Sonja Bode Email & Phone Number

Insurance Sales.I provide good old fashioned personal service & can help with all of your Farm, Business, Strata & Personal Insurance needs.

Marlston Hill, Bunbury Wa

Provide Personalised Service and assist clients with Insurance Enquiries.Provide New Business Quotations and assist with Claims enquiries. Prepare New Business Presentation Packages for Rural, Business, Strata and Private clients.Maintain KPI's across all service aspects of the business.Maintain accurate computer records & general administration duties.Training & Mentoring of new team members.Implement Sales and Training Sessions.Awarded for Excellence in Customer Service in 2014 & 2015

Bunbury

Frontline Customer Service & Sales in Financial Products.Manage High Value Client Portfolio’s and maintain large customer deposits of $1,000,000 and upwards. Management of client portfolio’s. Manage complex customer enquiries and Identify customer's financial needs by performing Financial Health Checks. Preparation of Home Loan documents and Contracts. Processing of new Home Loan Files and associated loan contracts and documentation. Processing Additional Securities, Discharge's and Partial releases of securities, ordering property valuation reports and conducting certificate of title searches.Referring clients to Financial Planners and other appropriate specialists.Management of Deceased Estates. Maintain accurate client records and accounts via computer Input and data entry. Maintain company policies and procedures.Meet and Exceed sales targets.Maintain Key Performance Indicator’s.Maintain product knowledge and client confidentiality.

Special Tertiary Admission Test, Obtained Above Average Marks 79%

Education record

Certificate of Secondary Education: Applicable Maths, English Literature, Biology and Art.