Experience

Essential Insurance Services Inc

• Puerto Rico
• Insurance
• 1 - 100 Employee

• Insurance Broker

  • Mar 2023 - Present

  Escazú, San Jose, Costa Rica Your INSURANCE BROKER, Alonso Morera (88411757, amorera@essentialgroupla.com) to have insurance with en Essential Corredora de Seguros Licencia SC-14-120. I helped with numerous personnel obtain personal assistance with home, school, funeral, medical, transportation, life, and various other forms of insurance. For corporations, I assisted with the scaling and release of insurance plans including life, electronic equipment, fire, medical, machinery, civil, working risks, and robbery… Show more Your INSURANCE BROKER, Alonso Morera (88411757, amorera@essentialgroupla.com) to have insurance with en Essential Corredora de Seguros Licencia SC-14-120. I helped with numerous personnel obtain personal assistance with home, school, funeral, medical, transportation, life, and various other forms of insurance. For corporations, I assisted with the scaling and release of insurance plans including life, electronic equipment, fire, medical, machinery, civil, working risks, and robbery insurances. Personnel: ~Viajes ~Vivienda ~Vehículos y asistencia en carretera, ~Medicos (individual y familiar) ~Vida ~Funeral ~Estudiantil ~Asistencia en el hogar. Corporations Insurances: ~Seguro colectivos; de Vida ~Gastos médicos ~Maquinaria ~Equipo electrónico, ~Robo ~Riesgos de Trabajo ~Responsabilidad Civil ~Incendio y su hogar. Show less



Pan-American Life Insurance Group

• United States
• Insurance
• 700 & Above Employee

• Insurance Specialist

  • Nov 2022 - Apr 2023

  Santa Ana In this role, I was responsible for the various sales of personal and company insurances ensuring security for all and many. This involved numerous forms of outreach and communication to help ensure clients received the right level of insurance needed for their plans of life, accidents and health insurance.



Fleetmagic Costa Rica

• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Business Executive

  • Jan 2020 - Apr 2022

  Escazú, San Jose, Costa Rica Previously in this role, I was responsible for the commercial strategy and growth for the biggest key accounts. This included being responsible for commercial activities like prospection, leads and selling of our product, Fleetmagic. In addition, I served as the main contact of commercial and end customers while being responsible for the internal coordination of the software development with innovations to ensure the best technology for my clients. Successes in this role include the… Show more Previously in this role, I was responsible for the commercial strategy and growth for the biggest key accounts. This included being responsible for commercial activities like prospection, leads and selling of our product, Fleetmagic. In addition, I served as the main contact of commercial and end customers while being responsible for the internal coordination of the software development with innovations to ensure the best technology for my clients. Successes in this role include the following: ✔️ Successfully negotiated win-win rates for the implementation of the technology ✔️ Developed along with the General management a strategy to ensure the maintenance of the sales during COVID period ✔️ Successful monthly reporting to the General Management team the sales report and KPIs results

• Sales Manager

  • Jan 2016 - Dec 2019

  Escazú, San Jose, Costa Rica In this previous role, I was accountable for the development of the commercial strategy and relationship with customers of the distribution sector for Costa Rica. I was also responsible for the monthly sales reporting and KPI follow up with numerous stakeholders. I was also charged to lead the commercial team, of four sales executives, in areas of training, development, and sales generation. Successes include the following: ✔️ Generated 29% of sales increases by developing a business… Show more In this previous role, I was accountable for the development of the commercial strategy and relationship with customers of the distribution sector for Costa Rica. I was also responsible for the monthly sales reporting and KPI follow up with numerous stakeholders. I was also charged to lead the commercial team, of four sales executives, in areas of training, development, and sales generation. Successes include the following: ✔️ Generated 29% of sales increases by developing a business strategy to attract new clients and maintain key customers like Florida Bebidas, Coca Cola, DEMASA, Jacks, Movistar, Cemex, Holcim, Teletica, Colono, Mayca, and more ✔️ Implemented an operational excellence methodology to manage key clients and support them ✔️ High performance of the customers satisfaction indicators achieving a 90% satisfaction rate

• Ejecutivo Comercial

  • Jan 2014 - Oct 2015

  San Jose, Costa Rica As a transformative leader in this role, I was responsible for the success implementation of the sales and marketing strategy. I managed the execution of commercial events focalized in food services and distribution conferences, to ensure growth in the sales department. In addition, I helped with the development of the commercial regulations to align the plan-do-check-act Cycle. Successes include: ✔️ KPIs of customer satisfaction increased in a 90%, by 2016 ✔️ Implemented… Show more As a transformative leader in this role, I was responsible for the success implementation of the sales and marketing strategy. I managed the execution of commercial events focalized in food services and distribution conferences, to ensure growth in the sales department. In addition, I helped with the development of the commercial regulations to align the plan-do-check-act Cycle. Successes include: ✔️ KPIs of customer satisfaction increased in a 90%, by 2016 ✔️ Implemented compliance protocols to ensure the customers satisfaction measured by monthly surveys ✔️ Ability to drive and support the commercial strategy with a 25% increase during each year Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Junior Enterprise Risk Services

  • Feb 2011 - Feb 2012

  San Pedro Costa Rica ERS was a firm-wide strategy to identify and prepare for hazards with a company's finances, operations, and objectives. In this role, I would accompany the managers to all these activities that were made in several public and private companies all over Costa Rica. I left his role to pursue an opportunity with more leadership responsibility.



Filtros JSM

• Ingeniero de Rutas

  • Feb 2010 - Feb 2011

  San Isidro de Heredia In this previous role, I worked with JSM Filters, the authorized distributor in Costa Rica of LUBERFINER, TEC Service, BALDWIN, TECFIL. While in this role, I used a software named Mapmemory to efficiently organize the routes of the company and with this software we made the routes 14% more effective and also increased the sales by a 18% of the company’s profit of the sales-distribution services. I left this role to pursue additional opportunities, one of them being specifically at Deloitte.