Charrissa Lalama, Rplu
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Charrissa Lalama, Rplu Email & Phone Number

Professional Liability Insurance Expert | Aspiring Underwriter/Claims Advocate | Passion for Inclusive Collaboration and Leadership | Lifelong Learner at AHERN Insurance Brokerage
Location: San Francisco Bay Area, United States 8 work roles 2 schools
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Role
Professional Liability Insurance Expert | Aspiring Underwriter/Claims Advocate | Passion for Inclusive Collaboration and Leadership | Lifelong Learner
Location
San Francisco Bay Area, United States
Company size

Who is Charrissa Lalama, Rplu? Overview

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Charrissa Lalama, Rplu is listed as Professional Liability Insurance Expert | Aspiring Underwriter/Claims Advocate | Passion for Inclusive Collaboration and Leadership | Lifelong Learner at AHERN Insurance Brokerage, a with 35 employees, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Charrissa Lalama, Rplu.

Charrissa Lalama, Rplu previously worked as Account Manager at Ahern Insurance Brokerage and Account Executive at Rt Specialty. Charrissa Lalama, Rplu holds Certificate In Power And Influence For A Positive Impact, Completed from Harvard Business School Online.

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Email format at AHERN Insurance Brokerage

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AHERN Insurance Brokerage

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Profile bio

About Charrissa Lalama, Rplu

Charrissa Lalama, Rplu is a Professional Liability Insurance Expert | Aspiring Underwriter/Claims Advocate | Passion for Inclusive Collaboration and Leadership | Lifelong Learner at AHERN Insurance Brokerage. She possess expertise in accounts receivable, accounts payable, invoicing, microsoft excel, training and 16 more skills. Colleagues describe her as "I have had the pleasure of mentoring Charrissa for the past year. Charrissa is an excellent communicator, has a positive attitude, demonstrated commitment and is ready for the next step in her career development. Charrissa has several years of insurance experience and business professional skills. I highly recommend Charrissa for any role she is interested in. "

Listed skills include Accounts Receivable, Accounts Payable, Invoicing, Microsoft Excel, and 17 others.

Current workplace

Charrissa Lalama, Rplu's current company

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AHERN Insurance Brokerage
Ahern Insurance Brokerage
Professional Liability Insurance Expert | Aspiring Underwriter/Claims Advocate | Passion for Inclusive Collaboration and Leadership | Lifelong Learner
san diego, california, united states
Employees
35
AeroLeads page
8 roles

Charrissa Lalama, Rplu work experience

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Account Executive

Burbank, California, United States

Sep 2023 - Dec 2023

Client Account Manager

Orange, California, United States

I work as the liaison between insurance carriers, sponsoring companies, and group enrollees. My duties and responsibilities involve responding to requests for information and documentation, handling renewals of expiring policies, writing proposals, technical setup for online enrollments, and assisting with audits. I also maintain documentation for new and renewing business, answer questions about coverage, process applications, and follow up on overdue accounts. Since I maintain relationships… Show more I work as the liaison between insurance carriers, sponsoring companies, and group enrollees. My duties and responsibilities involve responding to requests for information and documentation, handling renewals of expiring policies, writing proposals, technical setup for online enrollments, and assisting with audits. I also maintain documentation for new and renewing business, answer questions about coverage, process applications, and follow up on overdue accounts. Since I maintain relationships with clients as well as team members throughout my organization, I need creativity and multi-tasking skills. I have to stay informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. Show less

Jul 2019 - Sep 2023

Distribution Specialist

I completed a placement at Pike Engineering. While at Pike I worked on the "Streetlight Project." I would audit historical streetlight data provided to Pike by Southern California Edison with the current data collected from our field techs. I would use Google Maps and Fulcrum to research data provided. With this updated streetlight data I would create new databases on Excel and design new streetlight maps on AutoCAD.

Oct 2017 - Sep 2018

Educator (Ases Prep)

Norwalk, Ca

ASES prep is a non profit after school program. Character Education and Social Justice Education are integrated with the Common Core subjects that students learn during the regular school day. I structured lessons to help my students realize how they have experienced social justice issues, evaluate how they have contributed to the issue, develop ideas they have to improve the issue, and then they are asked to attempt to bring their ideas to life. My lessons were meant to impact and move… Show more ASES prep is a non profit after school program. Character Education and Social Justice Education are integrated with the Common Core subjects that students learn during the regular school day. I structured lessons to help my students realize how they have experienced social justice issues, evaluate how they have contributed to the issue, develop ideas they have to improve the issue, and then they are asked to attempt to bring their ideas to life. My lessons were meant to impact and move my students. Every day I strived to ensure my classroom was filled with productivity, excellence, and joy by having attention-grabbing lessons and creating structure that meet each students individual needs. The skills I have developed as an ASES educator have given me the ability to think critically and to approach problems with unconventional yet successful strategies. The skill set I developed as an educator is beneficial in both business and education by helping to motivate colleagues/students, attract talent, build community, and then drive that community towards our mission. Show less

