Gerald V.
Senior Customer Service and Administrative Professional
Open to offersNew to PlatformAbout
Gerald V. is a seasoned Customer Service and Administrative Professional with over a decade of experience in diverse sectors including healthcare support, financial services, and customer relations. Having demonstrated a robust proficiency in managing customer inquiries via phone, email, and face-to-face interactions, Gerald excels in records management and claims processing. He has served at companies such as St. Peter Life Plan, TaskUs, and Betaine PH, where he significantly enhanced service quality and compliance standards. His responsibilities included resolving customer escalations, moderating user-generated content for compliance, and managing dental insurance support inquiries. Gerald is adept at using tools such as Microsoft Office, Google Workspace, and Canva, and is familiar with AI productivity tools. His educational background includes a Bachelor of Science in Business Administration from Central Colleges of the Philippines. Gerald is available to extend his expertise to clients in the US, UK, and AU.
Experience
Sr. Family Care Representative
St. Peter Life Plan, Inc. · 2024 — 2026Handled complex customer escalations by determining suitable solutions to enhance resolution times while ensuring service quality standards were upheld. Assisted 20-30 planholders and beneficiaries daily with account inquiries, claims, and after-sales issues through various communication channels. Provided guidance to new Family Care Representatives regarding service procedures, documentation standards, and customer interaction to enhance onboarding consistency. Coordinated memorial service requests and ensured precise processing of required documentation in collaboration with multiple internal departments. Identified recurring customer issues and suggested process improvements to decrease follow-up inquiries and boost workflow efficiency.Content Moderator
TaskUs · 2023 — 2023Evaluated 150-200 items of user-generated content per shift, including text, images, and videos, ensuring adherence to community guidelines and platform policies. Managed content removal and actioned violations related to safety, harassment, spam, and copyright while consistently achieving quality and productivity benchmarks. Documented moderation decisions precisely using internal tools to fulfill policy compliance and auditing requirements.Customer Service Representative (Dental Insurance Support)
Betaine PH · 2021 — 2022Handled 50-70 inbound customer calls daily, providing assistance with dental insurance eligibility, benefit verification, co-payment questions, and related account issues. Verified dental benefits, treatment coverage, and patient eligibility while delivering clear and precise explanations of plan details. Collaborated efficiently with dental offices, insurance providers, and internal departments to address concerns related to claims, billing, and authorization.Financial Sales Advisor
Manulife Chinabank Life Assurance Corp. · 2018 — 2021Performed financial needs assessments for 20-30 clients on a monthly basis, suggesting insurance and investment solutions suited to their financial objectives. Informed clients about insurance coverage, risk management, and financial planning, contributing to sales initiatives and client retention. Generated over 30 financial proposals, investment summaries, and client reports each month, ensuring accuracy and compliance with regulations. Cultivated long-term relationships with clients through regular consultations and follow-up support, maintaining a client retention rate exceeding 90% within the managed portfolio.Office Staff
St. Peter Life Plan, Inc. · 2012 — 2017Processed and disseminated over 50 incoming and outgoing documents weekly, including correspondence, reports, and internal communications. Prepared and upheld administrative records in full compliance with company processes and service-level expectations. Coordinated documentation and information flow across more than four departments, facilitating smooth office operations. Maintained organized filing systems that optimized document retrieval and minimized processing delays.
Skills & Expertise
Education
- Bachelor of Science in Business Administration, Major in ManagementCentral Colleges of the Philippines · 2007 — 2011