Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Kelly

Lisa Kelly

Kingscliff,NSW

Summary

Dynamic Trades Specialist with a proven track record at AIBN (Australian insurance builders network) for the past ten years, enhancing profitability through strategic market analysis and efficient inventory management. Skilled in national trade allocations and placing the correct accredited trades to national insurance builders for national disasters,everyday insurance claims I excel in fostering partnerships and optimizing workflows, resulting in improved client and home owner satisfaction with streamlining operations.


Overview

20
20
years of professional experience

Work History

Trades Specialist

AIBN Trade Allocations
01.2015 - Current
  • Created a robust network of industry contacts and partnerships.
  • Boosted company profitability with diligent monitoring of market trends and identification of new business opportunities.
  • Implemented efficient inventory management systems to monitor weather forecast events to for the upcoming capacity of new claims, and optimize turnover rates.
  • Conducted in-depth research on global markets to identify potential risks and opportunities, supporting informed decision-making.
  • Supported cross-functional teams throughout the organization by providing insights on national trade regulations, contributing to successful project completion.
  • Streamlined trade processes for improved efficiency and cost reduction through continuous evaluation and optimization of workflows through prime CRM.
  • Assisted in the development of marketing strategies to promote company services within target industries locally and nationally.
  • Evaluated financial data to assess creditworthiness of potential clients before entering into business agreements or extending credit terms.
  • This is how chekku.au is now use for
  • Analyzed client feedback to implement improvements in service offerings resulting in increased customer satisfaction rates over time.
  • Enhanced client satisfaction by providing expert guidance on national trade regulations and procedures.

Nurses Now Dental Recruitment

Director/Owner
06.2005 - 07.2015
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Commenced MYOB & Excel new version Tafe course
  • Designed New Branding, business cards uniforms and office documents for the Business future.
  • Worked Directly One one with each surgery hands on to implement any SWOT issues they may be dealing within the past.
  • Establishing new job roles for Dentist, Hygienist and Mangers matching them with the correct surgery's
  • Preparing accounting, invoicing and quarterly BAS and GST

weekly and monthly.

  • Grew HR Skills
  • Updated senior first aid course
  • BNI business network intervention monthly
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Dental Front Desk Manager

Dr Matt Parsons
11.2006 - 12.2011
  • Greeted Patients and and new Distressed Patients upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Trained new staff on correct procedures, compliance requirements, and performance strategies.
  • Mentored and trained new hires, fostering a supportive work environment that facilitated professional growth.
  • Responded to telephone, email and in-person inquiries regarding patient appointments or emergence's
  • Oversaw daily cash reconciliations, maintaining accurate financial records for the front desk department.
  • Kept accounts in balance and ran daily reports to verify totals.
  • Managed front desk maintenance of client records and lab data.
  • Managed team schedules, ensuring adequate staffing levels for optimal front desk operations.
  • Improved staff communication through regular meetings, leading to enhanced teamwork and overall efficiency.
  • Handled tasks and responsibilities for front office employees during periods of understaffing.
  • Established strong rapport with returning patients while building new connections with first-time visitors.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Established team priorities, maintained schedules and monitored performance.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Managed senior-level personnel working in marketing and sales capacities.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.

Education

No Degree - IT Network Security

Circl Building Group
Chinderah, NSW
08-2024

Salesforce CRM

Online
Kingscliff, NSW
01-2021

St John's First Aid

Dee Why Fire Station
Dee Why, NSW
01-2019

Senior First Aid

Skills And Training Collage
Casuarina, NSW
01-2013

Certificate 111 Business

Online Business Course
Lismore, NSW
01-2012

Certificate 111 in Dental Assisting

Redfern Tafe Dental School
Redfern, NSW
01-1991

High School Diploma -

The Entrance High School
Central Coast, NSW
11-1989

MYOB,EXCELL

Kingscliff Tafe
Kingscliff, NSW

No Degree - Accounting And Finance

Xero
01-2017

Skills

  • International business development
  • International trade expertise
  • Cross-cultural communication
  • Contract negotiation
  • Staff training and development
  • Staff management
  • Problem-solving aptitude
  • Employee development
  • Active listening
  • Process improvement
  • Good judgment
  • MS office
  • Professional and courteous
  • Negotiation and conflict resolution
  • Scheduling and coordinating
  • Staff training
  • Hiring and training
  • Team development
  • Organizational skills
  • Problem-solving
  • Multitasking Abilities
  • Multitasking
  • Attention to detail
  • Positive attitude
  • Adaptability and flexibility
  • Computer skills
  • Networking strategies
  • Disciplinary techniques
  • Innovation management
  • Revenue management
  • Skype
  • Competitor research
  • Regulatory compliance
  • Risk management
  • Recruiting and interviewing
  • Work prioritization
  • Safety procedures
  • Clear communication
  • Salesforce management
  • Emergency response
  • Key performance indicators
  • Business development
  • Budget control
  • Performance evaluations
  • Sales management
  • Sales techniques
  • Shift scheduling
  • Customer relationship management (CRM)
  • Strategic planning
  • Relationship building
  • Verbal and written communication

Timeline

Trades Specialist

AIBN Trade Allocations
01.2015 - Current

Dental Front Desk Manager

Dr Matt Parsons
11.2006 - 12.2011

Nurses Now Dental Recruitment

Director/Owner
06.2005 - 07.2015

No Degree - IT Network Security

Circl Building Group

Salesforce CRM

Online

St John's First Aid

Dee Why Fire Station

Senior First Aid

Skills And Training Collage

Certificate 111 Business

Online Business Course

Certificate 111 in Dental Assisting

Redfern Tafe Dental School

High School Diploma -

The Entrance High School

MYOB,EXCELL

Kingscliff Tafe

No Degree - Accounting And Finance

Xero
Lisa Kelly