Germarie Díaz Martínez
Toa Alta
Summary
Dynamic Service Representative with proven expertise at Universal Insurance Company, excelling in customer service and account management. Recognized for strong analytical skills, being a fast learner, and attention to detail, effectively resolving complex issues and enhancing client satisfaction. Proficient in Microsoft Office and others, driving efficiency in different positions.
Overview
5
5
years of professional experience
Work History
Service Representative
Universal Insurance Company
Guaynabo
05.2023 - Current
- Handle claims, payments, and policy inquiries efficiently
- Manage personal and commercial lines accounts
- Escalated complex issues and set up appointments for further service.
- Conducted follow-up calls to ensure satisfactory resolution of customer issues.
- Assisted new policyholders with processing claims.
- Corresponded with insured or agent to obtain information or inform of account status or changes.
- Facilitated payment processing for premium payments and renewals.
Secretary
Distribuidora de Importación y Exportación de la Montaña Inc.
Comerio
05.2020 - 02.2023
- Managed permits via the SBP (Single Business Portal).
- Processed invoices and customer service transactions.
- Handled email communications and document organization.
- Assisted with accounts receivable and accounts payable functions.
- Bank reconciliation.
- Performed data entry into computer systems; ensured accuracy of all entered information.
- Identified, researched, and resolved discrepancies between internal records and financial statements.
Tax Staff Intern
Galíndez, LLC
San Juan
01.2022 - 07.2022
- Prepared individual and corporate tax returns (ITR)
- Managed State & Municipal SUT and federal ITR filings
- Drafted engagement letters and utilized tax software (Expert Tax, Ultra Tax)
- Participated in team meetings, presentations and special events.
Education
BBA - Business Administration - Accounting & Marketing
University of Puerto Rico, Rio Piedras
San Juan, Puerto Rico05.2024
High School Diploma - Certificate in Accounting
Nicolás Sevilla Guemarez High School
Toa Alta, Puerto RicoSkills
- Leadership and team collaboration
- Public Speaking and Communication
- Strong organizational and analytical skills
- Technical Skills: Microsoft Word
- Technical Skills: Excel PowerPoint QuickBooks SURI Expert tax Ultra Tax Teams Outlook Turnos PR Policy Center and Claim Center
- Attention to detail
- Account management
- Customer service
- Account updating
- Database maintenance
- Customer relationship management
- Data entry
Leadership Experience
- American Marketing Association (AMA), Member, 01/23 - 12/23, Participated in info sessions and job fairs
- Accounting Students Association (AEC), Member, 08/21 - 05/24, Engaged in networking events and professional development
- Future Business Leaders of America (FBLA) - High School, Member, 08/15 - 12/18
References
References available upon request.
Timeline
Service Representative
Universal Insurance Company
05.2023 - Current
Tax Staff Intern
Galíndez, LLC
01.2022 - 07.2022
Secretary
Distribuidora de Importación y Exportación de la Montaña Inc.
05.2020 - 02.2023
BBA - Business Administration - Accounting & Marketing
University of Puerto Rico, Rio Piedras
High School Diploma - Certificate in Accounting
Nicolás Sevilla Guemarez High School
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