Emmy Lako
Runcorn
Summary
Professional with strong expertise in admin and brokerage support, prepared to drive results by leveraging skills in client communication, document management, and transaction coordination. Proven track record of facilitating seamless operations and enhancing team efficiency. Known for adaptability and reliability in dynamic environments, consistently contributing to collaborative success. Highly organized, detail-focused, and skilled in financial analysis, maintaining compliance, and providing exceptional administrative support.
Overview
8
8
years of professional experience
Work History
Broker Assistant
Austcover Insurance Brokers
05.2021 - Current
- Streamlined communication between brokers and clients, maintaining organized records of correspondence for easy reference.
- Facilitated seamless transition of accounts during broker changes by effectively coordinating with both internal teams and clients.
- Contributed to increased client retention by consistently providing exceptional customer service and support.
- Assisted with market research to identify new investment opportunities, helping brokers make informed recommendations to clients.
- Processed and verified all new account applications and documents.
- Resolved issues related to account discrepancies or disputes efficiently while maintaining excellent client relations.
- Collaborated with various departments within the brokerage firm to ensure seamless service delivery for clients.
- Arranged for inspections and surveys of business properties.
- Completed training programs to remain updated and further develop proficiency of important industry information.
Reception/Administrative Assistant
Southside Sports Club
03.2018 - 05.2021
- Performed cash handling duties, provided change and balanced money at end of shift.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Customer Service
Telstra
07.2017 - 03.2018
- Supported customer service, providing informational resources regarding promotions and sales.
- Accurately handled cash register transactions while providing excellent customer service.
- Managed high call volume while maintaining exceptional customer service standards.
- Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
- Utilized CRM tools to track customer interactions and sales, enhancing effectiveness of follow-up communications.
Education
Certificate IV - Business Management
TAFE
Tier 2 General Insurance Broking -
LMI College
Bachelor of Business - Marketing
Griffith University
01-2026
Skills
- Office & Excel Software Proficiency
- Data entry proficiency
- Appointment scheduling
- Compliance adherence
- Sales strategy development
- Portfolio management
- Marketing expertise
- Contract preparation
- Business relationship building
- Negotiation expertise
- Teamwork and collaboration
Accomplishments
- Collaborated with a team of 6 in the development of creating events for young professionals within the financial industries to be able to learn and network.
Additional
Young Professionals Committee Member for the National Insurance Brokers Association (NIBA)
Languages
Arabic
Timeline
Broker Assistant
Austcover Insurance Brokers
05.2021 - Current
Reception/Administrative Assistant
Southside Sports Club
03.2018 - 05.2021
Customer Service
Telstra
07.2017 - 03.2018
Tier 2 General Insurance Broking -
LMI College
Certificate IV - Business Management
TAFE
Bachelor of Business - Marketing
Griffith University
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