Kevin Yap

Detail-oriented insurance administration professional with experience supporting Australian insurance brokerage operations, including policy renewals, insurance quotations, premium reviews, policy documentation, and general administrative support for brokers. Experienced in coordinating with brokers, insurers, and internal teams while maintaining accurate client and policy records and ensuring documentation is complete and compliant. Brings a strong background in financial services, compliance, and documentation, with a proven ability to manage administrative tasks accurately and efficiently in a fast-paced environment.

VIRTUAL ASSISTANT at HAMMERJACK PTY LTD (2025-05 – Present)

Supporting an Australian insurance brokerage firm

• Create summaries of insured client properties with key details such as location, building, and contents, and review current versus previous-year premiums to assist in renewal analysis and recommendations.
• Obtain and coordinate insurance quotations from various insurers, liaising with brokers to gather and organize quotation information.
• Prepare and send pre-renewal letters to clients ahead of policy expiry, advising them of the upcoming renewal and requesting confirmation of any changes to the insured property or policy details.
• Prepare and send debtor notices to clients with payments due, informing them of their outstanding insurance payment requirements.
• File and maintain all relevant correspondence and notes in OfficeTech, including communications with clients and brokers, for accurate record-keeping and future reference.
• Provide general support to brokers by assisting with various administrative and operational tasks as required.

ADMIN ASSISTANT at TOA GLOBAL (2024-03 – 2025-04)

Supporting an Australian insurance brokerage firm

• Prepare accurate and timely insurance quotations based on client requirements and company guidelines.
• Maintain and update client information, policy details, policy history, and premiums in internal systems, ensuring accuracy and completeness.
• Communicate with brokers and internal staff to gather information required for quotation preparation and address related queries or concerns.
• Request claims history from insurers when required as part of the policy renewal process, ensuring relevant information is available for review.
• Ensure all quotation documents are complete, compliant, and properly filed for easy retrieval and reference.
• Conduct thorough reviews of quotations to ensure accuracy, consistency, and compliance with company policies and regulatory requirements.
• Ensure timely renewal of insurance policies and accurately prepare and issue invoices.
• Process policy cancellations upon request from brokers.
• Provide administrative assistance to the team and support various tasks and requirements as needed.

LOANS DOCUMENTATION OFFICER | LOANS COMPLIANCE CHECKING OFFICER at BDO UNIBANK, INC. (2019-03 – 2023-06)

Compliance Checking Officer at BDO UNIBANK, INC. (2023-01 – 2023-06)

• Review loan agreements and supporting requirements against approved credit proposals to ensure compliance with established requirements.
• Perform compliance checks by verifying client signatures and the completeness and accuracy of submitted documentation.
• Prepare and process loan documentation, including securities receipt-in and documents-in-order certifications.
• Update loan records and requirements in BDO systems and maintain proper documentation and safekeeping of loan files.
• Review and approve booking of micro, small, and medium enterprise client accounts.

Documentation Officer at BDO UNIBANK, INC. (2019-03 – 2022-12)

• Review approved credit terms and prepare loan folders, agreements, and supporting documents for signing.
• Compute processing fees, documentary stamp tax, registration fees, and miscellaneous fees.
• Scan, index, verify, and upload loan documents into BDO systems and prepare client letters and certifications.
• Process partial and full releases of collateral and prepare promissory notes, disclosure statements, and other legal documents.

AUTO LOAN MARKETING ASSOCIATE at BANK OF THE PHILIPPINE ISLANDS (2015 – 2019)

• Prospect for potential clients and contribute to the achievement of monthly targets.
• Assist clients throughout the loan application process and monitor application status, providing timely updates.
• Review client-submitted documents and requirements for completeness and accuracy.
• Coordinate with internal departments and maintain professional relationships with external partners to support efficient application processing.

MANAGEMENT TRAINEE at TOM'S WORLD PHILIPPINES (2014 – 2015)

• Support day-to-day branch operations and prepare weekly and monthly reports.

Bachelor of Science in Business Administration – UNIVERSITY OF THE ASSUMPTION (2009 – 2014)