Bachelors Degree in Entrepreneurship
Pamantasan ng Lungsod ng Maynila
I have years of experience working in the life insurance industry, and I currently serve
as a Subject Matter Expert (SME) for both the New Business and Aftersales processes. I am
responsible for providing instruction and cascading, as well as updates and new projects. As a
junior process engineer, it is my responsibility to provide reports, as well as to offer insights,
analyses, and recommendations in order to help my team achieve its goals. In addition to
providing sales support for the distributors, I am also responsible for managing administrative
and development responsibilities (although coding is not one of them) in salesforce/CRM in
order to adapt to changes based on the requirements of the distributors.
Pamantasan ng Lungsod ng Maynila
*Responsible for providing end-to-end customer servicing to customers.
*Address distributor inquiries on transaction status & aftersales process.
*Take escalated calls for ownership and resolution of complaints
*Manage large amounts of incoming phone calls.
*Identify and assess customers’ needs to achieve satisfaction.
*Build sustainable relationships and trust with customer accounts
through open and interactive communication.
*Responsible for interpreting insurance plans and providing risk management advice to
distributors and wealth managers.
*Act as Subject Matter Expert in Life Insurance.
*Provides Support to Life Insurance Agents from New Business to Aftersales.
*Generates Reports and provides insights, analysis and recommendations to meet my team
targets.
*Ensure that all projects are delivered on-time, within scope and within budget.
*Develop a detailed project plan to monitor and track progress Report and escalate to
management as needed.
*Perform risk management to minimize potential risks.
*Track project performance, specifically to analyze the successful completion of short and long-
term goals.
*Attend conferences and training as required to maintain proficiency.
*Develop spreadsheets, diagrams and process maps to document needs.
*Ensure that all projects are delivered on-time, within scope and within budget.
*Develop a detailed project plan to monitor and track progress Report and escalate to
management as needed.
*Perform risk management to minimize potential risks.
*Track project performance, specifically to analyze the successful completion of short and long-
term goals.
*Attend conferences and training as required to maintain proficiency.
*Develop spreadsheets, diagrams and process maps to document needs.
Salesforce/CRM Dev (Coding not included)
*Perform Development and customization in Salesforce.
*Perform unit testing and QA.
*Creating and modifying existing applications in Salesforce.
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