Fia Percy
London
Summary
Personable Office Administrator & Broker Support with over 5 years of experience prioritising multiple tasks requiring prompt solutions. Talented problem solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members requests
Professional and welcoming in creating a productive work environment.
Overview
8
8
years of professional experience
Work History
Domestic Broker Support
Runacres Insurance
01.2022 - 03.2024
- Maintaining accurate records and documented client data for around 1,600 clients in multiple company databases
- Promoting client retention (96%) through high-quality service and follow through
- Presenting and clearly explaining insurance policy options based on clients' needs and goals
- Managing over 500 individual policy renewals each year under own book
- Promoting agency products to clients in person, by telephone and in writing
- Solely looking after a $350,000 NZD book of business, whilst assisting three other brokers with their own books - a total of $1.4M NZD
- Acquiring over 200 new clients within a 12-month period.
Office Administrator
Runacres Insurance
03.2021 - 01.2022
- Interacting professionally with customers and over 30 staff
- Answering queries and responding to 50+ telephone and 40+ email enquiries per day
- Replenishing office supplies bi-weekly, placing orders for restocking to maintain inventory
- Filtering emails and insurance placings daily based on importance and escalating any issues to leadership
- Collaborating with other administrative support to oversee over 30 individual staff calendars and coordinate 3 meeting rooms
- Remaining calm and professional in stressful circumstances with clients.
Office Administrator & Receptionist
Hays Recruitment
07.2019 - 03.2021
- Providing administrative support in a very busy role directly to 20 staff situated in Christchurch and another 30+ staff in both the Wellington & Auckland offices
- Creating and managing monthly budgets for travel, training, and team-building activities
- Interacting with and greeting 10-20 candidates daily, setting up meeting rooms with water and organising online training on four computers
- Updating office goals on whiteboards for end-of-month celebrations.
Office Administrator (Part Time)
First Capital Financial Services
01.2016 - 06.2019
- Assisting with 10+ staff and their day-to-day requests and enquiries
- Copying, logging, and scanning clients' documents into CRM.
Crew Trainer
McDonald's
05.2017 - 04.2019
- Instructing new team members on correct procedures for smooth operations
- Providing constructive feedback and one-on-one coaching to employees
- Staying up to date on requirements of all team positions to optimize training.
Education
Certificate in Financial Services - Level 5 General Insurance
ProfessionalIQ
New Zealand2023
Certificate in Communications Media, Level 4 - Print Journalism
Ara Institute of Canterbury
New Zealand2018
NCEA Levels 1, 2 & 3 - Achieved With Excellence Endorsements
Rangi Ruru Girls School & Cashmere High School
New Zealand2017
Skills
- Financial Analysis
- Interpersonal Communication
- Compliance Adherence
- Documentation Expertise
- Business Growth
Work Eligibility
Youth Mobility Scheme visa, expiring 03/17/2026. Sponsorship not required.
Additional Information
References & Right to Work Sharecode Available upon request.
Timeline
Domestic Broker Support
Runacres Insurance
01.2022 - 03.2024
Office Administrator
Runacres Insurance
03.2021 - 01.2022
Office Administrator & Receptionist
Hays Recruitment
07.2019 - 03.2021
Crew Trainer
McDonald's
05.2017 - 04.2019
Office Administrator (Part Time)
First Capital Financial Services
01.2016 - 06.2019
Certificate in Financial Services - Level 5 General Insurance
ProfessionalIQ
Certificate in Communications Media, Level 4 - Print Journalism
Ara Institute of Canterbury
NCEA Levels 1, 2 & 3 - Achieved With Excellence Endorsements
Rangi Ruru Girls School & Cashmere High School
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