Cristine Ann Ungson

I am a driven professional with twelve years of work experience in the Financial Industry. I've been a stay-at-home mum for 4+ years and is looking to restart my career in an organization that will recognise the professional skills I obtained from previous jobs. I obtained CGI from July - August 2022. 

CUSTOMER ACQUISITION EXECUTIVE – HSBC BANK (SINGAPORE) LIMITED

June 2013 – June 2019

Duties and Responsibilities:

- Identifying potential clients through roadshow channel and understanding customer needs to promote suitable financial products and expand client base.                                                       - Achieving monthly sales targets as well as sales activity targets.                                                                                          - Full compliance with the Bank's sales process and sales quality standards.                      - Building good relationship with customers and deliver excellent client experience.          - Attending to some corporate events that open opportunities to meet with high profile banking customers.

JUNIOR MARKETING ASSISTANT – ALSONS INSURANCE BROKERS CORP., PHILIPPINES

July 2009 – November 2012

Duties and Responsibilities:

- Servicing and handling existing retail and corporate clients with non-life insurance policies and corporate clients with medical insurance, personal accident insurance and life insurance policies.
- Greeting walk-in clients and attending to their direct queries and requests.
- Receiving and attending to queries and requests of clients made through telephone calls and electronic mails and ensuring that actions are taken on the specified turnaround time.                                                                                                                                 - Visiting clients to establish rapport and address any after-sales issues.
- Participating in road shows particularly during golf tournaments to meet business prospects.
- Executing related functions that may be assigned by the manager from time to time such as arranging meetings, taking minutes of meeting, traveling to engage in risk management duties and preparing needed reports for executive committee meeting.
- Performing supervisory functions by monitoring other marketing assistants’ monthly production and renewals and conducting department meetings to ensure timely submission of deliverables.
- Creating and updating customers’ profiles and insurance records to in-house system and manually managing back-up file of records.
- Preparing and presenting periodic reports.

MARKETING ASSISTANT I – UCPB GENERAL INSURANCE COMPANY, INC., PHILIPPINES

July 2006 – April 2009

Duties and Responsibilities:

- Providing support and assistance to Senior Marketing Assistant in servicing the needs of existing insurance agents and agencies.
- Servicing and handling retail clients with non-life insurance policies.
- Receiving and attending to queries and requests of walk-in clients.
- Preparing and submitting timely quotation letters or proposals based on the approved insurance rates per risk or on the individually quoted rates of underwriters.
- Performing administrative functions such as insurance policy encoding and maintaining of customer’s profile in the system.
- Monitoring status of accounts newly negotiated and own quota production.
- Preparing and presenting monthly reports.
- Carrying out collection activities based on set guidelines.

St. Paul University Manila (Malate, Manila, Philippines)                                                                                                                           Bachelor of Science in Business Administration                                                               Major in Financial Management Accounting                                                                             June 2002 - March 2006