2011
AB Mass Communication
University of St. La Salle - Bacolod
More Info About Me
I am an accomplished professional with a diverse background in sales, life insurance, and customer service, seeking to transition into the virtual assistant niche. Offering extensive experience in delivering exceptional customer support, managing client relationships, and driving revenue growth. Eager to leverage skills and contribute to organizational success by providing efficient and reliable virtual assistance. Excited to adapt expertise to the virtual environment, ensuring client growth and satisfaction.
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Lead Generation Specialist
Certificates
My Experience and Education
2020
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2023
EXL Services Inc. (Prudential Life Insurance Company of America)
(Product / Settlement Options Support)
■ Communicate with policyholders, beneficiaries, and legal representatives to discuss each settlement option, including benefits, potential risks, tax implications, and payout methods.
■ Collect and screen legal documents and forms to facilitate the processing of requests.
■ Analyze policy details, beneficiary needs, and financial considerations to help policyholders make informed decisions about settlement options.
■ Collaborate with internal departments, including underwriting, claims, and legal, to facilitate smooth settlement processes.
2021
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2023
Pru Life UK / FWD Insurance
(Licensed Financial Advisor / Assistant Unit Manager)
■ Conduct thorough fact-finding interviews to gather information about the client's current financial status, dependents, liabilities, and long-term objectives.
■ Meet or exceed sales targets through proactive prospecting, networking, and lead generation.
■ Prepare customized proposals based on the client's preferences and unique needs.
■ Reaches out to leads through phone calls, emails, or other means to gauge interest in life insurance and schedule appointments.
■ Uphold ethical standards and provide transparent, accurate details and recommendations prioritizing the client's best interest
2019
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2020
SYKES Asia Inc. (Prudential Life Insurance Company of America)
(Brokerage and Agent Services Utility Associate)
■ Provide exceptional customer service by promptly addressing inquiries, concerns, and requests from policyholders, beneficiaries, and other stakeholders.
■ Assist brokers in reviewing insurance policies to assess their relevance and adequacy based on clients' changing circumstances.
■ Help clients/brokers adjust life insurance policies, including modifying coverage amounts, changing beneficiaries, policy updates and adding riders.
■ Upsells life insurance products to clients.
2013
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2018
Concentrix
(Sales /Data Order Entry Representative - Voice/Email/Chat (TimeWarner Cable / Charter- Spectrum))
■ Work closely with field sales support to ensure precise and meticulous entry of sales transactions into the database.
■ Provide product information, and pricing, and answer customer inquiries
■ Identify opportunities to introduce customers to additional products or services that may benefit them.
■ Upsell and cross-sell additional products or services to maximize sales revenue
■ Skillfully handle objections, address concerns, and negotiate terms to secure sales agreements.
■ Manages fall-out sales orders that have encountered issues; communicates with customers to bring transactions to completion.
2011
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2013
Focus Direct Inc. (DSL Extreme Internet)
(Technical/ Billing and Sales support)
■ Troubleshoot and resolve customer problems, complaints, and technical issues by gathering relevant information and utilizing resources and tools.
■ Facilitates Sales and Billing concerns
■ Maximizing sales revenue by proactively offering and promoting additional products or services to customers, thereby upselling and cross-selling.
■ Identifying and assessing potential sales opportunities during phone conversations, effectively qualifying leads.
■ Skillfully handle objections, address concerns, and negotiate terms to secure sales agreements.
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.
Lead Generation Specialist
I identify and nurture potential clients,utilizing various strategies and tools to generate high-quality business leads.