Rebecca Gomes

Operations:

• Led process streamlining and efficiency improvement initiatives, achieving notable 15% efficiency gain and 10% cost reduction through strategic process revamping.
• Implemented innovative solutions to enhance operational effectiveness.
• Managed key performance indicators (KPIs) to measure and improve performance.
• Optimized budgets for streamlined resource allocation.
• Orchestrated cross-functional coordination among Operations, Sales, Finance, HR, and Client Management to align with organizational objectives.
• Collaborated with other departments on financial matters.

Sales:

• Cultivated client relationships to ensure high satisfaction and continuous business.
• Led and empowered Sales team to achieve sales targets.
• Implemented client-focused strategies, resulting in increased retention and satisfaction.
• Collaborated closely with Operations team to ensure overall operational excellence.

Finance:

• Created and managed budgets, optimizing resource allocation for maximum efficiency.
• Collaborated with other departments on financial matters.

HR:

• Managed talent acquisition, employee development, and performance management.

Leadership and Strategy:

• Developed and executed strategic plans, contributing to overall company growth.
• Provided guidance and mentorship to department heads as leader of cross-functional team.
• Collaborated with executive team on business strategies, including researching and brainstorming with CEO on company expansions and new business development areas.

Operations:

• Process Design and Implementation:

Spearheaded design and implementation of operational processes, creating standard operating procedures (SOPs) for quality control, workflow timelines, and key performance indicators (KPIs) in absence of existing frameworks.

• Operational Efficiency and Productivity:

Oversaw day-to-day activities, preparing reports for CEO presentations, and maximized operational efficiency by 10% through implementation of quality programs and workshops.

• Project Management and Resource Allocation:

Managed Operations team, actively contributing to recruitment efforts using augmented resource model for client projects.

HR:

• High-Performance Team Building and Culture:

Established and led dynamic teams, fostering high-performance culture through effective leadership and mentoring.

• Employee Development and Performance Management:

Conducted annual reviews, implemented quality programs and workshops, and played key role in enhancing overall employee performance.

US Specialty Team- Migrated from the USA office

• Migrated new work types from USA Houston Office, reconciling entries and payments in Company Payable Report
• Led, mentored, and monitored performance of 15 team members to ensure operational efficiency and meet targets
• Provided process training, conducted PKTs, and Knowledge Sharing sessions, offering timely feedback
• Identified and implemented process improvements, maintained and updated process manuals for stakeholder approval
• Managed client relationships, handled escalations, and performed process audits for daily reporting to CEO & Operations heads.

JLT Bermuda Team- Migrated from the UK office

• Led migration of Facultative Reinsurance processes from UK London Office
• Processed documents (EOC, Addendum, Cover Notes, Premium Invoices) for client communication
• Administered complex reinsurance, validated data, identified discrepancies, and provided audit support.

Migrated from the UK office

• Led successful migration of Insurance and Reinsurance processes from London Broker Office as part of Pilot Transition team
• Managed end-to-end processes for insurance applications, addressing ad-hoc requests and client/underwriter queries
• Conducted accounting activities, creating premium transactions, multi-carrier commissions, and sending Premium Invoices to clients.

Asset Servicing Department - Asia Pacific Markets

• Processing system-generated reclaims for client income payments and manually initiating reclaims when not automatically generated despite client payment
• Managed tax reclaims, including preparation and filing of forms with Tax Authorities for countries such as Spain, France, Germany, etc
• Submitted various documents (Reclaim forms, POAT, Certificates, etc.) to Local Tax office for attestation or to client for signature and certification
• Upon authorization of reclaim forms, forwarded them to Agent/Tax Authority to file reclaim and obtain funds for clients
• Adhered to established Standard Operating Procedures for each work type.