Enthusiastic and hard-working individual who is eager to develop new skills within the Finance and Investment sectors. Analytical and critical thinker with excellent judgment and attention to detail. Strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic with ability to perform effectively independently or within team environments. Acknowledged and commended by peers for being an approachable, hard-working and valued team member.
Work History
Customer Engagement Specialist/ IPMM Team Member
5 Years 3 Months
Resolution Life | 08.2021 - Current
Involved with the Investment performance monitoring and management team for 3 months to help with daily tasks.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Exhibited high energy and professionalism when dealing with clients and staff.
Exceeded customer call guidelines for service levels, handle time and productivity.
Maintained compliance with company policies, objectives and communication goals.
Trained in the company's Superannuation, Investment and Annuity products.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Worked with management team to implement proper division of responsibilities.
Maximized performance by monitoring daily activities and mentoring team members.
Customer Service Agent
2 Months
Acquire BPO | 07.2021 - 09.2021
Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Answered over 35 calls per shift to meet fast-paced call center demands.
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Exhibited high energy and professionalism when dealing with all levels of clients and staff.
Sous Chef
10 Months
Sonder Bar | 10.2020 - 08.2021
Collaborated with vendors to source desired recipe ingredients while maintaining tight cost controls.
Mentored more than six kitchen staff at all levels to prepare each for demanding roles.
Planned and directed high-volume food preparation in fast-paced environment.
Disciplined and dedicated to meeting high-quality standards.
Established and updated staff schedules and assignments to optimize coverage of peak times.
Increased kitchen revenue by 400% by following standard and collaborating with the Head Chef
Chef De Partie
2 Years 9 Months
Radio Mexico | 06.2017 - 03.2020
Proved successful working within tight deadlines and fast-paced atmosphere.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Maintained energy and enthusiasm in fast-paced environment.
Education
Certificate - Capital Markets And Securities Analyst
Corporate Finance Institute | Online
Current
Certificate - Regulatory Guide 146
Monarch Insitute | Online | 02.2023
Bachelor's of Audio Engineering - Sound Production
JMC Academy | South Melbourne | 11.2020
Skills
Troubleshooting
Data management
Critical thinking
Verbal and written communication
Microsoft Office
Detail-oriented
Excellent work ethic
Teambuilding
Multitasking Abilities
Organization and Time Management
Team managment
Hobbies
In my free time, I enjoy socialising with friends and family, training in Mixed Martial Arts, attending music events, snowboarding, hiking and actively developing new skills.
Timeline
Customer Engagement Specialist/ IPMM Team Member
Resolution Life
08.2021 - CurrentRead More
Customer Service Agent
Acquire BPO
07.2021 - 09.2021Read More
Sous Chef
Sonder Bar
10.2020 - 08.2021Read More
Chef De Partie
Radio Mexico
06.2017 - 03.2020Read More
Corporate Finance Institute
Certificate from Capital Markets And Securities Analyst
Read More
Monarch Insitute
Certificate from Regulatory Guide 146
Read More
JMC Academy
Bachelor's of Audio Engineering from Sound Production
<ul><li>Oversaw all operational functions during the successful amalgamation of two legacy mutual insurers into a single, unified organization. Reported directly to the CEO and played a key leadership role in aligning people, processes, and performance with long-term strategic goals.</li><li>Led the full operational transformation of Salus Mutual, uniting teams and systems from two legacy organizations under a cohesive structure with shared goals and culture.</li><li>Redesigned leadership accountabilities and implemented new KPI and SLA frameworks, enabling stronger performance management and outcome tracking.</li><li>Built internal capacity in key operational areas, reducing reliance on external consultants and establishing a culture of ownership, capability, and continuous improvement.</li><li>Established an Operations function to support Claims, Underwriting, and Sales, delivering enterprise-wide value through data insights, process improvements, project delivery, and enhanced customer service.</li><li>Collaborated closely with the Senior Leadership Team and Board of Directors to co-develop and launch the organization’s first corporate strategy post-amalgamation.</li><li>Held P&L responsibility for $45M in Gross Written Premium, with a strong focus on operational efficiency and strategic growth.</li><li>Delivered key strategic outcomes, including: First-ever member rebate in company history, First employee engagement survey, achieving a 75% engagement score, 3% reduction in expense ratio through operational efficiencies and cost control.</li></ul> at Salus Mutual Insurance Company<ul><li>Oversaw all operational functions during the successful amalgamation of two legacy mutual insurers into a single, unified organization. Reported directly to the CEO and played a key leadership role in aligning people, processes, and performance with long-term strategic goals.</li><li>Led the full operational transformation of Salus Mutual, uniting teams and systems from two legacy organizations under a cohesive structure with shared goals and culture.</li><li>Redesigned leadership accountabilities and implemented new KPI and SLA frameworks, enabling stronger performance management and outcome tracking.</li><li>Built internal capacity in key operational areas, reducing reliance on external consultants and establishing a culture of ownership, capability, and continuous improvement.</li><li>Established an Operations function to support Claims, Underwriting, and Sales, delivering enterprise-wide value through data insights, process improvements, project delivery, and enhanced customer service.</li><li>Collaborated closely with the Senior Leadership Team and Board of Directors to co-develop and launch the organization’s first corporate strategy post-amalgamation.</li><li>Held P&L responsibility for $45M in Gross Written Premium, with a strong focus on operational efficiency and strategic growth.</li><li>Delivered key strategic outcomes, including: First-ever member rebate in company history, First employee engagement survey, achieving a 75% engagement score, 3% reduction in expense ratio through operational efficiencies and cost control.</li></ul> at Salus Mutual Insurance Company