Carlos Maristany
Miami,FL
Summary
Recent graduate with a masters degree in Risk Management, having been working for 5 years in the insurance industry for an agency as an underwriter, allowing me to apply everything learned through the degree to my day to day job responsibilities. Hardworking and passionate about this industry. Gifted in evaluating risk and loss potential and developing information for new and renewal policies.
Overview
5
5
years of professional experience
Work History
Insurance Underwriter
Inteliinsurance, Inc
08.2018 - Current
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
- Interaction with clients to meet their insurance needs both on a personal and commercial basis.
Accounting Assistant
Inteliinsurance, Inc
08.2018 - Current
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Submit premium payments to wholesalers and insurance companies, keeping track of pending and paid invoices.
- Transferred data and documents to facilitate system migration and software updates.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
Education
Master of Science - Insurance And Risk Management
Universidad Universal
Puerto Rico12.2023
BBA - Business
Florida International University
Miami, FL08.2021
Skills
- Insurance policy expertise
- Customer service
- Problem-solving
- Sales support
- Multitasking
- Time management
- Quote Preparation
- Policy Quoting and Pricing
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Underwriter
Inteliinsurance, Inc
08.2018 - Current
Accounting Assistant
Inteliinsurance, Inc
08.2018 - Current
Master of Science - Insurance And Risk Management
Universidad Universal
BBA - Business
Florida International University
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