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Nard Joseffe ObligadoNO
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Nard Joseffe Obligado

@nardjoseffeobligado

Insurance Accounts Management Specialist at Aster National Insurance Group, supporting policy servicing and automating recurring workflows.

Philippines
Message

At Aster National Insurance Group, I support the complete policy lifecycle across more than seven insurance lines of business. I prepare Certificates of Insurance and maintain policy, client, coverage, and transaction information.

I also coordinate premium funding and IPFS autopay transactions, along with endorsements, renewals, and ongoing policy servicing. I use PandaDoc templates and Momentum Automation to streamline recurring administrative processes.

At Global Payments, I managed merchant inquiries and processed banking and business account updates. I also researched transactions and payment investigations to address account-related concerns.

At Alorica, I provided customer service and technical support by phone, investigated concerns, and guided customers through resolution steps. I hold a Bachelor of Science in Marine Transportation from Our Lady of Fatima University.

Experience

Work history, roles, and key accomplishments

AG
Current

Insurance Accounts Management Specialist

Aster National Insurance Group

Jan 2025 - Present (1 year 9 months)

Support the complete policy lifecycle across more than seven insurance lines, preparing Certificates of Insurance and maintaining accurate records in AMS and CRM platforms. Process premium funding and IPFS autopay transactions while improving workflows with PandaDoc and Momentum Automation.

Education

Degrees, certifications, and relevant coursework

Our Lady of Fatima University logoOU

Our Lady of Fatima University

Bachelor of Science, Marine Transportation

Pursued a Bachelor of Science in Marine Transportation.

Tech stack

Software and tools used professionally

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