Meldred CABANG-PALAGANAS
London,Ontario
Summary
Adept at working effectively unsupervised and quickly mastering new skills. A hardworking employee with customer service, multitasking, and time management abilities. We are devoted to giving every customer a positive and memorable experience.
Overview
11
11
years of professional experience
Work History
Independent Life Insurance Broker
Greatway Financial Inc
03.2013 - Current
- Customer Support/Inquiries Handling: Responding to clients inquiries regarding their life insurance policies, benefits, premiums, and coverage details.
- Issue Resolution: Assisting in resolving any issues or concerns that clients may have regarding their policies or claims.
- Claims Assistance/ Claims Processing: Helping clients initiate the claims process, including providing necessary forms and compliant documentation for regulators.
- Status Updates: Keeping clients informed about the status of their claims and any additional requirements.
- Policy Management/Policy Changes: Assisting with updating policy information such as beneficiary changes, coverage amounts, and contact details.
- Renewal and Cancellations: Handling renewals, cancellations, and reinstatements as requested by clients
- Financial Transactions/ Premium Payments: Facilitating premium payments and settling up automatic payment plans.
- Refund and Adjustments: Processing refunds, premium adjustments and addressing billing descrepancies.
- Information Dissemination/Product Information: Providing detailed information about life insurance product and services to potential and existing clients
- Technology and Tools/ Online Portal Support: Assisting clients with accessing and navigating online portals for managing their policies.
- Compliance and Documentation/Record Keeping: Maintaining accurate records and clients interactions, transactions, and claims.
- Regulatory Compliance: Ensuring all activities comply with insurance regulations and company policies.
- Agent Support/Sales Support: Assisting life insurance agents with administrative tasks, clients follow ups, and scheduling appointments.
- Marketing Assistance: Providing support for marketing campaigns and client outreach initiatives.
- Customer Relationship Management: Personalized Service: Offering personalized service to build and maintain strong relationship with clients.
Education
Associate of Arts - Bachelor of Science in Information Technology
Saint Louise University
Philippines05-2002
Skills
- Communication Skills
- Customer Service Orientation
- Detailed-Oriented
- Technical Proficiency
- Organizational Skills
- Personalized Service
- Building Relationships
- Team training and development
- Strong interpersonal skills
Timeline
Independent Life Insurance Broker
Greatway Financial Inc
03.2013 - Current
Associate of Arts - Bachelor of Science in Information Technology
Saint Louise University
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