Yuly Parada
Hialeah
Summary
I have the knowledge, skills, abilities, and experience to contribute and lead processes and procedures that contribute to sustainability and organizational growth, considering my academic background and my work experience in different institutions. My performance in each of the positions I have led has been characterized by my professionalism, responsibility, commitment, and proactivity, which have allowed me to strengthen my professional competence and guarantee success in my management. I have a great motivation to achieve and persistence in the achievement of objectives through integration and teamwork, I am characterized by being a responsible, organized person, with a high sense of belonging, willingness to serve and collaborate, willing to provide my knowledge and experience to contribute to the growth of companies.
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Agent
Plan De Seguros United States
09.2024 - 03.2025
- Provided personalized insurance advice to clients regarding life, health, and auto, policies, tailoring solutions to their specific needs.
- Managed a portfolio of clients, ensuring policy renewals, updates, and consistent post-sale follow-up to build long-term relationships.
- Achieved sales targets through prospecting, cold calling, attending events, and closing deals effectively.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Manager
Muchisimo Marketing Digital
01.2024 - 12.2024
- Customer service by identifying their needs and creating a marketing strategy to increase their sales or market positioning.
- Monitor the different projects and ensure their on-time delivery
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Project Coordinator
Caja de la Vivienda Popular
01.2022 - 01.2024
- Support in the planning, execution (monitoring and control), and closure of projects to improve the entity's processes in the short, medium, and long term.
- Proactively generate the roadmap where project progress is reflected using project management tools.
- Prepare and write internal/external presentations related to process improvement and strategic transformation.
- Create detailed documentation on the projects developed, as input for the implementation of change management.
- Support in the implementation of transformation and change management initiatives.
- Plan the development of processes and procedures to guarantee the proper functioning of the company in collaboration with work teams.
- Support in the creation of tactics aimed at generating a work environment focused on quality, communication, collaboration, integration, and teamwork.
- Update and formulate quality management system documents.
Accounting Assistant and Project Coordinator Assistant
Caja de la Vivienda Popular
09.2020 - 01.2022
- Generate payments, update accounts payable records, reconcile information with different external suppliers, analyze and adjust possible discrepancies.
- Generate invoices, track accounts receivable, reconcile information with the different internal departments, analyze and adjust possible discrepancies.
- Reconcile bank accounts in accounting software.
- Provide support to prepare financial statements and reports.
- Support annual budget planning to generate analysis corresponding to historical data for decision making.
- Monitor and control each of the activities for the execution of the projects developed in the accounting area.
- Support the parameterization of procedures and record changes for updating quality management system documents.
Commercial and Administrative Assistant
Soluciones en Ingeniería y Logística
01.2014 - 07.2020
- Advise and provide customer service for the sale of products manufactured by the company.
- Prepare and send quotes.
- Prepare, send, and track payment of invoices.
- Management of company accounts payable and receivable information.
- Monitor inventory to generate reports to the commercial team and area managers.
- Record operations in the system to keep databases updated.
- Coordinate logistics for shipping products to the client and constantly monitor to guarantee on-time delivery.
- Support the hiring process, providing training materials and coordinating work schedules, as well as social security affiliation, social security payments and payroll settlement.
- Assist in the development and implementation of new administrative procedures.
- Manage and administer physical and digital files.
Education
License 220
General Lines-Property & Casualty Insurance Agent01-2025
License 215
Life, Health & Variable Contracts Insurance Agent 08-2024
Specialist - Finance and Financial Administration
Instituto Europeo de Posgrado
03.2023
Specialist - Financial Management
Corporación Universitaria de Asturias
03.2023
Industrial Engineering - undefined
Universitaria Agustiniana
11.2021
Skills
- Collaboration
- Assertive communication
- Teamwork
- Workflow management
- Problem Solving
- Organization
- Time management
- Leadership
- Adaptability
- Conflict resolution
- Creative Thinking
- Attention to detail
- Emotional Intelligence
- Decision-making
- Process analysis
- Process Flows
- Process Improvement
- Project Management
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Visio
- Microsoft Suite
- Project Management Software
- Accounting
- QuickBooks
- Logistics
- Database
- Data analysis
- CMR, SAP, ORACLE
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
Certification
- Fundamentals of Project Management
- Fundamentals of Digital Marketing and Ecommerce
- Digital Transformation with Google Cloud
- International Diploma in Project Management under the guidelines of PMI
- Project Management Expert according to PMI
- Introduction to research in the business world
LANGUAGES
Spanish - Native Language
English - Intermediate Level
Timeline
Insurance Agent
Plan De Seguros United States
09.2024 - 03.2025
Manager
Muchisimo Marketing Digital
01.2024 - 12.2024
Project Coordinator
Caja de la Vivienda Popular
01.2022 - 01.2024
Accounting Assistant and Project Coordinator Assistant
Caja de la Vivienda Popular
09.2020 - 01.2022
Commercial and Administrative Assistant
Soluciones en Ingeniería y Logística
01.2014 - 07.2020
Specialist - Financial Management
Corporación Universitaria de Asturias
Industrial Engineering - undefined
Universitaria Agustiniana
License 220
License 215
Specialist - Finance and Financial Administration
Instituto Europeo de Posgrado
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