Danielle Austin

● Production of all customer portfolio review documentation and reports.

● Production of all customer risk management review documentation & reports.

● Regularly update and maintain customer, insurance and investment information in the customer management system.

● Co-ordinate all customer correspondence for marketing purposes.

● Implementation of all changes to insurance benefits or coverage, including all Life Company and medical/financial follow-ups. This includes completing forms where necessary.

● Co-ordination of all claims correspondence and life office follow-up of all claims.

● Assist with all customer enquiries, in-line with the company’s service offer. This may include delegating the customer inquiry to the most appropriate staff member, and it does not include the provision of advice to customers.

● Contribute towards the maintenance of existing customer relationships with the company; in-line with the company service process and ensure maximum customer retention is achieved.

● Assist with Centrelink and other customer forms as required

● Produce and mail client review invitations as needed.

● Send monthly commission reports to the appropriate department

● Track incoming revenue

● Assist with statutory requirements to facilitate land acquisitions for the purpose of asset management and disposals of land directly relating to Land and Property Services department

● Prepare documentation for execution and registration ensuring compliance with relevant Acts, policies, and Landgate principles.

● Assist in the preparation of Council Agenda items and administer elements related to Council agenda items within property services area.

● Routinely undertake property inspections to ensure compliance with lease terms and requirements.

● Ensure all land and leasing matters are undertaken in accordance with relevant statutory procedures and requirements and that appropriate records are maintained to demonstrate compliance and meet business objective.

● Maintain the City’s personnel security access card program, scheduled alarm variations, and duress pendants.

● Provide professional and effective communication to general enquiries relating to City property and leasing.

● Ensure contractor safety documentation is obtained and recorded in accordance with legislation, City policies and procedures.

● Undertake other relevant duties as required, consistent with skills, competence and training.