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Claims Assistant Manager

Baliuag, Bulacan, Philippines
July 29, 2021

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G I O V A N I R. S O M O


To work in accredited organization where I could use my skills and develop my knowledge in personal administration and produce a high level of performance in personal recruitment and training.

To be part of an organization where opportunity for career advancement is encouraged.


Date of Birth April 15, 1971

Civil Status Married

Religion Christian

Nationality Filipino

Email Add:


Contact No. +63-999*******


1992-1996 Baliuag University (formerly Baliuag Colleges) Baliuag, Bulacan

B.S.B.A. Major in Banking & Finance


July 5, 2016

Branch Manager - San Fernando

MAA General Assurance Phils. Inc.


-Responsible for the achievement of Sales Offices goals and revenue targets branch plans by developing regional plan and implementing marketing strategies.

-Supports Sales Leaders in the agent recruitment and training.

-Analyze various target market to improve their efficiency and provide immediate and long term recommendation solutions.

-Carry out all activities as listed in the Sales and Marketing plan including planning, preparing sales tools and organizing presentation to targeted groups.

-Identifying key account customers, exploring opportunities for the product portfolio.

-Develop efficient and creative sales and marketing strategies

-Monitor branch efficiency in terms production per month and manages agents development and business production this includes tracking their business renewal, new business and collection efficiency meeting their annual quota.

-Organized events for associations to promote and motivate agents on company’s product and services.

-Maintain good relationships with various intermediaries.

-Constantly reviewing post on system and support intermediaries whenever necessary.

July 8, 2011 – January 2, 2016

Team Leader Northern Luzon Region

Charter Ping An Insurance Corporation,

Sales and Marketing – Affiliate Sales


-Primary function is to manage and lead sales team from 8 Branches within Northern Luzon Region as the defined area for the day to day sales operation, meeting targets by implementing the sales strategies and plans of the company.

-Develop efficient and creative sales and marketing procedure strategies.

-Set sales goals, track progress and lead sales team to achive and exceed those quotas/targets.

-Monitors sales team performance, analyzing sales datanand reports to the Head of Sales.

-Manage customer expectation and contribute to a high level of customer satisfaction.

-Ensure the Sales report of the team are accurate and on-time.

-Directs and support the consistent implementation of company initiatives.

-Resourceful enough to secure projects and be finished as negotiated business proposal fit to customers request.

-Performs other duties as directed by the Immediate Superior.

2003 – July 8, 2011

Claims Assistant II

Charter Ping An Insurance Corporation

Non-Motor Claims Department


-Analyze client’s portfolio to understand the details and trends of claims under management in order to add value to the outcome within a reasonable timeline.

-Ensure required claims data and reports are accurate and complete for business reporting purposes (key risk factors, etc)

-Support the Claims Manager in developing client portfolio management strategy, planning and carrying out Claims Audits/Reviews to ensure alignment to business goals and priorities;

-Assess and manage claims implementing effectiveness management strategies with client within the terms and condition of the policy and pricing assumptions.

-Work with Claims Manager in preparation of report for major/Huge claim for discussion and approval of Claims Committee.

-Prepare treaty advices and documentation containing agreed terms and conditions, and the relevant claims clauses and articles fulfill acceptable standards.

1999 – 2003

Claims Assistant I

Charter Ping An Insurance Corporation

Motor Claims Department

March 1997 to December 1998

Philippine American Plans, Inc. (PhilAm Plans, Inc.)

Agency Services Department

Record Custodian

1996-1997 Caltex Phils., Inc. NLEX, Malinta, Metro Manila.


•Customers Are Reasons for Excellent Services PPI (C.A.R.E.S)

•Product Appreciation Workshop (PPI)

•“Feelings”: First Time, Every Time, (PPI)

•ISO 9002: Procedure (PPI)

•“OLAS”: Ordinary Life Administrative System (AIG Group INFO)

•“How to Start a Small Business” Prof. Randy David

•Entrepreneurship of Business (Simbulan Industries Inc.)

•100tBasic Non-Life Insurance Course (IIAP)

•Customer Service Workshop – Philippine Columbian Prof. Menardo Mendoza

•Basic Motor Insurance Course (IIAP)

•Advanced Course of Motor Insurance (IIAP)

•Introduction to Loss Adjustments (IIAP)

•Effective Telephone Communication (PCIC)

•Advance Course in Marine Insurance (IIAP)

•Accident & Health Insurance Course (IIAP)

•Specialize Casualty and Engineering Insurance (PCIC)

•Fundamentals of Marketing – Mansmith and Fielders, Inc.

•Strategic Management for Insurance Companies (IIAP)

•Member of Kaizen & 7QC Tools and Quality Circle Record of Activities(PPI)

Character References:

MR. JOSEL N. RAMIREZ – Senior Assistant Vice President

Mercantile Insurance Corporation

Accounting Department

Contact No. +63-932*******

MR ARISTON JOSE – Branch Manager

MAA General Insurance Philippines Inc.

Operation Department

Contact No.: +63-917*******


PNB General Insurance Corporation

Contact No. +63-905*******

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