Carlos E Geltura Jr

Carlos Geltura Jr About Me My Contact-- L22 B14 Ph1 Deca Homes Minglanilla Cebu 6046 Tools knowledge CRM Salesforce Avaya / AWS / Genesys Advisor Logic Google Workspace Soft Skill Observation Keen to Details Communication Multi-tasking Education Background CIT University Bachelor of Arts in Mass Communication Completed in 2012 St. Paul Collage Foundation Inc. High School Completed in 2007 License & Certificate Finra SIE Finra Series 6 & 63 Effective News Writing Cebuano Journalism I am a graduate of Bachelor of Arts in Mass Communication been in the workforce for over 10 years already mostly in the BPO & VA industry. I'm a FINRA License holder (SIE, Series 6 & 63). I'm a music lover and in my spare time, I usually play guitar and piano or play around with my son. Professional Experience DXC Technology | Annuity Account Specialist September 2023 – Present Key responsibilities: Answers queries from advisors and policyholders annuity Process withdrawal requests and required minimum distribution Provide status on the death claim process Provide quotes for loan, partial surrender and annuitization Realpage Phil Inc | Maintenance Dispatcher September 2021 – August 2023 Key responsibilities: Answers incoming calls from residents for maintenance issues Create emergency tickets and dispatch maintenance technician Create service issues for complaints about the apartment and Property Management Company Sykes Asia Inc | Insurance Registered Specialist November 2016 – April 2021 Key responsibilities: Process fund allocation changes Answers to advisor/client inquiries about Life and Disability insurance products. Process premium payment and billing inquiries. Accepts transaction request. e.g. Loan, Surrenders, Policy changes. Provides requirements and review requirements for insurance claims. Freelance Experience GMT Finance/Financial Planning VA July 2022 – December 2023 Key responsibilities: Administrative task and Data Entry task Polish Statement of Advice and generate insurance quotes from different providers Prepared reports for initial and annual meeting Lead research and generation