Summary
Overview
Work History
Education
Skills
References
Timeline
Generic
Shay Samuelson

Shay Samuelson

Mount Maunganui

Summary

As a dedicated and organized person I pride myself in my ability to bring exceptional attention to detail to any role I undertake. Time management has been essential in all my previous and current roles and is a discipline I will bring forward into all future positions.

My strongest traits are that I am very approachable, adaptable, patient & willing to help others at any time. I get on with people of all walks of life and all age groups.

I thrive on a working environment that is challenging, interesting and allows me to take ownership of responsibilities. I thoroughly enjoy meeting new people and working with executive businesses closely to build a strong working relationship.

Overview

20
20
years of professional experience

Work History

Senior Account Manager

Aon New Zealand
03.2017 - Current
  • Account Management for 6 years with Aon looking after larger SME book of clients.
  • Client focused relationship management.
  • Developed sales leads from direct referrals, client referrals and targeted marketing campaigns.
  • Efficient and high standard of day to day management of duties.
  • Mentoring of Account Brokers moving into Account Manager positions.
  • Handling and support of technical/complex claims that arise in our branch.

Domestic Account Manager

Aon New Zealand
03.2015 - 03.2017
  • Sole Management of Large Domestic Portfolio for the Bay of Plenty region.
  • Resolved problems, improved operations and provided exceptional service.
  • Sole Claims Management of Domestic Portfolio.
  • Sole Management of Debtors.

Insurance Officer

First Credit Union
12.2006 - 06.2014
  • Sole Management of Insurances through First Credit Union, Mount Maunganui.
  • Insurance Calculations and Lodgements for Loan Repayments Insurances, Home & Contents Insurance & Life/Health referrals.
  • Managed relationships with various insurers.
  • Training within Credit Union branches on Insurance Products we offered, Claim lodgements & settlement.
  • End of month reconciliations & payment processing.

Medical Receptionist

Te Awamutu Medical Centre
03.2004 - 12.2006
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Managed multi-line phone system and pleasantly greeted patients.
  • Helped patients complete necessary medical forms and documentation.
  • Management of Specialist Appointments & administration for visiting specialists to the clinic.

Education

Insurance

Level 5 Insurance Certificate
New Zealand
12.2022

NCEA Level 1 & 2

Te Awamutu College
Te Awamutu
2006

Skills

  • Strong Focus on Time Management & Efficiency
  • Open Verbal and Written Communication with Clients & Colleagues
  • Attention to Detail
  • Exceptional Problem Solving
  • Career Focused
  • Adaptable & Flexible
  • Client Relationship Building
  • Focused Professional
  • High Standard of Professionalism

References

Referees available on request

Timeline

Senior Account Manager

Aon New Zealand
03.2017 - Current

Domestic Account Manager

Aon New Zealand
03.2015 - 03.2017

Insurance Officer

First Credit Union
12.2006 - 06.2014

Medical Receptionist

Te Awamutu Medical Centre
03.2004 - 12.2006

Insurance

Level 5 Insurance Certificate

NCEA Level 1 & 2

Te Awamutu College
Shay Samuelson