Marissa

Supports US-based insurance brokers by assisting with quoting, policy issuance, certificates, endorsements, renewals, billing, and other policy servicing tasks. Uses Applied Epic, QQ Catalyst, and CSR24 agency management systems while communicating through various business applications.

Provided bancassurance services by promoting BPI-Philam insurance products to bank clients, maintaining relationships with bank partners and customers, delivering after-sales support, and preparing regular sales reports.

Managed auto loan applications by interviewing clients, evaluating applications, coordinating credit investigations, preparing approval documents, encoding loan information, handling documentation, and monitoring document completion.

Handled account opening, over-the-counter banking transactions, customer inquiries, account documentation, ATM reconciliation, inventory of banking materials, and checkbook processing while supporting daily branch operations.

Supervised daily insurance renewal transactions for auto and real estate accounts, maintained insurance records, monitored insurance performance and income, assisted with insurance claims, verified policies, reconciled insurance payments, and maintained insurance databases.

Managed documentation and records for acquired assets and repossessed vehicles, monitored documentary compliance, coordinated insurance coverage, processed payments, maintained asset records, coordinated with internal departments, and prepared monthly sales reports.

Managed accounts receivable by processing cash receipts, billing, reconciliations, collections, invoicing, bank deposits, account adjustments, and monthly credit reporting.

Provided administrative and accounting support by preparing financial documents and reports, managing petty cash, monitoring inventory and office supplies, assisting with operational reporting, supporting managers, and coordinating team schedules.