Experience

CoastSure Insurance Brokers

• Australia
• Insurance
• 1 - 100 Employee

• Account Executive

  • Sep 2020 - Present



CRM Brokers

• Australia
• Insurance
• 1 - 100 Employee

• Account Executive

  • Mar 2013 - Sep 2021

  - Creating and maintaining relationship with the customers including planning and attending meetings and knowing about the nature of the business or life of the client;- Making research on the various insurance companies and insurance policies offered by them to help clients in choosing most suitable policy;- Providing advice to clients on risk management and assist them to develop newways to minimize risks;- Negotiated lower insurance premiums on several lines of coverage;- Fostered and maintained relationships with insurers and clients;- Abiding to the company’s principles and policies; protecting the confidentiality and security of customers’ information.



Whitbread Insurance Brokers

• Australia
• Insurance
• 1 - 100 Employee

• Account Broker

  • Mar 2011 - Jun 2012

  • Enhancing the company’s public image through responsive and effective liaison and communication with customers, businesses and other stakeholders.• Collecting information from clients and assessing their risk profiles and insurance needs.• Anticipate the insurance needs of clients, such as policy renewals. • Creating and maintaining relationship with the customers including planning and attending meetings and knowing about the nature of the business or life of the client • Making research on the various insurance companies and insurance policies offered by them to help clients in choosing most suitable policy. • Providing advice to clients on risk management and assist them to develop new ways to minimize risks. • Preparing reports for insurance underwriters and negotiating with the clients. • Renewing or modifying existing policies; • Marketing and making new clients • Advising clients when and whether they need to make a claim on their policies. • Developing and maintaining relationships with surveyors, structural engineers, underwriters, photographers, and other professionals. • Collecting insurance premiums and processing accounts. • Keeping detailed records of each and every policies.



Yellow Brick Road

• Bangladesh
• Education Administration Programs
• 1 - 100 Employee

• Broker Assistant

  • Oct 2009 - Mar 2011

  • Effective management of the client accounts• Management insurance quotes for Yellow Brick Road Branches• Renewals• Abiding to the company’s principles and policies; protecting the confidentiality and security of customers’ information• Renewals• Working closely with senior management to drive strategy• Manage customer expectations within what the company can deliver• Respond to customer requests; identify and define customer problems; lead and own the resolution process• Follow up on client enquiries and maximize and identify new business opportunities• Demonstrate interest in the customers’ personal situation by acknowledging their expressed feelings and concerns



Rural and General Insurance Brokers

• Account Portfolio Manager

  • May 2005 - Sep 2009

  • Proactively identify new business opportunities for the business• Produce weekly, monthly and other regular reports and forecasts on activity levels and progress against targets• Develop and implement account plans• Encouraging customers to provide feedback in order to build trust which leads to stronger relationships. This in turn generates loyalty and customer retention.• Responsible for managing all account functions to ensure efficient operations are in place• Initiate, develop and manage client database• Conducting performance appraisals of account staff• Implementing initiative to improve account team procedures