Aakriti Sharma
Hobart,TAS
Summary
Well-qualified with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
5
5
years of professional experience
Work History
Insurance Property Officer
Insurance Australia Group
05.2022 - 01.2025
- examining scenes of incidents resulting in insurance claims to determine causes and effects
- interviewing witnesses and claimants to obtain details required to assess the validity of claims and identify the parties responsible for accidents, damage and loss, and preparing statements and reports
- inspecting reports for damaged buildings, equipment and motor vehicles and estimating the cost of repairs
- estimating business losses resulting from fire, theft and other business disruptions
- reviewing reports and recommending action to reduce risks
- compiling data which influence the determination of premium rate
- liaise with Insured and repairers to understand the extent of damage
- Evaluating repair and other types of costs involved to compile proof of loss and determine recoverable portion of the claim
- Payments and calculations
- Deep understanding of tenancy agreement law
Client Service Administrator
IOOF Holdings
10.2021 - 04.2022
- Responsible for analyzing profile of client from
CRMS and performing services like withdrawal
request, switches through Compass Productions. - Timely and accurate filing, allocation and
archiving of client correspondence, documents
and information. - Participate in multi skilling, enhance skills in the
various processes within the team and broader
operations business as required. - Identifying opportunities and reporting to
Team Lead on matters related to quality
control, service quality, productivity and
peer checking work in line with policies
and procedures. - Maintenance of accounts and providing high
quality service to internal and external
customers. - Interpret workflow trends and put actions in
place/escalate recommended actions to remedy
the likelihood of reported problems
Investment Advice Support Officer
NAB
04.2021 - 09.2021
- Establishing and maintaining client accounts
- Providing client reporting on a quarterly and ad-hoc basis
- Management of the team’s prospects and opportunities, whilst maintaining client relationship systems
- Liaising with Operations as required to facilitate workflow
- Managing CRM systems and ensuring all documentation is captured correctly
- Proactively managing risk and compliance through performing and adhering to policies, processes and procedures – escalating any events, losses or breaches incurred
- Assisting teams in preparing Records of Advice (ROA) and Statements of Advice (SOA), pitch documents, portfolio reviews and marketing material
- Supporting the advice teams to execute and deliver business-wide initiatives and opportunities to achieve desired outcomes
- Support continuous improvement in our business
Graduate Account ( Tax)
Police Tax (by Accountants Plus Private Ltd)
07.2020 - 02.2021
- Preparing Financial Statements and Income
Tax returns for individuals, partnerships,
companies, trusts and SMSF. - Preparing and lodgment of Business Activity
Statements and Instalment Activity Statements,
and ASIC documents. - Client consultation and successfully
undertaking all communications with the
clients. - Involvement in maintaining client and
professional network relationships.
Ensure compliance in a timely manner
Emailing and solving client problems,
maintaining client records. - Estimating track tax returns working on
financial data with accounting department.
Researching & recommending tax strategies.
Education
Masters in Accounting - Accounting And Finance
Deakin University
2021
Bachelor of Commerce - Accounting And Business Management
Delhi University
06.2017
Skills
- Detail orientated
- Accuracy
- Communicational skills
- leading skills
- Meeting deadline in timely manner
- Well presented
Timeline
Insurance Property Officer
Insurance Australia Group
05.2022 - 01.2025
Client Service Administrator
IOOF Holdings
10.2021 - 04.2022
Investment Advice Support Officer
NAB
04.2021 - 09.2021
Graduate Account ( Tax)
Police Tax (by Accountants Plus Private Ltd)
07.2020 - 02.2021
Bachelor of Commerce - Accounting And Business Management
Delhi University
Masters in Accounting - Accounting And Finance
Deakin University
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