Vincent Ritz G. Tacmo
Learning Specialist
Minglanilla
Summary
To apply as a learning supervisor and to use my years of experience as a learning specialist to help manage a Line of Business in my existing account.
Overview
8
8
years of professional experience
Work History
Learning Specialist
FOUNDEVER
03.2020 - Current
- Conducting classroom training, both in person and potentially online, to effectively teach call center representatives the necessary skills and knowledge.
- Set up visual aids, equipment, and classroom displays to support lesson delivery.
- Assessing employee performance during training, and providing feedback to identify areas for improvement and development.
- Providing coaching and support to representatives to enhance their skills, address performance gaps, and ensure they are equipped to handle customer interactions effectively.
- Working closely with call center managers, quality assurance teams, and other stakeholders to identify training needs, and ensure alignment with business goals.
- Maintaining training records, schedules, and other administrative duties related to training programs.
Insurance Adviser
MANULIFE
11.2018 - 11.2019
- Company Overview: Manulife Philippines
- Provide financial advice to clients on retirement planning, investing, and protecting against risks.
- Entertain clients, answer questions, discuss insurance options, analyze customers' incomes and expenses, research life insurance opportunities and create customized plans.
- Help clients figure out how much insurance they can afford, as well as how much coverage they need to ensure their loved ones will be cared for upon their death.
- Openly search for potential new clients through social media outlets and phone calls.
Customer Service Representative
CONCENTRIX
11.2017 - 05.2018
- Resolve customer complaints via phone.
- Greet customers warmly and ascertain problem or reason for calling.
- Cancel or upgrade accounts.
- Assist with placement of orders, refunds, or exchanges.
- Advise on company information.
- Suggest solutions when products malfunction.
- Inform customer of deals and promotions.
- Sell products and services.
- Handle changes in policies or renewals.
- Utilize computer technology to handle high call volumes.
- Work with customer service manager to ensure proper customer service is being delivered.
Education
Certificate of Completion - Performing Arts Scholarship Program
Guang Ming Institute of Performing – Arts
06.2020
Bachelor of Science and Business Administration - Financial Management
University of San Jose – Recoletos
Cebu City, Province Of Cebu, Philippines 04.2001 -
Secondary - undefined
University of San Jose – Recoletos
03.2014
Elementary - undefined
University of San Jose – Recoletos
03.2010
Skills
- Interpersonal Skills
- Analytical Skills
- Classroom Management
- Training Delivery
- Coaching and Skill Development
- Product Knowledge
- Time Management
- Organizational Skill
- Proficiency with the following applications:
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Proficient English Speaker
References
Eugene, Gador, Chief, LTO Licensing Department, 0917 4819275, Mandaue City, Cebu
Affiliations
- 2014 to 2016 - Member, Junior Confederation of Finance Association of the Philippines
- 2014 to 2016 - Member, Junior Finance Executives
- 2019 to Present - Member, San Hao Theatre
Training
- An Evolution of How Money Works through Financial Education in the Heights of Technology
- University of San Jose – Recoletos, Minglanilla Street, 6000 Cebu City, January 22, 2017
- Financial Literacy, Intelligence and Grasp in the Heights of Technology
- Center for Performing Arts, University of San Jose – Recoletos, October, 2016
- Lecture Series on BSP and PSE
- Center for Performing Arts, University of San Jose – Recoletos, February, 2016
- Finance Leader’s Congress
- Center for Performing Arts, University of San Jose – Recoletos, October, 2015
Accomplishments
Certificate of Recognition: Top Trainer for the Month of January 2025
Timeline
Learning Specialist
FOUNDEVER
03.2020 - Current
Insurance Adviser
MANULIFE
11.2018 - 11.2019
Customer Service Representative
CONCENTRIX
11.2017 - 05.2018
Bachelor of Science and Business Administration - Financial Management
University of San Jose – Recoletos
04.2001 -
Secondary - undefined
University of San Jose – Recoletos
Elementary - undefined
University of San Jose – Recoletos
Certificate of Completion - Performing Arts Scholarship Program
Guang Ming Institute of Performing – Arts
Similar Profiles
Lewis WillicottLewis Willicott
Subject Matter Expert at FoundeverSubject Matter Expert at Foundever
Dustin WalkerDustin Walker
Senior Operations Director at FoundeverSenior Operations Director at Foundever
Markeshia DavisMarkeshia Davis
PCA at FoundeverPCA at Foundever
MARY PRINCESS BANAGMARY PRINCESS BANAG
Guest Communication Specialist at Virtual AssistantGuest Communication Specialist at Virtual Assistant
Janine Angeli G. SarmientoJanine Angeli G. Sarmiento
Loans and Credit Officer II at Development Bank of the PhilippinesLoans and Credit Officer II at Development Bank of the Philippines