Rogelio Agulay
Customer Service / Banking Associate — Bank of the Philippine Islands (BPI)
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About
Customer service professional with nearly five years of experience in healthcare billing, retail customer service, and e-commerce support, including Shopify expertise. Skilled in handling customer inquiries, resolving concerns, following established procedures, and delivering quality service across different account types. A graduate of Architectural Drafting Technology with additional academic background in Accountancy, Business, and Management (ABM).
Seeking to leverage strong communication, problem-solving, and customer service skills in a banking role with the Bank of the Philippine Islands (BPI).
Experience
Billing Support Representative — Healthcare Account at Sagility (2023-06 – 2026-07)
- Investigated and resolved healthcare claims discrepancies for a US-based healthcare account, validating claims data using CAS reason codes in Salesforce CRM — directly comparable to reviewing and reconciling financial transaction records.
- Audited medical documentation for billing accuracy and compliance with account policies, a skill set that transfers to verifying documentation for banking transactions and account requirements.
- Communicated clearly and empathetically with customers regarding charges, payment plans, and billing corrections.
- Maintained a 95% customer satisfaction score while handling 60 tickets or calls per day, demonstrating accuracy and composure under high transaction volume.
- Helped reduce claim payment issues by 30% through improved claims validation accuracy — reflecting a strong attention to detail valued in banking operations.
Email Customer Support Representative — AX Paris Account at Excevo Ltd (2025-07 – 2026-01)
- Supported AX Paris, a UK-based women's fashion brand, handling customer inquiries via email and social media channels.
- Resolved damaged, wrong-item, and lost-item cases, processing replacements or refunds/vouchers through Shopify — comparable to processing customer disputes and refund transactions.
- Supported 60 to 100 customers daily, accurately updating refund status and documenting every interaction for QA and team handoffs.
- Collaborated with cross-functional teams to escalate and resolve complex cases within SLA.
Customer Support Representative — Online Shopping Account at Inspiro Inc. (2021-08 – 2022-09)
- Assisted customers with order status, returns, refunds, and account issues for a Philippine e-commerce client.
- Adapted communication style to customer needs, reducing repeat contact rate by resolving issues on first interaction.
Education
Senior High School in Accountancy, Business, and Management (ABM) – Iloilo Science and Technology University – Barotac Nuevo Campus (2023 – 2024)
Diploma in Architectural Drafting Technology

