Jacob Prindiville
Perth,WA
Summary
Passionate Client Manager dedicated to team contribution by performing administrative and client support duties associated with maintaining accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing services across multiple products, including P&C, Financial Lines, Heavy Transport & Marine, Commercial and Domestic Insurance. Resolving any emerging problems clients might face with accuracy and efficiency. A track record of cultivating customer loyalty and retention. Accustomed to working in fast-paced environments with decisive problem-solving skills and competency in defusing high-pressure situations. Superb analytical skills leveraged to proactively improve client service processes.
Overview
11
11
years of professional experience
Work History
Client Manager
BMS Risk Solutions Pty Ltd
10.2023 - Current
- Operating within the Corporate Division, managing renewals and placements, monitoring and servicing claims, contract reviews, and providing day-to-day service and advice.
- Simultaneously managing my own diverse portfolio of SME clients, ensuring optimal results by tailoring strategies to individual needs.
- Provided comprehensive renewal reports, quotation slips, and client needs analysis.
- Developed strong relationships with clients through regular communication and personalized service.
- Enhanced client satisfaction by effectively addressing concerns and resolving issues in a timely manner.
- Trained new employees on company policies, procedures, and best practices, ensuring seamless integration into the team dynamic.
- Implemented new processes to streamline workflow and improve overall efficiency within the team.
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
Account Executive
Western United Financial Services Pty Ltd
11.2018 - 10.2023
- Note: Western United Financial Services Pty Ltd was acquired by BMS Risk Solutions Pty Ltd in October 2023.
- In the process of the acquisition, I received a promotion from Account Executive to Client Manager.
- Operating as an account executive within the Corporate Division, managing renewals and placements, monitoring and servicing claims, contract reviews and providing day-to-day service and advice.
- Simultaneously managed my own diverse portfolio of SME clients, ensuring optimal results by tailoring strategies to individual needs.
- In addition to my above skillset and responsibilities as Client Manager, this role included the following:
- Exceeded sales targets consistently by identifying new business opportunities.
- Negotiated contracts successfully, securing favourable terms for both the company and clients.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
Restaurant Manager
Mullaloo Beach Hotel
02.2016 - 11.2018
- Managed daily operations to ensure a high level of efficiency, consistency, and quality in both food and service.
- Enhanced guest experience by regularly reviewing feedback and implementing necessary improvements.
- Oversaw inventory management processes to minimize waste and maintain optimal stock levels for seamless operation.
- Promoted a positive work environment with proactive conflict resolution strategies and team-building activities.
- Optimized labor costs by closely monitoring schedules, adjusting staffing levels according to business needs, and employing cross-training strategies.
- Carefully interviewed, selected, trained, and supervised staff.
Restaurant Manager
Opal Bar And Lounge
06.2013 - 02.2016
- Managed daily operations to ensure a high level of efficiency, consistency, and quality in both food and service.
- Managed staff schedules and maintained adequate coverage for all shifts.
- Improved overall customer satisfaction by implementing new service standards and staff training programs.
- Reconciled cash and credit card transactions to maintain accurate records.
- Tracked daily sales transactions and invoices for accurate and updated financial reporting.
- Increased restaurant revenue by optimizing table turnover rates and enhancing menu offerings.
- Reduced staff turnover rate with effective leadership, open communication, and employee development opportunities.
Education
Tier 1 & Tier 2 - Insurance And Risk Management
LMI College - Financial School of Services
Perth, WA11.2019
Bachelor of Science - Human Biology
Edith Cowan University
Perth, WAHigh School Diploma -
Sacred Heart College
Sorrento, WA11.2010
Skills
- Self Discipline and Motivation
- Strategy Development
- Attention to Detail
- Organizational Skills
- Financial Acumen
- Time Management
- Account Acquisition and Management
- Active Listening
Timeline
Client Manager
BMS Risk Solutions Pty Ltd
10.2023 - Current
Account Executive
Western United Financial Services Pty Ltd
11.2018 - 10.2023
Restaurant Manager
Mullaloo Beach Hotel
02.2016 - 11.2018
Restaurant Manager
Opal Bar And Lounge
06.2013 - 02.2016
Tier 1 & Tier 2 - Insurance And Risk Management
LMI College - Financial School of Services
Bachelor of Science - Human Biology
Edith Cowan University
High School Diploma -
Sacred Heart College
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