JEANRAYMON S. UGO
Customer Service Officer
Imus, Province Of Cavite
Summary
Experienced professional in the line of Customer Service with specialty in training, finance, and accounting. Excels in dealing and communicating with people while maintaining high level of confidence and competence. Receptive to feedback, analytical, resourceful, and can handle multiple works simultaneously without compromising quality of work.
Overview
17
17
years of professional experience
2025
2025
years of post-secondary education
Work History
Customer Service Officer
Green Energy Mechanical
07.2023 - 10.2024
- Assisted call-in customers with questions and orders.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
Service Coordinator (Work at Home Setup)
INTELLIGENT TECHNICAL SOLUTIONS
05.2021 - 04.2023
- Receive calls from clients and create a service ticket based on the technical problem they are experiencing
- Route calls to a specific technician based on the level of priority
- Assign service tickets received via email to designated teams handling the client
- Schedule on-site visits if deemed necessary by a technician
Customer Service Associate (nib Travel Insurance)
ACQUIRE ASIA
11.2019 - 03.2021
- Handle email enquiries regarding customers' travel insurance policies
- Send documents pertinent to traveler enquiries and assist in filling out of forms (claims, amendments, medical)
- Provide policy options for customers whose policies and trips were affected by the COVID-19 pandemic (credit, amendment, refund)
Billing and Provider Services Specialist
UNITEDHEALTH GROUP
Taguig
09.2015 - 12.2018
- Answer calls from providers/healthcare professionals from hospitals, medical facilities and doctor's offices who are inquiring regarding member's benefits and eligibility
- Discuss claim status and processing to providers ensuring all details are accurate and are computed properly
- Resend claims subject for review and reconsideration
- Submit authorization/notifications for major processes that need review and approval before rendered to a patient
- Discuss medical insurance bills to members focusing on their specific questions such as change in monthly premium, cancellation, reactivation, etc
- Process payments over the phone using checking/savings and card accounts while maintaining security and confidentiality of members' financial records
Customer Service Representative for AGL (Australia Gas and Light)
TATA CONSULTANCY SERVICES
05.2013 - 01.2015
- Accept inbound calls and process customer specific requests regarding moving from one property to another
- Address additional queries like bill analysis, payment arrangements and payment processing
- Contact account holders to inform them of major changes that have occurred in their accounts
- Route misdirected callers to the correct department for their queries at the fastest time available to guarantee customer satisfaction
Accounting Specialist/Sales- QuickBooks, Accounting Software by Intuit
STREAM GLOBAL SERVICES
11.2010 - 03.2013
- Educate first time business owners of accounting basics (Assets, Liabilities, Income and Expense)
- Assist business owners and accountants in preparing financial reports like Profit and Loss, Balance Sheet, and all other assets, liabilities, income and expense related reports
- Assist software users in setting up their business account using the Intuit software including entry of business items, income and expense items, bank accounts, payroll accounts, etc
- Payroll setup for business employees
- Troubleshooting and analysis of software issues specifically in financial reports
- Assist business owners in reconciling their bank accounts with their own record and ensure that deposits and withdrawals in the bank match the income and expenses recorded
- Assist customers in preparing their tax reports and payments
- Prepare formulas for customers for easier input of entries in the software thus avoiding accounting errors
Customer Service Representative/Sales- JP Morgan Chase Credit Cards
AEGIS PEOPLE SUPPORT
02.2008 - 10.2010
- Process credit card applications of potential customers by probing what their needs are and tailor fitting their lifestyle to the best and most appropriate card for them
- Discuss highlights of the specific card customer has chosen like rewards system, partner products and establishments
- Disclose Terms and Conditions of the product verbatim to the customer and ensure customer's understanding before closing the deal (Annual fee, Interest rates, other charges and fees)
Education
Bachelor of Science - Electronics and Communications Engineering
Technological University of the Philippines
Skills
MS Office Applications
Word
Outlook
Customer support
Inbound call management
Data entry
Complaint handling
Personal Information
- Age: 36
- Date of Birth: 09/28/88
- Nationality: Filipino
- Religion: Christian
Timeline
Customer Service Officer
Green Energy Mechanical
07.2023 - 10.2024
Service Coordinator (Work at Home Setup)
INTELLIGENT TECHNICAL SOLUTIONS
05.2021 - 04.2023
Customer Service Associate (nib Travel Insurance)
ACQUIRE ASIA
11.2019 - 03.2021
Billing and Provider Services Specialist
UNITEDHEALTH GROUP
09.2015 - 12.2018
Customer Service Representative for AGL (Australia Gas and Light)
TATA CONSULTANCY SERVICES
05.2013 - 01.2015
Accounting Specialist/Sales- QuickBooks, Accounting Software by Intuit
STREAM GLOBAL SERVICES
11.2010 - 03.2013
Customer Service Representative/Sales- JP Morgan Chase Credit Cards
AEGIS PEOPLE SUPPORT
02.2008 - 10.2010
Bachelor of Science - Electronics and Communications Engineering
Technological University of the Philippines
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