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Francis J. — Mid-Level Auto Insurance Team Lead from Philippines

Francis J.

Mid-Level Auto Insurance Team Lead

Philippines 2-3 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Francis J. is a seasoned Team Lead specializing in the auto insurance and customer service sectors, with significant experience in operations management. At SWAK BPO Corp, he led a team of property damage adjusters, ensuring the precise evaluation of auto insurance claims while maintaining compliance with company standards. His expertise extended to reviewing complex cases and coaching his team to improve productivity, thereby ensuring claims were resolved efficiently, adhering to SLA standards. Prior to this, at Support Ninja, Francis honed his skills in retail as a Customer Service Representative, where he managed team workflows, escalated complex issues, and consistently achieved high customer satisfaction ratings. His retail experience included processing large volumes of customer orders, managing inventory levels, and handling billing tasks to prevent fulfillment bottlenecks. Additionally, Francis has a background in real estate management, where he ensured compliance with regulations and managed account operations. His proficiency in Microsoft 365, Zendesk, and Salesforce underlines his technical acumen, crucial for his roles across diverse industries.

Experience

  • Team Lead / Supervisor (Auto Insurance)

    SWAK BPO CORP. · 2023 — 2026
    Oversaw a team of property damage adjusters to ensure the accurate assessment of auto insurance claims in line with company guidelines. Provided insights on complex cases and assisted adjusters in negotiating equitable settlements. Evaluated team performance, coached agents for enhanced productivity and quality, and ensured claims were resolved timely according to SLA standards.
  • Customer Service Representative / Data Entry III (Retail Account)

    SUPPORT NINJA · 2021 — 2023
    Functioned as Point of Contact (POC) and Team Lead, directing daily operations and acting as the primary escalation point for intricate issues while steering team members to achieve quality goals. Managed high volumes of customer order processing and data accuracy, while ensuring timely order fulfillment. Oversaw inventory levels and handled billing tasks to mitigate fulfillment challenges and optimize account operations. Addressed complex customer queries concerning orders and accounts, resulting in sustained high satisfaction and quick resolution rates.
  • Account Operations / Administrative Assistant (Real Estate Management)

    CLARK OUTSOURCING · 2019 — 2020
    Served as Team Lead and Point of Contact (POC), guiding team members and distributing tasks to maintain smooth operational workflows across accounts. Managed and audited records for loan officers to ensure compliance with relevant regulations. Conducted data clean-ups to audit and resolve account information discrepancies, consolidating records to maintain system integrity. Executed account updates within stringent SLAs and collaborated cross-functionally to ensure adherence to regulatory standards.
  • Customer Service Representative (B2B)

    ARVATO BERTELSMANN · 2017 — 2017
    Delivered customer support to business clients, addressing inquiries related to accounts and service requests. Updated and maintained customer records, ensuring documentation of interactions, issues, and resolutions in internal systems. Partnered with cross-functional teams to resolve customer issues and enhance client satisfaction.
  • Customer Service Representative II (Healthcare Insurance)

    UNITED HEALTHGROUP · 2016 — 2017
    Assisted members and providers with inquiries regarding healthcare benefits, eligibility, claims, and account information via phone and email. Maintained member records accurately by updating and verifying details across various systems. Addressed customer concerns while ensuring compliance with quality standards to provide timely and accurate service.
  • Insurance Receivable Representative (Healthcare Insurance)

    EXPERT GLOBAL SOLUTION · 2015 — 2016
    Handled the processing and review of healthcare insurance appeals, ensuring thorough documentation and prompt resolution of claims-related issues. Updated and maintained appeal records within internal systems, confirming data accuracy and compliance with set guidelines. Investigated discrepancies in claims and coordinated with internal teams to address issues and ensure customer satisfaction.

Skills & Expertise

Education

  • Bachelor of Science in Pharmacy
    Saint Jude College Manila · 2010 — 2011
  • Degree not specified
    Our Lady of Fatima University · 2009 — 2010
  • Degree not specified
    Angeles University Foundation · 2007 — 2009
  • Secondary Education
    Guagua National College · 2003 — 2007
  • Primary Education
    Guagua National College · 1997 — 2003

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