Ryan Murphy

• Consistently targeted $25,000 + monthly sales KPI, contributing to strong revenue performance and business growth
• Executed 100+ outbound calls daily across cold outreach, warm leads, and existing client base to maintain a full and active sales pipeline
• Managed the full sales cycle end-to-end, including prospecting, qualification, appointment setting, client onboarding, and closing new business
• Built and maintained strong client relationships through ongoing engagement, upselling opportunities, and proactive portfolio discussions.
• Provided equity and portfolio guidance aligned with client objectives, risk tolerance and internal compliance frameworks.
• Maintained accurate CRM records and pipeline forecasting to ensure consistent follow-up conversion tracking
• Demonstrated strong understanding of market movement and investment trends to support client conversations and drive informed decision making.

Originally hired as a Customer Service Officer, after probation promoted to Claims Manager (Aug 2024)

• Managed insurance restoration claims from initial notification through to completion, ensuring timely and compliant resolution.
• Liaised with insurers, loss adjusters, assessors, customers, contractors and internal teams to coordinate claim outcomes.
• Prepared and reviewed detailed scopes of works, MakeSafe costings, estimates and variations.
• Coordinated restoration, remediation and construction works across multiple active projects.
• Monitored claim budgets, project costs and profitability to minimise cost overruns.
• Managed subcontractors and trades, ensuring works were completed to scope, quality and required timeframes.
• Assessed additional damage and prepared variation requests for insurer approval.
• Maintained accurate claim documentation, photographs, reports, moisture readings and job notes across insurer portals.
• Managed customer enquiries, complaints and escalations while maintaining strong stakeholder relationships.
• Monitored claim progress, KPIs and outstanding approvals to ensure efficient job completion and payment recovery.

• Provided personalised banking solutions to customers across everyday banking, lending, savings and investment products.
• Built and maintained strong customer relationships by understanding individual financial needs and goals.
• Conducted needs-based conversations to identify opportunities and recommend suitable financial products.
• Assisted customers with home lending, personal lending, credit cards, transaction accounts and term deposits.
• Managed customer applications, documentation and compliance requirements in accordance with Westpac policies and regulatory standards.
• Achieved sales and service targets through proactive customer engagement, referrals and relationship management.
• Conducted financial health checks and provided guidance to help customers make informed banking decisions.
• Identified and referred customers to specialist teams, including home lending, business banking and financial planning.
• Resolved complex customer enquiries and complaints while maintaining a high standard of customer service.
• Maintained strong knowledge of banking products, systems, risk requirements and responsible lending obligations.