Lucy Stirling

I am currently employed by a multi award winning financial advice business in Auckland who thrives on creating exceptionally happy clients whilst delivering clear and genuine financial advice. I have grown my role as a self starter constantly seeking to improve the business as a whole not just within the insurance division.

A highlight of my position below:

• Sole charge of ensuring the business was running efficiently and ensuring processes were streamlined
• Managing pipelines and workflows for the entire business including lending and investments portfolios(4-6 advisors) Building systems and process across the whole advice business
• Compliance and complaints manager for the business
• Regularly holding meetings with the team and training on how we can do better
• Building strong relationships with our BDM’s and ensuring the business is up to date with regulations and training
• In charge of hiring new employees – advertising and interviewing candidates
• Sole charge of our overseas VA – from hiring her, training her from scratch, managing her daily workflow, constant training and upskilling
• Rebuilding our insurance and refix process
• Reviewing all sectors of the business and seeing how we can improve our customer experience
• Implementing client gifts and reviews, company now has 75+ 5 star google reviews
• Meeting with clients to take them through their applications ensuring full disclosure
• Deep understanding of the insurance processes and underwriting terms
• Competent in quoting across all main insurance providers and comparing providers and products
• Supporting clients through the claim process
• Completed the New advisors training with Partners Life – usually for financial advisors but accepted on special Merritt
• Always proactively seeking opportunities within the existing client base
• Managing underwriting pipelines for the business – in sole charge of clients from application through to policies being issued
• Working with AIA,Asteron, Chubb, Partners Life, NIB and fidelity
• Main point of contact for all our insurance clients.

was responsible for handling, processing and servicing of clients transactions in a prompt, efficient and accurate manor. This role is a customer-facing role and great customer service skills are a key part in representing the BNZ. I am fully trained in all store operations and have been over achieving my targets since joining. I believe the key to my success is genuinely caring about my customers needs and I thrive on exceeding expectations. This role gave me a great overall understand of the financial services industry, I learnt about lending, KiwiSaver and insurance, I loved the customer interaction of this role and it motivated me to be in a client focused career. My background in the Superyacht industry showed me an exceptional level of service that is now naturally part of my personality.

This was the perfect land based transition for me from working on board luxury privates yachts into the recruitment side of the industry focusing on interior crew and estate management. Working in a small team of three I was a key part to the growth of the company, My role was to take on all administration for both Head Hunting specialists including; Reference checks, Phone handling, diary management, Web marketing, maintaining and organizing their online database, website as well as all reception duties.

• As a stewardess you are working in a high profile 7
• Environment
• My predominate role on board was as a service stewardess/traveling PA to the owners and their guests
• I am fully trained in silver service, cocktail making, table arrangements and can comfortably run small private dinners to high profile parties with up to 200 guests
• As a service stewardess you work very close with yacht owners and often travel with them to their residences all over the world
• I have worked in teams of 6 up to teams of 60 crew so I am very versatile with my working environment.

My role was to support Key customers with excellent account management and customer service skills, dealing daily with up to 350 buying accounts. I was also in charge of setting up and running face to face meetings with new and current customers. My high energy and ambitious attitude allowed me succeed within this role, I left Micro p to join the Super yacht industry.