Macy Marie Sabillano

1. Review Preparation:

• Creating Pre-Meeting documents for Annual and Mid-Year Face-to-Face and Electronic Reviews.
• Generating Platform Reports for Super, Pension, and Investment accounts.
• Preparing Asset Allocation Spreadsheets and Records of Advice for client signatures.

2. Preparing Financial Disclosure Statement:

• Compiling consent fees from the platform portal for client signatures. 3. Document Management:
• Preparing File Notes and Financial Modelling Documents.

4. Appointment Management:

• Sending Calendly invites for Annual and Mid-Year Face-to-Face meetings or scheduling appointments.

5. Insurance Renewal Analysis / Insurance Renewal Table Fee Comparison:

• Generating comparisons for insurance renewal fees and benefit amounts.

6. Post-Meeting Review and Execution:

• Uploading and submitting signed Platform Advice Fee Consent.
• Confirming Platform Advice Fee acceptance by the Platform.
• Executing trades as necessary.

• Supported successful client meetings by preparing detailed agendas, relevant documents.
• Optimized use of CRM software for better tracking of client interactions and improved overall organization.
• Enhanced client relationships through regular communication, addressing concerns, and providing updates on their financial progress.
• Managed client issues and returned calls and emails.

• Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
• Provided exceptional support during annual open enrollment periods, guiding customers through plan selection processes effectively.
• Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
• Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
• Verified client information by analyzing existing evidence on file.
• Checked documentation for accuracy and validity on updated systems.
• Prepared insurance claim forms or related documents

• Utilized CRM software efficiently, updating customer profiles accurately during each interaction.
• Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.
• Recommended travel insurance plans to customers to reduce uncertainty and risk of financial loss.
• Handled escalated customer complaints effectively, leading to satisfactory resolutions for both the client and the company.
• Achieved high-quality service by adhering to company policies and procedures during each interaction.
• Exceeded first-call resolution targets by actively listening to customers'' concerns and addressing them thoroughly.
• Detailed payment options and explained price, receipt and billing details to customers.
• Maintained accurate records of bookings, payments, and client information for smooth operations and future reference.
• Negotiated with vendors to secure competitive rates, resulting in cost-effective travel options for clients.
• Educated clients on destination-specific considerations such as customs regulations, local attractions, or cultural norms to enhance their overall experience abroad.
• Assisted clients in navigating visa requirements and other travel documentation, minimizing potential issues during their trips.
• Organized trips for individual, family and business travelers.