Patrick Pen Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

• Customer Service - Oversee KYC onboarding and deliver high-quality service.• Crypto Market Expert - Current with cryptocurrency trends and regulations.• Client Acquisition - Increase client base through targeted outreach.• Client Education - Educate clients on crypto investments, enhancing engagement.• Sales - Surpass sales goals with crypto reports and subscriptions.• Portfolio management - Maintain balanced risk through diversification.• Trade Execution - Accurately manage client trades through DCA utilising limits and stops appropriately.• CRM Management - Optimise lead conversion through CRM.

• Support users navigating blockexplorers such as bscscan, etherscan and polyscan.• Process compensation payments via Metamask.• Respond to user queries relating to Web3 cryptocurrencies swaps.• Support users with wallet security e.g., Ledger and 2FA• Process and validate refunds via Metamask and blockchain explorers

Melbourne, Australia

Nov 2016 - Sept 2018Marketing Analyst• Commence, analyse and reconcile marketing budgets for IAG brands NRMA, CGU, SGIO, SGIC and WFI• Partner with finance to establish and execute budget frameworks and refine ways of working• Prepare and execute operational projects utilising tools such as a lean canvas and BPMNJun 2016 - Nov 2016Business Analyst - Best Practice • Analytical modelling and report generation• Execute optimal operational consistency across all IAG brands, through implementation of best practice• Requirements specification capturing to find problem before solving for solution• Stakeholder managementJan 2016 - Jun 2016Coles Business Development Consultant• Coles Partnership - Maintain relationships and liase with key stakeholders to ensure momentum on negotiations, influence and communications.• Strategic Digital Insurance - Optimising eDM sales by segmenting avaliable data pool.• Campaign Management - Ensure clear design and execution of BTL insurance offers• Sales Disruption - Creating new insurance offers to increase sales and drive profit• Quality Assurance - Deliver quality insurance management to reduce negative customer impacts• Project Management - Capture milestones, timelines, risk and issues to deliver on deadlinesMay 2015 - Dec 2016Claims Consultant• Experience reviewing renewal schedules to confirm cover, sums insured and exclusions for initial determination of coverage.• Aptitude to review a PDS and interpret wordings to correctly understand ambiguous and straight forward claim matters• Maintain claim files of active and archived files of settled claims• Review payments to ensure reasonable litigation management and expense control

Melbourne, Australia

Sept 2012 - July 2014 Business Development Manager• Ensure growth and profit of aligned portfolio• Create and maintain account approach plans using SWOT• Manage broker portfolios to ensure performance and profit• Facilitate training sessions for internal and external stakeholdersFeb 2012 - July 2014Commercial Package Underwriter• Responsible underwriter for a portfolio of $3M• Examining the underwriting degree of risk to ensure premiums reflect the exposure• Supervision of Claim and Survey Handlers to ensure effective management of claimsFeb 2011 to Feb 2012Graduate Program - General Insurance• Completed 14 rotations providing a 'big picture' perspective and knowledge of underwriting and claims including; Procurement, Electronic Business Advisory, Property Surveying, Business Analytics, Operations and Business Development

• Awarded for Highest New Account Growth for 2006

Master’S Degree, Masters Of Business Analytics

• Expanding on data insights and analytical reporting skills

Bachelor'S Degree, Quantitative Economics, Finance And Macroeconomics

• Building foundational knowledge in accounting, marketing, finance, economics and law.