Customer service - Iqor Ph
(2022-06 - 2023-04)
- Handled inbound and outbound calls assisting customers with policy inquiries, service requests, and issue resolution
- Provided professional and efficient customer support while maintaining high customer satisfaction
- Documented customer interactions and updated client records accurately
- Built strong client relationships through effective communication and problem-solving
Insurance agent and Accounting Specialist - Panorama Insurance Associate under SWAK BPO CORP.
(2023-06 - 2026-03)
Insurance Administration / Data Entry
- Processed policy submissions, Broker of Record (BOR), renewals, reinstatements, and new business applications using Applied EPIC and ARC systems
- Utilized QQ Catalyst and AMS360 for policy management and client data processing
- Worked with multiple insurance carriers including Travelers, Guard, Safeco, Oregon Mutual, and other commercial and personal lines carriers
- Performed triage for accounting commission concerns, ensuring proper routing and resolution
- Reconciled policies and commissions using Comulate
- Prepared, reviewed, and managed ACCORD forms ensuring compliance with documentation standards
- Maintained accurate policy and client records while ensuring confidentiality and data integrity
- Assisted in document tracking, reporting, and database updates
