Hi, I’m
Natasha Abel
Financial Adviser
Auckland
Fall seven times; stand up eight.
Japanese proverb
Summary
Enthusiastic financial adviser professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in Life, Health, and Disability insurance.
Overview
5
years of professional experience
Work History
Partner’s Life InsuranceAuckland, Auckland
Financial Adviser
01.2025 - Current
Job overview
- Deliver personalised Life, Health, and Disability insurance advice aligned to each client’s financial circumstances, goals, and risk profile.
- Conduct thorough needs analysis and recommend appropriate insurance solutions in line with agreed advice and processes and regulatory requirements.
- Manage the end to end advice and application process, including documentation, medical and financial requirements, and policy implementation.
- Provide advice through primarily virtual consultations, with face to face meetings as required.
- Maintain high standards of compliance, quality and assurance, a good conduct, ensuring all advice meets legislative and company standards.
- Build and maintain strong relationships with clients, internal stakeholders, and referral partners to support positive customer outcomes.
- Proactively manage ongoing client service, reviews, and policy maintenance to support retention and long-term customer satisfaction.
- Contribute to a high performing advisory team by sharing expertise, improving process and supporting continuous improvement initiatives.
- Demonstrate commitment to ongoing professional development and maintaining relevant industry certifications.
Partners Life InsuranceTakapuna, Auckland
Client Engagement Specialist
09.2022 - 01.2025
Job overview
- Developed and maintained relationships with clients to ensure satisfaction.
- Coordinated with internal teams to develop solutions for client needs.
- Analyzed customer feedback to improve services.
- Conducted customer service surveys to identify areas of improvement in customer retention.
- Assisted customers with complaints, inquiries, and billing issues while maintaining a high level of customer satisfaction.
- Developed strategies to improve customer experience and increase loyalty.
- Collaborated with other departments to develop promotional campaigns aimed at increasing retention rates.
- Resolved customer service or billing issues by exchanging merchandise, refunding money or adjusting bills.
- Generated reports from CRM system for senior management review of client activity.
Foundation CoffeeAlbany, Auckland
Office Administrator
02.2022 - 08.2023
Job overview
- Organized and maintained filing systems, including electronic databases and records.
- Answered incoming calls in a professional manner, directed callers to appropriate personnel or department, or took messages as needed.
- Composed correspondence such as letters, emails, memos, reports and other documents.
- Assisted with budget preparation by providing data entry support into financial tracking system.
- Maintained customer confidence and protected operations by keeping information confidential.
- Processed invoices on a timely basis according to established procedures.
- Prepared special reports by collecting, analyzing and summarizing information from various sources.
- Created memos, letters and other documents, fostering internal and external communication.
PBTAlbany, Auckland
Freight Operations Manager
07.2021 - 02.2022
Job overview
- Developed and implemented strategies to ensure efficient freight operations.
- Monitored, supervised and evaluated performance of freight staff.
- Ensured compliance with safety regulations and industry standards.
- Collaborated with customers and suppliers to identify cost-saving opportunities in freight operations.
- Created reports on key metrics such as shipment volumes, costs, turnaround times.
- Analyzed data to identify areas of improvement in the shipping process.
- Maintained accurate records of all shipments including tracking numbers and invoices.
- Managed customer complaints regarding shipment delays or discrepancies in orders.
- Established procedures for handling hazardous materials according to applicable laws and regulations.
- Directed investigations to verify and resolve customer or shipper complaints.
- Tracked orders using functional systems and coordinated with warehouse workers to ensure proper storage and distribution of products.
Education
Westlake Girls' High SchoolAuckland, NZ
High School Diploma
11.2016
Skills
- Customer Education
- Customer Retention
- Strategic Marketing
- Project Management
- Database Management
- Scheduling
- Inbound and Outbound Calling
- Complaint Resolution
- Data Entry
- Retail Sales Customer Service
- Credit Card Payment Processing
- Problem-Solving Abilities
- Administrative Support
- Senior Leadership Support
- Client Relations
- Active Listening
- Customer Consulting
- Critical Thinking
- Excellent Communication Skills
- Negotiation Abilities
- Customer Service Background
- Knowledge of Sales Retention
- De-Escalation Techniques
- Order and Refund Processing
- Relationship Building
- Insurance decisions
- Advising on investments
- Making insurance decisions
- Financial planning
- Regulatory compliance
- Financial advising
- Attention to detail
- Sales and marketing
Accomplishments
Client Engagement Star for October 2023
Affiliations
- North Harbour Rugby - High Performance Squad
- Member of Silverdale Rugby Club Women's 15's and 7's team
Timeline
Financial Adviser
Partner’s Life Insurance
01.2025 - Current
Client Engagement Specialist
Partners Life Insurance
09.2022 - 01.2025
Office Administrator
Foundation Coffee
02.2022 - 08.2023
Freight Operations Manager
PBT
07.2021 - 02.2022
Westlake Girls' High School
High School Diploma