - 09.2021
Office Manager
Allstate
08.2016 - 09.2019
Sales Representative
Amica
03.2015 - 05.2016
Sales Representative
HealthPlan Services
07.2003 - 03.2015
Bachelor of Science - Healthcare Mangement
Chestnut Hill College