Julie Anne Borres
Naic, Cavite
Summary
Experienced with pension administration, managing and overseeing various processes. Utilizes expertise in accuracy to ensure seamless pension operations. Strong understanding of team collaboration and problem-solving to deliver exceptional service.
Overview
15
15
years of professional experience
Work History
Senior Pension Administrator
Willis Towers Watson
Taguig City, PH
06.2019 - Current
- Working within an administration team, servicing both member and client queries in relation to DC pension schemes
- In conjunction with the Team Leader, ensure that all service level agreements and performance standards are achieved and be a senior point of reference on technical issues and non-standard cases
- Train, support and mentor junior associates and hold regular feedback sessions and ensure that targets and deadlines are met
- Assist in more complex project work when required including complaints and be a senior point of reference on technical issues and non-standard cases
Pension Administrator
Willis Towers Watson
Taguig City, PH
06.2015 - 05.2019
- Supporting the delivery of superior benefits administration services to Towers Watson clients; including Health & Welfare and Pension plan administration
- Generate transfer and retirement quotations with calculations and respond to general member enquiries
- Review and analyze member posts to initiate cases and perform data entry processing
- Process system data updates such as member and beneficiary records
Quality Analyst
Manulife
Quezon City, PH
03.2011 - 02.2015
- Handles the team's quality and ensures accuracy and consistency in every transaction to make sure that standards are met
- Conducts full quality review on a pre-determined sample size of cases completed by the associates and provides weekly QC Reports and Scorecards
- Handles the team's classroom New Hire Training Program and works hand in hand with the team leader to develop training programs and plans for the team or a certain individual or team
Business Process Associate
Manulife
Quezon City, PH
09.2010 - 02.2011
- Set-up end to end management of new issue and amendment of AlphaPlus and Signature insurance policies of Canadian group benefits for Manulife Canada and coordinated with the business unit abroad for work assignments
- Accurate indexing of forms (medical and non-medical) via AWD and Gipsy Mainframe Systems for new business
- Assemble policy and creates insurance booklets for clients from Life, AD&D, health & dental and critical illness
- Customizes plan sponsor and cover letters
Research Analyst
Thomson Reuters
Makati City, PH
08.2009 - 06.2010
- This is a Project-based work with a 10 - month period
- The responsibility is to source and process historical US private placement (PIPES) coverage
Education
Bachelor of Arts - Social Science, Bachelor of Secondary Education major in Social Studies
University of Santo Tomas
Manila, PH01.2009
Skills
- Pension administration
- Defined Contribution
- Process Management
- Coaching and mentoring
Languages
Filipino
English
Timeline
Senior Pension Administrator
Willis Towers Watson
06.2019 - Current
Pension Administrator
Willis Towers Watson
06.2015 - 05.2019
Quality Analyst
Manulife
03.2011 - 02.2015
Business Process Associate
Manulife
09.2010 - 02.2011
Research Analyst
Thomson Reuters
08.2009 - 06.2010
Bachelor of Arts - Social Science, Bachelor of Secondary Education major in Social Studies
University of Santo Tomas