Joselyn Goncalves

Responsible for budget and forecast analysis, internal reporting, and KPI variance analysis. Created Power BI dashboards and tools to support executive decision-making.

Presented detailed information about insurance products via mail, video calls, and phone calls. Organized and participated in over 20 conventions, inductions, and workshops, and maintained an updated base of prospects and policies.

Managed technology projects including application, web page, and interface development. Prepared job profiles, flowcharts, and process documentation, and created manuals according to ISO 9000 standards.

Supervised processing of endorsement letters, reimbursements, and coordination of medical appointments and treatments. Provided emergency attention for individual and corporate clients and prepared monthly statistics.

Processed documents for payment of endorsement letters and handled payment processing to suppliers. Operated the PROFIT system and managed income tax withholding and medical fee payments.

Identified human and technical needs to ensure service delivery in over 50 cases per month, analyzed 100 credit opinions monthly, and developed processes to reduce response time by 30%. Managed renewals for over 100 clients annually and resolved incidents with an average resolution time of 48 hours.

Master in Administration from 2020 to 2022.

Diploma on exterior business in 2022.

Certified Program in AI in Finance in 2024.

Effective communication program in 2017.

Leadership and emotional intelligence program in 2016.

Diploma in supervisory and managerial skills from 2014 to 2015.

Degree in Business Administration with a study grant from 2009 to 2013.