Salesforce
Ricardo Ernesto Diaz
Accountant Specialized In Insurance
Mexico City,CDMX
Summary
Dedicated to enhancing underwriting department operations with analytical and disciplined approach. Work with minimal direction to solve problems, resolve conflicts and respond to customer inquiries. History of being effective team member with full understanding of underwriting process and team needs.
Overview
15
15
years of professional experience
15
15
years of post-secondary education
2
2
Languages
Work History
Underwriting Assistant
Gen Re
Cuauhtemoc, Mexico City
08.2022 - Current
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Calculated group and individual renewal rates based on customers' background, industry and demographic information.
- Entered payments, account information and call logs into Frog and Eddie systems.
- Reviewed slips and technical reports to effectively underwrite.
- Met with customers, agents and brokers to negotiate coverage, price and service delivery.
- Verified data integrity and accuracy.
- Provided high level of assistance to help with review, classification, coding and rating of applications.
Global Business Specialist
AXA XL
Benito Juarez, Ciudad De Mexico
02.2017 - 07.2022
- Introduced new methods, practices and systems to reduce turnaround time.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Preparer property, marine and construction policies in adherence to guidelines, to deliver to the clients,
- Consistently built long-term relationships with existing and new customers.
- Collaborate with the finance team in the audits to let them know the information needed from Management Operations Team.
Senior Sales Executive
BUPA
Miguel Hidalgo, Mexico City
08.2016 - 01.2017
- Utilized multiple marketing strategies to improve profitability.
- Analyzed market trends in consumer industries to implement appropriate marketing and sales methods.
- Sold the portfolio of products to new and established customers.
- Protected top-priority accounts by employing effective sales and marketing techniques.
- Recognized and resolved compound problems that effected upper-level management and business initiatives.
- Received USD 3,500 recognition for achieving USD10,000 in sales annually.
- Developed relationships with high-profile clientele by successfully employing different sales techniques.
- Employed effective problem-solving techniques, increasing client satisfaction ratings.
- Managed full sales lifecycle for 70 accounts.
Commercial Manager
Carlos De La Torre Firm
Miguel Hidalgo, Mexico City
09.2013 - 08.2016
- Used key metrics and prepared reports for senior management to monitor performance of commercial activities.
- Conducted market research and analysis to create detailed business plans on commercial opportunities, business development and expansion.
- Researched market to identify potential customers.
- Devised pricing methodologies and industry strategies through economic and business analysis.
- Built relationships with clients to establish new contracts.
- Identified opportunities and cultivated new business through 50 new cold calls per week.
- Devised sales strategies to increase points of distribution, shelf space, product positioning, consumer awareness, trial, conversion and user acquisition.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Prepared sales presentations for clients showing success and credibility of products.
- Organized promotional events and interacted with community to increase sales volume.
- Monitored sales team performance, analyzed sales data and reported information to area managers.
- Engaged in product training, demonstrations, consumer awareness, branding and acquisition initiatives to raise awareness and revenues.
Corporate Business Tax Assistant
KPMG
Miguel Hidalgo, Mexico City
01.2012 - 09.2013
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
University Manager
AIESEC
Mexico City, Mexico City
01.2011 - 01.2012
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Accomplished multiple tasks within established timeframes.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Built strong relations with different business men and managers from different industries to promote the sponsorship of the different programs.
- Increase and promote the value of the NGO among the educative community and the principals to enhance the relations with the university.
National and State Business Liaison Coordinator
PAN
Mexico City, Mexico City
01.2008 - 12.2010
- Maintained knowledge of latest requirements and support strategies.
- Increased program outreach by building strong relationships with educators (politicians) and community.
- Reached out to students unable to attend different courses to provide information and assess return conditions.
- Provided information on available school and community resources.
- Utilized exemplary negotiation skills to obtain resources and assure quality standards.
- Defined clear targets and objectives and communicated to other team members.
- Managed senior-level personnel working in marketing and sales capacities.
Education
Diploma - Negotiation & Strategy
Harvard University
Cambridge, MA 10.2022 - 10.2022
Associate in Business Consultancy - Accountatn
La Salle University
Mexico CIty 01.2011 - 07.2022
Bachelor of Science - Accountant
La Salle University
Mexico City 08.2008 - 07.2012
Skills
Risk management
Time management
Data analysis
Business Development
Relationship building
Inspection reviews
Report writing
Mail handling
Multi-line phone proficiency
Project planning
Filing and data archiving
Database Management
Policy Development
Policy renewal
Policy quoting and pricing
Business administration
Software
Office
Eddie
Frog
RAPP
Affiliations
- Freemason
Additional Information
https://www.linkedin.com/in/ricardo-e-d%C3%ADaz-b99194208
Timeline
Diploma - Negotiation & Strategy
Harvard University
10.2022 - 10.2022
Underwriting Assistant
Gen Re
08.2022 - Current
Global Business Specialist
AXA XL
02.2017 - 07.2022
Senior Sales Executive
BUPA
08.2016 - 01.2017
Commercial Manager
Carlos De La Torre Firm
09.2013 - 08.2016
Corporate Business Tax Assistant
KPMG
01.2012 - 09.2013
University Manager
AIESEC
01.2011 - 01.2012
Associate in Business Consultancy - Accountatn
La Salle University
01.2011 - 07.2022
Bachelor of Science - Accountant
La Salle University
08.2008 - 07.2012
National and State Business Liaison Coordinator
PAN
01.2008 - 12.2010