Lisa Baik
Risk and Compliance Analyst at NZ Financial Services Group- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Priscilla D.
I worked with Lisa while she was a Paraplanner at Plus4 Insurance Solutions. I found Lisa to be highly dedicated with up-to-date knowledge of insurance products, needs analysis, underwriting rules/process and claims. A natural 'numbers person', Lisa was able to turn around new plan recommendations and reviews efficiently, whilst maintaining accuracy and the best outcome for the client. I hold Lisa in high regard and have no hesitation in recommending her.
Priscilla D.
I worked with Lisa while she was a Paraplanner at Plus4 Insurance Solutions. I found Lisa to be highly dedicated with up-to-date knowledge of insurance products, needs analysis, underwriting rules/process and claims. A natural 'numbers person', Lisa was able to turn around new plan recommendations and reviews efficiently, whilst maintaining accuracy and the best outcome for the client. I hold Lisa in high regard and have no hesitation in recommending her.
Priscilla D.
I worked with Lisa while she was a Paraplanner at Plus4 Insurance Solutions. I found Lisa to be highly dedicated with up-to-date knowledge of insurance products, needs analysis, underwriting rules/process and claims. A natural 'numbers person', Lisa was able to turn around new plan recommendations and reviews efficiently, whilst maintaining accuracy and the best outcome for the client. I hold Lisa in high regard and have no hesitation in recommending her.
Priscilla D.
I worked with Lisa while she was a Paraplanner at Plus4 Insurance Solutions. I found Lisa to be highly dedicated with up-to-date knowledge of insurance products, needs analysis, underwriting rules/process and claims. A natural 'numbers person', Lisa was able to turn around new plan recommendations and reviews efficiently, whilst maintaining accuracy and the best outcome for the client. I hold Lisa in high regard and have no hesitation in recommending her.
Experience
-
NZ Financial Services Group
-
New Zealand
-
Financial Services
-
1 - 100 Employee
-
Risk and Compliance Analyst
-
Aug 2023 - Present
-
-
-
Kepa
-
New Zealand
-
Financial Services
-
IT Support
-
Apr 2018 - Aug 2023
-
-
IT support / Office Administrator
-
Jul 2017 - Aug 2023
-
-
-
Plus4 Insurance Solutions Limited
-
New Zealand
-
Insurance
-
1 - 100 Employee
-
Paraplanner
-
Mar 2012 - Jun 2017
-
-
Education
-
2022 - 2023
Open Polytechnic of New Zealand
New zeland certificate in Financial Services (Level5) Investment, Investment -
2021 - 2021
Open Polytechnic of New Zealand
Residential Property Lending, Financial Planning and Services -
2020 - 2020
Open Polytechnic of New Zealand
NZ2315 : New Zealand Certificate in Financial Services (Level 5), Insurance -
2018 - 2019
Open Polytechnic of New Zealand
NZ2456: NZ Cert in Business (First Line Management), management -
2004 - 2008
University of Canterbury
Bachelor of Commerce - BCom, Accounting with taxation and managerial accounting -
1998 - 2002
St Andrew's College, New Zealand
High School -
2018 -
Open Polytechnic of New Zealand
Bachelor of Information Technology, Computer Programming
Community
