Senior Insurance Broker

• Jun 2022 - Present

Client Service Consultant - Authorised Representative

• May 2017 - Jun 2022

Sales Manager

• Sep 2016 - Mar 2017

• Lead and manage Bizcover’s Direct Sales. • Develop and implement sales strategies to achieve revenue and growth targets for commercial business insurance • Overall accountability for service levels, effectiveness and compliance of the Bizcover sales team. • Implement sales components of BizCover strategy • Develop and implement recruitment, retention and career path strategies for team members • Develop and implement plans to improve customer experience and team productivity. Key areas include sales activity and conversion rate, sales process quality and efficiency opportunities • Proactively contribute and participate in the Operation leadership team including the support of the achievement of the overall BizCover business objectives • Develop and maintain effective and collaborative relationships with key stakeholders including Marketing, Technology and Finance teams to ensure strategic and operational objectives are achieved. • Proactively manage risk & compliance issues and adhere to regulatory processes.

Sales Manager

• Feb 2014 - Sep 2016

The Willis Group is a leading global risk adviser, insurance and reinsurance broker. With roots dating to 1828, Willis operates today on every continent with more than 18,000 employees in over 400 offices. Willis offers clients resilience for a risky world, through the delivery of market-leading products and professional services in risk management and transfer. To find out more about Willis in Australia, please visit our website at www.willis.com.au. The Willis Group is a leading global risk adviser, insurance and reinsurance broker. With roots dating to 1828, Willis operates today on every continent with more than 18,000 employees in over 400 offices. Willis offers clients resilience for a risky world, through the delivery of market-leading products and professional services in risk management and transfer. To find out more about Willis in Australia, please visit our website at www.willis.com.au.

Account Executive

• May 2012 - Jan 2014

I looked after a book of clients, mainly in the Hire & Rental industry, but I also looked after the Aviation team at North Sydney. I was tasked with growing the book of business, as well as looking after the existing clients.My role included New Business development, servicing clients, staff development, product knowledge and enhancements, attending HRIA events & air shows. I looked after a book of clients, mainly in the Hire & Rental industry, but I also looked after the Aviation team at North Sydney. I was tasked with growing the book of business, as well as looking after the existing clients.My role included New Business development, servicing clients, staff development, product knowledge and enhancements, attending HRIA events & air shows.

Account Manager - Sales / Private Clients

• Apr 2010 - May 2012

Responsibilities• Cultivating business relationships with Aon’s business partners including National Australia Bank and ANZ Bank.• Achieving sales goals for SME Business including High Net Worth Private Clients and cross-selling to other areas of Aon.• Training and mentoring other sales staff.• Managing current pipeline and developing client relations for future business.• Building and improving relationships with other insurers.• Establishing and running the Private Clients area for NSW.• Assisting clients in making claims and assisting with the claims process.Key Achievements:- Increased the size of the Private Clients portfolio in NSW by 100% in 1 year.- Trebled the number of leads coming from Aon’s Channel partners.- Brought in $65,000 income in the final 5 months of 2011, the highest in the team.- On course to exceed budget for the first quarter of 2012 (£48,000).

Sales Director

• Dec 2002 - Mar 2010

I started with Aon as a Client Manager and was responsible for looking after a book of High Net Worth Clients, both Motor & Household. I handled all aspects of their business, such as Mid Term Adjustments, Renewals, New Business & I was responsible for maximising revenue through cross-selling and obtaining referrals.I was then promoted to the position of Senior Client Manager in 2005, and I was responsible for running the team of Client Managers, who have around 850 clients each. This involved :-Day to day management of the team of 16 Client Managers.Allocating workloads and ensuring that the team operates effectively.The setting of Objectives for renewal retention, cross-selling of Aon's products, FSA Compliance, Maximising income, controlling debtors & personal development plans.Ensuring the team meet their targets.Recruitment and training of staff.Conducting staff appraisals and one to ones.Maintaining compliance in accordance with FSA regulations.Handling Complaints of my team and others where necessary. I was then promoted to my current position of Sales Director in August 2008, with overall responsibility for the New Business department for Private Clients in the U.K. I am responsible for overseeing the sales performance of the managers and the sales advisors working for them in the areas of household, motor, overseas homes and travel insurance. I also sit on the Aon Executive Board where decisions are made about sales, marketing, strategies, compliance with FSA regulations etc.

Sales Manager

• Jun 2000 - Dec 2002

responsible for the development of new business.I was responsible for the sales of Motor Insuranceand Home Insurance and I dealt with clients onthe telephone and in person.I was soon promoted to Assistant Manager & I was responsible for:- Development of new business - Motor and Household.Deal with clients in person and over the phone, carrying out Mid-Term Adjustments, New Business & Renewals.Staff Training.Ensure branch targets met & income was maximised.Renewals invited on time and ensure targets met.

Branch Manager/Renewals Manager/Administration Manager

• Nov 1995 - Jun 2000

I joined Bennetts in November 1995 and progressed to Branch Manager in 1996 in the Farnborough office. I then Managed the Camberley office until February 2000, when I became manager of the newly created Administration Centre. I set up this centre myself, recruited the staff and I also created all the systems and procedures, which were then implemented in the future Administration Centres.I then moved to Reading where I set up and managed the Renewals centre, responsible for the renewals of 12 local branches. During my time at Bennetts I was responsible for the running of a sales office, the recruitment and training of staff, and have attended many training and development courses to add to my management skills. My roles included :- The day to day management of the Branch.Ensure the team meet their targets.Recruitment and training of staff.Manage the income, expenditure with full control of the branch budgets.Conducting staff appraisals and one to ones.Manage renewals of 13 local offices.Manage administration of 13 local offices.

Insurance Consultant

• Feb 1993 - Nov 1995

Advise clients on all aspects of General Insurance.Achieve personal sales targets.Training of staff.Manage the branch claims.OTHER RELATED My previous roles have included:- Advise clients on all aspects of General Insurance.Achieve personal sales targets.Training of staff.Manage the branch claims.OTHER RELATED My previous roles have included:-

Supervisor

• Oct 1983 - May 1988

I started as a cashier, then moved onto supervising the counter staff and ensuring the administration was up to date, as well as interviewing customers and cross-selling the bank's products and services. I started as a cashier, then moved onto supervising the counter staff and ensuring the administration was up to date, as well as interviewing customers and cross-selling the bank's products and services.