Summary
Overview
Work History
Education
Skills
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Rosanna Polestico

Rosanna Polestico

Landsdale,WA

Summary

Dynamic leader with a proven track record at Zenith Insurance Services, excelling in client services and strategy development. Spearheaded initiatives that significantly enhanced client base retention and portfolio management, achieving high customer satisfaction. Skilled in financial acumen and rapport building, adept at fostering long-term client relationships and driving business growth through analytical problem-solving.

Overview

21
21
years of professional experience

Work History

Client Manager

Lockton Australia
08.2022 - Current
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients
  • Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication throughout
  • Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
  • Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Analyzed customer needs to provide customized insurance solutions.
  • Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
  • Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
  • Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Contributed to company growth through participation in industry events, conferences, and seminars promoting our services.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Met with prospective customers and business owners in homes, businesses, and other settings.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Maintained high standards of customer service by building relationships with clients.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
  • Coordinated resources effectively to meet project deadlines and achieve desired results.
  • Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
  • Provided ongoing support to direct reports, addressing concerns or questions promptly so they could remain focused on their tasks.
  • Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
  • Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.

Motor Claims Consultant

CGU Insurance
11.2003 - Current
  • Reviewed policy applications for accuracy, identifying errors that could impact future claims processing or payouts.
  • Examined claims forms and other records to determine insurance coverage.
  • Increased efficiency in claims handling by developing streamlined processes and procedures for the team to follow.
  • Coordinated with repair professionals to ensure quality workmanship and timely completion of repairs on insured properties.
  • Assisted policyholders in understanding the complexities of their coverage plans, helping them make informed decisions about their claims.
  • Reduced claim processing time by efficiently investigating and evaluating insurance claims.
  • Coordinated prompt payments to clients after successful settlement negotiations were reached.
  • Answered customer questions regarding deductibles.

Senior Account Manager

Zenith Insurance Services
09.2007 - 08.2022
  • Provided extensive support in sales, technical and business areas to key accounts.
  • Conducted regular reviews of each managed portfolio''s performance against objectives/targets – taking corrective action as necessary if any shortfalls were identified.
  • Built relationships with customers and community to promote long term business growth.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Contributed to team objectives in fast-paced environment.

Education

Diploma In Financial Services (Broking) -

Mount Lawley Senior High School
Mount Lawley

Skills

  • Client Services
  • Team Oversight
  • Strategy Development
  • Financial Acumen
  • Customer Service
  • Time Management
  • Customer Portfolio Management
  • Staff Training and Development
  • Client Base Retention
  • Analytical problem solver
  • Rapport and relationship building
  • Account Servicing

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Rosanna Polestico