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Ma V. — Senior Customer Service and Operations Specialist from Philippines

Ma V.

Senior Customer Service and Operations Specialist

Philippines No experience yet
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Ma. Venice A. is a seasoned Customer Service and Operations Professional with over 16 years of experience in the insurance, financial services, and public sector industries. Her career features roles focusing on customer care, distributor assist, policy servicing, compliance, transaction processing, and team leadership. Notably, she worked as a Contact Centre Agent at the New Zealand Internal Revenue Department, assisting with personal income tax accounts and maintaining customer details. At AXA Philippines, Venice served in various capacities, including Senior Customer Care Specialist, where she supervised junior staff, handled escalated concerns, and cross-sold financial products. As a Policy Services Specialist, she performed back-office servicing, processed transactions, and supported fraud detection. Her early career at Generali Pilipinas and Fortune Life Insurance honed her skills in underwriting, claims processing, and policyholder services, demonstrating a comprehensive commitment to service excellence across sectors.

Experience

  • Contact Centre Agent

    New Zealand Internal Revenue Department · 2020 — 2020
    Provided support for personal income tax accounts, addressing tax codes, assessments, and refunds. Maintained customer accounts with updates to personal and banking information while managing customer inquiries through phone and online channels.
  • Senior Customer Care Specialist

    AXA Philippines · 2016 — 2019
    Delivered comprehensive customer servicing, including pre-underwriting, licensing, policy modifications, billing, claims guidance, and account inquiries. Supervised junior staff and contributed to service quality goals while addressing escalated customer issues and performing cross-selling of insurance and investment products.
  • Policy Services Specialist

    AXA Philippines · 2012 — 2016
    Conducted both face-to-face and back-office policy servicing, verifying signatures and assessing financial and non-financial transactions. Facilitated the processing of withdrawals, policy loans, amendments, and claims, while supporting fraud detection and AML monitoring efforts.
  • Customer Service Representative

    AXA Philippines · 2010 — 2012
    Managed inbound and outbound calls and email inquiries from customers and distributors. Ensured maintenance of accurate system documentation and reports, while assisting with complaint escalation and follow-ups.
  • Marketing Assistant

    Generali Pilipinas Insurance Company · 2007 — 2010
    Assisted in underwriting and preparing quotations for general insurance products. Coordinated with brokers, supported claims processing, and monitored policy issuance and delivery.
  • Policy Holder Service Analyst

    Fortune Life Insurance Company · 2004 — 2007
    Acted as the primary point of contact for policyholders, processing policy benefits, loans, and surrender values. Led a team responsible for handling cash surrender value transactions.

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