Experience

Guardian Financial Services Group

• Australia
• Insurance
• 1 - 100 Employee

• CEO

  • Aug 2017 - Present

• CEO

  • Aug 2017 - Present



Guardian Insurance Brokers Pty Ltd

• Adelaide, Australia

• CEO

  • Aug 2017 - Present

  Day to Day running of a General Insurance Broking firm, who prides themselves on their commitment to Professional Service to their valued Business Partners. Day to Day running of a General Insurance Broking firm, who prides themselves on their commitment to Professional Service to their valued Business Partners.



CHU Underwriting Agencies Pty Ltd

• Australia
• Insurance
• 100 - 200 Employee

• Branch Manager - South Australia

  • Apr 2016 - Jun 2017

  The day to day management of a Team on Insurance Professionals. The day to day management of a Team on Insurance Professionals.



Zurich Australia

• Financial Services
• 400 - 500 Employee

• State Distribution Manager SA & NT

  • May 2012 - Mar 2016

  Responsible for the Effective day to day management of a team of Distribution Specialists to achieve business budgets and specific Key Performance measures. Coaching, development and mentoring of direct reports Facilitate training as required, including training on specific sales competencies, behaviours, and techniques Manage and implement change as required Development, implementation and agreement of business planning documents for each Broker Manager to align broker strategy with Zurich’s and grow the business through an effective business development strategy Involvement and negotiation of individual broker sales targets and budgets at the beginning of each year Development and maintenance of Broker Profiles, reflecting agreed strategy for growth, results, opportunities and engagement plans, including milestones and important information Responsibility for development and implementation of business plans and strategies Responsible for adequate and appropriate record keeping, including Broker engagement, Growth strategy, RCT, GI Marketing Database and X Sell opportunities. Facilitating access of relevant Zurich people into the broking house to develop appropriate relationships and drive growth Delivering value to external and internal stakeholders through structured relationship management Monitoring the competitor environment and develop strategies to gain competitive advantage Monitoring business partner performance on a monthly basis against agreed plan, taking remedial action as appropriate Promoting GI initiatives, products and services across all customer segments. Manage consistent messages to the market Representing Zurich at conferences and functions and ensuring other relevant Zurich Stakeholders are included Pipeline Measures – Expand the number of Brokers where the pipeline comes from and increase the pipeline volume Monitor direct reports to ensure a contact visit schedule of approximately 40 meaningful Broker visits per month. Show less



Grand West Pty Ltd

• Adelaide, Australia

• General Manager

  • Oct 2006 - May 2012

  Responsible for the management of the day to day operation of a medium sized General Insurance Broking firm. Responsible for the management of the day to day operation of a medium sized General Insurance Broking firm.



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Claims Manager

  • Feb 2006 - Oct 2006

  Responsible for the day to day management of a team of 10 Claims and Administration officers to create and maintain a performance orientated culture. Responsible for the day to day management of a team of 10 Claims and Administration officers to create and maintain a performance orientated culture.



Portfolio Planning Solutions

• Adelaide, Australia

• Account Broker

  • Jan 2003 - Feb 2006

  Ongoing management of a book of large Corporate clients, whose premium income was in the region of $950,000. Ongoing management of a book of large Corporate clients, whose premium income was in the region of $950,000.



CGU Insurance

• Australia
• Insurance
• 700 & Above Employee

• Claims Manager

  • Mar 2002 - Dec 2002

  Responsible for the development and ongoing management of the new call centre of 25 team members handling all incoming calls related to the lodging of New Motor Vehicle & Domestic Claims. Responsible for the development and ongoing management of the new call centre of 25 team members handling all incoming calls related to the lodging of New Motor Vehicle & Domestic Claims.



AMP

• Australia
• Financial Services
• 700 & Above Employee

• State Claims Manager SA, NT & ACT

  • Sep 1995 - Mar 2002

  Enhance the AMP’s corporate image and brand by managing and developing Commercial, Domestic and Motor Vehicle Claims Teams to provide claim service to customers in a fast, fair and consistent manner so that they become advocates of our service. Enhance the AMP’s corporate image and brand by managing and developing Commercial, Domestic and Motor Vehicle Claims Teams to provide claim service to customers in a fast, fair and consistent manner so that they become advocates of our service.