Lisa Keys
Highton,Vic
Summary
Successful and seasoned Insurance Broker and Small Business Owner with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
21
21
years of professional experience
Work History
Insurance Broker
WKK Insurance
02.2004 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Education
DIPLOMA - Financial Services
Diploma of Financial Services (Insurance)
Certificate IV - Training And Assessment
Plenty Training
Queensland09-2024
Skills
- Proactive team player
- Driven
- Claims handling
- Sales presentations
Timeline
Insurance Broker
WKK Insurance
02.2004 - Current
DIPLOMA - Financial Services
Diploma of Financial Services (Insurance)
Certificate IV - Training And Assessment
Plenty Training
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