Customer Service Agent
Liberty Life Assurance Ltd
Total years of experience :7 years, 2 Months
Created new revenue streams by cultivating successful partnerships with companies and individuals, worth more than $60, 000 revenue in 11 months through cold calling.
Managed a portfolio of 120 accounts totaling $960, 000 (Sum Assured) in sales.
Making calls on follow up with customers on unresolved issues.
Calculated quotes and educated potential clients on best options.
Handling customer complaints and inquiries.
Evaluated leads obtained through referral, call lead database and cold calling.
Establish and build new relationships with existing and potential producers that have prospective business that meets the companies underwriting criteria.
Maintain existing relationships in order to protect existing books of business.
Be prepared to travel throughout Victoria and interstate on occasion.
Develop an in depth understanding of your company’s products.
Co-ordinate any marketing campaigns to prospects.
Conduct broker training and presentations.
Provide feedback to the underwriting department to ensure quality service and underwriting standards are maintained.
Assist brokers with product and business queries.
Assist in general department matters when required.
Demonstrate business planning skills to achieve visitation & sales targets.
Achieved double digit year-over-year growth in territory business base accounts.
Boosted add-on business by 9% within 3 months of hire. .
Maintained friendly and professional customer interaction.
Created strategies to develop and expand sales of services to existing customers which resulted in a 12% increase in annual revenue.
Managed a portfolio of more than 350 personal/company accounts (operational) with an average turnover of $ 2.5m in sales.
Executed customer transactions including deposits, withdrawals, money transfers and checks.
Planning and doing presentations on products and services.
Worked closely with all product development departments to create and maintain marketing materials for sales presentation and clients meetings.
Planned and executed events, and marketing programs, producing 4 times the target number of qualified leads.
Identifying new sales leads.
Pitching products and/or services.
Maintaining fruitful relationships with existing customers.
Researching organizations and individuals online (especially on social media) to identify new leads and potential new markets.
Researching the needs of other companies and learning who makes decisions about purchasing.
Contacting potential clients via email or phone to establish rapport and set up meetings.
Planning and overseeing new marketing initiatives.
Attending conferences, meetings, and industry events.
Ranked a Top Performer, averaging 86% above sales each quota.
Obtain double digit quota-over-quota growth in territory business base accounts.
Oversee portfolio of more than 420 personal and company accounts (operational) with an average of accounts totaling $1.8M in sales.
Surpassed yearly sales target of $500, 000 Personal/Company Loans by 18% and $100, 000 Credit Cards by 8%.
Worked closely with clients to identify their needs and challenges and provide solutions.
Generate new business to achieve designed targets in terms of numbers of customers, volume and revenue.
Expand client base through cold calling to qualified prospective customers.
Aggressive sales call plans to acquire large prospective customers through referrals.
Assist in developing pipeline for new business opportunities.
Directed a successful search engine marketing campaign that utilized solid linking, technical and keyword research tactics.
Acquired Recognition Award 2nd Runners up Customer Service - Direct Sales in the region.
Surpassed annual sales quota by 18% (Accounts/Loans and Credit Cards).
Top performer 4 months running selling Credit Cards and Personal Loan in the region.
Collaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations.
Responsible for overall business performance and development within the branch.
Delivering exceptional performance while meeting customer needs through selling and cross-selling.
Created strategies to develop and expand sales to existing customers which resulted in a 17% increase in revenue.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Uncovered and qualified prospects with sales opportunities in targeted markets using external resources.
Others:
-Complete credit facilities (Credit Cards-Barclaycard and Loans) and account opening documentation with client.
-Generate new business and meet set targets.
-Carrying out presentations and activation on all Bank products and services to clients.
-Ensure full awareness of all bank policies relating to operational risk, KYC and procedures to money lingering prevention.
-Maintaining 100% accuracy on facility and documentation.
-Updating and maintaining clients records and keep confidentiality.
-Delivering exceptional performance and meeting clients need through selling and cross-selling.
-Professional customer service is maintained.
-Doing follow up on clients and handling complaints.
Marketing and Advertising Coursework. Business Communications Coursework Coursework in Professional Prospecting Skills. Coursework in International Business. Mathematics for Business. Financial Accounting. Fundamentals of Marketing and Sales. Entrepreneurship Skills. Insurance and Risk Management. Micro-Economics. Principles of Management.
Coursework in Environmental Systems Design. Networking Concepts. Installation and Support of Computer Software and Hardware. Hardware Diagnostics. Micro-Computer Systems Installation and maintenance 1&2. Computer Applications - Excel, Ms Word, Internet, PowerPoint.