Customer Service Associate

I worked as a Bancassurance Sales Executive in BPI-AIA Life Assurance Corp, helping them solicit new business, cross-sell and up-sell products to the bank's customer base. Looking ahead, I’m excited to continue developing my leadership skills and playing an integral role in driving company growth.

One of my greatest achievement was being able to handle a substantial volume of transactions, check-ins check-outs and phone reservations entirely by myself while maintaining composure and managing the workload effectively.

I have been using this tool since 2018 when I started working in Hotel and up until now, it is the best way to store data, I use this for calculations, all the tools for data analysis, easy to data visualizations with charts and I print reports easily using this tool.

I have been using this tool since 2018 when I started working in Hotel and up until now, I use this to create, save, and share documents, apply pre-designed Styles and format text with fonts and colors.

I worked as a Bancassurance Sales Executive in BPI-AIA Life Assurance Corp, helping them solicit new business, cross-sell and up-sell products to the bank's customer base.

I worked as a Financial Planning Administration Virtual Assistant for an Australian financial planning firm, providing end-to-end administrative support to financial advisers. My responsibilities included preparing client files and documentation for meetings, processing new account and investment applications, managing superannuation and SMSF-related paperwork, coordinating with banks and investment platforms, and ensuring documents were accurately completed and submitted. I also handled adviser fee authorities, third-party authorities, certified ID requirements, document signing through DocuSign and Adobe Sign, and maintained client records across various financial platforms while ensuring compliance with Australian financial services processes.