Loven Joy Penero - Basilio
Tarlac,Central Luzon (Region III)
Summary
Results-oriented professional skilled in sales strategy and customer engagement. Drives client consultations and develops marketing materials to enhance service offerings. Experienced in administrative tasks, including email management and scheduling. Strong communicator with proficiency in office software, capable of multitasking to meet deadlines while ensuring confidentiality and reliable support.
Overview
2
2
Languages
13
13
years of professional experience
Work History
Virtual Assistant
Signature Limousine Services
08.2025 - Current
- Handled direct client communications, including inbound and outbound calls for transportation reservations using the high-level Limo Anywhere system.
- Handled incoming calls and emails to provide effective client and customer support, addressing inquiries and concerns promptly while ensuring round-the-clock care.
- Delivered exceptional client service with professionalism and attention to detail.
- Reviewed and organised email inboxes to streamline communication and enhance responsiveness to client inquiries, prioritising messages for timely responses.
- Prepared and sent professional quotations to clients while ensuring accurate data encoding and status updates in the system.
- Modified and managed reservations, processed secure credit card transactions, and verified card validity.
- Managed all payment processing, invoicing and collections tasks.
- Processed customer payments via cash, credit card, and direct debit, maintaining accurate transaction records.
- Generated monthly billing statements and dispatched them to clients, facilitating timely payment collection.
- Managed a well-organised calendar to coordinate team meetings, appointments, and travel schedules effectively. covering team meetings, trips and appointments.
- Administered routine office tasks to improve organisational efficiency and support team productivity, improving overall business efficiency.
- Facilitated client correspondence to maintain strong relationships and enhance communication efficiency. and internal communications in a professional manner.
- Engaged with partner companies to explore collaboration opportunities and expand service capabilities, identifying potential tie-ups and service offerings.
- Designed and distributed marketing materials, including social media content and posters, to promote services and attract new clients.
Freelance Sales Agent
Maxicare Health Benefit Associate
05.2022 - Current
- Achieved annual sales targets through effective promotion and closing of Maxicare health benefit plans.
- Advised clients on optimal Maxicare plans through comprehensive needs assessment and tailored consultation.
- Performed client prospecting and lead generation to acquire new individual and corporate accounts.
- Managed group accounts, coordinating government requirements and completing all necessary documentation and enrolment forms.
- Ensured clients were updated on payment schedules, assisted with billing concerns, and actively managed policy renewals for the succeeding year.
- Conducted KYC (Know Your Client) procedures to ensure accurate client profiling and compliance.
- Created marketing materials and promotional content for posting on social media platforms to support brand visibility and sales growth.
Freelance Financial Advisor
Allianz PNB LIFE
12.2021 - 02.2025
- Assessed client profiles to recommend insurance products aligned with their goals and financial capacity.
- Conducted Know Your Customer (KYC) processes, ensuring accurate profiling, financial goal assessment, and payment capacity evaluation.
- Verified client financial status and ensured compliance with anti-money laundering (AML) regulations.
- Reviewed client eligibility for insurance policies and ensured seamless post-transaction processing, enhancing client satisfaction and retention.
- Scheduled client appointments and delivered tailored financial literacy education, empowering Filipino clients to make informed financial decisions.
- Executed targeted marketing and advertising strategies, successfully attracting and engaging potential customers.
Fraud Analyst II
Support Ninja
05.2023 - 12.2024
- Identified fraud trends by analyzing account activity and transaction patterns.
- Prevented and detected risks and fraudulent activities, safeguarding company operations.
- Investigated and resolved fraud cases, ensuring thorough documentation of findings and risk assessment.
- Generated Suspicious Activity Reports (SARs) and risk management reports on a regular basis.
- Conducted risk assessments for accounts and prepared risk acceptance documentation.
- Maintained and enhanced fraud analysis models to improve system efficiency and effectiveness.
- Recommended and implemented standards, policies, and procedures, enhancing compliance and operational integrity.
- Ensured alignment of security standards with BPO operational processes.
- Documented process flow changes within Oversaw business process outsourcing operations operations for compliance and accuracy.
- BPO
Bancassurance Sale Executive
BPI- AIA
06.2018 - 09.2021
- Marketed to new clients and strengthened relationships with existing customers by promoting relevant additional products and services.
- Built and maintained strong partnerships between BPI clients and bank partners to ensure excellent client service.
- Assisted clients with banking concerns, delivering tailored financial planning advice to enhance client satisfaction.
- Monitored and tracked policy delivery from courier to client, ensuring timely and accurate fulfillment.
- Managed reporting, planning, and administrative tasks for client plans and purchased policies, ensuring accurate documentation and efficient processes.
- Conducted training sessions for newly hired employees to support onboarding and skill development.
- Reported directly to the Manager, providing updates on operations, client status, and sales activities.
Technical Support
Sutherland Global Services
05.2013 - 10.2014
- Managed incoming calls from U.S.-based clients, resolving software and hardware concerns efficiently.
- Diagnosed and troubleshot technical issues, including account setup, system errors, and network configuration.
- Identified technical issues and delivered effective solutions to enhance customer satisfaction and ensure timely issue resolution.
- Promoted, sold, and upgraded Microsoft Office products, driving product adoption and sales growth.
- Oversaw business process outsourcing operations, ensuring seamless support and service delivery.
Education
Bachelor of Science - Tourism Management
Angeles University Foundation College
04-2011
Skills
- Client relationship management
- Customer service
- Sales and Marketing
- Payment processing
- Data encoding
- Email management
- Appointment scheduling
- Schedule management
- Time management
- Appointment setting
- Microsoft Office
- Microsoft Office proficiency
- Spreadsheet creation
- Canva
- Marketing material development
- Social media marketing
- Fraud detection
- Event management
- Event planning
- Tour package management
- Travel management
- Financial documentation
- Insurance policy management
- Insurance validation
- Attention to detail
- Detail - Oriented
- Communication Oral & Written
- Service-orientated
- Call handling
- Client relations
- Appointment setting
- Timekeeping
- Photo and video editing
- Basic graphic design
- Business marketing ads
- Online meeting tools
- Timekeeping
- Basic graphic design
- Event planning
- Insurance policy management
- Attention to detail
- Customer care excellence
- Client appointment coordination
- Insurance validation
Languages
English
Basic Mandarin
Timeline
Virtual Assistant
Signature Limousine Services
08.2025 - Current
Fraud Analyst II
Support Ninja
05.2023 - 12.2024
Freelance Sales Agent
Maxicare Health Benefit Associate
05.2022 - Current
Freelance Financial Advisor
Allianz PNB LIFE
12.2021 - 02.2025
Bancassurance Sale Executive
BPI- AIA
06.2018 - 09.2021
Technical Support
Sutherland Global Services
05.2013 - 10.2014
Bachelor of Science - Tourism Management
Angeles University Foundation College