Luke Kurtz
Joondanna,WA
Summary
Detail-oriented and proactive with experience in assisting day-to-day office operations and supporting surrounding staff. Proven track record in efficiently handling incoming calls, managing client requests, and delivering exceptional customer service. Skilled in data interpretation and report generation, with a keen ability to analyse information and present actionable insights. Adept at fostering clear communication and building strong relationships with clients and colleagues to ensure all needs are met. Committed to enhancing productivity and streamlining processes in fast-paced office environments.
Overview
10
10
years of professional experience
Work History
Broker Assistant
Bresland Insurance & Risk Specialists
10.2021 - 08.2024
- Streamlined communication between brokers and clients, maintaining organised records of correspondence for easy reference.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Evaluated accuracy and quality of data entered into agency management system.
- Performed administrative tasks such as billing, claims processing, and reception duties.
- Developed strong relationships with customers to foster timely payments and account resolution.
- Reduced invoice errors with meticulous data entry and thorough verification procedures.
- Streamlined item intake process with detailed documentation and data entry.
Banking Consultant (Internship Program)
ANZ Bank
09.2020 - 02.2021
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Bar and Restaruant Supervisor
Lake Karrinyup Country Club
03.2014 - 09.2021
- Provided outstanding customer service by addressing visitor needs promptly.
- Streamlined operational efficiency by implementing effective scheduling and staff management practices.
- Assisted in developing marketing strategies aimed at increasing brand awareness within target demographics.
- Ensured seamless guest experiences by coordinating room assignments, reservations, and special requests.
- Managed daily financial transactions accurately, reconciling cash registers and preparing bank deposits as needed.
Education
Bachelor of Commerce (Accounting) -
University of South Australia
Adelaide, SA08.2026
High School Diploma -
Newman College
Churchlands, WA10.2013
Tier 2 Accreditation of Advice -
Kaplan
Perth, WASkills
- Data Entry
- Administrative Support
- Microsoft Office
- Customer Service
References
Carrie Gene-Robinson - 0423 399 935
Account Manager - Bresland Insurance & Risk Specialists
Alexandria Azariadis - 0455 196 700
Claims Manager - Bresland Insurance & Risk Specialists
Adam Weaver - 0439 510 152
Director - Cleversure
Timeline
Broker Assistant
Bresland Insurance & Risk Specialists
10.2021 - 08.2024
Banking Consultant (Internship Program)
ANZ Bank
09.2020 - 02.2021
Bar and Restaruant Supervisor
Lake Karrinyup Country Club
03.2014 - 09.2021
Bachelor of Commerce (Accounting) -
University of South Australia
High School Diploma -
Newman College
Tier 2 Accreditation of Advice -
Kaplan
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