Marcela Blanco

• Greet and assist 3–15 clients daily with professional and compassionate service. • Handle 8–10 phone inquiries per day using trauma-informed communication. • Manage office supplies and coordinate monthly orders to ensure smooth operations. • Distribute and track food and transit vouchers, collaborating with staff to meet client needs. • Prepare monthly reports on front desk activities and supply usage for management.

• Sorted, packed, and bagged food items for distribution to clients. • Re-stocked shelves and produce section, ensuring products were organized and available for clients. • Assisted clients with check-in by verifying ID and confirming appointment details in the system, explaining operational procedures. • Managed appointment scheduling and provided guidance on food bank services.

• Authorized and issued insurance policies and transactions up to USD 300,000, ensuring compliance with company guidelines and local regulations. • Trained new commercial staff on underwriting processes, reducing errors and improving submissions. • Contributed to process improvement projects that cut external storage costs by 30% through optimized records management. • Collaborated with internal and external teams, including the regional Underwriting team, Reinsurance, Compliance, Customer Service, Finance, Commercial, Brokers, and external vendors to coordinate policy issuance, resolve processing bottlenecks, and streamline documentation workflows. • Utilized three policy administration systems throughout both roles, including an internal CRM platform, to manage client information, policy transactions, and historical records, similar in functionality to Salesforce. • Participated in two company-wide system migrations, assisting with data validation, user testing, and feedback to improve operational efficiency.

• Processed 40–50 life insurance policies per month, reviewing documentation and applying underwriting guidelines. • Managed 80+ monthly policy transactions, including capital increases, reinstatements, premium adjustments, and coverage changes. • Completed initial KYC and AML verifications to support compliance. • Maintained client records (approx. 120 monthly) with confidentiality and audit readiness. • Worked with Finance, Commercial, and Compliance teams to resolve issues and streamline workflows. • Supported administrative tasks such as payment processing, withdrawals, cancellations, and endorsements.

• Registered students, processed fees, and kept academic records up to date. • Provided front desk support and handled inquiries. • Assisted with inventory control and petty cash reporting.

• Welcomed visitors and managed incoming calls. • Coordinated correspondence and courier services. • Supported administrative tasks including invoice processing and office supply management.

This is not finished but subjects in Accounting, Administration and Law areas have been completed.