Nysa Santillan

o   Provides strategic advice on a range of financial products and services.

o   Helps clients manage their current money needs and reach their long-term financial goals.

o   Assess clients' financial situations, develop personalized financial plans, and guide them in making profitable and secure decisions.

o   Making an outbound call to Insurance Companies in the United States to verify members eligibility of insurance

o   Investigates and updates members other insurance.

o   Determining the correct primacy of embers insurance that will reflect in the claim.

o   Reinvestigating primacy of the insurance as requested by the client.

o   Check completeness of documents received under assigned trade of Business Unit.

o   Apply appropriate rating and freight based on booking lists of special rates advised by principal through email of other communication media.

o   Encode accurately BL information based on DR and SI of other instruction received from principal and clients.

o   Send emails to verify vague and unclear instructions including garbled document characters, rate differences and other discrepancies between the supplied information and general instructions provided by the principal.

o   Ensuring that the ITN number is encoded accurately as it is the most important detail that the custom needs.

o   Ensuring the documented procedures for the creation, revision and approval issuance are controlled documents is implemented and maintained.

o   Ensuring that no controlled documents of obsolete documents circulated in the plant.

o   Ensuring that the documents are updated and maintained.

o   Ensuring that the issuances of controlled documents are identified.

o   Safeguarding of ISO documents such as Product Specification, Formula Card that are confidential.

o   Managing the archiving of records of all ISO documents.