ALEJANDRA PRIETO
Sioux Falls,SD
Summary
Accomplished operations executive with a successful track in business, specifically in national and international insurance companies.
Overview
6
6
years of professional experience
Work History
Agent and Customer Service Executive - Internation
Inversiones Frecolma, C.A.
Maracaibo , Venezuela
2018.04 - 2021.07
- Management of quotes: Preparation of quotes required by the client and by the agents.
- Induction for new agents in the use of quotes from each company (BMI Companies, Best Doctors Insurance, Pa Group, Bac Assist, World Medic Assist, Bupa, American Fidelity).
- Monitoring of the issuance and approval process of policies issued to clients.
- Issuance of health, life, and travel policies Opening and monitoring of Claims/Losses: Channeling of digital and/or physical invoices according to the procedure of each company.
- Monitoring the application of the amounts claimed to the deductible.
- Request and management of medical appointments, direct payment to provider and endorsement letters.
- Support in the execution and management of for seminars schedule promoted by the company.
- Issuance agents contracts and open digital and physical files.
- Control and monitoring of commission collection ratio of the agency and by agents, both by accumulated premium and by agent.
- Support and advice to agent in all requirements for the effective management of their clients.
Senior Underwriting Analyst
C.A. Seguros Catatumbo
Maracaibo , Venezuela
2017.10 - 2018.04
- Complete management of the AS400 system
- Issuance and renewal of out-of-policy vehicle policies.
- Quotes, authorizations to subscribe and granting of provisional coverage.
- Increases in sums insured for policies with riders and total losses.
- General modifications of the insured, vehicle data (class type, body serial number, license plate, etc.), type of product and rates.
- Inclusion, exclusion and coverage changes.
- Inclusions and exclusions from the SINCCA (Black List) of plates and clients.
- Authorization for renewal and reactivation of policies, certificates and fleet coverage.
Underwriting Analyst
Freddy Colina Corredor de Seguros
Maracaibo , Venezuela
2016.06 - 2017.10
- Policy subscription process for various branches (quotation, monitoring, issuance and payment).
- Review of the documentation required for the issuance of a policy and/or financing contract.
- Evaluate conditions on insured sums and premiums, manage discounts and evaluate quotes in alternative companies to evaluate the most convenient one for the insured.
- Verification of policies and financing as requested by the insured.
- Complete management of SIDECO system.
- Modification of policies according to the requirements of the insured.
- Serve policyholders in a cordial and helpful manner.
- Work together with those in charge of the underwriting department of each company, to streamline processes within the company.
Service Agent: Internet and Mobile Banking
Pegaso Consulting (Call Center BOD)
Maracaibo , Venezuela
2015.08 - 2015.12
- Respond to incoming calls and assist customers with their individual questions.
- Provide personalized customer service with a high level of quality.
- Updating the existing database with the modifications.
- Changes and current status of clients prospects.
- Help customers of the communication-based organization with service queries and problem solving.
- Facilitate the information collected to control business opportunities and trends.
- Checking and categorizing customer problems.
- Complaints and the proposal of solutions for improvements.
- Provide daily the required reports according to the client's needs.
Education
Licenciatura En Administración/ Administration -
URBE - Universidad Privada Dr. Rafael Belloso Chacin
Maracaibo, Estado Zulia, Venezuela2019-01
Advanced English -
Centro Venezolano Americano Del Zulia (CEVAZ)
Maracaibo, Estado Zulia, VenezuelaSome College (No Degree) - Intermediate/ Advance English
University of Sioux Falls
Sioux Falls, SDSkills
- Problem-Solving
- Critical Thinking
- Meeting Coordination
- Strong communication abilities
- Organizational Development
- Customer Service
- Business Administration
- Document Management
- Attention to Detail
- MS Office
- Recordkeeping and File Management
- Office Management
Personal Information
- Place of Birth: Venezuela, Estado Zulia
- Date of Birth: 12/19/96
Leadership and Involvement
- Quality Assurance Course. Rafael Belloso Chacin University (URBE). Maracaibo Edo. Zulia.
- Community Service: URBE.
- Modeling and Etiquette GERO PRODUCCIONES. San Francisco Edo. Zulia.
- Participation in the Latin American Meeting by Best Doctors Insurance and GLH Global. Bogota, Colombia 2019.
- Best Doctors Academy Training Program, Excellence Module Best Doctors 2020 - LATAM Level 100%.
References
- Manuel Vera
Software Engineer
Bloomberg L.P.
352-614-8836
- Douglas Stenberg
Supervisor
Alcom
605-828-3019
- Rosa Prieto
Paralegal
The ticket clinic
352-691-8108
Timeline
Agent and Customer Service Executive - Internation
Inversiones Frecolma, C.A.
2018.04 - 2021.07
Senior Underwriting Analyst
C.A. Seguros Catatumbo
2017.10 - 2018.04
Underwriting Analyst
Freddy Colina Corredor de Seguros
2016.06 - 2017.10
Service Agent: Internet and Mobile Banking
Pegaso Consulting (Call Center BOD)
2015.08 - 2015.12
Licenciatura En Administración/ Administration -
URBE - Universidad Privada Dr. Rafael Belloso Chacin
Advanced English -
Centro Venezolano Americano Del Zulia (CEVAZ)
Some College (No Degree) - Intermediate/ Advance English
University of Sioux Falls
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