Jamie Gilbert
Palmerston North
Summary
- Knowledgeable insurance with solid foundation in insurance consulting. Effectively advised clients on optimal coverage solutions, leading to improved client satisfaction and retention. Demonstrated proficiency in risk assessment and policy analysis, ensuring comprehensive and tailored insurance plans.
Overview
6
6
years of professional experience
Work History
Personal Insurance Consultant
IAG New Zealand
08.2023 - Current
- Conducted comprehensive policy audits for clients, ensuring proper documentation and compliance with regulatory requirements.
- Assessed clients'' needs by conducting in-depth interviews, gathering information on assets, liabilities, and potential risks.
- Increased customer satisfaction ratings through consistent communication with clients and adding value with every conversation.
- Time conscious, finding a balance between satisfying conversations leaving customers feeling valued and informed, but also staying on top of my daily work load.
- Use of many computer systems to identify risks and complete tasks thoroughly and efficiently.
Primary Connect Team Member
Primary Connect
02.2022 - 08.2023
- Developed strong cooperative relationships with coworkers and managers.
- Maintained productive, efficient approach to all tasks.
- Usage of computer systems to enhance my tasks
Warehouse Team Member
Bluebird
06.2019 - 12.2021
- Involved with the training and monitoring of new staff.
- Excellent time management to ensure orders are completed within the time frame
Education
Queen Elizabeth College
Palmerston North, NZSkills
- Customer service
- Client communication
- Team collaboration
- Problem solving
- Multitasking capacity
- Reliability
- Critical thinking
- Team leadership
Timeline
Personal Insurance Consultant
IAG New Zealand
08.2023 - Current
Primary Connect Team Member
Primary Connect
02.2022 - 08.2023
Warehouse Team Member
Bluebird
06.2019 - 12.2021
Queen Elizabeth College
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