Experienced Dispute Resolution & Quality Assurance Specialist with over 4 years of experience in Financial Services. Excellent reputation for resolving problems and improving customer satisfaction. I am an organized and dependable candidate that is successful at managing multiple priorities with a positive attitude. I have a willingness to take on added responsibilities to meet team goals as required.
Responsible for handling customer complaints of varying complexities
Involved in Implementing Zendesk Project within the Complaints Function
Involved in End-End Mandatory Breach Reporting Obligations
Involved in drafting responses for APRA, LCCC, CGC & ASIC as required by the business
Involved in presenting Monthly Insurance Complaints reports presented at ERMC
Involved in analyzing Complaints related data to ensure regulatory obligations under GICOP, LICOP & RG
271 are being met
Involved in Automating regulatory obligations as required by RG
271 through Project Work for the new Workflow Management System
Involved in Creating Policies and Procedures relevant to the Insurance & Complaints Business function
Responsible for supervisory duties in reviewing and approving complaints and claims as required
Responsible for identifying gaps in workflow and raising systemic risks as identified
Responsible for managing complaints at IDR Stage & EDR Stage
Responsible for training and upskilling new Case Managers within the Insurance Complaints space
Responsible for managing quality of frontline staff in Insurance Operations by call monitoring when complaints are raised
Responsible for presenting data reports for complaints in the Insurance space that are communicated to the business
Responsible for developing strategies to empower frontline staff and reduce overall complaint volume
Identifying differing levels of risk to the organization and communicating to Line 1 & 2 Risk teams for Line of Sight
Managing a pipeline of Complaints within acceptable performance standards
Assessing and minimizing Business Risk through complaint deep dives and engaging with various teams in operations to identify widespread issues
Managing Stakeholder interests and creating strong relationships with various Business Units and Customers
Identify complaints related to activities that cause consumer harm and escalate for further investigation
Undertake complaints management process per legal, risk and compliance requirements
Manage the investigation and response of customers’ verbal and written complaints aligned to business and customer needs
Create accurate recording and maintenance of customer information relevant to the resolution of complaints
Implementing process improvement plans to minimize Business Risk with leadership.
Increased customer satisfaction by resolving Complex Claims issues.
Onboarded new Hires into Zendesk and providing regular upskilling sessions managed by Team Managers.
Customer Relationship Specialist
Latitude Financial Services
Melbourne, Victoria
04.2020 - 03.2021
Responsible for handling customer complaints of varying complexities
Managing a pipeline of Complaints within acceptable performance standards
Assessing and minimizing Business Risk
Managing Stakeholder interests and creating strong relationships with various Business Units and Customers
Responsible for handling credit card, fraud and Personal Loans complaints of varying complexities
Identify complaints that relate to activities that cause consumer harm and escalate for further investigation
Undertake complaints management process in accordance with legal, risk and compliance requirements
Manage the investigation and response of customer’s verbal and written complaints aligned to both business and customer needs
Create accurate recording and maintenance of customer information relevant to the resolution of complaints
Implementing process improvement plans to minimize Business Risk with leadership.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Provided primary customer support to internal and external customers.
Worked cross-functionally with various members of Risk, Sales, Insurance & Fraud departments.
Cultivated customer loyalty, promoted repeat business and improved engagement with Latitude.
Fraud Prevention Agent
Latitude Financial Services
Melbourne, Victoria
02.2019 - 04.2020
Responsible for reviewing accounts regularly and monitoring fraud/not fraud trends
Assisted Leadership in process improvement in how we communicate to external stakeholders
Assisted leadership in designing process improvement practices in combatting Bin attack fraud
Minimizing losses faced by the company when spotting fraud trends through analysis of cases
Managing Stakeholder Interest by creating innovative solutions to fraud trends
Responsible for maintaining daily fraud strategies placed by leadership and regularly exceed targets set by the department
Being promoted as having a strong Customer Experience background by receiving positive responses from victims of fraud
Responsible for communicating with external third-party stakeholder in determining fraud
Reduced the fraud risk in the organization by assisting internal fraud analysts determine fraud trends
Assisting leadership in better understanding fraud trends through scenario and trend analysis
Cross-functional assistance between Customer Service and Fraud through referrals.
Customer Specialist
Latitude Financial Services
Melbourne, Victoria
02.2018 - 02.2019
Attend to customer call queries
Assist customers in resolving queries and complaints
Service to sales conversion and subsequently sell linked products, as per opportunity
Ensuring that customer satisfaction is maintained as priority based on the Organization’s Mission Statement – Customer Obsession, resulting in positive Net Promoter Score (NPS)
Assisting leadership in step up duties when required
Providing Backoffice assistance through return mail management
Creating strategies with leadership to increase team wide NPS.
Assessed and offered solutions to improve procedures and customer experiences.
Verified accuracy of customer account information and updated when necessary.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Requested escalation for unresolved issues.
Responded to customer inquiries via phone, email, and web-based platforms.
Evaluated account and service histories to identify trends, using data to mitigate future issues.
Offered advice and assistance to customers, paying attention to special needs or wants.
Sales Assistant
Video Ezy Rowville
Melbourne, Victoria
01.2012 - 09.2014
My skills were not limited to Cash Handling and Stock Management
I have other inclusive skills such as handling Customer Complaints, fulfilling Customer Needs for example tailoring my recommendation to customers based on their previous DVD purchases
Assisting customers with any problems they may have with the DVD’s they have purchased or rentals
Acting as a first level support on behalf of Video Ezy by triaging potential issues and escalating to my Manager, if the situation eventuated
Working with the Manager to identify opportunities of cost savings, for example, ensuring that the Manager chose other online options of purchasing DVD’s
Working with the Manager to identify strategies of increasing sale of old DVD’s
Making calls to customers who had outstanding bills to pay to Video Ezy.
Helped customers locate products and checked store system for merchandise at other sites.
Supported loss prevention goals by monitoring shopper behavior.
Maintained records related to sales, returns and inventory availability.
Assisted customers with prompt and polite support in-person and via telephone.
Coached new sales staff on store policies and strategies for increasing revenue.
Education
Bachelor of Arts - Criminology
Deakin University
221 Burwood Hwy, Burwood VIC 3125
01.2014 - 11.2018
Bachelor of Commerce - Accounting And Business Management