Experience

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  IAG

  • Auckland, New Zealand

  • Specialist - Liability Portfolio

    • Aug 2020 - Present
    • Auckland, New Zealand

    Liability portfolio technical support and guidance.Individual account referral input & advice.Maintenance of underwriting guidelines, rules & authorities.Develop & maintain product wordings, pricing and underwriting tools.Strong focus and engagement with conduct, culture and risk teams.

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  Aon Reinsurance Solutions

  • Auckland, New Zealand

  • Reinsurance Broker

    • Mar 2006 - May 2020
    • Auckland, New Zealand

    (Re)insurance professional managing clients in New Zealand and Pacific Islands. My role entails development, implementation and placement of risk transfer programs for insurers/risk carriers in all aspects of the financial market.This has allowed me to develop a close working relationship with clients, deep understanding of their business and building on my underwriting expertise developed in prior years. Negotiation techniques to facilitate best outcomes for clients while maintaining the longer term business partnership.Completion of assignments undertaken, for existing or new client opportunities, completing transactions to the fullest extent and maximizing revenue opportunities. Co-ordination of information and data to assess and evaluate optimal risk transfer options for clients, taking into account clients' requirements and evaluation of market opportunities available.Product understanding and analysis across a range of risk transfer types but primarily insurances, working within key measurements to develop portfolio level profit margin and growth opportunities. Successfully developed income streams from non-traditional markets including new business planning and execution with introduction of specialists resources to markets. This included Non-Life, Binder and Surety/Guarantee arrangements.Providing management reporting/budgeting for the New Zealand operations. Key achievements in this time include:Successfully maintaining reinsurance coverage for clients during the difficult period of the Christchurch earthquakes sequence (2010/11).Developed along with in-house expertise, Life business for the NZ branch. This was traditionally handled direct . Developing of relationships over many years allowed prospective clients to build confidence in a broker arrangement.Negotiating and placement of underwriting capacity for NZ based business by promoting the specialist skills and market knowledge to risk carriers looking to utilize capital in this region.

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  Willis New Zealand

  • Auckland, New Zealand

  • Insurance Broker

    • Sep 2004 - Mar 2006
    • Auckland, New Zealand

    Specialist role working within the Professional Risks division of Willis. The role was demanding, working with different professional groups requiring Professional Indemnity and other liability insurance contracts. A high level of understanding of the different professions and in-depth knowledge of the liability insurance market was required to retain and grow the portfolio.

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  GE Employers Reinsurance

  • Auckland, New Zealand

  • Assistant Manager

    • May 1996 - Aug 2004
    • Auckland, New Zealand

    My role covered the successful set-up and operation of a new reinsurance branch based in Auckland for GE Employers Re, incorporating underwriting and marketing responsibilities for the New Zealand and Pacific region. Income grew over the 8 year period to $10m consisting of individual risk and treaty excess of loss contracts. Responsibilities included:Underwriting and assessment of risks across property and casualty classes, specific to local requirements, taking into account such factors as natural peril and occupational characteristics. Facilitate and distribution of property and casualty reinsurance contracts in line with local jurisdiction/regulatory requirements. Marketing and new business responsibilities for the range of products underwritten.Relationship management at a senior level to promote the GE ERC franchise.Provide to GE ERC an insurance strategy and technical knowledge for the region to successfully underwrite risk transfer options.Work within quality parameters and maintain regulatory oversight within the local financial services sector. Achievements during this time included the development of the new underwriting role, targeting key business and completion of a marketing plan for New Zealand, successfully introducing the new underwriting entity.Achieved growth targets required by management and within profit margin guidelines.

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  Gen Re New Zealand

  • Auckland, Auckland, New Zealand

  • Facultatve Underwriter

    • Jan 1991 - May 1996
    • Auckland, Auckland, New Zealand

    First introduction to reinsurance working as a Property and Casualty Facultative Underwriter.Responsibilities included the underwriting of individual risk accounts for clients as well as the marketing of Gen Re products which were innovative at the time and new to many local insurers.For Casualty business, maintaining a thorough understanding of the NZ legal/litigious environment was essential for rating and allocation of capacity by class of business was integral in the role. Gen Re provided extensive training in Property and Casualty underwriting, attending Gen Re courses overseas, including spending time with US and UK based lead underwriters. This experience provided a broad understanding in the assessment of risk from an international perspective.This training provided me the confidence to maintain and grow a successful reinsurance portfolio in New Zealand.Gen Re merged with Cologne Re at which point I moved positions with other Gen Re staff to a new reinsurer in the region.

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  Marsh & McLennan Companies

  • Auckland, New Zealand

  • Insurance Broker

    • May 1987 - Dec 1990
    • Auckland, New Zealand

    The role with Marsh & McLennan was my first introduction to broking commercial accounts as an Account Executive responsible for servicing a large range of small to medium accounts which were diverse in in both occupation and nature. This allowed me to broaden my understanding of insurance contracts/coverage, negotiation and client management skills The role was demanding in many respects but positioned me well to develop my business acumen and confidence to grow as an insurance professional.

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  NZI

  • Auckland, New Zealand

  • Insurance Agent

    • Jan 1984 - Apr 1987
    • Auckland, New Zealand

    The role as an Insurance Agent with NZI was my first experience with a privately owned insurer and allowed me to further develop my insurance and sales skills, looking after a mix of direct commercial clients. In addition the role exposed me to portfolio management for the first time and an understanding of the full insurance practice.

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  State Insurance Office

  • Hamilton, Waikato, New Zealand

  • Insurance Cadet

    • Mar 1981 - Dec 1983
    • Hamilton, Waikato, New Zealand

    My first employment with the State Insurance Office, at the time a government office providing domestic and commercial insurances direct to the public. My role was as a cadet learning the basics of insurance, administrative duties ranging from accounting, document drafting, new business counter work and finally as a Commercial Inspector meeting with business owners from all sectors of the economy, recommending and issuing of policies. My role began in Hamilton and promotion took me to the Auckland central office.