Staff - St. Peter Lifeplan Inc. - Unit A MLK bldg., Dila, Sta. Rosa, Laguna
(2018-08)
- Encode all necessary information in the system such as payment, new sales, new agent information, etc.
- Prepare different kinds of reports needed by the branch head, regional, territory and head office.
- Dealing with queries on the phone and email.
- Assist walk-in customers whether the pay the plan or process application.
- Process different application such as money back, claim insurance, transfer, reinstatement, and unrendered service.
- Prepare the documents of planholder and agents such as their ID, certificate of full payment, contracts, and others.
- Perform such other duties and tasks that may be assigned from time to time.
Sales Representative - Office Basics Corp. - Gatchalian Compound, Banay Banay, Cabuyao, Laguna
(2016-05 - 2018-05)
- Responsible for selling company’s product through calls, emails or company visit.
- Prepare price quotation, purchase order, sales order and delivery receipt.
- Check the delivery schedule and inform customers.
- Find ways to gain more customers and sell more products to meet sales target.
- Prepare reports and filing of documents.
- Assumes other duties as assigned by superior e.g accounting duties
Data Encoder - DSWD Region 5 - Buraguis, Legazpi City
(2015-08 - 2016-01)
- Encodes data in the system
- Double check if all data encoded are accurate