In January 2021 I moved into the Existing Business space where my role has been to ensure clients who go through our yearly review process are followed up, assisted in making changes and ensuring these changes are made in an accurate and timely manner.Part of this role has also been reviewing all clients who hold health cover, on a yearly basis. Ensuring their premiums are still at a manageable level for them and offering them options to manage their premiums, if they require them… Show more In January 2021 I moved into the Existing Business space where my role has been to ensure clients who go through our yearly review process are followed up, assisted in making changes and ensuring these changes are made in an accurate and timely manner.Part of this role has also been reviewing all clients who hold health cover, on a yearly basis. Ensuring their premiums are still at a manageable level for them and offering them options to manage their premiums, if they require them. Following on from that I assist them making any changes they require - this includes migrating their policy to a more beneficial one or making changes to their excess levels.Between January 2022 and March 2022 I also took over the Client Services role whilst we had staff changes. This saw me starting at the beginning of the RIVAL Wealth process from client prospect right through till the applications & underwriting stage. Here I was managing 6 advisers, their diaries, booking appointments and ensuring compliance documents were sent and completed at the correct point in the process. This involved a lot of following up and keeping advisers to a timeframe to ensure a great customer experience for our clients.In March 2022 I also took on the role of Group Scheme Administrator, in addition to the Health and Client Review Specialist position. We had a very loosely followed process in this space, so alongside the advisers we developed and implemented a process, which ticks off areas of compliance for both bringing on board new group schemes as well as servicing and managing existing ones through the renewal and continuation processes. I assist the advisers with all group scheme administration, ensuring follow ups are completed and continuations and renewals are completed on time. I liaise with the key contact at the group scheme business as well as the insurer - making myself the go between for all parties. Show less

Three months in to my time with RIVAL Wealth, I was promoted to Underwriting & Claims Manager. In this role I was responsible for ensuring a seamless experience for our clients who had applied for risk cover with a variety of insurers and was the go between for advisers, clients and the insurance companies. This role demanded a high level of attention to detail - ensuring all requirements were met in a timely manner so that clients could be moved through the underwriting process accurately… Show more Three months in to my time with RIVAL Wealth, I was promoted to Underwriting & Claims Manager. In this role I was responsible for ensuring a seamless experience for our clients who had applied for risk cover with a variety of insurers and was the go between for advisers, clients and the insurance companies. This role demanded a high level of attention to detail - ensuring all requirements were met in a timely manner so that clients could be moved through the underwriting process accurately and without long wait periods to have their cover accepted. If unacceptable terms were offered by the insurer, I was required to challenge these for the best outcome possible for our clients. In this role I also managed the risk claims process - ensuring that clients in their time of need, didn't have to worry about the details of having a claim approved or paid out.Whilst in this role I also became the PA for the Managing Director - organizing RIVAL Wealth events, managing the office IT issues and booking flights etc for the key stakeholders in the business. I held this role for around a year. Show less

I started at RIVAL Wealth in May 2019 in the role of New Business Specialist. This was my first foray into the insurance space and gave me a solid understanding of how risk insurance works and the relationship between advisers, insurers and clients.The main part of this role was managing the onboarding process for new RIVAL Wealth clients - ensuring compliance standards were met when submitting applications, as well as managing ACC and KiwiSaver for our clients - this included AML for… Show more I started at RIVAL Wealth in May 2019 in the role of New Business Specialist. This was my first foray into the insurance space and gave me a solid understanding of how risk insurance works and the relationship between advisers, insurers and clients.The main part of this role was managing the onboarding process for new RIVAL Wealth clients - ensuring compliance standards were met when submitting applications, as well as managing ACC and KiwiSaver for our clients - this included AML for KiwiSaver. Keeping our CRM - Xplan - updated and accurate was also a must.This role also involved ad-hoc admin projects when required.With my experience in Recruitment, I also began helping with the recruitment process which has continued throughout my time at RIVAL Wealth. This is generally writing job advertisements, screening CV's and candidates over the phone, interviewing and then background and reference checking Show less

Virtual Angel is a business I started to assist small to medium sized businesses by taking away the stress of the mundane tasks that they really don't have time for.With my background in recruitment, administration, customer service and my strong computer skills, I have been able to assist my clients in a number of areas, including social media, high yield holiday rentals and blog management.Whilst I still had loyal clients on board, with working full time I was unable to offer them… Show more Virtual Angel is a business I started to assist small to medium sized businesses by taking away the stress of the mundane tasks that they really don't have time for.With my background in recruitment, administration, customer service and my strong computer skills, I have been able to assist my clients in a number of areas, including social media, high yield holiday rentals and blog management.Whilst I still had loyal clients on board, with working full time I was unable to offer them the level of service I prided myself on and so made the decision to close this business in January 2021. Show less

For a year I managed the short term, high yield, holiday rental property - Shoal Bay Cottage - which is located in located in Bayswater on the North Shore of Auckland.This role involved me marketing the property, utilizing websites such as Airbnb, Bookabach and Holiday Houses, as well as managing the Shoal Bay Cottage Facebook page.I would receive and respond to all rental enquiries, within a 24 hour timeframe, providing potential guests with any information they required and… Show more For a year I managed the short term, high yield, holiday rental property - Shoal Bay Cottage - which is located in located in Bayswater on the North Shore of Auckland.This role involved me marketing the property, utilizing websites such as Airbnb, Bookabach and Holiday Houses, as well as managing the Shoal Bay Cottage Facebook page.I would receive and respond to all rental enquiries, within a 24 hour timeframe, providing potential guests with any information they required and endeavored to confirm a booking for the owners of the property.I would then manage the payment process and I would be the liaison between the owner and the guest in regards to all aspects to do with their stay.I developed excellent relationships with both the guests and the owners and ensured that all payments were made on time and arrival documents and information were sent to the guests, ensuring their arrival was a smooth one.I was on call for any issues which may have arisen during their stay and was able to assist them if they were unable to get something working or they had any questions in regards to local activities, places to eat etc. Show less