Roxanne Timbol

About

Throughout my work experience, I have developed strong organizational and project management skills, enabling me to complete tasks efficiently and professionally. I have been responsible for managing both new and existing client accounts, consistently providing excellent customer service that contributed to increased client satisfaction and enhanced company profitability. As Client Retention Officer / Executive Assistant, where I manage my Broker's email, responding on his behalf, coordinate to the different stakeholders or third party vendors, manage his calendar for all his appointments, and managing him as well as I consistently do follow ups and reminders on all the things that he needs to do. I prepare pre-document meeting and the initial servicing. I have strong attention to detail and became highly proficient in managing Leads and monitoring follow ups and updates using CRM system such as HubSpot, I would say that I'm an expert when it comes to making follow-ups, and creating an organized workflows to help the process improved. I also do Annual and Loan Review Reports using Canva to present to Clients. As Team Leader for eight years, managing a team of five and collaborating with multiple departments to ensure smooth operations. I consistently monitored deadlines to keep the team on track and ensure all tasks were completed efficiently. I worked with IT people because the product that we are offering is software. I do trainings to Clients on how to use the system, onboarding trainings, create user manuals, and process broker commissions. My experience liaising with various lenders and third parties has strengthened my coordination and communication skills, expertise that I can apply when working with stakeholders across the company. As Client Relationship Officer for five years in a healthcare provider, I managed patient records, assisted members with their health benefits, scheduled laboratory tests and medical procedures, and addressed inquiries related to hospitalization. I also delivered presentations to companies on their health benefits and handled the processing new proposals and policy renewals. In addition, I also have my background as a Broker Support involved in processing loan applications, collating documents, providing customer service, and liaising with various lenders and third parties to get the loan settled. Tools used: HuBSpot, Apply online, Mercury, Corelogic, Cotality, Canva, Microsoft 365, JIRA, One note, Simpology and Connective

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