Summary
Overview
Work History
Education
Skills
Timeline
Generic

Samantha Paz

STOCKTON,CA

Summary

Dynamic professional with a proven track record at Travelers Insurance, excelling in risk assessment and surety underwriting. Adept at cultivating relationships and delivering tailored solutions, I effectively managed a $5M book of business, driving strategic decision-making through comprehensive financial analysis and impactful communication.

Overview

4
4
years of professional experience

Work History

Associate Account Executive

Travelers Insurance
Walnut Creek, California
01.2024 - Current
  • Managed $5M within total $12.5M book of business.
  • Underwrote commercial surety accounts by evaluating financial and contractual risks.
  • Cultivated relationships with local and national teams to deliver customized surety proposals.
  • Conducted in-person meetings with agents and brokers to promote Travelers products.
  • Developed risk assessment reports to support decision-making processes for bond approvals.
  • Analyzed financial data to identify trends and support strategic decision-making.

Member Service Representative II

VALLEY STRONG CREDIT UNION
Stockton, California
03.2022 - 12.2023
  • Educated members on products, services, and benefits available to them.
  • Provided support to members regarding account inquiries, processing transactions, and resolving issues.
  • Identified opportunities for cross-selling additional products or services based on member needs.

Commercial Surety / Management Liability Intern

Travelers Insurance
Walnut Creek, California
06.2022 - 08.2023
  • Wrote and submitted reports on industry trends, prompting managers to develop business plans.
  • Worked closely with human resources to support employee management and organizational planning.
  • Set specific goals for projects to measure progress and evaluate end results.

Education

Bachelor of Science - Business Administration And Management

University of The Pacific
Stockton, CA
12-2023

Skills

  • Risk assessment
  • Financial analysis
  • Surety underwriting
  • Effective communication
  • Relationship building and management
  • Time management

Timeline

Associate Account Executive

Travelers Insurance
01.2024 - Current

Commercial Surety / Management Liability Intern

Travelers Insurance
06.2022 - 08.2023

Member Service Representative II

VALLEY STRONG CREDIT UNION
03.2022 - 12.2023

Bachelor of Science - Business Administration And Management

University of The Pacific

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