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Manager Insurance

Location:
Revesby, New South Wales, 2212, Australia
Posted:
October 02, 2016

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RESUME

NAME: Miriam Munoz

ADDRESS: Macquarie Park, NSW, 2113

EMAIL: acwvo6@r.postjobfree.com

PHONE: 045*-***-*** (Mobile)

EDUCATION: 2014 ASIC Tier 1:PS146 Insurance Advisor

**** ********e Institute FSB503 Claims Handling for Brokers

2012 Insurance Institute FSB504 Risk Assessment and Management

2011 Insurance Institute FSB510 ASIC RG Tier 1:

Progression Broking Diploma

2005 Insurance Institute FSI003 Tier 1: Insurance Broking

Compliance upgrade

2005 ASIC Tier 1:PS146 Insurance Advisor No: 286641

2004 Six Sigma White Belt

2004 PS146 Tier 1: ASIC Compliant

2004Insurance Institute FSI101 Serving the Customer

2003 Insurance Institute FSI105 Insurance Law and Regulations

2003 Insurance Institute FSI102 Claims Handling

1997 Certificate III IT

1994Time Management Course

WORK HISTORY

InterRisk-

September 2014 – Current

Insurance Broking Account Manager-

Broking: Client Facing Broker

Portfolio size of 1500 clients with an income of over $500,000 PA

Commercial, SME, Corporate clients

Insurance classes but not limited to - Residential & Commercial Strata, PL, BI, ML, PI, Contract Works, Contractors Plant, General Property, Marine, Marine Transit, Commercial Motor & Fleet, Child Care, Golf Club Packages, Law Packages, Corporate Travel, PA, Farm Packs - including, income producing Farms. Worker Compensation.

Debtor control, Monthly budget targets, Premium funding,

2012 - 2014

Wagland Salter and Associates – Steadfast IRS

Insurance Broking Account Executive-

Broking: & handled all claims for the office.

I worked directly with the Owner of the company managing his clients, also managed my own Portfolio of client’s,

Portfolio size of 1500 clients with an income of over $200,000 PA

Prestige Lloyds clients, SME, Corporate clients,

Working with Business Packs, Personal Lines, Strata, PI, Liability, BI, ML, Marine, Marine Transit, Travel Insurance, Commercial Motor, Fleet, SUV Underwriting PI Scheme, Golf Club coverage, Farm Packs- including, income producing Farms. Worker Compensation.

Debtor control, Monthly budget targets, Premium funding, claims handling

2010 - 2012

JLT Insurance Brokers

Insurance Broking Account Executive-

I ran the Retirement Villages Australia Scheme 3500 Members

Account management, Tasking,closings, endorsements, invoicing, Quotations, Binding cover, Understanding of underwriting guidelines. Policy wording, knowledge of the Insurance Act, FSR, Code of Practice, APRA, ASIC act’s, Banking within Broker Plus system. Sunrise, JBS.QBE, CGU, CHU, Lumley, Vero Central, Mansions, Allianz, SUU, Zurich Club Marine, Chubb Master Piece, sunrise interface, EDI.

2004 – 2006 Left to Travel Internationally Lived between USA & Australia until Feb 2010

DMA Insurance Brokers

Assistant Account Executive - Insurance Broking

Assisted 6 Brokers and was the Office Manager, & handled all claims.

Account management, Tasking,closings, endorsements, invoicing, Quotations, placing CTP green slips. Claims Management start to finish, Understanding of underwriting guidelines. Policy wording, knowledge of the Insurance Act, FSR, Code of Practice, APRA, ASIC act’s, Banking within Broker Plus system, etc.

October 2002 - September 2004

Citigroup/Metlife & GE Consumer Credit Insurance Assessor

Lodgment to settlement, Beginning to End Processing and Assessment of Claims on, Finance Loan Accounts, Auto Finance, Death Claims, Disability,Involuntary Unemployment. Credit Card, Loan Protection, Mortgage Protection, Income Protection. Understanding medical terminology . Medical report,Corresponding with Health Insurance Commission, Workers Compensation, Work Cover, Doctors and Medical Specialists. Policy wording, knowledge of the Insurance Act, FSR, Code of Practice, APRA, ASIC act’s, Understanding of underwriting guidelines. IDR and IEC protocols and procedures. IME recommendations & follow up, Severance management, Non-Disclosure’s & cancellations of Policies.

1997–2002

AMP-Sold to GIO- NRMA Sold CGU Insurance-Domestic - Claims Assessor.

Motor Teleclaims, Lodgment progressed to Home & Contents Claims, beginning to end of claims. Portfolio ownership, Case Management

policy wordings for CGU direct, St George, ANZ, Strata

Policy, Landlord, Rent default, Tenant damage, Dealing Directly with Brokers, Agents Assessment of claims, appointing Assessors, Loss Adjusters

Investigators, IRS checks, Obtaining Police checks, Obtaining replacement quotations of Domestic items Via suppliers, replacement of items, Arranging emergency repairs of Damaged buildings, Standard building repairs for buildings within the policy guidelines, GST components & ITC % for building repairs. Total loss large loss claims, recovery claims, and Builders contracts between the Insurance company and the client. Authority to repair documentation. Denial of claims within the policy wordings, Denial letters.

1989-1997

Owned & Managed Domestic cleaning Business

Owner, Manager, Carpet Cleaning Business. Ipswich( QLD )

Real Estate Salesperson (Part time)

Mater Hospital Brisbane,Data entry, Money collection, Invoicing( Night work )

Night fill Woolworth’s Ipswich, Queensland.( Night work )

June 1989 Moved to Australia



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