Experienced insurance professional with an understanding of products, customer needs, and sales objectives. Skilled in analysing documentation, resolving concerns, and promoting new products. Adept at handling routine and complex issues while ensuring customer satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Case Manager
EML Group
01.2024 - Current
Developed and implemented tailored strategies to optimize claim outcomes, reducing costs and improving recovery rates for injured workers.
Managed complex cases by assessing liability, coordinating entitlements, and ensuring timely approvals for rehabilitation and wellness plans.
Communicated effectively with diverse stakeholders, including medical providers, employers, and injured workers, to drive progress and implement actionable solutions.
Delivered adverse outcomes empathetically, focusing on resolution and maintaining strong client relationships.
Oversaw policyholder claims reviews, ensuring compliance with internal policies and industry standards, while providing support during case handovers.
Coordinated transportation services for clients facing accessibility challenges, ensuring they received timely care.
Demonstrated strong problem-solving skills by resolving complex concerns efficiently, contributing to a positive experience for policyholders and stakeholders.
Strata Team Leader
Coverforce Insurance Brokers
08.2023 - 12.2023
Managed a full portfolio while overseeing 6 team members, balancing personal account management with team leadership responsibilities.
Onboarded and trained new staff, ensuring they were equipped to handle complex accounts and client needs.
Handled escalations and work overflow, ensuring timely resolution of client issues and maintaining high service standards.
Managed account allocations to optimize team performance and workload distribution.
Conducted 1:1 meetings with direct reports to provide support, feedback, and professional development.
Produced monthly statistical reports to track team performance, identify areas for improvement, and inform strategic decisions.
Monitored daily workflow to ensure adherence to established policies and procedures.
Strata Broker
Coverforce Insurance Brokers
08.2022 - 08.2023
Managed the largest portfolio in the team, overseeing 1,300 accounts and buildings valued up to $350 million, ensuring efficient operations and client satisfaction.
Onboarded a new client with 500 accounts within first three months of role, demonstrating strong client relationship management and seamless integration.
Implemented a tailored approach to each client, differentiating between partner and non-partner clients, to meet specific needs and expectations.
Simultaneously managed my own portfolio while onboarding new team members, reflecting leadership and multitasking abilities.
Processed strata insurance documentation, including quotations, renewals, and invoices, ensuring accuracy and compliance with industry standards.
Collaborated with Strata Managers and Owners' Corporations to address insurance needs, ensuring comprehensive coverage and regulatory alignment.
Achieved the highest customer satisfaction in the team, contributing to enhanced client retention and positive feedback.
Promoted to Strata Team Leader in recognition of my leadership, exceptional service, and ability to manage complex accounts.
Office Coordinator
FullCRM
10.2021 - 08.2022
Assisted C-suite executives with daily duties, providing high-level administrative support to enhance productivity.
Created and managed all work events, ensuring successful execution and high staff engagement.
Onboarded new staff, providing resources for a smooth transition into the company.
Managed meeting rooms, ensuring availability and optimal setup for internal and external meetings.
Handled building management responsibilities, maintaining the office environment for safety and functionality.
Engaged staff to encourage attendance in the office, promoting collaboration and team cohesion.
Arranged interstate travel for staff, optimizing travel logistics and schedules for efficiency.
Assisted with IT support and setup of new laptops, ensuring staff were equipped with the necessary technology for their roles.
Maintained comprehensive record-keeping and managed contracts to ensure compliance and accessibility.
Prepared meeting minutes and documentation, ensuring clear communication and follow-up on action items.
Managed online platforms and timesheets, streamlining processes for better time tracking and project management.
Administration Assistant
DSE Transport
Sydney, NSW
07.2019 - 08.2021
Completed daily administration duties for South Australia, Victoria, and Linehaul operations, ensuring efficient workflow and accurate record-keeping.
Created new customer accounts in the CRM system, facilitating seamless onboarding and ensuring accurate client information.
Processed owner-driver invoices, making necessary adjustments to maintain accurate financial records and support operational efficiency.
Conducted background checks and set up insurance for new business accounts, ensuring compliance and risk management.
Provided weekly auditing of linehaul accounts to the General Manager, contributing to financial accuracy and operational oversight.
Assisted with ad-hoc job queries and explored potential new business opportunities, demonstrating proactive support for operational growth.
Collaborated with team members to streamline processes and improve communication across various regions, enhancing overall service delivery.