2001
BS Biology
Ateneo de Cagayan
Your Solution for Seamless Bookkeeping, Medical VA, and Data Entry
Hello! I am a reliable and versatile professional with 23 years of experience in managing business operations and finances. Based in Surigao City, I bring a unique blend of skills from diverse industries, including a tutorial center, pharmacy, coffee shop, errand services, and money remittance. I am passionate about leveraging my background to provide exceptional support as an Online Bookkeeper, Medical Virtual Assistant, and Data Entry Specialist. My goal is to apply my extensive experience in financial management, coupled with a deep understanding of business operations, to help my clients achieve their objectives. I am a detail-oriented individual with a strong commitment to accuracy and efficiency in all tasks.
Through a specialized VA training program, I have honed my skills to meet the demands of a virtual work environment. I am equipped to handle comprehensive bookkeeping, medical administration, and data management with proficiency and professionalism. My five years as a medical transcriptionist and one year as a customer service specialist further enhanced my ability to handle sensitive information with discretion and provide excellent client communication. My extensive experience as a financial advisor for life and health insurance also gives me a comprehensive understanding of financial processes and confidentiality.
I am now seeking a new challenge where I can apply my specific skills in financial analysis, client relationship management, and data accuracy to contribute to your business's success.
My Skills and Competencies
Online Bookkeeper
Data Entry
Medical Virtual Assistant
Certificates
Job Experiences
2015
-
2025
SunLife of Canada, Phil. Inc.
(Financial Advisor)
Over 10 years of experience as a Sun Life Financial Advisor
Duties include assessing clients’ assets and liabilities, cash flow and financial objectives to be able to advise clients on their financial plans utilizing knowledge of tax and investment strategies, securities, insurance, and estate planning.
2019
-
2024
Pacific Cross Philippines
(Sales Agent)
Identifying potential clients and generating leads.
Presenting and explaining insurance products and their benefits.
Assisting clients with completing applications and necessary paperwork.
Providing ongoing support to existing clients.
Answering inquiries about policies, coverage, and claims.
Assisting clients with the claims process and ensuring smooth settlements.
Building and maintaining strong client relationships.
Developing a thorough understanding of Pacific Cross's health insurance products.
Staying up-to-date on policy changes and updates.
Liaising with the underwriting department to assess and manage risk.
Providing necessary information to the underwriting team for policy decisions.
Ensuring compliance with underwriting guidelines.
Adhering to all relevant regulations and company policies.
Maintaining client confidentiality and data security.
2022
-
2025
Siargao Pharmacy
(Finance and Operations Manager)
Supervision of the overall operations of the establishment.
Observance of good storage, good distribution, and good dispensing as well as good
pharmacy practices.
Monitoring of inventory of products especially the expiry dates.
Keeping of all pertinent records of the sales and ordering process of the company.
Oversaw stock monitoring and replenishment.
Ensuring that the establishment is updated with the latest issuances and advisories from the Food and Drug Administration (FDA).
My Services
Online Bookkeeping
Keeping your finances stress-free and organized with accurate and secure financial management.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Medical Virtual Assistant
Reliable support in scheduling, transcription, and admin tasks with efficiency and confidentiality.
What Others Say About Me
Medical Virtual Assistant
to be uploaded