Jan Berylle Soria Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

- Proactively coordinated and managed tasks and milestones to achieve implementation targeted time frames and ensure goals were achieved- Ensured the completeness and accuracy of documentation required for customer to “go live”- Consulting with new and existing customers to enhance their use of the Flare platform from inquiry or initiative through to scoping and implementation- Assist with researching, designing, scheduling, and implementing education and training documentation projects; develop project plan for creating/updating courseware

Sydney, New South Wales, Australia

- Manage the seamless handover process between Onboarding, Sales and Integrations to ensure the Merchant receives relevant communication and an effortless experience.- Work with Merchants post launch to maximise value through the up-sell of marketing tools and deploying digital assets.- Set up, monitor and adjust campaigns to increase user base and generate sales for Merchants. - Coordinate with cross-functional teams to provide product engineering and development to create a seamless process for Merchants.

Sydney, New South Wales, Australia

Covid-19 Taskforce

- Assist customers across a range of payments and services - Assessing customer and stakeholder needs, entitlements and obligations in order to provide correct and relevant information for the situation - Collaborate and share knowledge with others (technical support officers and other team members) when providing services to meet business needs - Respond to customer enquiries in a timely manner and within defined policy, legislation and guidelines- Undertake computer-based tasks with a high level of accuracy and work output- Undertake calls and work under time pressure, meeting call handling time, customer service time and quality statistics

Sydney, New South Wales, Australia

- Interact with various teams across the broader organisation on a daily basis to receive information on client insurance / risk needs, and mentorship - Regularly interact with Insurers and external stakeholders to enhance client servicing - Using initiative to obtain up to date information regarding all current / upcoming client needs from colleagues to plan your workload according to deadlines / client priorities - Actively participate in insurance policy pre renewal, renewal and post renewal activities including; internal strategy meetings, drafting quotation and placing slips, and creating renewal reports - Support clients and colleagues with additional daily administration activities - Review and analyse renewal information from clients for accuracy, gaps and opportunities - Using new and existing client information / system tools to gather various data to create detailed and complex calculations / reports / documents - Preparing, lodging and invoicing of policies in an accurate and timely manner - Understanding client financials and assisting with credit control - Identifying process improvement opportunities to ensure service standards are exceeded - Understanding and complying with regulated Aon processes and systems - Demonstrate a solid understanding of key products and coverage in policy wordings and be able to explain these to clients and colleagues