Juliet Estrada

Montebello,CA

Summary

Results-driven account manager with proven expertise in project management and process optimization. Skilled in cross-functional collaboration and data analysis, ensuring compliance and driving impactful project execution.

Overview

2027

years of professional experience

Work History

Account Manager / Inside Broker

CRC Group

Los Angeles, California

2019 - Current

Manage complex portfolios of Cyber & Technology Error & Omission accounts, monitoring budgets, timelines, and deliverables to ensure alignment with client and organizational objectives.
Support project lifecycle activities by tracking milestones, reporting progress, and ensuring adherence to schedules and performance metrics.
Collaborate with cross-functional teams of 20–30+ stakeholders including brokers, underwriters, and clients to drive project execution and service delivery.
Prepare and present status reports, performance metrics, and project updates to leadership and stakeholders.
Utilize Microsoft Project and internal tracking systems to maintain detailed schedules and manage workload prioritization.
Processed and resolved 1,000+ requests, improving workflow efficiency, and enabling smoother project transitions between teams.
Identify process inefficiencies and implement improved reporting structures and workflow enhancements.
Ensure compliance with internal policies by establishing and reinforcing procedures, documentation standards, and audit readiness practices.
Maintain data integrity across systems by validating, updating, and cross-checking projects and accounting information.
Develop presentations and documentation for leadership reviews, approvals, and strategic decision-making.
Developed and maintained project documentation, logs, and communication records to ensure transparency and accuracy.
Safeguard highly sensitive client and financial data by adhering to strict data governance and cybersecurity standards.
Created and maintained training manuals and standard operating procedures, improving consistency and compliance.
Organized document storage systems with proper version control, retention standards, and access management.
Supported onboarding and training initiatives, ensuring process adherence and tool proficiency (SharePoint, internal systems).

Guest Services Agent

Home 2 Suites by Hilton

Montebello, California

2018 - 2019

·Coordinated operations across departments to improve process flow and guest service delivery.
Maintained records, schedules, and communication logs supporting daily operational efficiency.
Developed a concierge resource guide to improve guest support and enhance operational efficiency.

Nutrition-Records Supervisor

Better 4 You Meals

Commerce, California

2015 - 2018

Managed data systems and reporting used to track production, budgets, and compliance metrics.
Led cross-functional collaboration to align operations with regulatory requirements, timelines, and resource planning.
Identified inefficiencies and implemented process improvements to reduce delays and improve output accuracy.
Conducted data analysis, reporting, and risk identification related to production and delivery operations.
Generated and maintained daily production and compliance reports, ensuring accuracy and completeness.
Managed data tracking systems used for monitoring operational performance and reporting trends.

Education

Bachelor of Arts - Sociology

University of California, Riverside

Riverside, CA

06-2015

Skills

Microsoft Project, SharePoint, OneNote, SAP (working knowledge), document management systems

Project scheduling, budgeting, tracking, and reporting

Risk analysis, data validation, and performance metrics tracking

Document control, versioning, and records management

Core Competencies:

Cross-functional team collaboration (30 stakeholders)

Process improvement & workflow optimization

Regulatory compliance & data governance

Communication, reporting, and executive presentations

Timeline