Joshua Bathgate
Gold Coast,QLD
Summary
Dedicated and results-driven Assistant Account Executive with a proven track record at LEA Insurance Brokers. Proficient in insurance operations, client management, and policy administration, I am committed to optimizing client satisfaction and organizational efficiency. Skilled in market analysis, risk assessment, and underwriting support. Known for my strong attention to detail, exceptional communication skills, and the ability to thrive in fast-paced, high-pressure environments
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Account Executive
LEA Insurance Brokers
05.2022 - Current
- Approach the market to find the best insurance policies for clients
- Liaise with brokers to negotiate approaches to best protect the client
- Prepare letters, Certificates of Currency, marketing spreadsheets, and other various documents to be sent to the client
- Communicate with clients regarding any insurance queries
- Negotiate with underwriters in order to ensure terms presented are tailored to the insureds needs
Client Service Officer
Haile Financial
05.2021 - 05.2022
- Accepted and processed payments, updated accounts and issued receipts.
- Communicated with clients regarding account services, statements, and balances.
- Provided knowledgeable service and support for all customer needs.
- Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
- Used Advisorlogic to prepare and submit database statistics, graphs and charts to accurately track financial movements.
- Delivered prompt service to prioritize customer needs.
Pool Building - Labourer
Private Individual
01.2018 - 01.2019
- Steel fixing to erect the structure of the pool
- Dealt with copings, tiling, and other various jobs involved in building a pool
- Assisted in the plumbing of the pool pumps
Delivery Driver
Pizza Paradise
03.2018 - 10.2018
- Deliver pizzas to customers
- Prepare ingredients for the making of pizzas
- General cleaning within the shop
Assistant
Meals On Wheels
04.2018 - 04.2018
- Voluntary day working with the Meals on Wheels team to prepare the meals and deliver to those in need.
Education
Bachelor of Business/Bachelor of Commerce - Sports Management And Finance
Griffith University
Gold Coast, QLD11.2022
High School Diploma -
St. Mary's College
Toowoomba, QLD11.2017
Skills
- Team player
- Organisational and prioritising skills
- Strong verbal and written communication skills
- Quick learner and active listener
- Advanced MS Office knowledge and skill (Word, Excel, PowerPoint, Outlook)
- Customer Relationship Management
- Data Analysis
- Written and Verbal Communication
- Research and Analysis
- Goals and Performance
- Strategy Implementation
Certification
- RESPONSIBLE SERVICE OF ALCOHOL CERTIFICATE, 11/2019
- RESPONSIBLE SERVICE OF GAMBLING CERTIFICATE, 11/2019
- PROVIDE CARDIOPULMONARY RESUSCITATION, PULSE STRAT - 10/2023
- PROVIDE FIRST AID, PULSE START, 10/2023
References
Can be provided upon request
Additional Information
I currently work full time during the week but i am looking for additional weekend work. Preferably on Saturdays but i am open to negotiation.
Timeline
Assistant Account Executive
LEA Insurance Brokers
05.2022 - Current
Client Service Officer
Haile Financial
05.2021 - 05.2022
Assistant
Meals On Wheels
04.2018 - 04.2018
Delivery Driver
Pizza Paradise
03.2018 - 10.2018
Pool Building - Labourer
Private Individual
01.2018 - 01.2019
Bachelor of Business/Bachelor of Commerce - Sports Management And Finance
Griffith University
High School Diploma -
St. Mary's College
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