Commercial Insurance

Responsibilities:• Promote and provide professional and trusted advise on risk products matched to individual needs in order to offer an added value service to Bank customers, and meet sales targets.• Carry out the Bank’s prescribed needs analysis process (using xPlan software) to identify and meet the customer’s insurance needs.• Carry out ongoing coaching and education of assigned referral sources to identify opportunities and promote all risk products within their set… Show more Responsibilities:• Promote and provide professional and trusted advise on risk products matched to individual needs in order to offer an added value service to Bank customers, and meet sales targets.• Carry out the Bank’s prescribed needs analysis process (using xPlan software) to identify and meet the customer’s insurance needs.• Carry out ongoing coaching and education of assigned referral sources to identify opportunities and promote all risk products within their set area.• Build effective relationships with assigned referral sources in order to maximize the referral opportunities available within a designated territory.• Ensure effective and timely feedback is provided to referral sources in relation to all referrals received.• Identity referral opportunities for other divisions within the Bank through the needs analysis process.• Contribute to the function of a high performing team through participation as part of the Bank Wealth & Insurance Team and through a personal commitment to professional development. Show less

Responsibilities:• HVC’s – Managing the portfolio of over 200 HVC Groups within Otahuhu/Bader branches• Engage – Engaging with my clients by maintaining good relationship and keeping them up to date with any products and services that could benefit them. Get good Engage scores.• Lead Management – To manage system generated leads effectively within the set time frame and create referrals by making WOO calls. Averaging over 96% of the leads every Quarter.• FiNAP – FiNAP’ing… Show more Responsibilities:• HVC’s – Managing the portfolio of over 200 HVC Groups within Otahuhu/Bader branches• Engage – Engaging with my clients by maintaining good relationship and keeping them up to date with any products and services that could benefit them. Get good Engage scores.• Lead Management – To manage system generated leads effectively within the set time frame and create referrals by making WOO calls. Averaging over 96% of the leads every Quarter.• FiNAP – FiNAP’ing clients to understand their overall financial needs and goals and then make recommendations to help achieving their goals• To promote bank products like Loans, General and Risk Insurances, Investments, New Accounts, and providing the World Class Service• Team – To help my team in day to day tasks for any overrides. Educate and motivate them to increase their product knowledge and acknowledge them by appreciating their hard work• Dealing with difficult customers and handling complex queries over the phone and walk in Show less

Responsibilities:• Lending - Home Loans, MLM & Business Banking Referrals, Personal Loans, Credit Cards and Temp & Permanent Overdrafts• Insurances – Home, Contents, Motor , Travel , Flexilife, Life Risk & Medical Cover• Investments – Screening clients for IA products and recommend options• New Accounts – MiniFinaping new/existing clients to create awareness of products and services• Follow ups – Making and answering phone calls for any follow ups and also handling any… Show more Responsibilities:• Lending - Home Loans, MLM & Business Banking Referrals, Personal Loans, Credit Cards and Temp & Permanent Overdrafts• Insurances – Home, Contents, Motor , Travel , Flexilife, Life Risk & Medical Cover• Investments – Screening clients for IA products and recommend options• New Accounts – MiniFinaping new/existing clients to create awareness of products and services• Follow ups – Making and answering phone calls for any follow ups and also handling any complex queries• Contribute in achieving individual, team and branch sales targets• Proven history for providing World Class Service to every client• Educate frontline staff and also building a strong internal relationships as they are the main source of referrals Show less

• Working on the Information, Business, Foreign and Teller counters and concierge to provide world class service to the existing and potential customers and simultaneously looking for opportunities to procure new business and answering any queries from clientsSuccess Awards (Highlights):• Received One Team Champion Award from CBA with $500 worth of Vouchers• Consistent with the results – Number 1CSO every Quarter – Counties Region• Finished 2007 Financial Year – Number 1CSO… Show more • Working on the Information, Business, Foreign and Teller counters and concierge to provide world class service to the existing and potential customers and simultaneously looking for opportunities to procure new business and answering any queries from clientsSuccess Awards (Highlights):• Received One Team Champion Award from CBA with $500 worth of Vouchers• Consistent with the results – Number 1CSO every Quarter – Counties Region• Finished 2007 Financial Year – Number 1CSO of the year – Counties Region• Received an award of $1000 from Branch/Regional Manager for contributing to the Counties Region Show less

Responsibilities:• Calls – Answering calls for ASB and Bank Direct clients for any Insurance and Managed Funds Queries and making outbound calls for any leads/referrals/follow ups• Insurances (General) – Providing Home, Contents, Motor, Travel cover and alterations/endorsements also liaising with IAG for any Pleasure Craft/Bike/GIT/GIS/Underwriting queries• Insurances (Risk) – Providing and promoting Life Risk products to potential clientsSuccess Awards… Show more Responsibilities:• Calls – Answering calls for ASB and Bank Direct clients for any Insurance and Managed Funds Queries and making outbound calls for any leads/referrals/follow ups• Insurances (General) – Providing Home, Contents, Motor, Travel cover and alterations/endorsements also liaising with IAG for any Pleasure Craft/Bike/GIT/GIS/Underwriting queries• Insurances (Risk) – Providing and promoting Life Risk products to potential clientsSuccess Awards (Highlights):• Received Rising Star Award – 2005 (Contact Centre)• Compliments from internal and external clients• Lunch with Business Development Manager for an excellent team work and cross-selling Show less

Responsibilities:• Calls – Answering calls for AA, SIS and Sun Direct clients for any Insurance and making outbound calls for any referrals/follow ups• Insurances (General) – Providing Home, Contents, Motor, Travel, Boat, Bike, GIT/GIS cover and making any alterations or endorsements to the policies also liaising with Underwriting and Claims Division• Contributing to achieving Call Centre Grade of Service and managing calls within the organizations Customer Service… Show more Responsibilities:• Calls – Answering calls for AA, SIS and Sun Direct clients for any Insurance and making outbound calls for any referrals/follow ups• Insurances (General) – Providing Home, Contents, Motor, Travel, Boat, Bike, GIT/GIS cover and making any alterations or endorsements to the policies also liaising with Underwriting and Claims Division• Contributing to achieving Call Centre Grade of Service and managing calls within the organizations Customer Service Standards• Proactively and responsively sell, cross-sell and up-sell the benefits of AA Insurance productsSuccess Awards (Highlights):• Compliments from internal and external clients• Award for maintaining the best grade of service and achieving targets Show less

SkyCity Auckland Ltd (Federal Street, Auckland CBD)Responsibilities:• Hosting Guests and provide excellent service• Problem solving and celebrating wins and major jackpots• Follow and promote SkyCity Way• Maintain positive Attitude and share ideas on improving operations• Managing the floor and to assist and encourage staffSuccess Awards (Highlights):• Award for providing excellent Customer Service with lots of compliments from clients• Certificates for… Show more SkyCity Auckland Ltd (Federal Street, Auckland CBD)Responsibilities:• Hosting Guests and provide excellent service• Problem solving and celebrating wins and major jackpots• Follow and promote SkyCity Way• Maintain positive Attitude and share ideas on improving operations• Managing the floor and to assist and encourage staffSuccess Awards (Highlights):• Award for providing excellent Customer Service with lots of compliments from clients• Certificates for successfully completing the Gaming and Responsible Host course Show less