Lea Mae Cabacungan, Passionate Financial Advisor | Committed to Client Success

About

I am Lea Mae Cabacungan, a motivated individual with a strong background in customer service and a passion for helping others. I recently completed a Certificate of Training for Virtual Assistant, which sparked my interest in pursuing a career in administrative roles. I thrive in dynamic environments where I can engage in various tasks, and I enjoy the challenge of managing multiple responsibilities efficiently. My strong communication skills allow me to connect effectively with clients and colleagues, ensuring a positive experience for everyone involved. I am highly organized and detail-oriented, which helps me maintain a high level of accuracy in my work. Being a team player, I appreciate collaboration and believe that working together leads to greater success. Additionally, I am self-motivated and continuously seek opportunities to learn and grow, which I believe will be beneficial as I expand my knowledge in virtual assistance.

Experience

FWD Philippines

Jul 2024 – Present

Financial Wealth Planner

As a Financial Wealth Planner, I specialize in managing and providing tailored life and health insurance plans that meet the specific needs of my clients. I actively promote affordable insurance options, building strong relationships with potential clients while guiding them through product offers. My focus is on addressing their uncertainties and helping them align insurance solutions with their financial goals and budget, ensuring they feel secure and supported in their decision-making.

Genpact Philippines

Dec 2023 – Mar 2024

Process Associate

In my role as a Process Associate, I assisted international customers with credit card debt by providing tailored payment options and guiding them in making incremental payments to reduce their outstanding balances. I effectively utilized CRM tools to track client payments and maintain accurate records, ensuring a seamless experience for both the clients and the organization.

Webhelp Philippines

Jul 2022 – Dec 2022

Blended Support Agent

In my role as a Blended Support Agent for Lazada, I effectively handled customer inquiries, complaints, and orders through chat, email, and outbound calls. I supported e-commerce transactions by assisting customers with payment issues, processing refunds, and providing updates on order statuses. My focus on delivering timely and effective solutions ensured high levels of customer satisfaction in a fast-paced environment.

Optum Global Solutions

Sep 2021 – Oct 2021

International Health Insurance Agent

In my role as an International Health Insurance Agent, I managed healthcare-related inquiries and provided effective solutions to customers of UnitedHealth Group. I assisted in handling insurance claims, benefits, and general healthcare account inquiries, ensuring a seamless experience for clients. Additionally, I successfully worked remotely during both the training and initial service delivery phases, demonstrating my adaptability and commitment to delivering quality service.

VXI Global Solutions

May 2021 – Jul 2021

Customer Sales Representative

In my role as a Customer Sales Representative, I provided exceptional support for DirecTV services while successfully upselling HBO Max packages to enhance customer satisfaction. I later transitioned to managing an AT&T postpaid account, where I assisted customers with inquiries and resolved service issues efficiently. This experience allowed me to develop strong sales and communication skills in a competitive environment, ensuring that client needs were met effectively.

Concentrix

Dec 2019 – Jul 2020

Customer Service Representative

In my role as a Customer Service Representative, I provided voice support for a local telecommunications company, effectively handling inquiries about their services. I managed account activations, addressed billing issues, and troubleshot network problems, ensuring customer satisfaction through clear communication and efficient problem-solving.

Education

Sapphire International Aviation Academy

Jun 2017 – Apr 2019

Accountancy, Business and Management, Accountancy

Lea Mae Cabacungan

Passionate Financial Advisor | Committed to Client Success

Skills