Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Angela Summerville

Gold Coast,QLD

Summary

Proven track record in enhancing client relations and retention, demonstrated during tenure at Commonwealth Bank. Expert in financial planning and client follow-up, achieving a 125% increase in branch personal lending. Skilled in policy analysis and claims management, with a knack for translating complex insurance and lending scenarios into client-friendly solutions.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Insurance Advisor Authorised Representive

Life Wealth Protection
05.2011 - Current
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Developed and implemented strategies to maximize customer satisfaction.
  • Appraised personal and real properties to determine correct levels of coverage for each policy.
  • Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
  • Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.

Lending Administration Assistant

WHK Cressy Lynch
04.2006 - 12.2006
  • preparing finance applications ready for submission to various lenders
  • Preparing finance documents for our clients to complete
  • Follow up and liaison with clients for additional information
  • Maintaining client information in data base
  • developing spreadsheets and documents
  • Sourcing external business
  • identifying opportunities to refer clients to our financial planner or risk specialist

Premium High Valued Client Relationship Manager

Commonwealth Bank
12.1999 - 04.2005
  • Addressed and resolved customer complaints and issues to improve satisfaction.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
  • Loans, leases, share broking, managed funds and the cross selling of other products such as credit cards and transactional accounts
  • Rectifying any problems, negotiating rates, conducting client profile needs analysis and ensuring that all clients were 100% satisfied
  • Sourcing external business
  • Reinforced established quality control standards and followed procedures for optimal customer interactions.
  • Managed customer relations on ongoing basis to maximize customer retention.

Personal Lending Manager & Asst Branch Manager

Commonwealth Bank
03.1997 - 12.1999
  • Oversaw entire loan process to provide each client received exceptional service.
  • Trained newly hired employees to provide information regarding processes, procedures and deadlines.
  • Advised clients of financial services that could prove to be beneficial.
  • Promptly prepared and submitted accurate paperwork to accounting office for processing to state and lending institutions within allotted time.
  • Supervised team of [Number] loan officers, promoting positive environment and instilling model of hard work and dedication.
  • Approved and underwrote consumer loans for lines of credit and home equity.
  • Increased branch personal lending by 125%
  • Regular monthly sales achiever
  • Reduced run-off by 20%


Skills

  • Data Interpretation
  • Financial Planning
  • Claims Management
  • Policy analysis
  • Client Retention
  • Client Relations
  • Customer follow-up
  • Customer Service
  • Leads Prospecting
  • Regulatory Compliance
  • Life Insurance
  • New Client Acquisition

Certification

  • Financial Advisors Exam (2019)
  • Commissioner of Declaration (2010)
  • Cert IV in Financial Services (2007)
  • Diploma in Financial Services (2005)
  • Certificate in Attainment (2004)


Timeline

Insurance Advisor Authorised Representive

Life Wealth Protection
05.2011 - Current

Lending Administration Assistant

WHK Cressy Lynch
04.2006 - 12.2006

Premium High Valued Client Relationship Manager

Commonwealth Bank
12.1999 - 04.2005

Personal Lending Manager & Asst Branch Manager

Commonwealth Bank
03.1997 - 12.1999
  • Financial Advisors Exam (2019)
  • Commissioner of Declaration (2010)
  • Cert IV in Financial Services (2007)
  • Diploma in Financial Services (2005)
  • Certificate in Attainment (2004)


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Angela Summerville