Amy Williams
Brisbane
Summary
Currently over the last year and a half, I have been working in a Relationship Management role for the Growth Markets and Mortgage Broker team.
With my current skill set in the Relationship Management team, I have experience with maintaining, engaging and developing strong relationships with stakeholders to drive growth and positive outcomes for our space.
I am also currently one of the trainers for the FI Centre of Excellence, assisting our external partners with GI product knowledge for interactions with their clients.
Overview
3
3
years of professional experience
Work History
Relationship Manager
Allianz
03.2022 - Current
- Communicate regularly with external Mortgage Brokers and aggregators
- Build and maintain relationships with external stakeholders while providing a high level of expertise
- Provide insurance to Mortgage Broker referral customers
- Participated in staff meetings to discuss innovative strategies to improve services
- Communicate with internal BDM's to improve the referral program service
FI Centre of Excellence Trainer
Allianz Insurance
11.2022 - Current
- Provide training to our external Financial Institutions and partners
- Teach bankers and staff members about Allianz Insurance products (GI)
- Create and present quarterly survey data from post training surveys
- Assist with PDDD
- Liaise with other Allianz FI staff members to improve training and simplify processes
Customer Service Specialist - Referral Partnership
Allianz Insurance
05.2021 - 03.2022
- Inbound and Outbound calls in a contact centre environment
- Actioned referrals from Mortgage Brokers and Banks for insurance for their clients loans
- Serviced existing customers policies whilst providing exceptional customer service
- Contributed to achieving and maintaining service levels with our financial institute partners
Customer Service Specialist
Allianz Insurance
08.2020 - 05.2021
- Taking inbound calls through our Allianz Direct Channel
- Assisting customers with their insurance enquiries for new and existing policies
- Trained in Home and Contents, Landlord, Motor Vehicle and Caravan/Trailer Insurance
Education
Bachelor of Business - Currently Undertaking - Business
Griffith University
Brisbane, QLDSkills
- Relationship building
- Organisational skills
- Professional Relationships
- Microsoft skills
- Regulatory Compliance
- Public Speaking
- Customer Service
- Salesforce knowledge
Timeline
FI Centre of Excellence Trainer
Allianz Insurance
11.2022 - Current
Relationship Manager
Allianz
03.2022 - Current
Customer Service Specialist - Referral Partnership
Allianz Insurance
05.2021 - 03.2022
Customer Service Specialist
Allianz Insurance
08.2020 - 05.2021
Bachelor of Business - Currently Undertaking - Business
Griffith University
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