Marianne Bezerra
Personal Insurance Administrator at Cornmarket Group Financial Services Ltd.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Full professional proficiency
-
Portuguese Native or bilingual proficiency
Topline Score
Bio
Bruna Pinto
Marianne sempre foi uma profissional pró-ativa, dedicada e competente. Foco no cliente final eram determinantes para o bom desempenho de suas atividades.
Danielle Aparecida Souza
Marianne is the most proactive person I have ever met. She is always looking for knowledge and excellence in her work. I had the opportunity to be a her university colleague and I can look that she is able to work very well in a team, taking advantage of people's skills to acquire knowledge and solve problems.
Bruna Pinto
Marianne sempre foi uma profissional pró-ativa, dedicada e competente. Foco no cliente final eram determinantes para o bom desempenho de suas atividades.
Danielle Aparecida Souza
Marianne is the most proactive person I have ever met. She is always looking for knowledge and excellence in her work. I had the opportunity to be a her university colleague and I can look that she is able to work very well in a team, taking advantage of people's skills to acquire knowledge and solve problems.
Bruna Pinto
Marianne sempre foi uma profissional pró-ativa, dedicada e competente. Foco no cliente final eram determinantes para o bom desempenho de suas atividades.
Danielle Aparecida Souza
Marianne is the most proactive person I have ever met. She is always looking for knowledge and excellence in her work. I had the opportunity to be a her university colleague and I can look that she is able to work very well in a team, taking advantage of people's skills to acquire knowledge and solve problems.
Bruna Pinto
Marianne sempre foi uma profissional pró-ativa, dedicada e competente. Foco no cliente final eram determinantes para o bom desempenho de suas atividades.
Danielle Aparecida Souza
Marianne is the most proactive person I have ever met. She is always looking for knowledge and excellence in her work. I had the opportunity to be a her university colleague and I can look that she is able to work very well in a team, taking advantage of people's skills to acquire knowledge and solve problems.
Credentials
-
Learning Excel: Data Analysis
LinkedInOct, 2023- Nov, 2024 -
The Non-Technical Skills of Effective Data Scientists
LinkedInAug, 2023- Nov, 2024 -
Personal General Insurance (APA)
The Insurance InstituteJun, 2023- Nov, 2024 -
Interpersonal Communication
LinkedInApr, 2022- Nov, 2024 -
Data Science Course
UdemyOct, 2021- Nov, 2024 -
Introduction to Programming Using Python
UdemyOct, 2021- Nov, 2024 -
Commercial PQO Certification - Brazilian Stock Exchange B3
B3Nov, 2017- Nov, 2024 -
Operational PQO Certification – Brazilian Stock Exchange B3
B3Nov, 2017- Nov, 2024 -
Anbima Professional Certification (CPA20)
ANBIMASep, 2017- Nov, 2024
Experience
-
Cornmarket Group Financial Services Ltd.
-
Ireland
-
Financial Services
-
200 - 300 Employee
-
Personal Insurance Administrator
-
Apr 2022 - Present
Financial Services ● Completion of new business set ups, maintaining new business logs and reports and following up on cases where required ● Liaising with the sales teams to ensure compliant payment of new business set-ups where agents are unable to take payments over the phone ● Monitoring all policies where documentation is outstanding, issuing reminder letters and sending for cancellation, if required documentation is not received within agreed timelines. ● Acting as a support function for the My Cornmarket app via email. ● Issuing supporting documents for new business, renewals, and existing business. ● Managing unpaid direct debit process and escalating issues as they arise ● Processing client and insurance company requests received in daily post ● Providing assistance to customers with queries surrounding their motor and home insurance. ● Managing team inboxes, ensuring all requests are processed, responded and issued efficiently. ● Providing switch / reception cover where necessary ● Completion of ad-hoc tasks within the PI Admin department when required. ● Complying with risk control and regulatory requirements that are relevant to the role and the Personal Insurance department as a whole. ● Maintaining commercial awareness of administration processes relevant to the role. Show less
-
-
-
Órama
-
Brazil
-
Investment Management
-
300 - 400 Employee
-
Customer Success Advisor
-
Aug 2018 - Feb 2020
● Provided service and assistance to the end customer face to face and online using the broker’s platform, phone, email, chat, and co-browse and answer questions about investment alternatives made available by Órama. ● Monitor, diagnose, and disposition fraudulent transactions through the use of fraud prevention technologies. ● Acted as an interface between customers and the company’s internal areas, addressing specific customer demands to the responsible areas and monitoring them in order to find solutions and/or new services. ● Assisted clients in choosing their investment portfolio according to their investor profile and their needs. ● Responded to customers' inquiries with high quality, speed, empathy, and accuracy. ● Managed risk exposures in the current portfolio and relevant risk and regulatory reporting. ● Managed and converted