rhea J.
Mid-Level Customer Service & Operations Specialist
Open to offersNew to PlatformAbout
Rhea J. is a seasoned customer service and operations professional from Rodriguez, Rizal, Philippines. With a strong background in diverse industries, she excels in customer support, order management, and problem-solving. Her role as a Financial Advisor at Manulife Philippines showcased her ability to assist clients in selecting suitable insurance and financial products, enhancing client relationships, and effectively communicating financial planning strategies. At Balsam Hill, she ensured high customer satisfaction by managing inquiries and coordinating seamless order fulfillment. Leading a team of 15 at Clearsource, she demonstrated her leadership prowess by conducting QA audits and stakeholder collaborations. Her tenure as a Customer Finance Specialist at Concentrix involved strategic negotiation to reduce client debt, maintaining valuable client relationships. With a Business Administration degree from Philippine Women’s University, Rhea is well-equipped to synergize her educational background with her professional experience to foster organizational success. Her proficiency extends to CRM management and optimizing workflows, underscoring a commitment to efficiency and client satisfaction.
Experience
Financial Advisor (Insurance)
Manulife Philippines · 2025 — 2026Guided clients in selecting insurance and financial products that fit their personal needs. Cultivated strong client relationships through consistent follow-ups and support. Developed new leads by networking and leveraging referrals. Provided education on financial planning, savings, and protection options while managing the processing of client applications and policies.Front Office Specialist
Balsam Hill · 2024 — 2024Handled customer inquiries via email and chat, resolving issues to enhance overall satisfaction. Managed the processing and tracking of customer orders to ensure timely delivery. Collaborated with warehouse and logistics teams to oversee inventory and prevent delays. Assisted customers through the e-commerce ordering process for a smooth user experience, maintaining a high satisfaction rate.Team Lead
Clearsource · 2020 — 2022Directed a team of 15 members, focusing on coaching and performance evaluation. Conducted quality audits, calibration sessions, and tracked KPIs to boost team output. Addressed customer escalations to ensure effective resolution and client satisfaction. Partnered with stakeholders to drive process enhancements and operational strategies while organizing training sessions to optimize staffing.Customer Finance Specialist
Concentrix · 2017 — 2020Built rapport with clients to foster loyalty and maintain long-term accounts. Updated clients on strategies to decrease debt and maximize savings. Performed outbound calls to follow up on late payments and processed payments as needed, negotiating arrangements according to guidelines to facilitate debt reduction.Customer Finance Specialist
Afni · 2015 — 2016Made outbound calls for reminders on late payments while collecting due amounts and processing payments. Managed product inquiries and escalated issues, aiming for first-call resolution. Negotiated payment arrangements and issued credits, consistently meeting customer satisfaction goals through effective communication.Customer Service Associate
Convergys · 2014 — 2014Developed initiatives to minimize wait times and improve the customer experience. Responded to inquiries, guiding customers in placing or canceling orders. Resolved customer issues to achieve satisfaction and addressed billing discrepancies, handling credits and refunds promptly while assisting with basic technical issues.Customer Service Representative
APAC · 2012 — 2013Responded to customer concerns and inquiries to uphold satisfaction levels. Addressed complaints and processed requests for replacements, repairs, and technician services. Handled credits and refunds, ensuring accurate resolution of billing discrepancies while implementing strategies to enhance customer retention.
Skills & Expertise
Education
- Bachelor of Science in Business AdministrationPhilippine Women’s University · — — 2024
- Bachelor of Science in Fishery EducationCarlos Hilado Memorial State College · 1999 — 2001
Photos
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