Experience

Zurich Australia

• Financial Services
• 400 - 500 Employee

• Senior Mental Health Claims Consultant

  • Apr 2020 - Present

• Mental Health Claims Consultant

  • Jun 2019 - Present

  End to end management of 50 complex mental health income protection claimsLiaising with Chief Medical Officers, Rehabilitation providers externally and internally to manage return to work expectations. Communicating with key steak holders including, re insurer's, Business Development Managers and Advisers to manage expectations and outcomes.Mentoring/training of new staff.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Mental health claims consultant

  • Dec 2018 - Present

  End to end management of 50 complex mental health income protection claimsLiaising with Chief Medical Officers, Rehabilitation providers to manage return to work expectations. Communicating with key steak holders including, re insurer's, Business Development Managers and Advisers to manage expectations and outcomes.

• Claims Assessor

  • Aug 2016 - Present

  Managing the end to end assessment of 50+ complex Life, Total and Permanent Disability, Trauma and Income Protection claims. Liaising with specialists chief medical officers, rehabilitation providers to manage return to work expectations. Project management of portfolio's and internal projects. Training and mentoring of new staff.



NobleOak

• Australia
• Insurance
• 1 - 100 Employee

• Senior Claims Client & Adviser Operations

  • Feb 2014 - Jul 2016

  Key Components of Senior Claims Role• Manage the claims lodgment process on Life, TPD, IP, Trauma and Business Expense Claims• High quality, accurate and timely claims assessments and file reviews• Requesting all relevant information from members/advisers to assist with the management of each claim• Assist with responses on Claims Dispute Resolutions (internal and FOS/Legal) cases • Guide and lead team members to deliver claims payments and requirements on time and consistently within service standards • Help upskill claims team and continually review and improve our scripts and processes• Managing the claims process, including but not limited to auctioning daily reports, arranging all ad hoc documents and sending additional documents to claimants/advisers/assessors as required • Assist the Claims Manager with claims reporting, planning, reviews and general day to day management• Involvement with all Claims projects Client and Adviser Operations• Handle all client enquires for existing members • Train and upskill the client service team to continually improve our service and processes• Compile and update client related reports• Involvement with all complaint handling from start to finish• Act as a liaison between clients and advisers• Set up distribution agreements and RCTI agreements• Manage all group and corporate insurance clients and enquires • Manage adviser/dealer relationships and develop and maintain to a reputation for excellent service and generate business .



AMP

• Australia
• Financial Services
• 700 & Above Employee

• Practice Manager

  • Jan 2010 - Feb 2014

  • Liaising with HNW clients on all matters relating to portfolio administration and movement• Manage pre and post meeting client engagement on behalf of Advisers acting as the Advisers link between the Technical and Implementation team• Coordinate the preparation of client correspondence and reports on behalf of the Advisers• Maintain the CRM database to ensure client information is captured and all written or verbal correspondence with clients is diligently recorded in the database• Manage client enquires and problems on behalf of the advisers• Review and analysis of portfolios for the purposes of investment strategy, re-weighting and reporting• Investment and Insurance Research, validation and communication• Claims Management start to finish• Respond to client’s needs and requests efficiently ensuring that you meet service standards



MetLife

• United States
• Insurance
• 700 & Above Employee

• Senior New Business Consultant

  • Apr 2008 - Dec 2010

  • Portfolio management of funds new business• New business set up on data basis• Liaise with Underwriting on requirements and decisions• Request requirements from funds and members• Booking requirements via UHG• Keep customers continually updated and follow up requirements diligently to requesting underwriting requirements in 24 hours• Set up of new policies on the system on the same day accepted• Provide support on general enquiries from clients, advisers, Reinsure and UHG• Ensure all systems are updated according



Superpartners

• Australia
• Financial Services
• 200 - 300 Employee

• Insurance Consultant

  • Mar 2006 - Apr 2008

  • Overseeing the client application process and liaising with the underwriters and members to ensure that applications are completed in a timely manner• Day to day serving of new business requests and problem solving• Liaising with Underwriting on requirements and decisions• Requesting requirements from members• Booking requirements via UHG• Keep members continually updated and follow up requirements diligently to requesting underwriting requirements in 24 hours• Set up of new policies on the system on the same day accepted• Provide support on general enquiries from members and UHG• Ensure all systems are updated accordingly