Anviti Boyd
Auckland
Summary
Motivated Account Executive with passion for resolving customer issues to achieve high-level satisfaction. Offering over 5 years of experience with strong track record of exceeding objectives and increasing client retention. Energetic and personable with exceptional communication and presentation skills to develop and maintain successful client relationships.
Overview
6
6
years of professional experience
Work History
Accounts Executive
WTW
09.2023 - Current
- Support the Senior Account Manager to ensure that the client’s risk management and insurance broking programs are administered to ensure the delivery of high-quality services with a focus on client retention.
- Prepare client documentation and understand the clients need to ensure they get the best possible coverage to suit their risk management needs.
- Develop and maintain relationships with insurers, clients and other key stakeholders.
- Negotiate with insurers to ensure we deliver to the risk management needs of our clients at the best possible price.
- Prepare comprehensive renewal reports for our clients insurance programme.
- Act as a key contact person for my portfolio clients to address their queries in a prompt manner relating to their insurance needs.
Claims Advisor
WTW
02.2023 - 09.2023
- Responsible for handling a varied portfolio of complex claims for all North Island and Pacific Island accounts comprising of SME's and large enterprises including Multinationals.
- Develop long lasting relationship with my portfolio of clients to ensure customer satisfaction by providing expert advise backed by in depth product knowledge.
- Conducted presentations for key accounts providing detailed insights on the product and claims process as well as set realistic expectations.
- Customized the claims process to align with the specific requirements of our key accounts.
- Negotiate for clients with insurers and/or insurer-appointed representatives such as loss adjusters and lawyers to get the best outcome.
- Provide claims advice for specific financial lines clients and internal stakeholders in relation to reporting and monitoring of claims activity, claim reviews, claims audit/review and advice on industry claims experience.
- Provide claims-specific inputs to client tender processes, working with the client advocate and meeting with prospective clients as required.
Claims Operations - Specialist - Customer Care
IAG New Zealand
01.2022 - 02.2023
- Responsible for managing claims for a specialized team that handles claims for clients experiencing vulnerability, i.e., family domestic violence, mental health conditions, among other hardships.
- Maintain, build relationships and negotiate with various external and internal stakeholders as required to achieve effective outcomes for our clients.
- Deliver bespoke solutions and diligent service to my book of clients experiencing hardship, and ensure a smooth claims process.
- Review and analyze viable claims requests and distribute it among the team.
- Prepare training material and conducted technical training sessions designed specifically for senior claims specialists to succeed in their new role.
- Spearheaded in launching an advanced reporting system to generate imperative data.
- Delivered Trans-Tasman projects to implement and improve channels for specialists to decompress in their emotionally demanding role.
- Handle high level claims and resolve complaints in an effective and timely manner.
- Guide and educate the wider claims teams enterprise-wide on handling clients experiencing hardship.
Claims Operations, Case Manager - Learning
IAG New Zealand
06.2021 - 12.2021
- Conduct and facilitate training sessions for several induction and upskill groups.
- Responsible for welcoming and managing new employees to ensure they are well adjusted to their new roles and well versed with the company value and culture
- Plan training schedules and create the material for training sessions.
- Identify the knowledge gap and refine learning tools to bridge the gap.
- Conduct evaluations and surveys to measure learning outcomes.
Claims Operations, Case Manager
IAG New Zealand
02.2020 - 05.2021
- Responsible for managing up to 200 claims at a given time and the main point of contact post claim lodgement from inception to closure.
- Co-ordinate with parties involved in a claim including, but not limited to police, investors, loss adjusters, suppliers, builders and ensure effective and efficient completion of the claim.
- Identify and resolve priority and complex claims using all resources available.
- Initiate claims settlement either by arranging for an appropriate action to be taken or approving costs to mitigate the cost of the claim.
- Assist senior claims consultants in handling complex high value claims.
- Provide training and nesting sessions to several induction groups to ensure they are well versed with the claims process and adhere to the companies standards.
- Received delegations for $50,000 for handling motor, home and contents claims within a year of commencing the role.
- Responsible for accepting claims for consultants and for providing support and guidance to them to ensure the claims are progressed correctly.
- Led a campaign across the wider claims team to increase referrals for partnered panel beaters.
Admin & Marketing Assistant
Techwhiz
08.2017 - 05.2018
- Deliver exceptional customer assistance by promptly and effectively providing essential information to clients through various channels, including email, phone, and in-person interactions.
- Prepare sales and purchase invoice through Xero
- Prepare monthly sales report and conduct monthly stocktakes.
- Increased brand awareness by implementing targeted marketing campaigns and social media strategies.
- Responsible for marketing operations, I developed a marketing plan to boost sales, involving email marketing and dealing with potential clients either face to face or via phone.
Education
Bachelor of Applied Management -
Manukau Institute of Technology
Auckland08.2019
Skills
- Client Relationship Management
- Complaint Management
- Contract Negotiation
- Vendor Relations
- Customer Training
- Product Training
- Strategic Problem Solving
- CRM Systems
- Microsoft Office Suite
Timeline
Accounts Executive
WTW
09.2023 - Current
Claims Advisor
WTW
02.2023 - 09.2023
Claims Operations - Specialist - Customer Care
IAG New Zealand
01.2022 - 02.2023
Claims Operations, Case Manager - Learning
IAG New Zealand
06.2021 - 12.2021
Claims Operations, Case Manager
IAG New Zealand
02.2020 - 05.2021
Admin & Marketing Assistant
Techwhiz
08.2017 - 05.2018
Bachelor of Applied Management -
Manukau Institute of Technology