With over 10 years of experience in HR operations and financial services, I’ve built my career around supporting people, improving systems and securing financial portfolios.
Currently, I am working as a US HR Benefits Manager, overseeing health, dental, vision, life, and disability insurance programs—from employee enrollment through termination. I also administer 403(b) retirement plans for more than 160 employees across faith-based organizations in the US, ensuring they understand, optimize, and fully utilize their benefits.
Alongside this, I serve as a Sr. Financial Wealth Planner at FWD Insurance, helping individuals and families plan for income protection, education, and retirement.
Tools and Expertise in HR Processes:
- Learning and Development (Training Needs Analysis, Training Administration and Facilitation, Reporting)
- Employee Life Cycle (Onboarding, Transfer, Offboarding)
- Employee Benefits Management
- HRIS: SAP HR, Workday
- CRM: Salesforce, FreshDesk
- AI Work Integration: ChatGPT, Gemini, Notebook LM, Claude, Grok
- Other Tools: Google Workspace, MS Office, Canva, Capcut, Manychat, Calendly
Other Skills:
- Basic Accounting (handling accounts receivables and payables, books reconciliation)
- Financial Planning (Income and Estate Protection, Education and Retirement Planning)
- Selling and marketing ordinary life and variable unit-linked policies
Experience: 5 - 10 years
I have worked as an HR Advisor, focusing on addressing employee concerns related to company policies, time and pay, and employee life cycle (onboarding, transfer and termination). I have also served as an HR Training Associate, where I facilitated and managed training sessions, further honing my people skills and organizational abilities. Throughout my HR career, I have provided essential support in employee relations and training, ensuring that workplace policies were understood and employee needs were addressed efficiently. My communication skills and proficiency in tools like MS Office and Google Workspace, Workday, SAP, and Salesforce have been key assets in these roles.
Experience: 5 - 10 years
Experienced Admin Assistant, with responsibilities that included managing correspondences, coordinating and scheduling meetings, maintaining inventory and ordering office supplies, generating and analyzing reports, tracking budget expenditures, and supporting daily administrative operations to ensure smooth office functioning.
With 4 years of experience as an Insurance Sales Agent, I have a strong sales background and have developed exceptional client relationship management skills. A notable achievement in my sales experience includes selling insurance policies with a total annual premium of over 1.2 million in 10 months, which qualified me for various incentives, including cash rewards and travel perks. In my role, I provide after-sales services such as policy reviews and addressing client concerns, ensuring that I understand client needs and recommend suitable insurance products. This approach has significantly contributed to client satisfaction and retention. Additionally, my ability to educate clients on their options helps them make informed decisions regarding their insurance needs.
Experience: 2 - 5 years
Knowledgeable in using Salesforce as a case management tool in HR operations, allowing me to manage stakeholders' concerns efficiently. I leverage Salesforce to track and resolve employee inquiries, ensuring timely responses while maintaining accurate records of interactions. Additionally, in my experience as an Account Management Executive, I used Salesforce to coordinate customer profile verification with our KYC department. KYC verification requests are raised to assess whether payments to customers can be processed, ensuring compliance with anti-money laundering regulations.
Experience: 5 - 10 years
Proficient in using Google Workspace, including Gmail, Drive, Docs, Sheets, Calendar, and Forms. In Gmail, I effectively manage email communications, organizing messages with labels and filters for easy retrieval. I utilize Google Drive for secure cloud storage and file sharing, ensuring collaborative access to important documents. I analyze data and collaborate in real-time using Google Sheets, employing functions and charts to enhance data presentation. Additionally, I efficiently schedule meetings and events in Google Calendar, coordinating with team members to optimize our schedules. I also design surveys and questionnaires using Google Forms for data collection and feedback, streamlining information gathering and analysis.
Experience: 1 - 2 years
Adept in using SAP for employee data management and processing various aspects of payroll, including overtime, leaves and absences, and employee pay. This includes calculating and disbursing payments for overtime, allowances, and final pay for departing employees. Additionally, I manage statutory benefits such as maternity leave, salary loans, and calamity loans, ensuring accurate and timely processing to support employee needs and compliance with company policies.
Experience: 5 - 10 years
Proficient in using Microsoft Office software, including Excel, Word, PowerPoint, and Outlook. In Excel, I am skilled in creating and managing spreadsheets for data analysis and reporting, using functions and formulas to streamline processes. In Word, I effectively prepare and format documents, ensuring professional presentation and clarity. I design impactful presentations in PowerPoint, utilizing various tools to enhance visual appeal and convey information effectively. Additionally, I efficiently manage emails and calendars in Outlook, facilitating communication and scheduling to support team operations.
Experience: Less than 6 months
Skilled in using Workday for various HR functions, including employee data management, payroll processing, time tracking, and benefits administration. I leverage its features to streamline HR processes, ensuring accurate record-keeping and compliance with company policies
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