Phil Marks Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

• Maintaining accurate files, registers and records to contribute to management reporting and timelyservice and policy issuance• Assisting Underwriters and Senior Underwriters to underwrite new and renewal Financial Linesbusiness in accordance with underwriting guidelines, relevant underwriting authority and AIGprinciples• Completing policy transactions on AIG platforms• Assisting with research on specific accounts as directed by the Underwriter/Senior Underwriter• Assisting in the implementation of the Corporate Strategy for Financial Lines• Ensuring the maintenance & development of solid working relationships with existing & new producingbrokers• Attending client & broker functions when required• Ensuring client service metrics as agreed by Profit Centre and/or Shared Services are adhered to• Supporting Senior and Experienced Underwriters on large complex accounts

Sydney, Australia

Continued with the responsibilities of the Partnerships Coordinator role and the Subject Matter Expert role for World Nomads.Assist customer service and claims teams with routine enquiries relating to policy coverage, procedures and processes in line with underwriting expectations.Affiliate partner analysis against policy coverage to determine relationship suitability.Authorise policy amendments within underwriting guidelines and authority level.Creation of team testing procedures, processes and training documentation for key projects in line with underwriting guidelines.Product configuration for website, email.Review marketing content for correctness as per policy coverage.Provide research and clerical support to key business stakeholders.Support distribution activities by updating the training team & sales team on new or revised products and processes.Maintain up to date knowledge on world events that impact policy coverage.

Sydney

World Nomads Group (World Nomads) was acquired by the nib Group in 2015.Continued with the responsibilities of the Subject Matter Expert role.First point of contact for international travel insurance providers regarding day to day operations.Maintain professional working relationships with international travel insurance providers.Triage issues from international travel insurance providers and then engage internal stakeholders for resolution.Coordinate and distribute reporting for policy sales, amendments, cancellations, claims and escalations.Meeting coordinator for international travel insurance providers and the internal insurance team and sales team; set agenda.Create training materials for internal systems (policy administration, online claims, customer membership) and coordinate training sessions for international travel insurance providers.Update internal systems with correct user information from international travel insurance providers.

Sydney, New South Wales, Australia

Continued with the responsibilities of the Customer Service Representative role.Thorough knowledge of international travel insurance products from the Australia, New Zealand, USA, UK, Canada and Denmark (for other international markets not listed above).Thorough knowledge of business processes and procedures for domestic and international travel insurance providers.Authorised to handle policy amendments within partner guidelines.Support sales team at industry events domestically and internationally.Coordinate sales events domestically and internationally.Review product training materials and feedback prior to partner review.

Sydney, New South Wales, Australia

Start-up employee.Managed travel insurance product inquiries, website navigation enquiries and membership navigation enquiries via phone, email.Managed post purchase travel insurance policy enquiries and policy amendments.Met and exceeded KPI’s.On-boarded new team members for travel insurance product and system information.Developed training documetation.Managed complaints - developed process and documentation for follow-up Ad hoc tasks as required by business stakeholders - sales and marketing, finance, IT, insurance

Sydney, Australia

Leading, motivating and supervising the B2B reservations team to maintain and exceed service and sales targets.Overall management of staff performance, training and development of new and existing staff members.Monitor call volumes and call queues.Ensure all daily tasks are completed.Handling escalated customer service issues.

Banff, Alberta, Canada

Book ski/snowboard lessons, cash handling, sell ski/snowboard lessons, provide lesson information to supervisory staff, provide general resort information to guests, assist in administering 'Lost & Found', carry out desk operations tasks.

Sydney, Australia

Complete agent booking enquiries, provide quotes and general information regarding travel packages, conduct outbound service and sales calls, advise management of service complaints and action taken to remedy, achieve sales/productivity targets.This role also required me to be the Acting Contiki Subject Matter Specialist

Sydney, Australia

Diploma, General Insurance, Pass

Develops specific technical, analytical and interpersonal knowledge and skills required to: - effectively lead a claims or underwriting.

Certificate Iv, General Insurance, Pass

Develops specific technical, analytical and interpersonal knowledge and skills required to: - effectively provide support in handling.

Certificate Iii In Tourism, International Retail Travel Sales

Certificate III in Tourism

Higher School Certificate, High School Certificate

Activities and Societies: Rugby union, touch football, swimmingHigher School Certificate (HSC)