Bachelor of Science in Information Technology
Roosevelt Memorial Colleges
Passionate data entry specialist with a customer-centric foundation, merging meticulous documentation and effective communication. Proficient in both Customer Service Email Support and Chat Support, I deliver prompt and accurate information while exceeding expectations. As a Financial Advisor at BPI-AIA Philippines, I combine data and strategy to provide precise solutions, reflecting dedication and precision. Explore my portfolio to witness my commitment to excellence.
Roosevelt Memorial Colleges
1. Client Consultation: Meet with clients to assess their financial situations, goals, and insurance needs.
2. Needs Analysis: Analyze clients' current insurance coverage, financial resources, and liabilities to determine appropriate life insurance coverage amounts and types.
3. Product Recommendation: Educate clients about different life insurance policies, including term life, whole life, universal life, and variable life insurance. Recommend suitable products based on clients' circumstances.
4. Documentation: Ensure accurate and proper documentation of client interactions, insurance applications, and policy details.
1. Engage with customers through chat platforms in a professional and friendly manner.
2. Record and maintain detailed and accurate records of customer interactions and transactions.
3. Provide accurate and relevant information to customers' inquiries, including product information, technical assistance, account support, and more.
4. Stay up-to-date with product knowledge and updates to effectively assist customers.
5. Guide customers through troubleshooting processes for technical problems.
1. Customer Support: Respond to customer inquiries, concerns, and requests via email promptly and professionally.
2. Information Provision: Provide accurate and up-to-date information about products, services, policies, and procedures to customers.
3. Documentation: Document customer interactions, details of inquiries, issues, and solutions accurately in the company's database.
4. Communication: Communicate clearly and professionally with customers, colleagues, and other departments within the organization.
5. Customer Satisfaction: Strive to exceed customer expectations, ensuring their needs are met and issues are resolved to their 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.