Online Bookkeeper/Executive Assistant

Dynamic and results-driven Insurance Sales Executive with a comprehensive background in the insurance industry. Adept at selling a variety of life insurance products, including Ordinary Life (OL) and Variable Universal Life (VUL) policies, while providing exceptional customer service and support. Skilled in assisting clients with claims and after-sales inquiries, managing post-sales documentation efficiently, and ensuring compliance with regulatory standards. Proactively collects pending client requirements, facilitates policy approvals, and maintains accurate payment records. Strong communicator, capable of organizing huddles with bank partners, editing kudos posts, and managing appointment schedules. Proficient in generating Daily Activity Reports (DAR) to track performance and drive continuous improvement.

As a Parts Clerk, responsibilities encompass assisting customers and technicians with parts orders, managing files within the Honda System, and printing PRS and DR documents. Additional duties include coordinating parts ordering, maintaining inventory records, updating bin cards, monitoring stock levels, and facilitating the release and receipt of parts. The role also involves meticulous document filing, utilizing the Electronic Parts Catalog (EPC), and navigating the SAP ERP system for streamlined operations within Honda Cars Philippines. As an Automobile Sales Executive, responsibilities include providing assistance to clients regarding unit inquiries, collecting and processing client requirements, and facilitating bank approvals. Additionally, duties involve maintaining communication with banks and clients through text blasts and callouts, filing necessary documents, and managing files within the Honda system. The role also entails conducting bank visits and coordinating bank car displays, updating unit statuses, releasing units to clients, and providing regular reports to supervisors and the general manager for effective decision-making and performance evaluation.