Process Automation & RPA
Veronica Santana de Oliveira
Junior / Trainee
Summary
Professional underwriting candidate with keen eye for detail and commitment to delivering quality work. Supported underwriting teams by conducting thorough risk assessments and preparing detailed reports. Emphasizes team collaboration and adaptability to changing needs, ensuring reliable outcomes and seamless operations.
Overview
7
7
years of professional experience
3
3
Languages
Work History
Commercial Underwriting Intern
Allianz Trade Brasil
06.2023 - Current
- Prepared and issued policy documents and endorsements.
- Conducted KYC (Know Your Customer) analysis and verification, with a focus on ESG, compliance, and reputational risk.
- Reviewed and assessed client limits and credit lines (buyers).
- Maintained and updated systems (OIM, Salesforce, IRP, and PluriForm).
- Drafted proposals and inserted credit limits.
- Developed and implemented an RPA (Robotic Process Automation) bot to optimize internal processes.
- Assisted in preparing quotations, working closely with analysts.
- Ensured proper documentation was collected per company standards by following established protocols.
- Conducted detailed property inspections and appraisals to assess condition and value, supporting accurate risk assessment processes.
- Participated in regular team meetings to discuss progress, challenges, and best practices for continuous improvement of underwriting processes.
- Contributed to the development of improved Know Your Customer guidelines, resulting in a more efficient workflow.
Accounting Intern
HT Contábil
05.2023 - 06.2023
- Performed accounting entries, including opening balances, and financial statements.
- Issued tax invoices (commercial and service).
- Assisted in payroll-related calculations, including vacation accruals, and deductions.
- Organized and reviewed accounting and tax documents.
- Supported administrative and accounting routines within the office.
- Gained hands-on experience with accounting software programs such as Dominio, Excel, and NFE, enhancing overall efficiency in daily tasks.
Cashier
89C Coffee Station
11.2022 - 12.2022
- Delivered customer service directly at the counter.
- Opened and closed the cash register, processed payments, and issued invoices.
- Supported additional operational tasks as needed.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Welcomed customers and helped determine their needs.
Private Elderly Caregiver
Confidential Client
02.2022 - 05.2022
- Assisted with basic daily needs, including hygiene, meals, companionship, and medication.
- Monitored intake to help the patient achieve nutritional objectives.
- Provided personal care, such as bathing, changing clothes/diapers, and supporting feeding routines.
Finance /Accounting Intern
Allianz Trade - EH Brasil
02.2020 - 12.2021
- Issued policies, endorsements, and payment slips.
- Processed commissions and provided broker support.
- Managed claims payments, reserves, and indemnity processes.
- Prepared reports for control and validation purposes.
- Handled service billing, payment control, and document analysis.
- Managed banking remittances and returns, and generated proof of payments and tax records.
- Developed a keen eye for detail, ensuring accuracy in all financial documents and reports produced during the internship.
- Proved internal controls through participation and recommendations for process improvements.
Customer Service / Sales Consultant
AMAT - Serasa
01.2019 - 05.2019
- Assisted new and existing clients with inquiries.
- Focused on commercial activities: presenting services, closing contracts, and sales.
- Maintained and updated spreadsheets.
- Managed email communication and client support.
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
Receptionist
Agencia Sinco
05.2018 - 08.2018
- Scheduled and updated spreadsheets.
- Welcomed and assisted clients and job candidates.
- Tracked mail and deliveries.
- Handled phone calls and managed résumé database.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
Education
Bachelor's in Accounting Sciences -
Nove De Julho University
São Paulo, Brazil 05.2001 -
Bachelor's in Business Administration -
Nove De Julho University
São Paulo, Brazil 05.2001 -
Skills
Microsoft Word
Interests
Workflow Optimization
Business Process Improvement
Learning New Languages
Reading
Extracurricular Activities
- Chess – participated in competitions
- Theater – school plays and performances
- Singing & Guitar – school and personal practice
- Orchestra – learned violin and performed in group
- Travel & Learning Trips – group educational trips and competitions
- Ukulele & Melodica – self-taught
Key Strengths / Personal Qualities
- Excellence-focused in client interactions
- Quick learner and highly adaptable
- Punctual and reliable
- Agile, organized, flexible, and proactive
- Strong problem-solving and process optimization skills
Languages
English
Upper intermediate (B2)
Spanish
Intermediate (B1)
Work Preference
Work Type
Contract WorkWork Location
RemoteOn-SiteHybridImportant To Me
Career advancementCompany CultureFlexible work hoursPersonal development programsWork from home optionHealthcare benefitsWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Commercial Underwriting Intern
Allianz Trade Brasil
06.2023 - Current
Accounting Intern
HT Contábil
05.2023 - 06.2023
Cashier
89C Coffee Station
11.2022 - 12.2022
Private Elderly Caregiver
Confidential Client
02.2022 - 05.2022
Finance /Accounting Intern
Allianz Trade - EH Brasil
02.2020 - 12.2021
Customer Service / Sales Consultant
AMAT - Serasa
01.2019 - 05.2019
Receptionist
Agencia Sinco
05.2018 - 08.2018
Bachelor's in Accounting Sciences -
Nove De Julho University
05.2001 -
Bachelor's in Business Administration -
Nove De Julho University
05.2001 -
Similar Profiles
Hanae DjaiderHanae Djaider
Coach Agile & RTE at Allianz Trade - Groupe AllianzCoach Agile & RTE at Allianz Trade - Groupe Allianz
Adrian PavelAdrian Pavel
Policy Management Officer at Allianz Trade RomaniaPolicy Management Officer at Allianz Trade Romania
Kelli AppleberryKelli Appleberry
Manager, Total Rewards at Allianz TradeManager, Total Rewards at Allianz Trade
Luke FrielLuke Friel
Commercial Insurance P&C Underwriting Intern at Chubb InsuranceCommercial Insurance P&C Underwriting Intern at Chubb Insurance
Abebe ReddyAbebe Reddy
Commercial Underwriting Specialist at Auto-Owners Insurance CompanyCommercial Underwriting Specialist at Auto-Owners Insurance Company