Jacob Pope
Wellington
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Eager to grow into an advising role within the insurance industry.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Commercial Broker Support
Rothbury Insurance Brokers Ltd
10.2023 - Current
- Improved policy processing efficiency by streamlining workflows and implementing best practices.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate policy information.
- Increased accuracy in policy documentation by thoroughly reviewing and verifying data before submission.
- Collaborated with underwriters for accurate risk assessment, ensuring appropriate coverage recommendations for clients.
- Reduced error rates in policy issuance by consistently monitoring and updating client information as needed.
- Implemented time-saving procedures for routine tasks, increasing overall team efficiency and reducing backlog.
- Contributed to a positive work environment by assisting colleagues with heavy caseloads when needed, fostering teamwork across departments.
- Established rapport with clients through courteous service, enhancing their overall experience with the company.
Adviser Support
Advice4Life
03.2022 - 10.2023
- Developed personal rapport with each client to maintain customer loyalty and strengthen client relationships with the adviser.
- Maintained appropriate filing of personal and professional documentation.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Checked documentation for accuracy and validity on updated systems.
- Assisted development and implementation of new administrative procedures.
- Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
Administration Coordinator
Shamrock Recruitment Group
08.2021 - 03.2022
- Collaborated in timely processing of billing and accounts receivables.
- Delivered clerical support by handling range of routine and special requirements.
- Monitored and tracked performance of employees, identifying and targeting areas in need of improvement and further training.
- Maintained open communication with customers to foster positive relations and provide updates on issues.
- Evaluated office documentation to check accuracy and complete missing pieces, avoiding delays and maximizing team productivity.
Financial Advisor/Administrator
FoxPlan Ltd
08.2020 - 08.2021
- Supported financial advisors with proactive correspondence management, document coordination and customer relations.
- Confirmed accurate completion of forms and reports for admission, transfer or discharge of each program participant.
- Aided colleagues, managers and customers through regular communication and assistance.
- Screened and transferred incoming calls, took down messages and transmitted information and documents to internal personnel.
- Produced detailed reports outlining key issues and proposed solutions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Education
No Degree - Bachelor of Commerce
Victoria University of Wellington
Wellington CentralNZCFS L5 - Financial Services
Strategi Institute
New Zealand08.2023
Taradale High School
Napier, Hawke's Bay12.2019
Skills
- Teamwork and collaboration
- Strong problem solving aptitude
- Excellent time-management skills
- Can use microsoft software such as Excel, Word and Powerpoint
- Fast learning
- Inherent ability to connect with clients and customers
- Good written and oral communication skills
- Administrative Support
- Form Completion and Submission
Accomplishments
- Attained 1st place and best instrumentalist in the New Zealand HB Young Musician of the year competition in 2019.
- Was awarded my ATCL (distinction) in classical guitar by the Trinity College of London
Certification
Class 1 Full Drivers Licence.
Hobbies
I am involved in Mixed Martial Arts including; Kickboxing, Muay Thai, and Brazilian Jiu Jitsu. I train on a daily basis. This lifestyle gives me energy, and a workplace that allows me to keep these up is absolutely essential to my wellbeing.
I also enjoy performing in a musical context as a classical guitarist, and am involved in many events throughout the year in Wellington. I play in restaurants on a weekly basis.
References
Jane Pierard - HOD music and drama at Taradale High School
"Jacob’s natural integrity and gentlemanly manner is apparent upon first meeting him. He is unfailingly polite and his kind way of noticing when others might be ill at ease, then very unobtrusively setting them at ease, has made him a valuable support in his role as Student Head of Arts in 2019. He has the advantage of a really curious mind and an eagerness to learn. He is highly articulate and open-minded in discussion, and is unafraid to dig deep into any subject that warrants it. He is a mature thinker with solid values and excellent academic skills, which will stand him in good stead whichever area he chooses to undertake."
Regy Yamat - Head Coach at Warrior Training Academy
Ph - 022 185 4842
Email - regy@regygarciayamat.com
Sophie Porter - Adviser Support Team Leader
Ph - 021 195 1685
Email - sophie.porter@advice4life.co.nz
Timeline
Commercial Broker Support
Rothbury Insurance Brokers Ltd
10.2023 - Current
Adviser Support
Advice4Life
03.2022 - 10.2023
Administration Coordinator
Shamrock Recruitment Group
08.2021 - 03.2022
Financial Advisor/Administrator
FoxPlan Ltd
08.2020 - 08.2021
No Degree - Bachelor of Commerce
Victoria University of Wellington
NZCFS L5 - Financial Services
Strategi Institute
Taradale High School
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