Jake Carvin Banawa, Authorized Financial Consultant

Jake Carvin Banawa

Authorized Financial Consultant

Nexus Insurance Brokers LLC

Location
United Arab Emirates - Abu Dhabi
Education
Bachelor's degree, Marketing Management
Experience
6 years, 9 Months

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Work Experience

Total years of experience :6 years, 9 Months

Authorized Financial Consultant at Nexus Insurance Brokers LLC
  • United Arab Emirates - Abu Dhabi
  • My current job since September 2013

 Provided clients with advice on financial matters and made recommendations on best ways to utilize their money by advising clients on products and services available to ensure they understand those that best meet their needs
 Built and maintained client databases, keeping current client plans up-to-date, recruiting new clients on an ongoing basis, monitored financial market trends to ensure that plans are effective, and identified any necessary updates
 Contacted clients periodically to determine if there have been changes in their financial status; made cold calls to secure at least 3 appointments a day and provided consistent After-Sales services
 Guided clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
 Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan

Voice and Data Services Supervisor at West Corporation - West Business Services
  • Philippines
  • June 2011 to June 2013

Work Description:

 Managed several large dedicated accounts as well as continuously being opened for pooled B2B projects
 Served as point of contact by colleagues regarding Advance Feature queries
 Managed service level agreements and metrics
 Coordinated with client specific directives and proposed potential solutions for Advance Feature projects
 Undertaken personal operational excellence initiatives for the project and translated efforts to timely and accurate order completion and reduced escalations
 Oversaw quality and inventory for B2B projects and coordinated completed outputs directly to clients
 Implemented direct coordination with clients with regards to change controls and other project concerns
 Monitored Team attendance
 Generated necessary reports and minutes as assigned
 Recipient of significant pay increases for consistent adherence with company policies and exceptional service
 Recipient of several commendations for outstanding service and generating client satisfaction
 Conducted daily Advance Features call for inventory management

Medical Fees Administrator/Medical Claims Officer at Manulife
  • Philippines
  • October 2009 to May 2011

Work Description:

 Investigated, analyzed and resolved issues that arose with the assigned accounts pertaining to, but not limited to, overcharges, duplicate charges from the same and/or two or more different vendors and charges for requirements not received
 Worked with North America staff to prepare monthly management information reports which include: reporting the volumes for each vendor, the volumes of each underwriting requirement, expenditure for each vendor and each type of underwriting requirement, and calculating a cost per case
 Assumed responsibility in ensuring accurate payment of fees versus the amount to be deducted, reconciled deductions and client rebuttals
 Established more effective internal controls which resulted in faster sales distribution, team’s productivity, increased savings of more than $100, 000 and a notable reputation for the company
 Created and updated job aids which resulted in faster workflow, achieved metrics and satisfied North America staff

Pre-Issue Quality Review Specialist/Insurance Underwriter at Manulife
  • Philippines
  • April 2009 to September 2009

Work Description:

 Improved the quality scores of the U.S. case managers, quality of new business life applications due to exceptional accuracy in the workflow system
 Awarded significant pay increases and incentives within a 12-month period for superior service

Membership Analyst/Vendor Return Auditor at Accenture, Inc.
  • Philippines
  • April 2007 to April 2009

Work Description:

 Ranked 5th out of 100 associates during training
 Placed Significantly Above Peer Group in the Accenture Global Rankings
 Consistent Recipient of Total Rewards, an incentive program designed for top performers
 Appointed as a Subject Matter Expert for the team
 Ensured compliance with U.S. Health Insurance Portability and Accountability Act, Accenture policies, and legally mandated privacy requirements
 Appointed as an Internal Auditor, which ensured met Service Level Agreements and faster turnaround time
 Developed quality and productivity reports
 Monitored attendance and disseminated client updates regarding new processes for other team members, which resulted in overall efficiency and productivity of the team

Education

Bachelor's degree, Marketing Management
  • at De La Salle University - Lipa
  • March 2007

• Bachelor of Science in Marketing Management • Awarded with Academic Distinction and Best Marketing Plan • Consistent Dean’s Lister • Recipient of AIG Foundation International Scholarship

Specialties & Skills

Call Center
Customer Service
Administration
Insurance
Insurance Claims
Customer Service
Administration

Languages

English
Expert
Filipino
Expert