Tanya Robertson
Bulli,NSW
Summary
Proven Relationship Manager with a track record of fostering meaningful connections, showcased during tenure at FPES Australia. Excelled in enhancing client satisfaction and retention through exceptional communication and detailed administration. Skilled in managing financials and leading teams, achieving significant improvements in operational efficiency. Demonstrates a unique blend of interpersonal prowess and analytical acumen, driving successful outcomes.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Relationship Manager
FPES Australia
06.2014 - Current
- Onboard, build and maintain relationships with new and existing clients and and over 600 treatment providers.
- Develop strong rapport with clients and providers by actively listening to their needs and providing tailor outcomes.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Facilitated smooth onboarding experiences for new clients and treatment provider, guiding them through program setup and training procedures.
- Strengthened client and provider relationships by maintaining regular communication and addressing concerns promptly.
- Analyse client feedback to identify areas for improvement and implemented changes accordingly.
- Develop and implement strategies for client and provider retention, resulting in increased repeat business, referrals and improved outcomes.
- Responded to client and provider enquiries to resolved concerns to establish trust and increase satisfaction.
- Management of 10 administration staff to oversee daily operations, ensuring timely completion of tasks while maintaining exceptional quality standards.
- Manage provider payments and invoices through Xero, ensuring all providers are paid on time (>$100k per week)
- Invoice all clients weekly, ensuring accurate data and reconciliation is provided
Executive Assistant
Suncorp Insurance
02.2007 - 06.2014
- Handled confidential and sensitive information with discretion and professionalism.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimise time.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Organized and coordinated conferences and monthly meetings.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Processed travel expenses and reimbursements for executive team and senior management group.
Personal Assistant
Commonwealth Bank
01.2003 - 01.2007
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
- Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation.
Education
High School Diploma -
Tomaree High School
Salamander Bay, NSW11.2000
Skills
- Building and maintaining meaningful relationships
- Excellent Communication with all levels
- Team player, team leader, team mentor
- Exceptional attention to detail
Certification
WWC: XXXXXX
Timeline
Relationship Manager
FPES Australia
06.2014 - Current
Executive Assistant
Suncorp Insurance
02.2007 - 06.2014
Personal Assistant
Commonwealth Bank
01.2003 - 01.2007
High School Diploma -
Tomaree High School