Paula Osornio
Los Angeles,CA
Summary
Senior-level commercial insurance professional with extensive experience in account management, marketing/placement strategy, underwriting negotiation, producer support, and high-stakes client service. Served as the direct strategic partner and executive assistant to the President of an independent agency, working hand-in-hand on major accounts, carrier relationships, production goals, and contingency planning. Recognized for strong underwriter relationships, advanced placement capability, and workflow improvements. Currently pursuing CIC and CRM designations
Overview
21
21
years of professional experience
Work History
Account Executive & Marketing Manager
James P. Bennett & Co
01.2021 - Current
- Partner directly with the President to support all major accounts, steer marketing strategy, strengthen carrier relationships, and improve internal operations. Recognized as the agency’s primary resource for complex placements, underwriter negotiations, producer support, and high-level client interactions.
- Work hand-in-hand with the President in meetings with carriers to review production results, discuss new business opportunities, evaluate sales goals, and negotiate contingency agreements.
- Market and place new business across GL, Property, Auto, WC, Umbrella, Inland Marine, and specialty lines, including complex or distressed risks requiring advanced underwriting negotiation.
- Support new producers by developing submissions, identifying markets, performing risk analysis, and guiding placement strategy to improve success rates.
- Participate in renewal meetings, proposal presentations, and account strategy sessions with the President for key clients and high-exposure accounts.
- Build and maintain strong relationships with carrier reps and underwriters, resulting in competitive terms, broader coverage, and improved renewal outcomes.
- Negotiate pricing, terms, and coverage enhancements using long-standing underwriter partnerships.
- Identify and cultivate new markets for specialized or hard-to-place commercial risks, expanding agency capabilities.
- Lead client loss control discussions and coordinate corrective action strategies to improve underwriting results and lower claim frequency.
- Redesign internal workflows, standardize processes, and enhance AMS utilization to improve efficiency and submission quality.
- Serve as the agency’s go-to resource for difficult renewals, high-stakes marketing needs, and complex account problem-solving.
Account Manager
ISU Olson Duncan Agency
01.2017 - 01.2020
- Marketed and serviced medium-to-large commercial accounts across major P&C lines.
- Prepared submissions, negotiated quotes, and managed renewals.
- Delivered proposals, certificates, MVRs, audits, endorsements, and policy documents.
- Served as primary point of contact for client inquiries.
Account Manager
PNL Insurance
01.2016 - 01.2017
- Serviced and expanded an entertainment-focused commercial book.
- Transitioned the office to Newton AMS and trained staff on system usage.
Account Executive / Marketing Representative
R-T Specialty
01.2005 - 01.2015
- Specialized in Workers’ Compensation and Transportation placement and marketing.
- Negotiated pricing and coverage with underwriters; reviewed WCIRB issues and audits.
- Supervised account staff, created benchmarks, and developed paperless workflow systems.
- Acted as liaison between staff and carrier underwriters.
Skills
- Commercial P&C Lines
- Marketing & Placement Strategy
- Underwriting Negotiation
- Carrier Relationship Management
- Producer Support & Development
- Complex Risk Placement
- Renewal Strategy & High-Exposure Accounts
- Workflow & Process Optimization
Languages
Spanish
Native or Bilingual
Timeline
Account Executive & Marketing Manager
James P. Bennett & Co
01.2021 - Current
Account Manager
ISU Olson Duncan Agency
01.2017 - 01.2020
Account Manager
PNL Insurance
01.2016 - 01.2017
Account Executive / Marketing Representative
R-T Specialty
01.2005 - 01.2015