Alexis Marie Dacallo

1. Data Cleansing / Mapping

2. Backend support for Generation of reports of the Operation

3. Consolidation of reports for the updates in the Institution for Membeship Profile

4. Other AdHoc request for other department related to generation and cleansing of Data.

• Achieved high customer satisfaction by providing prompt responses and clear communication throughout the underwriting process.
• Mentored junior Insurance Processors, sharing expertise and knowledge to foster professional growth within the team.
• Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
• Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement.
• Mentored junior Insurance Processors providing guidance on best practices and improving overall team performance.

• Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
• Completed tax forms in compliance with legal regulations.
• Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
• Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
• Handled day-to-day accounting processes to drive financial accuracy.
• Inspected account books and recorded transactions.
• Completed payroll for employees and maintained detailed records of procedures.
• Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
• Reconciled and corrected issues with financial records.
• Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
• Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
• Supported year-end closing procedures by preparing adjusting journal entries.

• Calculated and issued policyholders' premiums, refunds and adjustments.
• Verified client information by analyzing existing evidence on file.
• Managed a portfolio of accounts by regularly reviewing policy details, updating necessary information, and providing timely feedback to clients regarding their coverage status.
• Observed strict procedures to protect sensitive patient information, medical records, and payment data.
• Conducted data entry and recordkeeping to maintain client information.
• Prepared insurance claim forms or related documents and reviewed for completeness.
• Modified, updated and processed existing policies.
• Processed insurance claims efficiently by verifying client information, reviewing coverage details, and ensuring accurate data entry.
• Calculated adjustments, premiums and refunds.
• Contributed to a positive work environment by collaborating effectively with team members on various projects and tasks.
• Worked effectively in fast-paced environments.
• Proven ability to learn quickly and adapt to new situations.
• Worked well in a team setting, providing support and guidance.
• Demonstrated respect, friendliness and willingness to help wherever needed.