Summary
Overview
Work History
Skills
Timeline
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Chloe Lloyd

Moffat Beach,QLD

Summary

Dynamic professional with a proven track record at Youi Insurance, excelling in risk management and negotiation. Skilled in analytical thinking and relationship building, I consistently met targets and maintained 100% compliance. My expertise in decision-making and conflict resolution has driven successful outcomes in high-pressure environments and has led to a well developed portfolio.

Overview

3
3
years of professional experience

Work History

TPI Settlement Advisor

Youi Insurance
11.2024 - Current
  • Managed risk effectively by closely monitoring my portfolio and making timely decisions on settlement and offers
  • Consistently met targets and shown initiative on files
  • Developed skills in over the phone negotiation and rapport building with third party insurer's and third party direct
  • Have trained multiple new advisors in the role and shown an in depth understanding of process
  • Have consistently maintained 100% compliance
  • Become experienced with the Youi claims system

Sales Advisor

Youi Insurance
01.2023 - 11.2024
  • Assisted customers with product inquiries and service requests.
  • Developed understanding of product features and the PDS to enhance customer interactions.
  • Engaged in training sessions to improve sales techniques and customer service skills.
  • Increased sales by establishing rapport with customers and identifying their needs.
  • Exceeded sales targets consistently through effective product demonstrations and persuasive communication skills.

Skills

  • Analytical thinking
  • Prioritization and scheduling
  • Critical thinking
  • Written communication
  • Relationship building
  • Decision-making
  • Conflict resolution

Timeline

TPI Settlement Advisor

Youi Insurance
11.2024 - Current

Sales Advisor

Youi Insurance
01.2023 - 11.2024

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Chloe Lloyd