Rachel Grace

• Assisting Director with a portfolio of Commercial clients consisting of Earthmovers, Mining contractors, Construction, Tradesman, SME and domestic insurances.
• Processing of renewals, endorsements, debtors, certificates of currencies on a daily basis.
• Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
• Conducted annual reviews over the phone/meeting with clients of existing policies to update renewal information.
• Analysed risk factors to recommend appropriate coverage levels.

Part Time Basis

• Assisting Director with a portfolio of Commercial clients (SME, Plant & Equipment, Tradesman, Construction insurance)
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Met with prospective customers and business owners in homes, businesses and other settings.
• Processing of renewals, endorsements, debtors, certificates of currencies on a daily basis.
• Managed all claims in the office from collating information from the client, completing claim forms, lodging the claim with the Insurer and monitoring progress of claim, through to settlement in a timely manner.
• Actively following up claims with each Insurer to ensure they are progressing and settled as quickly as possible.
• Maintained claims data in Insight and Officetech system.
• Negotiated with Insurers on settlement agreements to resolve disputes.

• Quoted current and prospective clients with several insurance companies and presented proposals.
• Collaborated with commercial clients to reduce exposures through introduction of new products and modification of existing policies.
• Reviewed clients' policies every year and recommended product additions or revisions to reflect changing needs.
• Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
• Conferred with clients to obtain information regarding policy claims.
• Reviewed coverage and premium options to supply clients with best coverage available.

Educube is a global organisation helping thousands of people across Australia to obtain an Australian qualification based on their previous skills and work experience through RPL (Recognition of Prior Learning.)

• Managing a branch based in Sunshine Coast to qualify applicants who have previous skills and experience however no Australia degree.
• Actively assisting clients collating their evidence to prepare the portfolio for RPL based qualification.
• Holding info session and seminar on an RPL based qualification to spread the message of importance in obtaining the Australian degree.
• Identifying client's requirements, gathering information via needs analysis and generating reports accordingly.
• Active participation in reviewing the clients portfolio to determine the most suitable qualification.
• Managing an office from sales and marketing to client's life cycle.
• Implementing various strategies on sales and marketing through social medias to seminar.

Account Executive managing a portfolio of clients for all their insurance needs and providing assistance with their claims.

• Timely collation and preparation of documents (invoices, proposal forms, declarations).
• Participating in renewal and new business strategies with the other Account Managers.
• Preparing quotation slips based on renewal information and obtaining claims experience verifications from the underwriters.
• Obtaining renewal terms and obtaining alternative quotations for review.
• Preparing Certificates of Currency.
• Assisting in credit control - reviewing statements, investigating inconsistencies, short payments.
• Managing the flow of documentation between client, broker and underwriter - endorsements and variation requests.
• Built and strengthened relationships with new and existing accounts to drive revenue growth.
• Qualified leads, built relationships and executed sales strategies to drive new business.
• Executed successful sales strategies to convert leads into customers.
• Resolved issues promptly to drive satisfaction and enhance customer service.

Since joining AIS Insurance I was promoted from receptionist/administrative assistant to an Account Executive managing my own portfolio of clients with a gross income of $500,000+.

• Managing General Insurance enquiries including both domestic and commercial insurance.
• Claims lodgement and processing with insurance companies
• General customer service.
• Banking
• Receipting payment and EFTPOS transaction.
• Quoting Home & Contents and Motor Vehicles.
• Industry knowledge of domestic and commercial insurance.
• Quality Assurance Processes
• Debtors tracking and processing
• Referral opportunities to clients and colleagues