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Competencies
Demonstrated experience with Calendar management.
Demonstrated experience with Document control.
Demonstrated experience with Client service and support.
Demonstrated experience with Contract drafting.
Demonstrated experience with Client service and support.
Education
Languages
Experience
Executive Assistant
Take full ownership of calendar management, meeting coordination, travel arrangements, and daily logistics., Own and optimize the CEO’s calendar, ensuring efficient use of time and minimal conflicts across internal and external obligations., Organize, schedule, and prepare materials for meetings, calls, and presentations. Take notes, track action items, and follow up on deliverables., Draft emails, memos, and executive correspondence on behalf of the CEO; manage inbox flow and prioritize messages as needed., Assist with research, data entry, and preparation of reports and presentations related to business development, fundraising, or internal operations., Help the CEO stay on top of critical tasks and deadlines; manage recurring check-ins and reminders for high-priority initiatives., Handle sensitive information with confidentiality and professionalism., Serve as the CEO's right hand in managing competing priorities., Develop and maintain comprehensive priority tracking systems and executive dashboards., Support other members of the management team in prioritizing items of a critical nature., Prioritize communications, ensuring critical matters receive immediate attention.
Agency Administrative Associate (Executive Assistant)
Support recruitment and selection processes of agents in the United States to link them to Standard Health., Support agent licensing processes., Follow up and close agent contracts with the different insurance companies., Support in service campaigns., Other functions assigned by the direct boss.
Contracting Specialist
Advise internal and external clients on the contract application process (signing and filling out the contracts)., Manage contract applications for the different LOBs offered by Claro Insurance LLC., Manually update our Salesforce information system, with the data provided by the carriers., Specific telephone management (campaign) to the records that represent the highest volume statuses., Management of cases generated through ARC or escalated from other areas, related to Contracting., Manual management of general e-mail by company (Insurance XL and Claro Insurance)., Conversion of leads to contacts when requirements are met., Creation of ARC users., Creation of area requests for other areas through the systems provided for that purpose., Identify opportunities for new status with Carriers., Offer upselling and cross-selling in the different contacts with agents., Continuous validation with Carriers on active contracts and contracts in process., Contracting Claro Insurance LLC and Insurance XL with new Carriers, ensuring proper alignment.
Agent Specialist (Appointment Setter)
Identifying potential clients, providing information on life insurance, products and services, scheduling appointments., Creating interest in goods and services and seeking a sale or agreement to a sales appointment., Recording notes for follow-up action and updating marketing databases to reflect changes to the status of each customer.
Virtual Agent (Appointment Setter)
Identifying potential clients, providing information on government programs, products, and services, and scheduling appointments., Creating interest in goods and services, and seeking a sale or agreement to a sales appointment., Recording notes for follow-up action, and updating marketing databases to reflect changes to the status of each customer., Maintained detailed records of all real estate transactions for future reference., Performed administrative tasks such as data entry, filing paperwork, updating databases and preparing reports.
Virtual Agent (Customer Service)
Attend to customer support inquiries., Delegate queries to the appropriate support channel., Diagnosis and troubleshooting of customer systems and applications., Utilized computer systems for tracking, information gathering and or troubleshooting., Responded promptly to customer inquiries and complaints in a professional manner., Developed customer relationships and ensured satisfaction with services., Utilized CRM systems to track client interactions and progress., Responded to client inquiries and resolved issues promptly.
Legal Professional
Monitoring administrative, legal, and conciliatory procedures., Replying to inquiries, concepts, and requests., Follow-up of administrative, contractual (B2B), disciplinary, and legal processes., Review of training, competencies, and goals of the dependencies., Planning requirements for supplies and services for the proper functioning of the company., Presentation of reports., Maintained electronic databases of all relevant legal records., Researched, analyzed, and evaluated data in response to complex or sensitive requests., Utilized legal software and databases for case management and legal research., Identified and analyzed legal documents, discoveries and contracts., Entered data into and managed litigation databases and Excel spreadsheets.
Legal Professional
To identify and prioritize technical and contractual needs., Reviewing documents of applicants for the positions to be filled., Elaboration of pre-contractual, contractual, and post-contractual (B2B) documents to meet the needs of goods and services of the entity., Projection of legal concepts., Answering petitions., Filling out contractual information in platforms for control and visualization of results (SIRECI, SECOP)., To support the articulation and follow-up of legal activities., To give legal advice on the different administrative processes of the unit., Management of goods and services., Follow-up and processing of alliances, agreements, projects, and supervisions., Attendance at administrative meetings., Preparation of reports., Follow-up on payment processes.
Legal Assistant
Reviewing documents of applicants for the positions to be filled., Elaboration of pre-contractual, contractual, and post-contractual (B2B) documents to supply the entity's needs for goods and services., Projection of legal concepts., Responding to petitions., Attendance at administrative meetings., Preparation of reports., Follow-up on payment processes., Filling out information in contract control and visualization platforms (SIRECI, SECOP)., Ensured that all paperwork was properly filed according to established procedures., Maintained confidentiality in all matters., Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.