CSR/ VA
Resume:
Kathryn Felice
Catahan
*******@*****.***
Career history
Virtual Assistant at Cash and Forbes
Insurance Group Nov 2023 - Nov 2024
- Generated quotes for new and renewing
insurance policies, and identified cross-sell
opportunities to enhance client coverage;
- Managed client files, including data entry,
document uploads, and updates, ensuring
accurate and up-to-date records;
- Provided underwriting support by resolving
issues with carriers and initiating policy changes and cancellations as needed;
- Handled payments, billing, and document
management, including sending documents via
DocuSign and assisting with binding processes.
Claims Processor at Accenture, Inc
Jul 2022 - Mar 2023
- Developed strong and reasonable analytic skills
to accurately manage US Family Leave/ ADA
claims;
- Demonstrated the ability to deliver the best
experience for employees and independent
work in a metrics-driven environment;
- Extensively reviewed medical records and
documented claim information;
- Prioritized deadlines and skillfully enhanced time management skills.
Business Processing Associate at
Accenture, Inc Jul 2021 - Jun 2022
- Process intake claim forms for disability and
absence claimants;
- Provides claim updates and benefits payment
for inbound claimants;
- Sends out the necessary paperwork to be filled
out by a claimant's health care provider
- Undertook and was endorsed to different
phases of group disability insurance training.
Virtual Assistant Jul 2020 - Jun 2021
- Mainly working for digital marketing agencies as a Virtual Assistant. Worked with Soxial Web's
CEO by uploading and editing blog posts in
WordPress. Regularly sent text updates at the
start of the day for meeting and interview
reminders;
- Created content for 4DPs CEO to be used in
their client's IG & FB page. Managed socmed
accounts to gain organic followers and helped
manage their online competition.
CSR at Telus International Philippines
Aug 2018 - Jul 2020
- Aids in troubleshooting steps for the customer to make payments in the web portal. Processes
payments with fees if deemed necessary;
- Creates cases and assigns them to appropriate
departments; Avaya Software was used in
assisting customers with both inbound and
outbound calls. Various and necessary tools
were also used to lessen average handle time.
Customer Service Associate at Sykes Asia,
Inc. Aug 2016 - Aug 2018
- Manages and responds to voicemails globally.
- Provides advice when customers call to gain
successful in-app interactions;
- Used both credit & debit cards for making
payments and processing refunds according to
client policy;
- Web Admin and InContact Software Program
were used for inbound customers in contacting
us.
Skills: Accounting Skills, Speed Typing, MS
Office (Publisher, Word, Excel, PPT),
QuickBooks Accounting Software, Balmori
Software, Call Center, Typing and Encoding,
Customer Management, Claims Management,
Administrative Support, Property Management
Insurance, Email
Education: Bachelor of Science in
Accounting Technology - 4th year from St.
Scholastica's College - 4th year undergraduate
- 2010-2015
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