Amandeep Kaur
Pakenham,Australia
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
Work History
Account Manager – SME/Domestic portfolio
Fitzpatrick & Co. Insurance Brokers Ltd
03.2020 - Current
- Quoting New Business, Managing debtors, remarketing & issuing renewals, endorsements, and other related transactions.
- Negotiating with underwriters
- Issuing Insurance Certificates, Memos, and all other insurance related documents
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
Account Manager
Austbrokers Countrywide
06.2019 - 03.2020
- Managed a domestic portfolio of approx 600 clients
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Recorded accurate and efficient records in customer database.
- Set and achieved company defined sales goals.
- Achieved monthly goals and KPIs.
Assistant Underwriter, Promoted to Underwriter
Catholic Church Insurance
11.2018 - 06.2019
- Data entry for underwriters
- Quoted liability & property with the support of senior underwriters.
- Verified data integrity and accuracy.
- Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
Branch Manager
Knight Archer Insurance Limited
10.2016 - 09.2017
- Trained all new staff and existing staff of any changes in the market
- Monitored service standards, sales goals, and retention rate
- Managed a small domestic portfolio of $300,000 premium.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Account Manager
Knight Archer Insurance Limited
06.2015 - 10.2016
- Managed a domestic portfolio of $800,000 premium
- Handled all claims
- Contributed to event marketing, sales and brand promotion.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Attended monthly sales meetings and quarterly sales trainings.
- Insurance renewals, endorsements and other related transactions
- Remarketing all Personal Lines policies.
- Recorded accurate and efficient records in customer database.
Education
Recent Qualifications Obtained -
With ANZIIF
CAIB - Canadian Accredited Insurance Broker Designation -
Insurance Brokers Association of Canada
01.2017
Diploma in Business Insurance -
Mohawk College
Ontario, Canada2012
Skills
- Account Management
- Basic knowledge of MS-Excel, MS-Word and PowerPoint
- Experience on insight, CBS Web, Winbeat, Office tech, 3CX
- Knowledge of steadfast underwriters SCTP & Sunrise
- Strong Communication skills and writing skills
- Positive attitude, punctual, active, calm and hard worker
- A strong team player and interested in working beyond the required work responsibilities
- Can work independently with no supervision
References
Available upon request
Languages
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Account Manager – SME/Domestic portfolio
Fitzpatrick & Co. Insurance Brokers Ltd
03.2020 - Current
Account Manager
Austbrokers Countrywide
06.2019 - 03.2020
Assistant Underwriter, Promoted to Underwriter
Catholic Church Insurance
11.2018 - 06.2019
Branch Manager
Knight Archer Insurance Limited
10.2016 - 09.2017
Account Manager
Knight Archer Insurance Limited
06.2015 - 10.2016
Recent Qualifications Obtained -
With ANZIIF
CAIB - Canadian Accredited Insurance Broker Designation -
Insurance Brokers Association of Canada
Diploma in Business Insurance -
Mohawk College
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