May 2015 - Aug 2016

Accounts Receivable Manager

Irvine, Ca

My primary responsibility at DiversityComm, Inc. was to manage the accounts receivable and collections functions. This included billing, bad-debt analysis, commissions, bonuses, and periodic reports. I established standards, developed objectives and maintained procedures that related to accounts receivable. To ensure timely and accurate invoicing the Sales Team, Executives, and I worked together. "Culture is king," as said by Cameron Herold, Business Author and Mentor. Which is why I… Show more My primary responsibility at DiversityComm, Inc. was to manage the accounts receivable and collections functions. This included billing, bad-debt analysis, commissions, bonuses, and periodic reports. I established standards, developed objectives and maintained procedures that related to accounts receivable. To ensure timely and accurate invoicing the Sales Team, Executives, and I worked together. "Culture is king," as said by Cameron Herold, Business Author and Mentor. Which is why I am honored to have worked for a company whose goal is to connect, educate and promote equal opportunity, thus creating a more diverse environment. Show less

Jan 2014 - Apr 2015

Special Education Paraeducator

Norwalk, Ca

Accommodates the special needs of students with physical, emotional, behavioral and mental disabilities, providing supplemental services as necessary. Participates in daily activities, training sessions and special activities to assist in the implementation of IEP goals. Assists in implementing instruction necessary for students to meet IEP goals.

Mar 2012 - Jan 2014

General Accountant

Anaheim

Created and ensured that property permits, licenses and vendor contracts were current and complied with Standard Operating Procedures. Classified, coded and audited financial records using journals, balance sheets and ledgers. Monitored all taxes and fees, ensuring that taxes were current, collected and/or accrued. Followed-up and resolved past due accounts and vendor invoices. Oversaw and maintained $500,000+ safe balance, petty cash, foreign currency, and due back’s. Resolved an average of… Show more Created and ensured that property permits, licenses and vendor contracts were current and complied with Standard Operating Procedures. Classified, coded and audited financial records using journals, balance sheets and ledgers. Monitored all taxes and fees, ensuring that taxes were current, collected and/or accrued. Followed-up and resolved past due accounts and vendor invoices. Oversaw and maintained $500,000+ safe balance, petty cash, foreign currency, and due back’s. Resolved an average of 120 guest billing inquiries per week. Show less

Sep 2010 - Jul 2012
Team & coworkers

Colleagues at AHERN Insurance Brokerage

Other employees you can reach at aherninsurance.com. View company contacts for 35 employees →

2 education records

Charrissa Lalama, Rplu education

Bachelor'S Degree, Finance, Emphasis In Risk Management

Activities and Societies: Gamma Iota Sigma, and Center of Insurance volunteer. IRS Certified Volunteer Income Tax Assistant CSUF.

FAQ

Frequently asked questions about Charrissa Lalama, Rplu

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What company does Charrissa Lalama, Rplu work for?

Charrissa Lalama, Rplu works for AHERN Insurance Brokerage.

What is Charrissa Lalama, Rplu's role at AHERN Insurance Brokerage?

Charrissa Lalama, Rplu is listed as Professional Liability Insurance Expert | Aspiring Underwriter/Claims Advocate | Passion for Inclusive Collaboration and Leadership | Lifelong Learner at AHERN Insurance Brokerage.

Where is Charrissa Lalama, Rplu based?

Charrissa Lalama, Rplu is based in San Francisco Bay Area, United States while working with AHERN Insurance Brokerage.

What companies has Charrissa Lalama, Rplu worked for?

Charrissa Lalama, Rplu has worked for Ahern Insurance Brokerage, Rt Specialty, Calsurance®, Pike Corporation, and Norwalk-La Mirada Unified School District.

Who are Charrissa Lalama, Rplu's colleagues at AHERN Insurance Brokerage?

Charrissa Lalama, Rplu's colleagues at AHERN Insurance Brokerage include Helen Raffalovich, Shawn M. Royle, Shelley Goedert, Mike Davidson, and Audrey Santiago.

How can I contact Charrissa Lalama, Rplu?

You can use AeroLeads to view verified contact signals for Charrissa Lalama, Rplu at AHERN Insurance Brokerage, including work email, phone, and LinkedIn data when available.

What schools did Charrissa Lalama, Rplu attend?

Charrissa Lalama, Rplu holds Certificate In Power And Influence For A Positive Impact, Completed from Harvard Business School Online.

What skills is Charrissa Lalama, Rplu known for?

Charrissa Lalama, Rplu is listed with skills including Accounts Receivable, Accounts Payable, Invoicing, Microsoft Excel, Training, Data Entry, Access, and Tax.

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