Prashant Murugan
Adviser Services Consultant at Zurich Financial Services Australia- Claim this Profile
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Bio
Experience
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Zurich Australia
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Financial Services
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400 - 500 Employee
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Adviser Services Consultant
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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.
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H&M
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Sweden
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Retail
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700 & Above Employee
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Sales Advisor
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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
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Education
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Macquarie University
Bachelor of Commerce - BCom(prof.Accounting), Bachelor of Applied Finance, Accounting and Finance