Summary
Overview
Work History
Skills
Certificates
Timeline
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Julie Maurer

Julie Maurer

Longreach,Australia

Summary

Insurance professional with 6 years’ experience in sales and claims across the core product range of personal, motor, home, landlord, farm, stud stock and business Insurance. Prior to Insurance role, Analyst with 8+ years’ experience in providing valuable prudential and client relationship support to account managers to enable them to develop new business, manage existing clients and to enable our clients to reach their goals and aspirations. Extremely motivated to consistently develop my skills and grow professionally. I am aiming to leverage my work experience in claim processing, investigation, and customer service to contribute to a reputable organization. I apply strong attention to detail, problem-solving abilities, and a commitment to delivering accurate, efficient, and timely claims resolutions while ensuring high levels of customer satisfaction. Seeking remote/work from home role. I am flexible with work hours and willing to work 38 plus hours per week and am available for weekends.

Overview

33
33
years of professional experience

Work History

Office/Claims Manager, Salesforce Champion

Elders Insurance Central Qld
12.2018 - Current
  • Assess, record and process incoming insurance claims
  • Instruct Loss Adjustors, Assessors and manage supply arrangements
  • Manage the progress of claims using available tools including the diary system to ensure timely and equitable resolution
  • Liaise with ENCD (Elders National Claims Department) to assist with the efficient handling of non-front end claims
  • Provide information and feedback on claims activity and developing trends to underwriters/risk assessors to enable appropriate actions to be carried out
  • Interpret basic policy coverages and determining if coverages apply to claims submitted, escalating issues as needed
  • Set reserves and authorise payment within scope of authority, ensuring timely issuance of disbursements Identify suspicious or potentially fraudulent claims, notifying supervisor, arranging investigation and briefing solicitors if further action is to be taken
  • Ensure resolution of client questions, queries and complaints within an appropriate timeframe
  • Produce and distribute client documentation in a timely and efficient manner
  • Enter data into the Insurance Workflow System, Salesforce and ensure quality data integrity
  • Competently process business transactions (eg
  • Quotations, new business, endorsements, cancellations, renewals etc) in Salesforce and Insurance Workflow System in accordance with delegated authority, procedures, legislation and industry codes of practice
  • Maintain current knowledge of insurance guidelines
  • Identify any issues and/or anomalies that are non-compliant with regards to policy and procedures and resolve and/or escalate where required
  • Share and disseminate information with relevant stakeholders taking into consideration confidentiality/policy guidelines
  • General oversight of office to ensure smooth workflow, efficient processes, and exceptional customer service

Analyst, NCC SME (Regulated Loan Subject Matter Expert), EF SME (Equipment Finance Subject Matter Expert) Community Champion

Rabobank
03.2010 - 12.2018
  • Actively support the Rural Manager(s) in responding quickly and efficiently to the requirements of new and existing clients
  • Assist Rural Manager in undertaking client visits and interviews
  • Monitor account arrears and excesses and take appropriate action to rectify
  • Prepare staff meetings and produce reports and associated correspondence as required
  • Assist in branch marketing activities and organize events and advertising
  • Maintain relationships with local referral sources, including accountants, solicitors and consultants
  • Promote a culture of recognising the value of collaboration by engaging in effective and valuable communication with Rural Managers in deal planning to meet client expectations
  • Actively engage in the preparation of all loan applications and developing skills towards undertaking submissions that will be reviewed at Credit Committee level
  • Critically analyse and interpret financial statements and identify relevant industry trends
  • Required to liaise with all relevant parties to ensure that documentation and settlements are processed promptly and accurately
  • Prepare and submit Account Manager Reviews and Credit Reviews in line with Bank policy and procedure as directed by Support Hub Manager
  • Ensure compliance with the Bank’s policies and procedures at all times including Audit, Credit, Compliance and Business Continuity

Principal Accounts

Elmes Rural Pty Ltd
03.2008 - 10.2011
  • Customer service – broadcasting reports to client for their information
  • Day-to-day administration of business
  • Reports for small business, close of month procedures, data backup superannuation, payroll, preparation of PAYG and BAS Statements
  • Prepare and report for Delcredere Insurance and Transaction Levy monthly payments and figures
  • Audits
  • Trust accounts
  • Journals, banking, reconciliation of ledger, bank and client accounts
  • Processing of Private Livestock Sales, Rebates and Commissions
  • Real Estate Listing – Rural Property

