Prior to working at AGI I worked in a product-related role in the insurance industry. When I saw the ad from AGI on Seek I thought it had many similarities to my current role but more opportunities. I’ve really enjoyed it because my role is very practical; I’ve been able to apply theory into practice. I’m exposed to the insurance processes I had only read about – underwriting, claims, sales, onboarding. I feel like very lucky that I have been given a richer, deeper experience with a more holistic picture of the industry.
You’ve been at AGI since 2014. Can you tell us a little bit about your experiences so far, for example, how has the company changed since you started and what do you enjoy most about your role?
When I joined seven years ago, we did reviews manually in excel, including data collection. But what was impressive though was that even back then we had our own apps and databases to streamline administration which was built from scratch in-house. Since coming on board, I’ve been able to get involved in automating our administration functions further by working closer to IT. It’s been really satisfying to look at processes and system issues from a variety of perspectives and been able to help iron out and improve them. Our operations and admin teams are really focused on minimising human error which means we are constantly improving our apps and systems. Now our systems are incredibly automated and streamlined.
Because I work with a team with such great eye for detail, I’ve been able to develop my skills in this area too, along with my communication skills. I used to be quite shy, but my confidence has grown over the past few years working with advisers which I really enjoy. My favourite part of my role is helping others – the insurer, our adviser clients and their clients, the insured members; it’s very satisfying being able to make their lives easier.
What do you like most about working at AGI?
There are a few but my top ones would have to be our culture, which is very supportive and family-oriented. Everyone’s input is respected and listened to. The other thing is the snacks! Our ‘Hub’ (the staff kitchen) is always stocked with great coffee and snacks, which is the heart and soul of our office.
Anything else that people may not know about you?
One - I love mystery and horror movies. Two - I have ten siblings and I’m the youngest female.
As Team Leader, what does your average day look like?
The first thing I do in the morning is check my emails and allocate tasks to my team and myself in order of priority. I then address the task management report from our apps to deal with the various plans’ tasks for the week. Once I finish that I work on looking for enhancements on our apps and doing any UATs; submitting improvements to be made to IT. Once IT come back with changes we then test as a team. I try and clear my task list but invariably adhoc tasks always come up before the end of the workday; however I usually try to plan for the next day and finish work by 6pm.
What is your team currently working on?
We’re currently working on annual reviews and re-rates which involves a variety of adviser requests such as quotes for different benefit designs, etc. We also have the usual new business quotes to attend to and the day-to-day plan management administration queries from advisers.
In your view, what is the most challenging aspect of being part of your team?
As we are a growing team, there is quite a bit of juggling – of different individuals with different ideas and ways of doing things, together with the workloads for various projects. Right now, it’s quite exciting because members of our team are branching out and starting work on different projects. That comes with its challenges too because we need to make sure we come up with solutions that work best because of the numerous parties involved (such as adviser, insurer, member). Having said that, I’m really grateful for my team, they’re so good at helping me and are always open to learning and improving all the time.