Hannah Woodcock
Grahamvale,Vic
Summary
Insurance Account Executive with 10+ years in Customer Service, Processing Accounts, Invoicing & Banking. Extensive Experience in Insurance Broking Programs, Word, Excel & Outlook. I enjoy working in a team environment or independently.
Overview
13
13
years of professional experience
Work History
Insurance Account Manager
Community Insurance Brokers
01.2023 - Current
- Developed long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.
- Managed a diverse portfolio of accounts across various industries, demonstrating adaptability and expertise in servicing the unique insurance requirements of each client.
- Facilitated regular client reviews to discuss policy updates, changes in needs or circumstances, and any additional coverage requirements.
- Quoted, processed and finalised policies both domestic and commercial
- Maximized policy renewals by proactively reaching out to clients well in advance of expiration dates and addressing any concerns or questions.
- Boosted client satisfaction by providing exceptional customer service and addressing insurance inquiries promptly.
- Supported co-workers with their renewals and quotes.
Account Executive
PSC Insurance Brokers
10.2021 - 10.2022
- Checked documentation for accuracy and validity on updated systems.
- Carried out administrative tasks by communicating with clients
- Verified client information by analyzing existing evidence on file.
- Quoted and processed policies both domestic and commercial
- Modified, updated and processed existing policies.
- Calculated adjustments, premiums, and refunds.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Presented insurance options to customers in order to close sales on new policies.
Insurance Accounts Assistant
Asset Insurance Solutions
10.2017 - 03.2021
- Checked documentation for accuracy and validity on updated systems.
- Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
- Verified client information by analyzing existing evidence on file.
- Generated, posted and attached information to claim files.
- Quoted and processed policies both domestic and commercial
- Processed and recorded new policies and claims.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Modified, updated and processed existing policies.
- Calculated adjustments, premiums, and refunds.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Presented insurance options to customers in order to close sales on new policies.
Administrative Assistant
Streamline Supplies
02.2017 - 10.2017
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Processed invoices to facilitate on-time payment.
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
Accounts Receivable Officer
Goulburn Valley Equine Hospital
06.2014 - 02.2017
- Posted customer payments by recording cash, checks and credit card transactions.
- Summarized receivables by maintaining invoice accounts, coordinating monthly transfer to accounts receivable account, verifying totals and preparing reports.
- Monthly accounts
- Product ordering
- Admitting patients and obtaining history
- Discharging patients
- Processed incoming payments in accordance with established financial policies.
- Managed and responded to correspondence and inquiries from customers and vendors.
Travel Agent Assistant
Travelworld
07.2012 - 06.2014
- Responded to clients' questions, issues, and complaints and found appropriate solutions when needed.
- Arranged travel accommodations for groups, couples, executives and special needs clients.
- Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
- Responded to clients' questions, issues and complaints and implemented appropriate solutions.
- Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.
- Marketing & Advertising
- Banking and Account
Education
Year 10 - Year 11 -
Notre Dame Collage
SheppartonYear 7 - Year 9 -
Shepparton High School
SheppartonPrep - Grade 6 -
Kialla West Primary School
Kialla WestSkills
- Tier 1 in Insurance Broking
- Account Management
- Administrative Skills
- Customer Relationships
- Time Management
- Teamwork
- Attention to detail
Timeline
Insurance Account Manager
Community Insurance Brokers
01.2023 - Current
Account Executive
PSC Insurance Brokers
10.2021 - 10.2022
Insurance Accounts Assistant
Asset Insurance Solutions
10.2017 - 03.2021
Administrative Assistant
Streamline Supplies
02.2017 - 10.2017
Accounts Receivable Officer
Goulburn Valley Equine Hospital
06.2014 - 02.2017
Travel Agent Assistant
Travelworld
07.2012 - 06.2014
Year 10 - Year 11 -
Notre Dame Collage
Year 7 - Year 9 -
Shepparton High School
Prep - Grade 6 -
Kialla West Primary School
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