A dedicated Personal Insurance Specialist/Paraplanner with more than a year of experience supporting financial advisers in New Zealand. Skilled in preparing Statements of Advice, managing client portfolios, and coordinating meetings while ensuring compliance documentation is accurate and up-to-date. Proficient in leveraging tools like DocuSign, Marloo, Microsoft Office, and CRM systems to ensure seamless workflows and maintain data integrity.
Known for building strong client relationships, providing tailored insurance advice, and delivering excellent service with attention to detail. Experienced in cross-functional coordination with insurers and underwriting teams to ensure smooth coverage placement. A committed advocate for ethical practices and client trust, always seeking to improve processes and optimize workflows for efficiency.
