Dan Carlo Paulo Dy
Simi Valley,CA
Summary
Results-oriented professional with 22 years of combined experience in quality assurance, facilitation, transaction processing, and insurance underwriting. Demonstrating strong analytical and problem-solving skills through meticulous quality audits, I have honed my ability to effectively communicate complex information during training sessions. Expertise lies in accurate and efficient transaction processing, comprehensive understanding of insurance policies and underwriting processes, and knowledge of the stock market and mutual fund investing showcasing commitment to financial literacy.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Quality Auditor
Accenture Inc.
03.2022 - 01.2025
- Conduct audits to assess compliance with industry standards, regulatory requirements, and company-specific quality control procedures
- These audits can cover areas like meter reading, billing processes, customer service interactions, safety protocols, and environmental regulations
- Identify areas where procedures are not being followed or where existing procedures are inadequate
- Prepare comprehensive audit reports detailing findings, non-compliance issues, and recommendations for improvement
- Recommend process improvements to address identified deficiencies and enhance overall quality control
- Identify trends in audit findings and data analysis to proactively address potential issues
- Compile and present audit reports and data analysis to management, highlighting key findings and recommendations
Facilitator
Accenture Inc.
08.2019 - 02.2022
- Planning and preparing for meetings, workshops, and training sessions related to various utility functions (customer service and billing)
- Leading meetings effectively, ensuring all participants have a chance to contribute and discussions stay focused
- Assisting in the development and delivery of training programs for employees on company policies, procedures, and relevant industry regulations
- Documenting new processes and procedures for future reference
Utilities Billing Associate
Accenture Inc.
09.2015 - 08.2019
- Calculate and generate accurate customer bills based on meter readings, service rates, and customer accounts
- Process customer payments efficiently and ensure accurate application of funds to the correct accounts
- Research and resolve billing discrepancies reported by customers, such as incorrect charges or meter readings
- Respond to customer inquiries regarding bills, account statements, payment options, and service charges
- Provide excellent customer service by addressing concerns related to billing in a professional and courteous manner
Healthcare Billing Associate
Accenture Inc.
06.2011 - 08.2015
- Meticulously enter patient demographic information and treatment details into Electronic Health Records
- Update existing patient records with new information, ensuring a comprehensive and current medical history
- Strictly adhere to Health Insurance Portability and Accountability Act (HIPAA) regulations to safeguard patient privacy and data security
- This involves maintaining confidentiality and appropriate access controls
- Communicate with healthcare professionals to clarify any ambiguities or missing information required for data entry in patient records
Office Manager
Philamlife Insurance Company
01.2006 - 05.2010
- Establish and refine office workflows, ensuring they align with company goals and industry regulations, and communicate these effectively to staff
- Recruit, train, mentor, and evaluate the performance of administrative assistants, clerical staff, and potentially junior supervisors
- Foster a positive and productive work environment
- Ensure adequate inventory of supplies, oversee the maintenance and repair of office equipment, and manage relationships with building management for facility needs
- Provide high-level administrative support to agents, underwriters, and other insurance professionals, facilitating their workflows and ensuring they have the resources they need
- Manage the flow of critical documents related to life insurance policies, including applications, endorsements, claims, and regulatory filings, ensuring accuracy and timeliness
- Handle escalated or sensitive inquiries from policyholders regarding policy administration, claims, or other issues, ensuring professional and empathetic service
Insurance Underwriter
Philamlife Insurance Company
04.2003 - 12.2005
- Actively seek out new clients through various methods like networking, referrals, lead generation, or cold calling
- Conduct thorough needs assessments by meeting with potential customers
- This involves asking questions to understand their individual risks, financial situations, and insurance requirements
- Maintain a deep understanding of various insurance products offered by the company, including coverages, exclusions, limitations, and pricing structures
- Present insurance products effectively, tailoring the benefits, terms, and conditions to the client's specific needs in a clear and concise manner
- Anticipate and address client concerns and objections regarding insurance plans, presenting solutions and highlighting the value proposition of each policy
- Guide the client through the application process, ensuring all information is accurate and complete
- This may involve collecting necessary documents and facilitating approval from the underwriter
- Stay updated on current market trends and competitor offerings to ensure the company's insurance products remain competitive
- Participate in continuing education courses to maintain knowledge of insurance products, regulations, and industry best practices
- Develop strong relationships with potential and existing clients by providing exceptional service and building trust to foster long-term business
- Assist clients with policy renewals, reminding them of upcoming expiration and guiding them through the renewal process
Education
BSBA - Major in Business Management
Colegio de San Juan de Letran
03.2003
Skills
- Problem-solving
- Organization
- Leadership
- Attention to detail
- Customer Service
- Teamwork
- Interpersonal skills
- Auditing
- Data Analysis
- Report Writing
- Project Management
- Training & Development
- SAP
- QuickBooks
- Salesforce
- Billing & Accounts Receivable
- HIPAA Compliance
- Sales
- Client Relationship Management
- Insurance
- Photography
- Stock Market
- Quality control processes
- Customer focus
- Internal auditing
- Documentation management
- Report preparation
- Corrective action planning
- Continuous improvement
- Root-cause analysis
- Standards compliance
- Training and coaching
Hobbies and Interests
- Digital Photography
- Stock Market
- Traveling
Certification
- Certified Training Facilitator, Accenture Inc. - August 2019
- Quality Auditor, Accenture Inc. - March 2022
Timeline
Quality Auditor
Accenture Inc.
03.2022 - 01.2025
Facilitator
Accenture Inc.
08.2019 - 02.2022
Utilities Billing Associate
Accenture Inc.
09.2015 - 08.2019
Healthcare Billing Associate
Accenture Inc.
06.2011 - 08.2015
Office Manager
Philamlife Insurance Company
01.2006 - 05.2010
Insurance Underwriter
Philamlife Insurance Company
04.2003 - 12.2005
BSBA - Major in Business Management
Colegio de San Juan de Letran
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