Experience

AMI Insurance

• New Zealand
• Insurance
• 1 - 100 Employee

• Personal Insurance Consultant

  • Mar 2014 - Present

  As a Personal Insurance Consultant at AMI I provide a comprehensive insurance service to customers, ensuring customers needs, wants and values are clearly understood and met by arranging appropriate policies and at all times working in the best interest of AMI Insurance. A Personal Insurance Consultant is a pivotal role within AMI. It is essential that a Personal Insurance Consultant builds and maintains AMI's customer relationship on a day to day basis, from policy quotation through to claims processing. The role entails being friendly, approachable and professional in all interactions with existing and potential customers. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Transfer Agent

  • May 2013 - Jul 2013

  •Providing an excellent Customer Service to our clients •Involved in the end-to-end life cycle of processing a trade order received from distributors and clients •Verifying the subscription and redemption orders, keying orders into the system, processing payments, and sending out daily and monthly reports •Respond to client queries on operational targets •Meeting client SLA & KPI requirements •Work accurately and in a courteous, clear and professional manner •Gather all outstanding documents and complete all checks in order to ensure Anti Money Laundering laws have been met Show less



Eishtec

• Ireland
• Outsourcing/Offshoring
• 1 - 100 Employee

• Customer Service Representative

  • Jan 2013 - May 2013

  •Handle Customer enquiries across a broad range of topics •Deliver outstanding performance in the Contact Centre by consistently striving to exceed agreed targets •Prepare Reports •Have strong and detailed focus on performance whilst at the same time working within a team environment •Use questioning and listening skills to make judgement on the best solutions or action to a customers query •Be proactive and proficient in promoting products, services and solutions at all time •Perform all duties in an efficient, professional and courteous manner Show less



123.ie

• Ireland
• Insurance
• 100 - 200 Employee

• Insurance Sales Executive

  • Jul 2012 - Jan 2013

  •Worked as part of an outbound cross sales team •Achieved high sales target levels •Handled Multiple tasks in a deadline sensitive environment •Developed an maintained pipeline •Created and identified new leads for different lines of business •Provided friendly and efficient service to customers •Worked as part of an outbound cross sales team •Achieved high sales target levels •Handled Multiple tasks in a deadline sensitive environment •Developed an maintained pipeline •Created and identified new leads for different lines of business •Provided friendly and efficient service to customers



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Market facing Underwriter

  • Apr 2009 - Oct 2010

  •Deliver telephone based support to brokers, agents and customers on both personal lines and commercial line products •Identify a potential customers Insurance needs and meet these need by providing quotations •Process endorsements, mid cycle changes, payments and deal with and customer queries •Achieve high sales targets •Work as part of a team focused on the achievement of challenging service levels •Developed and maintained agency and broker relationships •Keep upto date on Insurance Industry and legal requirements •Handle multiple tasks in a deadline sensitive environment •Strong contribution to the attainment of financial and operational targets •Specialised in renewals for both personal lines and commercial lines products Show less