Highly organized and detail-oriented professional with strong work ethic and dedication to achieving goals. Knowledgeable in project management principles, business processes and customer service best practices.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Services CX& Cps Coordinator
American Express
07.2017 - Current
Managed project timelines for successful completion of vendor migration of post sale processes with minimum impacts for customers.
Collaborated with marketing team to develop successful communication strategies to avoid impacts during pre & post migration process.
Close dealing with Insurance Carriers to develope a digital service strategy.
Managed marketing efforts, communicated programs to staff and trained on marketing promotions.
Negotiation with insurance carriers for setting up servicing standard process and remediations.
Quality process definition for sales & post sales services.
Developing of testing of Post sale communications to Customer Engagement.
Insurance Services Sales Coordinator for WS
Amex Insurance Services
12.2020 - 03.2021
Worked closely with the WS & carriers teams to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased +1.4 k policies & + $420k USD in annual premium
Maintained accurate records of all sales activities, including goals, follow-ups, quality and customer communications.
Quality & BIC testing accomplished.
Administration of Amex & Insurance Incentives Amex & , CPA, Expenses, according to AXP policies.
Special Handling Unit Analyst & WS CCP
Amex Insurance Services
07.2012 - 07.2017
Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency related to complaints received.
Validated results, general metrics & creation of regulatory reports for PROFECO, CONDUSEF & CNVB.
Queried databases for information needed for report processing.
Identified and resolved problems through root cause analysis and research.