Anthony B.
Insurance Advisor | Operations Support Specialist
Actively lookingNew to PlatformAbout
Anthony B. is an experienced Sales Person and Operations Support Specialist with over a decade supporting global teams across the financial services, education, utilities, and administrative outsourcing sectors. His background includes end-to-end order processing and order management at Schneider Electric (Philippines), where he coordinated sales, logistics, and finance functions to ensure accurate and timely delivery. In remote capacities with Lighthouse Learning (London, UK) and Directo (Melbourne, Australia), Anthony B. managed invoice processing, vendor verification, and maintained financial records using platforms like Xero and Oracle. He further enhanced company brands through social media management, content planning, and graphic design. As a current Financial Advisor and Unit Manager in the insurance industry, Anthony B. conducts consultations, leads training, and is recognized for recruitment achievements. He excels in administrative support and cross-team coordination across international environments.
Experience
Social Media Support / Virtual Assistant
Lighthouse Learning · 2025 — 2026Oversaw social media content planning and utilized Canva along with video editing tools. Developed and published posts on Facebook and Instagram to enhance engagement and brand presence. Delivered administrative assistance that included email management, reminders, and campaign coordination. Aided in marketing promotions and facilitated communication with students and clients.Invoice Processor / Account Coordinator
Directo · 2022 — 2025Processed and confirmed vendor invoices, verifying the accuracy of pricing, tax, and payment terms. Executed three-way invoice matching against purchase orders and system records. Entered financial data into Xero, Retool / Blixem, and internal systems. Maintained documentation and invoice trackers for auditing and reporting purposes. Liaised with internal teams to troubleshoot billing discrepancies and enhance workflow efficiency.Business Analyst
Schneider Electric · 2018 — 2019Sustained KPI tracking and reporting for training programs targeting field service engineers. Produced operational reports through Oracle and Salesforce systems. Orchestrated logistics, schedules, and communication for training activities across departments. Crafted internal marketing materials and program documentation.Financial Advisor / Unit Manager
SunLife • Manulife • InLife · 2019 — PresentConducted financial consultations and proposed insurance solutions. Oversaw recruitment, mentoring, and training for financial advisors. Recognized for notable sales performance and recruitment success.Order Administrator / Fulfillment Coordinator
Schneider Electric · 2011 — 2018Handled complete order processing, validating purchase orders and entering orders into Oracle. Collaborated with sales, supply chain, logistics, and finance teams to ensure orders were fulfilled on time. Monitored order statuses, including open orders, shipments, and delivery schedules. Addressed discrepancies related to pricing, quantities, and delivery timelines. Produced reports to aid in operational tracking and revenue assessments.
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