Claudia Moreno Guerra
Summary
Detail-oriented candidate with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Ambitious graduate student of political science and economics degree eager to contribute developed knowledge in the world of politics, finance and economics. Adaptable and driven with strong work ethic and ability to thrive in team-based or individually motivated settings. Eager to learn new skills and constantly seeking knowledge.
Overview
3
3
years of professional experience
Work History
Financial Planner
Transamerica Life Insurance Company
07.2022 - 11.2022
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Developed recommendations specific to client's financial situation on variety of topics.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Legal Receptionist and Assistant
Law Offices of Kanner and Pintaluga
08.2021 - 12.2021
- Coordinated appointment calendar and balanced schedules to promote optimal productivity.
- Operated multi-line telephone system to handle high volume of daily calls.
- Used Microsoft Office suite programs daily for professional business correspondence, spreadsheet tracking and presentation preparation.
- Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
- Corresponded daily with clients, insurance adjusters, doctors and attorneys.
- Analyzed law sources, including statutes, recorded judicial decisions, legal articles, constitutions and legal codes.
- Managed accounts and client records of clients, observing confidentiality and extreme discretion.
- Reviewed case files and reported case progress to clients.
Logistics Processor
Nordstrom
06.2019 - 10.2020
- Utilize inventory management systems to scan, process and research web orders.
- Read and interpreted schematics, work orders and reports to identify needed materials and understand instructions.
- Reviewed production orders, schedules, delivery dates and inventory levels to determine product availability.
- Logged, processed and followed up on merchandise authorization shipments in databases.
- Managed system support functions to set priorities and service levels expectations.
- Verified accurate account invoicing through collaboration with accounting department.
- Processed and entered customer orders into database and provided proactive customer service for accounts.
- Maintained excellent working relationships with customers by efficiently responding to inquiries and complaints concerning work orders, invoices and shipments,.
Education
Bachelor of Arts - Political Science And Government
Florida Atlantic University
Boca Raton, FL12.2023
Bachelor of Arts - Political Science And Economics
Lynn University
Boca Raton, FL08.2021
Skills
- Courteous and Professional
- Costumer service
- Organization and efficiency
- Microsoft Office Suite
- Computer Proficiency
- Multitasking and Prioritization
- Reliable and Punctual
- Data Entry and Database Software
- Research and Data Analysis
- Attention to Detail
- Consultative Sales Techniques
- Client Relationship Development
- Problem-solving abilities
- Risk management
- Client relationship management
- Analytical thinking
- Microsoft Excel
Accomplishments
- Lynn Merit Scholarship
- Lynn Presidential Scholarship
- Superior award winner Le congress de la culture Français
- Recipient of Peace Building Committee Delegation award for representation of the Dominican Republic, National Model United Nations
Affiliations
United Nations volunteer April 2020 - April 2021: Remote cartographer for the Tanzania Development Trust through the United Nations Volunteer program. Responsibilities included: mapping villages, roads and building in rural Tanzania to help protect woman from female genital mutilation (FGM).
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
French
Limited Working
Timeline
Financial Planner
Transamerica Life Insurance Company
07.2022 - 11.2022
Legal Receptionist and Assistant
Law Offices of Kanner and Pintaluga
08.2021 - 12.2021
Logistics Processor
Nordstrom
06.2019 - 10.2020
Bachelor of Arts - Political Science And Government
Florida Atlantic University
Bachelor of Arts - Political Science And Economics
Lynn University