Patricia Dittert Email & Phone Number

Troy, Mi, Us

Vancouver, British Columbia, Canada

- Manage a varied book of personal and commercial lines, building strong client relationships by understanding their needs, providing exceptional service, and tailoring solutions through thorough assessments and analysis of existing coverage.- Handle policy endorsements, renewals, and policy adjustments promptly and accurately, ensuring compliance with insurance regulations and company guidelines.- Assist clients in the claims process, acting as a reliable point of contact and guiding them through the necessary steps to ensure a seamless claims experience.- Identify opportunities to upsell or cross-sell additional insurance products that align with the clients' needs, increasing customer satisfaction and company revenue.- Maintain accurate and organized client files, ensuring all interactions and transactions are properly documented in compliance with company policies and procedures.- Serve as the primary administrator for the Applied Epic system, overseeing system maintenance, updates, and user support for the agency.- Generate accurate and comprehensive monthly commission reports for all brokers, ensuring timely delivery and precise calculations.

Vancouver, British Columbia, Canada

- Coordinated the entire implementation journey of Applied Epic and Policy Works, from planning to training and deployment.- Collaborated with stakeholders, including management, IT teams, and end-users, to gather requirements and align project objectives.- Conducted thorough research and analysis to understand business processes, identify gaps, and determine opportunities for improvement.- Facilitated effective communication and collaboration among cross-functional teams to ensure seamless integration of Applied Epic.- Oversaw on-site training sessions to equip our team with the necessary skills to leverage Applied Epic effectively.

Vancouver, British Columbia, Canada

- Provide administrative support to brokers by managing client files, handling policy documentation, and ensuring accurate record-keeping.- Assist in processing policy endorsements, renewals, and adjustments promptly and accurately.- Facilitate smooth client experiences by acting as a liaison between brokers and clients and coordinating claims processing.- Support brokers in identifying opportunities for upselling or cross-selling insurance products.- Oversee Applied Epic system maintenance and updates, providing user support.- Generate accurate monthly commission reports for brokers.- Assist brokers in understanding and addressing client needs to enhance service delivery and client retention.

Vancouver, British Columbia, Canada

- Develop and execute digital marketing strategies across platforms like Google Ads, YouTube Ads, Facebook Ads, Instagram Ads, and LinkedIn Ads, informed by market research, competitor analysis, and audience segmentation.- Implement SEO practices to boost organic traffic, design social media posts using Canva, and use social media monitoring tools to analyze trends and engage with the audience.- Stay updated on industry trends, recommend new digital content and platforms, and design email marketing campaigns with Mailchimp.- Generate monthly performance reports from social media, paid campaigns, and Google Analytics, and maintain the company’s WordPress website.- Conduct financial analysis to ensure accurate and timely report preparation.

Vancouver, British Columbia, Canada

- Executed and managed effective paid advertising campaigns across various platforms, including Facebook Ads and Google Ads, for a diverse portfolio of over 15 businesses, resulting in a significant improvement in lead generation.- Implemented email marketing campaigns, achieving a remarkable 4500 lead generation in the first month.- Successfully created and hosted an online course on Canva for business growth on the Hotmart platform, attracting over 50 students in the first 3 months.- Designed and launched a variety of websites using WordPress and Elementor.- Managed and optimized Google My Business listings to increase online visibility and ranking by utilizing SEO strategies, resulting in top placement on search engine results pages.- Obtained a Google Ads Search Certificate, demonstrating advanced knowledge in search engine advertising.

Vancouver, Canada Area

- Create and review market surveys, tour books and presentations with InDesign, Photoshop and Powerpoint- Manage e-mail marketing campaigns and monitoring of metrics using Oracle Eloqua software- Design and launch websites for some properties- Development of commercial real estate brochures with Indesign- Management of listing for new and existing properties available on commercial real estate websites

Vancouver, Canada Area

- Conducted research and generate reports by collecting data from various tools and/or consolidating it into reports to support decision making.- Responsible for developed and managed a database with all the client’s information in order to quickly locate the necessary document- Developed marketing brochures to promote products and events- Supported management and accounting departments with collecting and handling sensitive and confidential documentation

Rio De Janeiro, Brazil

- Established a new business designed to be the first local website to provide delivery solutions to more than 3000 local businesses in Rio de Janeiro- Track, monitor and collect web traffic data and provide detailed analysis, insights and recommendations- Generated on average 70,000-page views per month with more than 3000 registered businesses- Created and executed Marketing plan, including negotiation with advertising agencies prospecting business adds and promotional initiatives- Create advertising posts on Instagram to ensure a greater reach of the target public

Rio De Janeiro Area, Brazil

- Liaised between landlords and prospective/ actual tenants for a portfolio of 15 commercials properties and 5 residential properties- Reached 40% increase in property occupancy rate and 50% in total revenue in the first two years through improvements and negotiations with new tenants- Analyzed the applicant's credit history based on payment history, assets and criminal history to mitigate risk - Negotiated lease/contracts terms including price and rental terms- Coordinated listings of properties available for rent on specialized websites and social networks

Brazil

- Developed monthly reports with prices and margins ensuring that they follow the company's internal policies- Delivered price analysis to 200 customers based in different countries ( Brazil, Dom Rep, Chile and El Salvador) ensuring compliance with regulatory agencies- Updated monthly the prices for aviation customers, identifying if there were any errors and providing corrections in SAP. - Analyzed brand price positioning and impact of price gaps in order to optimize pricing vs. competition- Ensured the accuracy of invoice prices sent to customers identifying issues related to legislation, systems and tools- Participated in a Global SAP project responsible for the standardization of price calculations and taxes

Rio De Janeiro Area, Brazil

- Analyzed and implemented the credit agreement of 700+ retail clients in 6 countries of Central America - Supported the credit analysis to establish and maintain credit limits and total exposure, payment terms and the level of guarantees for all customers that are consistent with their ability to repay and their realistic credit requirements to prevent debt position- Monitored the risk categorization process that considers financial data, profile data, and customer payment history- Developed credit analysis based on revenue, guarantee, country risk, and credit history- Supported the capital employed reduction by establishing more restrictive payment terms and managing the FPS a vendor program between Shell and Citibank (including new customers and transferring their receivables to banks)

Rio De Janeiro Area, Brazil

- Coordinate negotiations related to the Financing Program between Shell and Citibank - Manage the accounts receivable for a portfolio of 600 clients worth R$80 million. This portfolio was part of the Financing program and in two years the average portfolio increased 60% - Reconciliation of accounts receivable and receivable from banks by ensuring the identification of payments within the time frames defined by the credit management- Maintain good relationship and workflow between the different stakeholders, treasury, accounting, sales, Solutions Centre, CSC and other when necessary

Post Graduate Diploma, Supply Chain Management And Logistics

Master Of Business Administration - Mba, Finance And Financial Management Services

Bachelor'S Degree, Business Administration And Management, General

Ciffa Certification, International Business/Trade/Commerce