Shayla Bull
Riverton,STL
Summary
Dependable candidate successful at managing multiple priorities with a positive attitude. Willingness too learn and to take on added responsibilities to meet team goals. Excellent client oversight, issue resolution, and strong collaborative skills leading to positive outcomes.
Overview
6
6
years of professional experience
Work History
Account Manager
Aon Insurance Brokers
2023.08 - Current
- Conducted regular policy reviews for clients in accordance with Aon New Zealand protocols - This includes undertaking renewal reviews with clients via phone, email or face to face meetings.
- Identifying potential gaps in coverage and offering solutions to mitigate risks for clients.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Providing regulated financial advice to retail clients.
- Follow up of outstanding information/documentation/proposals from insurers and/or clients.
- Working closely with insurance providers to assess suitable coverage options tailored to individual client requirements.
- Negotiation of premiums and conditions/quotations with insurers and monitoring responses to ensure positive outcomes for clients.
Account Broker/Support
Aon Insurance Brokers
2022.02 - 2023.08
- Assisting the account manager with their client portfolio by carrying out day to day administration support.
- Processing renewals/endorsements in a timely manner.
- Prepare accurate and concise premium calculations and premium allocations.
- Developed and implemented strategies to streamline office operations.
- Expedited document processing with accurate data entry and timely filing.
Office Administrator/Receptionist
Aon Insurance Brokers
2021.07 - 2022.02
- Interacted with customers by phone, email, or in-person to provide information.
- Broker Support including cheque refund requests and credit control procedures according to underwriter terms and conditions.
- Efficient and timely administration for clients and brokers.
- Document filing according to National Standards.
- Provide claims advice for clients, lodging claims with insurers and monitor claim settlement.
Lending Support Specialist
Finance Now
2019.05 - 2021.07
- Processing personal loan applications.
- Auditing applications to ensure meets policy and compliance.
- Making outbound calls to clients.
- Knowledge in legislation related to financial and insurance providers.
- Actioning inbound and outbound emails for our team.
- Working in a queue in fast paced manner.
- Responsible for the collection of relevant information, analysis and updating of lending applications within a timely manner.
Pharmacy Assistant
Riverton Pharmacy
2018.11 - 2019.02
- Kept pharmacy counter and related areas clean, neat and organized.
- Answered telephones and provided information about order status, store hours and pharmacy procedures.
- Greeted customers and responded to questions with friendly, knowledgeable assistance.
Education
Certificate in Financial Services (Level 5)
Open Polytechnic of New Zealand
11.2022
NCEA Level 1 & 2
Aparima College
Riverton, NZ11.2018
Skills
- Strong verbal and communication skills
- Teamwork and Collaboration
- Relationship management adeptness
- Self motivated and easily adaptable
- Robust attention to detail
Timeline
Account Manager
Aon Insurance Brokers
2023.08 - Current
Account Broker/Support
Aon Insurance Brokers
2022.02 - 2023.08
Office Administrator/Receptionist
Aon Insurance Brokers
2021.07 - 2022.02
Lending Support Specialist
Finance Now
2019.05 - 2021.07
Pharmacy Assistant
Riverton Pharmacy
2018.11 - 2019.02
Certificate in Financial Services (Level 5)
Open Polytechnic of New Zealand
NCEA Level 1 & 2
Aparima College
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