MAE ANN TARAN ARRABIS
LAPU-LAPU CITY (OPON)
Summary
To be a preeminent catalyst wherein I can put all the knowledge and skills I have acquired and become an exceptional individual who will bring the company into an exemplary position. To seek a permanent and stable job wherein I could dwell and do my utmost excellence.
Overview
3
3
years of professional experience
Work History
Financial Planning Assistant
Blue Financial (Australian Based)
11.2024 - Current
- This role supports clients by delivering high-quality, detail-oriented work with quick turnaround times. The FPA is responsible for a range of administrative tasks, including preparing insurance premium quotes and estimates, while maintaining strong client communication and proactive follow-up.
- Main Tasks:
- 1. Client Setup & Data Entry:
- Accurately input client information into financial planning software, ensuring data integrity and timely updates.
- 2. Product Comparison Reports:
- Gather detailed client portfolio information through digital correspondence with insurance and investment companies, creating comprehensive product comparison reports.
- 3. Document Creation:
- Draft client questionnaires, portfolio reports, and other essential documents, maintaining clarity and professionalism.
- 4. Document Preparation:
- Prepare various forms, templates, and application documents, ensuring all materials are complete and ready for submission.
- 5. Insurance Premium Estimates & Quotes:
- Utilize specialized software to generate precise insurance premium estimates and quotes, ensuring accuracy in calculations and alignment with client needs.
- 6. Application Forms & Presentations:
- Prepare application forms, reports, and mindmap presentations, ensuring a polished and professional final product.
- 7. Application Follow-up:
- Submit application forms, track progress, and follow up on insurance underwriting, medical assessments, and other related processes to ensure timely completion.
Customer Service Representative (Healthcare)
Foundever Company (Sitel/Sykes)
02.2024 - 11.2024
- My main task is processing claims and discussing EOBs essential for enhancing patient awareness and engagement in their healthcare journey. By focusing on transparency and understanding, both patients and providers can navigate the complexities of health insurance more effectively, ensuring that patients receive the full range of benefits available to them.
- REASON FOR LEAVING:
- The environment is definitely humane and harmonious and due to this I expected to stay longer but mainly because I am a breadwinner in the family, I need to seek for more stable & high-paying job.
Customer Service Representative (PSCC Account)
Synchrony Global Solutions Philippines Inc.
12.2022 - 06.2023
- I am the individual who aids customers seeking to make purchases using their credit line. In cases where they have exhausted their available credit, I am one of the agents who can authorize additional credit for them.
- During my tenure with this company, I enhanced my proficiency in financial matters. I gained a deep appreciation for the pivotal role of maintaining the confidentiality of customer information, resulting in recognition as one of the top-performing agents.
- REASON FOR LEAVING:
- Due to my studies, I was graduating when I entered this company and was left with no choice as well because I financed my studies so I needed to take risks as a call center agent.
Education
Bachelor of Arts - Political Science
Cebu Normal University
01.2023
Skills
- High intrinsic comprehensive individual
- Versatile
- Effective communicator
- Resourceful problem solver
- Inherent aptitude for leadership
- Good Companion
- Enthusiastically driven to acquire a diverse range of knowledge and skills
- Diligent and committed
- Reliable and accountable
- Law Enthusiast
Accomplishments
- Magna Cum Laude Bachelor of Arts Major in Political Science Cebu Normal University Class of 2023
- Consistent Dean’s Lister Cebu Normal University SY:2019-2023
References
- SANTE NINO CAYACAY , Corporate Trainer Fusion BPO Services Inc, cayacay@fusionbposervices.com, 0961-650-5740, Fusion Services
- PRINCESS FAITH, PEREZ, Customer Service Representative, princessfaithperez07@gmail.com, 0927-863-6946, TechMahindra
Timeline
Financial Planning Assistant
Blue Financial (Australian Based)
11.2024 - Current
Customer Service Representative (Healthcare)
Foundever Company (Sitel/Sykes)
02.2024 - 11.2024
Customer Service Representative (PSCC Account)
Synchrony Global Solutions Philippines Inc.
12.2022 - 06.2023
Bachelor of Arts - Political Science
Cebu Normal University