Summary
Overview
Work History
Education
Skills
Educationandvocationalachievements
Volunteerroles
References
Summaryofkeyskills
Timeline
Generic

Warranee Segi

Brisbane,QLD

Summary

A dependable administrator skilled in managing diverse needs in challenging, fast-paced environments. Friendly and energetic professional with remarkable communication and prioritization skills. Positive, hardworking, and approachable, enjoys challenges and values working both independently and as part of a team.

Overview

18
18
years of professional experience

Work History

Customer Success Specialist – Personal

Revive Financial
08.2023 - Current
  • Build and maintain strong client relationships
  • Understand clients' specific debt management needs, providing personalized guidance and ensuring customer satisfaction
  • Effective communication, empathy, and professionalism
  • Address client concerns promptly
  • Perform debt analysis and strategize by analyzing clients’ financial situations
  • Create budgets, recommend debt management options, and suggest repayment plans
  • Lodge debt agreements or information agreements with AFSA, completing necessary paperwork and checklists
  • Liaise with compliance team and monitor client payment progress
  • Execute strategies in a timely manner
  • Handle inbound and outbound calls and respond to online enquiries promptly
  • Communicate effectively with customers to understand their situations and assess their capacity to repay debts

Insolvency Officer Seconded to Insurance collections

Collection House Group
05.2023 - 08.2023
  • Cold call to debtors to pay their insurance claims
  • Proficiently completed allocated tasks and targets
  • Taking payments over the phone
  • Answered inbound and outbound calls to collect debt

Insolvency Officer

Collection House Group
07.2019 - 08.2023
  • Managed a portfolio of Insolvency Administrations in line with CLH Lawyers Client requirements
  • Provided information to clients and creditors regarding various insolvency matters
  • Advised creditors and Trustees and maintained accurate client records
  • Proficiently completed allocated tasks and targets
  • Monitored dividends for Part IX debt agreements and bankruptcies
  • Answered inbound and outbound calls

Administration Assistant (Temp through Robert Half)

Institute of Public Accountants
11.2018 - 12.2018
  • Supported the General Manager, Membership and Marketing Coordinator, and Member Knowledge Coordinator
  • Delivered exceptional customer service to members and key stakeholders
  • Handled membership enquiries and processed event registrations
  • Created promotional flyers and processed divisional invoices
  • Managed office coordination and petty cash
  • Liaised with discussion group conveners and managed member filing

Admin Support Officer

DCS Group Aust Pty Ltd
03.2017 - 03.2018
  • Undertook case-management of assigned insolvency matters
  • Provided information to customer services and creditors on various insolvency matters
  • Maintained accurate client records
  • Completed all allocated tasks efficiently
  • Answered inbound and outbound calls

Insurance Administrator

Zurich Financial Services – Zurich Insurance Australia
08.2012 - 12.2016
  • Processed new accounts and additional applications
  • Referred requests to external medical providers
  • Processed changes to existing client records and correspondence relating to underwriting
  • Evidence gathering for claims files
  • Verifying ID, Medical documents
  • Ensured regulatory compliance

Senior Document Management Administrator

Macquarie Bank
02.2007 - 08.2012
  • Processed applications and handled client and adviser maintenance
  • Managed payment processing and asset transfer requests
  • Collaborated with peers and liaised with stakeholders to meet client needs
  • Dealing with banking documents and cheques, daily banking queries

Education

Certificate in Business Bookkeeping -

10.2024

Personal Insolvency Programme -

Bond University
08.2024

Mental Health First Aid course -

04.2024

Certificate of Completion -

Financial Services Work III
05.2021

Skills

  • Decisive Thinker
  • Personally Credible
  • Collaborative
  • Driven to Deliver
  • Role Model
  • Curious

Educationandvocationalachievements

  • Certificate of Completion – Financial Services Work III, 05/01/21
  • Mental Health First Aid course, 04/01/24
  • Personal Insolvency Programme at Bond University, 08/01/24
  • Certificate in Business Bookkeeping, 10/01/24

Volunteerroles

  • Sandgate Seventh-day Adventist Church, Teacher for the Sandgate Pathfinders Club, Mentor young people in life skills and outdoor adventures.
  • Sandgate Adventist Youth Group, Parent Support, Assist with youth activities, driving, and supervising.
  • Bridge to Brisbane, Volunteer
  • Sandgate Food Pantry, Volunteer, 2018 - 2022
  • Sandgate Seventh-day Adventist Church, Blue card coordinator on the Church Board
  • Sandgate Seventh-day Adventist Church, Church Clerk, 2018 - 2021

References

  • Mrs. Neila Maher, Operations, neilz@neilz.com, 0438 115 404
  • Mrs. Shannon Neilson-White, sknelsonwhite@gmail.com, 0479 008 875
  • Ms Meagan Rowe, Customer Success Manager, meagan.rowe@revivefinancial.com.au, 0488 939 146

Summaryofkeyskills

  • Decisive Thinker: Able to analyze information quickly and make robust decisions.
  • Personally Credible: Caring administrator with a professional approach.
  • Collaborative: Works well with a range of people both within and outside the organization.
  • Driven to Deliver: Focused on achieving the best possible results for the organization with determination and resourcefulness.
  • Role Model: Leads by example.
  • Curious: An inquisitive, open-minded individual seeking new ways to support organizational development.

Timeline

Customer Success Specialist – Personal

Revive Financial
08.2023 - Current

Insolvency Officer Seconded to Insurance collections

Collection House Group
05.2023 - 08.2023

Insolvency Officer

Collection House Group
07.2019 - 08.2023

Administration Assistant (Temp through Robert Half)

Institute of Public Accountants
11.2018 - 12.2018

Admin Support Officer

DCS Group Aust Pty Ltd
03.2017 - 03.2018

Insurance Administrator

Zurich Financial Services – Zurich Insurance Australia
08.2012 - 12.2016

Senior Document Management Administrator

Macquarie Bank
02.2007 - 08.2012

Certificate in Business Bookkeeping -

Personal Insolvency Programme -

Bond University

Mental Health First Aid course -

Certificate of Completion -

Financial Services Work III
Warranee Segi