Daniel Rubio

Performance Analysis: Developed and managed personalized KPIs to monitor both personal and team performance, providing key insights for strategic decision-making.
Data Cross-Source Analysis: Manipulated and merged data from multiple sources (SQL, Excel, SharePoint, Salesforce) to deliver accurate performance results, generating weekly sales trend reports.
Data Flow Automation: Implemented automation solutions for data collection and processing using SQL, reducing collection time by 40% and improving report accuracy.
Improvement Strategy Documentation: Created detailed documentation of optimization strategies, including process standardization and the implementation of Business Intelligence tools for real-time analysis.

• Data analysis using Excel, SQL and Power BI
• Proposal calculation for agreements with agencies
• Active participation in decision-making with the presidency regarding agreements and commissions
• Monitoring approved commissions and fees for the specified area

• Payment of invoices in the U.S.A
• Direct contact with commercial service providers in the U.S.A
• Control of fixed monthly expenses in agencies

• Customer service in Automotive Claims
• Total cost review
• Monitoring of quotes and issuance of automotive insurance policies