I am Heidi Opeña, a Client Executive Processor II with Marsh Philippines, Inc. and UCPB General Insurance Co., Inc. I have a solid track record in preparing proposals for client presentations, coordinating group presentations, and ensuring accurate underwriting information before issuance. I thrive on turning client needs and data into clear, persuasive documentation and engaging proposals. I enjoy blending organizational rigor with a dash of creativity, training new hires, and collaborating with clients and underwriters to deliver smooth processes and endorsements. I’m excited to apply my experience toward creative digital marketing initiatives, turning curiosity into conversion while maintaining meticulous attention to detail.

I am Heidi Opeña, a Client Executive Processor II with Marsh Philippines, Inc. and UCPB General Insurance Co., Inc. I have a solid track record in preparing proposals for client presentations, coordinating group presentations, and ensuring accurate underwriting information before issuance. I thrive on turning client needs and data into clear, persuasive documentation and engaging proposals. I enjoy blending organizational rigor with a dash of creativity, training new hires, and collaborating with clients and underwriters to deliver smooth processes and endorsements. I’m excited to apply my experience toward creative digital marketing initiatives, turning curiosity into conversion while maintaining meticulous attention to detail.

Available to hire

I am Heidi Opeña, a Client Executive Processor II with Marsh Philippines, Inc. and UCPB General Insurance Co., Inc. I have a solid track record in preparing proposals for client presentations, coordinating group presentations, and ensuring accurate underwriting information before issuance. I thrive on turning client needs and data into clear, persuasive documentation and engaging proposals.
I enjoy blending organizational rigor with a dash of creativity, training new hires, and collaborating with clients and underwriters to deliver smooth processes and endorsements. I’m excited to apply my experience toward creative digital marketing initiatives, turning curiosity into conversion while maintaining meticulous attention to detail.

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Experience Level

Language

English
Advanced

Work Experience

Client Executive Processor II at Marsh Philippines, Inc.
January 1, 2017 - September 22, 2025
Assistant in preparing proposals for client presentations and group presentations; handles routine inquiries and transactions concerning clients; interacts with clients and underwriters; determines completeness and clarity of underwriting information prior to encoding/issuance of documents; validates discrepancies in requests from underwriting service specialists; trains newly hired employees in issuance of policies and endorsements.
Client Executive Processor II at UCPB General Insurance Co., Inc.
August 1, 2011 - September 22, 2025
Assists in preparing proposals for client presentations; participates in group presentations; handles routine inquiries and transactions concerning clients; interacts regularly with clients and underwriters; determines completeness and clarity of underwriting information prior to encoding/issuance of requested documents; validates discrepancies in requests from USS/requesting party; trains newly hired employees in issuance of policies and endorsements.

Education

BSBA, Finance - Banking at University of the East
January 1, 2000 - January 1, 2004

Qualifications

Underwriting Service Specialist (USS)
January 11, 2030 - September 22, 2025

Industry Experience

Financial Services, Professional Services