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Life Insurance Manager

Location:
Cebu City, Philippines
Salary:
Na
Posted:
November 25, 2020

Contact this candidate

Resume:

MS. IRNA CZARITA PUEYO AGUSTIN, MBA

Blk*, Lot ** St. Francis Hills Subd. Consolacion, Cebu

Mobile # 091*-***-**** Text smart

090*-***-**** Call globe

Email address: adh377@r.postjobfree.com

Job Objective:

To acquire a position that suit and develop my skills, impart my knowledge learned from the university and render my quality of services on a full time basis job.

Summary of Qualifications:

MBA Graduate - Master in Business Administration

Bachelor of Science in Accountancy

Dedicated, Persistent & well Organized.

Hardworking in achieving objective of work.

Highly organized and detailed Oriented.

EDUCATIONAL BACKGROUND:

2018 - University of Cebu – Graduate School ( DBA)

Cebu City. Doctor in Business Administration

2002 - October 2006 University of Cebu – Graduate School ( MBA)

Cebu City. Master in Business Administration

October 2006. Graduated.

1994 - October 1997 Immaculate Conception College – La Salle

Ozamiz City. Bachelor of Science in Accountancy

October 1997. Graduated.

Loyalty Awardees 1982 to 1997 (15yrs)

1990 - March 1994 Immaculate Conception College – La Salle

Ozamiz City. Secondary Education.

March 1994. Graduated.

Awards: Best in Conduct 1994. Best in Service 1993

1982 - March 1990 Immaculate Conception College – La Salle

Ozamiz City. Elementary Education.

March 1990. Graduated. Athletics Awardee.

SKILLS ATTRIBUTES:

Multi – tasking (Operations, Accounting and Marketing work related)

Skilled in several Microsoft Office Application ( Word, Power point)

Database Management using MS Excel

Familiarities with database (Insure system, Lotus notes -company presently using)

Well organized filling.

Perform data entry / retrieval and balance cash transaction with speed and accuracy.

Analyze and conduct research to resolve discrepancies.

Handle quality control.

Operates standard office equipment.

SEMINARS ATTENDED:

Anti- money laundering act seminar held at China Banking Corp - Magallanes Branch Cebu City, May 16, 2009.

Service Star workshop seminar held at China Banking Corp. - Magallanes Branch Cebu City, July 18 to 20, 2013.

Basic Non Life Insurance course held at Pioneer Insurance Bldg. Ayala Avenue, Cebu City, March 25 to 27, 2014.

WORK EXPERIENCE:

December 2019 to September 2020

JLL – Jones Lang La Salle – Facility Officer

I.T Park Cebu

Monitoring of Facility Coordinator and make sure that clients needs are handle well.

Monitoring the works of MST Maintenance service Technician that done on time.

Monitoring all the Agency personnel if the Area are well cleaned and free from any complain from our clients resources.

Monitoring of attendance of all cebu personnel.

Attend needs and assign task from my Senior Facility Manager in Manila.

September 2018 to December 2018

Suzuki Phil. and Subaru Phil. – Accounts Payable and Cashier

A.S. Fortuna Mandaue City

May 2002 to September 2016

CHINA BANKING CORP. – INSURANCE BROKERS INC. (VISMIN)

Banilad, Cebu City. Operations and Accounting Assistant / Cashier.

Assist Account Officer in VISMIN operation and occasionally attends to other assigned function.

Collection – receives premiums payments and posting to systems.

Facilitate issuance of official receipts(payment through cash, check, credit memo)

Monitoring of all deposits from Visayas and Mindanao branches.

Process commission and expenses disbursement.

Prepares premium remittances and reconciliations of discrepancies with accredited insurance companies.

Handles and replenish petty cash fund and monitoring of post dated checks.

Printing of daily and monthly reports and prepares Daily Collection Report.

Monitor form use such as Official Receipt, Provisional Receipt, Invoice & Vat Official Receipt and being responsible and accountable for the custody and safekeeping of all funds received until the funds have been deposited to the bank and validated deposit slip has been obtain.

Cashiering.

Process and posting of all adjustments in the system.

