Summary
Overview
Work History
Education
Skills
Certification
Education Certificates
Timeline
Generic

BILLY PHONGSAVATH

Scoresby

Summary

Organised and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team and personal goals.

True believer of self growth and up skilling, with a strong desire to always strive for the best outcome and career growth.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Account Broker

AB Phillips
02.2024 - Current
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Collaborated with underwriters to negotiate favourable terms for clients, ensuring competitive pricing and comprehensive coverage.
  • Working on behalf of the account manager to process and finalise renewals.
  • Based within the personal lines space, covering PI, General Liability, Cyber and Business Insurance.
  • Utilized CRM software to manage client relationships.

Client Executive

Gallagher
01.2023 - 02.2024
  • Monitored client’s insurance coverage to ensure changing needs were met
  • Providing multiple options to renewal clients that best suited their needs
  • Contact of lapsed policy holders/clients on a weekly basis to inquire continuing needs
  • Building relationships with external partners, third party brokers and underwriters
  • Contacted underwriters and submitted forms to obtain binding coverage
  • Served as a point of contact for customers throughout the life cycle of their policies.

Client Executive

EBM Rent Cover
10.2022 - 01.2023
  • Inbound/outbound sales & service role
  • Providing insurance needs and products to landlords & real estate agents
  • Daily roles include: new business and existing quotations as well as servicing policies
  • Exposure to risk management and submitting of claims
  • Product knowledge of home & contents insurance.

Sales & Service Consultant

IAG
01.2018 - 01.2022
  • Inbound and outbound sales & service role
  • Providing insurance needs and products to retail customers & brokers
  • Daily roles include: new business and existing quotations as well as servicing policies
  • Exposure to data and testing
  • Auditing & QA for team staff members and peers
  • Exposure to risk management and decision making for claims
  • Underwriting retail & broker policies up to $250,000

Credit Card Solutions Officer

ANZ
01.2016 - 01.2018
  • Inbound contact role: dealing with all credit card enquiries
  • Completion of balance transfers, credit limit increases, product transfers, disputes and fraud
  • Providing knowledgeable information of all ANZ’s credit card products.

Outbound Career Consultant

ACQUIRE LEARNING
01.2015 - 01.2016
  • Outbound Career Consultant
  • Consulting on a daily basis, to those that were in need of employment
  • Providing long-term solutions within the work force
  • During this time helping the business sell up to over $150,000 worth of diplomas.

Education

Advanced Diploma - Building And Design

Box Hill Institute of TAFE
Melbourne, VIC

Skills

  • Goal-oriented mindset
  • Portfolio Management
  • Data Interpretation
  • Documentation abilities
  • Relationship Management
  • Compliance adherence
  • Risk Mitigation
  • Insurance understanding

Certification

  • TEIR 2 ANZIIF
  • TEIR 1 ANZIIF (currently completing)
  • FORKLIFT LICENSE

Education Certificates

  • EMMAUS COLLEGE, VCE COMPLETION, 2009
  • BOX HILL INSTITUTE, ADVANCED DIMPLOMA OF BUILDING & DESIGN, 2014

Timeline

Account Broker

AB Phillips
02.2024 - Current

Client Executive

Gallagher
01.2023 - 02.2024

Client Executive

EBM Rent Cover
10.2022 - 01.2023

Sales & Service Consultant

IAG
01.2018 - 01.2022

Credit Card Solutions Officer

ANZ
01.2016 - 01.2018

Outbound Career Consultant

ACQUIRE LEARNING
01.2015 - 01.2016

Advanced Diploma - Building And Design

Box Hill Institute of TAFE

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