Customer Service Life Insurance

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JOANNA B. BALORIA

*A **** Madre Perla Street,

San Andres Bukid, Manila Philippines

Mobile: 091******** / 02-9663851

Email: *************@*****.***

Professional Profile

. Demonstrated ability to work in highly stress environments to beat

deadlines and produce effective results.

. Motivated and enthusiastic self-starter, effective team player, multi-

tasker with a "can do" attitude and an independent employee.

. Ability to apply critical thinking problem solving skills to all

assigned works.

. Recognized for exceptional customer service, professionalism and

competency.

. Demonstrated ability to operate several computer applications.

. Proactive individual with great attitude and passion for helping

people.

Education

Philippine College of Health & Sciences

Bachelor of Science in Nursing 2004 -

2007

Philippine School of Business Administration - Manila

Bachelor of Science in Business Administration

1995 - 1999

1 Major in Marketing

Professional Experience

AXA Philippines - Life Insurance and Investments December 2012

- present

Financial Advisor

. Selling Life Insurance and Investments

. Handling group accounts

. Conducts appointment setting

. Provides financial need analysis

. Plan, organize and execute product presentation

. Maintain confidentiality and accuracy of customer's details and

contacts

. Provides appropriate information on current coverages, status and

trends

. Provides marketing feedback on products and competitor's activity

. Provides aftersales customer service (claims, maturity)

. Constantly endeavor to improve product knowledge, customer service and

selling skills at company standards in order to deliver appropriate

information to clients effectively and professionally

Toyota Makati, Inc. July 2010 - August

2012

Marketing Professional

. Attained monthly sales / target

. Activities (group saturation, mall displays, caravans)

. Plan, organize and execute product presentation

. Observe and monitor competitor activities executed and identify

appropriate counter strategy.

. Constantly endeavor to improve product knowledge, customer service and

selling skills at company standards in order to deliver appropriate

information to clients effectively and professionally

. Assist clients on automotive check up, claims and other concerns

. Provide aftersales customer service

BDO Insurance Brokers, Inc. March 2009 -

July 2010

Senior Account Broker

. Marketing new accounts, handling inquiries

. Prepares quotation, proposal, placements to insurance companies and

booking of accounts ; generate renewal advice

. Coordinates and negotiates best rates, terms and conditions to

insurance companies

. Checks accuracy of the policy details

Banco De Oro Universal Bank May 2001 - March 2009

Executive Secretary to First VP

. Personal secretary to First VP of the Bank

. Excellent attention to details

. Manage scheduling of meetings and appointments with officers and

clients

. Monitor timely submission of reports, as well as follow up

. Dealing with correspondence, collating information, writing reports,

ensuring decisions made are communicated to the relevant people

Seminars and Trainings Attended

. Licensed Agent

. Traditional Life Insurance

. Variable Life (Investment Linked-Products )

. Advanced Course on Motor Insurance

Insurance Institute for Asia and the Pacific, Inc. - Makati City

May 12 - 27, 2009

. Basic Non - Life Insurance

Insurance Institute for Asia and the Pacific, Inc. - Makati City

January 19, 2009 - February 10, 2009

JOANNA B. BALORIA

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