Arlene de Leon
Central Insurance Assistant III
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About
An insurance coordinator manages all aspects of an organization's or client's insurance policies, including verifying coverage, assisting client's on claims, and coordinating with insurance providers.
Key responsibilities involve maintaining accurate records, communicating with stakeholders, ensuring compliance, and assisting with paperwork like insurance renewals.
Experience
Central Insurance Assistant III - Iconic Dealership Inc. (All Ayala-owned dealerships: Honda Cars Makati, Inc., Isuzu Automotive Dealership, Inc. & Kia Dealership)
(2022-10 - 2026-01)
- Prepares weekly and monthly DAILY MONITORING of Honda Cars Alabang & Bacoor renewed policies.
- Increased utilization of e-mail and Honda text facilities for notices, reminders, billing and collection follow ups.
- Advise clients on the most appropriate insurance and the insurance provider based on their budget.
- Timely submission of renewed policies status report which is due every 5th of the following month.
- Timely posting of the renewed policy details to Web Automobile Insurance System (WAIS) for the monitoring of accounts.
- Monthly reconciliation of the paid renewed policies with SAP B1 in preparation for batch remittance to insurance providers (BPI/MS Insurance Corp., Standard Insurance Co., Inc., Mercantile Insurance Co., Inc.; Oona Insurance Corp).
- Generates a payment summary based on the Statement of Account (SOA) and encodes it in the AC Mobility Web App for processing of payments to insurance providers (BPI/MS Insurance Corp., Standard Insurance Co., Inc., Mercantile Insurance Co., Inc.; Oona Insurance Corp).
- Other reports as may be required from time to time.
Central Credit and Collection Assistant III - Iconic Dealership Inc. (All Ayala-owned dealerships: Honda Cars Makati, Inc., Isuzu Automotive Dealership, Inc. & Iconic Dealership)
(2022-01 - 2022-10)
- Prepares weekly and monthly reports of accounts receivables.
- Follow up the collection of proceeds and dealer incentives with accredited banks through phone calls and email correspondence.
- Validates and verifies releases of vehicles.
- Conducts credit investigation & prepares financial status summary of companies applying for credit line.
- Prepares of operations review report for each branch account.
Branch Finance Assistant III - Honda Cars Makati, Inc. (Honda Cars Alabang Branch)
(2013-09 - 2021-12)
- Prepares documents and processes vehicle releases in cash, purchase order and bank financing.
- Prepares documents and checks all requirements of bank financing transactions.
- Monitors reports and analysis of financing transactions.
- Validates customer refund invoiced retail financing accounts.
- Analyzes receivables related to invoiced accounts.
- Prepares weekly status report of vehicle releases.
- Clearing /Transfer posting of accounts receivable of vehicle sales.
- Perform other duties that may be assigned from time to time.
- Cashiering.
- Billing.
Credit & Collection Assistant III - Honda Cars Makati, Inc.
(1998-12 - 2013-09)
- Validates and verifies vehicle sales releases, parts, service and other transactions affecting collection period.
- Analyzes and prepares weekly and monthly reports of accounts receivable of parts, service & vehicle sales.
- Consolidation of accounts receivable of loans inventory.
- Conducts credit investigation on companies applying for credit line and prepares summary and write-ups of profiles based on their financial status.
Accountant - Toyota Otis, Inc.
(1993-02 - 1998-12)
- Prepares payroll, remittance of gov't mandated contributions of non-managerial and contractual employees.
- Prepares monthly VAT remittances, monthly financial statements and quarterly corporate income tax return.
- Supervises year end audit.
Education
Bachelor of Science in Commerce - Accounting - Rizal Memorial Colleges (1992-03)
