I am Nathan, a customer-centric professional with 17 years of experience in the Non-Life Insurance Industry. Throughout my career, I have developed a deep passion for enhancing the customer experience, always striving to exceed expectations and deliver exceptional service. My focus is not just on meeting client needs, but on wowing them at every touchpoint, building long-lasting relationships, and ensuring their complete satisfaction.
Overview
17
17
years of professional experience
Work History
Manila Accounts Support Associate
Pioneer Your Insurance & Surety Corporation
08.2008 - Current
Manages client accounts, ensures customer satisfaction, and maintains strong client relationships by handling inquiries, processing transactions, and providing financial advice
Efficiently managed high-volume workload without sacrificing quality or attention to detail, demonstrating strong time management skills.
Increased efficiency and team productivity by promoting operational best practices.
Ensure consistent and efficient assistance to AO in every business transaction by coordinating with Shared Ops.
Monitoring of requests (issuance and UW approval requests)
Prepares new and renewal proposals/quotations across lines
Monitors the branch's common emails and check all emails received within agreed cut-off are attended and referred to appropriate parties
Verifies completeness of issuance requests before endorsing to Shared Ops
Ensures completeness and compliance to govt regulations of customer data before endorsing to Shared Ops
Generates reports (production, AR, expiry, etc) as requested by AO and requests credit term extension
Organizes and safekeeps data according to standard records management process and guidelines
Assist in meeting the renewal ratio through review of accounts for renewal, timely generation and release of renewal notice, and expiry list monitoring
Meet collection targets thru providing assistance to AO in monitoring accounts receivables and other premium collection-related activities (sending of reminders, monitoring of payment application, etc)
Education
Bachelor of Science - Customs Administration
Collegio De Sta. Catalina Alejandria
Dumaguete, Province Of Negros Oriental, Philippines
04-2005
Skills
Client relationship management skills
Good Communication skills
Negotiation skills
Microsoft Office, Excel, Word, Outlook, Power point
Affiliations
President, United Church Men (UCM), Local Church January 2022 – Present Lead monthly meetings, organize church events, and collaborate with church leadership to promote community engagement and outreach.
Vice Chairman, Board of Trustees, Local Church January 2022 – Present Assist in overseeing church operations, contribute to strategic planning, and support the decision-making process for church growth and development.
Timeline
Manila Accounts Support Associate
Pioneer Your Insurance & Surety Corporation
08.2008 - Current
Bachelor of Science - Customs Administration
Collegio De Sta. Catalina Alejandria
Similar Profiles
JAN-JAN ARDIENTEJAN-JAN ARDIENTE
IT Operations Technical Support Staff Assistant at Pioneer Insurance and Surety CorporationIT Operations Technical Support Staff Assistant at Pioneer Insurance and Surety Corporation
Branch Administrative Assistant at BETHEL GENERAL INSURANCE & SURETY CORPORATIONBranch Administrative Assistant at BETHEL GENERAL INSURANCE & SURETY CORPORATION