Sharon Stokes

• Retain policyholders during annual renewal period.
• Collected premiums on or before effective date of coverage.
• Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
• Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
• Competent use of insurance broking systems ie. Sunrise, Winbeat and Insight.
• Claims handling from lodgement to finalisation.
• Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
• Tracked progress of all outstanding insurance claims.
• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Assisted clients with claims processing, ensuring a smooth experience during difficult times.
• Contributed to company growth through participation in industry events, conferences, and seminars promoting our services.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Investigated and processed claims swiftly to keep customers satisfied.
• Worked closely with team members to share knowledge about emerging trends in the industry while fostering a collaborative work environment.
• Maintained high standards of customer service by building relationships with clients.
• Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.

• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Researched and identified potential new markets.
• Negotiated favorable terms with carriers on behalf of clients, securing competitive pricing for high-quality coverage plans.
• Identified potential risks in client businesses and recommended appropriate insurance coverage.
• Banking
• Processing of New Business, Endorsements and Renewals.
• Filing, Scanning and Proofing.
• General Customer Service duties including reception and answering phones.

• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
• Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
• Opened and properly distributed incoming mail to promote quicker response to client inquiries.
• Managed filing system, entered data and completed other clerical tasks.
• Bookkeeping and preparation of BAS statements.

Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

• Performed research to collect and record industry data.
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.

• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Researched and identified potential new markets.
• Negotiated favorable terms with carriers on behalf of clients, securing competitive pricing for high-quality coverage plans.
• Met with customers to provide information about available products and policies.
• Developed strong relationships with clients through proactive communication and follow-ups, fostering trust and long-term business partnerships.
• Maximized policyholder satisfaction by efficiently handling claims and providing timely resolutions.
• Conducted annual reviews of existing policies to update information.
• Maintained high standards of customer service by building relationships with clients.
• Calculated premiums and established payment methods for sales.
• Investigated and processed claims swiftly to keep customers satisfied.
• Coordinated with claims adjusters to ensure fair and timely settlements for policyholders, maintaining a high level of customer satisfaction.