Jessica James-Leighton
Senior Client Services Manager at Core Wealth Advisors Pty Ltd- Claim this Profile
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English Native or bilingual proficiency
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German Limited working proficiency
Topline Score
Bio
Credentials
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Advanced Diploma of Financial Planning
Kaplan Professional (Australia) -
Diploma of Financial Planning
Kaplan Professional (Australia) -
Diploma of Insurance Broking
ANZIIF
Experience
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Core Wealth Advisors Pty Ltd
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Australia
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Financial Services
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1 - 100 Employee
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Senior Client Services Manager
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Jul 2019 - Present
I enjoy assisting clients with all aspects of financial planning, with a particular interest in insurance and risk protection. I am passionate about providing a high level of service and support to our clients. I enjoy assisting clients with all aspects of financial planning, with a particular interest in insurance and risk protection. I am passionate about providing a high level of service and support to our clients.
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Client Services Manager
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Jul 2014 - Jul 2019
I support the financial planning side of the business by completing the back office tasks for advisers and clients, such as producing statements of advice, completing personal insurance applications and follow ups, answering client enquirers, preparing review agendas and upcoming client files, and a broad variety of other functions as needed. I also have been given the opportunity to look after our general insurance clients with My General Insurance Group, and am an Authorized Broker of Westcourt General Insurance Brokers. I enjoy providing clients with quotes for both their domestic and business needs, and assisting with claims and risk management.
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Budget Direct
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Insurance
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Sales Associate
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Oct 2012 - Jul 2014
I enjoyed speaking to thousands of customers inquiring about new insurance policies, and provided quotes as required. I enjoyed speaking to people from all areas of Australia, and enjoyed the aspect of having KPI's to meet and beat. Budget Direct was an excellent company to work for, with a wonderful training program, however, I wanted to further pursue my career in personal insurance and financial planning services, and as such, I needed to look for a new opportunity, which I found with My Financial Group Health.
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Allianz Insurance
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United Kingdom
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Insurance
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700 & Above Employee
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Sales and Service Associate
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Oct 2011 - Oct 2012
I worked in both sales and retention for the direct branch of Allianz, and provided quotes for new domestic insurance clients, as well as assisted existing clients with their policies and renewals. I was also promoted to a newly created Senior Insurance Specialist team as well, where I was able to answer inquiries from other associates on products and processes, as well as was the first point of escalation for customers with complaints. I thoroughly enjoyed working at Allianz, however, I moved to the Sunshine Coast and thus looked to find work a little bit closer to home.
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Edelweiss Lodge and Resort
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Germany
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Hospitality
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1 - 100 Employee
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Wellness Club Supervisor
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Aug 2007 - Aug 2011
I led a team of up to 25 members to provide a 5 star experience for our resort guests, who were NATO troops and their families from all over the world. As a team, we looked after the wellness facilities, as well as provided spa for our very deserving guests. I enjoyed working with team members and guests from all around the world, and learned a lot about various cultures.
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Resort Attendant
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Aug 2004 - Aug 2007
I worked as a resort hotel attendant after first arriving in Germany. This had a broad range of responsibilities, including cleaning and maintaining public areas of the hotel. After 6 months, I began working specifically in the wellness club, as I enjoyed talking to our guests and providing advice on our various programs, as well as our local area.
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Education
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1999 - 2004
Western Michigan University
Bachelor of Business Administration (B.B.A.), Specialized Sales, Merchandising and Marketing Operations
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