Anna

Paraplanner/Personal Insurance Specialist

mark as hired

Overview

Looking for full-time work (8 hours/day)

at $5.88/hour ($1,120.00/month)

Bachelors degree

Last Active

August 8th, 2026 (5 days ago)

Member Since

March 27th, 2025

Profile Description

A dedicated Personal Insurance Specialist/Paraplanner with nearly 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, 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.

Top Skills

Office and Administration » Admin Data Processing

Experience: 10+ years

Customer Support » Customer Relationship Management

Experience: 10+ years

Other Skills

Accounting » Quickbooks

Experience: 2 - 5 years

Project Management » Trello

Experience: 2 - 5 years

Accounting » Financial Accounting » Financial Analysis

Experience: 5 - 10 years

Marketing » Appointment Setting » Calendly

Experience: 5 - 10 years

Professional Services » Management Services » Bpo Operations Management

Experience: 5 - 10 years

Customer Support » Sales Support » Prospecting

Experience: 5 - 10 years

Basic Information

Age: 43

Gender: Female

Website: Sign Up with Pro Account to View

Address: Binangonan, Rizal

Tests Taken: IQ
Score: 133: DISC
Dominance: 19%
Influence: 19%
Steadiness: 37%
Compliance: 25%: English
C2(Advanced/Mastery)

Government ID: Sign Up with Pro Account to View

“I have a team of 6 VA's that pretty much do everything for me”

Elishama Jiles

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BENCHMARKS

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jobseekers/info

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0.0002	`SELECT * FROM notes WHERE employer_id = '0'`

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Anna

Paraplanner/Personal Insurance Specialist

Overview

Profile Description

Top Skills

Office and Administration » Admin Data Processing

Customer Support » Customer Relationship Management

Other Skills

Accounting » Quickbooks

Project Management » Trello

Accounting » Financial Accounting » Financial Analysis

Marketing » Appointment Setting » Calendly

Professional Services » Management Services » Bpo Operations Management

Customer Support » Sales Support » Prospecting

Office and Administration » Documentation

Office and Administration » Client Relationship Management

Office and Administration » Regulatory Compliance

Basic Information