Experience

Aon Insurance & Reinsurance Brokers Philippines, Inc.

• Philippines
• Insurance
• 1 - 100 Employee

• Account Executive - PHL Senior Specialist II AM - Global Client Network

  • Dec 2020 - Present



Marsh

• United States
• Insurance
• 700 & Above Employee

• Junior Account Manager | Risk Management Group

  • Jan 2017 - Nov 2020



Lockton Philippines Insurance & Reinsurance Brokers, Inc.

• Rufino Pacific Tower, Ayala Avenue, Makati City

• Account Executive

  • Oct 2014 - Jan 2017

  • Handles maintenance/renewals of corporate accounts • Closely coordinates with insurance underwriters in processing policy renewals • Ensures policy renewals • Attends to client calls and meetings • Conducts presentation of insurance products to clients • Handles insurance orientations. • Negotiates with insurers on insurance proposals to arrive at win-win solutions • Keeps up with the changes in the insurance market and in the clients’ industries • Participates in the department’s planning and development of marketing strategies • Participate in client’s survey • Evaluates the completeness of documents such as placements, quotations, policies and endorsements • Receives request for proposal and closely coordinates with insurance underwriters to find the most suitable insurance for clients at best value • Attends to client’s concerns through close coordination with Reinsurance, Claims, Policy Issuance, Account Management and Accounting • Provides assistance to clients on claim procedures and submission of requirements. Monitor claim status up to releasing of claim check • Responds to clients’ queries and concerns • Builds and maintains ongoing relationships with clients such as attending meetings, regular visits and understanding the nature of clients’ queries and concerns. • Develops relationships with insurance underwriters/companies • Follows up the status of accounts receivables and/or collection of outstanding accounts in coordination with Accounting • Informs insurer/s on payment status • Prepares report on receivables every week • Reconciles with insurance company • Prepares report on marketing expiry every week • Prepares summary of policies per account • Sends out cancellation per month • Ensures proper filing and records keeping. Show less



Marsh

• United States
• Insurance
• 700 & Above Employee

• Assistant Client Representative

  • Jul 2012 - Oct 2014

  •Provides service support to the client executive relating to the development and servicing of insurance brokerage and risk management accounts. •Assists in preparing proposals for client presentation and participate in group presentations. •With supervision, assists client executives in developing underwriting specifications, preparing proposals, insurance summaries, reports and correspondence. •Maintains summary client insurance summaries under supervision of the client executive. •Reviews policies and initiates draft recommendations for coverage. •Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues. •Coordinates and reviews billing and invoice materials, prepares invoices and certifications. •Prepares spreadsheets and other documents to support analysis of accounts. •Monitors the revenue, profitability, and timely billing and collection for assigned accounts. •Focuses on meeting the standards of the organization, including Marsh’s Professional Standards, Compliance policies and programs and any internal quality measures. •Services the needs of clients and contractors •Monitor and Solicits Renewals of policies •Services, supports and monitors compliance with guidelines of assigned producers. •Discusses with clients status of accounts receivables •Discusses with clients renewal of accounts 60 days prior to expiry. •Other Administrative duties Show less



UCPB General Insurance Co., Inc.

• Accounts Associate I

  • Jul 2011 - May 2012

  •Responsible for marketing company's product within the area.• Assists the Head in Marketing and collection Activities.• Services the needs of assigned producers.•Presents products to clients.•Prepares Placements Acceptance Sheet (PAS) for policy issuance.•Monitor and Solicits Renewals of policies•Monitors renewal persistency of assigned producers.•Implements action plans to achieve annual production, renewal, new business and collection goals.•Delivers policies/official to clients and other intermediaries as exigencies arise•Collects insurance premiums from clients and monitor receivables•Services, supports and monitors compliance with guidelines of assigned producers.• Discusses with producers status of accounts receivables, gets confirmation of accounts within 90 days.• Discusses with producers renewal of accounts 60 days prior to expiry.• Quotes and Issues policies Show less

• Processor

  • Aug 2010 - Jul 2011

  •Prepares monthly reports of the department.•Summarizes results of all reports for analysis of immediate supervisor.•Assist branches in policy issuance.