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Manager Insurance

Location:
Makati, NCR, Philippines
Posted:
May 02, 2016

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Resume:

MARIE ANN CEDEÑO

**** ****** ******,

San Isidro, Makati City,

Philippines

Phone 092********

E-mail acul0l@r.postjobfree.com

Skype: lalacedeno

Highest Education Attained

**** – 1985 University of Santo Tomas, Manila, Philippines

Bachelor of Science in Zoology

Personal Details

Birthdate – 27 July 1964 Place of Birth – Philippines

Religion – Catholic

Languages

English, Filipino

Work experience

July 2012 – present – Mutual Care Insurance, Philippine Branch, Makati City – CTP/Greenslips Specialist/Winbeat Program

Responsibilities:

Obtaining quotations, issuing new and renewal policies/endorsements/cancellations from insurers thru online facility (Sunrise/Winbeat)

Generate weekly reports on Sunrise renewals, unclosed weekly renewals

Recording of claims on Winbeat and Access claim files

May 2012 – July 2012 – Philinsure Insurance Brokers, Makati City, Philippines, Account Excecutive

Handles most of Employee Benefits Department’s correspondence to clients and insurers

Monitors clients’ employee benefits packages by updating records, coordinating with insurers

Preparation of quotations for new business and renewals

2005 – February 2012 – Apex Insurance Broker LTD, Nuku’alofa, Tonga General Manager

Manages brokerage operation and reports directly to Managing Director

Handles existing major corporate clients by regular visits especially prior to renewals or if claims arise.

Monitoring of marketing/sales personnel, including training, delegation of accounts, progress of monthly targets for both new business and renewals

Coordinates with insurers on all aspects of client management, including claims, premium remittance, renewal terms, review of policy documents

Consults with MD on marketing strategies, product promotions, staff incentives etc to boost sales

Coordinates with local banks on their clientele who are required to have insurance cover.

Prepares annual/monthly budgets, weekly/monthly sales reports

And other relevant reports required by MD

1998 – 2005 Apex Insurance Brokers Ltd. Nuku’alofa, Tonga

Manager – Technical Services

Trained in Australia on use of brokers computer program formerly known as HeartBeat.

Trains staff to use broker computer program

Preparation of standard office correspondence to clients, insurers

Coordinates with insurers on matters pertaining to clients’ policy documentation, claims

Accompanies him on his visits to new prospects and existing clients. Assist Managing Director with preparation of quotations and presentation to corporate clients.

Take over handling of corporate clients once account is closed.

1996 – 1998 Smith Bell Insurance Brokers Makati City, Philippines

Assistant Manager – Sales & Marketing

1992 – 1996 Smith Bell Insurance Brokers

Handles corporate clients assigned by doing regular visits, offering other insurance products particularly employee benefit packages, giving assistance on claim lodgments.

Assist VP in monitoring sales personnel’s performance.

Coordinates with Manager of Technical Services on clients’ insurance package/ existing cover

Assistant Manager – Technical Services

1992 – 1993 Smith Bell Insurance Brokers

Lead and manage employee benefits products

Coordinates with employee benefits insurers on quotations for new business and renewal terms for existing ones.

Preparation of EB quotations & presentations to clients

Coordinate with Marketing Department on promotion of EB to new and existing clients

Insurance Officer – Technical Services

1991 – 1992 Smith Bell Insurance Brokers

Preparation of quotations for various products i.e. motor vehicle, home, commercial fire, liability, accident insurance for new business and renewals.

Coordinates with Manager of TSD for work assignments

Secretary to Vice President

Handles secretarial duties for VP.

Follows up renewal instructions from clients assigned to the VP

Assists Claims Department Manager on preparation of correspondence, claims documents to insurers.

1988 – 1991 Makati Insurance Co. Ltd. Makati City, Philippines

Assistant to Manager – Accounting Department

Handles secretarial duties for AM i.e. typing correspondence, preparation of cheque/cash vouchers and cheques

Helps other accounting staff on preparation of accounting reports i.e. reconciliation of cash disbursement books, cheque disbursement books

References

Peseti Ma’afu – Managing Director, Apex Insurance Brokers

Marietta Avis – Smith Bell Insurance Brokers

Special Skills

Administration of Brokers Software program Winbeat

Trainings Attended: General Insurance

Motor Vehicle Designated Course

Marine Insurance Designated Course

Accident and Liability Insurance Designated Course

1991 - 1992

Philippine Insurance Institute

Insurance Marketing

7 July 26 July 1993

Insurance Institute for Asia and the Pacific

Certified Designation Course for Fire Underwriters

9 February – 25 March 1994

Insurance Institute for Asia and the Pacific



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