Alejandra Rubio Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Facilitates the processing of new business and renewals Coordinates with the global network to issue and develop global accounts. Liaise with Underwriters, Brokers, and Reinsurers on behalf of the Underwriting Support Unit Liaise with Underwriters to confirm policy issuance instructions for policies, endorsements, forms, notices, and certificates, among others, and effectively process coding/issuance. Review and Analyze informational reportsRate premium changes for premium bearing change requests.Execute post-bind account management workflow Monitor the maintenance of electronic files for accounts as required. Assist with Account Receivable collections and troubleshoot as required to ensure payment received reconciles with premium bound.

Quito, Pichincha, Ecuador

• Implemented budget management strategies that reduced expenses by 10% and increased profits by 30% in the first year.• Leveraged key quantitative metrics to track and analyze sales statistics, uncovering valuable insights and opportunities for growth.• Fostered strong relationships with key partners and customers, resulting in an increase in repeat business and a 10% market share expansion.• Developed and executed successful broker portfolio management strategies, resulting in an increase in broker engagement.• Coordinated and facilitated in-person and virtual training programs for up to 100 brokers and other stakeholders per session, resulting in an improvement in employee and stakeholder performance and productivity.• Collaborated with the business development team to identify and pursue new growth opportunities.• Designed and implemented incentive programs that boosted sales and increased profitability by 5% within the first year.

Quito

• Consistently exceeded sales targets by effectively communicating and selling insurance solutions and coverages to customers.• Built a robust client base by fostering strong relationships and networks, resulting in increased penetration sales and business growth.• Cultivated and maintained strong partnerships with insurers and key underwriters, resulting in enhanced customer service and increased sales.• Successfully managed the general operation of the broker, overseeing sales, administrative assignments, quotations, and best option presentation.• Delivered exceptional customer service by educating and advising prospects and clients on insurance based on their specific needs, resulting in increased client retention and satisfaction.• Proactively identified new prospects and generated referrals from within the existing client base, contributing to business growth and increased revenue.• Developed and delivered training programs to increase product and process knowledge for broker portfolio, resulting in increased team performance and productivity.• Demonstrated a commitment to staying up to date on underwriting and regulatory guidelines, ensuring compliance with industry regulations and maintaining a competitive edge in the market.

Quito, Pichincha, Ecuador

• Successfully managed an existing portfolio of clients, consistently delivering high-quality service and advice to ensure customer satisfaction and retention. Identified and mitigated potential risks, reviewed and placed insurance policies, and recommended coverage changes to meet client's evolving needs.• Proactively managed and successfully processed health insurance claims for clients, resulting in increased customer satisfaction and improved financial outcomes. Demonstrated a commitment to maintaining accurate and up-to-date customer records, implementing rigorous quality controls, and engaging in ongoing professional development to stay informed about industry trends and best practices.

Quito, Pichincha, Ecuador

• Successfully designed, implemented, and managed multiple NPS measurement projects from inception to completion in-house, resulting in a significant increase in Auto Claims Process NPS from 37 to 87 and the implementation of 5 additional moments of truth.• Proactively worked with consumer insight and customer data platform teams to identify opportunities and customer segments for implementing pilot tests, resulting in increased revenue and improved customer engagement.• Collaborated closely with business partners to understand customer journeys and moments that matter, ensuring appropriate measurement and monitoring was in place to improve customer experience and drive business growth.• Successfully managed and delivered training events for brokers across 6 branches around the country, resulting in improved knowledge, skills, and performance, and increased customer satisfaction.• Developed innovative and effective incentive programs that promoted growth and profitability, resulting in increased revenue and improved customer engagement. Planned, executed, and oversaw all promotional activities related to brokers' portfolios, resulting in improved brand awareness, customer acquisition, and retention.

Quito, Pichincha, Ecuador

• Delivered exceptional results by successfully managing budgets and consistently exceeding financial targets, while building strong and collaborative relationships with all departments and brokers, ensuring compliance with underwriting and regulatory guidelines.

Quito, Pichincha, Ecuador

• Collaborated closely with Sales Manager to drive revenue growth and exceeded sales targets by providing exceptional support and implementing successful strategies.• Played a critical role in delivering outstanding customer service by providing knowledgeable and efficient assistance to clients in navigating the complex insurance landscape, resulting in high customer satisfaction and retention rates.• Supported the development of internal sales processes by providing timely and insightful feedback to Sales Manager and continuously improving and streamlining the pre-qualification process, resulting in increased efficiency and productivity.

Diploma Of Education, Global Business Managment

Bachelor'S Degree, Business Management, International Business

Bachelor'S Degree, Economy