Ivy Lenteria

Finance Management graduate with three years of experience in an insurance agency, with exposure to customer service, administrative support, documentation, and client coordination. Proficient in Microsoft Office applications and capable of managing multiple tasks while maintaining accuracy and professionalism. Adaptable, organized, and motivated to contribute to a dynamic team and grow in the field of finance and administrative operations.

Regional Finance Officer at COMCARE INSURANCE AGENCY (2023 – 2026)

• Assisted clients with insurance inquiries, applications, and documentation, ensuring accurate and complete submission of requirements.
• Processed and maintained client and policy records using Microsoft Excel and other office tools.
• Coordinated with clients and internal personnel to facilitate timely processing of insurance transactions.
• Prepared and organized administrative documents, reports, and correspondence.
• Handled multiple client requests and followed up on pending applications and concerns, maintaining a high level of professionalism and customer satisfaction.
• Supported the team in daily operations by providing general administrative assistance and data entry tasks.

Finance Department – Staff (On-the-Job Training) at Franciscan College of the Immaculate Conception (2022 – 2022)

• Arranged and organized documents in proper order for easy retrieval and reference.
• Assisted in handling student payments and related documents.

OJT Trainee at Social Security System (SSS) – Baybay Municipality (2022 – 2022)

• Entertained and assisted customers, addressing their inquiries and concerns.
• Handled some paperwork and provided basic information on SSS programs and services.

Bachelor of Science in Finance Management – Franciscan College of the Immaculate Conception (2021 – 2022)