Summary
Overview
Work History
Education
Skills
Personal Summary
Timeline
Generic

Joanne West

Woonona,NSW

Summary

Dynamic Accounts Reconciliation Lead at RHG Insurance Brokers, recognized for exceptional attention to detail and a friendly, positive attitude. Adept at fostering teamwork and collaboration, I consistently delivered results while enhancing customer service and problem-solving capabilities. Committed to efficiency and excellence in all tasks, ensuring deadlines are met with precision.

Overview

28
28
years of professional experience

Work History

Accounts Reconciliation Lead

RHG Insurance Brokers
11.2002 - 06.2024
  • I have over 25 years office administration and accounts reconciliation experience, gained mainly in the insurance and financial services industry.
  • Managed over 30 insurance accounts monthly while reconciling individual and company payments.
    Addressed queries from clients and insurance company staff to resolve issues promptly.
  • Facilitated accurate monthly payment processing to insurance companies, ensuring uninterrupted client insurance coverage.
  • Over time I have optimized monthly report production to minimize task duplication and reduce paper usage.
  • Improved our credit control with more client contact and better timescales for outstanding payments.
  • I am very self-motivated, with a strong sense of personal responsibility. Due to the changes in remote working I am skilled at working independently, but also collaboratively in a team environment.
  • Consistently met monthly deadlines over many years while managing time efficiently to complete all tasks with attention to detail.
  • PC proficient in Excel and Word.

Accounts Reconciliation

Marsh Financial Services
06.1996 - 10.2002

Education

BTEC National Diploma - Hospitality Management

North Herts College
Letchworth, UK

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Dependable and responsible
  • Attention to detail
  • Computer skills
  • Organization and time management

Personal Summary

 For the past 25 years, I’ve juggled both full-time and part-time roles while raising my two wonderful children, who are now 19 and 16. Recently, my family and I made the exciting move to Australia, and I’m eager to embrace this new chapter of our lives. As I settle into the vibrant Aussie community, I’m looking for part-time or casual work that not only helps me connect with my new surroundings but also allows me to contribute my skills and experience in meaningful ways.

In addition to my professional work, I have actively contributed to my community through volunteering roles. For six years, I proudly served as the treasurer for my children's school PTA. This position not only involved managing the PTA's finances with diligence and accuracy, but also gave me the opportunity to collaborate in planning and executing a range of highly successful events. These efforts played a key role in raising essential funds that directly benefited the school and its students.

Timeline

Accounts Reconciliation Lead

RHG Insurance Brokers
11.2002 - 06.2024

Accounts Reconciliation

Marsh Financial Services
06.1996 - 10.2002

BTEC National Diploma - Hospitality Management

North Herts College
Joanne West