Driven professional with a track record, with Legal & General, of enhancing customer experiences, adept in customer service and attention to detail. Leveraged excellent communication and reliability to boost client satisfaction and efficiency. Proven ability in developing strong client relationships and delivering tailored financial solutions at Legal & General Insurance, showcasing self-motivation and active listening skills.
Overview
31
31
years of professional experience
Work History
GAMING ROOM ASSISTANT
Full Moon Hotel
Sandgate, QLD
09.2023 - 01.2024
Efficiently managed time while working independently or as part of team, consistently completing tasks within required deadlines.
Participated in regular training sessions to stay up-to-date on industry best practices and gaming laws.
Maintained gaming machines.
Enhanced overall guest experience through courteous interactions and prompt assistance when needed.
Balanced bar and Keno cash registers and managed and balanced large float.
ADMINISTRATIVE ASSISTANT
Urangan Point State School
Hervey Bay, QLD
01.2000 - 05.2005
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital pupil and staff information.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Managed pupil medications and accurate records.
FINANCIAL ADVISOR
Legal & General Insurance
Reading, England
01.1993 - 07.2000
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.