Samerly Pena Romero Email & Phone Number

Ottawa, Ontario, Canada

•Prepare and send binding correspondence, review standard instructions for issuance of policy documents and mid-term servicing in adherence to company standards.•Receive direction from the Underwriter on policy issuance and maintenance of automatic renewal book of business.•Process and invoice computer generated policies in accordance with departmental standards.•Follow up on outstanding requests such as signature endorsements, financials, accounts receivables, etc.•Adhere to strict underwriting guidelines and turnaround times.•Maintain current knowledge of department procedures and practices.•Respond to client inquiries in a prompt and professional manner.

Canadá

• Ensured the accuracy and updating different types of policies (P&C, Auto, Pollution, Bonds, Umbrella, etc.) of the company into the new system.• Converted the insured accounts in a prompt and precision.• Set the cancellation and the abeyance of the policies converted.• Provided training and support of the different processes to the team members.• Provided administrative support preparing, scanning and send for shredding the physical files.• Maintained the digital record of the accounts of the company and updated the different charts and matrices. • Adhered to strict underwriting guidelines and turnaround times.• Followed-up outstanding requests.• Maintained and promoted positive and professional working relationships with associates and management.

Winnipeg, Manitoba, Canada

• Entered data in QuickBooks and Excel for bookkeeping clients.• Performed general administrative tasks such as handling the mail, typing and maintenance of filing systems for the program. • Prepared and processed invoices, cheques and payments in accordance to the company policies.• Input client information into company database and Excel spreadsheets.• Reconciled bank statements with general ledgers.• Maintained payroll information by collecting, calculating, and entering data.• Liaised with the Manager to ensure KPIs were met.• Handled cash accurately in an under-pressure environment.• Provided administrative support as photocopying, scanning, preparing and filing of documents.• Provided support to the business by scheduling appointments and answering general inquiries.• Maintained professionalism and strict confidentiality with all the client’s information.

Bogotá, Distrito Capital, Colombia

• Designed and developed the training program by levels, aligning the job skills and the job specifications.• Ensured the performance management through the performance evaluation for former and new employees.• Developed projects that were assigned to the Human Resources Management such as the gathering of information for the time-motion diagram, the development of the continued education program of the National Learning Service and the technologic career.• Designed and elaborated roles descriptions and job profiles, in accordance with the skills Management System.• Implemented development plans for the colleagues, according to the available positions at the company.• Elaborated and analyzed the KPI’s of the different processes of the department.• Organized team communications and planned company events and meetings.

Bogota,D.C., Capital District, Colombia

• Elaborated and performed the follow-up on estimates, quotes and purchase orders of the different vendors for the execution of the training process across the organization.• Ensured the updates of the data bases and the good handling of information.• Managed and controlled the Performance Full Valuation tool, through the performance evaluation for the development of the colleagues.• Collected the information required for the development of the career plans across the organization.• Coordinated the logistics and the development of the training plan for the organization.• Did the resignation and exit interviews, generating the reports required for the organization.• Supported the wellness and work climate execution plans.

Marketing Administration Specialist

Bachelor Of Business Administration - Bba

English As Second Language, English