Professional Summary:Experienced professional with a strong background in database management, data entry, research, and administrative roles across diverse industries. Licensed insurance advisor with expertise in financial planning, marketing support, and client relationship management within insurance and financial sectors. Proficient in CRM management, data mining, and project coordination. Adept at remote work, ensuring high efficiency and accuracy in all tasks.Key Skills:Database Management: CRM (Close CRM, Maximizer CRM)Data Entry and Management: Google Workspace (Gmail, G-Drive, Docs, Sheets, Forms), Adobe Acrobat, Canva, SlackData Analysis: Data Mining, ResearchLanguage Proficiency: Fluency in English and Filipino (Verbal and Written)Typing Speed: Average Typist (65 WPM)Certifications:Licensed Insurance AdvisorCivil Service Passer, Professional Level (December 2011)Key Role Areas:Experienced in a multicultural work environment, adapting seamlessly to diverse settings.Achieves high efficiency and accuracy in work results, leveraging analytical skills.Works effectively with minimal supervision, ensuring precise outcomes.Professional Experience:STS Capital Partners (Remote)
Database/Data Entry Administrator
December 2022 – PresentManaged CRM databases and conducted data entry tasks using Google Workspace tools.Contributed to special projects through data mining and research activities remotely.Sun Life Financial Philippines
Insurance Advisor (Part-Time)
July 2021 - PresentProvided marketing and financial planning support, including administrative and after-sales tasks.Koehler Tech (Remote)
Data AnalystConducted data mining and research activities, managed CRM systems
Appointment SetterUtilized ClickUp for task management and addressed client concerns effectively.Additional Experience:Admin Director, Casas Financial Planning Business
January 2019 - May 2019Various Roles at Baptist Church and Bob Jones Memorial Bible College
Administration, Teaching, and Event Coordination.
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