Bachelor of Science in Business Administration Major in Marketing Management
University of San Agustin
I am flexible, reliable, enthusiastic, and reliable. I am a mature team and adaptable to all challenging situations.
University of San Agustin
Manages the day-to-day pre-selling activities for generating sales revenues from new business acquisition through an efficient and effective
pipeline management program and client engagement monitoring.
• Ensures compliance with defined processing in securing new accounts, including profiling for eligibility.
• Ensures the completeness of all required documents for account closing.
• Ensures and monitor the compliance of team members with the completion
Know Your Customer (KYC) requirements, with reports submitted to the Business Development Manager.
• Manages assigned intermediaries by conducting regular meetings, including pipeline management, addressing account concerns, and providing updates on policies and general matters.
• Ensures the accomplishment of the designated special projects set at the onset of the year.
• Ensures timely reporting of the status of projects assigned to the Assistant Vice President.
• Ensures overall management of renewing accounts, from handling concerns to analyzing renewal recommendations.
Reach out to new and existing clients to sell insurance
• Call and reach out potential clients to get information about their nerds and coverage and explain the options and prepare for the presentation.
• Having a friendly attitude, strong knowledge and active in expanding customer base
• Assist Clients and Companies Concern, Validate and Check Requirements before submit to the Account Officer, gave instructions to HR regarding to the Enrollment Requirements. Update the Client Status and sub-agent for selling maxicare prepaid cards and My Maxicare products.
Trained Independent Agents, Update Everyday Posting, update GROUP Sales
• Assist Buyers for Site Tripping, and Closing Deal
• Schedule Weekly Activities for Saturation and Weekly Meetings
• Contributes to team effort by accomplishing related results needed.
Manage professional and personal scheduling for client, including agendas, mail, email, phone calls, client management, and other company logistics.
Provide administrative and office support, such as typing, dictation, spreadsheet creation, faxing, and maintenance of filing system and contacts database
Maintain professionalism and strict confidentiality with all materials
Organize team communications and plan events, both internal and off-site
Experienced and organized professional with 3 years of administrative support experience in real estate business.
Search the Internet for information on a wide variety of topics.
Managing and overseeing administrative operations.