Results-driven Insurance advisor accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans. Persuasive communicator with personable style.
Overview
6
6
years of professional experience
Work History
Accident and Health Assistant Underwriter
Solution Underwriting
Melbourne, VIC
12.2023 - Current
Supported review and acceptance or denial of new or renewal business.
Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
Made approval and denial recommendations by determining accurate risk levels.
Documented underwriting decisions and provided evidence of compliance with applicable regulations.
Collaborated with other professionals to develop innovative underwriting solutions.
Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
Underwriting Technician
IAG New Zealand
Auckland, AUK
03.2023 - 10.2023
Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
Navigated multiple computer systems expertly to handle customers' sales and service needs.
Documented payment details and personal information on customer accounts.
Pleasantly greeted customers and asked open-ended questions to better determine needs.
Handled customer issues with confidence, using complex problem solving to provide effective resolution.
Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
Personal Insurance Advisor
IAG New Zealand
Auckland, AUK
05.2021 - 03.2023
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Met with customers to provide information about available products and policies.
Finalized sales and collected necessary deposits.
Conducted annual reviews of existing policies to update information.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Barista
BP Connect
Albany, Auckland
06.2018 - 03.2021
Adhered to strict food hygiene regulations, minimizing risk of contamination or illness among customers.
Optimized beverage presentation through creative garnishing techniques, elevating the visual appeal of each drink served.
Collaborated with management to plan promotional events or seasonal menu items that attracted new clientele.
Demonstrated expertise in various brewing techniques, ensuring consistent quality across all drinks served.
Education
Bachelor of Commerce - Accounting And Business Management
Mumbai University
Mumbai
Postgraduate Degree - Business/Commerce, General
Massey University
Auckland, NZ
Skills
Written and Oral Communications
Timeline
Accident and Health Assistant Underwriter
Solution Underwriting
12.2023 - Current
Underwriting Technician
IAG New Zealand
03.2023 - 10.2023
Personal Insurance Advisor
IAG New Zealand
05.2021 - 03.2023
Barista
BP Connect
06.2018 - 03.2021
Bachelor of Commerce - Accounting And Business Management
Business Development / Relationship Manager at High Street Underwriting AgencyBusiness Development / Relationship Manager at High Street Underwriting Agency