Experience

Zurich Australia

• Financial Services
• 400 - 500 Employee

• Product Manager

  • Nov 2020 - Present

• Assistant Product Manager

  • 2017 - Nov 2020

• Premium Service Consultant

  • 2016 - 2017

• SME Packages Underwriter

  • 2015 - 2016



ClearView Wealth Limited

• Australia
• Financial Services
• 200 - 300 Employee

• New Business Administrator

  • Aug 2012 - Jan 2015

  As part of a small and dedicated team I am the main point of contact for insurance Brokers for Clearview Wealth. I am responsible for the beginning to end administrative work for all our insurance products. I liaise daily with brokers, BDM’s, clients, and medical professionals to provide a quick and efficient service, which exceeds Clearview’s high service level agreement. I work closely with underwriting and assist their team in gathering and organising reports and client documents for their assessment.



Loan Market

• Australia
• Financial Services
• 300 - 400 Employee

• Broker Service Manager

  • Mar 2009 - Aug 2012

  My role at Loan Market was to make warm outbound calls to clients who have registered an interest in our mortgage brokering offers through our multiple lead generators. Utilising Salesforce and database reporting I was responsible for the accurate distribution of our leads to our brokers Australia wide. As first point of contact I was also responsible for qualifying all lead generated by Loan Market and assessing their suitability to proceed to our brokers. I aided our in-house brokering team and achieved Lead conversion targets in this diverse role.