Summary
Overview
Work History
Education
Skills
Timeline
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Grace M. Rodríguez Figueroa

Toa Baja

Summary

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

41
41
years of professional experience

Work History

Assitant Insurance Underwriter

Firstbank Insurance Agency
01.2023 - Current
  • Evaluated insurance applications, assessing risk factors to determine eligibility.
  • Analyzed policy terms and conditions, ensuring compliance with underwriting guidelines.
  • Coordinated with agents and brokers for seamless policy issuance, enhancing customer satisfaction.
  • Improved underwriting accuracy by implementing thorough review processes.
  • Collaborated with internal teams for effective policy management and client service.
  • Processed applications to maintain efficient workflow and meet deadlines.Managed high-volume applications, prioritizing tasks for streamlined processing.
  • Improved underwriting accuracy by implementing thorough review processes.
  • Ensured compliance with regulations by maintaining up-to-date knowledge of industry standards.
  • Enhanced client satisfaction, providing timely responses to inquiries and applications.
  • Collaborated with other professionals to develop innovative underwriting solutions.

Business Support Representative

FirstBank In Agency / MSSS Temporary Services
07.2021 - 12.2022
  • Analysis and entry of data related to new business, insurance policy renewals and endorsements.
  • Ensured accuracy of data entry on clients software systems.
  • Ensured compliance with regulatory requirements and datelines.

Legal Administrative Assistant

Estudio Legal del 2000
09.1999 - 03.2020
  • Interviewed clients, responded to inquiries and managed general administrative tasks prioritizing them according to urgency or deadline requirements.
  • Prepared drafts of legal documents, motions, lawsuits, letters and agreements for attorney's use.
  • Safeguarded confidential information with strict adherence to privacy policies and professional discretion.
  • Responded to client inquiries, providing accurate legal advice and offering assistance.
  • Filed documents with courts on behalf of attorney.
  • Completed data entry of legal documents into electronic filing systems.
  • Assisted with preparation of trial materials and documents.

Executive Secretary

Universal Life Insurance Company
01.1997 - 12.1999
  • Analyze and assist in the drafting, editing and proofreading of life insurance master policies
  • Maintained strict confidentiality of sensitive information.
  • Enhanced overall office efficiency with proactive problem-solving skills applied to daily challenges or unexpected situations.

Executive Secretary and HR Administrator

Trans Oceanic Life Insurance Company
01.1990 - 12.1997
  • Assist in the drafting, preparation, and editing of master insurance products and policies.
  • Managed payroll processing, ensuring accuracy and timely disbursement.
  • Manage and comply with federal and governmental agencies preparing and filling monthly, quarterly and annual payroll reports.
  • Handled confidential information in professional manner.
  • Maintained strict confidentiality in all aspects of personal, financial, and corporate information.
  • Collaborated with various departments to develop cohesive strategies for achieving organizational goals.
  • Demonstrated flexibility adapting quickly when new tasks or responsibilities arose, maintaining a high level of performance under pressure.
  • Assisted in the recruitment process by screening resumes, scheduling interviews, and providing candidate feedback to executives.
  • Updated HR database with new employee information, changes in benefits, and other details.
  • Assisted employees with benefits enrollment, ensuring accuracy of information and timely processing of forms.
  • Developed and enforced HR policies that aligned with organizational goals, maintaining compliance with labor laws.


General Assistant

J. Ocasio and Company, Inc. – Insurance Adjusters
01.1984 - 12.1989
  • Supported daily operations, ensuring smooth workflow and increasing overall productivity.
  • Develop and utilized advanced software tools to efficiently manage claims workload, track progress, and generate detailed reports on overall performance metrics.
  • Assist and prepared claim investigation reports, summaries of damage, payments, and policy coverage and report to client companies.
  • Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
  • Worked with private investigators and attorneys on preparation of evidence, witness statements, and other documentation.

Data Administrator and Customer Service

International Visitors Council of Central Florida
02.1989 - 10.1989
  • Planned, developed and implemented computer data base using dBASE (database management system (DBMS)) for storing, retrieving and managing data of volunteer sponsors and international visitors.
  • Provide information and assistance to tourists and passengers at the 'International Information Kiosk' located in the Orlando International Airport.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.

Education

Certificate of Technical Studies - Human Resources Administration

Advance School of Personnel Administration of Puerto Rico
01.1993

Undergraduate - Business Administration

University of Puerto Rico (CUTB)
Bayamón, PR
01.1992

Higher School - Secretary And Stenographer

Miguel De Cervantes Saavedra
Bayamón, PR
01.1981

Skills

  • Critical Thinking
  • Systematic Organization
  • Self-Motivated
  • Cross-Functional Teamwork
  • Numerical Proficiency
  • Strong Technical Computer Skills
  • Effective Communication
  • Collaborative Teamwork Abilities
  • AMS360 Software Skills
  • Digital Image Editing
  • Comprehensive Understanding
  • Advanced Excel Skills
  • Proficient in Microsoft Word
  • Apple Systems Knowledge
  • Microsoft Software Proficiency
  • Risk Assessment Calculators
  • Appropriate Attire for Professional Settings
  • Workplace Professionalism
  • Bilingual Proficiency in Spanish and English
  • Insurance knowledge
  • Underwriting expertise
  • Risk assessment

Timeline

Assitant Insurance Underwriter

Firstbank Insurance Agency
01.2023 - Current

Business Support Representative

FirstBank In Agency / MSSS Temporary Services
07.2021 - 12.2022

Legal Administrative Assistant

Estudio Legal del 2000
09.1999 - 03.2020

Executive Secretary

Universal Life Insurance Company
01.1997 - 12.1999

Executive Secretary and HR Administrator

Trans Oceanic Life Insurance Company
01.1990 - 12.1997

Data Administrator and Customer Service

International Visitors Council of Central Florida
02.1989 - 10.1989

General Assistant

J. Ocasio and Company, Inc. – Insurance Adjusters
01.1984 - 12.1989

Certificate of Technical Studies - Human Resources Administration

Advance School of Personnel Administration of Puerto Rico

Undergraduate - Business Administration

University of Puerto Rico (CUTB)

Higher School - Secretary And Stenographer

Miguel De Cervantes Saavedra
Grace M. Rodríguez Figueroa