Insurance City
Resume:
IRISH MAE S. OMA A
#* ***** *******, ****, ***** City
E-mail: *****.*****@*****.***
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*-***-****
Contact this candidate