Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Work Availability
Quote
Timeline
Hobbies
Generic

Pece Atanasovski

Sydney,NSW

Summary

Engaging and personable, highly organized and motivated with demonstrated track record of building relationships with clients. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.

Overview

10
10
years of professional experience
1
1
Certificate
13
13
years of post-secondary education
2
2
Languages

Work History

Account Executive Insurance Broker

Aon
06.2024 - Current
  • Account Executive in Affinity Entertainment Team.
  • Looking after my own portfolio and following up warm leads.
  • Processed new business, renewals, policy amendments etc. and liaise with clients and insurers.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Collaborated with underwriters to negotiate favourable terms for clients, ensuring competitive pricing and comprehensive coverage.
  • Calculated quotes and educated potential clients on insurance options.
  • Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
  • Utilized CRM software to manage client relationships.
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Tracked progress of all outstanding insurance claims.

Account Service Specialist Insurance Broker

Aon
03.2023 - 06.2024
  • Administration support to the Account Brokers regarding client insurance/risk needs
  • Communicate with clients via phone, email, and face-to-face meetings to support their insurance needs
  • Insurance policy pre-renewal, renewal, and post-renewal activities including drafting quotations and creating renewal reports
  • Prepare, lodge, and invoice insurance policies in an accurate and timely manner
  • Attend client meetings and work on tender processes, client renewals, claims, and other insurance broking duties
  • Manage key stakeholder relationships with Senior Brokers, Underwriters, Client Executives and Client Managers
  • Enhance the client experience through outstanding customer service.

Assistant Account Executive

Master Builders Insurance
10.2022 - 01.2023
  • Assisting all Brokers within the NSW SME team through processing, file management, and day to day business, as well as assisting with business development opportunities and campaigns
  • Client communication
  • Renewal Administration- Drafting emails to clients and Insurers and sending out
  • Business Development
  • Endorsement Administration/Adjustments processing
  • Action and process endorsement requests as required
  • Claims Administration
  • Responsible for the initial emailing out of claim forms to clients and processing new claims in systems
  • Tasking the claim to the relevant Broker to follow up
  • Insurer Management
  • Working with insurers, improve service standards to lift customer sentiment through reduced response times, appropriate and timely decision making, and profitable results for both organisations
  • Establish and manage relationships with key contacts at Underwriters
  • Letters, Forms, and Document Administration
  • Compliance
  • Ensure all processing is completed in line with established processes
  • Complete all tasks in accordance with service standards
  • Providing Quotation
  • Negotiating terms with underwriters/Insurers
  • Efficient with the broking system- Insight, CRM, SCTP, Sunrise
  • Prepare correspondence and reports between our clients and Insurers
  • Administration associated with supporting a portfolio e.g
  • Invoicing, underwriter submissions, managing renewals, binding coverage, issuing policy endorsement and Certificates of currency.

Permanent Shift Manager

ALDI Supermarkets
08.2015 - 03.2022
  • Assisting store management in driving sales and achieving targets
  • Help develop, guide and motivate a capable team of store staff of the highest quality and standard
  • Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
  • Trained and mentored new employees to maximize team performance.
  • Improved overall team performance by effectively delegating tasks and providing clear instructions.
  • Promoted a positive work environment through open communication and constructive feedback.
  • Supervised employees and oversaw quality compliance with company standards for food and services.
  • Minimise costs by tightly controlling inventory losses, quality of contractor's work, minimising staff turnover and maximising productivity
  • Advised new employees on company procedures and policies to facilitate daily tasks and responsibilities.
  • Cooperated with coworkers to improve customer experience and manage storefront.
  • Supervising the efficiency of all processes of a business or organisation, by proactively monitoring general operations.
  • Taking initiative in ensuring that customers are satisfied and employee interactions with customers are positive
  • Monitored inventory levels closely, maintaining optimal stock availability while minimizing waste and costs.
  • Resolving conflicts and troubleshoot issues as they arise
  • Handled escalated customer issues effectively, demonstrating strong problem-solving skills while upholding company values and standards.
  • Handled emergency situations with a calm demeanour, ensuring the safety of both customers and employees during critical incidents.
  • Meeting regularly with upper management to stay up-to-date with organisational changes, issues and improvements and communicating these to other staff members.
  • Review working roster, stock levels, promotions and activities to ensure adequate staffing, resources and communication for the shift
  • Collaborated with other Shift Managers to maintain consistency in policies enforcement across all shifts, fostering a cohesive workplace culture.
  • Respond to first aid and/or emergency situations to ensure staff and patron safety.

