2008
Bachelor of Business Administration, Major in Management
Polytechnic University of the Philippines
More Info About Me
I am a licensed insurance agent with 7 years of experience. Calculated, goal oriented and driven by results. I am capable of working under pressure, and can communicate with different people at different levels. Eager to develop new knowledge and skills.
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
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My Experience and Education
2015
-
2022
LBC Insurance Agency, Inc
(Insurance Coordinator)
· Aims at achieving the premium targets by promoting and selling the insurance services and products of the company.
· Advised current and potential clients on home and auto insurance benefits and options designed to provide personal and property protection in unforeseen circumstances.
· Attends various questions or concerns of policyholders with their insurance claims.
· Manage the complaints and monitor its timely resolution to ensure satisfied customers.
· Collects and/or assists accounting team in the collection of premium payments from clients as well as in reconciliation of payables and receivables.
· Submit reports on the status of client’s production, performances, outstanding accounts, analysis of unfavorable variances and a resume of steps/actions taken or plans to remedy the situation.
· Responsible for monitoring renewals of existing accounts and see to it that expiring accounts are renewed.
2009
-
2015
LBC Development Corporation
(Finance Associate)
· Timely review of cash position to ensure sufficient funds on hand for disbursement
· Prepares daily cash deposits and monthly disbursements.
· Prepares loan documents for review by Finance Head.
· Prepares bank reconciliation report.
2009
-
2009
LBC Development Corporation
(Accounting Associate)
· Prepares bank reconciliation report
· Prepares payment voucher
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.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.