Roland

Insurance Specialist Virtual Assistant | Remote Sales & Customer Service | Singa

40 ID PROOF
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Overview

Looking for any work (8 hours/day)

at $13.25/hour ($2,560.00/month)

Bachelor's degree

Last Active

July 1st, 2026 (8 days ago)

Member Since

June 18th, 2026

Profile Description

Senior Insurance Operations Analyst | ex-Accenture Senior Analyst

I built my insurance career in Singapore — one of Asia's most regulated financial markets — operating under MAS, GIA, and PDPA standards for over a decade. If you need someone who treats compliance, client data, and accuracy as non-negotiables, that's the standard I bring.

With 12+ years across Singapore and the Philippines, I specialize in insurance operations, remote sales advisory, and financial services support — for clients who need more than a VA. They need someone who already knows the industry.

Singapore experience (12+ years, MAS/GIA/PDPA regulated):

Worked across bancassurance advisory and senior customer service roles in one of Asia's most demanding compliance environments. I understand what it means to operate under strict regulatory oversight — not just theoretically, but daily.

Current role — Licensed Financial Wealth Planner, FWD Life Philippines:

I conduct financial needs analysis, build personalized protection and wealth strategies, and manage long-term client portfolios. My practice is built on trust, not transactions.

BPO-grade foundation — Accenture Philippines (5 years, Senior Analyst & Quality Auditor):

Processed insurance enrollments for Aetna (US) at 99.5% accuracy under strict SLA requirements. That discipline has never left.

Remote sales & advisory — outbound client engagement, objection handling, pipeline management, CRM

Insurance VA & operations — policy processing, renewals, amendments, client documentation, data entry

Customer service (insurance-focused) — inbound/outbound handling, complaint resolution, retention, compliant communication


Credentials and certifications:
Singapore College of Insurance — MAS-aligned regulatory qualifications.
BCP | PGI | HI | COMGI

100% score — Traditional Life Licensing Exam (Philippine Insurance Commission)
88% score — Variable Life Exam (Philippine Insurance Commission)
All certifications passed on first attempt.

Top Skills

Experience: 2 - 5 years

5 years of outbound telesales through the DBS bancassurance channel at MSIG Insurance Singapore — consistently achieving monthly KPIs through consultative selling, product matching, and persuasive communication

Experience: 10+ years

More a decade of hands-on experience across a broad range of insurance products in Singapore and the Philippines — including Life, Critical Illness, Cancer, Accident, Hospital Income, Medical, Dental, Car, Home, Travel, Mortgage, and Pet insurance. Holds Singapore College of Insurance certifications in BCP, PGI, HI, and COMGI, plus Philippine Insurance Commission licensing for Traditional and Variable Life. All certifications passed on first attempt.

Experience: 5 - 10 years

"Proven track record in customer retention, dispute resolution, and cross-selling within Singapore's financial services sector — operating under strict regulatory and compliance standards for over 8 years."

Other Skills

Experience: 5 - 10 years

Proven ability to identify at-risk customers, address underlying concerns, and retain them through empathetic communication and solution-focused conversations — directly contributed to departmental retention targets at MSIG Singapore

Experience: 10+ years

Experienced in identifying and qualifying prospects through outbound calling, consultative conversations, and needs-based profiling — developed through bancassurance telesales, customer service role and current financial advisory practice.

Experience: 2 - 5 years

Experienced in initiating outbound calls to cold prospects, building rapport from the first conversation, qualifying leads, and moving them through the sales pipeline — developed through years of bancassurance telesales

Operated under strict MAS, GIA, and PDPA regulatory requirements throughout 12+ years in Singapore's financial services sector — ensuring every client interaction and data handling process met regulatory standards.

Experience: 5 - 10 years

Managed high-volume client communications through email alongside calls and live chat at MSIG Insurance Singapore — handling policy inquiries, service requests, complaints, and follow-ups with accuracy and professionalism.

Experience: 2 - 5 years

Processed insurance enrollment requests at Accenture Philippines for US-based Aetna with 99.5% form accuracy and 99% field accuracy under strict SLA requirements — bringing the same precision to all data-related tasks

Experience: 2 - 5 years

Performed quality audits at Accenture Philippines ensuring SLA compliance and processing accuracy for US-based Aetna insurance enrollments — maintaining 99.5% form accuracy and 99% field accuracy consistently

Experience: 10+ years

Experienced in confirming policy coverage, validating client information, and verifying policy details accurately — developed through years of policy servicing and administrative transactions at MSIG Insurance Singapore.

Basic Information

Age
43
Gender
Male
Website
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Address
San Pablo City, Laguna
Tests Taken
IQ
Score:  124
DISC
Dominance: 42
Influence: 29
Steadiness: 15
Compliance: 14
English
C2(Advanced/Mastery)
Government ID
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