Experience

• 

  NZ Advice Group

  • Auckland, New Zealand

  • Practice Manager

    • Sep 2022 - Present
    • Auckland, New Zealand

• 

  Sort Out Stuff Practice Management

  • Auckland, New Zealand

  • Practice Manager

    • Mar 2020 - Apr 2021
    • Auckland, New Zealand

• 

  Massey University

  • Centre for Psychology - Albany Village

  • Clinic Administrator

    • Mar 2019 - Dec 2019
    • Centre for Psychology - Albany Village

• 

  Affiliated Business Consultants Ltd

  • Mt Eden, Auckland

  • Regional Sales Support

    • Oct 2014 - Sep 2016
    • Mt Eden, Auckland

• 

  KINGS RECRUITMENT LTD

  • Kingsland, Auckland

  • Recruitment Assistant (Temp)

    • Aug 2014 - Oct 2014
    • Kingsland, Auckland

    Client Liaison, front of house, general administration duties, creating new client records, amending existing client records, scanning documentation to upload (for recruitment consultants) to CRM, typing up potential recruits CVs for forwarding to prospective employers, posting adverts for positions to Seek and Kings Recruitment websites, feature position advert placement for Kings Recruitment website, refresh adverts for positions on Kings Recruitment website on a regular basis.

• 

  Prendos New Zealand Limited

  • Takapuna, Auckland, New Zealand.

  • Property Valuation Client Liaison (Temp)

    • May 2014 - Jun 2014
    • Takapuna, Auckland, New Zealand.

    Contribute to the growth of Prendos Valuations business and standing through excellent client liaison and service provision.Provide exceptional valuation services to both internal and external clients though expediency and accuracy in recording information.Quote on residential valuation and insurance residential valuation requests via website and general enquires phone line.As first point for phone enquires provided excellent customer service by answering or appropriately redirecting initial requests and queries.Positive development of relationships with regular clients/callers.Attended to clients at reception.Ensured company commitments to clients regarding service are realistic, recorded and honoured.Monitor and follow-up on progress of outstanding valuation reports with Valuers'.Provide accurate, complete and consist input of all information recorded in the company database.Generate Invoices and Valuation Engagement Terms and Conditions letters for all valuation jobs before inspection appointment date.Processing of Valuation reports from Word, adding electronic signatures, saving to PDF and securing Valuation report documents in Abode, before sending to client via email, only if invoice paid in advance. Liaison with Accounts Department regarding payment to ensure Valuation reports sent in a timely manner.Advise Directors of Valuers’ performance as necessary.Any additional duties required to ensure smooth office operation accordingly.

• 

  nib New Zealand

  • Viaduct, Auckland, New Zealand

  • Policy Service - Existing Business

    • Jan 2013 - May 2014
    • Viaduct, Auckland, New Zealand

    Senior Administrator in the policy service team is to make alterations for all existing Health insurance policies on nib internal systems BOA ensuring all related administration is efficient and accurate. To pro-actively support the day to day administrative functions of the Processing Team to guarantee the effective and efficient provision of services meet the Customers’ expectations. To offer any assistance or support to other departments within nib as required. To build excellent internal and external relationships by ensuring the free flow of information and resolve any issues and conflict where it arises within the business. Action all requests from Customers who have In Force policies and take the appropriate action required. Develop, maintain and enhance key working relationships with all Customers, Financial Advisers, Insurance Agents and other third parties.Perform alterations to existing policies as requested including Individual and Group policies. Provide and actively recommend enhancements in Customer Service and Operations Departments.Ensure that company procedures and standards are adhered to.Ensure work is up to the quality standard and actioned within Service Line Agreement.Review and update Policy Service Training manuals for procedure processes for new staff reference materials for in-house systems.Assist with training of new staff for in-force individual healthcare policies in Policy Service team.

