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Financial Planner, Insurance Claim Officer

Working experience in Claims management Working experience in accounting for 7 years Working experience in Sales & call centre for three years Proven communication skills Good team player Advanced level knowledge in CMS, Protect, Mars ERP software experience in SAP, experienced in MYOB, Ms office suite Currently doing RG146 Diploma from Kaplan

Work Preferences

Desired Salary: 45,000 - 65,000 per year

Availability: 3 Weeks

Desired Job Type: Any Type

Can Travel for Work: Extensively

Highest Education Level: Bachelor Degree

Current Location: Melbourne

Relocation: Will Consider Relocation to;

: Sydney
NSW Other
VIC Other
Brisbane
Gold Coast
QLD Other
Perth
WA Other
Adelaide
SA Other
Hobart
TAS Other
ACT
Northern Territory
Other - Outside Australia

Residency / Visa: Australian Citizen

Skills Profile

Client Service Manager

Financial Advisor/Associate

Financial Planner (High-Net-Worth)

Financial Planner (Retail)

Financial Planner (Risk Focused)

Financial Planning Assistant

Graduate Positions

Insurance (general)

Insurance (Life)

Other

Paraplanner

Portfolio Administrator

Superannuation Administrator

Superannuation Consultant

Skill	Last Used	Yrs. Exp.
CMS, CMS PROTECT, Mars	2010
MS Office (Word, Excel, Access, Powerpoint)	2009	10
MYOB	2001	1
SAP	2009	2

Other Skills: Accounts receivable, Accounts payable, Reconciliation, Month end accounting, Year end accounting, Preperation of financial statements, administration, sales, call centre, managing clients, insurance claims management.

Employment History

Job Title: Client Manager

Industry: Financial Services

03/2010 to Current: Processing motor claim
communicating with clients, assessor, repairer, vicroads, financer, team members

Job Title: Reconciliation Analyst

Industry: Accounting and Finance

01/2007 to 03/2009: Worked in stock accounting team for a major oil distribution company. It has nearly 500 retail sites, 4 depos, 2 terminals around the country. I used to do GL reconciliation, checking accounts payable invoices and matching, making sure invoices entered correctly into the system, making sure company has received stock physically before making any payment to supplier, preperation of credit claim reports, checking stock receipts. Managed high volume of data. proven ability in using ERP software SAP, MS excel, MsWord.

Job Title: Sales Executive

Industry: Financial Services

02/2002 to 10/2005: Calling potential customers for Citibank homeloan products. Explaining different types of homeloan the company offer, explaining the different interest rates and how it works, listening to client needs, preparing client profile, offering the best homeloan options available. Proved communicator, highest conversion rate in home loan sales in 3 consecutive months.

Qualifications

Completed	Institution	Degree / Qualification
2005	University of Ballarat	Bachelor of Commerce
2009	Kaplan	Diploma in Financial Planning (will be completed by Jan 2010)

Work Related Training & Certification

Completed	Institution	Training / Certification
2010	AAMI Insurance	Claims assist

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