Julie Vercoe
Morrinsville,WKO
Summary
Experienced with managing branch operations and driving team performance to achieve business goals. Utilizes strategic planning and effective leadership to enhance operational efficiency. Track record of fostering strong client relationships and implementing successful financial strategies.
Overview
24
24
years of professional experience
Work History
Branch Manager
Aon Insurance
Matamata, WKO
08.2019 - 07.2026
- Opened the office in Matamata and started with a very small client base
- Lead a team over this time from one to four as well as managed staff in other branches from time to time
- Led branch operations, ensuring compliance with regulatory standards and company policies.
- Developed strategic plans to enhance customer satisfaction and service delivery.
- Managed team performance through coaching, mentoring, and regular feedback sessions.
- Fostered relationships with key clients to strengthen loyalty and retention rates.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Grew and managed a book of business mainly in the rural sector along with commercial and personal insurance by 300%, in my time here
- Attended local rural groups to build relationship
- Worked alongside Rural Support to assist where and when I could
Rural Account Manager
Aon Insurance
Cambridge, WKO
07.2017 - 08.2019
- Managed client relationships, ensuring satisfaction and retention through proactive communication.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs by meeting with them.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Facilitated client meetings to gather feedback and adjust strategies accordingly, ensuring alignment with client objectives.
Account Executive
Aon Insurance
Hamilton, WKO
09.2016 - 07.2017
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Ensured the credit control was always managed
Various
Various
Morrinsville, WKO
07.2002 - 08.2016
- National Bank - Morrinsville
- AMP - Morrinsville
- Vercoe Insurance Brokers - Morrinsville
- EQC - Hamilton
Education
Level 5 - Financial Services - Level 5
Open Polytechnic
Morrinsville11-2022
Skills
- Branch operations management
- Client management
- Time management
- Work ethic
- Goals and performance
- Strong team-builder
- Team player
- Time management
- Customer engagement
- Upselling techniques
Timeline
Branch Manager
Aon Insurance
08.2019 - 07.2026
Rural Account Manager
Aon Insurance
07.2017 - 08.2019
Account Executive
Aon Insurance
09.2016 - 07.2017
Various
Various
07.2002 - 08.2016
Level 5 - Financial Services - Level 5
Open Polytechnic