Summary
Overview
Work History
Education
Skills
Certification
Disclaimer
Vaccination status
Timeline
Generic

Shivani Sanjay Kansagra

5 Herald Close, Kallangur,QLD

Summary

Open for learning and career opportunities in a competitive environment and contribute positively to organisational growth, thereby accomplishing mutual development.

With over five years in the customer service industry, including valuable experience in the finance and insurance sectors, I have a strong background in handling a diverse clientele with varying backgrounds and perspectives. I am an analytical thinker skilled in identifying and resolving challenges, and I excel at managing multiple tasks efficiently, meeting deadlines by prioritising effectively without sacrificing quality. In my role as a Recoveries and Settlements consultant, I have developed advanced negotiation skills, playing a critical part in securing favourable claim recoveries and settlements. I am proficient in reviewing claims and managing estimates to reduce the net incurred costs - a crucial aspect of controlling overall expenditures while maintaining customer satisfaction and compliance with company standards. This experience has sharpened my ability to analyse claim details strategically, using negotiation to optimize outcomes for both clients and the organization. My work in high-volume contact centres has further strengthened my phone and interpersonal skills, enabling me to deescalate complaints tactfully and empathetically. I am a collaborative team player, dedicated to upholding team goals and supporting collective success, yet I am equally capable of working independently with minimal supervision, consistently achieving results aligned with organisational objectives.

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Recoveries and Settlements Consultant

Suncorp Insurance
09.2023 - Current
  • Manage claims to recover funds from third parties and negotiate settlements, ensuring efficient and fair resolutions
  • In addition, reviewing estimates on claims to reduce net incurred costs

Wealth Service Consultant

Macquarie Bank
  • Assisting financial advisers and clients regarding their wealth management products

Senior Home Loan Service Specialist

Commonwealth Bank of Australia
  • Serviceability assessment, discuss product option to suit customer needs, risk management, home loan maintenance, employment verification and answer other general enquiries related to the home loans

Home Loan Service Specialist

Commonwealth Bank of Australia
  • Home loan maintenance, risk management discuss product options to suit customer needs and answer general enquiries related to the home loans

Home Loan Service Consultant

Commonwealth Bank of Australia
  • Answer general enquiries related to home loans

Home Buying Pre-Qualification Specialist

Commonwealth Bank of Australia
  • Understand and pre-qualify warm leads for new home lending and assign the right lending specialist for their home buying needs

Senior Retail assistant/Console operator

Seven Eleven
  • Promote and monitor promotional items
  • Inventory management, credit conciliation, risk management, operating POS system, maintaining store appearance and much more

Education

Class 12th - Arts stream

St. Aloysius Pre-University College
01.2014

Class 10th -

Sharada Vidyalaya
01.2012

Skills

  • Negotiation and Conflict Resolution
  • Analytical and Problem-Solving
  • Customer Service and Relationship Management
  • Time Management and Prioritization
  • Communication and Interpersonal Skills
  • Data Analysis and Cost Control

Certification

  • Tier 2 General Advice in General Insurance
  • General Advice on Financial products and services
  • Active RSA certificate
  • PTE academic overall score 76

Disclaimer

I hereby declare that the above particulars furnished by me are to the best of my knowledge and belief.

Vaccination status

Triple Vaccinated (Pfizer)

Timeline

Recoveries and Settlements Consultant

Suncorp Insurance
09.2023 - Current

Wealth Service Consultant

Macquarie Bank

Senior Home Loan Service Specialist

Commonwealth Bank of Australia

Home Loan Service Specialist

Commonwealth Bank of Australia

Home Loan Service Consultant

Commonwealth Bank of Australia

Home Buying Pre-Qualification Specialist

Commonwealth Bank of Australia

Senior Retail assistant/Console operator

Seven Eleven

Class 12th - Arts stream

St. Aloysius Pre-University College

Class 10th -

Sharada Vidyalaya
Shivani Sanjay Kansagra