Summary
Overview
Work History
Education
Skills
Accomplishments
Key Strengths And Skills
Timeline
Generic

Natira Whakarau

Putaruru,,South Waikato

Summary

I am a dedicated Life and Health professional and currently a nominated representative for FMG Insurance, servicing the Bay of Plenty and South Waikato regions. With over four years of experience in the insurance industry, I have consistently achieved high-level performance, contributing to a successful, results-driven team dynamic.


I have developed a strong, adaptive work ethic and a highly successful brand, known for embracing challenges, particularly when reviewing complex client cases. My commitment to learning from experiences sets me apart as a fearless challenger. My passion and energy are contagious, reinforcing my belief in positive outcomes, which resonates with both colleagues and clients.


My dedication, resilience, core values, and client-centric approach have enabled me to maintain strong, ongoing working relationships, demonstrating that genuine commitment leads to extraordinary results.

I am seeking a career opportunity to apply my experience and knowledge for continuous growth, professional development, and career progression.

Overview

6
6
years of professional experience

Work History

Life and Health Adviser

Farmers Mutual Group
01.2024 - Current
  • Manage client portfolio through face-to-face interactions.
  • Provide industry-leading Life & Health advice.
  • Promote FMG at community events and networking opportunities.
  • Identify and maintain relationships with third-party organizations for business opportunities.
  • Maintain up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Develop long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Manage risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Developed strong relationships with clients through regular communication and excellent customer service.
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices.


Life and Health Adviser

Farmers Mutual Group
01.2021 - 01.2024
  • Managed a portfolio of over 1000 clients in the Lower North Island region
  • Conduct biannual reviews to ensure client policies are fit for purpose
  • Identify client risks and provide tailored advice and recommendations, leading to growth in client satisfaction
  • Introduce new clients to products specific to their needs
  • Liaise with third-party providers and build rapport, securing partnerships that enhanced service offerings and client satisfaction.
  • Attend external events to create awareness and build a successful brand, increasing brand recognition
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.

Insurance Professional

Farmers Mutual Group
01.2021 - 01.2023
  • Establish and maintain strong relationships with clients and colleagues.
  • Promote and sell new and existing products effectively.
  • Consistently meet personal and professional goals and expectations.
  • Manage and take full accountability for personal workload.
  • Successfully oversee external projects while remaining dedicated to core responsibilities.
  • Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
  • Processed eligibility and benefits verification and authorization requests.
  • Maintained high standards of customer service by building relationships with clients.

Revlon 2IC

Farmers Palmerston North
01.2019 - 01.2020
  • Promote and introduce products to both new and existing customers.
  • Consistently meet and exceed sales targets and goals.
  • Develop and maintain strong rapport with the client base.
  • Fostered a positive work environment by promoting teamwork, open communication channels, and employee recognition initiatives.
  • Conducted employee training sessions to educate employees on products and company policies.
  • Planned and directed staffing, training and performance evaluations to develop and control sales and service programs.

Education

Level 5 NZ Financial Services - Core, Life and Health

Strategi

Business And Personal Risk Accreditation

First Aid Certificate -

Red Cross

Skills

  • Customer Engagement
  • Team Leadership
  • Effective Team Collaboration
  • Effective Problem Resolution
  • Clear Communication
  • Strategic Relationship Building
  • Goal-Oriented Mindset
  • Ongoing Professional Development
  • Software Expertise
  • Business Requirement Analysis
  • Performance Optimization
  • Comprehensive Product Understanding

Accomplishments

    Employee Excellence Award’ Finalist – FMG Insurance 2024

    Adviser of the year’FMG Insurance 2023

    Top Sales Rep’Revlon NZ 2020

Key Strengths And Skills

  • Passionate about helping people and ensuring high professional standards for clients.
  • Natural leader who excels in high-pressure situations and teamwork.
  • Proactive in overcoming challenges and handling difficult conversations.
  • Skilled in identifying customer needs and marketing appropriate products.
  • Effective communicator and networker, both in person and over the phone.
  • Motivates and encourages team to achieve high morale and performance.
  • Committed to continuous learning and expanding knowledge.
  • Proficient with insurance software and spreadsheet tools (Excel, Xplan, Accelerate).
  • Experienced in analyzing and optimizing business processes, staying updated with organizational changes, policy improvements, and attending workshops.

Timeline

Life and Health Adviser

Farmers Mutual Group
01.2024 - Current

Life and Health Adviser

Farmers Mutual Group
01.2021 - 01.2024

Insurance Professional

Farmers Mutual Group
01.2021 - 01.2023

Revlon 2IC

Farmers Palmerston North
01.2019 - 01.2020

Level 5 NZ Financial Services - Core, Life and Health

Strategi

Business And Personal Risk Accreditation

First Aid Certificate -

Red Cross
Natira Whakarau