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Insurance City

Location:
Batangas, CALABARZON, Philippines
Posted:
February 21, 2015

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Resume:

IRISH MAE S. OMA A

#* ***** *******, ****, ***** City

092*-***-**** / (082-***-****

E-mail: acoev9@r.postjobfree.com

WORKING EXPERIENCE

PHILPACIFIC INSURANCE BROKERS & MANAGERS, INC.

Davao City

Account Executive, February 2012 - present

. Solicited new/penetrate existing accounts, conducted Client

presentations to discuss insurance coverage/insurance requirements.

. Market canvass.

- Negotiated with the underwriters to get good terms. Prepared or

designed insurance program and middle managed between the

insurance company and the clients. Acted as primary coordinator

for quotations/placements - negotiated coverage and pricing with

Insurers.

- Developed analysis of results of market placements and prepared

plans best suited to Clients' requirements.

. Proposed renewal terms and conditions, seek renewal confirmation and

requested policy issuances to insurance companies.

. Handled insurance claims. Assisted Clients' in the formulation,

documentations, submission and settlement of claims.

. Maintained and updated Client information and payments made to the

company.

. Determined premiums, arranged for billings, and collect premium

payments/deposits and commissions due.

. Handled customer complaints, queries and concerns about billing

statement, insurance policies, other insurance requirements and claims

filed.

BDO INSURANCE BROKERS AND MANAGERS, INC.

Davao City

Account Broker, April 2010 to February 2012

. Market canvass.

- Negotiated with the underwriters to get good terms. Prepared or

designed insurance program and middle managed between the

insurance company and the clients. Acted as primary coordinator

for quotations/placements - negotiated coverage and pricing with

Insurers.

- Developed analysis of results of market placements and prepared

plans best suited to Clients' requirements.

. Proposed renewal terms and conditions, seek renewal confirmation and

requested policy issuances to insurance companies.

. Maintained and updated Client information. Booked insurance policies

in the system within the standard turn around time (TAT).

. Determined premiums, arranged for billings. Explained to the customer

the payment options and terms of services.

. Handled customer complaints and concerns about billing statement, and

insurance policies and other insurance requirements.

PHILPACIFIC INSURANCE BROKERS & MANAGERS, INC.

Davao City

Client Servicing Assistant, November 2006 to March 2010

. Market canvass.

- Negotiated with the underwriters to get good terms. Prepared or

designed insurance program and middle managed between the

insurance company and the clients. Acted as primary coordinator

for quotations/placements - negotiated coverage and pricing with

Insurers.

- Developed analysis of results of market placements and prepared

plans best suited to Clients' requirements.

. Assisted the Group Head in all marketing functions. Conducted Client

presentations to discuss insurance coverage/insurance requirements.

. Proposed renewal terms and conditions, seek renewal confirmation and

requested policy issuances to insurance companies. Monthly monitoring

of renewal business.

. Handled insurance claims. Assisted Clients' in the formulation,

documentations, submission and settlement of claims.

. Maintained and updated Client information and payments made to the

company.

. Handled customer complaints and concerns about billing statement,

insurance policies, and claims filed.

. Developed and presented forecasts of sales and budget within a year.

Prepared detailed monthly reports of production, aging and collection.

. Monitored and handled petty cash, and daily office expenses.

. Cashiering. Collected insurance premiums and commissions. Issuance of

official receipts/provisional receipts and prepared deposits for the

collections.

SCHOOL OF APPLIED ECONOMICS / GERRY ROXAS FOUNDATION, INC. Davao

City

University of Southeastern Philippines

Cross tabulation of data/ data processing, July to September 2006

. Encoded data.

. Run data using statistical tools and submit results to immediate

superior for evaluation and interpretation of results

LAPANDAY AGRICULTURAL AND DEVELOPMENT CORPORATION Davao City

Practicum student (On-the-Job Trainee), April to May 2005

. Encoding, sorting and compiling data

. Operates a variety of standard office equipment such as telephone,

photocopier, fax machine and etc.

. Data Gathering. Conducted research study regarding wages of

employees.

