Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
BusinessDevelopmentManager
JEZEL VELEZ

JEZEL VELEZ

Account Executive
Muntinlupa

Summary

A highly skilled, talented and professional Account Executive in medical insurance with diverse experience is looking for a challenging position in an environment that will enhance skills and proficiency in the mentioned field.

Overview

2
2
years of professional experience
4
4
years of post-secondary education
4
4
Certifications

Work History

Account Executive

Pacific Cross Insurance Inc.
Makati
10.2022 - Current
  • Scheduling meetings with potential and interested client, which includes healthcare professionals.
  • Presenting company products and persuading them with comprehensive medical insurance.
  • Identifying customers' needs and recommending company products that best fulfill those needs.
  • Maintaining solid working relationships with new and existing customers by providing excellent after-sales service.
  • Arranging conferences and group events for corporate partnership.
  • Regularly attending industry events, training, company meetings, briefings, and educational workshops.
  • Researching competitors’ products, pricing, and market success.
  • Promptly submitting purchase orders to relevant department.
  • Making cold calls or door-to-door sales.
  • Maintaining meticulous records of all contacts
  • Analyzing sales data to optimize performance and ensure that resources are utilized properly.

Client Servicing Officer

Pacific Cross Insurance Inc.
Makati
04.2022 - 08.2022
  • Processing new insurance applications and maintaining insurance records including billing and claims processing.
  • Processing payments of claims for medical services or travel insurance, ensuring that payments are correctly calculated based on terms of insurance contract.
  • Providing information to customers about various insurance plans and products, including explaining coverage details and identifying available discounts or other incentives.
  • Reviewing and updating customer information, including contact information, birth dates, and Social Security numbers.
  • Processing changes in coverage, premiums, or policy termination requests.
  • Processing claims for medical services or goods, such as filing forms with health insurance companies when patients receive medical treatment from doctors or hospitals.
  • Processing new member applications and renewals, including collecting personal information about applicants and processing payments from members.
  • Answering questions about insurance coverage and filing claims for customers who have questions about their policies.
  • Communicating with other departments within insurance company to resolve customer complaints or discrepancies in billing.
  • Processing formal advice letter for lacking documents of filed claims.
  • Sending breakdown of charges for approved amount of filed claims.

Logistics Claims Custodian

aCommerce Inc.
Rizal
06.2021 - 12.2021
  • Conduct claims evaluations and work to ensure claims are valid and claimable.
  • Work with Marketplace and 3PL’s to diagnose product-related operational challenges and develop improvement plans.
  • Serve as link between Commercial and Operations teams to raise claims and order status concerns as well as potential solutions to address systemic issues.
  • Identify drivers of product return issues across different 3PL’s.
  • Drive resolution of claims issues raised across both Operations and Commercial teams.
  • Ensure that all order status is updated on timely manner.

Education

Associate of Science - Aviation Electronics & Technology

Philippines State College of Aeronautics
Pasay City, Philippines
04.2019 - 04.2021

High School Diploma -

Muntinlupa National High School
Muntinlupa City, Philippines
04.2016 - 04.2018

Skills

Experience in warehouse and Supply Chain Operations

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Additional Information

  • Serve as escalation point of contact for Marketplace and to collaborate with other business units to troubleshoot operational issues and mitigate risks & bottlenecks related to on-time order delivery.
  • Communicate local policies through strategies that drive improved team performance.
  • Design education strategies to drive claims process.
  • Served as point person for VIP client/members for complex and general inquiry related to claims.
  • Conduct pre-evaluation of submitted filed claims and provide resolutions.
  • Giving presentations, answering detailed questions, and highlighting the positive aspects of products, while addressing client concerns.
  • Providing clients with information about available insurance options and coverage requirements.
  • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding.

Certification

President of Interest Club/Organizations (YMCA)

Timeline

Account Executive

Pacific Cross Insurance Inc.
10.2022 - Current

Client Servicing Officer

Pacific Cross Insurance Inc.
04.2022 - 08.2022

Logistics Claims Custodian

aCommerce Inc.
06.2021 - 12.2021

Virtual College Y Club Management Training Leadership and Public Speaking

02-2021

44Th YMCA National Congress (YMCA)

11-2019

College Y Club Management Training Change Agent: Intensifying Youth Resiliency

09-2019

President of Interest Club/Organizations (YMCA)

08-2019

Associate of Science - Aviation Electronics & Technology

Philippines State College of Aeronautics
04.2019 - 04.2021

High School Diploma -

Muntinlupa National High School
04.2016 - 04.2018

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JEZEL VELEZAccount Executive