Carolyn Rose Planco
Plan Implementation Manager
Mandaue
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Plan Implementation Manager
MANULIFE BUSINESS PROCESSING SERVICES
07.2022 - Current
- Build and maintain new relationships throughout the entire post-sale, new business process by leading multiple parties through the process, setting expectations and effectively responding to questions, issues and problems, following up on outstanding items.
- Ability to handle a full caseload of mostly smaller asset clients with varying complexities.
- Effectively manage the implementation during the onboarding cycle while partnering with both client and internal/external team members.
Issue Specialist
MANULIFE BUSINESS PROCESSING SERVICES
06.2021 - 07.2022
- Indexing with utmost attention to quality and quantity, and process simple to complex work which includes Licensing work and Rep Maintenance.
- Process and capture information to system according to established methods and procedures.
- Perform thorough checking for every case and eliminate financial errors.
- Suggest ways on how to improve the current process and team metrics
Contact Centre Associate
MANULIFE BUSINESS PROCESSING SERVICES
01.2020 - 06.2021
- Build sustainable relationships and trust with customers through open and interactive communication.
- Resolve or negotiate “win-win” solutions to client issues directly or by consulting with appropriate resources.
- Provide quality client administration by processing all standard financial transactions on assigned caseloads
Senior Account Executive
ENFRAUSA SOLUTIONS INC
10.2018 - 12.2019
- Assist technicians who are calling to check in and/or out of a service call.
- Make outgoing calls to internal vendors, clients, and subcontractors and conduct follow-throughs,
- Create new service call/request into the LVI Web Dispatch Tool Generate purchase orders.
- Book Hotel Reservations for technicians
Compliance Analyst
CIGNA MIDDLE EAST
06.2017 - 08.2018
- Plan and coordinate the operational activities to guarantee compliance with local Laws and Regulations.
- Closely partner with regional sales and client management teams to provide advice, support and guidance on all regulatory and compliance matters.
- Monitor and report adherence of compliance practice across business.
- Run compliance reports for Regional clients on weekly basis Validate collected data and update them in Eurocare and the Compliance repository
- Ensure all compliance details are complete and accurate for regional clients and duly uploaded on internal System
Claims Team Leader
PACIFIC PRIME MIDDLE EAST
08.2015 - 06.2017
- Supervise and monitor the daily target of the reimbursement team, TAT of Reimbursement claims, Quality of processing, and other Key performance indicators set by the management.
- Forward Electronic bordereau of the E- claims to the payers to inform them of approved claims and settlement amounts.
- Ensure that the company policies and procedures are followed by the reimbursement claims team.
- Ensure that the team delivers high quality of customer service and respects medical and work ethics at all times.
Claims Officer
PACIFIC PRIME MIDDLE EAST
08.2015 - 06.2017
- Processing new insurance claims notifications.
- Collecting accurate information and documents to proceed with a claim.
- Guiding policyholders on how to proceed with the claim.
- Discuss with potential customers their requirements for medical insurance.
- Develop clear and effective written proposals/quotation for prospective customers.
- Expedite the resolution of customer problem and complaint
New Sales Executive
PACIFIC PRIME MIDDLE EAST
08.2015 - 06.2017
- Assist prospect customers throughout the sale process and during the first year of the policy with queries, administration, paperwork.
- Coordinate with the administration team for the processing of applications and paperwork from when the application is received up until completion of payment. Identify advantages and compares insurance companies' products/services
Education
Bachelor of Science - Nursing
University of San Carlos
Cebu City, Philippines 05.2001 -
High School Diploma -
Colegio De La Inmaculada Concepcion
Cebu City, Philippines 05.2001 -
Skills
Performance Management
Workforce Management
Policy Implementation
Team Leadership
Project Management
Complex Problem-Solving
Key Performance Indicators
Salesforce Management
Multitasking
Effective Communication
Onboarding and Orientation
MS Office
Certification
401(K) Certification
Timeline
Plan Implementation Manager
MANULIFE BUSINESS PROCESSING SERVICES
07.2022 - Current
401(K) Certification
06-2022
Issue Specialist
MANULIFE BUSINESS PROCESSING SERVICES
06.2021 - 07.2022
Contact Centre Associate
MANULIFE BUSINESS PROCESSING SERVICES
01.2020 - 06.2021
Senior Account Executive
ENFRAUSA SOLUTIONS INC
10.2018 - 12.2019
Compliance Analyst
CIGNA MIDDLE EAST
06.2017 - 08.2018
Claims Team Leader
PACIFIC PRIME MIDDLE EAST
08.2015 - 06.2017
Claims Officer
PACIFIC PRIME MIDDLE EAST
08.2015 - 06.2017
New Sales Executive
PACIFIC PRIME MIDDLE EAST
08.2015 - 06.2017
Bachelor of Science - Nursing
University of San Carlos
05.2001 -
High School Diploma -
Colegio De La Inmaculada Concepcion
05.2001 -