Summary
Overview
Work History
Education
Skills
Certification
Associate Clients Service (LOMA)
Timeline
Generic
Donna Mina

Donna Mina

Client Service Associate, Accounting Assistant
Pugo La Union

Summary

Successful Client Service Associate with 11 years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.

Detail-oriented Accounting Assistant offers 6 years of experience in accounting roles. Skilled in account reconciliation, report drafting and collections. Industrious and meticulous with strong history of integrity and reliability.

Overview

17
17
years of professional experience
15
15
years of post-secondary education
3
3
Certifications

Work History

Client Service Associate

Sun Life of Canada Philippines, Inc.
San Fernando City La Union
11.2012 - Current


  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Receives Policy/Plan/VUL/MF and Non-policy/Non-plan related cash, cheque or credit card payments and issues Official Receipt or Provisional Receipts as appropriate, ensuring timely crediting to the policy/plan/investments following standard procedures.
  • Ensures collections are balanced, deposited the next day to the bank, with corresponding DCRs and VDS, transmitted to PPA within agreed TAT. Processes PDCs, COBs and PRs according to standard procedures.
  • Receives and checks for completeness, NB business and conversion applications of TRAD, VUL, MF and PN and performs WMS and envelope assignment within TAT.
  • Receives and processes policy/VUL , and plan related disbursements ( loan, cash surrender, dividends, AE withdrawals, fund transactions and NB refund,claims, non cash transactions ) in accordance with standard procedures and agreed service levels.
  • Respond to all new and existing policy/non policy/plan/investment related inquiries at the counter/phone/email, ensuring prompt and professional assistance to clients at all times and all service levels are met.
  • Participates in continuous wok improvement processes, customer service initiatives, implementation of new technology and special projects.
  • Submits required monthly reports and daily reports within TAT.
  • Handles Petty Cash Fund ensuring that the receipts and fund are balanced at all times and are safekept in the Vault. Ensures replenishment when amount is to 40% depleted.
  • Performs the following sales/marketing – related tasks :
    - Prepares daily monitoring report on life, pre-need and mutual funds new business applications following required format for submission to Sales Channel Head
    - Distribute monthly the updated MF sales presentation materials to the licensed MF representatives in the area.
    - Coordinates and handle Proposal System related upgrades.
    - Monitors, maintains and conducts monthly inventory of the ISO’s supplies, forms and equipment following approved guidelines and procedures.
  • - Requests corporate giveaways and sales aid
    - Posts company related updates in the bulletin board
    - Monitors and updates promos
    - Facilitates resigned agent’s surrendered items
  • Performs the following office management tasks:
    - Monitors, maintains and conducts regular inventory of office supplies, forms ad equipment following approved guidelines/procedures.
    - Reports equipment/furniture/premises-maintenance issues to appropriate HO units and facilitates resolution of problems.
    - Handles and coordinates incoming and outgoing documents and materials for all three product lines.
    - Prepares, coordinates and follow-ups check requests and payments for various office utilities.
    - Coordinates logistics as required for Sunlife-initiated training and events.

Accounting Assistant

DN Steel Marketing, Inc.
Urdaneta City, Pangasinan
07.2006 - 11.2012
  • Used accounting software to prepare weekly and monthly financial reports.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Serves as Branch Accountant Assistant (Receive Collections, Issues Official receipt, debit and credit memo)
  • Process Bank Transactions(deposits and encashment)
  • Process Government permits(Business permit, Brgy.,BIR)
  • Makes weekly, monthly and yearly reports
  • Monitors production and prepares production summary reports
  • Confirms purchases to outside suppliers and company affiliates
  • Responsible in filing all documents
  • Makes purchase order intended for stock
  • Monitors Sales and prepares monthly sales report
  • Input sales invoice in the Sales Journal
  • Process employee’s medical/hospital benefit/claims
  • Issue demand letter/Statement of Account to those customers with overdue accounts

Education

MBA - Business Administration

Saint Louis College
San Fernando City La Union
06.2016 - 07.2022

Bachelor of Science - Accounting

Saint Louis College
San Fernando City La Union
06.2000 - 03.2005

High School Diploma -

Cherished Moments School
Mangaldan Pangasinan
06.1996 - 03.2000

Skills

Client Relationships

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Certification

Associate, Life Management Institute , [Life Office Management Association]

Associate Clients Service (LOMA)

 The ACS Program has been designed specifically to help increase knowledge of financial services. Understand customer expectations, patterns, and behavior. Become a customer experience advocate and protect customers. 

Timeline

Associate, Life Management Institute , [Life Office Management Association]

05-2017

MBA - Business Administration

Saint Louis College
06.2016 - 07.2022

Associate, Customer Service (Life Insurance), Life Office Management Association

05-2016

FLMI: Level 1, Life Office Management Association

05-2014

Client Service Associate

Sun Life of Canada Philippines, Inc.
11.2012 - Current

Accounting Assistant

DN Steel Marketing, Inc.
07.2006 - 11.2012

Bachelor of Science - Accounting

Saint Louis College
06.2000 - 03.2005

High School Diploma -

Cherished Moments School
06.1996 - 03.2000

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Donna MinaClient Service Associate, Accounting Assistant