Grace Dapat

GRACE R. DAPAT Admin/Branch Operations Specialist/ Coordinator - - Pagadian City, Philippines PROFESSIONAL SUMMARY Detail-oriented and customer-focused Branch Operations Specialist with over 5 years of experience in the insurance industry. Adept at managing transactions, handling premium collections and providing excellent customer service. Successfully maintained accuracy in policy issuance and after-sales processing. Skilled in Salesforce CRM, and branch administration with a proven ability to build strong client and distributor relationship. Known for adaptability and the ability to handle multiple responsibilities EDUCATION 2013 - 2017 Bachelor of Science in Business Administration Major in Financial Management Saint Columban College EXPERIENCE 2021 - Present Branch Operations Specialist Processed over 500 transactions monthly. Handled after-sales services & Distributor coordination, improving branch efficiency. Provides customer support to walk-in clients, ensuring high client satisfaction. Upkeep of branch office facilities. Perform other functions that would be required from time to time. AXA Philippines 2019 - 2021 Dealership Coordinator Responsible for the accurate and timely issuance of insurance policies under Toyota and Hyundai. Provides quotations & statements of accounts for dealership partners. Monitors policy renewals and coordinate with dealers for continued coverage. Strengthened dealer relationships through consistent service and coordination. Charter Ping An Insurance Corp. 2018 - 2019 CLG Personnel Handles loan promo accounts under Metrobank for policy issuance and Monitoring. Ensured timely payments and renewals for insured accounts. Responsible for the accurate and timely issuance of insurance policies under CLG accounts. Responsible for releasing of clearances for paid loan account Charter Ping An Insurance Corp. CORE COMPETENCIES Policy Issuance Premium Collections Critical thinking Administration Data Entry & Customer Service and Documentation Client relations Distributor and Dealer Coordination Organizational and time management TECHNICAL SKILLS Salesforce Case Management Tool CustomerHub Pipeline Microsoft Office Regional Life System Business Analysis Portal General Insurance E-Receipting System Information System Payment Solutions and Persistency Tool Tool