Sarah Gallardo

SARAH GALLARDO EXECUTIVE ASSISTANT ADMINISTRATIVE ASSISTANT| CLIENT ENGAGEMENT SUPPORT Profile -- A creative and collaborative representative with over 8 years of experienceserving the client facing sector. Expert in customer service, San Jose Bulakan Bulacan Philippines 3017 administrativetask and awareness through customer-centric campaign strategies. EXPERIENCE FINANCIAL ADVISER (LIFE INSURANCE) AND MORTGAGE SPECIALIST EXECUTIVE ASSISTANT | ADMINISTRATIVE ASSISTANT | CLIENT ENGAGEMENT SUPPORT- EDUCATION BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION MAJOR IN MARKETING MANAGEMENT Polytechnic University of the Philippines 2023 - Present SECONDARY SCHOOL Life Insurance and Retirement Plan Lead Management: Schedule initial meetings with financial advisers. Book client appointments and arrange follow-up meetings, including policy reviews DOÑATRINIDAD MENDOZA INS 2010 and application processes. Documentation and CRM Management: Collect and organize required documents from clients. Update CRM systems (e.g., TrAIL) and manage email and calendar schedules. Handle various tasks through CRM to ensure efficient operations. Support and Liaison: Provide administrative support to financial advisers, specialists, and other departments. Liaise with multiple insurance providers to facilitate communication and processes. Process Applications Claims Withdrawals Arrears KiwiSaver Booster Generate Milford SKILLS Efficiently manage schedules, appointments, and office workflows to ensure optimal productivity. Prioritize tasks effectively, meet deadlines, and manage competing priorities in a fastpaced environment. Handle sensitive information and maintain confidentiality with a high level of discretion. Coordinate and manage executive calendars, scheduling meetings and appointments. Mortgage Specialist Support Document Preparation: Gather necessary documents for loan application planning and submission to banks. Client Communication: Act as a liaison between clients and banks to ensure smooth communication. Rate Monitoring: Monitor mortgage fixed rate rollovers, requesting rates from banks and informing clients ahead of due dates. Appointment Management: Schedule review meetings and provide additional assistance as needed to support the mortgage specialist. ADMINISTRATIVE ASSISTANT| EMAIL MANAGEMENT | PHONE RECEPTIONIST Conveyancing.com.au | DBC 2019 - 2022 Administrative Support Provide general administrative assistance to conveyancing professionals, ensuring smooth office operations. Maintain organized filing systems for client documents and legal paperwork. Email Management: Monitor and respond to incoming emails promptly, prioritizing urgent inquiries and requests. Organize and archive emails for easy access and reference. Phone Receptionist Duties: Answer incoming calls professionally, addressing client inquiries related to conveyancing services. Make outgoing calls for follow-ups, information requests, and client communication. Customer Service: Deliver exceptional client service by assisting with questions and concerns, fostering positive relationships. Take accurate messages and relay them to the appropriate team members in a timely manner. Scheduling: Coordinate appointments and consultations for clients, managing calendars effectively to avoid conflicts. Document Preparation: Assist in preparing and reviewing legal documents related to property transactions and conveyancing processes. Information Management: Maintain accurate records of communications, documents, and client interactions for efficient tracking. TELETECH 2015 - 2019 Technical Support | Chat Support Spark New Zealand Assisting clients with their mobile and internet issues via phone calls and chats involves several key steps to ensure effective support. Appointment Setter | Customer Service Calling clients to book the next maintenance visit. Answer phone calls and assisting clients inquiry TECHMAHINDRA VCUSTOMER TARGET MALL | USA 2014 Customer Service Representative, handling inquiries via phone calls and chat, Addressing product inquiries, order inquiries, and assisting customers with tracking their orders."