Customer Service Data Analytics

MARIELA ALVAREZ

*************@*****.*** +1-954-***-**** Doral, Florida 33166

Skills

• MD Excel, Word and Power Point

• Communication

• Cash Handling

• Databases

• Documentation

• Personnel supervisor

• Customer Service

• Statistics

• Transcription

• Accounting standards understanding

• Data Analytics

• Group leader

Experience

Insurance Process Coordinator Insurability – Pembroke Pines, FL 03/2020 - Current

• Obtaining, valuating, and validating the information of those that will be insured.

• Handling communications with the central company in case of refunds, cancelations, or modifications to the insurance policy.

• Document handling and delivery to the clients.

• Management and acquisition of client portfolio.

• Presentations of insurance and financial products.

• Customer services.

• Group supervisor

Associate Assistant Pedro Luzquinos PA - Hollywood, FL 04/2023 -08/31/2024t

• Administrative Jobs that include handling the communications with the IRS and the State of Florida.

• Support regarding business opening.

• Advice on setting up new businesses,

• Support related to changes in the functional structure of a company.

• Keep the company and clients informed about changes in government economic policy, regarding the preparation of reports and registrations necessary to avoid legal sanctions.

• Cash handling,

Finance Clerk Regal Tax Advisory Group - Doral, FL 02/2019 – 03/2020

• Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.

• Management of sector groups

CEO Inversiones Mulmallcot 04/1994 – 09/2019

• Leading the development of the company's short- and long-term strategy and managing the overall operations and resources.

• Maintaining awareness of the competitive market landscape, expansion opportunities, industry developments. Community Assistance Coordinator CEPRAMU (Centro para la Programación de Acciones Municipales) 05/2013 – 06/2016

• Supporting the community and young adults in at-risk situations.

• Development of social programs with training that led to job placements

• Creation of micro business.

Executive Cash Operator Sociedad Financiera Atlantica 01/1991 - 03/1993.

• Analyze and classify risks and investments to determine their potential impacts on companies.

• Coordinate and direct the financial planning, flow of cash, budgeting, and procurement. Manager/ Financial Advisor Grupo Confinanzas 01/1984 - 12/1990

• Review operational records and reports to project sales and determine profitability.

• Recruit clients and executed strategies while achieving client loyalty. Education and Training

Universidad Santa Maria BBA: Economics

Universidad Metropolitana Financial Instruments

Miami Marketing School/ School of Social Media Social Media Marketing Languages

English (intermediate), Spanish (native)

Licence 2-14Life % Variable Annuity

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