Milagros Saade

Soy una persona responsable, sincera, y gran ser humano

Jorge E. Rivera Jiménez, Seguros y Fianzas

Accounts Executive

(July 2021 to present)

Handling commercial and personal accounts, making calls to clients for renewals, endorsements, and policy payments, as well to Insurance companies to follow up on customer’s policy renewals and payments.

Guillermo Betancourt Insurance Broker

Administrative Assistant

(May 2019 to June 2021)

Responsible for handling all incoming calls and also assisted customers with a variety of questions.

Making collecting calls to customers.

Working on the Bookkeeping – reconciling bank accounts, corroborate the commissions.

Visiting the insurance companies to follow up on quotes, policies and vouchers.

Assisted in developing a more efficient way to track policyholders and any reported incidents.

Treasury Department

Insurance Technician

(July 1997 to June 2014)

Working in the field of contracting insurances (Auto, Directors & Officers, Crime, Bond, Accident, General Liability, Inland Marine, Property, Umbrella, Garage, Boiler & Machinery, Miscellaneous and Builders Risk) for Agencies, Corporations, Municipal and State Government.

I evaluate and verify the policies for approval and payment. Entering claim payments, reserves and new claims on the system and maintain the related records, ensuring that claims are valid and that settlements are made according to company practices and policies. Also assist in the auction procedures and analyze the tendered proposal to determine the recommendations in coordination with the Insurance Producer.

Direct the agencies and municipalities about the assessed rate in the insurance premium.

Treasury Department

Collection Offices

January 1997 to May 1997

Maintained customer service by helping clients.

Selling stamps and vouchers at the Office of Internal Revenue.

Tax filing status that the Code requires.

To obtain certification tax debts and tax return filing certifications.

Treasury Department

Income Tax Preparer

August 1996 to December 1996

Resolved customer concerns and complaints.

Advised customers of their rights and responsibilities as taxpayers.

Ensured the proper credits, deductions and tax liabilities.

Prepared and filed individuals tax returns.

Handled busy phones, assisted client review of tax returns and processed payments in a timely manner.

Provide excellent customer service to clients.

Administrative Assistant

University of PR

Academic Affairs Office

August 1995 to June 1996

Provide administrative and clerical support.

Answering phone calls and taking messages.

Assign classrooms, classes and schedule to the Professors.

Preparing and editing documents like letters, reports, memos and emails.

Financial Analyst

Municipality of Carolina and Municipal Revenue Collection Center

May 1995 to July 1995

Analyze and adjust financial statements accounts for related government reporting requirements. Manage the strategic and financial planning processes by preparing and challenging budgets, operating plans, and quarterly forecasts.

Exposure to financial system implementations and experience in developing internal control.

Verifying the municipal patent and the use of land permit for all Commercial Business.

Customer service.

Skills

Microsoft Office Word, Microsoft Office Excel (Basic), Outlook.

Experience with office equipment, multi-line phone system, data entry.

Bilingual and high-level verbal and written communications skills.

Work under pressure, integrity, attention to detail, greeting visitors, friendly demeanor on the phone, professional attitude, good disposition for the job.

Certificates

Directors & Officers

Understanding Marine Insurance

The policies route

Casualty Property

Bachillerato en Administración de Empresas concentración en Finanzas