Summary
Overview
Work History
Education
Skills
Personal Information
Personal Qualities
Timeline
Generic

Alana Wheatley

Coombabah,Australia

Summary

I am a mother to 3 beautiful girls, ages 7yrs, 9yrs and 10yrs. I currently work as an Insurance Advisor, which I have been in the industry for over 10 years. However looking for a career change. Firstly, I am a single mother to 3 young girls, cook, cleaner, teacher, nurse, role model and have the ability to multitask. I am looking for employment during school hours preferably. I possess a range of experience over the years through my working career and I can adapt easily to different situations / work environment. I am looking at long term employment. I am a happy, friendly and positive worker. You can have confidence that by employing myself, I am not looking to travel or looking at taking maternity leave at any stage, my baby days are finished! I am not looking to change jobs every 1-2 years. I want job security, commitment and a place to enjoy when arriving to work.

I am a highly effective juggler of multiple competing responsibilities simultaneously. Thorough team contributor with strong organisational capabilities. Experienced in handling numerous tasks at once while ensuring accuracy. Effective at prioritising tasks and meeting deadlines.

Overview

25
25
years of professional experience

Work History

Insurance Advisor

Parkway Insurance Services
10.2019 - Current
  • Insurance Advisor for Body Corporate Insurance & Domestic Insurances
  • Tier 1 & 2 Compliant
  • High Level of Product Knowledge for major Insurance Companies
  • High Level of data entry
  • Dealing with Internal & External Clients
  • Brokers Assistant to Insurance Brokers
  • Processing Invoices – New Business, Renewals, Endorsements, Amendments, Cancellations
  • Sales for Domestic Insurances
  • Renewal Reviews/Remarketing
  • Phone Answering
  • Filing, Faxing, Mailing, Archiving
  • Ability to work independently

Herbalife Operator

Free Community Fitness Group
01.2017 - 12.2019
  • Dealing with Internal & External Clients
  • Phone Answering
  • Filing of Personal information / ordering and mailing of purchased products / Archiving and photocopying
  • Marketing and advertising
  • Building Customer / Clients relationships
  • Time Management
  • Cash handling
  • Organisation of activities - 4 mornings ( exercises / activities catering for all ages)

Claims Assistant

BCB
11.2012 - 02.2017
  • Account Manager for Body Corporate Claims
  • Tier 1 & 2 Compliant
  • High Level of Product Knowledge for major Insurance Companies
  • High Level of data entry
  • Dealing with Internal & External Clients
  • Phone Answering
  • Filing, Faxing, Mailing, Archiving

Business Owner/Proprietor

Dog Barfs
10.2010 - 12.2012
  • Servicing all over the Gold Coast in Hydrobathing, Dog Walking & House/Pet Sitting
  • Sales - Quoting services/converting to business (jobs)
  • Provide administrative support to new and existing clients and general public
  • Building Customer / Client relationships
  • Answer all telephone inquiries in a pleasant and friendly telephone manner
  • Data Entry / Marketing / Advertising
  • Time Management
  • All administration duties including filing, faxing and photocopying
  • All aspects of banking / Cash handling
  • Knowledge of MYOB

Broker Assistant/ Domestic Account Manager

Lea Insurance Brokers
06.2004 - 07.2009
  • Account Manager for Domestic Clients
  • Tier 2 Compliant
  • Brokers Assistant to Insurance Brokers
  • Processing Invoices – New Business, Renewals, Endorsements, Amendments
  • Sales for Domestic Insurances
  • Renewal Reviews/Remarketing
  • High Level of Product Knowledge for major Insurance Companies
  • High Level data entry
  • Banking – Petty Cash, Social Club & Daily Banking
  • Stationery Ordering
  • Organisation of Morning Tea’s
  • Dealing with Internal & External Clients
  • Phone Answering
  • Filing, Faxing, Mailing, Archiving

Administrative Support, Trainee

Gold Coast Institute of TAFE Southport
01.2004 - 10.2004
  • Managing Staff Calendars
  • Assisting Manager & other staff
  • Stationery Ordering for the Marketing Department
  • Completing Purchase Orders
  • Dealing with Internal & External Clients
  • Filing, Faxing, Mailing, Archiving

Office Clerk

Milspec Services
01.2000 - 12.2003
  • Typing of Requests & Quotes
  • Filing, Faxing, Mailing, Archiving
  • Banking
  • Dealing with Internal & External Clients
  • Handling International Enquiries
  • General Cleaning

Education

Teacher Aide - Currently studying

Teachers Aide Course Bundle (3 Micro-Credentials)
01-2025

Insurance Broking

Tier 1 - General Insurance Broking
01-2021

Tier 2 - Insurance Broking (Personal Lines)
01-2021

Completion online course - Online course (Not nationally recognised)

Human Nutrition, Mind, Health And Brain
01-2017

Certificate III -

Business/Administration
01-2001

Skills

  • Efficient interpersonal and negotiation skills
  • Time management and organisational skills
  • Excellent oral and written communication skills
  • Pleasant and friendly telephone manner
  • Ability to follow all safety policies and procedures and uphold codes of conduct
  • Goal-oriented mindset
  • Customer relations
  • Follow-up coordination
  • Client relationship management
  • Administrative support experience
  • Leadership qualities
  • Maintaining records
  • Data interpretation
  • File organization
  • Claims management
  • Underwriting principles
  • Effective communication
  • Word processing

Personal Information

Date of Birth: 05/08/83

Personal Qualities

  • Honest, reliable and highly motivated
  • Time Management & Organisation skills
  • Punctual and efficient
  • Eye for detail
  • Hard working and goal focussed
  • Dedicated and result driven
  • Able to work unsupervised
  • Ability to work under pressure, efficiently & effectively in a changing environment
  • Achieving personal goals

Timeline

Insurance Advisor

Parkway Insurance Services
10.2019 - Current

Herbalife Operator

Free Community Fitness Group
01.2017 - 12.2019

Claims Assistant

BCB
11.2012 - 02.2017

Business Owner/Proprietor

Dog Barfs
10.2010 - 12.2012

Broker Assistant/ Domestic Account Manager

Lea Insurance Brokers
06.2004 - 07.2009

Administrative Support, Trainee

Gold Coast Institute of TAFE Southport
01.2004 - 10.2004

Office Clerk

Milspec Services
01.2000 - 12.2003

Teacher Aide - Currently studying

Teachers Aide Course Bundle (3 Micro-Credentials)

Insurance Broking

Tier 1 - General Insurance Broking

Tier 2 - Insurance Broking (Personal Lines)

Completion online course - Online course (Not nationally recognised)

Human Nutrition, Mind, Health And Brain

Certificate III -

Business/Administration
Alana Wheatley