154 Street to # 94-80

Carolina Herrera 3204463453

Account Executive Caro.her95@gmail.com

Academic Bachelor with training in accounting and finance.

PROFESSIONAL PROFILE Knowledge in Microsoft Excel. Experience in the financial and
insurance sector, complying with the monthly budgets given by
the company, in charge of managing clients and maintaining
them such as renewals, questions, complaints and claims.
Characterized by detail orientation, organization, analytical
skills, proactivity and willingness to constantly learn that allows
her to maintain personal and professional growth.

 Commercial
AREAS OF EXPERTISE  Administrative
 Financial

Account Executive
WORK EXPERIENCE Bolivar Insurance
Employment time (i.e. March 2020 – Present)

Responsabilities:

 Opening of companies and cooperatives for sales of life and general insurance
portfolio
 Data administration system, commercial management and maintenance to
entities
assigned.
 Management of life portfolio, debtor group life, general and auto insurance.
 Weekly and monthly sales planning for premium budget compliance.
 Consulting specialized in insurance planning for natural persons and
legal.
 Corporate mass marketing.
 Business management for companies including renewal negotiation,
presentation of
alternatives, quotes to clients, follow-up of claims and their payment.
 Collection and portfolio management.
 Visit and follow up on the phone daily with companies
 Account Executive
Chubb insurance
Employment time (i.e. August 2019 – March 2020)

Responsabilities:

Personalized advice, marketing strategies, work in companies and

in the office field and
telemarketing management

LANGUAGES
SKILLS AND ABILITIES

persistent SPANISH

0% 20% 40% 60% 80% 100%

budget compliance

driving excel

characterized in detail

0% 20% 40% 60% 80% 100%

SCHOOL / DON BOSCO V - Study date (i.e. 2002– 2013)

EDUCATION
ACADEMIC BACHELOR'S DEGREE

SENA - Study dates (i.e. 2017-2018)

finance and accounting

technician

Basado en https://www.dayjob.com/content/cv-examples-430.htm