Juan Montalvan
Miami
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
20
20
years of professional experience
Work History
Visa Online Analyst
Visa Inc.
08.2017 - Current
- Provide Technical consultation to Visa clients and Visa staff.
- Manage cases via Microsoft Dynamics application.
- Process Service Request tickets for Visa staff requesting access to various services.
- Utilize analytical skills to solve complex issues that our clients experience.
- Provide exceptional customer service in response to inquiries received via phone calls, emails, or live chats from clients or prospects.
- Enhanced user experience by conducting comprehensive website analysis and identifying areas for improvement.
- Analyzed data to identify root causes of problems and recommend corrective actions.
Regional Account Executive
Assurant
01.2012 - 07.2017
- Responsible for driving performance for assigned programs for the assigned client through fostering and maintaining relationships with various levels of leadership.
- Conduct program training at corporate, division, region, district level or site location. Conduct train-the-trainer programs for client staff.
- Circulate performance and compliance reports to ensure all related goals are being achieved.
- Consult with client management to establish and ultimately execute plans for achieving or exceeding program goals.
- Develop and enhance Assurant’s relationship with our client at management at various levels in the field to include, regional, district, and store level.
- Communicate program results and plans for marketing efforts to client and Assurant management.
- Summarize activities for ROI purposes and be able to track the performance related to those activities.
- Serve as the primary contact between Assurant and client, as it relates to the assigned areas.
- Assist in the execution of promotions and contests for associated programs.
- Ensure travel budget adherence and control expenses.
- Conduct competitive analysis regularly and prepare reports on the competitive environment, occasionally mystery shopping across related business segments.
- Identify and assist in resolution of customer and client service quality process issues with the assigned Assurant Account Executive to ensure a positive root cause resolution.
Property Claims Adjuster
Century Adjusting Inc
01.2008 - 12.2011
- Prepared reports of findings of investigations.
- Developed strong relationships with clients, fostering trust throughout the claims process.
- Carefully reviewed claim information to verify accuracy and avert fraudulent claims.
- Visited customer locations to evaluate damage and provided cost estimates for remediation.
- Scoped and photographed properties for defects and damage.
- Managed high caseloads effectively by prioritizing tasks based on complexity and urgency of claims.
- Collaborated with contractors to verify repair estimates, ensuring fair settlements for both policyholders and company.
- Worked with private investigators and attorneys on preparation of evidence, witness statements, and other documentation in preparation for trial.
Mail Carrier
United States Postal Service, USPS
08.2004 - 12.2007
- Collaborated with fellow carriers to cover additional routes when needed, supporting team cohesion and effective workload distribution.
- Managed high volumes of incoming and outgoing mail during peak seasons without compromising quality or timeliness of service provided.
- Enhanced customer satisfaction with timely and accurate deliveries, adhering to strict schedules and protocols.
- Loaded and secured items in trucks to avoid damage to parcels during delivery.
- Greeted customers and answered questions regarding mail pick up times, postal regulations, and delivery costs.
- Promoted safety standards by maintaining a clean driving record and following proper vehicle maintenance procedures.
- Assisted customers in resolving issues related to incorrect mail delivery or missing packages, ensuring prompt resolutions.
- Conducted regular inspections of assigned vehicle, identifying potential problems early to minimize downtime due to repairs.
- Collected outgoing mail from homes and businesses along routes for customer convenience and initiated delivery to intended recipients.
Education
Bachelor of Arts - Business Management
Albizu University
Doral, FL05.2012
Skills
- Bilingual (English/Spanish)
- Self-Motivated
- Quick Learner Aptitude
- Multitasking Abilities
- Problem-solving abilities
- Attention to detail
- Experience using MS Office tools (eg MS Excel, PowerPoint, Word, Dynamics)
- Excellent Communication
- Cross-Functional Teamwork
- Tableau Reporting
- Time management
- Organizational Skills
Contact
Miami, FL 33018
Timeline
Visa Online Analyst
Visa Inc.
08.2017 - Current
Regional Account Executive
Assurant
01.2012 - 07.2017
Property Claims Adjuster
Century Adjusting Inc
01.2008 - 12.2011
Mail Carrier
United States Postal Service, USPS
08.2004 - 12.2007
Bachelor of Arts - Business Management
Albizu University
Similar Profiles
Brian McGroryBrian McGrory
Vice President – Merchant Sales and Acquiring – Australia, NZ and South Pacific (AuNZSP) at Visa Inc.Vice President – Merchant Sales and Acquiring – Australia, NZ and South Pacific (AuNZSP) at Visa Inc.
Mahima KaushikMahima Kaushik
FP&A Team Lead at Visa Inc.FP&A Team Lead at Visa Inc.
Vineela JagarlamudiVineela Jagarlamudi
Sr. Software Test Engineer at Visa Inc.Sr. Software Test Engineer at Visa Inc.