Prashant Murugan

Adviser Services Consultant at Zurich Financial Services Australia
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Australia, AU

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Financial Services
    • 400 - 500 Employee
    • Adviser Services Consultant
      • Apr 2021 - Present

      Efficient creation and completion of client and adviser requesst, generating quotes, management of inbound calls from clients and advisers, providing policy information, processing change requests, and assisting advisers in the maintenance of existing Life Insurance policies. Using salesforce and integrated company data management systems and processes to provide effective solutions to clients and advisers, while meeting KPI goals and handling payments, sensitive client information, documents & data management across superannuation, life, total and permanent disability, trauma and income protection accounts.

    • Sweden
    • Retail
    • 700 & Above Employee
    • Sales Advisor
      • Nov 2018 - Apr 2020

      Effective communication with customers and individuals to determine their needs and actively listening to customer issues. POS involving the handling of transactions as well as cashing up at close involving the handling and totalling of receipts and cash. Participated in a rostered work plan to do designated tasks in a certain timeframe, utilising essential time management skills and organisation to effectively complete tasks. The role also involves stock replenishing, occasional visual merchandising and meeting KPI goals with direct communication to and from managers

Education

  • Macquarie University
    Bachelor of Commerce - BCom(prof.Accounting), Bachelor of Applied Finance, Accounting and Finance
    2018 - 2022

Community

You need to have a working account to view this content. Click here to join now