Justine Peralta

Manage and oversee a team of Partner Support Executives/ Paraplanners to provide both adhoc and ongoing support to partners/shareholders and clients in the following areas:

1) Business Support: provides services to Sales through the submission process of New Business and Policy Servicing on plans services within the organization and with 3rd party investment providers.

2). Partner Support that assists Sales and advisors with technical administrative support. ensuring the advice and recommendations being made by partners adhere to the companies advice guarantee and guidance. assisting advisors and partners with queries and to head and find resolutions for escalated cases.

3) Liased and supported the organization's training departments to come up and provide materials and guidance that support sales with business submission.

4) Maintain a relationship with sales and gather their feedback for operations improvement where applicable.
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5) worked with operations head and management to drive changes and improvements through various initiatives and projects. Assist with the implementation of internal platforms as well as change of process flow.

6) acting as a line manager for the Partner Support team.
• Managing and assigning tasks to team to ensure case pipeline is action timely
• Resolve conflicts between members and ensure cooperation between member and keeping team morale is up
• Provide training, guidance and direction to the team to ensure the tasks are done per the organizations standard.
• Manage team performance and identify trends and areas of improvement to maintain the quality of submissions is kept

• Successfully resolved disputes between partners and internal teams by acting as a mediator during negotiations.
• Served as an escalation point for complex or sensitive partner concerns, providing expert guidance towards satisfactory outcomes.

lead a team of Partner Support Executives/ Paraplanners and to give them guidance and support to ensure the team provides both adhoc and ongoing support to partners/shareholders and clients in the following areas:

1) Business Support: provides services to Sales through the submission process of New Business and Policy Servicing on plans services within the organization and with 3rd party investment providers.

2). Partner Support that assists Sales and advisors with technical administrative support. ensuring the advice and recommendations being made by partners adhere to the companies advice guarantee and guidance. assisting advisors and partners with queries and to head and find resolutions for escalated cases. ensuring that the cases clean submissions and case Quality of Documentations meet the internal standards of the organization

3) Liased and supported the organization's training departments to come up and provide materials and guidance that support sales with business submission.

worked as a Partner Support Executives/ Paraplanner to provide both adhoc and ongoing support to partners/shareholders and clients in the following areas:

1) Business Support: provides services to Sales through the submission process of New Business and Policy Servicing on plans services within the organization and with 3rd party investment providers.

2). Partner Support that assists Sales and advisors with technical administrative support. ensuring the advice and recommendations being made by partners adhere to the companies advice guarantee and guidance. assisting in areas below:

a) New business submissions: Putting together the forms and recommendations needed to submit and process cases and ensure the cases are processed smoothly through the various departments and teams (New monies, top ups, replacement) for investments, insurance and pensions

b) policy servicing: assisting client and partner/advisors on administrative tasks including:
• investment fund switches
• Report generating for clients enrolled in Ongoing Advice Services
• Withdrawals surrenders
• change of address
• stock transfers

Worked as a Business Development Executive to assist partners with the following tasks and responsibilities

• Identifying and reaching out to potential new clients by innovating and overseeing the sales process for the business
• Identifying and researching opportunities that come up in new and existing markets
• Preparing and delivering pitches and presentations to potential new clients
• Communicating with clients to understand their needs and offer solutions to their problems/ identify
shortfalls where organization can assist
• Creating positive, long-lasting relationships with current and potential clients
• Running outbound campaigns (phone calls, emails, etc.) to create sales opportunities
• Managing virtual and in-person sales meetings



In addition to my roles as a Business Development team, my responsibilities also included:
a) New business submissions: Putting together the forms and recommendations needed to submit and process cases and ensure the cases are processed smoothly through the various departments and teams (New monies, top ups, replacement) for investments, insurance and pensions

b) policy servicing: assisting client and partner/advisors on administrative tasks:
-investment fund switches
- Withdrawals surrenders
- change of address
- stock transfers

• Worked as a Business Development Executive to assist partners with the following tasks and responsibilities
  
  • Identifying and reaching out to potential new clients by innovating and overseeing the sales process for the business
  • Identifying and researching opportunities that come up in new and existing markets
  • Preparing and delivering pitches and presentations to potential new clients
  • Communicating with clients to understand their needs and offer solutions to their problems/ identify
  shortfalls where organization can assist
  • Creating positive, long-lasting relationships with current and potential clients
  • Running outbound campaigns (phone calls, emails, etc.) to create sales opportunities
  • Managing virtual and in-person sales meetings

Assisted Policy holders/Agents with inquires about Life/Health insurance Policies for multiple departments. Ranging from explaining how their insurance covers them to assisting them with billing concerns and title changes.

Previously under APAC customer Services. Roles include assisted Providers with inquires concerning benefits and eligibility of medical/health Policies Under Anthem blue cross/blue shield, as well as assisting with claim concerns.

• Ward nurse for inpatient wards, and pediatric ward Operating room experience, assisting mostly in normal spontaneous deliveries, and major orthopedic procedures Emergency room experience, dealing w/ injuries of different natures, cases such as motor vehicular accidents, bone fractures, and food poisoning.

• Experienced Ward nurse for in-patient stations 1, 2, 3 & 4, taking care of patients with various cases and conditions, including post operative patients, contagious and non contagious and pediatric patients.

• Ward nurse in an in-patient setting, taking care of patients with infectious varying illnesses and diseases
• Operating room experience, assisting in different surgical procedures, such as caesarian deliveries, and orthopedic surgeries.

• Ward nurse for in-patient setting, taking care of patients of various cases such as post partum, patients with respiratory tract diseases, gastrointestinal, among others