CANDIES DALE CAYOCYOC
Cavite City
Summary
"A dedicated and reliable Insurance Specialist with 10+ years of experience across multiple roles in the insurance industry, including Insurance Specialist for commercial and personal lines, Claims Executive, Customer Service Representative, Policy Management, and Sales Executive. Highly skilled in cultivating strong relationships with both stakeholders and customers through clear, effective, and professional phone communication."
Overview
14
14
years of professional experience
Work History
Insurance Specialist - InsurAssists
REMOTE RAVEN
09.2024 - Current
- Quoting Personal & Commercial Lines new business & renewal.
- Assigning and processing of communication log.
- Policy checking and Audit.
- Processing endorsement and cancellation.
- Issuance of Certificate and Auto ID.
- Familiarity with various carrier website and insurance software such as Applied Epic & EZlynx.
Executive, Claims Services and Risk
INCOME INSURANCE LIMITED
08.2016 - 08.2024
- We played a key role in GI Consumer Business by supporting our stakeholders in Underwriting, Policy Servicing and Claims processing.
- Key role: Handling customer enquiries, escalations and complaints via phone call and email.
- Ensure all claim enquiries are handled in a satisfactory manner.
- Email/Inbox management. Able to attend 80-100 email enquiries in a day.
- Issuance of Letter of Guarantee for insured hospital admission.
- Assisting Hospitals patient financial services inquiry on payments, tax invoices and admission related documents.
- Updating of statement of account request from Hospitals.
- Assist on updating law firm on Death claims related matter.
- Assist the claims team to follow up supporting documents for handling of claims.
- Participate in projects and system enhancements including liaising with stakeholders in providing requirements, preparation of test plan and perform user acceptance testing.
- Assisting customers renewal inquiry, payments via different channels.
- Provides renewal quotations and premiums.
- Process renewal, endorsement and cancellation submitted by the policyholders and intermediaries.
- Process and issue Personal Lines insurance policies.
- Support daily transactional tasks and ensure that operation targets are met.
- Handle email enquiries from policyholders and intermediaries.
- Do aftersales tasks and follow-up action.
- Maintain confidentiality and adhering to PDPA guidelines.
Administrative Assistant - Property and Casualty Policy Processing
AXA INSURANCE SINGAPORE PTE LTD
04.2015 - 08.2016
- Fulfillment/Sorting of Documents.
- Filing/Retrieving of Documents.
- Attend to walk-in intermediaries for document collection.
- Data Input.
- Update of AXA-Dice/ActorV2 platforms.
- Manual Issuance of Tax Invoices/Certificates/Cover Notes/Schedules.
- Administration of Bonds (preparation of memo/letters/submitting for signatories).
- Any other tasks assigned from time to time.
Campaign Executive
AIG SINGAPORE
12.2014 - 04.2015
- Do cold calling to existing Policy Holders of AIG Insurance.
- Administrative work of processing Application Forms and Giro Forms.
- Processing Application via emails to be send to Policy owners.
- Marketing new Insurance products and promotions to Policy Owner.
- Upselling Insurance Products.
- Keeping accurate and detailed record of calls made and results achieved.
- Act as a representative of the clients and represents their interest at all times.
Customer Service Executive
MSIG INSURANCE
06.2013 - 06.2014
- Do Inbound and Outbound Calls.
- Keep accurate and detailed records of calls made and results achieved.
- Achieve budgeted campaign rate and specified targets.
- Understand and manage personal performance on a daily basis.
- Demonstrate a thorough understanding of our client's products and services and the objectives of specific campaigns.
- Maintain confidentiality and customer record by updating account information.
- Contributes to team effort by accomplishing related results as needed.
Customer Service Representative
LIVINGSTONE INTERNATIONAL, AUSTRALIA
11.2012 - 03.2013
- Company Overview: E-Way Business Incorporated, Makati City, Philippines
- Handle outbound and inbound calls to Australian Clients.
- Attend to product inquiries from customers, or from company personnel when necessary.
- Order taker, process the orders in the system and ensure that customers receive the goods or services they have requested in timely and efficient manner.
- Ensure that each call handled meets the service standards of the Company.
- Create and/or maintaining proper client, call and sales records.
- Ensure confidentiality of data in the manner and to the extent required by the Company.
- Perform any duties as may be assigned by the Company.
Customer Service Associate
BLUE SHIELD OF CALIFORNIA
11.2010 - 08.2012
- Company Overview: Teletech Customer Care Management Philippines
- Answering Inbound Calls from Health Care Providers across United States of America.
- Providing accurate details of patient’s healthcare coverage.
- Assisting on query of patient’s insurance coverage.
- Assisting on claim issues.
Education
Certificate - Commercial General Insurance
Singapore College of Insurance
01.2023
Data Visualization with Power BI - undefined
Capelle Academy
01.2023
Data Analytics 4.0 - undefined
National University of Singapore
01.2022
Data Storytelling & Visualization - undefined
Capelle Academy
01.2021
Certificate - Health Insurance
Singapore College of Insurance
01.2019
Certificate - Personal General Insurance
Singapore College of Insurance
01.2013
Certificate - Basic Insurance Concepts and Principles
Singapore College of Insurance
01.2013
Bachelor - Secondary Education
University of Eastern Philippines
01.2008
Skills
- MS Office (Excel, PowerPoint, Word, Outlook)
- Applied EPIC
- Time management, multitasking, problem-solving and decision-making
- Proficient in oral / written (English)
- Knowledgeable in sales, marketing, processing and customer service
- Effective and efficient in handling different type of customers
- Empathic skills
- Decision-making techniques
- Effective communication
LANGUAGES
English
Timeline
Insurance Specialist - InsurAssists
REMOTE RAVEN
09.2024 - Current
Executive, Claims Services and Risk
INCOME INSURANCE LIMITED
08.2016 - 08.2024
Administrative Assistant - Property and Casualty Policy Processing
AXA INSURANCE SINGAPORE PTE LTD
04.2015 - 08.2016
Campaign Executive
AIG SINGAPORE
12.2014 - 04.2015
Customer Service Executive
MSIG INSURANCE
06.2013 - 06.2014
Customer Service Representative
LIVINGSTONE INTERNATIONAL, AUSTRALIA
11.2012 - 03.2013
Customer Service Associate
BLUE SHIELD OF CALIFORNIA
11.2010 - 08.2012
Data Visualization with Power BI - undefined
Capelle Academy
Data Analytics 4.0 - undefined
National University of Singapore
Data Storytelling & Visualization - undefined
Capelle Academy
Certificate - Health Insurance
Singapore College of Insurance
Certificate - Personal General Insurance
Singapore College of Insurance
Certificate - Basic Insurance Concepts and Principles
Singapore College of Insurance
Bachelor - Secondary Education
University of Eastern Philippines
Certificate - Commercial General Insurance
Singapore College of Insurance
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