Bachelor of Science in Industrial Education
Don Honorio Ventura Technological State University
I have a background in insurance, and I am a detail-oriented, analytical professional committed to ensuring that people and businesses are risk-protected. I am quite knowledgeable about the numerous insurance products as well as the rules and legislation that control the insurance sector.
I have held a variety of positions in the insurance sector during my professional career, including underwriting, claims management, and sales. I've proven that I can explain intricate insurance ideas to clients in an understandable way so they can choose their coverage with confidence.
I have carefully chosen the policies that best meet my needs after taking the time to educate myself on the various insurance options. I'm dedicated to providing outstanding service and making sure that my clients are well-informed and protected against unexpected events.
I am a hardworking individual who always strives to do my best. I approach every task with a positive attitude and a determination to succeed. My work ethic is unparalleled, and I am known for my reliability and dedication. I am also dedicated to investing the time and effort required to accomplish my goals because I recognize the value of hard work. I am not afraid of difficulties or obstacles since I view them as chances to improve and broaden my knowledge. My perseverance and fortitude serve as an example to those around me, and my work ethic is valued by both friends and family.
Don Honorio Ventura Technological State University
• Assists in marketing, growing, and managing existing accounts.
• Makes recommendations for the Underwriters on behalf of the clients; pipes/processed new policies and renewals in preparation for issuance.
• Assists in preparation of reports for submission to the Head Office.
• Works closely with the Branch Head and colleagues in the branch to hit the targets set for the year.
• Assists clients in their requests as well as issuances, renewals, and other matters with regards to their insurance coverages with the company.
• Encoding clients’ details
• Answering inquiries about insurance coverage
• Processing new insurance policy application and renewals
• Reviewing existing policies to confirm relevance to policy holders
• Compiling data on policy changes
• Acquiring crucial information for record keeping
• Attainment of individual sales target
• Performs KYC (completeness, accuracy and authenticity of customer and customer documents)
• Attainment of SSI rating
o Pass MP Proficiency and Skills Examination
o Compliance to TMP standards as well as to the Company policies, procedures, and work processes
o Account Management from prospecting to repurchase.
• Comply with and deliver all responsibilities and items as mandated under pertinent laws, such as, but not limited to, Environmental Laws and policies, Data Privacy laws and policies, Consumer Right laws (e.g. Consumer Act of the Philippines and Lemon Law) and policies.
• Compliance to TMP, Internal and other related Policies and Procedures
• Any related financial or legal accountability proven to have resulted from the employee’s non-compliance to TMP, Internal and other related Policies and Procedures
• Accomplishment of all required turn-over and securing of clearance for instance of separation with the company
· Responsible for possible assignments including payroll and benefit related projects on an ad-hoc basis.
· Review time worked, wage computation, and other information to detect and reconcile payroll discrepancies.
· Process paperwork for new employees and enter employee information into the payroll system.
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.
Provide solutions that fit those individualized situations and prioritize the customer's needs.