Account Manager
Provided on request
Total years of experience :24 years, 6 Months
Manage and obtain new business, manage renewals, endorsements, claims and see to any client queries or complaints for client portfolios in the Corporate and SME sector. My role also included attending and presenting at client conferences, setting and adhering to budgets, training staff, processing, team supportand minor book keeping including reconciling, clearing debtors, preparing financial reports and general day to day contact with clients via telephone, email, fax, letter and in person.
Call centre agent that provided rehabilitation for patients with personal injury claims. Daily tasks included: Using Salesforce, Inbound and outbound calls, liaising with medical practitioners (eg, physio therapists, surgeons) and patients, completing physical and mental triages on patients, liaising with solicitors in relation to the patients personal injury claim and rehabilitation progress, resolving conflicts between patients, practitioners, and solicitors, meeting daily and monthly targets and deadlines (eg, time on phone and file touches), training new staff members. I was also the company’s monthly Magazine Editor, head of the Staff Consultancy Committee (SCC), as well as a member of the Social committee and one of the speakers at the company’s End of Month meetings.
Managing the day to day operations of the store including managing and training staff, preparing rosters, serving customers, attending to customer queries and complaints, ordering stock, stocktakes, ensuring compliance with health and safety procedures, formulation of ice cream and construction of cakes as well as participation in the opening of sister stores.
Recording financial transactions, including sales, purchases, income, receipts, payments, reconciling, clearing debtors, prepare accounting software produced tax reports, day to day financial transactions, issuing of legal contracts to clients and any other related duties. The reason for leaving this job so quickly was because I could see that this company had a lot of financial trouble and could not pay their staff. Shortly after I left, the company became insolvent.
Recording financial transactions, including sales, purchases, income, receipts, payments, payroll, reconciling accounts, clearing debtors, prepare tax reports, day to day financial transactions and general administrative, secretarial and reception duties.
Manage and obtain new business, manage renewals, endorsements, claims and see to any client queries or complaints for client portfolios in the Corporate and SME sector. My role also included attending and presenting at client conferences, setting and adhering to budgets, training staff, processing, team support and minor book keeping including reconciling, clearing debtors, preparing financial reports and general day to day contact with clients via telephone, email, fax, letter and in person.
Managing staff (approximately 20), including recruiting & firing staff, training staff, staff rosters, serve customers, see to customer queries & complaints, order stock, pay bills, ensure that health & safety procedures were adhered to, general administrative duties, oversee and ensure smooth-running of day to day activities.
Insurance Background Preparing a New Business Submission Monitoring Broking Clients Implementing Changes to Client’s Insurance Program Reviewing Insurance Brokerage Service Performance Collecting, Assessing and using Information Producing Research Reports and making Presentations Establishing Client Relationships and Analysing Needs Product Knowledge Developing, Negotiating and Presenting Client Solutions Identifying & Advising Significant Risk Changes to Client’s Insurances Assess & Negotiate Complex Risk Portfolios for Client’s at Renewal Review Incident of Loss for Client’s Negotiate Complex Claims Settlement for Client’s
Client Interaction Issues in Multimedia Multimedia Authoring 3D Modelling and Animation 2D Animation Interface Design Multimedia Programming Web Publishing and Communication Digital and Audio Visual Database Design, Programming and Connectivity Electronic Commerce Multimedia Project Management Database Packages Multimedia Design Digital Imaging Workplace Health and Safety Computerised Book Keeping for Small Businesses Financial Record Keeping
Select, Operate and Maintain Office Equipment Technology in Office Equipment, Computer Usage and Producing Documents Operate a Computer to gain access to and retrieve Data Operate a Computer to Produce Documents Organise the Copying and Collating of Documents Receive and Pass on Oral Messages to facilitate Communication Receive and Pass on Written information to facilitate Communication Handle Mail to facilitate information flow Distribute and Collate Mail Process and Analyse information to provide access to Records Apply knowledge of enterprise to promote Products and Services Follow Occupational Health & Safety Policies and Procedures to ensure Safety Organise own Work Schedule to achieve designated Team Goals Prepare and Process Financial Documentation Participate in allocation and completion of Team Tasks
English Mathematics Food Technology CISCO Networking Program Business (Office Administration) Information Technology (Processing & Management)
