Fiinancial Business Support Advisor
Insurance Australian Group ( IAG ) New Zealand
Total years of experience :29 years, 11 Months
Financial Insurance Business Performance & Support
Insurance Australian Group New Zealand
Insurance Australian Group ( IAG New Zealand ) is New Zealand’s largest insurer that covers primarily on personal assets and business insurance policies.
Role Summary
Business Support Advisor provides support to both ASB Bank and Bank of New Zealand Commercial Sales and Personal Sales Team in relation to the different requirements needed by the client’s business and personal insurance policies. We give recommendations and solutions to all the inquiries and problems for the continuous improvement of insurance business.
• Proactively provide support for Commercial and Personal Sales Team for ASB Bank and Bank of New Zealand in the evaluation and amendments of customer’s insurance policies. These includes cancellations of policies, adjustments on insurance premiums, extension of contract works and liabilities for customer’s satisfaction.
• Perform the daily banking process including reconcilement and investigations of discrepancies for eftpos payments processed by Personal and Commercial Team.
• Ensures that all outstanding and unmatched premiums are efficiently balanced and closed by performing an in-depth investigations and resolving through payment to customers or conditional cancellations to insurance cover
• Regularly updates the monthly renewals of ASB Farm insurance policies and ensure that any changes made in descriptions and premiums are accurate.
• Maintain the accuracy on posting of letters regarding defaulted premiums and ensure that unpaid accounts are efficiently monitored for timely recovery of settlement.
• Ensures that all outstanding unmatched policies in Datarich system are balanced and closed accordingly
Key Achievements
* Collective effort in receiving IAG Best Team Award for 2015
• Consistently 98 % in work service level
Geneva Healthcare is one of the leading provider of homecare and community support services in New Zealand. These services include community nursing, health staffing, and other industrial health solutions both for temporary and permanent professionals.
Role Summary
Process weekly wages, fortnightly and monthly salaries for regular and contractual employees through Affinity payroll software
Relevant Responsibilities
• Preparing and processing the weekly, fortnightly, and monthly salaries of regular and contractual medical candidates
• Timesheets are thoroughly checked regarding the hours worked in relation to the contracts given to the medical candidates
• Ensures accurate calculation of payments for sick leave, holiday leave, bereavement leave, day-in-lieu, termination, and holiday cash-up
• Provide comprehensive solutions to all phone inquiries received from medical contractuals regarding their hourly rates, contracts, and deductions
• Investigate discrepancies that arises due to the migration of payroll system to Affinity software
Key Achievements
• Comprehensive proposals submitted to the management regarding solutions on discrepancies due to migration of payroll software
• Successfully empowered and pacified irate candidates by forwarding immediate solutions to their complaints regarding salaries and monthly deductions
Adecco New Zealand is a human resources provider that delivers recruitment and career services to business organizations across employment industry. It includes temporary and permanent recruitment, flexible workforce management, career transition, and outsourcing services.
Role Summary
Process and input weekly and monthly payroll information essential for the smooth processing of transactions prior to work deadlines. Have excellent communication skills and well adept to New Zealand’s labour regulations.
Relevant Responsibilities
• Weekly processing of payroll for 2000 candidates distributed in 17 Adecco branches all over New Zealand using Fast Track payroll software
• Inputting and maintaining payroll details for new candidates
• Ensure accurate calculations for payments for sick leave, holiday leave, bereavement, day-in-lieu, terminations, and holiday cash-up
• Process government deduction notice on a timely manner
• Provide a comprehensive advice regarding payroll related inquiries to all Adecco consultants and candidates
Pak ‘N Save Lincoln is the biggest supermarket in New Zealand employing 400 staff. It is a family owned supermarket which offers good quality products ranging from meat, seafood, fruit and vegetables, bakery and deli at a very low price.
Role Summary
Responsible for processing the weekly wages of staff and management team using the IMS system.
Relevant Responsibilities
• Ensures that all timesheet submitted on Monday are processed for the weekly wages
• Ensure that all forms pertaining to applications for annual, sick, maternity, long service, termination, day-in-lieu, are gathered, check accurately and processed accordingly
• Regular deductions from the government agencies and other financial institutions are accurately calculated to be included in the final run for weekly payment
• Coordinates with the depository bank regarding discrepancies that arises in weekly payment
• Extend additional assistance to accounts receivables and accounts payables whenever the need arises
• Maintains the confidentiality of company’s financial records including employee’s files
Key Achievements
• Submitted a full report on unmonitored back pay wages for employees in regard to their upgrading of hourly rates
• Administer the correct annual leave entitlements of all staff by adjusting the IMS system
• Successfully created a spreadsheet in monitoring the weekly payments, employee loans, deductions from government and court attachment orders
Westpac New Zealand Ltd is an Australian commercial bank that provides financial services in terms of personal and business banking, agriculture, and insurance.
