Kimberley Menon

Experience

• 

  AXIS Financial Group

  Oct 2014 - Dec 2021

  Client AdviserAXIS is a Corporate Super Consultancy which works with employers to transform their Super into a Superior Benefit. Since its inception in 1994, AXIS has constantly evolved its technical expertise and innovated its process and technologies to ensure that it remains at the forefront of the industry in working alongside companies to turn the second largest employer funded employee entitlement from a liability into an asset for companies and employees. Due to the complexities of the industry and its lack of transparency, employers often miss the opportunity of positioning themselves favourably with employees in putting the statutory super contributions to work for them and use it to look after their financial well-being in the process. AXIS is committed to working with employers to change these practices and my role in the team is as an Events Adviser with responsibility for:- Preparation of Comparison Documents - Preparation of Insurance Quotes - Processing and Managing underwriting - Developing our Individual Member Service Model - Implementation of our Service Plan - Developing and Maintaining relationships with Tendering Clients - Servicing our existing Individual Client Base- Servicing the existing Corporate Client data base, looking after our group super and insurances. Show less Client Services AdministratorAXIS is a Corporate Super Consultancy which works with employers to transform their Super into a Superior Benefit. Since its inception in 1994, AXIS has constantly evolved its technical expertise and innovated its process and technologies to ensure that it remains at the forefront of the industry in working alongside companies to turn the second largest employer funded employee entitlement from a liability into an asset for companies and employees. Due to the complexities of the industry and its lack of transparency, employers often miss the opportunity of positioning themselves favourably with employees in putting the statutory super contributions to work for them and use it to look after their financial well-being in the process. AXIS is committed to working with employers to change these practices and my role in the team is as a Client Services Administrator with responsibility for:- Preparation of Comparison Documents - Preparation of Insurance Quotes - Processing and Managing underwriting - Processing forms within the business- Implementation of advice for clients- Assisting with day to day queries for all clients- Adviser support Show less

  • Client Adviser

    Mar 2018 - Dec 2021

  • Administrator

    Oct 2014 - Dec 2021
• 

  Approved Financial Planners

  Jan 2022 - May 2023

  Client Services Manager
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  AIA Australia

  May 2023 - now

  Client Development Manager - Phone Based