Experience

Aviso Broking
• Australia
• Insurance Agencies and Brokerages
• 1 - 100 Employee
• Account Manager

  • Nov 2021 - Present

Endeavour Insurance Broking Group
• Australia
• Insurance
• Account Manager

  • Jul 2021 - Dec 2021


Sydney Insurance Brokers

• Australia
• Insurance
• 1 - 100 Employee

• Account Executive

  • Aug 2018 - Jul 2021

  · Work on renewals, quotations, endorsements and cancellations for a varied portfolio of SME clients · Proactively manage client relationships and identifying their requirements · Timely and accurate production/processing of invoices, policy accounting information, quotations, premium calculations, certificates of currency and all other documentation · Maintain sound relationships with clients, underwriters, and other stakeholders · Provide tailored Insurance Advice and build long standing trusting relationships Show less



WBS Technology

• Australia
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Assistance Project Manager

  • Mar 2018 - Aug 2018

  · Attending client meetings to define the scopes of work· Site visits & inspections· Dealing with authorities on projects & subcontractors· Project planning and management of projects including scheduling and cash flow management skills

• Sales Assistance

  • Jan 2018 - Mar 2018

  • General Office administrative duties• Complete and check the order filing and documentation• Liaise with customers via phone and email• Assist with pick, pack and dispatch of orders• Received product returns into warehouse and assist in preparing products to be cleaned and ready for dispatch• Assist with online store product management



Colonial Financial Services Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Jul 2014 - Jan 2018

  • Establishing and maintaining effective relationships with clients and Underwriters • Negotiating with Underwriters • Handling all processing duties including renewals, endorsements, new business quote, Certificates of Currencies etc.• Keep abreast of large or complex claims made by clients and assist claims staff in the negotiation of settlements • Manage a portfolio of strata, public liability , professional indemnity & workers compensation policy, domestic and commercial clients• Identifying and assessing risk exposures and source appropriate policies accordingly Show less

• Assistant Account Manager

  • Apr 2012 - Jun 2014

  • Processing insurance-related forms and documents • Liaising with clients and third party insurance professionals • Assisting with new business quotes and renewals and administration duties • Managing accounts receivable• Processing of payments• Allocating payment to debtor accounts and invoicing debtors• Generating statements and data entry duties.