Experience

Virtual Business Partners (VBP)

• United States
• Advertising Services
• 1 - 100 Employee

• Financial Planning Assistant

  • Jul 2022 - Present

  Duties and Responsibilities: • Setup client files and adding client data to the financial planning software • Prepare forms, documents, templates • Type up client questionnaires & portfolio reports • Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information • Prepare insurance premium estimates and quotes using specific software • Prepare application forms, reports & mindmap presentations • Submit application forms and follow up applications, insurance underwriting, medicals etc. • Phoning clients & establishing good work relationships • Download and collate documents and other research • Update and maintain client database • Basic marketing activities (i.e. sending email newsletters, arranging client events) • Managing database in CRM system • Client facing tasks that require providing quality service to our clients through direct meetings via zoom, online messages or phone conversations Show less



LuLu Bardot Cosmetics LLC

• New York, New York, United States

• Email or Chat Support / Social Media Manager

  • Feb 2021 - Mar 2023

  Duties and Responsibilities: • Respond to all emails • Respond to Facebook/Instagram messages and comments • Process orders/refund/reship/invoice on Shopify • Respond to messages on Shopify Inbox, Chatra and WordPress • Create contents to post on different social media platforms • Create and send weekly email campaigns Duties and Responsibilities: • Respond to all emails • Respond to Facebook/Instagram messages and comments • Process orders/refund/reship/invoice on Shopify • Respond to messages on Shopify Inbox, Chatra and WordPress • Create contents to post on different social media platforms • Create and send weekly email campaigns



Wipro

• India
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Executive - Process Trainer

  • Apr 2016 - Jan 2021

  Before the ramp last 2015, I was offered to train a new batch of trainees and then later on supervised them. This opportunity developed my skills being a leader and at the same time being a trainer.Early 2016, Wipro opened a position and I applied as a Process Trainer. Due to my background, I was hired as a Trainer for Best Buy. My task being a Process Trainer is to train newly-hired agents exclusively for Best Buy accounts especially for General Back Office, Primary Support, Chat Support and Fraud Risk Queue. If there's no training, we will create modules and conduct refresher trainings and/or cross-training programs if needed.Duties and Responsibilities:● Develop and deliver training modules under specified timelines● Manage training class and interdepartmental communication and coordination● Understand the process training for one or more verticals● Manage databases – batch list, scores of agents, etc.● Assess performance of trainees and check tests● Interact with clients● Document training modules, etc.● Mentor trainees effectively● Keep oneself and ensures one’s team is updated, aware of, and compliant to all company policies and procedures which include Information Security Management Systems● Ensures that all company information which includes customer information are kept confidential and secured Show less

• Customer Care Representative

  • Oct 2013 - Apr 2016

  I started as an Agent/Customer Care Representative at Wipro. I was part of the General Back Office of Best Buy where we handled customer concerns regarding their orders or post purchase concerns. I became a Code Specialist only for our team a few months before I became regularized by the company. Eventually, I became one of the Code Specialists for the Digital Download Team. After regularization, I was offered to become a Subject Matter Expert (SME) and handled a team due to the upcoming ramp. Best Buy needs a lot of support during Holiday Season. This opportunity taught me how to become a leader.Duties and Responsibilities:● General Back Office – handle customer concerns pertaining to post purchases through email or call● Code Master – generate game codes for customers who did not receive an email by the time the game was released; answer queries on gaming forums● Subject Matter Expert (SME) – manage team performance and all admin tasks● Subject Matter Expert – Trainer – train temporary new-hires for the holiday ramp Show less



Concentrix

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Technical Support Representative

  • Aug 2013 - Oct 2013

  Duties and Responsibilities: ● Handles inbound calls from North America ● Identify the main problem of the customer’s concern ● Provides step by step instructions on how to troubleshoot their Linksys device Duties and Responsibilities: ● Handles inbound calls from North America ● Identify the main problem of the customer’s concern ● Provides step by step instructions on how to troubleshoot their Linksys device



Midnight Blue Investments LLC

• Minnesota, United States

• Junior Advisor / Virtual Assistant

  • Oct 2012 - Jan 2013

  Post ads on Craigslist everyday. Post ads on Craigslist everyday.



Chisholm Company

• Melbourne, Victoria, Australia

• Content Writer / Affiliate Marketer

  • Jun 2011 - Apr 2012

  Duties and Responsibilities: ● Write blogs about the different products ● Manage WordPress sites, cPanel, install different plugins and other important files via FTP client Duties and Responsibilities: ● Write blogs about the different products ● Manage WordPress sites, cPanel, install different plugins and other important files via FTP client



SSS (Social Security System)

• Philippines
• Government Administration
• 200 - 300 Employee

• SSTP Trainee (Social Security Training System Program)

  • Apr 2010 - Jun 2010

  Duties and Responsibilities: ● Handle membership, account verification, ID and loan processing and data encoding Duties and Responsibilities: ● Handle membership, account verification, ID and loan processing and data encoding



Alrose Foods Corporation (Jollibee)

• Iligan, Northern Mindanao, Philippines

• Service Crew (Counter Back-up / Senior Cashier)

  • May 2009 - Jan 2010

  Duties and Responsibilities: ● Counter Back-up – assemble/dismantle Taylor and Crathco machines before and after use ● Backup brownies, maple and butter, pineapple juice, iced tea and vanilla mix ● Prepare and refill the condiments of sundaes, ice craze, frost and swirly bitz ● Assist the cashiers in serving the customer’s orders ● Monitor the holding time and shelf-life of the assigned products ● Senior Cashier – handle and monitor the money of the cashiers, vault, answer telephone calls and other admin tasks Show less