Detail oriented and results driven Insurance and Banking Professional with over 9 years of experience in bancassurance, financial advisory, loan documentation review, and client servicing. Highly knowledgeable in life insurance, health insurance, VUL products, billing management, and policy administration. Experienced in preparing insurance quotations, remarketing accounts, updating policyholder information, and coordinating with insurance company representatives.
Experienced in managing client inquiries through phones, providing timely policy support, processing endorsements and policy changes, sending payment follow ups and cancellation reminders, and ensuring accurate documentation of all client interactions.
Strong administrative and organizational skills with proficiency in Microsoft Office, data encoding, documentation review, and multi tasking in fast paced environments. Dependable, professional, and committed to delivering accurate, efficient, and client focused virtual support.