Juan Lara
Halifax - Toronto
Summary
Motivated MBA graduate with strategic planning and leadership abilities honed in fast pace environments. Driven to exceed expectations in all areas and looking for position of increased responsibility. Experience in improving processes and exceeding requirements in team environments. Diligent worker with strong communication skills, capability to prioritize and organize tasks. Additionally, my previous experience with Citco, my proven track record, and the relationships fostered would allow me to be a great asset for the project.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Vice President - Product Manager
Citco
04.2023 - Current
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
- Led cross-functional teams to deliver successful projects on time and within budget, enhancing company reputation in the industry.
Product Analyst
Citco Group Canada
08.2022 - 02.2023
- Worked with development team to define and implement customer change requests to enhance product functionality.
- Supported development team in generation of technical requirements and product documentation to achieve process commonality.
- Performed research and analysis to identify opportunities for new product. Provided research and data to build business cases for the opportunities identified.
- Responsible for stakeholder relationship management, working with multi-functional teams to support data informed decision making.
- Managed and coordinated the implementation of opportunities and products working with key team members to ensure successful implementation
- Performed in-depth research and made recommendations for implementation of governance frameworks, best practices and regulatory reporting for Environmental, Social and Governance (ESG) opportunities.
Business Analyst
Industucan S.A
10.2019 - 02.2020
- Performed competitor bench-marking analysis to identify manufacturing savings opportunities and potential product enhancements.
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
Insurance Sales Specialist
Belairdirect
11.2016 - 06.2019
- Customized existing insurance to suit individual client needs by analyzing specific requirements. Accumulating over $1.2 M in premiums in 2 years.
- Handled escalations and conflict situations with customers to maintain retention rates of 92%, resulting in award winning customer service.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Established interdepartmental project to train sales agents to assist with claims following 2018 catastrophic events in Ontario.
- Examined reports, accounts and evidence to determine integrity and accuracy of information.
- Oversaw claim recoveries, subrogation and salvage.
Education
MBA - Business Administration And Management
Sobey School of Business
Halifax, NS01.2022
Graduate Certificate - Business Leadership And Emotional Intelligence
USFQ Business School
Quito, Ecuador12.2019
Bachelor of Arts - Economics & Business
St. Thomas University
Fredericton, NB05.2016
Skills
- Strong Analytical skills
- Strong Communication skills
- Collaboration skills & leadership
- Agile Methodology
- Fast Learning
- Stakeholder management
- Conflict Resolution & Negotiation
- Strategic thinking & Decision Making
Accomplishments
Belair Direct Premier Club Award for Customer Service
Award & gala event to recognize yearly top performances . Award obtained for best customer service, retention, and escalation management out of all agents in the provinces of Ontario and Quebec.
Customer Service Client Impact Award
National recognition awarded for outstanding customer service, retention performance, alongside with leadership and contributions to the success of the team through the year.
Claims and Sales Collaboration Project
Helped interdepartmental management develop a program and train members of the sales department in claims intake to help deal with future catastrophic events in the province.
Additional Information
Belairdirect Social Committee.
Organized and promoted multiple events and activities to foster a better working environment and engagement of employees across the organization.
Team Lead Relay for Life (Canadian Cancer Society)
Recruited and assembled a team of 20 volunteers for the event. Helped organize and promote the successful fundraiser that raised $5,000+ in pledges.
Certification
- Advanced Certified Product Owner
- Certified Scrum Master
- Certified Scrum Product Owner
- Licensed - Nova Scotia General I Insurance
Timeline
Assistant Vice President - Product Manager
Citco
04.2023 - Current
Product Analyst
Citco Group Canada
08.2022 - 02.2023
Business Analyst
Industucan S.A
10.2019 - 02.2020
Insurance Sales Specialist
Belairdirect
11.2016 - 06.2019
MBA - Business Administration And Management
Sobey School of Business
Graduate Certificate - Business Leadership And Emotional Intelligence
USFQ Business School
Bachelor of Arts - Economics & Business
St. Thomas University
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