Summary
Overview
Work History
Education
Skills
References
Other Languages
Timeline
Hi, I’m

Amandeep Kaur

Pakenham,Australia

Summary

Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.

Overview

10
years of professional experience

Work History

General Insurance Brokers of Australia

Account Manager
10.2024 - Current

Job overview

  • Facilitate renewals for Commercial team, ensuring compliance and client satisfaction.
  • Negotiate enhanced terms for clients, maximizing value and strengthening relationships.
  • Collaborate with cross-functional teams to streamline renewal processes and improve efficiency.

Fitzpatrick & Co. Insurance Brokers Ltd

Account Manager – SME/Domestic portfolio
03.2020 - 07.2024

Job overview

  • Analyzed insurance needs and provided tailored policy recommendations to clients.
  • Coordinated communication between clients and underwriters to ensure timely policy issuance.
  • Oversaw account renewals, ensuring accuracy of coverage details and premium adjustments.
  • Mentored junior account managers on best practices for client management and relationship building.
  • 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.

Austbrokers Countrywide

Account Manager
06.2019 - 03.2020

Job overview

  • 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.

Catholic Church Insurance

Assistant Underwriter, Promoted to Underwriter
11.2018 - 06.2019

Job overview

  • 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.

Knight Archer Insurance Limited

Branch Manager
10.2016 - 09.2017

Job overview

  • 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.

Knight Archer Insurance Limited

Account Manager
06.2015 - 10.2016

Job overview

  • 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
  • Recorded accurate and efficient records in customer database.

Education

ANZIIF

Tier 1
01-2025

Insurance Brokers Association of Canada

CAIB - Canadian Accredited Insurance Broker Designation
01-2017

Mohawk College

Diploma in Business Insurance
2012

Skills

  • Account Management
  • Experienced user of insight, CBS Web, Webex, Office tech, 3CX
  • Experience working with Steadfast underwriters - SCTP, Sunrise & manual
  • Strong Communication skills and writing skills
  • Positive attitude, punctual, active, calm and hard worker
  • Work independently with no supervision

References

Available upon request

Other Languages

Punjabi
Native or Bilingual
Hindi
Native or Bilingual

Timeline

Account Manager

General Insurance Brokers of Australia
10.2024 - Current

Account Manager – SME/Domestic portfolio

Fitzpatrick & Co. Insurance Brokers Ltd
03.2020 - 07.2024

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

Mohawk College

Diploma in Business Insurance

ANZIIF

Tier 1

Insurance Brokers Association of Canada

CAIB - Canadian Accredited Insurance Broker Designation

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Amandeep Kaur