Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Account Executive
Standard Insurance Co., Inc.
The Enterprise Center Paseo De Roxas, Makati City
10.2016 - Current
Attends to requests/inquiries of policyholders, intermediary brokers and agencies.
Prepares proposal slips based on approved terms and monitors client acceptance.
Request and monitors policy issuance and ensures timely release to clients.
Monitors policyholders renewal accounts and ensure to release renewal proposal prior to expiry of their insurance policy.
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Conducts regular visitation to existing clients and producers to boost client satisfaction by developing and maintaining strong relationships through effective communication.
Assists policyholders in coordinating with our Claims Department regarding claims as needed.
Assists policyholders in coordinating with our Finance Department to ensure timely payment of invoices, addressing any discrepancies or issues in prompt and professional manner.
Sales Office (On the Job Training)
Pepsi-Cola Products Philippines, Inc
Muntinlupa City
Education
Bachelor of Science - Business Administration Marketing Management
Polytechnic University of The Philippines
San Pedro, Province Of Laguna, Philippines
04.2001 -
Skills
Oral and written communication
Critical-thinking
Computer literate
Goal-oriented
Problem solving
Time management
Able to work on my own initiative and as part of a team
Motivated and always willing to learn new things
Certification
Basic Non-Life Insurance Course - IC Exam Accreditation
Character Reference
Mac Jeremy Dar Manager, Head of Corporate Sales Credit & Collection Team
Standard Insurance Co., Inc.
Mobile: 0998 992 0421
Email: mdar@standard-insurance.com
Timeline
Basic Non-Life Insurance Course - IC Exam Accreditation
10-2017
Account Executive
Standard Insurance Co., Inc.
10.2016 - Current
Bachelor of Science - Business Administration Marketing Management