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Rogelio Agulay

Rogelio Agulay

Customer Service / Banking Associate — Bank of the Philippine Islands (BPI)

Talent
Cebu City, CebuMember since August 22, 2025
SalesforceShopify
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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

Skills

Customer Service / Banking AssociateBank of the Philippine Islands (BPI)

Reviews

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