FELIX OPPONG
Shepparton,Australia
Summary
Dynamic Insurance & Risk management Account Executive with a proven track record at PSC Insurance Group, excelling in persuasive account acquisition and management. Skilled in customizing insurance products to meet client needs while delivering exceptional customer service. Adept at fostering strong relationships and driving profitability growth, ensuring clients receive tailored solutions and timely claims settlements.
Overview
19
19
years of professional experience
Work History
Account Executive
PSC Insurance Group
SHEPPARTON, VICTORIA
07.2020 - Current
- Management of own portfolio of Commercial and SME business accounts, with a particular emphasis on profitability growth.
- Providing insurance and risk improvement advice to clients in all matters affecting their insurance program needs
- Presenting recommendations and options to clients; reaching agreement and receiving instructions on their implementation
- Keeping clients fully briefed throughout the year on market trends and how they may be affected
- Maintaining regular personal and telephone contact with 'A' list clients throughout the year
- Visiting other clients on an 'as needs' basis
- Establishing and maintaining effective working relationships with the Insured and other individuals working within the Insurance market.
- Gathering underwriting information from clients obtaining renewal instructions from clients
- Negotiating terms with underwriters
- Preparing renewal documents ensuring finalisation of new policies within timeframes and attaching applicable specifications to the proposal to form part of the document
- Ensuring that the issue of policy renewal documents, invoices and collection of premiums are effected in accordance with agreed objectives
- Act on behalf of the client in the settlement of claims, in their best interests at all times
- Ensure timely and, wherever possible, favourable settlement of claims
NDIS Support Worker
Oncall Group Australia
04.2020 - 07.2020
- Developing NDIS plan for the participant's peculiar goals, needs and request
- Assisting participants with their scheduled commuting from home to the shop or supermarket for their own shopping needs
- Helping participants with their medication and various self-care tasks as prepared in their NDIS support plan
- Preparing appropriate incident reports for the line managers to act on accordingly
- Helping participant's with Active community sports as prescribed by the plan
Account Executive
Yes Insurance Group
Melbourne, Australia
06.2019 - 10.2019
- Responsible for managing the insurance needs of all assigned accounts and performing customer service duties as prescribed in the job description.
- Placing cover with appropriate underwriters
- Sourcing for competitive quotes for clients' consideration
- Issuing of underwritten policies to clients
- Issuing of Certificate of Currency for client's use
- Cross selling to clients
- Handling client's claims enquiries
- Business Development activities
- Customer service duties
- Using Winbeat and sunrise to issue out broker and underwriters policy documents
Events assistance
Abracadabra Events
Melbourne
05.2018 - 06.2019
- Driving of the company vans to set locations
- Assisting in stage set ups
- Décor and lighting
Branch Manager
Millennium Insurance Co. Ltd
, Ghana
01.2015 - 01.2016
- Company Overview: Ghana
- Responsible for all aspects of insurance and risk account management including marketing, sales support and clients relationship development
- Managing the underwriting and issuance of policy documents to individual and corporate clients
- Developing and advising management of competitive business development strategies to increase market share in the region
- Supervising all branch expenses and banking activities in line with company guidelines
- Preparing and submitting weekly/monthly operation report to General Manager operation for review and directions
- Preparing and submitting weekly premium income reports to Finance Department for their appropriate uses
- Ghana
Branch Manager
Saham Insurance Co. Ltd
, Ghana
01.2012 - 01.2015
- Company Overview: Ghana
- Branch Operational management and supervision of satellite offices within the region
- Managing all corporate and individual insurance clientele portfolio within the region and reporting developments to Managing Director
- Identifying marketing opportunities and developing strategies with the sales team to acquire prospective accounts.
- Ensuring all valued books are appropriately accounted for
- Training and supervising at least 15 Agents of the company and addressing their concerns timely
- Keeping records of premium returns and banking all revenues accordingly with company's guidelines
- Ghana
Area Manager
KEK Insurance Brokers Ltd
, Ghana
01.2007 - 01.2012
- Company Overview: Ghana
- Managing the area interest of the firm including two other branches under my supervision
- Discussing and assessing client's current and future insurance needs and recommending appropriate policies for the financial year.
