Julie A.

Julie A. is a seasoned admin professional with four years of experience in streamlining office operations, emphasizing efficiency and confidentiality. She has adeptly managed calendars, scheduled meetings, and arranged travel, demonstrating her strong administrative skills. In addition to her administrative prowess, she has three years of experience in insurance sales. Julie's proficiency encompasses a wide range of tasks, including correspondence management, data entry, and report generation using Microsoft Office and various CRM software. Her roles in companies like BPI AIA Life Assurance Corp. as a Bancassurance Sales Executive and at Cocolife Asset Management highlight her capability in developing client relationships and providing financial advisory services, specializing in investments like mutual funds. Her insurance expertise covers policy administration, claims processing, and ensuring compliance with regulations. Julie has also effectively supported diverse client bases, including overseas workers and young professionals, through tailored financial strategies. She balances her insurance knowledge with administrative roles, managing inventory and providing comprehensive support to various departments. Julie's educational foundation in Information Technology from Dalubhasaan ng Lunsod ng San Pablo supports her technical skill set, allowing her to perform tasks efficiently and maintain excellent problem-solving skills.