Ron Rafael

Manage the end-to-end insurance sales process for Comprehensive Coverage and CTPL, including client needs assessment, multi-carrier quoting, policy issuance, follow-up, and pipeline management. Provide coverage recommendations based on client risk profiles while using the agency platform and carrier portals in compliance with Insurance Commission of the Philippines regulations.

Managed commercial client accounts by handling new business submissions, renewals, endorsements, certificates of insurance, carrier follow-up, and multi-carrier quoting. Supported sales and agency operations through lead generation, appointment setting, CRM pipeline management, SOP development, workflow automation, and communication with clients and carriers.

Supported commercial and personal lines producers by processing policy servicing requests, certificates of insurance, ACORD forms, quoting support, renewals, and CRM management. Assisted with appointment setting, prospecting, executive administrative support, workflow improvements, and agency documentation.

Provided customer support for life insurance, annuity, mortgage, and financial service inquiries while processing policy transactions, account updates, billing adjustments, claims intake, and sales support. Assisted clients and financial advisors, maintained policy records, supported compliance processes, and coordinated transactions with financial institutions.

Managed online examination operations including candidate registration, identity verification, scheduling, live virtual proctoring, results processing, and customer support. Assisted with workflow documentation, scheduling coordination, technical issue reporting, and communication with clients and internal teams.

Provided customer service through live chat by assisting with orders, returns, refunds, product inquiries, and account concerns. Coordinated with internal teams, documented customer interactions, and ensured timely resolution of customer requests.

Delivered technical support for billing, network, hardware, and service-related concerns while assisting customers with account management, troubleshooting, sales support, and customer retention. Maintained customer records, escalated technical issues, and documented service interactions.

Managed virtual event operations by coordinating online meetings, monitoring event platforms, supporting technical troubleshooting, preparing workflows, and communicating with clients and internal teams. Assisted with event documentation, quality assurance, and platform support.

Provided technical support for Samsung products by assisting customers with troubleshooting, account concerns, warranty and service inquiries, and product recommendations. Maintained customer records and supported issue resolution using internal systems.

Assisted customers with mobile services, billing inquiries, account maintenance, device support, technical troubleshooting, service activations, upgrades, and payment processing. Maintained customer records while supporting sales and customer retention activities.