Assistant Customer

Rosalie C. Orlanes

+639********* Davao City, Philippines 8000

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

PROFESSIONAL SUMMARY

Reliable, energetic and resourceful admin staff with over four years of experience resolving partners’ complaints and promoting conflict resolution. Expertise in client services, account management and relationship-building.

WORK EXPERIENCE

CARD Pioneer Microinsurance, Inc – Davao City, Philippines January 2018 – October 2020 Admin Financial

Reviewed cash advances and liquidations of employees.

Consolidated financial reports for 16 branches.

Trained and equipped 16 branch employees in financial report.

Handled employee concerns in professional manner.

Prepared insurance agents’ incentives and bonuses with accuracy. CARD Pioneer Microinsurance, Inc. – Davao City, Philippines November 2016 – December 2017 Partner Relationship Officer

Received approval authority for claims processing.

Collaborated with team to quickly resolve customer complaints with appropriate action.

Received 100% rating for encoding of customer’s information, processing customer accounts and filed documents.

Boast sales to 30% during the year due to trainings given to insurance agents.

Greeted and welcomed customer with a warm, friendly and positive attitude.

Validated and reviewed claims benefit filed by customers.

Prepared financial report for the branch.

CARD Mutual Benefit Association, Inc. – Misamis Oriental, Philippines May 2016 – October 2016 Sales Admin and Assistant

Promptly respond to customer enquiries in person or via phone, email.

Quickly and efficiently open customer accounts by accurately recording account information.

Maintain financial accounts by processing customer claims benefit in a professional manner.

Increased customer base by 20% during the year 2016 due to the delivery of quick service and training of agents.

Prepared financial report for the branch.

Received 100% rating for encoding of customer’s information. EDUCATION

Bachelor of Business – Financial Management – Brokenshire College, Davao City Graduated: 2016

PROFESSIONAL SKILLS

Mastery of Microsoft Office programs (Word, Excel, PowerPoint)

Comfortable working in both Microsoft Windows 10.

Excellent communication skills with a focus on team-building and customer relations.

Outstanding organizational, multitasking, and problem-solving abilities. AWARDS AND HONORS

Dean’s List – Brokenshire College, Davao City

April 2012, 2013, 2014

Worked closely with professors and academic advisors to complete assigned tasks and activities. Outstanding Sales Admin and Assistant – CARD Mutual Benefit Association, Inc. October 2016

Recognized for outstanding service to clients, hitting 100% encoding of clients’ information and on time submission of financial reports.

Outstanding Partner Relationship Officer – CARD Pioneer Microinsurance, Inc. December 2017

Recognized for outstanding claims processing, liquidation and on time submission of financial reports.

LANGUAGE COMPETENCIES

English, Tagalog and Bisaya

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