Summary
Overview
Work History
Education
Skills
Timeline
Generic
Carlo Ortea

Carlo Ortea

Biliran

Summary

I am eager to leverage my extensive experience to deliver top-tier support, efficient order processing, and comprehensive product expertise to your team. My commitment to excellence and my ability to drive customer satisfaction make me an ideal candidate to contribute to your company's success.

Overview

16
16
years of professional experience

Work History

Licensed Insurance Advisor

Sun Life of Canada Phils.
5th Avenue Corner Rizal Drive, BGC, Taguig City
02.2022 - Current
  • Advised clients on insurance products to meet individual financial goals
  • Conducted thorough needs analysis to identify suitable coverage options
  • Maintained up-to-date knowledge of industry trends and regulatory changes
  • Developed personalized insurance plans, enhancing client satisfaction and retention
  • Manage client portfolios to ensure optimal financial planning and service delivery
  • Process policy applications, updates, and claims efficiently and accurately

Data Processing Officer

Sgs Gulf Limited Rohq
20th Flr. Citibank Tower, Paseo De Roxas, Makati
04.2015 - 12.2021
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Used critical thinking to break down problems, evaluate solutions, and make decisions.
  • Document data processing procedures and system configurations thoroughly.
  • Ensured compliance with data privacy and protection regulations.

Data Operator/Production Corrector/Data Entry Clerk

Pinoy Data Capture
30th Flr. Burgundy Tower, Makati City
08.2014 - 01.2015
  • Operated data entry systems to ensure accurate information capture and processing.
  • Maintained database integrity through regular audits and updates of records.
  • Trained new team members on data entry protocols and software usage.
  • Developed streamlined processes for data validation, enhancing overall efficiency.
  • Reviewed and corrected data entries for consistency and accuracy
  • Maintained confidentiality of sensitive information at all times
  • Followed data entry procedures and guidelines diligently
  • Managed large volumes of data with attention to detail

Customer Service Staff

Racks Restaurant
South Park Plaza, Paseo De Magallanes Makati City
09.2011 - 02.2012
  • Delivered exceptional customer service by addressing inquiries and resolving complaints efficiently.
  • Trained new staff on restaurant protocols, enhancing team performance and service quality.
  • Managed high-volume customer interactions, ensuring timely order processing and accuracy.
  • Implemented process improvements that streamlined operations and increased customer satisfaction ratings.
  • Professionally managed complaints with patience and empathy, maintaining customer trust.
  • Strictly adhered to company policies and procedures to uphold service standards.

Customer Service Staff Member

The Aristocrat Restaurant
432 San Andres Street, Malate, Manila
12.2009 - 11.2010
  • Delivered exceptional customer service, addressing inquiries and resolving complaints efficiently.
  • Managed dining area, ensuring cleanliness and optimal guest experiences during peak hours.
  • Trained new staff on restaurant policies, customer interaction techniques, and menu knowledge.
  • Collaborated with kitchen staff to expedite orders and maintain high service quality standards.
  • Resolve customer issues efficiently, ensuring high satisfaction levels.
  • Handle complaints professionally, demonstrating patience and empathy.
  • Monitored inventory levels, assisting in stock replenishment to prevent shortages during busy shifts.

Education

Hospitality And Tourism

St. Anne School of Arts, Science And Technplogy
Makati
03-2009

Skills

  • Goal oriented
  • Customer service
  • Flexible and adaptable
  • Attention to detail
  • Time management
  • Dependable and responsible
  • Multitasking Abilities
  • Calm under pressure
  • Computer skills

Timeline

Licensed Insurance Advisor

Sun Life of Canada Phils.
02.2022 - Current

Data Processing Officer

Sgs Gulf Limited Rohq
04.2015 - 12.2021

Data Operator/Production Corrector/Data Entry Clerk

Pinoy Data Capture
08.2014 - 01.2015

Customer Service Staff

Racks Restaurant
09.2011 - 02.2012

Customer Service Staff Member

The Aristocrat Restaurant
12.2009 - 11.2010

Hospitality And Tourism

St. Anne School of Arts, Science And Technplogy
Carlo Ortea