EDUCATION

UNIVERSITY OF SOUTHEASTERN PHILIPPINES-SCHOOL OF APPLIED ECONOMICS - Bo.

Obrero, Davao City

Bachelor of Science in Economics, April 2006

. Thesis: "Estimation of Rice Production Function in the Philippines

Using Box-Cox Transformation". Presented at the 7th Student-Faculty

Conference on Statistical Sciences, UP Diliman, Quezon City, November

25, 2006

. Certificate of Recognition (Best in Quantitative Techniques - Class

Agila), School of Applied Economics, March 2006

. Dean's List (for obtaining a weighted average of greater than 1.75

for the second semester, academic year 2002-2003)

. Dean's List (for obtaining a weighted average of greater than 1.75

for the first semester, academic year 2003-2004)

. Dean's List (for obtaining a weighted average of greater than 1.75

for the second semester, academic year 2004-2005)

. Participant, Inter-College Statistical Quiz Bowl, USeP-Obrero,

September 2002

. Participant, 7th Inter-Collegiate Finance Competition, Mindanao

Regional Elimination Round, Financial Executives Institute of the

Philippines (FINEX), September 2005

. Staff, The Egalitarian, SAEc Official Yearbook, 2005-2006

. Member, Applied Economics Society (AECONS), 2002-2006

. Member, Davao Federation of Economics Societies, 2003-2006

. Class Treasurer, First Year 1st-2nd semester, 2002-2003

. Auditor, SAEc Local Council, 1st-2nd semester, 2004-2005

CONVENTIONS/SEMINARS ATTENDED

. FINANCIAL WELLNESS, October 02, 2014 at Casino Espa ol, Cebu City

. PROJECTING THE CORPORATE IMAGE, July 26, 2014 at Apo View Hotel,

Davao City

. FISH SEMINAR by Performex, August 10, 2014 at Mandarin Hotel, Cebu

City

. ENGINEERING LINE OF INSURANCE by Philippine Machinery Management

Services Corporation, October 2012 at Diamond Suites and Residences,

Cebu City

. TRAINING ON PROPERTY, CGL AND ENGINEERING LINES, Philinsure In-house

Training, May 2012 at Philinsure Cebu Office, Cebu City

. ADVANCED MICROSOFT EXCEL CAPABILITIES TRAINING, March 2012 at Casino

Espa ol, Cebu City

. SPIRIT OF ENTERPRISE WORKSHOP, January 2012 at Radisson Blu Hotel,

Cebu City

. BASIC NON-LIFE INSURANCE COURSE, ranked 1st Place, August 2007 at Apo

View Hotel, Davao City

. PRE-EMPLOYMENT SEMINAR FOR LOCAL APPLICANTS (PESLA) by Department of

Labor and Employment, R-XI (DOLE), February 2006 at Davao City

. "YOUTH FORUM 2005: YOUTH! SA IISANG KILOS, ANGAT TAYO," by National

Youth Commission and Community Business Development Center-Davao

City, July 2005 at Davao City

. WIWAG BUSINESS WEEK by HOLCIM Philippines, Inc. and Education for

Youth Enterprise Foundation, Inc., April 2005 at Davao City

SKILLS AND COMPETENCIES

. With knowledge in insurance, claims handling, cashiering. With over 5

years of experience in insurance broking - marketing, client

servicing, claims handling and cashiering. Computer literate (MS

Word, Excel, Powerpoint, SHAZAM, STATA, SPSS).

REFERENCES

Ms. Delsa Oberez-Guden

Asst. Manager

Malayan Insurance Co.

J.P. Laurel Ave., Lanang, Davao City

Tel. No. (082-***-****

Mobile: 092*-***-****

Ms. Amelia Monton

Account Officer

BDO Insurance Brokers, Inc.

C.M. Recto Ave., Davao City

Tel. No. (082-***-****

Mr. Elmo Bontuyan

AVP for Mindanao

Philfirst Insurance

Tel. No. (082-***-****

Mobile: 092*-***-****

Mr. Dany Pastoril

Consultant - Mindanao Operations

PhilPacific Insurance Brokers and Managers, Inc.

R. Magsaysay Ave., Davao City

Mobile: 092*-***-****



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