• 

  TOWER Limited

  • Viaduct Auckland, New Zealand

  • Risk Policy Consultant

    • May 2011 - Dec 2012
    • Viaduct Auckland, New Zealand

    Amendments to all existing individual life insurance policies, updating client details, payments, adding/removing covers or persons insured and everything in between.The nature of the Administrator in the Processing team is to make alterations for all existing Risk and Life policies on TOWER internal systems BOA, NIMS and TALISMAN and ensuring all related administration is efficient and accurate. To pro-actively support the day to day administrative functions of the Processing Team to guarantee the effective and efficient provision of services meet the Customers’ expectations. To offer any assistance or support to other departments within TOWER as required. To build excellent internal and external relationships by ensuring the free flow of information and resolve any issues and conflict where it arises within the business. Action all requests from Customers who have In Force policies and take the appropriate action required. Develop, maintain and enhance key working relationships with all Customers, Financial Advisers, Insurance Agents and other third parties.Perform alterations to existing policies as requested, provide and actively recommend enhancements in Customer Service and Operations Departments.Ensure that company procedures and standards are adhered to.Ensure work is up to the quality standard and actioned in timely manner.Review and update Policy Service Training manuals for procedure processes for new staff reference materials for in-house systems.Assist with training of new staff for in-force individual life, trauma and income protection policies in Policy Service team.

• 

  The National Partnership (TNP)

  • Takapuna, Auckland

  • Business Support Consultant

    • Oct 2010 - Apr 2011
    • Takapuna, Auckland

    Support the management team Managing Director, Director of Operations of TNP to achieve its business goals, To provide support and ideas for continuous improvement, manage Advisers diary and activity through CRM – XPlan, appointments/Reviews - follow up with adviser and client, follow up on arrears, New Business processing, Risk Business manage to completion with suppliers and clients, follow up underwriter requirements, incomplete documentations, signed declarations for both adviser and clients. Generate pending business list weekly.Maintain client and TNP Member records through XPlan eg: Entering TNP Members applications into XPlan and attaching scanned version of application to client record file notes. Logging issues when XPlan not functioning optimally. TNP Members recruitment packs for BDM at adviser meetings. Liaising with suppliers for TNP Member offers new TNP Members join or members leave group. Answering phones overflow, back up cover clear emails, get the mail, order couriers, receive couriers, greet and arrange refreshments for guests/clients/advisers to meetings held at office. Enter new business into TNP Salesbook, pending business changed to in force once policy issued. TNP Coffee Break pod cast. Update XPlan TNP Prospects or TNP Members, maintaining both TNP Prospect and TNP Member databases.To facilitate Webinars (via Skype) to help train advisers how to use XPlan. Answer any adviser queries via phone and email too. Assist in preparation for promotions set up banners for projects, print, photocopy, prepare material for conference, launches, seminars, road shows. Assist Paraplanner in monthly reports mailout and financial reports processing. TNP Institute and TNP Sales School assist with preparing course material. Maintain client and TNP Member records through XPlan. Monthly Funds Under Management (FUM) and Kiwisaver reports prepared for Director of Operations.

• 

  Crombie Lockwood (NZ) Limited

  • Auckland, New Zealand

  • Administrator/Broker Support

    • Jul 2006 - Oct 2010
    • Auckland, New Zealand

    Administrative and excellent customer service to Crombie Lockwood clients in order to maintain the relationship between clients and Relationship Managers. High level of presentation and quality of work at all times. Alternative point of contact by phone and in person in the absence of Relationship Managers, Assistant Relationship Managers, Administration Manager and/or Monument Finance Administrator. Body Corporate Commercial and Residential Property Insurance processing all new and existing policies. Body Corporate Properties Certificates of Insurance Currency faxed to Solicitors. Commercial policy processing (including National Bank and ANZ schemes products)Daily receipting of cheque banking. Petty cash replenishment, balancing and receipting. Processing of new Monument Finance clients, renewa and amendments to existing Monument Finance client’s payment plan schedules.Culling and scanning of Closed Files/Archives, back up of after each session to ensure transfer to public folders successful, reinstate and/or forward files to brokers upon request. To manage client requests by phone, fax or email re-sending policy documentation. Liaise with Underwriters and action requests forwarding missing placing slips by post, fax or email.Preparation of outward daily post. Weekly stationery ordering carried out for the branch for non printed stationary.Aged balance reports, renewal lists and policy schedules prepared for all Brokers monthly. Back up support to reception.General housekeeping, preparation of hot/cold drinks welcome clients. Member of Auckland telephone team. Word processing for Executive Brokers and Branch Director by means of copy typing and/or Dictaphone. Credit Control 14 day and 7 day letters for Administration Manager. Commercial claims cheques with letters sent direct to clients after claim finalised. Assist Domestic team with processing for scheme IKON designed for Chartered Accountants. Strong team player work ethic, reliable and solid worker.

