Adam Macdonald
Bondi Junction,NSW
Summary
Client-focused professional with a strong background in the insurance industry and proven experience in account management, client relationship development, and claims. After two years in hands-on, technical pool roles, now seeking a fully client-facing position where I can leverage a relationship-first approach, commercial awareness, and clear communication to support and grow customer portfolios. Known for reliable and consistent service delivery, maintaining high standards. Valued team player with focus on collaboration and adaptability, ensuring smooth operations in dynamic environments.
Overview
8
8
years of professional experience
Work History
Pool Technician
Advanced Pool Care
09.2024 - Current
- Performed pool maintenance, basic diagnostics and equipment checks for residential and commercial clients.
- Provided onsite customer support and basic product guidance during visits.
- Conducted routine maintenance on residential and commercial pools, ensuring optimal water quality and safety standards.
- Diagnosed and resolved pool equipment malfunctions, enhancing system efficiency and longevity.
Client Services Broker
Austbrokers ABS
07.2023 - 09.2024
- Supported a Senior Broker managing a portfolio of commercial insurance clients across property, liability, motor and business packages.
- Assisted with renewals, submissions, reviewing terms and presenting options to clients.
- Handled mid-term changes, certificates of currency, policy queries and claims lodgements, coordinating with underwriters to ensure accurate documentation.
- Developed and maintained client relationships, ensuring high levels of satisfaction and retention.
- Conducted comprehensive market analysis to identify emerging trends and opportunities for clients.
Claims Executive
PSC Insurance
04.2022 - 07.2023
- Managed motor, property and liability claims for commercial clients from lodgement through to settlement.
- Assessed claims, gathered documentation and coordinated loss adjuster and third-party reports.
- Liaised with insurers and brokers to negotiate outcomes, resolve coverage queries and provide clear client updates.
- Led strategic initiatives to enhance operational efficiency and optimize resource allocation.
Branch Manager
Enterprise Rent-a-Car
08.2018 - 01.2020
- Oversaw day-to-day branch operations including staffing, workflow and customer service delivery.
- Managed and coached rental agents, tracking results and maintaining service and sales standards.
- Controlled branch performance, including revenue reporting, cost management and fleet utilisation, while resolving escalated customer issues.
- Led branch operations, ensuring compliance with company policies and regulatory requirements.
Customer Relations Officer
BT Financial Group
07.2017 - 08.2018
- Managed inbound enquiries from financial planners and account holders regarding accounts, products and transactions.
- Resolved customer inquiries through multiple communication channels, enhancing client satisfaction and loyalty.
Education
Bachelor of Commerce - Marketing
Australian Catholic University
North Sydney, NSW12-2016
Skills
- B2B Relationship Management
- Field & Technical Sales
- Client Training & Product Demonstration
- CRM & Pipeline Management
- Territory Growth
- Customer Service
- Relationship building
- Conflict resolution
- Complaint handling
- Product knowledge
- Sales expertise
Timeline
Pool Technician
Advanced Pool Care
09.2024 - Current
Client Services Broker
Austbrokers ABS
07.2023 - 09.2024
Claims Executive
PSC Insurance
04.2022 - 07.2023
Branch Manager
Enterprise Rent-a-Car
08.2018 - 01.2020
Customer Relations Officer
BT Financial Group
07.2017 - 08.2018
Bachelor of Commerce - Marketing
Australian Catholic University