• Customer Support (handling client concerns, and queries, and providing
solutions or suggestions)
• Administrative tasks (filling paper and electronic documents,
administer client records and review clients' insurance eligibility
through counter-checking)
• Records financial transactions such as expenses, invoices, and
payments
• Generates monthly sales report submission, bank reconciliation of remittances,
and incentives computation
• Claims Process (Hospitalization, Death, A-----------, Calamity and
Property Claims)
• Data Entry (maintains the database by entering clients' new and updated
information)
• Intermediate skills in Microsoft Office (Word, Excel, PowerPoint,
Outlook, and Teams)
