Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
9
9
years of professional experience
Work History
Senior Insurance Operations Specialist
Marsh Saldaña
09.2021 - Current
Managed condominium commercial lines.
Prepared specifications for condominium clients based on current coverage and client needs.
Manage a team of five employees in insurance commercial lines.
Identified plans and resources required to meet project goals and objectives.
Closely collaborated with project members to identify and quickly address problems.
Modeled management and organizational skills and multi-tasked and prioritized in deadline-driven environment.
Qualified leads, built relationships and executed sales strategies to drive new business.
Built and strengthened relationships with new and existing accounts to drive revenue growth.
Resolved issues promptly to drive satisfaction and enhance customer service.
Attended networking events to build relationships and identify sales opportunities.
Serviced accounts and proposed new products and services to maximize revenue.
Built relationships with customers and community to promote long term business growth.
Trained new employees on customer service and organizing strategies.
Attended monthly sales meetings and quarterly sales trainings.
Met existing customers to review current services and expand sales opportunities.
Underwriter & Producer Services
Universal Insurance Company
12.2015 - 04.2021
Assisted clients and prospects with quotes, endorsements, coverage orientations, payments, among other matters.
Handling of customer complaints and disagreements to solve conflicts.
Document redaction, in English and Spanish, related to personal line covers.
Business retention support.
Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
Examined potential loss stemming from catastrophe, severity or frequency of possible loss.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Accounts & case analysis.
Side by side for new employees.
Met with customers, agents and brokers to negotiate coverage, price and payment plans.
Supported review and acceptance or denial of new or renewal business.
Determined and documented loan conditions and communicated requirements and decisions.
Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
Education
BBA - Human Resources Management
Universidad Ana G Méndez
Gurabo, PR
03.2021
Skills
Fully Bilingual (English & Spanish)
Organization and Time Management
Verbal and Written Communication
Upbeat and Positive Personality
Multitasking and Prioritization
Flexible and Adaptable
Trainer Mentoring
Account Management
Customer Relations
Account Oversight
Interpersonal Skills
Microsoft Office (Word, Power Point, Publisher & Excel)