John Cris Baldon
Winnipeg,MB
Summary
Proactive and deligent Senior Account Executive Professional with a decade's experience in the fast-paced, high-responsibility position with the largest insurance company in the Philippines. Leverages a strong track record of working in the operation departments of insurance companies, providing operation services with legal entities and customers, as well as managing payment, information systems and processing activities.
Adapt swiftly to new systems with a keen and consistently up to date knowledge of insurance products communication with clients and ensure good customer service. A natural team player and collaborator, both working well with leading other professionals, maintaining long term business relationship. Passionate about doing the job efficiently and effectively every time, providing comprehensive information in compressed volumes and excelling at very turn. Seeking the opportunity to develop in the field while leveraging an expansive skillset.
Overview
11
11
years of professional experience
Work History
S R. A C C O U N T E X C U T I V E
Malayan Insurance Co. Inc.
01.2020 - 03.2024
- Gained understanding of goals, objectives and processes to meet client business needs.
- Prepared additional quotes for current clients to upsell products and services.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Applied needs-based analysis to assess current satisfaction and importance of various product features to customers.
- Monitoring Special approval, request and helping new prospective agent's to grow their business
- Generate new leads and convert to premiums
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
- Leveraged CRM to collect, organize, and manage sales data and customer information.
- Distributed marketing materials to existing and prospective clients to promote products and services.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Conducted integrated sales presentations to illustrate value of product or service and tailor call-to-action.
- Conducted maintenance service on HVAC systems to increase life expectancy of equipment and prevent costly repair work
ROVING /DISBURSEMENT CASHIER
Malayan Insurance Co. Inc.
01.2015 - 02.2020
- Receipting Collection - Task to do daily collection and receipting function of the company and ensure to deposit all daily collection and; Monitor movement of branch and company's cash flow
- Disbursement payments - Ensure that branch and company's payables are updated and entrusted to released due and demandable commission of all affiliated agents/agencies on timely manner
- Reconciled various books of different agents
- Roving Cashier -Deployed in different company's branches as reliever to check if they follow the department's operating guidelines in receipting and collection.
- Process payments and issue receipts.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Performed cash, card and check transactions to complete customer purchases.
- Handled cash with high accuracy and took care to check bills for fraud.
- Processed refunds and exchanges in accordance with company policy.
- Operated cash register to record transactions accurately and efficiently.
- Maintained current knowledge of company's promotions and highlighted sales to customers.
- Learned duties for various positions and provided backup at key times.
BRANCH CLERK / UNDERWRITER
Malayan Insurance Co. Inc.
01.2013 - 01.2015
- Task for the timely issuance of the policy for all branch transaction and ensure all correspondents related to branch operation are well attended on a timely manner.
- Maintained filing system and organized customer documents for easy retrieval of information.
- Produced high-quality communications for internal and external use.
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
- Drove customer loyalty and consistent sales through friendly service and knowledgeable assistance.
- Interacted with customers by phone, email, or in-person to provide information.
- Monitored office supplies and made arrangements for restocking of low-stock items.
- Made travel arrangements for other employees' business trips, negotiating fair prices on behalf of company.
- Managed calendars and scheduled appointments to maintain smooth flow of operations.
- Input data into spreadsheets and databases.
- Utilized office management software to record and track customer information.
Education
MBA - Business Administration
University Of The East
Manila, Philippines06.2025
Bachelor of Science - Business Administration Major In Management
University Of The East
Manila Philippines03.2013
Skills
- Market development
- Account Servicing
- Pipeline Management
- Customer Service
- Performance Management
- Workforce Management
- Policy Implementation
- Strategic Planning
- Microsoft Office
- Marketing
- Sales management
- Team Leadership
Languages
English
Full Professional
Filipino
Native or Bilingual
Contact Profile
jonbaldon@gmail.com, 209-9 Pipeline Road, Winnipeg, MB, R2P1G8
Accomplishments
Awarded as Top Account Executive - Nov. 30, 2022
1st place - Overall Business growth
Managed to attain 120% growth of the 2021 budget.
Timeline
S R. A C C O U N T E X C U T I V E
Malayan Insurance Co. Inc.
01.2020 - 03.2024
ROVING /DISBURSEMENT CASHIER
Malayan Insurance Co. Inc.
01.2015 - 02.2020
BRANCH CLERK / UNDERWRITER
Malayan Insurance Co. Inc.
01.2013 - 01.2015
MBA - Business Administration
University Of The East
Bachelor of Science - Business Administration Major In Management
University Of The East
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