Summary
Skills
Work History
Education
Overview
Generic

LESLEIGH NICHOLS - Insurance Broker

Hamilton East,New Zealand

Summary

I am a very responsible, well-spoken, hardworking and friendly individual. I am enthusiastic about all tasks or projects that I undertake.My personality enables me to get along with a wide range of people.I am extremely dependable and able to see a task through to completion. I am creative, self motivated and have the ability to work with minimal supervision. My natural characteristics include the ability to take on responsibility, paying meticulous attention to detail and an eagerness to learn new things.

Skills

  • Customer service-focused
  • Excellent communicator
  • Team player
  • Pay attention to detail
  • Reliable
  • Excellent time management

Work History

Personal Lines Insurance Broker

Gallagher Insurance
11.2023 - Current
  • Generating quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales.
  • Calculated premiums and established payment methods for sales.
  • Collaborated with claims adjusters to expedite claim handling processes, resulting in satisfied customers.
  • Meet with prospective clients to discuss insurance needs and provide solutions.

Further Lending Consultant

SA Home Loans
07.2022 - 06.2023
  • Telephonic and face to face assistance to new and existing clients relating however not limited queries such as interest rates, products, further lending applications and application outcomes.
  • Application assistance to existing SA Homeloans clients for Re-Advance, Further Advance and Further Loans on their existing bonds.
  • Assisting clients with information pertaining to restructuring of existing bonds, applications for Structural change consent and extension of Bond terms.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.

Client specialist

Nedbank Limited (Contact/Call Centre)
02.2018 - 06.2022
  • Providing end to end service to all retail, small business, corporate, private banking & business banking clients telephonically, via web chat portals and emails.
  • Assisting with queries & requests relating but not limited to credit card limit increases,bank statements,notice of investment, personal loan applications.
  • Assisting with home loan queries and digital banking queries (trouble shooting where clients may experience technical issues with online banking or the Nedbank money app).
  • Educating clients on different products and services.
  • Telephonically assisting clients with personal loan, home loan, credit card and transactional applications.
  • Responded to all client inquiries and asked appropriate questions to facilitate resolution.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Delivered prompt service to prioritize customer needs.
  • Assisted with providing support as a senior consultant to newly trained personnel regarding company systems, policies, products and services.
  • Met customer call guidelines for service levels, handle time and productivity.

Optical Assistant

Dannerberg eye care group
04.2014 - 01.2018
  • Administrative duties, processing of claims to medical aid, dispensing of clients contact lenses and spectacles and booking of appointments for driver screening.
  • Assisted patients with selecting and ordering glasses or contact lenses to encourage informed decisions.
  • Collaborated with optometry staff to reach individual and team goals.
  • Worked well with patients and staff to carry out successful office and patient related work each day.
  • Assisted with end of day cash up and monthly stock takes.

Pharmacy Assistant

Click Pharmacy group
01.2010 - 03.2014
  • Helped pharmacy staff prepare medications and fill orders.
  • Restocked shelves and prepared expired drugs for return.
  • Performed filing, copying, faxing and other clerical tasks.

Teller

Standard Bank
01.2009 - 12.2009
  • Provided assistance to retail clients with transactional queries such and deposits and withdrawals.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Educated customers on use of banking website and mobile apps.

Education

Level 5 - Insurance

ANZIIF New Zealand
02.2024

NQF5 - Generic Management - Customer Management & Banking

Chartall Business College & BankSeta
Durban South Africa
11.2021

Matric -

Umbilo Secondary
Durban South Africa
12.2008

Overview

15
15
years of professional experience

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LESLEIGH NICHOLS - Insurance Broker