Tyler McNaught

- Currently managing 1200+ clients

- Ability to cross-sell various BGL products

- Provide training sessions and Product Demonstrations to clients (in person or virtually)

- Collaborating with sales team to identify potential upsell opportunities and expand client base.

- Providing clients assistance when needed and maintaining client relationships through quarterly catch ups

- Enhanced team performance with regular training sessions on product knowledge and customer service excellence.

- Traveling interstate for client face-to-face meetings and or sponsored events.

• Obtaining and retrieving confidential clinical records and or Treating Doctor Reports- for the purpose of finalising life insurance applications and or claims assessments.
• Creating spreadsheets for weekly and monthly reporting to ensure all KPI's are meeting & exceeding required expectations.
• Implementing new strategies and protocols to create a more positive & efficient relationship with our providers.
• Onboarding Hospitals ALL across Australia- including administering specific hospital protocols & processes in a data entry system.
• I single-handily conduct Hospital workshops for the company. Which includes providing a presentation to specific departments within the company (and or the entire company)- as well preparing & conducting workshops for our external clients.
• I also provide one-on-one training to any new starters at the company. Given my overall experience and expertise (across the entire company), I am able to provide first class training to new employees across various departments.
• Providing a friendly and top-tier service to all our clients, customers & providers- as well as handling any challenging situations with professionalism and care.
• My main clients, include organisations such as: TAC, Slater + Gordon, Maurice Blackburn, TAL, Zurich & more.

• Handling inbound/outbound calls from both Insurers/financial advisors & medical clinics
• Providing customer support to internal and external customers in a fast-paced & efficient environment
• Providing first call resolution to all customers
• Handling and resolving customer complaints.
• Ensuring all internal/external emails are actioned by close of business everyday

• Managing a large caseload of 100+ cases per day
• Obtaining Medical Reports/Patient Files from GP's, Specialists and Hospitals.
• Scanning and uploading medical records/reports
• Ensuring KPI's are being met and or exceeded.
• Conducting data reports for the team to senior management every morning.
• Providing outcomes to our clients and ensuring that responses are conducted in a timely manner
• Minimising overdues