JAY A.
Mid-Level Customer Service Representative
Open to offersNew to PlatformAbout
Jay O. is an experienced professional with a background spanning global shared services, BPO, local Philippine organizations, and the education sector. As a Computer Operator at PMS Office and School Supplies Trading, Jay managed daily cash flow, handled sensitive personal documents, improved low-quality images for print, and assisted students with file formatting. At Optum Global Solutions, he served as a Customer Service Advocate in the health insurance and pharmacy benefits sector, resolving complex billing queries and explaining claim decisions to members and providers. His earlier role at VXI involved troubleshooting mobile plans and saving customer accounts in the telecom industry. At Communication Foundation for Asia, Jay worked in sales, managing subscription databases and logistics for educational comics in Region 8. In financial services with Manulife Business Processing Services Cebu, he worked as a Portfolio Reconciliation Analyst, performing financial reconciliation, investigating trade discrepancies, and ensuring compliance with strict data privacy protocols. Jay is skilled in QuickBooks Online, Intuit Bookkeeping, Xero, and advanced Excel.
Experience
Computer Operator
PMS Office and School Supplies Trading · 2023 — 2026Oversaw daily cash flow activities, handled payment of business expenses, and monitored cost per click to maintain profitable pricing. Supported students by processing various file formats such as Word, Pages, and PDF to ensure correct print formatting and margins. Enhanced low-quality images and ideas for professional printing. Managed confidential documents, including IDs and legal contracts, with careful discretion to prevent unauthorized duplication.Customer Service Advocate
OPTUM GLOBAL SOLUTIONS · 2019 — 2022Responded to calls concerning health insurance plans, eligibility, and specialized pharmacy benefits. Assessed and clarified caller needs, ranging from billing issues to medical authorizations. Provided detailed explanations of Explanation of Benefits documents, addressed claim denials, and communicated payment statuses. Aided providers with treatment authorization statuses, prescription drug coverage, mail-order refills, and co-pay information, delivering support for callers facing medical billing concerns.Customer Service representative
VXI · 2019 — 2019Handled inquiries about mobile plans, data usage, roaming, and performed basic network troubleshooting. Introduced and added services such as insurance, international calling, and streaming subscriptions to accounts. Walked customers through monthly statements, explained charges, and addressed cancellations by offering alternatives to retain customers. Maintained composure and professionalism with irate callers during service disputes.Sales Representative
COMMUNICATION FOUNDATION FOR ASIA (CFA) · 2018 — 2018Visited Parochial and private Catholic schools to meet with key school personnel, conducted book fairs and classroom demonstrations for CFA comics used in religious education, and kept a database of active and potential school accounts in Region 8. Presented subscription models to school administrations and coordinated shipments of bundled materials from Manila to local hubs using local shipping providers.Portfolio Reconciliation Analyst (PRA)
MANULIFE BUSINESS PROCESSING SERVICES (MBPS CEBU) · 2015 — 2017Verified accurate recording of trades, corporate actions, and dividend payments, and investigated discrepancies between internal and external records. Conducted reconciliation for specialized investment products not supported by automated systems. Collaborated with portfolio managers, traders, and custodian banks to resolve financial mismatches, escalated significant breaks, and tracked aged items. Maintained documentation for audits and ensured adherence to privacy laws and internal security protocols when working with sensitive data.
Skills & Expertise
Education
- Master in Public Management (36 units)Biliran Province State University (BiPSU)
- Bachelor Of Science in Business Administration Major in Financial ManagementUniversity of Cebu- Lapu-lapu and Mandaue Campus
- SecondaryThe Sisters of Mary School Boystown
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