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
Knowledge of standard management methods, policies and logistic readiness
Knowledgeable on basic operating systems like Microsoft Word, Excel and Power Point
Possess good monitoring skills
Goal oriented and ability to handle multiple tasks and under pressure
Flexible, open to ideas and willing to learn
Communication, coordination and analysis skills
Proficient in handling medical and travel insurance policies
Experience in claims process analysis
Make sales calls and presentations outside of office as often as necessary
Maintain solid customer relationship and as required to increase sales/penetration
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