Theresa Rua
Rotorua,Rotorua
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
14
14
years of professional experience
Work History
Partnerships Consultant
Tower Insurance
, Rotorua
03.2023 - Current
- Prioritizing tasks and take personal responsibility and accountability for them, as well as your own personal development
- Actively manage the customer experience from first point of contact through to completion, ensure our customer is kept informed throughout
- Do a great job; convert calls to great customer outcomes - achieve individual and team targets
- Understand our customers and look after the things they cherish by providing them with the right solutions at the right time; know our products
- Maintain company integrity, and minimize risk exposure by adhering to Company procedures
- Remain up to date with legislative requirements by keeping familiar with the Privacy Act, Consumer Guarantees Act, Human Rights Act, Insurance Law Reform, (NZ Insurance Council) Fair Insurance Code and any other legislation affecting our business
- Facilitated dispute resolution between customers and insurance providers when necessary.
- Analyzed customer needs and provided best options, upselling products and services.
- Managed denials, late payments, extensions and other special circumstances by following up with relevant parties.
- Developed appropriate quotes based on risk information.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
Sales and Service Manager
Farmers Rotorua
, Rotorua
11.2009 - 01.2022
- Assists to develop and drive a service and selling plan that delivers on service and selling objectives
- Deliver agreed plans customer service strategy and standards in store
- Manage customer service levels in department to ensure agreed levels are met Manage, coach, develop and motivate team to exceed performance.
- Maintains Walk the floor, maximizing all selling opportunities
- Observe and drive behavior change from trading floor
- Demonstrate day to day management coaching and feedback principles and processes
- Identify performance issues with team members and address with disciplinary investigate and meetings.
- Ensure team members receive the training and support they need to be role competent
- Drive and motivate and harmonious work environment
- Demonstrate and drive the company values.
- Met company deadlines for key promotional events
- Ensure the following tasks are completed daily- sales brief and huddles, floor walks, daily actions plans, Sales reviews, coaching meetings.
- Comply with the current health and safety manual and it processes
Education
Trident High School
Whakatane01-2002
Skills
Delegations and supervision
Problem anticipations and resolution
Sales and Retention
Handling complaints and inquiries
Recruitment and Training Working well under pressure
Records Organization
References
References available upon request.
Timeline
Partnerships Consultant
Tower Insurance
03.2023 - Current
Sales and Service Manager
Farmers Rotorua
11.2009 - 01.2022
Trident High School
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