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