Lisa Gabolinscy

Have had three roles. Hired as a Broker Support in 2022, promoted to Domestic Broker in February 2023, again promoted to Team Leader in April 2024.

• Lead a team of 6 personal lines brokers. I ensure they are managing their workflows and motivate and guide them to reach individual and team targets.
• Train new team members in current processes and working systems.
• Provide monthly reports to the company Directors on the teams performance and renewal figures.
• Manage a large book of clients with a commission value of approximately $450,000. Averaging around 110 clients per month to renew.
• Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
• Negotiate favourable terms for new business clients and at policy renewal.

• Worked alongside the Investment Specialist with the opening of brokerage accounts, bank accounts and precious metal storage accounts for high net worth US based clients.
• Maintained the companies due diligence and company register. Review customer due diligence to ensure it met AML/CFT regulations.
• Successfully managed the account opening process from start to finish.

• Maintained high accuracy levels in data entry, ensuring all relevant information was correctly inputted into the system.
• Assisted with the settlement of insurance claims.
• Drafted and sent appropriate correspondence to follow up on claims.
• Triaged all incoming claims for the loss adjusters

• Supported case managers with administrative assistance.
• Liaised with local Solicitors to ensure client work was correctly allocated in a timely manner.
• Maintained office filing system.
• Fielded incoming calls and emails.