Experience

• 

  Aon Insurance & Reinsurance Brokers Philippines, Inc.

  • Philippines

  • Senior Account Executive

    • Jun 2017 - Present
    • Philippines

• 

  Marsh & McLennan Companies

  • Philippines

  • Client Executive

    • Jul 2008 - May 2017
    • Philippines

    • Provide advice to clients on a range of insurance• Helping clients with quotes, renewals and endorsements• Answering and transferring calls in a professional manner• Meeting and greeting clients and ensuring they are cared for at all times• Processing of mail • Management of the businesses inbound and outbound documents• Preparing letters and documentation to send out to clients• Reviews coverage specifications to be submitted to insurance companies for accuracy. Receives premium quotes from markets and send to client for consideration and review. Addresses and resolves problems with invoices. • Provide quality and timely service and assistance to Account Managers & Claims Section on inputs in markets and marketing strategy, especially in the prospecting and renewal mode.• Performs miscellaneous clerical functions relating to client servicing specifically on all lines policies such as preparing invoices, maintaining the renewal control files, monitoring expirations and corresponds with other company offices.• Performs routine tasks such as photocopying, faxing, typing, filing and other clerical functions. Produces miscellaneous PC documents as needed. Prepares executive summaries and loss experience reports.

• 

  Tokio Marine Malayan Insurance

  • Makati Philippines

  • Reinsurance Assistant

    • Jul 2007 - Jul 2008
    • Makati Philippines

    • Assist in acceptance of Facultative Reinsurance Inward offers (all lines).• Prepares monthly production report• Prepares inward facultative expiry list and send to various accredited reinsurers and companies.• Encodes inward reinsurance binders, alteration advises, invoices and credit memos (all lines)• Maintains all files pertaining to reinsurance inward facultative business• Sends monthly statement of accounts• Monitors renewal and new accounts.

• 

  Fortune General Insurance Corporation

  • NCR - National Capital Region, Philippines

  • Branch Policy Issue Clerk / Cashier

    • Mar 2000 - Jul 2007
    • NCR - National Capital Region, Philippines

    • Issue insurance policies/endorsements. (Fire, Motorcar, Personal Accident & Casualty)• Prepares daily collection and monthly production reports• Responsible in handling and settlement of claims• Prepares quotations and proposals concerning insurance coverage an premiums• Monitors and updates monthly renewals• Acts and performs the functions of the administrative secretary to the branch manager• Handles inquiries and requests of agents and client• Checks incoming mails and emails• Filing of various documents and reports• Telemarketing• Assists walk in clients• As a cashier, acts as a custodian of company funds, issued official receipts, statement of accounts, provisionary receipts, invoices and cheques.• Handles accounts receivables• Exercises monetary responsibility and holding company funds in-trust• Responsible for collection of premiums