Katrina Cecere-Palazzo
Marion
Summary
Dynamic Client Service Officer with proven expertise at Gallagher Australia in enhancing client retention through effective communication and needs assessment. Skilled in negotiating insurance opportunities and training junior staff, I excel under pressure, ensuring timely resolutions and fostering strong business relationships. Committed to delivering exceptional customer service and operational excellence.
Overview
8
8
years of professional experience
Work History
Client Service Officer
Gallagher Australia
07.2022 - Current
- Maintained detailed records of all client interactions, ensuring accurate information was available for reference during future engagements.
- Executed and negotiated new insurance opportunities for new and existing clients.
- Provided ongoing training to junior team members, contributing to their professional development and improving overall team performance.
- Facilitated timely resolutions of client concerns, minimizing potential negative impacts on the business relationship.
- Collaborated closely with internal teams, such as operations, finance and underwriters, to ensure timely processing of clients' transactions and compliance with regulatory requirements.
Sales Associate
Target Australia
01.2017 - 07.2022
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanour and professionally managed issues in busy, high-stress situations.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Solved customer challenges by offering relevant products and services.
Education
No Degree - Insurance And Risk Management
ANZIFF- Tier One
09-2022
Skills
- Telephone skills
- Client needs assessment
- Client retention strategies
- Clear communication skills
Timeline
Client Service Officer
Gallagher Australia
07.2022 - Current
Sales Associate
Target Australia
01.2017 - 07.2022
No Degree - Insurance And Risk Management
ANZIFF- Tier One
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