Customer Service Insurance

MA. BERNADETTE J. MORADA

Blk ** Lot ** Mt. Arayat St. Cresta Verde Subd., Novaliches, Q.C.

9385753 / 092******** / 090********

***********@*****.***

OBJECTIVE

To gain professional experience that would allow me to integrate academic

theories acquired in school with real life exposure and to enhance all the

skills I have learned in school.

EDUCATIONAL BACKGROUND

2001 - 2006 Miriam College (College-Communication Arts)

1997 - 2001 Mater Carmeli School (High School)

1991 - 1997 Mater Carmeli School (Elementary)

WORKING EXPERIENCE

Harvester Insurance Brokers, Inc. (Account Executive)

January 16, 2014 to September 16, 2014

- Handles Property Insurance and Fire Insurance as the in house Broker

of Universal Harvester, Inc.

- Coordinates with various insurance companies on the insurance

requirements of the mother company. Prepares comparative analysis on

the quotations gathered and present recommendations to the Owner of

the company.

PNB General Insurers Co., Inc. (Marketing Specialist)

October 19, 2012 - January 8, 2014

- Visit/Solicit requests from Brokers for insurance placements on the

property insurance lines for quotation/rating of the Unit Heads and

Underwriters.

- Prepare and finalize proposals, reports, letters, memoranda and other

correspondences, monthly production reports for approval of Unit Head.

- Prepares PAR (Policy Action Report) in the issuance of policies

(new/renewals), request for all types of policy modifications and/or

endorsements and coordinate with the Policy Issue personnel for same

to be immediately transmitted to concerned brokers.

- Responsible in coordinating with Units/Departments concerned in

various requests of Brokers such as Policy Issue, Collections,

Treasury, Accounting, etc.

PNB General Insurers Co,. Inc. (Executive Assistant)

August 16, 2010 - October 18, 2012

- Provides administrative support for the President & CEO.

- Responsible for heavy calendar management, which requires interaction

with both internal and external executives and assistants to

coordinate executive meetings.

- Handles a wide range of administrative and executive support-related

tasks with other Divisions/Departments; Performs clerical,

administrative and secretarial duties.

- Facilitates in organizing marketing campaigns, Brokers and Agents

Appreciation Night, from conceptualization up to implementation for

intermediaries; Also facilitates in organizing company outings and

Christmas parties.

- Arranges travel schedule and reservations for Executive Management as

well as incentive tours for intermediaries.

- Perform other functions that may be assigned by the President & CEO

from time to time.

Federal Phoenix Assurance Co., Inc. (Division Coordinator- Sales &

Marketing)

March 28, 2007 - August 6, 2010

- Assist the Division head in the administration of the division,

preparing internal and external correspondences, and manually and

electronically keep, update and maintain all the Division's files and

records making sure they are properly organized and kept.

- Basic office tasks such as typing, filing and communications, arrange

staff meetings, make business related travel accommodations,

coordinates schedules and appointments for Division head.

- Performs Insurance Commission liaison work and secure agents &

agencies license.

- Facilitates in organizing marketing campaigns from conceptualization

up to implementation for insurance agents and agencies.

- Handles division functions (i.e. Agents Christmas Party, recognitions,

etc.) reservations, invitations and preparations.

Winville Development Corporation (Admin Assistant)

July 10, 2006 - October 31, 2006

- Office work such as answering phone calls, making outgoing calls,

filing of documents, photocopying of documents, sending fax messages,

giving information to callers about the company and its' projects, and

other duties that may be assigned from time to time.

PERSONAL DETAILS

Gender: Female

Date of Birth: November 9, 1984

Age: 30 years old

Marital Status: Married

Nationality: Filipino

OTHER SKILLS

Computer Software: Adobe Photoshop (Basic), MS Word, MS Powerpoint, MS

Excel

Communication Skills: interacting and dealing with people, customer service

Interpersonal/ Social Skills

Administration Skills: typing, encoding, filing

REFERENCES:

Mr. Felixberto C. Borja - FVP- PNB General Insurers Co., Inc.

Contact details: 091********

Mr. David Red B. Dizon - Manager - Charter Ping-An Corporation

Contact details: 091********

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