Ivan KIBET
Melbourne
Summary
Personable candidate committed to helping clients meet their insurance goals. Extensive experience developing and implementing insurance strategies tailored to clients' individual needs and objectives. Passionate about providing sound advice and helping clients succeed.
Well-versed in authoring reports and developing recommendations to benefit the institution.
A strong team player that effectively maintains productive working relationships with co-workers, supervisors, and clients.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Results - driven candidate exceptional time management and multi-tasking various responsibilities simultaneously. Bringing forth knowledge and seasoned experience of insurance policies offered by VMIA.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Claims Triage Coordinator
Victoria Managed Insurance Authority
02.2024 - Current
- Assisted clients via telephone and emails according to established guidelines and protocols, advising on claim lodgment and claimable events.
- Relayed triage information and facilitated communication between clients and legal panel concerning Medical Indemnity matters.
- Monitored and actioned claim specialists emails across the Liability, Medical Indemnity and Property Portfolios.
- Supported claim specialists through assorting settlement data for resolved claims.
- Assisted with extracting critical data insights for the Nervous Shock deep dive conducted by the Harm Prevention team.
- Accompanied claim specialists to court trials and mediations to observe the practical functioning of insurance products.
- Coordinated cross-functional efforts between various portfolios during large-scale data rectification tasks.
- Improved customer satisfaction by efficiently addressing inquiries and resolving disputes.
Client Advisor
VMIA
06.2023 - 02.2024
- Carried out administrative tasks such as handling policy renewals, maintaining records and reconciling insurance payments.
- Responded to customer inquiries, providing detailed explanations of insurance policies and claims processes.
- Utilized excellent analytical and problem-solving skills to quickly and accurately assess insurance queries by clients for potential claimable events.
- Liaised with and refer matters to other VMIA staff as required to ensure the best possible outcomes for client enquiries.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Assisted in onboarding of new claims by clients to familiarize with company procedures, policies and processes.
- Explained complex insurance policies and procedures to customers in a clear and concise manner.
- Maintained relevant client and policy records in our systems, including adding new or removing exiting clients, documenting endorsements, changes to assets.
- Developed and maintained strong relationships with both clients and VMIA staff to maximize satisfaction.
- Complied with established internal controls and policies.
- Maintained client and policy records in our systems, including adding new or removing exiting clients, documenting endorsements, changes to assets.
Personal Banking Advisor
Westpac Group
09.2021 - 06.2023
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Appraised personal and real properties to determine correct levels of coverage for each policy.
Provided quotes and promoted products for building, contents and vehicle insurance. - Provided advice on different bank products and financial options.
- Evaluated client financial positions and identified most appropriate banking products.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Assisted with obtaining personal information of clients and prepared paperwork in a timely and efficient manner.
- Developed tailored solutions to meet individual banking needs.
- Helped clients protect assets through variety of strategies.
- Consulted on business packages and made personalized recommendations.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Located and pre-qualified customers for mortgages.
- Referred clients to in-house financial experts as needed.
- Worked to ensure the confidentiality and privacy of clients.
- Prospected for new business through networking, community outreach and customer referral generation.
- Represented bank at community events to establish strong ties and promote business.
- Managed portfolio of accounts and monitored for issues in need of attention.
Legal Assistant Intern
New Edge Law
08.2021 - 09.2021
- Prepared and reviewed contracts and other legal documents following applicable regulations.
- Performed legal and general research, drafting memoranda and correspondence.
- Analyzed and applied legal principles and performed legal research to support litigation strategy.
- Negotiated with opposing groups or individuals to reach resolutions, avoid litigation and accomplish goals of clients.
- Examined, researched and interpreted laws related to Banking and Commercial industries.
- Conferred with clients and other involved parties to gather and track case information.
- Conducted due diligence investigations and reporting to present legal opinions for commercial clients.
- Gained valuable insight into regulations and policies associated with Commercial law.
- Reviewed legal information and proofed documentation for errors.
- Organized legal filing system to maximize efficiency.
- Prepared written correspondence for attorneys.
- Created highly researched and articulate legal paperwork such as pleadings, contracts and briefs.
- Adhered to privacy laws to avert possible information breaches and protect client data.
- Drafted correspondence and affidavit documentation and disseminated materials to appropriate parties.
- Worked closely with legal, sales and management departments.
- Assisted with client interviews and took meticulous notes for inclusion in reports.
Customer Service Attendant
Crown Melbourne
09.2017 - Current
- Provided primary customer support to internal and external customers in fast-paced environment.
- Offered advice and assistance to clients, paying attention to special needs or wants.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
- Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
- Cultivated customer loyalty, promoted repeat customers and improved sales.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
- Conferred with customers about concerns with products or services to resolve problems and drive sales.
- Logged call information and solutions provided into computer database.
- Defused customer concerns with exceptional conflict and problem resolution skills.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and effective solutions.
- Achieved long-term business objectives by analyzing customer feedback for process improvements.
Education
Graduate Certificate - Legal Practicing Certificate
Victorian Legal Admission Board
Melbourne, VIC10.2022
Graduate Diploma - Practical Legal Training (PLT)
Leo Cussen Centre For Law
Melbourne08.2022
General Compliance - Tier 2 Compliance Solution – RG146 Accreditation
Kaplan Financial & Insurance Institution
Victoria03.2022
Bachelor of Law LLB - Law
Victoria University
Melbourne, VIC11.2021
Skills
- Comprehensive knowledge of Insurance products
- Proficient verbal and written communication
- Client relationship management
- Policy interpretation and procedures
- Analytical and critical Thinking
- Adept in triage and collaboration
- Experienced telephone etiquette
- Experience in underwriting and policy adjustments
Affiliations
- Rotary International
- Lions Club
Certification
- Victorian Legal Practicing Certificte
- Licensed Insurance Product Advisor
- Certified General Financial Advisor
Timeline
Claims Triage Coordinator
Victoria Managed Insurance Authority
02.2024 - Current
Client Advisor
VMIA
06.2023 - 02.2024
Personal Banking Advisor
Westpac Group
09.2021 - 06.2023
Legal Assistant Intern
New Edge Law
08.2021 - 09.2021
Customer Service Attendant
Crown Melbourne
09.2017 - Current
Graduate Certificate - Legal Practicing Certificate
Victorian Legal Admission Board
Graduate Diploma - Practical Legal Training (PLT)
Leo Cussen Centre For Law
General Compliance - Tier 2 Compliance Solution – RG146 Accreditation
Kaplan Financial & Insurance Institution
Bachelor of Law LLB - Law
Victoria University
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