Resume of Maria Susana C. Sta. Maria

WORK EXPERIENCE

Job Title: Insurance Processor

May 2005 – January 2008

GRAYLINE PLANS, INC.

*** ****** ***., ***. ****** St., Quezon City, Philippines

• Prepares Monthly Insurance Report to Insurance Carrier (Personal Accident/Hospital Reimbursement/ Life Insurance)

• Prepares Monthly Income Production Report

• Process nonlife documents for Motor Car Insurance,

Fire Insurance, Personal Accident which includes

-data entry of policyholder’s information

-computation of commission of sales agent

-preparation of billing statement to the policyholder

-files the respective insurance policy

• Assist in the sales training of Insurance Services Manager

• Provides sales support to the whole sales force nationwide by giving them the necessary documents, sales kit and manuals.

• Communicate directly with the sales force, internal department and clients regarding their inquiries, complains and comments.

• Keeps records of the assured and monitor the expiry of their policy and send them notice of renewal.

• Attends to superiors’ assigned tasks from time to time.

• Process amendment of planholder’s plan details and personal information and reinstatement of plan requested by the planholders coming from different branches.

• Process computation of lapsed plan

Job Title: Treasury Unit Clerk

January 2005 – May 2005

GRAYLINE PLANS, INC.

419 Quezon Ave., cor. Banawe St., Quezon City, Philippines

• Prepares check vouchers and checks for all the company’s Accounts Payable

• Encoding of accounts entry from the request for payment

• Monitors month accounts payable to ensure all checks were released to avoid penalties and surcharges.

• Assigned to do cashiering in the absence of the cashier

• Prepares Daily Summary Collection Report

• Coordinate with the bank regarding client’s and company’s transactions

• Attends to the task assigned by the superiors from time to time.

Job Title: Contract Processing Supervisor

March 1999- February 2004

GRAYLINE PLANS, INC.

419 Quezon Ave., cor. Banawe St., Quezon City, Philippines

• Supervises and monitor all activities and work progress of all policy issuance and processing clerks to ensure that all applications were processed and all planholder’s received their policy contract.

• Communicates directly with the sales force, internal departments, and clients to pursue and resolve issues related to issuance and releasing of policy contracts

• Responsible for processing of applications and issuance of Policy Contracts

• Prepares Monthly Insurance Report to Insurance Carrier (Personal Accident/Hospital Reimbursement)

• Prepares Monthly Production/Sales Report

• Process all work in accordance with relevant working practices and standard operating procedures.

• Attends to clients and sales associate’s inquiries through phone, memorandum, letter, email and fax.

Job Title: Policy Issuance Clerk

June 1996-March 1999

GRAYLINE PLANS, INC.

419 Quezon Ave., cor. Banawe St., Quezon City, Philippines

• Assigned to do the issuance and releasing of policy contracts of planholders which includes the following:

a. Receives Application Form, prooflist and database

b. Proofreads application forms against the prooflist

c. Prints Plan Schedule and Insurance Certificate

d. Collates Plan Schedule and Cash Values

e. Assembles Policy Contract

f. Prepares pouching and mailing transmittal

• Re-issues policy contract for amendment,reinstatement, unreceived and lost policy contract

• Manage files and records of planholderr, their inquiries, complaints, transactions as well as actions taken.

EDUCATIONAL ATTAINMENT

Bachelor of Science in Computer Science

1991-1995

ADAMSON UNIVERSITY

San Marcelino, Manila, Philippines

High School

1987-1991

CAMP GEN. EMILIO AGUINALDO HIGH SCHOOL

Murphy, Quezon City, Philippines

Elementary

1981-1987

LIBIS ELEMENTARY SCHOOL

Libis, Quezon City, Philippines

Proficient in:

• Microsoft Office Applications

• ReportSmith

• Visual FoxPro

• Internet

PERSONAL INFORMATION

Nickname: Susie

Age: 32

Civil Status: Single

Birth date: August 29, 1975

Citizenship: Filipino

Home Address: 143 10th Street, Woodridge, New Jersey 07075

CHARACTER REFERENCES

HERMINIA E. CRISOLOGO

Senior Manager - Treasury

Grayline Plans, Inc.

419 Quezon Ave cor. Banawe St., Quezon City, Philippines

Telephone No.: 412-3823

MA. LOURDES C. DELA CRUZ

Chief Operating Officer & VP-Marketing

Grayline Plans, Inc.

419 Quezon Ave cor. Banawe St., Quezon City, Philippines

Telephone No.: 412-3870

GUILLERMO l. SEGUERRA JR.

Supervisor - General Services Division

Grayline Plans, Inc.

419 Quezon Ave cor. Banawe St., Quezon City, Philippines

Telephone No.: 412-3949

Contact this candidate