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E R R Y UserEU
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E R R Y User

@erryuser

Insurance service professional at Sun Life and Cognizant who supported Canadian benefits clients and generated over ₱1M in insurance premium production.

Canada
Message

What I'm looking for

I'm seeking a stable, long-term career in the Canadian insurance industry where I can contribute my insurance and customer service experience while continuing to grow. I prefer to work and reside in Canada, including in a home-based position, and am willing to obtain the Ontario OTL licence and complete required training.

At Sun Life of Canada Inc, I supported Canadian clients with health, dental, and drug coverage, claims, billing, and policy questions. I also processed claims and served as Backup Team Leader during leadership absences.

As a Licensed Financial Advisor at Sun Life Financial, I advised clients on life insurance and investments, generated over ₱1M in insurance premium production, and supported policies through application, servicing, and claims. At Cognizant Technology Solutions, I supported Google accounts through case management, reporting, quality reviews, and team operations.

Experience

Work history, roles, and key accomplishments

LB
Current

Food & Beverage Server

Lee Chen Asian Bistro

Mar 2025 - Present (1 year 8 months)

Served food and beverages in a restaurant setting, providing customer service and supporting daily operations.

Cognizant Technology Solutions PH Inc logoCI

Senior Process Executive

Jun 2019 - Mar 2025 (5 years 9 months)

Supported administrative and operational functions for a 7-member team, coordinating workflows, case assignments, and SLA monitoring while maintaining 100% SLA compliance. Prepared reports and dashboards using Excel, Google Sheets, and Salesforce, and served as SME and Assistant Queue Manager.

Sun Life Financial logoSF

Licensed Financial Advisor

Sep 2018 - Dec 2022 (4 years 3 months)

Managed a portfolio of approximately 50 clients, assessing financial goals and insurance needs while generating over ₱1M in premium production. Advised on mutual funds and life insurance, and managed end-to-end new business processing and policy servicing.

Sitel Philippines Corporation logoSC

Customer Service Representative

Sitel Philippines Corporation

Aug 2014 - Nov 2015 (1 year 3 months)

Provided customer service and policy servicing support for MetLife Home & Auto Insurance, assisting U.S. policyholders with coverage, premiums, and billing. Maintained accurate records and handled sensitive information in compliance with privacy standards.

Education

Degrees, certifications, and relevant coursework

TE

TESDA

Introduction to Food Processing, Food Processing

2022 - 2022

Completed Introduction to Food Processing certification.

SC

Securities and Exchange Commission

Certified Investment Solicitor, Investment

2019 - 2019

Certified Investment Solicitor.

IP

Insurance Commission of the Philippines

Licensed Insurance Agent, Insurance

2018 - 2018

Licensed Insurance Agent (Traditional & VUL).

KF

Kingfisher School of Business and Finance

Bachelor of Science in Management, Business Management

2010 - 2014

Activities and societies: Dean's Lister

Bachelor of Science in Management with a major in Business Management. Dean's Lister.

Availability

Looking for a job

Location

Canada

Authorized to work in

Salary expectations

60k+ CAD

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