1996
AB Mass Communication
Far Eastern University
More Info About Me
N/A
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
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My Experience and Education
2008
-
2022
COGENT INSURANCE BROKERS LLC
(BROKING ASSISTANT)
• To report and assist the VP/Technical Manager for Technical work.
• Review data submitted during the placement/renewal process and update annual renewal and requested.
• Track placement status of assigned accounts. Follow up with Brokers for update and information as necessary.
• Communicate with client and/or markets during the placement process as requested.
• Assist on Cover Note/Reinsurance Slips/Addendum Slips draft by having primary responsibility for obtaining properly signed Contract documents from Reinsurers and pursuing by phone, e-mail, etc. until all executed documents have been received.
• Prepares renewal notice (All lines) and billing/signing Debit/Credit Notes.
• Provide status reports according to procedure upon request.
• Scan/upload and name all contract documents as received from Reinsurers, Clients and transmit completed signatures.
2021
-
2022
COGENT INSURANCE BROKERS LLC
(ADMINISTRATIVE)
• Established efficient workflow process, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel activities.
• Reviewed and maintained confidential documents and files, assisted in payroll management and scheduled coordinated meetings.
• Liaised with the client and front desk reception area, including greeting visitors and responding to telephone and in-person requests for information.
• Provide support to the Finance Administration in the processing of expenses claim forms and invoices and purchasing activity.
• Coordinate between sales team personnel, clients and vendors.
• Supported office staff by organizing company events, meetings and scheduling.
2001
-
2007
ANCHOR INSURANCE BROKERAGE CORPORATION
(NON-LIFE INSURANCE COORDINATOR)
• Generates “Expiry List” for review on the renewal rates.
• Transacts with clients and Insurers.
• Issues marine certificates and motor individual policies
• Checks accuracy of all the documents issued by the Insurance Company against request made. • Collects premium dues for “Unpaid” accounts.
• Process Budget reports for the following year.
• Process Production report (Variance).
• Prepares renewal notice for all expiring accounts
• Filing and releasing documents.
• Billing/Signing Debit Notes and Credit Notes.
• Processing Motor Car, Fire, CGL, Marine Insurance, etc.
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.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.