Customer-focused professional with over 20 years in the financial sector and public service. Committed in delivering exceptional customer service maintaining high service standards
Flexible approach adapting to changing needs of the business. Reliable,
dependable, and equipped with excellent communication and
organizational skills.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Service Officer - Health Division
Services Australia
Brisbane, QLD
01.2024 - 07.2026
Managed customer inquiries and resolved issues efficiently in line with the APS Values and First Contact Resolution
Maintained customer expectations regarding escalation processes if unable to resolve customer query at first point of contact
Provided guidance on service policies and procedures to customers on a range of services including myGov, Online Services, Medicare Safety Net, Child Dental Benefit Schedule, Australian Organ Donation Register, claims, and enrolling into Medicare both as a new customer arriving into Australia for the first time and newborn enrolments
Adhered to the APS Values
Manage workload throughout the day
Actively participated in team meetings and Daily Standups
Followed ECAT process with every customer, ensuring any fraudulent attempts to access a customer account are reported quickly and through the relevant systems
Service Officer - Service Delivery
Services Australia
Brisbane CBD, Australia
07.2022 - 07.2023
Assessed and used judgement to determine customer needs and requirements, resolving customer enquiries and providing information and options.
Delivered standard core customer services including myGov, Online Services, Basic Card/Income and Enhanced Income Management, and Participation Interviews via telephony and processing.
Processing medical exemptions to agreed service levels
Managing workload throughout the day
Reviewed and verified accuracy of own work to ensure high quality standards.
Promoted Digital Services to customers, enhancing their access to online resources.
Adhere accordingly to APS Values
Team Leader
Adecco - Services Australia
Brisbane CBD, Australia
06.2021 - 06.2022
Completed day to day functions such as return to work conversations, attendance spreadsheets and monitoring adherence to schedules
Monitor and ensure customer service standards are met by the team
Gathered, analyzed, and reported feedback from multiple sources to inform team improvements
Recognized and implemented targeted support for service officers facing behavioral or performance challenges
Served as liaison between departments to facilitate communication between departments ensuring the correct messages are being passed onto service officers
Coached and mentored less experienced employees to enhance skill development and team capability
Ensuring all staff adhere to APS Values
Client Service Manager
Integrated Financial Arrangements Ltd
London, United Kingdom
09.2008 - 01.2017
Developed and maintained relationships with financial advisor firms in North East of England, Scotland and Northern Ireland, through understanding of their requirements
Cultivated relationships with financial advisor firms by engaging in regular communication and understanding their needs. to encourage and cultivate successful ongoing relationships with financial advisor firms
Provided support to financial advisors and their staff in order to develop their understanding of Transact Platform
Managed a team of 30 personnel across 3 teams addressing Offshore and Onshore Bond queries.
Provided holiday cover for Departmental Manager of Offshore Bond Department on Isle of Man
Assisted manager in helping the development of colleagues through coaching and mentoring
Addressed all client queries through various communication channels to ensure prompt resolution and satisfaction. received by phone, email and letter
Handled incoming requests efficiently to meet agreed-upon service standards and enhance customer experience. to agreed service levels
Organized daily tasks by prioritizing workload to ensure timely completion of all responsibilities. throughout the day
Quality checking own work and work of colleagues
Customer Service Associate
M&G Investment Management Limited
Chelmsford, United Kingdom
08.2004 - 08.2008
Dealt with incoming calls from Financial Advisors, Advisors, Policy Holders and 3rd parties meeting agreed accuracy and quality standards across a wide range of products and processes
Resolved concerns with products or services to help with retention
Contributing member of Pilot Team. Taking an active role in service and improvement incentives and projects as required
Resolved product and service concerns, contributing to customer retention efforts
Assisted manager by conducting training and mentoring team members to promote productivity, accuracy and commitment to friendly service
Contributing member of Pilot Team. Taking active role in service and improvement incentives and projects as required
Dealt with client data ethically and in accordance with FCA requirements and in line with TCF principles
Maintained accurate and current customer account data with manual forms processing and digital information updates
Skills
Customer service excellence
Effective customer communication
Attention to detail
Effective workflow management
Problem-solving
Collaboration and teamwork
Written and verbal communication
Active listening
Adaptability and flexibility
Data confidentiality
Accomplishments
Through the use of Smart Action Plans, Coaching and Mentoring I was able to work together with my newly inherited team to help raise their Quality of Service KPI in SP12 from 87.1% (36 errors) to 95.6% Quality of Service in SP13 (8 errors) with no reduction in productivity.
Supervised team of 30 Client Service Managers and 6 Subject Matter Experts for all bond queries.
Certification
CISI Level 3 Award for Introduction to Investments
Sales & Service Coordinator in Hydraulics Division at Darwish Bin Ahmed & Sons Company L.L.CSales & Service Coordinator in Hydraulics Division at Darwish Bin Ahmed & Sons Company L.L.C