Experience

Holdfast Insurance Brokers

• Australia
• Insurance
• 1 - 100 Employee

• Account Manager

  • Mar 2022 - Present

• Internal Account Manager

  • May 2021 - Mar 2022



Business Insurance Services Pty Ltd

• Assistant Account Broker / Representative

  • Mar 2018 - May 2021



MGA Insurance Brokers Pty Ltd

• Assistant Broker

  • Jan 2016 - Feb 2018



Arthur J. Gallagher & Co.

• 1 - 100 Employee

• Assistant Account Executive

  • Oct 2013 - Aug 2015

  Assistant Account Executive for two Transport, Civil and Fuel Brokers I assist two Senior Account Executives in their day to day management of insurance programs. This included negotiation of cover and premiums with underwriters, processing of invoices and insurance documents, and client queries. Duties: * High Level Relationship management between both clients and underwriters * Quotes for New Business (From speaking to clients through to processing) * Completion of renewal process * Completion of Endorsements * Maintaining Debtors * System Knowledge -IBAIS -Sunrise -Microsoft Office * Claims Handling -Lodgement of claims -Escalations * Processing of all documentation * Reports * Office Administration Duties



Donnelly Insurance Brokers Pty Ltd

• Insurance Broking Consultant

  • Jun 2010 - Oct 2013

  My main focus was predominantly in Domestic insurance, but also included small commercial clients with business insurance and Farm Insurance. This included sourcing the right cover to meet the client’s needs, processing invoices and documents, general queries, correspondence between myself and underwriters. Duties: * Source Domestic and Commercial Insurance * High level of relationship management between both clients and Insurers * Manual Renewals for existing customers * Claims Handling - Lodgement of Claims * Endorsements ( Domestic and Commercial) * Reports - Finance Settlements - Payment to underwriters * System Knowledge -WINBEAT -Sunrise -Microsoft Office * Daily Banking * Office Administration Duties.