Debbie Place Email & Phone Number

Auckland, Nz

Auckland, Nz

Auckland, New Zealand

Specialising in Wealth Products: Kiwisaver, New Zealand Retirement Trust, AMP Investment Trust, Saving and Investment Portfolio, AMP Managed Funds.

Auckland, New Zealand

Life, Trauma, Disability and Income Protection upsell to clients.House, Contents and Vehicle upsell to clients.Kiwisaver advice to clients.Product Upsell to both Adviser and Broker clientsReview General Insurance clients

Auckland, New Zealand

Work with Advisers to provide retention solutions to Wealth Protection customers who are at risk of leavingCall clients in response to identified retention triggersCapture customer and adviser insights in relation to retentionCollaborate with Customer Services, Product and Distribution teams to share knowledge and respond to retention opportunitiesAchievements:AMP Celebrate Quarterly Award for Contribution to the BusinessMarch 2015 Monthly Inspire Supreme Award Winner

Auckland, New Zealand

Coach team members on handling difficult client calls and handle escalationsDaily authorisation and checking of team process tasks. Providing feedback to team members, identifying trends and communicating to management teamCoach team members in better time management proceduresPerform quality checks and record and provide feedbackMentor staff members to achieve AMP BehavioursAnswer Existing Business technical questions and provide supportInvestigate, respond to and resolve customer complaintsResearch and prepare Early Withdrawal presentations to TrusteesAchievements:Managed a Conventional team from 2009 until the introduction of BPMS, December 2011

Auckland, New Zealand

As required, act as an escalation point for difficult/complex customer interactions and resolve concernsProcess and authorise Conventional tasksMaintain allocated reportsAssist colleagues in reducing WIP tasksAchievements:Promoted to Team Senior for Customer ServicesManaged company and adviser relationships during the Administration team transition to Auckland

Auckland, New Zealand

Train Repossession Agents effective tracing methodsLocate debtors, which could not be located by Repossession AgentsAnalyse loan contracts, loan log notes, Motorchek, Baynet, PPSRContact by telephone, all debtors references and acquaintancesUpdate Finance Companies on the status of their clientsUpdate Company Website with GNA research findingsPrepare final reports for clientsAchievements:Ability to locate debtors that Repossession Agents could not locate to enable successful repossessionsCompany Trainer in effective tracing techniques

Auckland, New Zealand

Management of overdue loans from 30 - 120 daysManagement of overdue Second MortgagesTaking inbound calls for overdue loansMaking outbound calls requesting paymentMonitoring prepossession noticesReferring accounts to Debt Collection Agencies or for RepossessionNegotiate payment arrangementsLiaise with Budget Advisers, Official Assignees and Field AgentsAchievements:Assisted in the training of new staff