Jeremay R. San Juan

• Processed deposits, withdrawals, and other tellering functions.
• Handled outward check clearing.
• Enhanced customer satisfaction by effectively addressing inquiries and resolving issues.
• Streamlined communication with clients for improved service experiences and increased loyalty.
• Collaborated with team members to achieve monthly targets and optimize workflow efficiency.
• Developed strong relationships with clients through attentive listening and empathetic understanding of their needs.
• Proactively sought opportunities for personal growth within the role through continuous learning initiatives.

• Enhanced customer satisfaction by efficiently opening new accounts and providing exceptional service.
• Ensured accuracy of client information by diligently reviewing documents and data entry details.
• Maintained up-to-date knowledge on bank products, services, and regulations to provide accurate information to clients.
• Adhered to strict regulatory guidelines when processing sensitive financial information for account openings or updates.
• Backed up teller team by handling needs of new and existing customers at main counter.

Business Development and Account Maintenance

• Responsible for delivering premium and commission target for the assigned branches.
• Handles client calls, requests for quotation, endorsement, policies, and other inquiries from bank clients, insurance companies, bank's branches and business units.
• Communicates regularly with bank's branches, counterparts, and business units to formulate, agree, and implement sales strategies and satisfy client servicing requirements.
• Ensures all insurance policies are renewed on time.
• Conducts branch updates and product orientations on topics ranging from insurance coverage to claims handling.
• Provides regular business progress reports.

Account Administration (Quotations, Proposals, Placements, Collections, and Claims)

• Negotiates with insurance companies the most appropriate terms and conditions that suit our clients' needs.
• Prepares required documentation (e.g. renewal advice, quotation slip, and proposal).
• Reviews policies issued by insurance companies prior sending them out to clients.
• Ensures that policies are issued and released to clients within prescribed turnaround time.
• Assists in the collection and account receivables.
  

Reportorial and Administrative Requirements

• Prepares and submits reports on a regular basis.
• Ensures proper filing of policy documents.