TARA-LEE MALONE
CRESTMEAD,Australia
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
19
19
years of professional experience
Work History
Account Executive
Honan Insurance Brokers
02.2010 - Current
- Maintained current knowledge of industry developments and regulations.
- Established client trust through consistent follow-up communications.
- Presented detailed proposals to prospective clients, outlining product offerings and pricing.
- Coordinated with external vendors for timely policy delivery.
- Identified process improvement opportunities and implemented effective changes.
- Recommended solutions based on comprehensive product knowledge.
- Managed portfolio of 800 policies, including defect buildings and new developments.
- Trained new staff while providing ongoing team support.
- Delivered reliable assistance to the team, contributing to seamless operations.
- Utilized expertise in CRM systems to streamline account brokerage operations.
- Trained teams across multiple states in CRM system usage to enhance operational efficiency.
Assistant Account Processor
Centrepoint Alliance
10.2007 - 06.2009
- Processed loan applications efficiently, ensuring compliance with financial regulations.
- Processed and authorized new loans
- Provided support to customers via phone calls or emails regarding their accounts.
- Verified customer accounts and updated records with accurate information.
- Created new accounts in the accounting system based on customer requests.
- Trained new staff members on proper use of accounting systems and procedures.
Assistant Broker
Terri Scheer Insurance
02.2006 - 10.2007
- Processed applications, corrections, endorsements, and cancellations efficiently.
- Handled New Business and existing phone calls to enhance client engagement.
- Resolved customer inquiries concerning policy changes and coverage issues promptly.
- Reviewed policy documents for accuracy before issuance to clients.
- Executed administrative tasks including invoice preparation and record updates.
Education
RG146 ASIC Tier 1 Insurance Broking Compliance
ANZIIF
03-2018
RG146 Tier 2 General Insurance (General Advice)
ANZIIF
Skills
- Client relationship management
- CRM software
- Proposal development
- Team training
- Portfolio management
- Communication skills
- Relationship management
- Teamwork and collaboration
- Organizational skills
- Reliability
Accomplishments
- First employee hired to support the launch and growth of the Brisbane office.
- Played a key role in establishing foundational administrative procedures and workflows to support rapid team expansion.
- Collaborated with senior management to implement scalable operational systems, improving internal efficiency and communication
- Adapted quickly to a dynamic environment, balancing multiple responsibilities, including client support, logistics, and office coordination
References
References available upon request.
Timeline
Account Executive
Honan Insurance Brokers
02.2010 - Current
Assistant Account Processor
Centrepoint Alliance
10.2007 - 06.2009
Assistant Broker
Terri Scheer Insurance
02.2006 - 10.2007
RG146 ASIC Tier 1 Insurance Broking Compliance
ANZIIF
RG146 Tier 2 General Insurance (General Advice)
ANZIIF
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