Bachelor of Science in Business Administration Major in Management
Bulacan State University
I am a former Client Relationship Executive in the Insurance Industry and actively seeking opportunities as a Virtual Assistant even in other types of industries. I am currently enhancing my skills and learning systems and tools by attending different trainings and courses to help businesses and entrepreneurs stay organized, focused on what they do best, and of course to provide my top-notch service.
Bulacan State University
• Ensuring that client needs and expectations are communicated clearly.
• Analyzing information in each insurance applications/renewals.
• Determining the best price that can give to client.
• Responsible for any endorsements/amendments required in insurance policies.
• Checking all the documents and follow AML procedure prior to issuing policy.
• Directly contacting insurance company for any assistance required by our broker team.
• Preparing end of day production statement and ensuring that all issued policies are booked in SAIBA System.
• Ensuring that client needs and expectations are communicated clearly.
• Analyzing information in each insurance applications.
• Checking all the documents prior to issuing policy.
• Determining the best price that can give to client.
• Directly contacting insurance company for any assistance required by our broker team.
• Preparing end of day production statement and responsible for handling and turn-over of cash deposits to accounts department.
• Encoding the tests required in the request paper of the doctors/nurses.
• Receiving of test tubes samples and entering it to the cerner system.
• Arranging sample according to the laboratory departments.
• Answering telephone calls and attending to sample rejections.
• Attending to visitors and answering telephone calls.
• Preparing timecards for staffs.
• Arranging staff personal files and different documents.
• Process routine account transactions: deposits, withdrawals, loan payments and loan releases.
• Accepts payments of clients for their monthly bills like electric bill, telephone bill, and credit cards.
• Transacts remittance pay-out transactions.
• Records all transactions and filing of stubs/receipts.
• Prepares monthly report and financial statement.
• Helps the store consignor manager in overseeing the operations of the store consignor office at the branch.
• Responsible for initial screening and interview of applicants.
• Process requirements, deployment, orientation and renewal of contracts of demo personnel.
• Administers daily attendance, behavior, and performance.
• Maintains and updates records, filing and documentation.
• Interacts with store consignor companies/agencies.
•Posting and Scheduling • Community Engagement • Social Media Marketing •Content Creation - Caption and Hashtags
• Accurate Data Entry • Organizing and Categorizing Data • Data Maintenance and Updates • File Management
•Market Research to identify potential Customers •Lead generation campaigns •Appointment Setting •Email Marketing
•Email and Communication Management •Calendar Management •Data Entry •File Organization •Document Preparation