David Malo
Auckland,AUK
Summary
A Client Services officer/consultant with an extensive background in customer services in the fire and general insurance industries. Passionate about being part of a successful, productive team, and helping people. Flexible customer service representative offering several years of success in resolving customer concerns and inquiries. Versed in accurately documenting call details and preparing reports. Committed to providing helpful answers and relevant information to retain clients.
Overview
28
28
years of professional experience
Work History
Customer Service Officer – Claims
Tower Insurance
04.2011 - 07.2024
- Lodge & manage claims – House, Contents and Motor Vehicle on 0800...phone calls
- Service existing claims
- Settle claims
- Consistently received positive feedback from customers for keeping them informed, explaining things clearly, and for quick turnaround
- Developed a reputation for delivering superior customer service.
Client Services Officer
Ansvar Insurance
01.1997 - 01.2011
- Deal with all new and existing clients via the telephone and email
- First port of call
- Provide quotes, underwriting and assistance to insurance brokers
- Respond to enquiries relating to domestic insurances (dwelling, contents, motor vehicle, pleasure craft and motorcycle)
- Handle new policies and general queries, and changes to current insurance policies
- Assist with enquiries and requests for quotes received via the website
- Process information on new business policies and/or policy changes.
Customer Services Officer
State Insurance
- Assist customers coming into the office – ‘one stop shop’
- Deal with new policies for fire and general (dwelling, home contents and motor vehicle)
- Sales - Life referrals and finding opportunities for new business or to upgrade cover.
Sales Representative
Combined Insurance Company of America
- Renew existing contracts by collecting a premium
- Cold canvassing for new business.
Education
Some College (No Degree) - School Certificate University Entrance
Mangere College
Mangere, NZSkills
- Customer Focused
- Claims Management
- Customer Service
- Communication
- Problem Solving
- Sales
- Insurance
- Underwriting
- Quoting
- Policy Management
Hobbies and Interests
- Family
- Church
- Exercise
- Watching sports
- Music
- Reading
References
References available upon request.
Timeline
Customer Service Officer – Claims
Tower Insurance
04.2011 - 07.2024
Client Services Officer
Ansvar Insurance
01.1997 - 01.2011
Customer Services Officer
State Insurance
Sales Representative
Combined Insurance Company of America
Some College (No Degree) - School Certificate University Entrance
Mangere College
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