Senior Clerical/Administration

Slade Smash Repairs
02.2008 - 03.2010
  • Reception and assisting customers with enquiries
  • General administration – postage, banking, money handling-eftpos/credit card/EFT/BPay
  • Processing of Debtor and Creditor invoices through Quick Books Pro
  • Payroll and Superannuation through Quick Books Pro
  • Preparation and reports for PAYG monthly returns to ATO
  • Parts Ordering
  • Checking in of all parts – data entry of these parts to PPG quote system
  • Prepare and have all relevant paperwork in order to go with invoice to Insurance Company
  • Excess invoices and collection of monies
  • Credits on unused and damaged parts
  • Entry of quotes to PPG Business Management program and digital imaging for Email to Insurance Companies
  • RACQ Road service Membership, receipt of payments and batching for Head Office
  • CTP Insurance Certificates
  • Impounded vehicles paperwork and procedure

Administration/Customer Service

Grant Daniel & Long
04.2002 - 07.2002
  • All clerical and administration duties, including customer service and reception
  • Accounts Management-Debtors and Creditors
  • Real Estate Listings
  • Processing of Livestock Sales – Auction and Private online
  • Management and confirmation of appointment schedules for other staff

Administration/Merchandise

Grant Daniel & Long
05.1997 - 04.2002
  • Merchandise stock control, goods inward and outward
  • Stocktaking
  • Invoicing
  • Ordering and quoting of rural merchandise
  • Banking and cash control
  • Reconciliation of Debtor and Ledger accounts
  • Processing of Livestock Sales-both Auction and Private
  • General day to day office duties and overall presentation of office

Customer Service Officer

Elders Limited
03.1992 - 05.1997
  • Processing of accounts –Receivable and payable
  • Reconciliation of ledger accounts, journals
  • Processing of livestock sales
  • Merchandise stock control/ordering, quotes, invoicing and general office duties and cleaning

Skills

  • Teamwork
  • Independent Work
  • Ability to Work Under Pressure
  • Multitasking
  • Understanding Complex Situations
  • Following Instructions
  • Delivering Quality Results
  • Customer service
  • Team leadership
  • Time management
  • Decision-making
  • Staff training and development
  • Staff management
  • Verbal and written communication
  • Complex Problem-solving

Certificates

  • Currently studying for a Diploma in General Insurance, 2024
  • Cert IV in General Insurance – 12 module course, 2023
  • Mate 2 Manager, 2022
  • Certificate in Aged Care Standards and Food Transport (Volunteer Meals on Wheels), 2021
  • Elders Insurance Front End Claim Training, 2019
  • Notice of Appointment – Authorised Representative, 2019
  • Teir 1 Personal Advice General Insurance, 2019
  • Teir 2 Personal Advice General Insurance, 2019
  • Rural Risk Management 1 and 2 / Work Health and Safety, 2018
  • Justice of the Peace (Qualified) Certificate, 2017
  • Australian Credit Licence for Representatives CPD (Mortgage Stream) Certificate through Financial Education Professionals, 2017
  • Kaplan – NCC ongoing Training / Compliance / CRS / General Advice / Personal Property Securities Act, 2017
  • First Aid Officer / Anti Money Laundering / Risk Awareness, 2016
  • Accounting / Principals of Credit Analysis, 2014
  • Anti Money Laundering / Work Health and Safety / Compliance 101, 2012/2013
  • Code of Banking Practice / Equal Opportunity / OH & S / Intro to Basel II / PPSA / Deposits / Marketing Excellence, 2011
  • Anti Money Laundering / MAPS, 2010
  • Business Lending Fundamentals – 5 module Certificate, 2010
  • Certificate 111 in Tourism-THHCOR01B Work with Colleagues and Customers, 2005
  • Agsafe Accreditation-Chemical Handling, Storage and Transport, 2001
  • Secondary Certificate -Tara State High School, 1989

Timeline

Office/Claims Manager, Salesforce Champion

Elders Insurance Central Qld
12.2018 - Current

Analyst, NCC SME (Regulated Loan Subject Matter Expert), EF SME (Equipment Finance Subject Matter Expert) Community Champion

Rabobank
03.2010 - 12.2018

Principal Accounts

Elmes Rural Pty Ltd
03.2008 - 10.2011

Senior Clerical/Administration

Slade Smash Repairs
02.2008 - 03.2010

Administration/Customer Service

Grant Daniel & Long
04.2002 - 07.2002

Administration/Merchandise

Grant Daniel & Long
05.1997 - 04.2002

Customer Service Officer

Elders Limited
03.1992 - 05.1997

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Julie Maurer