Broderick James "Trish" Fiesta
43B, General Street, Brgy. Holy Spirit, Quezon City
Summary
I am a talented, ambitious and hardworking individual with broad skills and experience in basic Life Insurance and Retirement Plan Services. Adapt at developing profitable and quality-focused processes.
Overview
8
8
years of professional experience
Work History
Customer Service Professional
Manulife Business Processing Services
09.2016 - 04.2019
- Assisted customers by answering questions and responding to inquiries.
Client Account Representative
John Hancock Retirement Plan Services
04.2019 - 10.2023
- Collaborated with clients to develop customized investment portfolios.
- Monitored and updated financial plans to comply with client goals.
- Educated clients on financial topics and best practices.
- Advised clients on investments, retirement planning.
Client Service Specialist
Manulife Singapore
10.2023 - 12.2024
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Responded to customer requests for products, services, and company information.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
Education
Bachelor of Arts - Mass Communication
Far Eastern University
Sampaloc, Metro Manila04-2015
Skills
- Customer Service
- Relationship Management
- General Life Insurance Knowledge
- General Retirement 401(k) plan
- Analytical Ability
- Active Listening and Responsiveness
Extra-Curricular Activities
Member of MBPS Dance Troupe, 2017-2019 Performer at Performers Night and Annual Review, 2017-2019 Participant in MBPS Sports Festival, 2017-2019 Participant in MBPS Year End Party, 2017-2019 Performer at the Pride Pageant - Fund Raising Festival, 2017 Speaker: Transitioning to Womanhood, 06/01/22
Timeline
Client Service Specialist
Manulife Singapore
10.2023 - 12.2024
Client Account Representative
John Hancock Retirement Plan Services
04.2019 - 10.2023
Customer Service Professional
Manulife Business Processing Services
09.2016 - 04.2019
Bachelor of Arts - Mass Communication
Far Eastern University
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