Richel Baloro
Carteret
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
33
33
years of professional experience
Work History
Licensed Life Insurance Agent
Self-employed
Carteret, NJ
06.2024 - Current
- Consulted clients on insurance options to tailor policies to individual needs.
- Educated clients on coverage details and policy benefits, ensuring informed decisions.
- Calculated quotes and educated potential clients on insurance options.
- Maintained high standards of customer service by building relationships with clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Analyzed customer needs to provide customized insurance solutions.
Bookkeeper
Philworld Marketing Dba As Seen on TV
Newark, NJ
08.2009 - 12.2012
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Implemented efficient bookkeeping procedures, enhancing overall accuracy and reducing errors.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Managed and responded to correspondence and inquiries from customers and vendors.
Bookkeeper/QMS Auditor ISO 9001
Supply Oilfield Services, Inc. (SOS)
Makati, Philippines
12.1997 - 11.2004
- Conducted comprehensive audits to ensure compliance with industry regulations and company policies.
- Developed audit plans based on risk assessments and operational priorities.
- Evaluated internal controls, identifying vulnerabilities and recommending corrective actions.
- Prepared detailed reports outlining findings, recommendations, and action plans for management review.
- Managed accounts payable and receivable functions to ensure accurate financial reporting.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Enhanced budget tracking with detailed expense categorization.
Bookkeeper
Ideal World Corporation
Manila Philippines
04.1993 - 09.1997
- Managed accounts payable and receivable processes to ensure timely payments and accurate record-keeping.
- Developed and maintained detailed documentation of financial transactions and compliance procedures.
- Optimized payroll processing for accuracy, ensuring all employees were paid promptly and correctly.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Education
Bachelor of Science - Accounting
Philippine School Of Business Administration
Quezon City, PhilippinesSkills
- Customer service
- Compliance
- Teamwork and collaboration
- Strong interpersonal skills
- Critical thinking
- Organizational skills
- Attention to detail
- Problem-solving abilities
- Decision-making
- Adaptability and flexibility
- Data entry
- Client account management
- Strategic planning
Timeline
Licensed Life Insurance Agent
Self-employed
06.2024 - Current
Bookkeeper
Philworld Marketing Dba As Seen on TV
08.2009 - 12.2012
Bookkeeper/QMS Auditor ISO 9001
Supply Oilfield Services, Inc. (SOS)
12.1997 - 11.2004
Bookkeeper
Ideal World Corporation
04.1993 - 09.1997
Bachelor of Science - Accounting
Philippine School Of Business Administration