Lisa Bogun
Eaton
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
13
13
years of professional experience
Work History
Site Manager
Regional Workforce Management
11.2023 - Current
- Supporting the wellbeing and engagement of up to 130 workers at any one time, including onboarding, check-ins, performance discussions and retention
- Managing timesheets and payroll reconciliations to ensure accuracy and efficiency
- Coordinating PALM Scheme worker mobilisation and onsite logistics
- Assisting with incident response, including transporting employees to clinics when required
- Overseeing attendance, client relations and employee management
- Generating reports
- Oversaw daily site operations, ensuring compliance with safety regulations and organizational standards.
- Maintained accurate documentation of site activities, incident reports, and personnel records.
- Collaborated with cross-functional teams to facilitate effective communication and problem-solving strategies.
Broker Assistant
KLW Insurance & Planning Services
02.2022 - 10.2023
- Providing daily administrative support to the broker team
- Updating and maintaining customer records
- Assisting in the preparation of documentation for insurance policies
- Ensuring all customer documentation is accurate and up to date
- Liaising with clients to ensure their needs are met in a timely and accurate manner
- Supporting the broker team with various administrative tasks
- Generating reports
- Assisting with the process of claims
Administration Assistant
KLW Insurance & Planning Services
07.2014 - 02.2022
- Preparing Statements of Advice / Financial Reviews for presentation to clients
- Schedule appointments for clients
- Lodgement and follow-up of new applications
- Consulting with staff, clients and fund managers via phone, email, or navigation of fund manager website.
- Generating reports and newsletters
- Researching investment and insurance products
- Calculating client fees and investment fees
Pharmacy Dispensary Technician
Bunbury Forum Pharmacy
10.2012 - 06.2014
- Enter and maintain prescription data
- Prepare, pick, and label prescriptions ready for pharmacist
- Disburse completed and confirmed prescriptions to patients
- Answer patient questions and address customer service issues when they arise
- Assist pharmacist with maintaining the ongoing medication inventory and place medication orders when instructed
Education
Tier 1 General Insurance Broking Compliance
The Australian And New Zealand of Institute of Insurance And Finance (ANZIIF)
08.2023
Skills
- Insight
- XPlan
- Confidentiality
- Maintenance of Records
- FoundU
- SAP
- Team leadership
- Problem-solving
- Quality assurance
- Staff management
- Conflict resolution
- Customer relationship management
- Documentation and reporting
- MS office
Timeline
Site Manager
Regional Workforce Management
11.2023 - Current
Broker Assistant
KLW Insurance & Planning Services
02.2022 - 10.2023
Administration Assistant
KLW Insurance & Planning Services
07.2014 - 02.2022
Pharmacy Dispensary Technician
Bunbury Forum Pharmacy
10.2012 - 06.2014
Tier 1 General Insurance Broking Compliance
The Australian And New Zealand of Institute of Insurance And Finance (ANZIIF)