Role Summary
Implement a thorough investigations on various complaints filed by Westpac cardholders in regard to their credit card transactions
Relevant Responsibilities
* Accurately process cardholder’s requests that is received thru the bank system within
the rules and procedures of Visa and MasterCard
* Coordinates with the Merchant Service Unit and Chargeback Unit regarding discrepancies in credit card activity
* Receive inbound calls and initiate outbound calls whenever necessary for immediate resolution of card complaints
* Promptly attend to customer’s inquiries that is received from correspondences and cases formed by customer service department
Key Achievements
* Created effective templates of business correspondences that perfectly suits each nature of complaints
* Resolved long outstanding card cases by making a thorough investigations and research from the set of card regulations of Visa and MasterCard
New Zealand
Foodtown Supermarket now popularly known as Countdown Supermarket is part of the Progressive Enterprise providing customers with wide variety of choice and quality value of commodity products
Role Summary
Assigned to supervise and manage the supermarket in absence of the management team during graveyard shifts. Supervise and monitor all front and end staff in their customer
interactions and night time productivity
Responsibilities
* Maximise sales through the provision of a superior shopping experience and emulate a sense of “ WOW “ factor to customers
* Mainly responsible for managing the security adherence to company property, stock, and cash supply
* Ensure that the commodity stock supply, deliveries, and orders is in accordance with the company’s regulations of quality and stock maintenance adherence
* Promote safe work practices and occupational safety and health standards to all departments of the store
Key Achievements
* Promoted to Duty Supervisor on the third month of employment and responsible for managing the store during graveyard shift
Citibank is the largest American commercial bank operating in the Philippines since 1902. It has been actively involved with financial mergers and acquisitions. Currently has 4, 200 employees mainly drawn from the local population.
Role Summary
Monitor MIS productivity report in terms of staff productivity and new initiative developments
Relevant Responsibilities
• Ensures a healthy relationship with merchant clients by attending to their concerns and other disputes about company credit card transactions
• Regularly submit reports to management about the unit’s call handling production through AVAYA system generated report.
• Responsible for accurate accounting entries pertaining to financial adjustments in the system ledger
• Coordinate and liaise with Merchant Sales Team regarding important issues forwarded by merchant clients about their card transactions and billings
Key Achievements
• Recipient of the “ Night of the Citi “ Award for two consecutive years for investigating and resolving syndicated fraud card transactions
• Actively participated in the development of Merchant Service Hotline by installing AVAYA software program that efficiently measures the call handling system of the unit
• Implemented a systematic process of investigation and resolving card discrepancies in anticipation of merchant complaints
Citibank is the largest American commercial bank operating in the Philippines since 1902. It has been actively involved with financial mergers and acquisitions. Currently has 4, 200 employees mainly drawn from the local population.
Role Summary
Responsible for investigating and recommending solutions for discrepancies in credit card transactions done in ATM local and international
Relevant Responsibilities
• Responsible for liaising and coordinating with local and offshore banks included in the Bancnet and Megalink subsidiary
• Investigate and resolve cash advance transactions done by Citibank cardholders using their Citibank Visa or Citibank MasterCard by investigating unbalanced journal accounting
• Coordinate with Cards Accounting and Dispute resolution Unit regarding whenever chargeback arises as contested by other issuing banks.
Key Achievements
• Established an excellent relationship with all issuing local and off shore banks which resulted to a much faster and efficient resolution of cash advance complaints and chargeback
• Chargeback losses was at its minimum level due to consistent winnings of our department versus other issuing banks
Citibank is the largest American commercial bank operating in the Philippines since 1902. It has been actively involved with financial mergers and acquisitions. Currently has 4, 200 employees mainly drawn from the local population.
Role Summary
Responsible for reconciliations of local and international transactions made by Citibank account holders through local banking subsidiary system which are Bancnet and Megalink
Relevant Responsibilities
• Generate the daily banking reports for all eftpos transactions done by Citibank account holders using their bank account and credit cards
• Other eftpos transaction including utility payments, funds transfer, and other financial transactions are reconciled daily
• Investigate and submit resolutions for any account discrepancies that arise in the reconciliation
Key Achievements
• My dedication to my work resulted to an excellent appraisal from the department head which allowed me to receive a full scholarship for MBA as paid by Citibank
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