Open To Work
Paul McGregor
Sure Insure Insurance Advisor
Birkdale,QLD
Work Preference
Job Search Status:
Open to work
Desired start date:
Open to discussion
Work Type
Part Time
Location Preference
On-Site
Location:
Birkdale, QLD
Open to relocation:
No
Important To Me
Work-life balance
41
Years of experience
Work History
Insurance Broker
2 Years 11 MonthsInsurance Advisor
41 Years 5 Months- Resolved customer inquiries, ensuring high satisfaction levels.
- Assisted in policy renewals, enhancing retention rates.
- Conducted market research to identify emerging trends and opportunities.
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Negotiated favorable terms with insurance carriers on behalf of clients, securing optimal coverage at competitive prices.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
Timeline
Insurance Broker
Sure Insure Insurance Advisor
10.2023 - CurrentRead More
Insurance Advisor
AB COMSURE PTY LTD
05.1985 - 10.2026Read More