Skills
Customer Support > Customer Relationship Management
2-5 Years
Customer Support > Insurance
2-5 Years
Customer Support > Sales Support
2-5 Years
Data Entry & Virtual Assistance
1-2 Years
Experience highlights
Virtual Assistant
SimplifiVAs
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December/2024
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As a Property Insurance Virtual Assistant, I specialize in the end-to-end administration of residential and commercial property portfolios. My expertise centers on maintaining the integrity of the entire policy lifecycle—from initial data gathering and quote preparation to renewal auditing and claims coordination. I utilize Applied Epic as my primary work platform, leveraging its full suite of tools to ensure seamless data management, accurate documentation, and optimized agency workflows.
Junior Assistant Manager - Customer Advisor Officer
Security Bank Corporation
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March/2023
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Present
In charge of client acquisition and relationship management, I facilitate the seamless opening of new bank accounts while identifying opportunities to deepen client relationships. I have a proven track record of exceeding sales targets across a broad suite of banking products—ranging from consumer lending (home, auto, and personal loans) to protection and wealth products like life insurance and investments. My focus is on providing a 'one-stop' financial solution for every client I serve.
Senior Bancassurance Sales Executive
BPI-AIA Life Assurance Corporation
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February/2019
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Present
In my role as a Life Insurance Sales Executive within the banking sector, I specialized in integrating comprehensive protection plans into the broader financial portfolios of bank clients. I was responsible for identifying protection gaps during the account opening and loan application processes, providing expert consultation on Term, Whole Life, and Universal products.
