Health Insurance - Documentation Assistant
Millennium Insurance Brokers LLC
Total years of experience :11 years, 11 Months
- Process and review insurance documentation and ensure all documents are complete
- Process endorsements of all clients for Group Medicals
- Responsible with the invoices of all the endorsements
- Attending direct clients’ inquiries with regards to medical endorsements
- Greeting customers who enter the shop
- Assisting shoppers to find the goods and products they are looking for.
- Being responsible for processing cash and card payments.
- Stocking shelves with merchandise
- Answering queries from customers
- Balancing cash registers with receipts
- Giving advice and guidance on product selection to customers
- Reporting discrepancies and problems to the manager
- Working within established guidelines, particularly with brands
- Responsible on a daily basis for ensuring the smooth operation of the office and administrative functions.
- Making of proposals/quotations, Issuing Invoice & Receipt Vouchers
- Responsible with Serving as the primary receptionist (answering and directing incoming calls and greeting, directing and assisting visitors)
- Coordinating incoming and outgoing mails, packages, and deliveries
- Assisting with clerical/bookkeeping
- Duties and preparing daily bank deposits
- Scheduling meetings and appointments
- Assisting with staff on boarding process
- Running errands and performing miscellaneous job related duties as assigned by the consultants whereabouts
- Working with spreadsheets, sales and purchase ledgers and journals.
- Receiving and processing all invoices, expense forms and requests for payment
- Calculating and checking to make sure payments, amounts and records are correct.
- Sorting out incoming and outgoing daily post and answering any queries.
- Managing petty cash transactions.
- Processing of government transactions
- Responsible with the monthly audit of Stock Room Inventories.
- Collecting monthly Share of Profits & Incomes from clients.
- Filing of important and confidential documents.
- Create government reportorial eg; SSS, PhilHealth & PAG-IBIG
- Ad hoc duties, to support Admin & Accounting
• August 4, 2011 Business Excellence Through Business Leadership Lyceum of the Philippines University
Lyceum of the Philippines University - Manila, Philippines Bachelor of Science in Business Administration Major in Management Accounting Bureau of Internal Revenue (BIR) - Manila Practicum April 8 - May 30, 2011 - Records transactions and receives ITR. Seminars Attended
• February 18, 2011 The Power in ME (Marketing Education) Philippine International Convention Center Skill Level Years practiced MS Word, MS Excel, Power point, Intermediate More than 9 years