• 

  Financial Holdings Limited

  • Ellerslie, Auckland

  • Accounts Administrator

    • Jan 2005 - Aug 2006
    • Ellerslie, Auckland

    Maintaining accounting transactions for 14 up to 38 finance companies, using Intersoft Legacy software, Finpower, Empower and Microsoft Excel. Entering hire purchase contracts, debtor repayments, investor deposits/withdrawals from bank statements, cash received and cheques into system. Bank reconciliations processed daily. Sending correspondence to debtors e.g. confirmation of hire purchase agreement, copies of automatic payment authorities, manual payment if necessary, to advise hire purchase loan had been repaid and refund cheques due to overpayments. Settling accounts and rebating interest if applicable, maintaining control books to summarise all movements in the debtors’ ledgers. Balance cashbook and hire purchase systems everyday, back up systems regularly, writing and issuing cheques. Maintenance of payments received from debtors through the Direct Debt system. Produced end of month reports, both for internal use and to send to investors. Answering overflow phone calls, answering debtor queries, filing contracts and correspondence. Assisting with Credit control when necessary and liaising with Credit control team. Delivering and collecting mail from post office, relief reception duties, producing letters, faxes etcPulling nil contracts and filing them in the closed files or Bad Debt Ledger archives. Organising the dead files room for all the finance companies dating from 1993 to present, all my co workers and bosses were impressed that they could finally locate files they required if there were any disputes from debtors. Became responsible for our second largest account and restructuring of Legal accounts after order of examination action on a debtor. Known to single handily run the accounts team when members are on leave or fall ill. Can cope under the added pressure of doing more than one role at a time. Ran the direct debits for all Legacy accounts and sent them to the bank whilst updating client database.

• 

  Odyssey House Trust

  • New Zealand
  • Hospitals and Health Care
  • 100 - 200 Employee

  • Youth Worker

    • Jul 2004 - Dec 2004

    Delivered a service that honours Te Tiriti O Waitangi and recognises Maori as Tangata Whenua in accordance with the service philosophy, priorities and objectives of Odyssey House. Promoted this service in the wider community and liaise with whanau, caregivers, clients and community agencies. Participated in the development of programme planning, development of protocols, referral and treatment systems and resourcing the facility. Contributed to the development and provision of a comprehensive, accessible high quality service for young people and their family/whanau who are experiencing difficulties with drugs and alcohol. Provided a safe, nurturing and stimulating environment to meet the individual needs of adolescents in treatment. Presented experiences that will enable adolescents to make a positive and responsible contribution to society now and in the future. Developed a variety of activities suitable to the therapy needs of the individuals and their families in treatment and participate in further training. Facilitated planned group, individual and family work allocated by the programme Team Leader using methods of the therapeutic community to strengthen the development of the community. Produced written evaluations and reports following case reviews and as required by the Team Leader.

  • Teachers Aide

    • Apr 2004 - Jul 2004

    To deliver service according to the Odyssey House philosophy, priorities and objectives. Assist teacher in the implementation of the programme education timetable to ensure a wide variety of well-planned subjects such as Maths, English, Science and History. Supervise and assist individuals’ academic, social and behavioural developments so that educational and vocational goals are furthered. Contributed to the development and provision of a comprehensive, accessible high quality service for young people and their family/whanau who are experiencing difficulties with drugs and alcohol whilst providing a safe, nurturing and stimulating environment to meet the individual needs of adolescents in treatment. Assist the Teacher in the completion of educational assessments. Supervise and help programme participants in the use and understanding of the Therapeutic Community as the method of the programme. Participate in further training; I attended three training sessions whilst in this role. Developed a variety of activities suitable to the therapy and education needs of the individuals in treatment such as weekly trips to local library.