Insurance Broker Assistant with two years experience, driven to achieve great success for each client interaction. Highly proficient in insurance software's, databases and microsoft word, excel and outlook. Professional, thorough, precise and conscientious.
Overview
7
7
years of professional experience
Work History
Insurance Broker Assisstant/Administration
Ausure Insurance Services
01.2022 - 04.2024
Currently Studying Tier 2 Qualification
Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
Developed strong relationships with insurance providers, allowing for more efficient claim resolution processes.
Handled Personal and Domestic Insurance Renewals.
In charge of the processing and assessing of claims.
Reported policy changes and company conditions affecting customer satisfaction.
Calculated quotes and educated potential clients on insurance options.
Producing certificate of currencies.
Following up debtors to ensure no outstanding balances.
Producing and following up proposal forms for all new business and renewal transfers.
Processing endorsements upon insured request.
General email and phone enquiries.
Handling cheques.
Store Manager
Euroa Eatery
03.2021 - 12.2021
Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
Managed inventory control, cash control, and store opening and closing procedures.
Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Assisted with hiring, training and mentoring new staff members.
OHS Supervisor.
Handled the rostering of staff.
Customer Service
Euroa Newsagency
07.2020 - 03.2021
Provided outstanding customer service.
Developed a deep understanding of customer service principles and customer service best practices.
Money Handling.
General purpose cleaning and store maintenance.
Leading and training new staff members.
Accounting.
Tattslotto service.
Personal Care Attendant
Euroa Health
10.2019 - 07.2020
Monitored vital signs regularly, promptly reporting any concerns or changes in the client''s condition to healthcare providers.
Offered emotional support when needed establishing trust between me as the attendant and my patient.
Ensured safety and comfort of clients through diligent monitoring and timely assistance with daily activities.
Provided safe mobility support to help patients move around personal and public spaces.
Assisted clients with daily living needs to maintain self-esteem and general wellness.
Utilised adaptive equipment like walkers or wheelchairs for aiding clients movement.
Documented vitals, behaviours, and medications in client medical records.
Assisted clients in maintaining personal hygiene, including bathing, grooming, and dressing, while preserving their dignity and privacy.
Education Support Trainee
St Johns Primary School
01.2019 - 12.2019
Shadowed senior team members to learn all related jobs and tasks.
Aided in day to day duties of classroom activities .
Assisted students with extra learning needs.
Scanning/photocopying student work sheets.
Prepared students work spaces for class activities.
Assisted teachers with the care of students while on school excursions/day trips.
Pharmacy Assistant
Euroa Pharmacy
02.2018 - 10.2019
Kept pharmacy counter and related areas clean, neat and organised.
Answered telephones and provided information about order status, store hours and pharmacy procedures.
Greeted customers and responded to questions with friendly, knowledgeable assistance.
Demonstrated professionalism and empathy when handling sensitive patient situations, preserving confidentiality at all times.
Assisted pharmacists in maintaining a well-organised and clean pharmacy environment for optimal workflow.
Stock take.
Taking/Processing orders.
Money handling.
Script processing.
Stocking shelves.
Crew Member
Mcdonalds Euroa
09.2017 - 02.2018
Worked front counter, drive-thru and other areas.
Took orders, prepared meals, and collected payments.
Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
Worked well with teammates and accepted coaching from management team.
Cleaned and maintained all areas of restaurant to promote clean image.
Provided excellent customer service by greeting customers and meeting quality expectations.
Customer Service
Burkes Bakery
03.2017 - 09.2017
Provided outstanding customer service.
Safe food handling.
Money Handling.
Coffee production.
Leading and training new staff members.
Food preparation.
General purpose cleaning.
Education
Certificate III - Allied Health And Health Assisstance
Go Tafe Seymour
Seymour, VIC
12.2019
Skills
Organisational Skills
Attention to detail
Communication Skills
Ability to work under pressure
Ability to use initiative and maintain a high level of confidentiality
Confident phone and listening skills
Time management skills
Comprehensive knowledge of MS Word, Excel and Outlook
Can-Do Attitude
Timeline
Insurance Broker Assisstant/Administration
Ausure Insurance Services
01.2022 - 04.2024
Store Manager
Euroa Eatery
03.2021 - 12.2021
Customer Service
Euroa Newsagency
07.2020 - 03.2021
Personal Care Attendant
Euroa Health
10.2019 - 07.2020
Education Support Trainee
St Johns Primary School
01.2019 - 12.2019
Pharmacy Assistant
Euroa Pharmacy
02.2018 - 10.2019
Crew Member
Mcdonalds Euroa
09.2017 - 02.2018
Customer Service
Burkes Bakery
03.2017 - 09.2017
Certificate III - Allied Health And Health Assisstance
Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services
Associate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of CanadaAssociate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of Canada