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jobs
Account Manager
Kimberlee Venter
,
Bracknell, United Kingdom
Experience
Other titles
Skills
I'm offering
I am a versatile professional with an extensive background in managing financial services. I have a first-rate attention to detail and a creative mindset. I have been successful at effectively building and maintaining relationships with a variety of stakeholders to meet and exceed company targets. I have a proven track record of process improvement and optimisation, whilst, ensuring operational efficiency. I can confidently and effectively build relationships with key stakeholders and potential customers, utilising exceptional interpersonal skills to consistently exceed company targets.
Markets
United Kingdom
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Available
My experience
2019 - 2020
job
Financial Advisor
SEESA (Pty) Ltd.
Performed risk assessments and collected customer background information to formulate and actualise
strategic financial plans.
• Managed 250+ companies' portfolio diligently, ensuring accurate customer needs assessments.
• Processed amendments and claims actions, paying meticulous attention to detail.
• Effectively communicated details of finances and conditions, risk coverage, premiums, and benefits to clients, promptly answering questions and concerns.
strategic financial plans.
• Managed 250+ companies' portfolio diligently, ensuring accurate customer needs assessments.
• Processed amendments and claims actions, paying meticulous attention to detail.
• Effectively communicated details of finances and conditions, risk coverage, premiums, and benefits to clients, promptly answering questions and concerns.
Detail, Customer
2018 - 2019
job
Personal Lines Underwriter
Kayser Baird Insurance Brokers.
• Oversaw portfolio of 700+ clients over 8 different insurers.
• Settled and monitored insurance claims to ensure that both client and insurer were satisfied with the outcome.
• Thoroughly interviewed clients to identify their insurance needs, creating detailed records throughout.
• Regularly reviewed clients' policies to ensure level and coverage of insurance remained appropriate
during changes of circumstance.
• Settled and monitored insurance claims to ensure that both client and insurer were satisfied with the outcome.
• Thoroughly interviewed clients to identify their insurance needs, creating detailed records throughout.
• Regularly reviewed clients' policies to ensure level and coverage of insurance remained appropriate
during changes of circumstance.
Insurance
2017 - 2018
freelance
Recruitment Consultant
The Magnitude Group.
Managed interview process on behalf of clients and candidates, maintaining appropriate confidentiality
and levels of communication with both parties.
• Advertised and managed position listings, organising interviews with suitable candidates within 30-
minute timeframe.
• Performed due diligence by contacting candidate references, safeguarding clients against
misinformation.
• Negotiated contract details, maintaining confidentiality and impartiality throughout.
MSC Cruises November 2016 to April 2017
Ground Staff
• Performed data control and processed documentations and insurance claims.
• Asked open-ended questions to best understand client needs and determine best travel offerings.
• Used excellent communication and collaboration skills to aid overall guest satisfactory experience.
and levels of communication with both parties.
• Advertised and managed position listings, organising interviews with suitable candidates within 30-
minute timeframe.
• Performed due diligence by contacting candidate references, safeguarding clients against
misinformation.
• Negotiated contract details, maintaining confidentiality and impartiality throughout.
MSC Cruises November 2016 to April 2017
Ground Staff
• Performed data control and processed documentations and insurance claims.
• Asked open-ended questions to best understand client needs and determine best travel offerings.
• Used excellent communication and collaboration skills to aid overall guest satisfactory experience.
Interview, Due Diligence, Recruitment, Insurance
2015 - 2016
job
Sales Manager
Sohan Holdings.
• Accurately compiled and analysed sales figures for review.
• Exceeded sales goals and improved profitability by developing sales strategies and business plans
according to market trends.
• Managed day-to-day sales team performance, ensuring efficiency and productivity were upheld.
• Exceeded sales goals and improved profitability by developing sales strategies and business plans
according to market trends.
• Managed day-to-day sales team performance, ensuring efficiency and productivity were upheld.
Sales, Manager
My education
Skills Academy
Intermediategraduate, Events Management
Intermediategraduate, Events Management
?
-
2013
Grosvenor Girls High School
HighSchoolOrEquivalent, N/a
HighSchoolOrEquivalent, N/a
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