Bachelor of Science in Marketing Management
Taguig City University
Driving productivity through organized support.
Taguig City University
· Prepared and provided comprehensive insurance proposals tailored to client needs.
· Managed the issuance of new business policies, renewals, and endorsements for Non-Life Insurance Accounts.
· Performed invoicing of policies and encoded production data into the company system.
· Scheduled and coordinated policy deliveries and collections to ensure timely processing.
· Issued official receipts for online deposits and maintained accurate records in the marketing file.
· Generated and distributed monthly renewal notices for Non-Life Insurance Accounts.
· Monitored the monthly expiry list to ensure policy continuity and client retention.
· Oversaw the tracking of remittances and official receipts for the Insurance Companies.
· Supported the Senior Account Officer in executing duties, strategies, and tasks to meet organizational goals.
· Provided accurate insurance quotations to brokers and agencies, ensuring competitive and comprehensive offerings.
· Assisted in the issuance, renewal, and endorsement of insurance policies, maintaining high attention to detail and compliance with guidelines.
· Gathered and analyzed weekly premium production data to track performance and identify trends.
· Prepared and dispatched outgoing insurance policies with efficiency and accuracy.
· Drafted and distributed memos to branch offices, ensuring clear and consistent communication.
· Supported the Branch Manager during meetings, including preparation and follow-up tasks.
· Conducted sales calls to prospective and existing clients, building relationships and promoting company offerings.
· Maintained organized and up-to-date customer files to support efficient account management and follow-ups.
· Assisted customers with inquiries, providing accurate information and exceptional service to ensure satisfaction.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.