Insurance Microsoft Office

María Morcelo Vázquez

Luna’s Street #*** Old San Juan

San Juan, PR 00901

Telephone Number: 787-***-****

Email: **************@*****.***

Education Interamerican University of Puerto Rico- Metropolitan Campus

2007-2011 Master in Business Administration with concentration

in Finance

2007-2011 Master in Business Administration with concentration

in Accounting

2001-2005 Bachelor in Business Administration with concentration

in Finance

Additional Education National Association of Insurance Commissioners

Financial Analysis Solvency Tools

Holding Company Analysis

Enterprise Risk Management

Regulating for Solvency

How to Analyze Insurer Investment Portfolio

NAIC/NIPR Insurance Summit (2013,2014, 2016)

Experience

2011- Present Office of the Commissioner of Insurance of Puerto Rico

Suite 216 Tabonuco Street

PMB 356

Guaynabo, PR 00968-3029

Financial Analyst

Analyze, evaluate, monitor and prepare reports (annually and quarterly) of the financial situation and solvency of Insurers, Reinsurers and Health Maintenance Organizations.

Analyze, evaluate and prepare reports of admissions applications of Foreign Insurers, Domestic Insurers, Health Maintenance Organizations, Reinsurers, Surplus Line Insurers, Automobile Club and Service Contract Providers.

Review and analyze audited financial reports to identify solvency and consistency with the Annual Statements.

Prepare reports corresponding to the analysis, evaluations and examination reports.

Analyze financial statements of single state and multi-state insurers and prepare reports of their findings and any compliance issue.

The mission of the National Association of Insurance Commissioner (NAIC) Accreditation Program is to establish and maintain standards to promote sound insurance company financial solvency regulation. The Accreditation Program provides a process whereby solvency regulation of multi-state insurance companies can be enhanced and adequately monitored with emphasis on: adequate solvency laws and regulations, effective and efficient financial analysis and examination process, appropriate organizational and personnel practices and effective and efficient processes regarding the review of organization, licensing, and change of control of domestic insurers.

Since 2011, I’ve been part of this Office Accreditation Team as a Team Leader where we had to create laws for compliance, pass through interviews related to the financial situation of the insurance companies, between other things. In addition, provide support to the Financial Analysis Team in their interviews with the NAIC Accreditation Review Team.

Professional Credentials

Associate Professional in Insurance Regulation (APIR),

National Association of Insurance Commissioners

Skills

Computer: Knowledge of PC and Microsoft Office Tools: Word, Excel, PowerPoint, Internet Explorer, Email and Teammate

Language: Fluent in Spanish and English

(spoken and written)

References Available upon request

Contact this candidate