- Sourcing quotations form accredited insurers considering the insurance needs of prospective clients
- Examining and vetting all insurance documents received on behalf of clients before dispatch
- Supervising all prospecting activities in the region and other regions under my supervision
- Providing recruitment, hiring and training to junior officers
- Ghana
Education
Diploma level -
Chartered Institute of Insurance
UK09.2025
Diploma - Leadership and Management
Royal Greenhill Institute of Technology
Tasmania02.2021
Some College (No Degree) - Certified Insurance Professional
Australian New Zealand Institute of Insurance And Finance
Melbourne, VIC08-2018
Diploma of Project Management -
Central Melbourne Institute
Melbourne, Victoria, Australia09.2017
Master of Business Administration - Finance
University of Science and Technology
Ghana08.2012
Bachelor of Science - Administration (Insurance)
University of Ghana
Ghana07.2005
Skills
- Persuasive account acquisition and management skill
- Insurance Auditing and Executive summary skills
- Customizing insurance products to meet needs of clients
- Model Leadership skill
- Prospecting and organizing skills
- Computer savvy
- Excellent customer service and relationship skills
References
- Kerrie De Palma, PSC Insurance Group, Shepparton, VIC, 3630, Australia, 0439 550 362, 0358202717
- Dr. Desmond Ayentumi, Senior Lecturer, University of Tasmania, Hobart, Australia, 0424 715 414
Training And Achievements
- 01/01/21, Australia SME Insurance Index - Conducted by Vero Insurance Pty Ltd
- 01/01/19, Workplace injuries: Legal Liability-Training conducted by ANZIIF
- 01/01/18, Senior Associate, Certified Insurance Professional, ANZIIF, Australia
- 01/01/18, Understanding the Fair Insurance Code, Australia and New Zealand Perspective-ANZIIF
- 01/01/16, IELTS Band score of 7.5
- 01/01/14, For second year running, the best performing branch head
- 01/01/13, Adjudged the best performing branch at the year ending performance review strategic retreat at Colina (GH) Head Office
- 01/01/12, Adjudged the best Insurance Company (Brokerage Diversion) by the Ashanti Financial Excellence Awards
- 01/01/11, Adjudged the overall best performed unit at KEK in terms of budget achievement
- 01/01/13, Student Member; Ghana Insurance College
- 01/01/13, Student Member: Chartered Institute of Insurers, UK. Diploma
- 10/01/09, Customer service training, Legacy & Legacy
- 07/01/09, Reinsurance Course, Fiesta Royal Hotel, tutored by John Boustead, KEK Reinsurance
- 05/01/06, Foundation Course in Insurance at National Insurance Commission
- 03/01/06, Gemini Life Insurance Company Personal Insurance Advisory Team (GLICO PIA's) Development Programme (NIC)
- 10/01/05, Organising secretary of the GLICO Personal Insurance Advisory Team
- 01/01/04, Akuafo Hall senatorial board member, University of Ghana
- 01/01/00, PRESEC Business Students Union member
- 01/01/97, Cooperative Society President, Christ Mission School
Activities
- Passionate about developing business development strategies to acquire vital accounts
- Attending seminars and conferences to keep up to date with relevant industry happenings
- Organising cocktail nights for existing and prospective clients and accounts managers to interact with one another to foster close business relations
- Maintaining membership with accredited industry associations
- Developing promotional strategies and activities to promote company brand and product to the insuring public
Affiliations
- Urban Gardening
- Cycling
- Hiking
- Walking
- Playing Table Tennis
Timeline
Account Executive
PSC Insurance Group
07.2020 - Current
NDIS Support Worker
Oncall Group Australia
04.2020 - 07.2020
Account Executive
Yes Insurance Group
06.2019 - 10.2019
Events assistance
Abracadabra Events
05.2018 - 06.2019
Branch Manager
Millennium Insurance Co. Ltd
01.2015 - 01.2016
Branch Manager
Saham Insurance Co. Ltd
01.2012 - 01.2015
Area Manager
KEK Insurance Brokers Ltd
01.2007 - 01.2012
Diploma level -
Chartered Institute of Insurance
Diploma - Leadership and Management
Royal Greenhill Institute of Technology
Some College (No Degree) - Certified Insurance Professional
Australian New Zealand Institute of Insurance And Finance
Diploma of Project Management -
Central Melbourne Institute
Master of Business Administration - Finance
University of Science and Technology
Bachelor of Science - Administration (Insurance)
University of Ghana