Heather Paruta
Saint Augustine
Summary
Results-driven Account Manager skilled in driving operational efficiency and client loyalty. Achieved significant improvements in service delivery and workflow processes, leveraging strong relationship-building and consultative selling skills to expand client base and enhance satisfaction.
Overview
23
23
years of professional experience
Work History
Account Manager
Newtek One Insurance
Boca Raton
09.2025 - Current
- Managed client relationships, fostering satisfaction and retention through proactive communication and support.
- Developed strategic initiatives that increased operational efficiency and improved service delivery outcomes.
- Streamlined internal processes, resulting in increased workflow efficiency across departments.
- Collaborated with executive leadership on business planning and strategic goal-setting to align organizational objectives.
- Issued certificates of insurance, added additional insureds, and facilitated waivers of subrogation.
- Worked with underwriters and insurance companies to process endorsements and complete audits.
- Assisted with policy renewals, ensuring accuracy through detailed review of policies.
- Followed up on cancellations, auditing invoicing, and renewal notices for compliance.
Account Manager, Inside Sales
Printers Group Insurance
Smyrna
04.2022 - 08.2025
- Determined needs, delivered solutions and overcame objections through consultative selling skills.
- Developed strategic relationships with existing customers by learning preferences and managing regular communications.
- Managed customer interactions to foster positive relationships and enhance satisfaction.
- Introduced processes that improved account and market tracking, enabling more informed data analysis.
- Managed medical insurance accounts to meet client needs effectively. to ensure client needs were met effectively.
Account Manager
Smith Insurance and Bonds
Fort Myers
09.2019 - 09.2021
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Oversaw new business development and customer servicing.
- Resolved accounting, billing, and service delivery issues to improve client satisfaction.
- Coordinated communication between account holders and departments to ensure seamless service.
- Prepared and processed bond documents to ensure compliance with regulatory standards.
Office Manager
Allstate
Portland
08.2016 - 09.2019
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored productivity, and modified operations to enhance personnel performance.
- Cultivated new business while maintaining existing accounts.
- Started claims process to ensure customer satisfaction.
- Rounded accounts to ensure accuracy in records.
Sales Representative
Amica
South Portland
03.2015 - 05.2016
- Achieved monthly sales goals by highlighting product benefits and onboarding new clients.
- Increased sales through personalized purchase advice and promotion of complementary products.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Trained and mentored new sales representatives to enhance team knowledge and performance.
Sales Representative
HealthPlan Services
Tampa
07.2003 - 03.2015
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Cultivated relationships with brokers, increasing market engagement.
- Specialized in client retention strategies.
- Educated consumers on product benefits, uncovering their specific needs.
- Trained and mentored new sales representatives, enhancing team capabilities.
- Educated sales team on product knowledge and techniques.
Education
Bachelor of Science - Healthcare Mangement
Chestnut Hill College
Philadelphia, PA01-2012
Skills
- Client relations and service
- Client retention
- Consultative selling
- Account growth strategies
- Process optimization
- Problem solving
- Negotiation and influencing
- Documentation management
- Performance improvement
- Active listening
- Communication skills
- Relationship building
Accomplishments
Achieved high client loyalty through effectively assisting with client retention efforts.
Timeline
Account Manager
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