Real Estate Apprentice

HtWills
01.2019 - 06.2019
  • Greeting clients, answering the telephone, and making follow-up calls
  • Preparing correspondence, scheduling meetings, and making travel arrangements
  • Preparing real estate forms and documents
  • Coordinating showings, assisting at open houses, and obtaining feedback
  • Ordering supplies, preparing and distributing marketing materials (advertising)
  • Maintaining electronic and paper filing systems
  • Preparing listing materials and posting property listings
  • Managing a client database and preparing reports
  • Assisting with closing processes
  • Performing other duties as assigned.

Education

Bachelor of Property Valuation - Property Valuation

TAFE
Ultimo, NSW
02.2019 - 12.2024

Diploma of Business - Business

TAFE NSW
Ultimo, NSW
06.2018 - 12.2018

Certificate IV in Business - Business

TAFE NSW
Ultimo, NSW
02.2018 - 12.2018

Bachelor - Management of Biotechnology

University of St Kliment of Ohrid
Bitola, North Macedonia
06.2008 - 06.2014

Skills

  • Client Relationship Building
  • Account Management
  • Time management
  • Pipeline Management
  • Attentive listening, empathy
  • Multilingualism
  • Data entry
  • Marketing, promotions & advertising
  • Strategic thinking
  • Positive attitude
  • Goals and performance
  • Communication skills
  • Tech-Savvy
  • Critical thinking
  • Teamwork and Collaboration
  • Organizational Skills
  • Troubleshooting and research
  • Multitasking Abilities
  • Task Prioritization
  • Opening and closing procedures
  • Processing payments
  • Team Collaboration
  • Adaptability and Flexibility
  • Self Motivation
  • Professionalism
  • Time management abilities
  • Continuous Improvement
  • Client relations
  • Business acumen
  • Market research
  • CRM Software
  • Insight
  • ZOHO

Accomplishments

2023 Delivering Aon United (DAU) IQ Series

August 2023 to October 2023

10 week training program - Program designed to learn how to deliver the entire firm to clients, presentation and storytelling skills and grow their brand.

Key features of the series:

•Sample of workshop topics includes: ESG, Cyber Risk, AGRC Triple Point Analysis and Climate Risk/Parametric Solutions.

•CPD Points

•Small group presentation

2023 NIBA MENTORING PROGRAM

August 2023 to October 2023 Broking

The NIBA Mentoring Program caters to young professionals in the general Insurance Industry, offering them a platform to grow and excel. • To enhance the Industry knowledge, establish clear development objectives, and reach new heights of achievement by engaging in dynamic mentoring partnerships with experienced industry leaders.

Broking Tier 1 Rg146 Accreditation

August 2023 to December 2023

•Provide advice in insurance broking.

•Meet compliance requirements relating to insurance broking.

Certification

  • Full Driver Licence
  • NSW Property Certificate of Registration
  • 2023 Delivering Aon United (DAU) IQ Series
  • 2023 NIBA MENTORING PROGRAM
  • Broking Tier 1 Rg146 Accreditation

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Quote

Every problem is a gift—without problems we would not grow.
Tony Robbins

Timeline

Account Executive Insurance Broker

Aon
06.2024 - Current

Account Service Specialist Insurance Broker

Aon
03.2023 - 06.2024

Assistant Account Executive

Master Builders Insurance
10.2022 - 01.2023

Bachelor of Property Valuation - Property Valuation

TAFE
02.2019 - 12.2024

Real Estate Apprentice

HtWills
01.2019 - 06.2019

Diploma of Business - Business

TAFE NSW
06.2018 - 12.2018

Certificate IV in Business - Business

TAFE NSW
02.2018 - 12.2018

Permanent Shift Manager

ALDI Supermarkets
08.2015 - 03.2022

Bachelor - Management of Biotechnology

University of St Kliment of Ohrid
06.2008 - 06.2014

Hobbies

MMA, Weightlifting/Bodybuilding, Salsa dances. 

Similar Profiles

CREATE PROFILE
Pece Atanasovski