Jason Purvis

• Set up and operate CNC machines to perform tasks such as drilling, tapping, reaming, countersinking and milling.
• Load raw materials into machines, change cutting tools when required, and secure material onto fixtures or work tables.
• Clean machinery, lubricate parts, and perform other maintenance activities as needed.
• Collaborate with other personnel including cabinet makers, supervisors and technicians.
• Follow safety regulations at all times while operating CNC machinery.
• Adjust machine settings or program software as necessary for optimal performance.
• Inspect finished workpieces for accuracy according to specifications and make adjustments if needed.
• Reviewing and quality checking building plans, cut lists and plans before cutting to save on money and resources.
• Building of cabinets and jobs inbetween CNC operating.
• Provide input on ways to improve processes related to CNC operations.

• Main focus of role is to keep in regular contact with our existing customers and to maintain and meet regular call targets and to sell upgrades to existing customers.
• Daily monitoring and tracking of call stats and work flow
• Monthly sales targets with commission incentives to reach higher sales targets.
• Regular team work, team building and feedback and mentoring of new staff.
• Interaction and communication with other departments to assure smooth work flow of sales and customer satisfaction.
• Regular call monitoring in line with Sales Star process to assure reaching full potential on calls with clients.
• Accurate and up to date notes on files and keeping database accurate. ∙ Regular contact with external and internal clients via email communication.

I worked at OnePath Life for almost 6 years, initially as a Client Service Representative and then progressed through several different roles as my knowledge and experience grew. My last role on a mangers contract was as an Internal Insurance Specialist. I worked hard and built a reputation which has been rewarded with promotions and regular praise. I was well respected and because of this and my knowledge I have over the last couple of years of employment with OnePath trained advisers and staff on our products and procedures. Because of my in depth knowledge of the business and our industry, I worked on revising our processes and procedures in the New Business department to improve staff efficiency and accuracy. The results saw significant improvements in not just accuracy, but productivity as well. In support of this I also helped clean up the new business pipeline, supporting the new business teams and helping them get back onto SLA turnaround times.

Position/Title: OnePath Internal Insurance Specialist

• Sales and retention targets for Customer contacts, Customer retention, Sales volumes and Compliant sales
• Consistent approach to sales and sales management
• Utilize standardized material to achieve a consistent delivery of sales and service solutions.
• Ensure consistent customer and application process are followed
• Implement improvements and new initiatives to existing sales processes and introduce new best practice methodologies to the business as agreed with the Bank distribution head office team
• Maintain regular call cycles with customers
• Maintain sales processes and tools within ANZ framework
• Timely and quality implementation of changes to sales processes and tools
• Share knowledge and support other team members and business unit to achieve regional targets
• Process Manuals – recreating, rewriting and working on process maps to increase workflow and accuracy
• Training – training advisers on procedures and products and training staff on operations and procedures and general knowledge

Position/Title: Key Relationship Consultant

• Key contributor to the development of the business plans for Operations and Sales
• Play a fundamental role in Reducing NTU, increasing sales, increasing persistency and growing the in force book for key advisers
• Identify and implement process efficiencies across Operations
• Be influential in creating a new relationship model and team culture within the operations department
• Meet or exceed the expectations of our customers/key advisers through the provision of consistently excellent service
• Manage and communicate the resolution of issues, queries & tasks received, to meet or exceed the expectations of our key advisers
• Ensure task ownership across all aspects of key adviser relationships
• Build and grow exceptional relationships with key advisers to the business
• Provide proactive and exceptional service to advisers to strengthen their relationship
• Proactively managing new business pipeline, regularly updating the advisers, and finding solutions to issues in a professional manner and in the agreed timeframes
• Identify and prioritize opportunities for process improvement and liaise with the appropriate channels and functional areas to oversee the requirements and implementation of these improvements
• Key engagement and relationship builder with the Distribution Team to co-ordinate strategy for our key advisers

Position/Title: Adviser Relationship Manager/Senior Adviser Relationship manager

• Inbound & Outbound calls (adviser/client)
• General Enquiries
• Product enquiries / Quote
• New business and Existing business administrations
• New business issuing (including commission)
• Increase capture and Increase issue
• Cancellation/Retention
• Team work / Team Building
• Product knowledge
• Internal / External Relationship building/ Key Accounts ∙
• Within 6 months I was 1 of 3 ARM’s out of all ARM’s to score 99%+ on issuing audit.
• I scored 100% on all assessments and have had continuous great feedback both externally and internally. ∙
• I was promoted to Senior Adviser Relationship Manager inside 12 months.
• This involved same daily tasks with more seniority in the team, more responsibility in the team, Involvement in projects in the company and higher KPI’s to maintain.

Position/Title: Customer Service Representative

• Inbound & Outbound calls
• Team Stats
• Reports
• Cancellation / Retention
• Arrears / Lapses
• Team work / Team Building
• Product enquiries / Quotes
• General Enquiries
• Product knowledge
• Internal / External Relationship building ∙ Assisting with Training of other CST members