Michala Wagner
Brisbane,QLD
Summary
At Acme Insurance, I leveraged my expertise in claims handling and proactive teamwork to enhance client satisfaction and retention. By negotiating favorable terms and streamlining processes, I played a pivotal role in growing the client base and maintaining a high retention rate, showcasing my driven nature and results-focused approach.
Overview
2
2
years of professional experience
Work History
Insurance Broker
Acme Insurance
05.2012 - 08.2014
- 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.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Calculated quotes and educated potential clients on insurance options.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
- Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
- Reported policy changes and company conditions affecting customer satisfaction.
- Retained Number% of policyholders during annual renewal period.
- Sold Type and Type insurance policies to new and existing customers.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
- Handled approximately Number outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Contributed to company growth through participation in industry events, conferences, and seminars promoting our services.
- Improved operational efficiency by implementing new technologies that streamlined policy quoting and comparison processes.
- Expanded the company''s client base through effective networking and relationship-building strategies.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Called potential clients to set up appointments according to mutual availability.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Evaluated competitors' products and services to gain competitive advantage.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Analyzed risk factors to recommend appropriate coverage levels.
- Identified and solicited sales prospects in agency databases.
- Collected premiums on or before effective date of coverage.
- Monitored customer feedback and identified areas of improvement.
- Calculated premiums and established payment methods for sales.
Education
Grade 12 -
Dubbo South High School
Dubbo, NSW10.1991
Skills
- Proactive team player
- Driven
- Claims Handling
- Sales Presentations
Previous Jobs
Worked for Bank of Queensland from 1992-1998, made my way from batch clerk to teller 1 to relief staff to 2IC , in Maroochydore Branch .
I then went to RACQ inbetween having 4 children .
Timeline
Insurance Broker
Acme Insurance
05.2012 - 08.2014
Grade 12 -
Dubbo South High School
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