At Westside Insurance Specialist / Vault Oursourcing, I manage administrative and insurance tasks, including insurer and client correspondence through Outlook and monthly compliance reports using PowerBI and iAdviser Reports.
I led a SharePoint transition, migrating client files, resolving technical issues, and designing interfaces to improve navigation. I also prepare pre-renewal spreadsheets and trackers, and check insurer schedules against client documents.
Previously, I supported tax administration at YML Group Outsource Manila Inc. using FYI, DocuSign, Annature, and Xero Practice Manager. At Grab Singapore, EnablesME, I reviewed financial reports and used performance data to support operations; earlier roles included sales administration and data entry.
