Provide high level support to Clearview’s top 20 advisers to preserve and grow relationships
Manage the storage and allocation of work from the Adviser Support, Care & Quotes teams inboxes based upon agent skillset to provide best possible assistance for tasks to be completed inside SLA
Identify & prioritise tasks for completion
Follow risk & best business practices to ensure any risk to Clearview is kept to a minimum
Prepare quotes for advisers and clients
Identify potential risks and breaches and report accordingly
Be flexible to support my colleagues and take on additional work to support others
Identify areas to improve & streamline processes between different departments
Manage the escalation process for various teams to prioritise identifying correction of errors and completion of tasks to keep external relationships with Clearview strong
Be able to liaise with all department and key personnel to ensure completion of tasks in a timely manner
Provide product support & knowledge of process to BDM’s & BDA’s
Provide feedback and support to colleagues in a professional manner
Work independently and be self-sufficient as well as being a collaborative team player
Ensure business and client expectations are met and provide best possible outcomes
PDL & Contingency Collections
Baycorp
07.2015 - 12.2019
Work within the Debt Collection Guidelines
Work towards cash targets as well as performance KPI’s
Prioritise daily workflow to ensure KPI’s are met
Skip Tracing
Ensure business and client expectations are met
Assess customers for financial hardship
Liaise with external clients and internal departments for account resolution
Handle sensitive information
Negotiate for debts to be paid in full, settled or paid off by arrangement
Work in a team environment
Be upbeat and display a positive attitude and motivate others
Review accounts daily and allocate to agents where required
Communicate with customers via email and phone
Collections & Customer Service
GE Money
04.2009 - 06.2015
Handle incoming customer enquiries via phone
Make outbound calls to follow-up on debts
Monitor KPI’s to ensure all daily tasks are completed
Stay up to date with all company and legislative changes for debt collection
Collections for motor loans debt and credit card debt
Liaise with different parts of the business to provide best possible outcomes
Provide prompt and courteous customer service
Handle sensitive information
Calculate figures for contract payouts and outstanding amounts
Work in a team environment
Be upbeat and display a positive attitude and motivate others
Run the social committee and plan events and raise funds
Set and work to my own goals as well of those of the business
Provide one call resolution for customers
Identify customer’s needs and tailor a suitable outcome for customer and business
Handle accounts that have undergone legal action
Work various campaigns based on customer’s specific requests
Deal with third parties and operate within the Privacy Act
Work across multiple operating systems for many varying products
Senior member of Sales & Retentions Department
ADT Security
11.2004 - 03.2009
Handle incoming customer enquiries via phone and written correspondence
Make outbound calls to resolve customer issues and enquiries
Monitor KPI’s to ensure all daily tasks are completed
Allocate customer accounts to fellow representatives
Establish account details for new clients and sign them to contracts
Distribute sales leads to field representatives for customer quotations
Dispatch written confirmation to customers for all sales
Provide technical assistance to customers when required
Calculate figures for contract payouts and outstanding amounts
Ascertain customer’s new address details to generate new business
Provide information to existing and potential customer about the equipment and services that ADT provides
Sell the benefits of alarm monitoring to existing clients and sign them to new contracts
Retain customers through discounts and dispute resolution
Resolve customer’s disputes and concerns with ADT’s service or equipment
Telesales operator for AAPT Smartchat launch
AAPT/Salesforce
06.2004 - 10.2004
Make outbound calls through company database and explain the features and benefits of AAPT
Sell the benefits of AAPT and sign the people onto new contracts with AAPT
Direct sales and installations for Foxtel Digital launch
Foxtel/Salesforce
12.2003 - 05.2004
Act as a direct face-to-face representative for Foxtel Australia
Demonstrate the benefits and features of Foxtel Digital
Sell the benefits of Foxtel Digital and sign the customer to a contract
Co-ordinate an installation time for the customer
Complete physical installation of Digital equipment for existing analogue customer upgrading to the new Digital service
Kirby Vacuum Cleaners
10.2003 - 12.2003
Display and demonstrate the features and benefits of the Kirby vacuum cleaner
Sell the machine as either an upfront cash/cheque payment or arrange finance for the customer
HMV Penrith
02.2003 - 09.2003
Assist customers within store enquiries
Maintain stock levels
Search database to place orders for customers
Cash handling
Promote both weekly and monthly specials and attractions
The Keg Restaurant
03.2002 - 01.2003
Ensure the customer enjoyed their time at the restaurant
Cash handling
Take customer orders and deliver their meal
Handle any customer complaints or questions and provide a satisfactory resolution
Coles Supermarkets
02.1998 - 12.2002
Assist customers with any in store product enquiries
Cash handling
Maintain stock levels
Ensure store was well presented
Unload and store deliveries in both storeroom and cool room
Education
Certificate 3 -
Financial Services
01.2016
Certificate 3 -
Communications
01.2005
Certificate 2 -
Retail Operations
01.1999
High School Certificate -
McCarthy Senior Catholic High School
01.1997
School Certificate -
St Dominic’s College
01.1995
Skills
Leadership
Customer focus
Result driven
Empathy
Ability to work to targets
Ability to resolve conflict and disputes
Ability to set my own goals and achieve them
References
James Brady, 0424273139
Josh Bartley, Clearview, 0416447521
Phil Hancock, Baycorp, 0435481366
Michael Vu, GE Money Parramatta, 0415521629
Kelli Hickmott, GE Money Buranda, 0409481626
Robert Burton, ADT Security, 0435734068
Josh Wood-Rich, AAPT/Salesforce, 0438355447
Torben Rolsten, Foxtel/Salesforce, 0413139159
Dale Price, DDT Couriers, 0414510557
James Fryer, Keg Restaurant, 0413048559
David Ward, HMV Penrith, 0414554586
Timeline
Adviser Support & Care Team
Clearview Insurance
01.2020 - Current
PDL & Contingency Collections
Baycorp
07.2015 - 12.2019
Collections & Customer Service
GE Money
04.2009 - 06.2015
Senior member of Sales & Retentions Department
ADT Security
11.2004 - 03.2009
Telesales operator for AAPT Smartchat launch
AAPT/Salesforce
06.2004 - 10.2004
Direct sales and installations for Foxtel Digital launch