Xero
This past year I have worked close to home as a Barista and Manager of a small cafe in Waitoki (Auckland). This role suited my family arrangements and business that I still currently own and run with my Partner. Now I am wanting a change and to find a career that suits me and my family, but also a career where I can grow and use all my skills I have accumulated through the years of my employments. I am ready to return to full time work and find a career I am passionate about. I am very experienced in Customer Service, Administration and the Insurance industries and offer many skills from my varied background. I am willing to go above and beyond in any role I take on. I am bubbly, energetic and approachable. Building strong relationships with team members and clients is something I pride myself on.
• Complete all administration. Quoting, invoicing and accounts payable/receivable
• Follow up visits, calls and emails with all client’s
• Planned and implemented fortnightly advertising campaigns
• Created a social media presence, leading to a 60% increase in business from 2019- 2021
• Weekly payroll
• Head Barista and Kitchen hand
• Manager of Coffee cart when the owner was not present
• Managed and trained staff members
• Served all customers in a timely fashion
• Process all payments
• Marketing and advertising via social media platforms
• Rostering
• Product ordering and stock control
• Complete all centre administration
• Follow up all parent enquiries via email or phone calls
• Complete all accounts by EOD. Weekly payroll for all staff members
• Daily Xero reconciliations and payment follow ups
• Daily centre banking and reconciliations
• Process all invoices
• Organise and implement centre tours with parents
• Register and enrol all new children
• Communicating with clients via email, telephone or face to face
• Communicating with Insurance providers via telephone and email
• Completing and processing all client information and applications
• Completing all documentation required by the insurers in a timely fashion
• Assisting and processing claims
• Completing renewals
• Processing all policy schedules
• Processing all account arrears and following up with clients
• Keep all client information safe, private and confidential
• Specialised in General Insurance
• Answering Inbound calls
• Outbound calls
• Quoting and underwriting policies
• Policy endorsements
• Policy renewals
• Sales KPI driven
• Managing account enquiries
• Taking payments
• Responding to all client enquiries via telephone and email
• 2IC to my team leader. Responsible for monthly call quality marking and reports.
• Provided feedback and training to all Inbound call centre members
• Managed and held team meetings
• Specialised in General Insurance
• Answering Inbound calls
• Outbound calls
• Quoting and underwriting policies
• Policy endorsements
• Policy renewals
• KPI driven
• Managing account enquiries
• Taking payments
• Responding to all client enquiries via telephone and email
• 2IC to my team leader. Responsible for monthly call quality marking and reports.
• Provided feedback and training to all Inbound call centre members
• Managed and held team meetings
Sales/ Customer service representative
• Answering Inbound calls
• Outbound calls
• Quoting and underwriting policies
• Policy endorsements
• Policy renewals
• KPI driven
• Managing account enquiries
• Taking payments
• Responding to all client enquiries via telephone and email
• 2IC to my team leader. Responsible for monthly call quality marking and reports.
• Broker support, broker renewals and endorsements
• Keeping all broker files secure and safe
• Attended and worked at car show events around New Zealand promoting NAC Insurance. Dealing with clients face to face selling vehicle insurance policies.
TECHNICAL SKILLS
Quoting, Invoicing, Accounts payable/receivable using Xero
Implementing and managing Social media marketing platforms
High level of Computer Literacy – in-house programs as well as Microsoft Office and file management
PERSONAL SKILLS
Management
Five years’ successful experience as Manager and director of Solid Solutions Limited - Auckland
Managed all social media marketing campaigns
Managed and trained staff members
Compliance
Dispatch of jobs and staff
Awareness of Health and Safety
Rostering
Product ordering and stock control
Managed client payments and complaints
Communication
Customer care calls
Cold calling
Reconnect calls
Networking
Replied to and solved client enquiries via phone or email
Coached team on customer service and problem solving techniques
Presented monthly statistics to board meetings
Marketing and social media
• Inbound contact centre (under 50 staff) CRM winners in 2015 (Lantern Insurance)
• I received a nomination for best customer service at the CRM awards in 2015 (Lantern Insurance)
Xero
Microsoft Word
Microsoft Excel
Owner/Manager
Mini Oak Limited
027 288 1460
minioaklimited@gmail.com
Centre Manager
Tiny Voices Early Childcare Centre
021 443 456
chloerstone@hotmail.com