Proven self starter, Computer literate and substantial knowledge on front & back end operating systems, Time management skills and an ability to juggle and multi task with a substantial or high work load, Sound knowledge on the financial industry, Exceptional communication skills will the ability to adapt to different people and different cultures, Problem solver solution creator, Highly motivated, Team Player, Results driven in all aspects work related and personal, High attention to detail, Strong work ethic, Influential to others, Also a Strong Drive to better myself and progress.
Proactively assisting in the structure and implementation of the Retention department for Blueinc Financial Services. - Implement scripting, guidelines and structure to develop the retention department, Collect data and look at new ways to streamline Retention process, Data Entry, Data collection, analysis, reporting, design and delivery on presentations and power point. - Report and supply requested data and information to head of operations when asked upon on/ prior to due date - Risk profiling, to assist in finding potential risks that may have the potential of impacting the company negatively, and promptly find solutions to streamline workflow in the department. - Retain policies on a day to day basis, to ensure a high level of service is maintained and ensuring the customer stays with Blueinc, enabling us the ability to ensure peace of mind. - Retain Customers that are not happy with something we supplied / complaint or wishes to cancel, To ensure I meet KPI I show a High level of active listening to enable me to resell or problem solve dependant on situations. - Product training and ongoing support for Retention agents to ensure an agent is knowledgeable, confident and calm to deal with the day to day duties of a retention agent. - System testing, sound knowledge on back end web based systems, continuous monitoring to enable improvements to system ensuring easier functionality for the Retention department to have a more user friendly system. - Complaint handling, Complaint resolution to assist in limiting risk to the business. - Receiving inbound and outbound calls. Providing general advice to customers in relation to insurance products. Maintain daily and long term high service level with the company's customer base, to ensure my customer portfolio is kept to date, and to enable a long term relationship. Meet day to day KPI'S along with weekly and monthly as well. - Light collections in relation to Dishonoured / missed payment on policy. - Contributing to the training and development of the team, as this is a new department that has just been newly created the team currently consists of six
Initially started as an outbound Sales agent which I with for eleven months then initially moved to the Retention Department. - Inbound and outbound calls in relation to Retention activity's. - Retain customer policies, - Problem solving, open thinking to enable you to look at creating solutions for the customer. - Data Analysis, collection of customer feedback to assist in development of new product, - Product development, looking at areas needing improvement, creative thinking and problem solving to collect information develop new ideas and forward a Improvement / idea module. - Creating effective spreadsheets data bases to enable collection of information provided by customer. - Professional phone manner and capability to show emotion in the conversation to appeal to customers more. - Highly knowledgeable in all products HFS distribute incorporating Life, Funeral, Accident and Injury, Income protection, and Pet insurance for a collection of several brands. (REAL, GUARDIAN, A.S.I.A, AUSSIE, BUDGET, ACE, CHOOSI, WOOLWORTHS, RSPCA, PRIME PET.) - Liaison with all departments within the business to ensure customer service and that customers request are met effectively and promptly. - Updating and maintenance of clients details and continuously compiling data to allow us to keep accurate records. - Communicating with the underwriter and submitting further disclosure applications on customers behalf. - Assisting with the ongoing development of the team, each team consist of Ten, ongoing support and training for existing and new agents
Management of company portfolio up to one million worth to maintain and manage. - Debt collections for credit card debts. - Investigations into clients in my profile, tracking, skip tracing, use of extensive programs and tools to assist in locating and regaining communication with the clients. - Inbound and outbound calls, - Create and submit legal summons to submit to court. - Complaint handling and dispute resolution. - Data entry. - Problem solving, customer profiling.
Sales and lead generation, - Providing customers with the information for Government scheme in relation to solar energy. - Customer service. - Allocation and appointment setting to ensure company consultants where provided with high quality appointments / leads to close and distribute our product to. - Inbound and outbound calls. - Meet daily KPI'S. - Data entry.
Outbound sales, for several charities with raffle tickets. - Data entry and distribution of tickets sent to customers. - General customer service. - Promotion and delivery on benefits to a customer on what there purchase will be contributing to. - Help in the training of new agents. - Meeting expected KPI'S, goals and targets set out on a weekly basis.
Direct sales in store, providing telecommunication contracts though Sim Plus (Optus) and Virgin, in several retail store locations in Sydney. - Management of stores and staff. - Provide ongoing training for staff new and old. - Distribution of stock between stores, stock takes orders and reports. - Weekly reports for several stores across Sydney. - Meeting personal set KPI'S, and team / store KPI'S. - Data entry, filing and processing of customer applications. - Cash handling and end of day reporting. - Administration duties, general computer skills. - Maintain exceptional customer relations new or old within each retail store.
Training of sales staff/motivational talks and onsite in house training - Advertisement for the company and getting clients interested in advertisement for Modern - Attending appointments state-wide / in house presentation for alarm systems back to base. - Customer service. Servicing existing clients and new. - Ongoing customer relation. - Team weekly reports and relaying them to my management. - Meeting set KPI'S - Other area's I was involved in was roller doors, shutters and roof tiles but mainly focused on Alarm systems. - Organizing with other department's activation, installation and completion right from point of sale. - -Sales and Marketing. Jobs Prior to 2004: 1. Viper direct, my business and friend subcontracting to Hutchinson's telecommunication (At the time it was known as 3 and Orange, ) Distribution and direct sales. 2. CBC Bearings, Retail and factory, general warehouse duties and customer service 3. Bias Boating Warehouse, Retail And General warehouse duties providing and servicing customers boating needs. 4. A.P.B.A: Australian power boat association, Rescue Diving for the power boat racing. 5. Deep Six Diving, Work Experience and volunteer helping out with a retail dive store and learning more in relation to Scuba industry 6. Comusell, Door to Door sales for a distributor of Optus products. 7. 5 Star centre, Kirby Vacuum cleaners, door to door appointment setting and Sales. 8. General labourer, (contractor)
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