MERLIN, PATRICIA ANNE R.

Contact no.: +639*********

E-mail: adm42r@r.postjobfree.com

JOB EXPERIENCE

SunlifeGrepa Financial Inc.

Bancassurance Sales Officer (October 2019- May 2021) Licensed Financial Advisor

Growing already existing accounts in Bancassurance and establishing new tie-ups. Build a good customer base in order to explore opportunities to cross-sell & up-sell. Preparing relevant periodic production reports. Accept & follow up on requests & complaints received from clients and ensure claim requests are serviced. Coordinating and organizing training for bank staff on KAI products, processes and business conversion. Providing market research/customer feedback to the Company for development of new products and enhancement of existing ones to suit the bank segment needs.

Xtendly Philippines Inc.

Customer Success Manager ( February 2019- October 2019) Responsible For Developing Customer relationships that promote retention and loyalty through customer onboarding,account escalations,renewal, and upsell campaigns. Conducting B2C and B2B sales. Creating a knowledge-based CRM Platform. Sending tickets to ITdepartment to assess troubleshooting and client's needs. Prospecting new clients in supported global regions ( Hawaii, Singapore, Hong Kong, Australia, Malaysia, and Indonesia) Procure information to correctly qualify clients. Set meeting with the decision-makers

(C-Level, IT managers, CEO) Properly documented activities and action plan in NetSuite. Act as point of contact for complaints and escalate issues as appropriate. Answering queries through Email, Cold callings, Face to face approach and Video conference (Zoom and calendly)

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The Insular Life Assurance Company, Ltd

Budget and Plan Execution Specialist (November 2018- Feb 2019) Driving the team to build executable market plans and budget. To provide insight tomanagementon how strategic initiatives are landing in planning and what business impact these plans are generating. Leading and planning and organizing multiple concurrent corporate events, ranging from strategic town hall conferences to annual awards and employee kick-offs. Creates an effective development program for Activation Officers to address training and sales development needs in all sales regions and areas. Conducts training and development programs for Activation Officers for continuous personal development. Market Research and Market Development Specialist (May 2017- November 2018) Responsible for developing a particular market segment for a company. Promoted products and services potential and existing customers. Collecting reports by directing market research collection,analysis,and interpretation of market data. Creating regular monthly internal promotions to incentives agents throughout the year; work with the channel leads to understanding targets and use this to drive reward structure. P.J Lhullier ofCompanies

Business Client Relationship Officer (August 2015 – May 2017) Client prospecting for business development as well as presentation of products to the client. Presentation material preparation including assistance in the creative development of materials and logo, resolve all types of inquiries and requests of the clients in a timely and accurate manner through inbound/outbound calls and email. Strategy planning for marketing execution. Customer servicing and client relationship management. Implementation of public

awareness through the use of social media.

EDUCATIONAL ATTAINMENT

TERTIARY Bachelor of Science in Business Administration Major in Marketing Management

University of Perpetual Help System- Laguna

June 2011-March 2015

SECONDARY Joseph and Mary Academy

June 2007-March 2011

PRIMARY Joseph and Mary Academy

June 2001-March 2007

TRAININGS AND SEMINARS ATTENDED

Fundamentals of Life Insurance Course ILCC, Alabang, Muntinlupa City July 25, 2017 Business Quality Service Training P.J. Lhuillier Convention Center Antipolo City, Antipolo June 25-27,2016

Gold Appraising Workshop (GAW) P.J. Lhuillier Convention Center Antipolo City, Antipolo August 12-14, 2016

Anti-Money Laundering Act Seminar Royal Palm Paradise Resort and Spa Alaminos,Laguna November 27. 2016

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