Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

SHARON HODGSON

Erina

Summary

I’m a creative professional with a strong focus on customer service and client relationship building. I have a proven ability to communicate effectively with clients, colleagues and suppliers, ensuring operational efficiency and team collaboration. I have experience in delivering staff training and contributing to business goals and targets through strategic problem-solving. I have a great eye for detail and I’m recognised for my loyalty and dedication. I enjoy working as part of a team, and am equally comfortable working remotely on my own.

Overview

34
34
years of professional experience
1
1
Certification

Work History

Insurance Broker Account Manager

Goldstraw Insurance Partners
04.2023 - 11.2024
  • The primary focus in this role was the retention of the existing book of business, providing tailored insurance solutions for small to medium sized businesses to meet client needs and enhance satisfaction, with an additional focus on growing the business.
  • This included building relationships with both clients and underwriters alike, re-marketing and issuing of insurance covers, negotiating premium rates and policy terms.
  • Analyzed market trends to identify competitive insurance products and pricing strategies.
  • Streamlined documentation processes, improving efficiency and accuracy in policy issuance.

Cafe Cook & Baker

Humble Pie Kitchen
08.2022 - 09.2023
  • Fast paced kitchen, responsible for preparing the kitchen ready for breakfast and lunchtime services. A versatile role which encompassed cooking, baking, front of house, including stock control, food rotation, ordering of supplies as well as the daily deep clean of the kitchen. This was a very physical and high energy role.

Mortgage Services Consultant

Computershare
10.2018 - 06.2022
  • Working within the Document Management Imaging Team handling large volumes of incoming documentation and allocation in a timely manner with a high level of accuracy and an acute attention to detail to meet the company SLAs.
  • Within the department I worked in different teams gaining exposure and experience in both Deeds & DSARS (Data Subject Access Request) compiling and providing a full history of any records and documentation held on the mortgage account to the Customers, Claims Management Companies or Solicitors, as well as liaised with client’s and solicitors ensuring that Title Deeds are retrieved, checked and released to the appropriate solicitor to finalise the sale of properties or redemption of a mortgage.
  • I also spent time working on secondment to assist with the finalisation of Payment Protection Insurance claims.

Client Services Account Coordinator

OnePay
10.2017 - 09.2018
  • My key responsibilities were to manage, review and input all client applications received and upload to the live system. Review and respond to incoming client calls and email enquiries professionally and efficiently, ensuring all clients receive a high level of service whilst developing and sustaining effective relationships during the on boarding process for new clients and existing clients.

Retail Shop Manager

Marshall & Marshall
11.2015 - 07.2017
  • Responsible for the day to day running of the shop including open and close, and end of day cashing up process. I worked unassisted, liaising with the owners only to keep them abreast of stock levels. I took care of deliveries along with dressing the store, including exhibiting our merchandise in the shop front window displays.

Insurance Underwriter

Allianz Insurance
08.2014 - 04.2015
  • Provide Underwriting solutions and support to the customer service associates for an existing portfolio of SME packaged business insurance policies within the Bankassurance Division. The role had a strong emphasis on retention and maintenance to ensure a profitable book of business. Handling both mid-term policy changes along with policy renewal reviews.
  • The role was based on both written and verbal communications which required a high standard of computer skills, excellent telephone manner and a strong level of organisation and time management in a fast paced environment, delivering instructions in a clear, concise and unambiguous manner.

Insurance Broker Account Executive

Andrews Insurance Services Pty Ltd
09.2001 - 12.2013
  • Responsible for handling all client enquiries and provide insurance solutions for small to medium enterprises. This involved gaining knowledge and understanding of various industries and their business operations, thus enabling me to provide professional advice and develop insurance programs that best supported their individual needs.
  • My primary role was to focus on the retention of the existing client base which I had successfully retained approximately 90% of policyholders over the 12 years of my employment. This involved the marketing and processing of insurance renewals, obtaining quotations and the placement of new business. Liaise with both clients and underwriters to negotiate premium rates and policy terms.

Business Insurance Consultant

Zurich Financial Services Australia Limited
09.1999 - 09.2001
  • Underwrite insurance solutions to small businesses, identifying their needs and concerns to develop a complete business insurance package best suited to their needs. In this role there was a strong emphasis on sales and underwriting.
  • Provide clients with a valued solution and expert advice, whilst maintaining a high level of service and support on an ongoing basis. Work closely with Management and Senior Underwriters and adhere to all procedures in order to write low risk profitable business. Show competency in my knowledge of resource material and other business tools.

