James Lainson
Frankston,VIC
Summary
Client-focused Insurance Advisor with 12 years of professional experience in insurance, customer service and sales industries. Performs variety of activities to administer and service customer insurance policies. Leverages resources and commitment to quality outcomes to achieve results.
Overview
13
13
years of professional experience
Work History
Senior Sales and Policy Advisor
Defence service homes insurance
01.2018 - Current
- Underwriting and tailoring building and contents policies to suit the client's needs
- Working with veterans, service men and women, and clients with special needs
- Sales over multiple products and making changes to existing policies
- Facilitated communication and relationship development between different stakeholders.
- Drafted and presented reports outlining policy actions.
- Increased sales revenue by implementing effective sales strategies and coaching the sales development team.
- Used key sales tactics to grow membership sales.
Sales and customer service
Club Marine
01.2017 - 01.2018
- Providing high-quality customer service and meeting sales targets
- Inbound sales calls for boat insurance policies, requiring excellent listening skills and building rapport
Sailing instructor and coach
Sandringham Yacht Club
01.2016 - 01.2017
- Taking care of large groups of children and teaching them how to sail
- Emphasis on safety, communication skills, forward planning, and adaptability
- Operating under pressure and working as part of a team
Health insurance and energy sales
Iselect
01.2014 - 01.2015
- Looking after customer inquiries and helping find the best deal for customers in each respective field
- Fine-tuning sales techniques through extensive training and experience on the floor
- Analyzed customer feedback to identify areas for improvement in service delivery.
- Developed strong relationships with clients through excellent communication and personalized service.
- Exceeded monthly sales targets by implementing effective sales strategies and promoting company offerings.
B2B sales consultant
Smart Utilities
01.2013 - 01.2014
- Working with some of Australia's most reputable energy companies to find a cheaper and more convenient option for small business customers through cold calling, objection handling and finally, closing and making the sale
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets.
- Enhanced customer experience by providing consultative advice on how our solutions could address their specific challenges effectively.
- Mentored junior sales consultants in best practices for successful B2B selling techniques.
B2B sales consultant
Koncept Marketing
01.2012 - 01.2013
- Gained lots of experience in conversing with customers, using refined sales techniques to encourage customers to buy now rather than later
- Gained lots of experience in objection handling and buying signals, allowing me to make quick sales and meet targets and S.P.H
- Also assisted as a closer for new trainees as well as the experienced agents
- All while being compliant
Internal sales and customer service consultant
Ronstan International
01.2011 - 01.2012
- Providing solutions for customer's problems both end user and retailers
- Gained expansive knowledge of the Australian retail market as well as time management, interpersonal skills and problem solving to meet customers needs and expectations
- Processing customer orders and assisting in receptionist duties
Education
VCE - Physical EducationEnglishMathsHealth And Human DevelopmentPsychology
St Bedes College Mentone
Skills
- Policy analysis
- Critical Thinking
- Interpersonal Communication
- Conflict Resolution
- Public Speaking
- Sales Training
- Rapport and relationship building
References
- Michah Schuwalow, Manager, Sandringham Yacht Club, 9599 0999
- Trent Harper, Team leader, Club Marine, 0439 691 123
- Laura Johns, Manager, Defence service Homes insurance, 0416 632 606
- Shavaun Arnolda, General manager, Defence service homes insurance, 0421 399 068
Extracurricular Activities
Keelboat sailing instructors certificate Dinghy Instructors certificate Current CPR and First aid certificate Working with children's check Occupational health and safety training Richie's IGA Aspendale Gardens Mentored younger sailors new in the 29er class
Timeline
Senior Sales and Policy Advisor
Defence service homes insurance
01.2018 - Current
Sales and customer service
Club Marine
01.2017 - 01.2018
Sailing instructor and coach
Sandringham Yacht Club
01.2016 - 01.2017
Health insurance and energy sales
Iselect
01.2014 - 01.2015
B2B sales consultant
Smart Utilities
01.2013 - 01.2014
B2B sales consultant
Koncept Marketing
01.2012 - 01.2013
Internal sales and customer service consultant
Ronstan International
01.2011 - 01.2012
VCE - Physical EducationEnglishMathsHealth And Human DevelopmentPsychology
St Bedes College Mentone
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