Live Music, Surfing, Golf, Fitness
Professional athlete with 7 year of experience competing at the highest level, demonstrating exceptional discipline, teamwork, and leadership abilities. Proven adaptability and strategic thinking, both on and off the field. Complementing this athletic background, I bring practical experience from the insurance sector, where I honed skills in client communication, policy analysis, and market research. Eager to leverage this diverse skill set to embark on new challenges and contribute effectively as a salesperson.
As an Insurance Assistant, I am adept at managing and enhancing client relationships to ensure their insurance needs are addressed. My responsibilities include regular communication with existing clients, efficiently scheduling them for review meetings to confirm that their coverage aligns with their current requirements.
My proactive approach helps in securing new business through effective outreach and engagement strategies, contributing to our client base growth.
I actively participate in client meetings, where I assist in the coordination and execution of necessary follow-ups and the preparation of detailed Statements of Advice. My role ensures that all client interactions are handled with meticulous attention to detail and adherence to regulatory standards, supporting the advisory team in delivering exceptional service. My organizational skills and commitment to client satisfaction are vital in driving the efficiency and effectiveness of our insurance services.
My role at the company was as a settlements officer in the accounts department. This role entailed:
Client Communication
Live Music, Surfing, Golf, Fitness