Teodorico M.
Mid-Level Insurance Sales Supervisor
Open to offersNew to PlatformAbout
Teodorico R. M. is a seasoned professional with extensive experience in appointment setting and scheduling, sales, and supervisory roles. Based in Quezon City, NCR, he most recently served as an Appointment Setter/Scheduler at DaphPlus from June 2025 to June 2026, where he excelled in making outbound calls, managing appointment calendars, and converting inquiries into scheduled meetings. He previously worked at Insurance Enterprise as a Sales Supervisor from May 2020 to April 2025. In this role, he assessed clients' insurance needs and guided them through application processes, demonstrating exceptional communication and leadership skills. Earlier in his career, at AsiaTel, he contributed as a Lending Admin, ensuring precision in application submissions and data management. Teodorico holds a BSC in Management from Far Eastern University and has consistently demonstrated his proficiency in the sales industry through roles that enhance customer relations and streamline processes.
Experience
Appointment Setter/Scheduler
DaphPlus · 2025 — 2026Conduct outbound phone calls to designated vendors and schedule appointments. Follow up on incoming inquiries to convert them into meetings, accurately manage the appointment calendar, and send professional follow-up emails. Maintain detailed records of all interactions in the CRM system.Sales/Supervisor
Insurance Enterprise · 2020 — 2025Assess the insurance needs, preferences, and budgets of clients. Clarify coverage details, including exclusions and costs, and guide clients through the application and enrollment process during both open and qualifying special enrollment periods. Provide guidance and support to team members while promoting open communication.Lending Admin
AsiaTel · 2019 — 2020Ensure that applications are complete and correctly submitted, input customer and loan data into internal systems, and verify the collection of all necessary documents. Address client inquiries regarding loan status, terms, and needed documentation.Sales and Service, Retention, Admin CS Relation
Acquire Asia Pacific · 2016 — 2019Evaluate clients' insurance needs, preferences, and budgets. Clarify coverage details and guide clients through the application and enrollment process, including assistance during open enrollment and qualifying periods. Motivate and support team members while fostering open communication.Pre-Screen Verifier
Alta Resources · 2015 — PresentEngaged in project-based verification tasks. Responsibilities included examining pre-screening criteria and confirming application details.Pharmacy Sales Coordinator
Arriva Medical Group · 2015 — 2015Facilitated the coordination of pharmacy sales, managing customer engagement and necessary document processing.Sales, CSR, QA, POE Analyst
Results Company · 2009 — 2014Performed various roles including sales, customer service, and quality analysis, along with conducting POE analysis.Credit Card Processing
OSRP LLC · 2009 — 2009Handled tasks related to credit card processing.Sales, Quality Analyst
Sitel Philippines · 2006 — 2009Managed sales activities and conducted quality analysis to ensure service standards were met.Sales, Team Buddy
Pacific Hub Corp. · 2004 — 2005Supported sales team efforts and assisted in team collaboration.Customer Sales Representative
Contact World · 2003 — 2003Engaged in customer sales activities, addressing client needs and enhancing the sales process.
Skills & Expertise
Education
- Bachelor of Science in ManagementFar Eastern University · 1999 — 2003
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