Mejora a las Herramientas de Análisis del Área de Conciliación ARL SEGUROS BOLIVAR
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Date
2021-06-04
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Volume Title
Publisher
Corporación Universitaria Minuto de Dios
Type
Thesis
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Atribución-NoComercial-SinDerivadas 2.5 Colombia
Abstract
Este trabajo sistematiza la práctica profesional en Administración de empresas y plantea
optimizar las herramientas de análisis de recaudo y conciliación del área de ARL de la empresa
SEGUROS BOLÍVAR. Para esto se trazaron objetivos orientados en primer lugar a diagnosticar
el estado actual de los procesos y características que inciden en el área mediante la aplicación de
un cuestionario contentivo de 9 preguntas, las cuales 8 con respuestas tipo abanico, adicional a
esto se construyen matrices DOFA y FODA las cuales se evaluaron y analizaron estadísticamente,
evidenciando errores e inconsistencias referente a los pagos y/o afiliaciones , por ende debe
conciliar y cruzar llevando un análisis detallado de ingresos, retiros, novedades, pagos, diferencias
en tasas, para aplicar las correcciones correspondientes. Por consiguiente, se propone una Matriz
Plan de mejora a las herramientas y posteriormente se implementa la mejora a la herramienta
Estado de cuenta. Una vez implementada dicha mejora, con el fin de medir la eficacia y la
experiencia de la misma se aplica una entrevista estructurada a los analistas del área de Recaudo
y Conciliación, concluyendo que la herramienta mejorada permite agilizar el proceso de análisis,
ya que las alertas que arroja permite enfocarse en los trabajadores que sí requieren una revisión
detallada, evita el uso de otros aplicativos pues recopila mayor información en un solo archivo,
utilizando menor tiempo de análisis
This work systematizes the professional practice in Business Administration and proposes optimizing the collection analysis and reconciliation tools of the ARL area of the SEGUROS BOLÍVAR company. For this, objectives were drawn up aimed firstly at diagnosing the current state of the processes and characteristics that affect the area through the application of a questionnaire containing 9 questions, of which 8 with fan-type responses, in addition to this, SWOT matrices are constructed. and SWOT which were statistically evaluated and analyzed, showing errors and inconsistencies regarding payments and / or affiliations, therefore, you must reconcile and cross by carrying out a detailed analysis of income, withdrawals, news, payments, differences in rates, to apply the corrections corresponding. Therefore, a Plan Matrix for the improvement of the tools is proposed and subsequently the improvement to the Account Statement tool is implemented. Once this improvement has been implemented, in order to measure its effectiveness and experience, a structured interview is applied to the analysts in the Collection and Reconciliation area, concluding that the improved tool allows to streamline the analysis process, since alerts that it yields allows you to focus on workers who do require a detailed review, it avoids the use of other applications as it collects more information in a single file, using less analysis time.
This work systematizes the professional practice in Business Administration and proposes optimizing the collection analysis and reconciliation tools of the ARL area of the SEGUROS BOLÍVAR company. For this, objectives were drawn up aimed firstly at diagnosing the current state of the processes and characteristics that affect the area through the application of a questionnaire containing 9 questions, of which 8 with fan-type responses, in addition to this, SWOT matrices are constructed. and SWOT which were statistically evaluated and analyzed, showing errors and inconsistencies regarding payments and / or affiliations, therefore, you must reconcile and cross by carrying out a detailed analysis of income, withdrawals, news, payments, differences in rates, to apply the corrections corresponding. Therefore, a Plan Matrix for the improvement of the tools is proposed and subsequently the improvement to the Account Statement tool is implemented. Once this improvement has been implemented, in order to measure its effectiveness and experience, a structured interview is applied to the analysts in the Collection and Reconciliation area, concluding that the improved tool allows to streamline the analysis process, since alerts that it yields allows you to focus on workers who do require a detailed review, it avoids the use of other applications as it collects more information in a single file, using less analysis time.
Description
Generar una mejora en el manejo de las herramientas que contienen la información en el
área de Recaudo y Conciliaciones en la empresa SEGUROS BOLÍVAR, DIRECCIÓN
ADMINISTRATIVA NACIONAL ARL
Keywords
Optimizar, Herramienta, Analisis, ARL, Optimize, Tool, Analysis