internally generated leads as well as implemented lead generating initiatives and marketing programs through the study of customer demands. ● Assisted the team with the quality of customer service by phone, email, and chat, managing the relationship with the customer. ● Assisted clients with their income tax on their assets. ● Employ analytical and logical reasoning to problem-solve issues you encounter and use the best judgment to highlight service level impacts to the team leader. ● Extracted & analyzed the data from Funds, IPO, and Corporate bonds to understand their strategies, risk, liquidity, diversification, professional management, minimal investment requirements, and target audience. ● Achievements: ● Company offered a promotion to a new position due to my performance and development on the team, but denied it due to relocating to Ireland. ● Supported the training of new interns. ● Developed a positive and winning attitude with a mix of entrepreneurial spirit and passion for problem-solving. ● Managed complaints and increased customer satisfaction score by 90%. Show less
-
-
-
Ágora Investimentos
-
Brazil
-
Financial Services
-
400 - 500 Employee
-
Client Services Account Management
-
Aug 2017 - Jul 2018
● Supported the offices of independent investment agents in prospecting for new clients, through marketing campaigns and events. ● Performed credit and financial analysis for new and existing customers and partners. Managed relationships with relevant counterparties, associated documentation, and counterparty credit risk. ● Collaborated with clients in order to maintain the integrity of indices. Ensured the accurate application of index rules, quality control, and data remediation. ● Oversaw the sales cycle from prospect to close while partnering with other teams to ensure a successful revenue stream. ● Created an outbound strategy and worked with a business development representative to build a book of business. ● Investigated and resolved issues regarding accounts reported by customers and safety acted and resolved within agreed-upon turnaround times and standards of quality. ● Proposed commercial strategies for the profitability of offices according to their profile and target market. ● Organized educational events for clients of offices with the sponsorship of the Ágora, therefore helping in prospecting new clients and in the relationship between agents and their clients. Informed the offices of any pending registration of their clients. ● Conducted Company specific financial research. ● Acted at the interface between offices and responsible internal areas of the broker. ● Achievements: ● Successfully promoted the office’s most suitable financial products for their client’s bases. ● Successfully managed good relationships with over 20 offices across Brazil. Show less
-
-
-
Itaú Unibanco
-
Brazil
-
Banking
-
700 & Above Employee
-
Customer Service Representative
-
Jun 2016 - Jul 2017
● Provided excellent customer service, answering their questions and addressing them to the competent sector. ● Presented banking products such as pension funds, life insurance, car insurance, and fixed income according to the client’s needs. ● Ensured the quality of customer service, reducing waiting time and contributing to their experiences with the service provided. ● Assisted customers in using ATM functions, as well as providing information on their bank accounts when requested. Ensured the protection of customers’ personal information. ● Helped the team to achieve sales goals for banking products, also ensuring the quality of service and customer satisfaction. ● Key Achievements: Managed to reach the bank branch’s monthly goal since the first month in the bank. Cooperated to reduce the queues and influenced customers to use the ATM and online banking. Recognized for good performance regarding banking products sales. Show less
-
-
-
Centro Universitário UniCarioca
-
Brazil
-
Higher Education
-
100 - 200 Employee
-
Bachelor Student
-
Jan 2015 - Jun 2016
01/2015-06/2016: full time 06/2016-12/2019: part time 01/2015-06/2016: full time 06/2016-12/2019: part time
-
-
-
Ministério Público Federal
-
Brazil
-
Administration of Justice
-
700 & Above Employee
-
Administrator
-
Sep 2013 - Dec 2014
● Worked as an administrative assistant at the Federal Prosecutor’s office. Answered and directed administrative duties, phone calls to relevant staff, and scheduled meetings and appointments. ● Took notes and minutes in meetings. Ordered and took stock of office supplies. ● Acted as a sole point of contact for a range of staff and external stakeholders ● Achievements: Implemented the query answers templates for frequently asked questions by emails, reducing waiting time by 50%. ● Worked as an administrative assistant at the Federal Prosecutor’s office. Answered and directed administrative duties, phone calls to relevant staff, and scheduled meetings and appointments. ● Took notes and minutes in meetings. Ordered and took stock of office supplies. ● Acted as a sole point of contact for a range of staff and external stakeholders ● Achievements: Implemented the query answers templates for frequently asked questions by emails, reducing waiting time by 50%.
-
-
Education
-
2015 - 2019
Centro Universitário Carioca
Bachelor's degree, Production Engineering
Community
