Lorena Arias
Southport
Summary
Proven Insurance Manager with a track record of optimizing operations and enhancing profitability at Vogue Advisory Group. Skilled in advanced Excel functions and multi-tasking, demonstrated through strategic decision-making and effective resource allocation. Achieved significant improvements in client satisfaction and retention through meticulous data analysis and personalized service.
Overview
17
17
years of professional experience
Work History
Insurance Manager
Vogue Advisory Group
01.2025 - Current
- Oversaw day-to-day operations of the insurance department, making strategic decisions regarding staffing levels, resource allocation, budgeting, and growth opportunities.
- Negotiated contracts with underwriters to secure competitive pricing and terms for client policies.
- Optimized premium pricing structures using thorough data analysis techniques to ensure profitability without compromising on client satisfaction.
- Facilitated clear communication between clients, underwriters, adjusters, legal counsel, and other relevant parties during complex claims resolution processes.
- Conducted in-depth research and analysis of insurance products, including life, health, and disability policies, to provide recommendations based on client needs and goals.
- Supported financial advisors by preparing detailed policy reports, suitability assessments, and customized recommendations for clients.
- Assisted with the preparation and submission of insurance applications, ensuring all documentation was complete, accurate, and compliant with industry regulations.
- Prepared and maintained comprehensive client records, tracking policy changes, renewals, and amendments in accordance with company policies and regulatory standards.
Insurance and Superannuation Paraplanner
Superannuation Advice Australia
02.2021 - 12.2024
- Conducted in-depth research and analysis of insurance products, including life, health, and disability policies, to provide recommendations based on client needs and goals.
- Assisted with the preparation and submission of insurance applications, ensuring all documentation was complete, accurate, and compliant with industry regulations.
- Acted as a liaison between clients and insurance providers, facilitating the communication of policy terms, claim submissions, and policy renewals.
- Put together detailed financial and investment plans for customers.
- Stayed up to date on latest performance indicators for stock market and mutual funds.
- Increased customer retention rates through proactive policy reviews and personalized coverage recommendations.
Office Manager
Australian Homestay Network
05.2016 - 01.2021
- Improved office operations by establishing an efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
- Managed CRM database, including troubleshooting, maintenance, updates and report generation, entering numerical data into databases with speed and accuracy.
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using MS Office suite.
Accountant
Clinica Cardiovascular VID
07.2008 - 10.2014
- Created budgets and forecasts for management group to meet regular accounting deadlines.
- Set up and improved accounting systems and processes to meet business needs and maximize effectiveness of operations.
- Improved efficiency of operations, including data collection, analysis and modeling, to enhance practices and increase customer retention.
- Gathered financial information, prepared documents, and closed books.
- Handled day-to-day accounting processes to drive financial accuracy.
Education
Certificate I - Life Insurance – General Advice
Kaplan Professional
Australia04.2022
Certificate I - Superannuation – General Advice
Kaplan Professional
Australia03.2022
Certificate I - Financial Planning – General Advice
Kaplan Professional
Australia02.2022
Certificate I - Generic Knowledge
Kaplan Professional
Australia01.2022
Bachelor of Accounting - Accounting
Universidad De Antioquia
Colombia09.2008
Skills
- Excellent multi-tasking ability
- Advanced Excel spreadsheet functions
- Database administration
- Administrative support
- Office management
- Report Development
- Data verification
- Excellent attention to detail
COMPUTER SKILLS
- Advance skills on MS Office Suite (Word, Excel, Outlook, Powerpoint, OneNote, Access)
- Google Drive (Docs, Sheets, Slides, Forms)
- Hootsuite
- Xero
- Docusign
- CRM System
Referees
Name: Jonathan Norris
Australian Homestay Network Manager
Contact Number: 0403 215 533
Email: jnorris@homestaynetwork.org
...................................
Name: Olivia Putland
Superannuation Advice Australia
Contact Number: 1300 471 314
Email: olivia.putland@picturewealth.com
Timeline
Insurance Manager
Vogue Advisory Group
01.2025 - Current
Insurance and Superannuation Paraplanner
Superannuation Advice Australia
02.2021 - 12.2024
Office Manager
Australian Homestay Network
05.2016 - 01.2021
Accountant
Clinica Cardiovascular VID
07.2008 - 10.2014
Certificate I - Life Insurance – General Advice
Kaplan Professional
Certificate I - Superannuation – General Advice
Kaplan Professional
Certificate I - Financial Planning – General Advice
Kaplan Professional
Certificate I - Generic Knowledge
Kaplan Professional
Bachelor of Accounting - Accounting
Universidad De Antioquia
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