Rhea Camille Palomar
Unit Manager
Mandaue City, Province Of Cebu
Summary
Dedicated and results-driven professional with 15 years of combined experience in the financial services industry, encompassing roles as an Insurance Agent, Insurance Manager, and Banker. Adept at building and nurturing client relationships, analyzing financial needs, and providing tailored solutions. Proven track record of exceeding sales targets and leading teams to success.
Overview
14
14
years of professional experience
3
3
Certifications
9
9
years of post-secondary education
Work History
Unit Manager
AXA Phlippines
01.2023 - Current
- An insurance manager oversees all aspects of an insurance business, including sale strategies, manage the team of insurance agents, monitor their performance, set targets and ensure the profitability of the insurance business.
- An insurance manager helps to supervise daily operations at an insurance organization. From team management to conflict resolution, your responsibilities will ensure that financial advisors are motivated and tasks are completed on time and without error.
- An insurance manager oversees the processing of insurance claims to ensure the procedure is handled efficiently, accurately, and in a manner that protects the interests of the insured parties while also providing satisfactory customer service.
Senior Financial Advisor
PRU Life UK
10.2014 - 08.2022
- Developed and maintained strong client relationships through personalized service and ongoing communication.
- Conducted comprehensive financial analyses to assess clients' insurance needs and recommend appropriate products.
- Led a team of insurance agents, providing guidance, training, and support to maximize their potential.
- Implemented effective marketing strategies to generate leads and expand the client base.
- Collaborated with underwriters and other professionals to ensure timely processing of policies and claims.
- Stayed updated on industry trends, regulations, and product offerings to provide informed advice to clients.
Marketing Assistant
BDO Unibank
04.2010 - 03.2015
- Managed a portfolio of clients, offering a range of banking products and services to meet their financial goals.
- Advised clients on various banking products, including savings accounts, loans, mortgages, and investment options.
- Cultivated strong relationships with clients, earning their trust and loyalty through exceptional service.
- Analyzed financial data to assess clients' eligibility for loans and other credit facilities.
- Collaborated with internal departments to address client inquiries, resolve issues, and ensure a seamless banking experience.
Education
Bachelor of Science - Management Accounting
University of San Carlos
Cebu City, Province Of Cebu, Philippines 06.2005 - 03.2010
High School Diploma -
Sto. Tomas College
Danao City, Cebu, Philippines 06.2001 - 03.2005
Skills
Accomplishments
- 2023 - Xceeding Xcellence Awardee
- 2022 - National Achievers Club Qualifier
- 2021 - National Achievers Club Qualifier
- Life Club Qualifier
- 2020 - National Achievers Club Qualifier
- Protection Drive: Australia Qualifier
- PRU Service Mark Awardee
- Core Producer's Club Awardee
- Branch case counter of the year
- 2019 - National Achievers Club Qualifier
- Protection Drive: New Zealand Qualifier
- PRU Orphan Guardian Awardee
- 2018 - National Achievers Club Qualifier
- Protection Drive: Nagoya, Japan Qualifier
- PRU Orphan Guardian Awardee
- 2017 - National Achievers Club Qualifier
- Life Club: Madrid, Spain Qualifier
- PRU Orphan Guardian Awardee
- 2016 - National Achievers Club Qualifier
- Million Dollar Round Table (MDRT) Qualifier
- Agency Convention: Hong Kong Qualifier
- PRU Orphan Guardian Awardee
- 2015 - National Achievers Club Qualifier
- Star Club: Vienna Austria and Salzburg
- Agency Convention: Gold Coast, Australia
- Agency Convention: Palawan, Philippines
- 2014 - BDO Circle of Excellence Awardee
Certification
Licensed Insurance Agent (Traditional)
Timeline
Unit Manager
AXA Phlippines
01.2023 - Current
Senior Financial Advisor
PRU Life UK
10.2014 - 08.2022
Marketing Assistant
BDO Unibank
04.2010 - 03.2015
Bachelor of Science - Management Accounting
University of San Carlos
06.2005 - 03.2010
High School Diploma -
Sto. Tomas College
06.2001 - 03.2005
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