Katie Cully
Taradale,HKB
Summary
Dedicated Insurance Broker with Level 5 Insurance Broking qualification. Skilled in building client relationships and delivering practical solutions to meet diverse needs. Highly organized and effective in fast-paced environments, committed to providing exceptional service and ensuring tasks are completed accurately.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Insurance Broker
ICIB BrokerWeb Limited
Napier, Hawkes Bay
05.2022 - Current
- Managing client servicing requirements providing professional, accurate and efficient responses to client needs through liaison with external stakeholders.
- Provided assistance to clients in identifying and selecting suitable insurance coverage. in selecting appropriate insurance coverage for their needs.
- Developed and maintained strong client relationships to enhance satisfaction and retention.
- Coordinated client renewals and prepared premium calculations to support timely policy updates.
- Ensured the smooth processing of all relevant documentation for clients and insurance renewals, completing tasks personally or supervising others.
- To check the accuracy and integrity of all documentation and quotations used as part of client services at any time, before it is presented to clients or insurance markets
- To accept the ultimate responsibility for the payment of insurance claims in relation to the book of clients allocated to you, liaising with
- claims management staff where appropriate, and playing your own
- role as appropriate with assessors, clients and markets.
Customer Service Support Representative
TSB Bank
Napier, Hawkes Bay
11.2019 - 05.2022
- Resolved customer complaints through effective communication and problem-solving skills.
- Assisted customers with inquiries regarding banking products and services.
- Built sustainable relationships with customers through open communication.
- Educated customers on digital banking tools and account features for better usage.
- Developed strong customer relationships through consistent communication. with customers through open communication.
Bartender/Duty Manager
Sideline Bar
Onekawa, Napier
10.2016 - 08.2021
- Whilst being a bartender at the sideline bar, I received a certificate in host responsibility- class 4 & TAB gambling, Pokie machine harm minimization I also received my LCQ and a certificate in beer school training/beer fundamentals.
- Supervised staff across bar, floor, and kitchen during shifts.
- Allocated staff duties and managed break schedules efficiently.
- Trained and supported staff, including new employees, to enhance team competency and service quality.
- Addressed staff performance and conduct issues promptly.
- Ensure staff follow venue policies and procedures.
- Managed staff shortages and covered shifts.
Debt Collector
EC Credit Control
Napier, 4112
04.2019 - 11.2019
- Communicated effectively with clients to resolve outstanding debts.
- Managed customer accounts to ensure timely payment and compliance.
- Documented collection efforts in company database for record-keeping.
Education
business
EIT
NAPIER, New ZealandLEVEL 2 -
NAPIER GIRLS HIGH SCHOOL
Skills
- Client Trust
- Client Commitment
- Productive
- Sales Acumen
- Customer service
- Insurance knowledge
- Driven
- Process Optimization
- Performance Metrics
- Challenge-oriented
Certification
- Customer Service Award, The Warehouse, 07/01/14, This is to Certify that Katie Cully has successfully achieved this award.
- Licence Controller Qualification, ServiceIQ, 01/31/17, This is to certify that Katie Cully was issued the Licence Controller Qualification.
- Certificate of Achievement, Problem Gambling Foundation of New Zealand, 11/28/16, This is to certify that Katie Cully has undertaken training and passed testing on Host Responsibility - Class 4 & TAB Gambling.
- Level 5 in Financial Services - General Insurance Broking
Timeline
Insurance Broker
ICIB BrokerWeb Limited
05.2022 - Current
Customer Service Support Representative
TSB Bank
11.2019 - 05.2022
Debt Collector
EC Credit Control
04.2019 - 11.2019
Bartender/Duty Manager
Sideline Bar
10.2016 - 08.2021
business
EIT
LEVEL 2 -
NAPIER GIRLS HIGH SCHOOL