Karl Camilleri
Policy Servicing And Sales Support Officer
Mriehel,68
Summary
Client-focused financial services professional with a robust background in banking and insurance, specializing in policy servicing, sales support, and customer advisory. Deep understanding of life insurance, savings, pensions, and credit products, complemented by exceptional communication skills and advanced technological proficiency. Recognized for reliability and adaptability, consistently delivering accurate and compliant guidance while enhancing operational efficiency. Proven experience in administrative support and client interactions underpins effective sales operations, utilizing strong organizational skills and meticulous attention to detail to maintain precise records and ensure seamless processes.
Overview
4
4
years of professional experience
Work History
Policy Servicing & Sales Support Officer
IVALIFE Insurance
09.2025 - Current
- Provide policy servicing and sales support for life insurance, savings, and pension solutions.
- Deliver accurate, compliant, and client-centred assistance.
- Utilise technology to streamline processes and resolve IT-related issues.
- Communicate complex product information clearly to clients and colleagues.
- Maintain high attention to detail while meeting service standards and deadlines.
Junior Universal Banker
Bank of Valletta
03.2023 - 09.2025
- Deliver high-quality customer service by efficiently handling client queries.
- Manage credit-related products, including loans and credit cards.
- Issue and administer investment products under the banking regulatory framework.
- Conduct needs assessments and recommend suitable financial solutions.
- Collaborate with team members to improve service delivery and branch efficiency.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
Clerk (Part-Time)
Bank of Valletta
01.2025 - 05.2025
- Managed loan and credit card accounts in arrears outside normal banking hours.
- Analyzed customer accounts to identify delinquent payments.
- Liaised with clients to negotiate and agree on repayment plans.
- Maintained accurate records of client communications and transactions.
- Contributed to strategies aimed at reducing arrears.
Playworker
FES – Skola Safi
06.2022 - 08.2022
- Supervised children and ensured a safe learning environment.
- Planned and delivered engaging activities tailored to different needs.
- Encouraged positive social interaction among children.
- Worked closely with colleagues to support child development.
- Provided feedback to parents on children’s progress.
Education
MQF Level 4 - Finance & Insurance
MCAST
Paola02.2023
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Junior College
Msida07.2022
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St Albert the Great College
Valletta06.2020
Skills
Customer Service & Client Advisory
Additional Information
- Strong work ethic with a proactive and adaptable approach
- Excellent interpersonal and communication skills
- Keen interest in finance, insurance, and continuous professional development
Timeline
Policy Servicing & Sales Support Officer
IVALIFE Insurance
09.2025 - Current
Clerk (Part-Time)
Bank of Valletta
01.2025 - 05.2025
Junior Universal Banker
Bank of Valletta
03.2023 - 09.2025
Playworker
FES – Skola Safi
06.2022 - 08.2022
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Junior College
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St Albert the Great College
MQF Level 4 - Finance & Insurance
MCAST