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Belinda S. Rivera
Hollywood, FL
954-394-8962
brivera7777@yahoo.com
Qualifications: • 10+ Years Insurance and Accounting Experience
• 440 Insurance Licensed
• Office and Business Administration experience
• Reputation for excellence and high quality service to clients
• Proficient at organizing and prioritizing skills
• Fast learner with a wide range of practical skills/computer
skills/basic office systems.
• Dependable and hardworking, gets along with colleagues
• Bi-lingual--English/Spanish
• Experienced team worker; able to work cooperatively or
independently
Experience:
CITI Bank/IPB Doral, FL
KYC Profiler/AML 10/2016 - Present
Review client’s source of wealth to prevent money laundering activity. Complete
analysis of transactional information to identify risk, trends and potential wary activity.
Ensure compliance with all AML laws, regulations, and guidelines. Effectively conduct
AML /KYC formality reports on questionable accounts and transactions.
Brightway Insurance Agency Miami Lakes, FL
440 Licensed CIR 11/2015 - 4/2016
Completed sales of Homeowners, Auto, Renters and Commercial policies. Enter
applications online for new clients, bind quotes online for clients to provide them with a
policy. Make changes to client’s policies as requested. Provided proof of Insurance
coverage as requested to clients.
BenefitMall Miramar, FL
Administrative Assistant 1/2006 - 5/2015
Completed sales of Workers Comp policy to our Spanish speaking clients. Enter
applications online for new clients looking for Workers Comp quotes for their business.
Bind quotes online for clients to provide them with a policy. Make changes to client’s
policies as requested. Provided proof of Workers Comp coverage as requested to
clients. Enter all Workers Comp Sales for all Sales Agents at end of month for revenue
accounting and balancing.
Rosemont Farms Corp Hollywood, FL
Accounting/Billing 6/2005 - 1/2006
Enter all sales for produce sold from all sales agents. Obtain all documentation required
to back of proof of sales. Enter all pricing and billing in system on clients’ accounts.
Verify all prices and quantities of goods sold were entered correctly. Mail invoiced out to
clients for billing of goods sold.
Program Underwriters Coconut Creek, FL
Underwriting Assistant 6-2004 - 6/2005
Enter new applications in our system provided by the Sales Agents to obtain an
insurance quote for the clients. Process insurance endorsements request from
Insured's and Agent's. Process renewal policies for our existing clients and mail copies
out to our agents and insured’s. Distribute all incoming work to Underwriters for review.
Assist in all other departments when necessary.
Associated Industries Insurance Co. Boca Raton, FL
Underwriting Assistant 5/2002 - 2/2004
Enter all new contracts received from Agencies to be quoted for clients. Quote and Bind
new business online for all underwriters in the department. Enter changes to policies
and mail out endorsements to clients. Assist with customer service issues and all other
department when needed. Collaborated with IT in the process of making changes to
our system to make it user friendly and efficient.
Finco Finance Dania, FL
Data Entry Specialist 1/2001 - 11/2001
Post all daily finance payments received from customers, make sure accounts balance
out. Enter new contracts and return premiums received from Insurance Companies.
Mail out payment due notices to clients. Assist with customer service when needed.
Broward School Board/Facilities Dept. Ft. Lauderdale, FL
Clerk 4/2000 - 11/2000
Maintained inventory of blue prints for all of Broward County Public Schools. Make
copies of blue prints for custodians when needed. Forward to record retention old prints
and specs no longer in use. Set up files for new projects. Answer and redirect
incoming calls. Assist front office in distributing mail and maintaining records.
Education:
Broward College Pembroke Pines, FL
Miami Dade College Miami, FL
References: Available upon request

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Belinda NEW RICH

  • 1. Belinda S. Rivera Hollywood, FL 954-394-8962 brivera7777@yahoo.com Qualifications: • 10+ Years Insurance and Accounting Experience • 440 Insurance Licensed • Office and Business Administration experience • Reputation for excellence and high quality service to clients • Proficient at organizing and prioritizing skills • Fast learner with a wide range of practical skills/computer skills/basic office systems. • Dependable and hardworking, gets along with colleagues • Bi-lingual--English/Spanish • Experienced team worker; able to work cooperatively or independently Experience: CITI Bank/IPB Doral, FL KYC Profiler/AML 10/2016 - Present Review client’s source of wealth to prevent money laundering activity. Complete analysis of transactional information to identify risk, trends and potential wary activity. Ensure compliance with all AML laws, regulations, and guidelines. Effectively conduct AML /KYC formality reports on questionable accounts and transactions. Brightway Insurance Agency Miami Lakes, FL 440 Licensed CIR 11/2015 - 4/2016 Completed sales of Homeowners, Auto, Renters and Commercial policies. Enter applications online for new clients, bind quotes online for clients to provide them with a policy. Make changes to client’s policies as requested. Provided proof of Insurance coverage as requested to clients. BenefitMall Miramar, FL Administrative Assistant 1/2006 - 5/2015 Completed sales of Workers Comp policy to our Spanish speaking clients. Enter applications online for new clients looking for Workers Comp quotes for their business. Bind quotes online for clients to provide them with a policy. Make changes to client’s policies as requested. Provided proof of Workers Comp coverage as requested to clients. Enter all Workers Comp Sales for all Sales Agents at end of month for revenue
  • 2. accounting and balancing. Rosemont Farms Corp Hollywood, FL Accounting/Billing 6/2005 - 1/2006 Enter all sales for produce sold from all sales agents. Obtain all documentation required to back of proof of sales. Enter all pricing and billing in system on clients’ accounts. Verify all prices and quantities of goods sold were entered correctly. Mail invoiced out to clients for billing of goods sold. Program Underwriters Coconut Creek, FL Underwriting Assistant 6-2004 - 6/2005 Enter new applications in our system provided by the Sales Agents to obtain an insurance quote for the clients. Process insurance endorsements request from Insured's and Agent's. Process renewal policies for our existing clients and mail copies out to our agents and insured’s. Distribute all incoming work to Underwriters for review. Assist in all other departments when necessary. Associated Industries Insurance Co. Boca Raton, FL Underwriting Assistant 5/2002 - 2/2004 Enter all new contracts received from Agencies to be quoted for clients. Quote and Bind new business online for all underwriters in the department. Enter changes to policies and mail out endorsements to clients. Assist with customer service issues and all other department when needed. Collaborated with IT in the process of making changes to our system to make it user friendly and efficient. Finco Finance Dania, FL Data Entry Specialist 1/2001 - 11/2001 Post all daily finance payments received from customers, make sure accounts balance out. Enter new contracts and return premiums received from Insurance Companies. Mail out payment due notices to clients. Assist with customer service when needed. Broward School Board/Facilities Dept. Ft. Lauderdale, FL Clerk 4/2000 - 11/2000 Maintained inventory of blue prints for all of Broward County Public Schools. Make copies of blue prints for custodians when needed. Forward to record retention old prints and specs no longer in use. Set up files for new projects. Answer and redirect incoming calls. Assist front office in distributing mail and maintaining records. Education: Broward College Pembroke Pines, FL Miami Dade College Miami, FL