Detail-oriented and results-driven professional with three years of experience in the insurance industry. Skilled in overseeing policy issuance processes, ensuring compliance with regulatory standards, and delivering exceptional customer service.
Overview
6
6
years of professional experience
Work History
Issuing Manager
BMI Financial Group
04.2021 - Current
Managed the issuance of insurance policies, ensuring accuracy, compliance, and timely delivery to clients.
Coordinated with underwriters, brokers, and sales teams to streamline the policy-issuing process.
Reviewed policy applications to ensure all necessary documentation and information were complete and met regulatory requirements.
Developed and implemented procedures to reduce errors and improve operational efficiency in the issuance process.
Monitored daily workflow to prioritize and distribute tasks among team members effectively.
Sales Associate
Gap Inc
07.2020 - 11.2020
Maintained organized, presentable merchandise to drive continuous sales.
Analyzed and properly processed product returns, assisting customers with finding alternative merchandise to meet needs.
Tracked stock using company inventory management software.
Prepared merchandise for sales floor by pricing or tagging.
Completed orders through online system and organized product deliveries to meet customer timetables.
Office Assistant
JUST HIGH TECH CORP
05.2019 - 03.2020
Offered diverse clerical support to office team members, including managing correspondence, answering telephone calls and tracking documentation.
Monitored social media and online sources for industry trends.
Greeted visitors or callers daily to handle inquiries or direct to appropriate persons.
Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
Updated financial, customer and business records with accurate information each day, preventing data loss and keeping files current.
Education
Legal Studies
Universidad Católica Andres Bello (UCAB)
Sales And Marketing Education
Institute Internet
MBA - Legal Studies
Fundesem Business School
Spain
07-2011
Skills
Team leadership
Attention to Detail
Customer Relationship Management
Insurance Software Proficiency
Salesforce
English and Spanish
Languages
Spanish
Native or Bilingual
Timeline
Issuing Manager
BMI Financial Group
04.2021 - Current
Sales Associate
Gap Inc
07.2020 - 11.2020
Office Assistant
JUST HIGH TECH CORP
05.2019 - 03.2020
Sales And Marketing Education
Institute Internet
Legal Studies
Universidad Católica Andres Bello (UCAB)
MBA - Legal Studies
Fundesem Business School
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