Insurance
Celestino Calabrese
Allianz Insurance
Tranmere,SA
16
years of professional experience
Dynamic Customer Sales and Service Specialist at Allianz Insurance with extensive underwriting expertise and a proven track record in client retention. Adept at leveraging exceptional communication skills to build strong relationships and drive sales growth. Recognized for delivering tailored insurance solutions while ensuring compliance and enhancing customer satisfaction.
Work History
Customer Sales and Service Specialist
10 Years 11 Months- Identified customer needs, delivered tailored solutions, and provided exceptional customer service.
- Cross-sold new business and up-sold existing client products, enhancing overall sales performance.
- Reviewed client renewals, delivering optimal solutions to ensure client retention.
- Quoting and writing new business detailing product benefits and features
- Processing policy endorsements and updating renewals, Cancellations, Sending new business terms, renewals, quotes and COC documents to clients and Processing payments.
- Adhering to compliance and legal scripting while meeting KPIs
- Underwriting accessing and risk referrals to senior underwriters.
- Served as Work and Health Safety Representative, promoting safety protocols within the team.
- Performed duties as First Aid Officer, providing immediate medical assistance to staff and clients.
Business Development Officer
3 Months- Maintained high client retention rate while identifying and pursuing new business opportunities.
- Grew a profitable client portfolio by addressing sales and product-related inquiries.
- Managed inbound and outbound calls with brokers and underwriters to facilitate effective communication.
- Adhered to strict financial compliance regarding corrected and updated information provided to clients.
Customer Support-Underwriter
2 Years 11 Months- Responsible for inbound and outbound calls with brokers and underwriters
- Maintained high client retention rate while identifying and pursuing new business opportunities.
- Managing and growing a profitable portfolio of clients through responding to general client sales and product related queries
- Quoting new and renewal business for the best coverage available
- Extensive account maintenance on processed applications, with emphasis on follow-up quotes
- Liaised with senior underwriters to assess risks and align coverage with company and client needs.
- Obtained accurate information for risk appetite and assessment, contributing to compilation of loss ratio statistics.
- Keeping current with changing policies, rates, and procedures, explaining coverage and guidelines
- Adhered to strict financial compliance regarding corrected and updated information provided to clients.
Customer Service Officer
2 Years 3 Months- Building account plans for key accounts, including setup, customer support, and training in SAP and custom solutions, leading to discovery of major upsell opportunities.
- Managed client portfolio by building relationships and ensuring service satisfaction through proactive engagement.
- Supported customer needs by collaborating with purchasing teams for major accounts, preparing reports, and enhancing customer communication.
- Followed up on quotes and orders, ensuring customer satisfaction and timely resolution of inquiries.
- Creating client quotes, orders, invoices, call logs, and client records.
- Delivering seminar to nationwide sales team on building client relationships.
Education
Certificate 3 - Insurance
Regulatory Guide 146 (RG 146) Tier 2
Certificate - Systems Analysis
Certificate - Business Systems Analysis
Skills
Customer relationship management
Insurance product knowledge
Advanced communication skills
Policy analysis skills
Organizational skills
Risk assessment
Microsoft Office proficiency
SAP software experience
Underwriting practices
Policy management
Quote analysis
Timeline
Customer Sales and Service Specialist
Allianz Insurance
11.2015 - CurrentRead More
Business Development Officer
National Transport Insurance (NTI)
08.2015 - 11.2015Read More
Customer Support-Underwriter
Shannon's Insurance (Suncorp)
09.2012 - 08.2015Read More
Customer Service Officer
BlueScope Steel
05.2010 - 08.2012Read More
Certificate 3 from Insurance
Read More
Regulatory Guide 146 (RG 146) Tier 2
Read More
Certificate from Systems Analysis
Read More
Certificate from Business Systems Analysis
Read More