1.Cancellation of the policy (full or with doc stapms ) 2002 to 2010

2.Direct payments by client to insurance companies.

3.Cancellation of official receipts.

4.Discount and CWT.

5.Refund of excess payment or return of premium.

Maintains well organized filling of all transaction made for future reference.

Process commission for all branch referrals.

Monitor all policies insured were booked in the system to avoid discrepancies.

Back –up marketing in facilitating of issuance of policies and up front claims process and negotiate claims dispute.

Make sure that insurance policies and official receipts were delivered correctly on time to the client or to the branch (vismin) if mortgage accounts.

February 2002 to May 2002

Philmico Foods Corporation -Cebu

Accounting Staff (Agency) Project base (tempo)

Reconciliation on payroll of employee in Mindanao branch

May 2001 to November 2001

Mitsubishi Motors Corporation- Cebu

Service Accounting Staff

Review the accuracy and completeness of all documents from billing section

Records daily transaction base on sales invoice, debit and credit memos.

Compute incentives and commission of service Advisor. Coordinate with them when there is adjustment on billing and prepare necessary documents.

Accommodate customers needs regarding credit line, process application and verified request for customers refund.

Review the completeness of documentation like customer’s payments, request for discount, gate pass, charging and deviations before releasing the unit repaired.

January 2001 to May 2001

Suyen Corporation “ BENCH Boutique” – SM Cebu

Cashier ( contractual )

Cashiering, safeguarding the revolving fund.

Prepares petty cash and daily sales.

Monitors daily expenses for replenishment.

Process credit card for approval.

Customer service.

October 2000 to December 2000

Pilipinas Makro, International - Cebu

Back –up cashier

Cashiering, safeguarding daily sales and receives collections.

Customer Service

Monitor the daily break time of co- cashier.

Attending their needs in cashiering.

November 1999 to May 2000 Review at CPAR in Manila for board exam.

May 1998 to August 1999

AA Export and Import Corporation (Processing plant of Seafoods)

Accounting staff / Payroll – Ozamiz City

Prepares accurate and timely processing of semi–monthly payroll (60 regular employee)

Prepares weekly payroll for non- regular employee ( 60 persons)

General accounting: Recording of books of accounts ; prepares accounts payable voucher; assist bank reconciliation; prepares disbursement.

Attend other assign task given by cashier and accountant.

Respond to inquiries regarding payroll and deduction made

Maintains payroll records for tracking charges to employees earnings and deductions.

Monitoring and recording on SSS & pag-ibig loans, leave entitlements.

PERSONAL DATA:

Provincial Address : Magallon St. Cabatuan, Iloilo City

Date of Birth : January 14, 1978

Place of birth : Ozamiz City

Health : Excellent

Sex : Female

Civil Status : Single

Citizenship : Filipino

Height : 5’2”

Weight : 120 lbs.

Religion : Roman Catholic

Complexion : Fair

Special skills/interest : Driving, Photography, Cross-stitch

Father’s Name : Capt. Anthony S. Agustin Sr. M.M. (deceased)

Master Mariner

Occupation : Shipboard Training Officer

Misamis Institute of Technology –Maritime School

Banadero, Ozamis City

Mother’s Name : Irene P. Agustin (deceased)

Occupation : Former teacher

Ovilla Technical College

Masbate

Language or Dialects I can speak or write:

English, Tagalog, Cebuano, Ilonggo

Person to be contacted in case of emergency:

Atty. Emelia A. Pueyo

#51 Gen. Luna St. Catarungan Village, Antipolo Rizal

091*-***-****

(02) 682-3268

CHARACTER REFERENCES:

Ms. Jocelyn T. Chua 091*-***-****

Vic Enterprises 232-1661 office

412-7948 res.

Mr. Eduardo M. Catapang 092*-***-****

Retired Senior Manager (088-***-**** res.

Philippine National Bank (PNB - Ozamiz)

Atty. Buena Gracia Umali 090*-***-****

091*-***-****

Ms. Maria Rosanna Testa (02) 885-5555

VP, HRD of China Banking Corp. Makati City



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