- Assisting clients to review their policies making sure that the correct cover is in place
- Making clients comfortable when asking the "What If......" questions
- Over 20 years of hands on customer service roles
Background & Experience
Originally coming from Scotland Janice travelled far and wide on her extended OE (10 years of living and experiencing amazing places around the world). Eventually she fell for her future Kiwi husband while over here working on a farm. After a traditional Scottish wedding in Glasgow she settled in this beautiful country.
Janice is a Client Services Adviser in Tauranga. Dealing with Life/Disablement/Trauma and Income Protection Cover. Her main role is to contact existing clients to make sure they have the correct cover in place and take the client through our review process if required.
With a wide knowledge of administration processes, and over 20 years experience in Customer Services, she thrives on helping people.
She recommends that all customers regularly review their Risk Management Plan to make sure the financial solutions they have in place still meet their goals. So many things in life change, marriage, children, buying a house or a rental or retire. She takes all these things into consideration when reviewing our clients Insurance.
She is passionate about making sure our clients are protected so they can go and live life to the full and not worry about what is round the corner.
Risk Management Planning
Many clients sign up for Life Insurance when they first purchase a home then forget about it. We recommend you regularly review your risk management plan to make sure the financial solutions you have in place still meet your needs and goals. If you have made any recent changes such as buying a new home, started a new business, or maybe you have recently refinanced your mortgage, it is important that your insurance cover is aligned to meet these changes.