Trisha Chavez
Quezon City, Metro Manila
Summary
A well-rounded professional with experience as a licensed financial advisor, service crew member, and administrative aid. Specialized in providing personalized financial solutions, fostering client relationships, and achieving targets in the financial sector. Customer service background has honed the ability to thrive in fast-paced environments and deliver excellent result. Skilled in administrative tasks, including managing schedules, inquiries, and workflows to ensure smooth operations. Dedicated and adaptable, able to bring a strong work ethic and a results-driven mindset to every role.
Overview
2
2
years of professional experience
Work History
Insurance Agent
Allianz PNB Life
07.2024 - Current
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Service Crew Member
McDonald's
11.2023 - 07.2024
- Enhanced customer satisfaction by providing efficient and friendly service.
- Collaborated with team members to meet high standards of service during peak hours.
- Developed strong multitasking abilities while managing multiple responsibilities simultaneously during high-pressure situations.
- Prepared food items accurately and quickly, adhering to strict food safety guidelines.
- Operated cash registers and POS systems, handling over 13, 000 php in cash daily.
- Maintained a clean and organized work environment for improved customer experiences.
- Kept customers and crew areas organized.
- Handled cash transactions responsibly, ensuring accurate accounting for daily sales.
- Contributed to the achievement of sales targets through upselling food items when applicable.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Administrative Assistant
Western Mindanao State University
09.2022 - 05.2023
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
Education
Bachelor of Science - Social Work
Western Mindanao State University
Zamboanga City05-2024
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Upselling
- Data entry
- Critical thinking
- Client prospecting
- Client relations
Timeline
Insurance Agent
Allianz PNB Life
07.2024 - Current
Service Crew Member
McDonald's
11.2023 - 07.2024
Administrative Assistant
Western Mindanao State University
09.2022 - 05.2023
Bachelor of Science - Social Work
Western Mindanao State University
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