Rosilyn Sy

Rosilyn Sy

$6/hr
Data Entry Specialist and Virtual Assistant for Sales & Marketing (Insurance & Real Estate)
Reply rate:
33.33%
Availability:
Hourly ($/hour)
Location:
Mandaluyong, Metro Manila, Philippines
Experience:
10 years
ROSILYN C. SY Mobile No. : - E-mail Add.:-LinkedIn: linkedin.com/in/rosilyn-sy-b OBJECTIVE: To contribute and be a part of your growing company. WORK EXPERIENCES: Anda Insurance Agencies Pte Ltd Duties : : Gen. Insurance Exec. - Provides non-motor quotations to clients based on July 2016 – Sept 2021 the Underwriting Authority & Guidelines - Acquire new clients and build rapport for retention - Review the policies up for renewal each month & offer the most competitive rate - Coordinate New Business, Renewals, and Endorsements to insurers and/or clients - Provide operational support to the team to deliver High-quality service to clients - Assist Accounts Department with premium collections - Train new employees in the business process - Collaborate with colleagues and insurers to ensure inquiries, clients’ complaints & any special requests are handled promptly. Daglen GI Pte Ltd Duties : : Assistant Manager - Managed documentation, inquiries, basic assessment & Apr 2014 – Mar 2016 monitoring of non-motor claims (Property, WIC, Health & Travel) - Managed Corporate clients’ Group Medical Insurance - Provided clients with non-motor quotations - Coordination of new business, renewals, and endorsements request to insurers and/or clients - Handled two major clients’ insurance needs - Helped with project quotation, moneylender, and immigration bond in the absence of my coworkers - Handled the Marine New Business request & assisted on Marine Insurance requests in the absence of a colleague - Assisted with the collection of receivables from my portfolio - Trained new employees in the business process - Administrator of the company’s MOM for Foreign Workers Duties : : Admin Supervisor - Handled the documentation, basic assessment, inquiries & Aug 2007 – Apr 2014 - monitoring of various non-motor claims - Managed Corporate Clients' Group Medical Insurance - Provided clients with non-motor quotations - Coordinated requests for new business/renewals/endorsements with clients &/or insurers - Provided project insurance quotation - Handled and/or assisted with project quotation/inquiries in the absence of my coworker - Assisted on Moneylenders Bond and Marine Insurance requests in the absence of a colleague -Trained new employees on the business process - Administrator of the company’s MOM for Foreign Workers UCPB General Insurance Co., Inc. (Insurance Company) Duties : : Processor I - Quote, underwrite, and accept risks within Authorized Underwriting Dept. Limits and Underwriting Guidelines 2005 – 2007 - Analyzed and evaluated risks based on Underwriting Guidelines - Solicits business from producers - Coordinated & assisted producers in all their needs and concerns. - Collects unpaid premiums from the client(s) - Issued & signed policies & endorsements - Trained newly hired employees on the issuance of policies and endorsements - Processed requested policy(ies) to brokers/clients in accordance with the company’s benchmark Extra Activity: - ISO Internal Quality Auditor Duties : : Internal Marketing Asst. - Quotes, underwrites and accepts risks within Authorized Underwriting Dept. Limits and Underwriting Guidelines 2003 - 2005 - Analyzed and evaluated risks based on Underwriting Guidelines - Solicited business from brokers - Coordinated & assisted producers in all their needs and concerns. - Processed & signed policies & endorsements. - Sends production report & renewal business report to brokers - Collected unpaid premiums from clients - Sends collection letter(s) to brokers and individual clients - Processed the statement of account of brokers - Analyzed accounts of brokers for adjustment based on Statement of Account - Take minutes of the meeting as assigned - Handled the supplies of the marketing section - Handled the incoming and reference files of the AVP of Underwriting Dept. Duties: - Analyzed and evaluated risks based on the Underwriting Guidelines and Limits of Authority - Issuance of policies & endorsements. - Processed and released document(s) in accordance with the company’s benchmark. Duties : - Processed & released accountable forms to branches & writing agents/brokers within the Authorized Limit - Monitor outstanding accountable forms being used by clients - Ensures the forms being used are in accordance with ISO. - Monitor & control supplies of our unit/section - Handles the incoming and reference files of the AVP of Underwriting Dept. : Processor Underwriting Dept. 2001 - 2003 : Processor Underwriting Dept 1998 - 2001 Childhope Asia Phils. (An NGO for Street Children) Duties : : Admin. Assistant - Purchaser and controller of supplies 1997 - 1998 - Custodian of files of the organization - Monitor releasing of Newsletters to members and affiliates - Updates database files monthly - Encode reports and reading materials needed by the facilitator(s) Metro Asia Resource Corp. (Real Estate Developer) Duties : - Assisted sales executives in product presentation & site viewing - Assisted sales executives in documentation - Ensure sales executives are updated on the current promo of the company. White House Dev’t. Corp. (Real Estate Developer) Duties : - Product presentation and site viewing with clients - Monitor & assisted clients in documentation - Update maps regularly and keep abreast of the current promo of the company. As Phils. Int’l. Duties : - Data Entry and proofread assigned documents for the day - Ensures correct usage of codes in the entry. - Placement of codes to documents for encoding : Unit Manager 1996 : Sales Executive 1995 – 1996 : Data Entry & Proofreader 1993 – 1995 EDUCATIONAL ATTAINMENT: Adamson University : Bachelor of Science in Commerce Major in Management 1988 – 1992 Systems Technology Institute (STI) : Cobol Programming 1986 – 1988 Philippine Pasay Chung Hua Academy : High School 1982 – 1986 SEMINARS/TRAINING ATTENDED: QuickPro Academy Certificate on Health Insurance (Singapore) Certificate on General Insurance (Singapore) - Basic & Commercial Principle - Personal General Insurance - Commercial General Insurance ISO Internal Quality Audit Training Marine Insurance Technical Training ISO 9001:2000 QMS Orientation Non-Life Insurance Course for Underwriters Customer Service Skills in Action Comprehensive General Insurance Course Laptop Device & Network OS Name Brand System Manufacturer Processor Installed Physical Memory (RAM) Disk Size Internet DSL Connection : Apr 2022 : Aug. 2010 : 2008 : : : : : : July 2004 July 16, 2003 Apr 3, 2002 Oct – Dec 2001 May 11, 2001 Sept – Oct 1999 Microsoft Windows 10 Asus ASUSTeK COMPUTER INC. Intel(R) Core(TM) i7-10510U CPU @ 1.80GHz, 2304 Mhz, 4 Core(s), 8 Logical 16.0 GB 951.99 GB (1,022,187,868,160 bytes) 50Mbps
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