2018
Bachelor of Science: Financial Management
Adamson University
More Info About Me
I'm an experienced finance professional with a strong background in the insurance industry, seeking to transition to a bookkeeping role. Proven expertise in financial analysis, compliance, and data management. Adept at utilizing accounting software and maintaining accurate financial records.
My Skills and Competencies
Social Media Management
QuickBooks Expert
Data Entry
Content Creator
Certificates
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My Experience and Education
2023
-
2024
Sun Life of Canada Phil., Inc
(Manager Candidate/ Financial Advisor)
*Lead, motivate, and develop a team of professionals to achieve business objectives
*Responded to requests for client information from
underwriters
*Built relationships with clients using active listening
and issue resolution to provide excellent service.
2019
-
2022
Country Bankers Insurance Group, Manila
(Bonding Department- Assistant Officer)
* Created spreadsheets using Microsoft Excel for
daily, weekly and monthly reporting.
* Used critical thinking to break down problems,
evaluate solutions and make decisions.
* Examined, categorized and sorted incoming
documents.
2019
-
2020
Country Bankers Insurance Group, Manila
(Underwriting Department - Assistant)
* Met with customers, agents and brokers to
negotiate coverage, price and service delivery.
* Developed and maintained courteous and
effective working relationships.
* Used Microsoft Word and other software tools to
create documents and other communications.
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
QuickBooks Expert
Track expenses, manage cash flow & create invoices.