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Tristan Galtieri
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Bio
Experience
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Austbrokers ABS
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Sydney, New South Wales, Australia
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Broking Services Administrator
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May 2019 - Dec 2023
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Sydney, New South Wales, Australia
• Data entry and clerical work– uploading all client files from CBS (old admin system) to ABRESI (new admin system, which uses Microsoft Excel) – account name, client info, financial information and current status and insurer.• Filing – filing insurance renewal emails from various insurance companies into the filing system for easy access.• Admin – Receiving and replying to customer email inquiries, such as sending disclosure letters and tax invoices to clients monthly and then replying to their responses and possible inquiries.
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Education
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2019 - 2022Western Sydney University
Bachelor of Business, Marketing
Suggested Services
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Industry Focus. “Insurance”
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