Phear Phoeurn

Efficiently manage client work requests in alignment with agreed service.

Levels, coordinating with various stakeholders to ensure timely action.

Keep track of work request progress and completion timelines, promptly.

Escalating any delays to management.

Maintain open lines of communication with clients, providing regular

Accurate updates to manage expectations effectively.

Support field operations by facilitating optimal field efficiency.

Enhancing customer satisfaction.

Ensure all service request updates are accurately captured.

Communicated in specified portals within deadlines.

Proactively liaise with management to suggest solutions and resolve.

issues.

Analyzed data related to productivity metrics and provided feedback.

• Results-driven professional with expertise in compliance oversight for superannuation, insurance, and communication. Collaborated with SMEs, stakeholders, and Trustees to manage operational tasks, including complaints, breaches, incidents, and claims review. Successfully investigated and resolved issues, implementing corrective actions and preventative measures. Key achievements include:
  
  - Compliance Management: Implemented standard operating procedures, controls, and breach reporting templates.
  - Stakeholder Engagement: Fostered strong relationships with internal and external stakeholders, ensuring client satisfaction.
  - Risk Management: Resolved complex incidents, reducing business losses, and maintaining positive client relationships.
  - Process Improvement: Streamlined administrative tasks, including quarterly data reviews, and invoice preparation.

- Managed compliance and risk for a superannuation fund, ensuring legislative adherence.
- Conducted investigations, implemented corrective actions, and prevented breaches/incidents.
- Collaborated with stakeholders, SMEs, and Trustees on operational tasks and risk management.
- Implemented process improvements, standard operating procedures, and audit controls.
- Developed and maintained relationships with internal and external stakeholders, ensuring client satisfaction.
- Achieved efficient resolution of breaches/incidents, reduced business losses, and maintained positive client relationships.
Key Achievements:
- Implemented a risk management system
- Improved member experiences through communication and retention strategies
- Streamlined administrative tasks

• Fund management, client's relation, and communication.
• Review and authorize processing entries and letters, such as contributions and rollovers.
• Correction of administration errors.
• Review remittance and loading contributions.
• Staff training, motivation, and support.
• Implementing and maintaining processing procedures.
• Workflow management and data entry, meeting set KPIs.

• Internal and external stakeholders' relationship and communication;
• Review, authorise and adjust processing entries and letters, including email responses
• Ensuring accuracy of data entries, meeting KPIs and beyond;
• On-going staff training and during administration transition project;
• Team motivation and support;
• Implement and maintaining processing procedures;
• Investigate and respond to general enquiries and escalations;
• Data entry and document management