Bernard Bongat

Bernard Bongat-| https://www.linkedin.com/in/bernard-bongat-7b345123a/ | - Education Associate Degree of Applied Science Professional Studies Brigham Young University–Idaho April 2024 Rexburg, Idaho, U.S.A. • Data-driven management decision • Effective professional communication Administrative Assistant and Entrepreneurship Certificate April 2024 Brigham Young University–Idaho Rexburg, Idaho, U.S.A. • • Visualize data and Excel functionality Time and record management • • Creates professional documents Basic accounting principle Experiences Licensed Financial Advisor Sun Life of Canada Philippines Incorporated • • • • February 2025 – Present Pasay, Philippines Provide personalized financial planning and insurance solutions to clients, helping them secure life, health, and investment protection. Professionally communicate with prospective and existing clients through calls and online consultations, aligning their financial goals with appropriate insurance and investment products. Maintain accurate records using tools such as Google Sheets and CRM systems for documentation and policy tracking. Stay organized and reliable while meeting sales targets, responding to client needs, and demonstrating adaptability in a dynamic, remote work environment. Insurance Virtual Assistant May 2024- May 2025 Agency VA Quezon City, Philippines • Managing inbound and outbound calls to ensure effective communication and customer satisfaction. • Preparing and providing insurance policy quotes tailored to client needs and coverage requirements. • Updating and modifying policies in response to customer inquiries, executing accurate data entry to maintain up-to-date records and delivering exceptional customer service by addressing concerns and delivering tailored solutions. • Edit, format, and proofread documents and correspondence for clarity and professionalism. Mentor and Email Support October 2021– July 2024 Springboard partnered with BYU-Pathway Worldwide Salt Lake City, Utah • • • Ensured accuracy of students’ academic plans in the Student Portal, supporting smooth and timely progression toward degree completion. Maintained and tested tools and systems used for class scheduling, certificate/degree changes, and academic planning. Collaborated with cross-functional teams to improve student planning processes and resolve issues efficiently. Skills • • • • CRM (Microsoft Dynamics and PL Rater) Customer Support/Experience Document Preparation Google Workspace and Microsoft 365 • • • • Planning and Scheduling Multilingual Bookkeeping Technical Support