Client Relationship Officer (Financial & Wellness Services)

Slimmer’s World International | Marketing & Wellness Consultant | 2012–2018 Developed and executed client engagement strategies to promote wellness programs and services. Delivered product and service presentations, enhancing customer understanding and driving program participation. Led promotional activities, events, and campaigns to increase brand awareness and client acquisition. Built strong client relationships through personalized consultations and ongoing engagement. Served as Level II Fitness Instructor and Biometrics Resource Speaker, supporting educational and marketing initiatives. Collaborated in organizing wellness workshops and events to strengthen brand presence and customer retention. Insular Life | Marketing & Financial Services Consultant | 2016–2025 Promoted financial products and services through client engagement and needs-based marketing strategies. Conducted financial needs analysis to identify opportunities and recommend tailored solutions, supporting revenue growth and client retention. Built and maintained strong client relationships, enhancing brand trust and customer loyalty. Delivered company presentations and individual consultations to effectively communicate product value and benefits. Recognized as Inlifers Guild Awardee and Insular Life Quality Awardee for excellence in client service and performance. Achieved Registered Estate Planner distinction (Cum Laude), strengthening credibility in advisory and marketing functions.

Key Responsibilities: Designed and implemented individualized fitness and wellness programs tailored to clients’ goals, fitness levels, and health conditions. Delivered one-on-one and group coaching sessions, ensuring proper techniques, safety, and motivation. Provided professional consultations on weight management, body composition, and overall health improvement strategies. Served as a Level II Fitness Instructor, demonstrating advanced knowledge in exercise science and training methodologies. Acted as a Biometrics Resource Speaker, conducting sessions on body measurements, health indicators, and wellness education. Monitored client progress through biometric assessments and adjusted programs accordingly to achieve optimal results. Promoted a positive and engaging environment to enhance client retention and satisfaction. Collaborated in organizing and participating in wellness events, fitness programs, and choreographed activities. Ensured compliance with health and safety standards, including proper use of fitness equipment and injury prevention protocols. Applied BLS/CPR training to respond effectively to emergencies and ensure client safety at all times. Key Achievements: Successfully improved client fitness outcomes through structured and measurable programs. Contributed to increased participation in wellness activities and events.

Insular Life | Customer Support Specialist – Insurance | 2016–2025 Served as the primary point of contact for clients, addressing inquiries related to insurance policies, coverage, claims, and billing concerns. Provided clear and accurate explanations of policy terms, benefits, exclusions, and payment options, ensuring customers fully understood their insurance coverage. Conducted client needs assessments to identify appropriate insurance solutions and improve customer satisfaction and retention. Supported policy administration, including processing updates, renewals, cancellations, and beneficiary changes in a timely and accurate manner. Assisted clients in the claims process by gathering relevant information, guiding them through requirements, and coordinating with claims teams for resolution. Resolved customer complaints by identifying issues, providing appropriate solutions, and following up to ensure successful resolution and customer satisfaction. Maintained detailed and accurate records of customer interactions, transactions, and case resolutions using internal systems. Collaborated with internal departments (e.g., underwriting, claims, and sales teams) to ensure efficient service delivery and issue resolution. Promoted additional insurance products and services based on client needs, contributing to customer retention and account growth. Recognized as Inlifers Guild Awardee and Insular Life Quality Awardee for outstanding customer service performance and professional excellence.

San Pedro Jose L. Amante Emergency Hospital | ER Nurse / OPD Nurse (On Call) | 2011–2012 Provided comprehensive nursing care in emergency and outpatient settings, ensuring timely and effective patient support. Assisted in patient assessment, treatment, and monitoring in high-pressure clinical environments. Collaborated with healthcare teams to deliver quality patient care and maintain clinical standards. Participated in community outreach programs, including health service initiatives such as Libreng Tuli. IONICS EMS Inc. | Company Nurse / Senior Nurse II | 2010–2011 Delivered comprehensive occupational health services, including employee medical assessment, treatment, and first aid response. Managed workplace health programs such as health monitoring, medical records management, and employee wellness initiatives. Supported HR in implementing health policies, medical clearances, and return-to-work assessments. Ensured compliance with occupational health and safety regulations and company protocols. Conducted health education and awareness programs to promote employee well-being and injury prevention.