To grow current client numbers and profitable premium income through the sale of Guild products in order to achieve Business Centre/individual strategic sales targets and to consistently deliver a superior customer service experience.ACCOUNTABILITIES Achieve individual client/premium sales growth and retention targets as per client segmentation Conduct territory/regional visits Maintain and manage relationships and service delivery to assigned clients as per client segmentation. Structure and review annual insurance programs for assigned clients as per client segmentation. Identify and communicate potential sales opportunities to the Business Development team. Action potential sales opportunities generated by Sales and Service Coordinators. Represent and promote Guild at external industry events (Including after business hours functions). Manage/delegate client queries and requests as appropriate. Apply Guild’s underwriting guidelines. Adhere to Guild’s sales and service processes. Liaise with Business Support Centre Team Leader to progress business processes and improved Customer outcomes as required Recognise and communicate process improvements at every opportunity. Action the strategic marketing activities of the company, as directed by the Executive Manager Provide market intelligence via Guild's Competitor Information Forum Complete underwriting surveys and provide risk advice to clients as per the survey guidelines

Accountable for the retention and profitable growth of Key Accounts (clients with a Workers Compensation policy exceeds greater than $200,000), in WA and on a national basis by developing and maintaining relationships with intermediaries, large corporate clients and all internal stakeholders.Accounts manage a portfolio of 37 clients, where a relationship has been built through leverage from the client’s existing broker and ensuring all of the client’s insurance needs are complete.Oversee the entire account management life cycle; handle client inquiries and diffuse challenging situations.Prepare and distribute claims reports, within an efficient timely manner, to brokers and/or clients, as requested through service agreements.Not only aim to retain accounts, also proactively seek out new business opportunities to increase client base. Through the use of standard rates to quote premiums, create and deliver presentations tailored to individual needs and deliver to internal stakeholders and intermediaries, ensuring all relevant parties are informed. Identify and implement profitable innovations and accounts development strategies in alignment with growth and volume targets, to meet operational and strategic requirements in a complex environment. Internal point of contact and administrator to the Key Account Managers.Managed and maintained internal databases, including arranged user access for the online web based reporting tool and an industry market research tool.Co-ordinated all clients Workers Compensation training by maintaining the attendee registers and ensuring only current policy holders attend, by keeping regular communication to all relevant parties, ensuring course runs smoothly. Prepared and distributed all materials related to the client training and update relevant databases.

Assigned and monitored clerical, administrative and secretarial responsibilities and tasks among office staff.Allocated resources to enable task performance and co-ordinated staff activities to ensure maximum efficiency, by ensuring that key performance indicator (KPI) levels were kept above 80%.Recruited office staff, organized orientation and training of new starters.Evaluated and managed staff performance.Coached and disciplined staff including managed internal staff relations. Advised on changes and provided training, tools and techniques to achieve quality.Ensured security and confidentiality of data.Implemented and updated office policies and procedures and ensured all adhered.Analysed and monitored internal processes and implemented procedural and policy changes to improve operational efficiency.Prepared operational reports and schedules, by liaising with all levels of management and staff to ensure that all aspects of the claims handling system were functioning properly.Maintained a safe and secure working environment.Ensured constant communication was maintained with all internal and external suppliers, clients, policyholders and other relevant parties.

From first advice of claim, responsible to manage through to final settlement.Applied specialist knowledge, skills and appropriate behaviours to achieve a successful outcome.Reviewed insurance policy to determine coverage of the claim and that the premium has been paid.Contacted policy holder persons to obtain missing information, if necessary.Investigated, negotiated and settled claims within an agreed authority level, by obtaining information such as receipts, photographs, accident reports, and other related documents and reviewed them for completeness.Communicated decisions made to the policy holder, by providing a clear and understandable explanation advising insurance cover and keeping them informed about the progress of their claim.Arranged for payment to be made on straightforward claims and assessed whether there was a recovery potential.Posted/attached all information to claim file.

Assistant to the Project Finance Department and responsible to review invoices before payment and audit. Ensured invoices were correct and set to appropriate standards, as shown in a hard copy file compared to soft copy file on the desktop. Liaised with auditors and ensured the execution of corrective action and compliance with clients' specifications.Make certain compliance was with national and international standards and legislation, by communicating between the Kazakhstan, American and Camberley (UK) offices and then distributed the file for final audit and payment made.

Industrial Placement - for Certificate of Industrial Studies Assistant Manager to an events company who offer themed corporate Christmas parties at 17 locations around the UK ranging from groups of 10 to 1200 people a night. Prior to the event was required to cold call existing and prospective clients, set up various suppliers accounts for each of the nine sites, work to short and strict deadlines, chase up debtors, prepare and submit marketing to media, proof newspaper wraps before publication and editorials for various magazines, involved the selection and hiring of staff for the Maidstone site from agencies and local universities. On the night of the events was required to ensure that the event runs smoothly, by communicating with Event Manager at the Maidstone site, to make certain all timings are kept to schedule with the kitchen, bar, table/floor staff and security.