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Juan
Policy Change Endorsement Analyst
Contato
Competências
Utilized SQL for data extraction, manipulation, and reporting to support business insights.
Designed and maintained dashboards using Tableau to visualize key metrics for decision-making.
Performed data cleaning and validation to ensure the accuracy of analytics reports.
Used Excel extensively for data analysis, modeling, and reporting tasks.
Formação acadêmica
Resumo
Experienced Data Analyst specializing in financial data with a proven track record of enhancing reporting processes and delivering actionable insights.
Principais conquistas
- Led the implementation of new data processing workflows that improved reporting efficiency.
- Developed complex dashboards and reports using SQL and Tableau for multiple departments.
- Collaborated with cross-functional teams to ensure data accuracy and integrity across projects.
Experiência
Policy Change Endorsement Analyst
Verify the information provided by the customer before making an endorsement on their commercial policy., Avoid any attempt to fraud under U.S. regulations., Analyze financings for endorsements and provide them to the client., Creation and implementation of internal projects focused on the profitable growth of the company, implementing a new fee collection system.
Operations Analyst
Conduct pre-underwriting to align each prospect with the most competitive insurance market., Validate adviser-submitted documents, requesting missing items to complete risk files., Evaluate commercial risk factors and detect potential fraud before issuing quotes., Produce compliance and risk reports with clear underwriting recommendations.