Overview
Work History
Education
Skills
Certification
Timeline
Generic

Gerardy A. González Guzmán

Moca

Overview

4
4
years of professional experience
1
1
Certification

Work History

Insurance Agent

Unique Insurance Group
Hatillo
08.2024 - Current
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Monitored market conditions to ensure that existing policies remain competitively priced.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.

Case Manager/ Analyst

IEM
Aguadilla, PR
10.2023 - 06.2024
  • Maintained a complete understanding of all applicable program policies, requirements, and procedures, and reviewed all cases within the guidelines established.
  • Determined eligibility and calculated income.
  • Proficient in utilizing the MEDITI 3G data management system to compile large volumes of data and generate detailed reports.
  • Generated detailed case reports for internal and external teams.

Finance Intern

Municipal Government Office
San Sebastián
02.2023 - 05.2023
  • Assisted in preparing audit documents, including reconciliations and journal entries
  • Managed accounts payable and receivable activities, including invoice processing and payment reconciliation
  • Received training in accounts payable and receivable functions
  • Followed up with clients on overdue payments to ensure timely resolution
  • Supported the review and analysis of departmental budgets and financial projections
  • Contributed to the preparation of monthly and annual financial reports, tracking expenses and revenue using Excel

Assistant Manager

Domino’s Pizza
Aguadilla
11.2020 - 05.2023
  • Overseeing daily store operations, including scheduling staff shifts, managing inventory levels, and ensuring cleanliness and organization of the store.
  • Manage cash flow, including making bank deposits, overseeing transactions, and ensuring the accuracy of financial records.
  • Implemented marketing strategies to increase sales objectives, as directed by the franchise owner.
  • Led employee performance evaluations and rewarded top performers to retain quality personnel.

Education

Bachelor of Business Administration -

University of Puerto Rico
Aguadilla, PR
05.2023

Skills

  • Planning and organizational skills
  • Relationship Building
  • Data management
  • Computer skills
  • Problem resolution
  • Critical Thinking
  • Financial modeling/ analysis
  • Project management
  • Leadership skills/ strong customer service
  • Quality reporting/ communicator
  • Microsoft Word
  • Excel
  • Publisher
  • PowerPoint
  • Mediti3G

Certification

  • LIfe Insurence License

Timeline

Insurance Agent

Unique Insurance Group
08.2024 - Current

Case Manager/ Analyst

IEM
10.2023 - 06.2024

Finance Intern

Municipal Government Office
02.2023 - 05.2023

Assistant Manager

Domino’s Pizza
11.2020 - 05.2023

Bachelor of Business Administration -

University of Puerto Rico

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Gerardy A. González Guzmán