Customer Service Officer

Royal & Sun Alliance Insurance Limited
06.1997 - 09.1999
  • Customer Service Officer attending to sales, underwriting and policy maintenance including accounts and claims handling for Home, Motor, Travel and Caravan Insurance policies. Handled customer complaints and disputes, whilst adhering to all underwriting guidelines. Trained new staff in systems and procedures and policy wordings and provided support and assistance to my colleagues on technical enquiries.

Logistics Coordinator / P.A / Receptionist

Omron Electronics Pty Ltd
02.1994 - 06.1997
  • Personal Assistant to the General Manager including sales administration, data entry, and customer service. Responsibilities also included leasing with our international manufacturing plants, placing orders and establishing lead times, order fulfilment, ensuring stock was processed into the warehouse and expedited efficiently to a network of distributors and New Zealand branches. Arranged all corporate travel and accommodation arrangements for senior management and overseas visitors, co-ordinated conferences and customer training courses.

Customer Service / Correspondence Officer

The Bradford Exchange Pty Ltd
12.1992 - 01.1994
  • The Bradford Exchange is a collectables company specialising in decorative wall hangings. I was responsible for answering all customer correspondence and enquiries both face to face and over the phone along with taking and fulfilling client orders and returns as they came through.

Receptionist Secretary

Burnett Property Group Pty Ltd
11.1990 - 11.1992
  • Burnett Property Group Pty Ltd is a shopping centre management company overseeing all aspects of a shopping centre, from managing seasonal marketing campaigns (i.e. Mothers Day, Fathers Day, Christmas & Easter) and displays, retail tenancy agreements, as well as cleaning and maintenance of the common areas. I worked closely with the Centre Managers of the shopping centres handling tenant enquiries and complaints, ongoing maintenance requirements and rentals.

Education

ASIC RG146 Tier 1 Insurance Broking Compliance - Insurance Broking

ANZIIF
Sydney, NSW
03-2023

Food Safety & Hygiene Level 3 - Food And Nutrition

Eversley Training LLP
Devizes, Wiltshire, England
08-2022

Food Safety Allergy Awareness Certificate - Food And Nutrition

Eversley Training LLP
Devizes, Wiltshire, England
08-2022

Dip Fin Serv (Broker Tier 1): Insurance Broking - Insurance

National Insurance Brokers Association
North Sydney, NSW
10-2004

Office Administration Diploma - Administration

St Patrick’s Business College
Sydney, NSW
11.1990

Skills

  • Client relationship management
  • Effective communication
  • Complaints handling and resolution
  • Highly organised
  • Self-motivated
  • Proficient in Windows & Mac OS
  • Deliver quality work in challenging environments
  • Team collaboration

Certification

  • ASIC RG146 Tier 1 Insurance Broking Compliance, ANZIIF - Australian and New Zealand Institute of Insurance and Finance, 2023-03
  • Food Safety & Hygiene Level 3, Eversley Training LLP, Devizes, Wiltshire, England, 2022-08
  • Food Safety Allergy Awareness Certificate, Eversley Training LLP, Devizes, Wiltshire, England, 2022-08
  • Dip Fin Serv (Broker Tier 1): Insurance Broking, National Insurance Brokers Association, North Sydney, NSW, Australia, 2004-10

Timeline

Insurance Broker Account Manager

Goldstraw Insurance Partners
04.2023 - 11.2024

Cafe Cook & Baker

Humble Pie Kitchen
08.2022 - 09.2023

Mortgage Services Consultant

Computershare
10.2018 - 06.2022

Client Services Account Coordinator

OnePay
10.2017 - 09.2018

Retail Shop Manager

Marshall & Marshall
11.2015 - 07.2017

Insurance Underwriter

Allianz Insurance
08.2014 - 04.2015

Insurance Broker Account Executive

Andrews Insurance Services Pty Ltd
09.2001 - 12.2013

Business Insurance Consultant

Zurich Financial Services Australia Limited
09.1999 - 09.2001

Customer Service Officer

Royal & Sun Alliance Insurance Limited
06.1997 - 09.1999

Logistics Coordinator / P.A / Receptionist

Omron Electronics Pty Ltd
02.1994 - 06.1997

Customer Service / Correspondence Officer

The Bradford Exchange Pty Ltd
12.1992 - 01.1994

Receptionist Secretary

Burnett Property Group Pty Ltd
11.1990 - 11.1992

ASIC RG146 Tier 1 Insurance Broking Compliance - Insurance Broking

ANZIIF

Food Safety & Hygiene Level 3 - Food And Nutrition

Eversley Training LLP

Food Safety Allergy Awareness Certificate - Food And Nutrition

Eversley Training LLP

Dip Fin Serv (Broker Tier 1): Insurance Broking - Insurance

National Insurance Brokers Association

Office Administration Diploma - Administration

St Patrick’s Business College

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