Kyla Coulson
Masterton
Summary
Great customer service skills with experience providing top-notch clerical support and operational assistance to meet staff and client needs. Enthusiastic and eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Capable when coordinating documents. Clear communicator and self-motivated worker with decisive nature necessary to manage independent work also wanting to grow and learn.
Overview
9
9
years of professional experience
Work History
Domestic Broker
Rothbury Insurance Brokers
08.2021 - Current
- Managing a book of 460 clients renewals, endorsements etc. KPIs Compliance and aged receivables. New Business
- Processing all work and managing ages receivables
- Developing strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Negotiating favourable terms for clients during transactions.
- Increasing client satisfaction by providing tailored insurance advice and personalized service.
Broker Support/ Administration & Reception
Provincial Insurance Brokers Limited
08.2019 - 06.2021
- Processing Renewals, New Business and Endorsements
-Bexhill finance agreements
-pre renewal process
-client queries
-general broker support duties
-general reception duties
Broker Support/ Administration & Reception
Northco Insurance Brokers Limited
06.2018 - 07.2019
- Processing Renewals, New Business and Endorsements
-Bexhill finance agreements
-pre renewal process
-client queries
-general broker support duties
-general reception duties
Barista
Entice Cafe
11.2017 - 07.2019
- Front of house and fulltime Barista on coffee machine
- customer service
Barista
Top One Cafe
04.2017 - 04.2018
- Front of house and fulltime Barista on coffee machine
- customer service
Administrative Assistant Casual
New Zealand Racing Board
10.2014 - 10.2017
- basic office duties
- scanning
- filing
- answering phone
Front of House
Macs Fish And Chips
02.2016 - 01.2017
- customer service
- answering phone - taking orders
- cash & till
- food preparation and some cooking
Front of House
Quinwah Takeaways
03.2015 - 01.2016
- customer service
- answering phone - taking orders
- cash & till
- food preparation and some cooking
Education
High School Diploma -
Wairarapa College
Masterton, WGNLevel 5 Financial Services Qualification - Finance And General Insurance
Professional IQ College New Zealand
New Zealand12.2022
Broker Support Certificate - Insurance
Professional IQ College
New Zealand2021
Certificate in Money Management - Finance & Financial Management Services
Te Wananga Aotearoa
New Zealand2018
Skills
- Customer service
- Office administration
- Good listening skills
- Organization and Time management
- Responsible
- Computer skills
- Clerical
- Training & Development
- Flexible & Adaptable
Hobbies/Interests
- Running/Fitness
- sports
- Music
- socializing with friends and family
Computer Systems/skills
Outlook
Microsoft Teams
Swift
Google Docs
Odyssey
Microsoft Word
Excel
Snaphire
Chrome
Insight
Eglobal
Ferret
Bexhill
Xplan
Other Personal Details
Date of Birth - 12.09.1998
Nationality - NZ European
Full Drivers License - Class 1
Reference
Dayna Spence - 027 696 0399
Timeline
Domestic Broker
Rothbury Insurance Brokers
08.2021 - Current
Broker Support/ Administration & Reception
Provincial Insurance Brokers Limited
08.2019 - 06.2021
Broker Support/ Administration & Reception
Northco Insurance Brokers Limited
06.2018 - 07.2019
Barista
Entice Cafe
11.2017 - 07.2019
Barista
Top One Cafe
04.2017 - 04.2018
Front of House
Macs Fish And Chips
02.2016 - 01.2017
Front of House
Quinwah Takeaways
03.2015 - 01.2016
Administrative Assistant Casual
New Zealand Racing Board
10.2014 - 10.2017
High School Diploma -
Wairarapa College
Level 5 Financial Services Qualification - Finance And General Insurance
Professional IQ College New Zealand
Broker Support Certificate - Insurance
Professional IQ College
Certificate in Money Management - Finance & Financial Management Services
Te Wananga Aotearoa
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