Margi Hart
Mount Maunganui
Summary
Hardworking and passionate job seeker with strong organizational skills.
Ready to help team achieve company goals.
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
18
18
years of professional experience
Work History
Insurance Adviser
Hartworks LTD
09.2022 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Investigated and processed claims swiftly to keep customers satisfied.
- Utilized CRM software to manage client relationships.
- Created detailed reports for management to track performance and sales.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Appraised personal and real properties to determine correct levels of coverage for each policy.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Calculated premiums and established payment methods.
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals.
- Maintained high standards of customer service by building relationships with clients
- Cross-sold insurance products to existing clients to reach sales targets
- Utilized CRM software to manage client relationships
Insurance Adviser
Financial Independence
03.2019 - 09.2022
- as per Adviser experience ....also networking and events involvement.
Insurance Adviser
Hartworks LTD
09.2012 - 03.2019
- as per previous experience
- Did organize networking events and functions.
Key Account Manager
Designer Textiles
03.2008 - 05.2012
- Developed thorough understanding of key clients' needs and requirements to prepare customized solutions in design and develop of fabric. Organizing the trade shows, stands and functions with clients. Liaising with new clients and meeting with existing clients, mostly in the USA.
- Facilitated strategic meetings with key stakeholders to understand customer needs and develop action plans.
- Built and maintained strong client relationships to drive business growth.
- Developed and delivered presentations to key customers to position products and services.
- Negotiated and maintained cost-effective contract pricing structures with vendors to produce positive return on investment.
- Supported sales and reporting for large and medium-sized accounts.
- Global market share.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Account Executive
BDM Grange
03.2006 - 02.2008
- Executed successful sales strategies to convert leads into customers.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Collaborated with internal teams to develop account strategy.
- Gained understanding of goals, objectives and processes to meet client business needs.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
- Created and executed account strategies to translate organizational goals into client activities.
Education
NZ Level 5 in Finance
Strategi
Auckland, NZ03.2022
Clothing And Textile Design
Natal Technicon
Durban, RSA12.2002
Skills
- Insurance Coverage Review
- Excellent Communication Talents
- Customer Follow-Up
- Client Needs Analysis
- Corporate Social Responsibility
- Marketing Techniques
- New Client Acquisition
- Targeted Marketing Campaigns
- Requirements Reviews
- Oral and Writing Communication
- Team Meetings
- Upselling
Timeline
Insurance Adviser
Hartworks LTD
09.2022 - Current
Insurance Adviser
Financial Independence
03.2019 - 09.2022
Insurance Adviser
Hartworks LTD
09.2012 - 03.2019
Key Account Manager
Designer Textiles
03.2008 - 05.2012
Account Executive
BDM Grange
03.2006 - 02.2008
NZ Level 5 in Finance
Strategi
Clothing And Textile Design
Natal Technicon
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