Experience

Greenacres Disability Services

• Australia
• Non-profit Organizations
• 1 - 100 Employee

• Compliance and Risk Officer

  • Mar 2020 - Present



Oriel Property Services

• Customer Service Officer

  • Jan 2018 - May 2018

  * Proactive claims management with a focus on shortening claim life * Manage relationships over the phone with clients and contractors * Manage incoming and outgoing calls * Perform a variety of support and administration task * Written and verbal communication with external parties * Meeting service level agreements and internal deadlines * Ensuring compliance with relevant service level agreements and codes. * Proactive claims management with a focus on shortening claim life * Manage relationships over the phone with clients and contractors * Manage incoming and outgoing calls * Perform a variety of support and administration task * Written and verbal communication with external parties * Meeting service level agreements and internal deadlines * Ensuring compliance with relevant service level agreements and codes.



Sydney Water

• Australia
• Utilities
• 700 & Above Employee

• Senior Insurance Advisor

  • Nov 2006 - Nov 2017

  • Liaising with Contractors and Sydney Water’s internal contract managers in regard to Sydney Water’s Principal Controlled Insurance Program (PCIP) which later became Construction Risks Insurance Fund (CRIF) . In particular, this includes: - managing PCIP databases for quarterly declarations to insurers - ensuring Contractor’s compliance with insurance obligations in SWC contracts - managing all insurance aspects of PCIP/CRIF regime, primarily providing advice in regard to amendments to insurance and indemnity requirements, including negotiations with potential contractors - managing all other aspects relating to PCIP regime within SWC and significant assistance including negotiations with TMF, brokers and insurers on the placement of cover • Extensive participation in risk management workshops to identify potential exposures to SWC’s insurance program and considering applicability of insurance • Managing the renewal information and premium payments for Sydney Water’s commercial insurance and TMF programs • Managing all other aspects of SWC’s general insurance programme on as “as required” basis • Assisting with major capital and operational projects such as Water Delivery Alliance, Desalination, Design and Construct and Western Sydney Recycled Water Initiative. This involves reviewing policy wordings, responding to question regarding cover, collecting the underwriting information and answering any queries relating to the information and assisting with the placement of the insurance • Assisting with special projects such as transferring PCIP from the commercial insurance market into TMF and then transitioning the cover to the CRIF, PCIP review, Contract Commitment Register and Corporate Services induction program • Presentations to SWC Executive Team, General Managers and Senior Managers



Stardex

• Compliance Manager

  • 2002 - 2006

  • Assist in establishing the Risk Management and Compliance Procedures and Systems • Develop the implementation strategy for the Risk Management and Compliance Procedures and Systems • Implement the Risk Management and Compliance Procedures and Systems • Establish and deploy appropriate change management strategies in relation to the new FSA compliance regime • Prepare submissions for Stardex’s corporate insurance programmes and liaised with brokers and insurers to secure terms and place business • Develop the Underwriting Manuals for the Professional Indemnity and Directors & Officers Liability insurance products • Develop and implement audit timetables for reviewing all aspects of AFS licensing obligations and under those audits • Develop Policies & procedures to ensure compliance with changes to / enactment of new legislation and ASIC Policy Statements • Develop and deliver training modules to ensure adequate understanding of compliance environment and requirements • Complete Licensing audits in accordance with timetables • Report monthly to Management and Board in regard to compliance (licence and audit)



Dexta

• Senior Underwriter

  • 1999 - 2002

  • Manage a staff of four, servicing four states (NSW, ACT. Qld, WA), and $18,500,000 premium portfolio of Professional Indemnity (PI)I, Directors and Officers Liability (DandO), Employment Practices Liability (EPL) and Fidelity products • Report monthly to Management in regard to budget (renewal and new business income, expenses, other corporate Key Performance Indicators (KPIs), claims trends, portfolio performance and market conditions • Develop systems, databases and procedures to monitor all quotations, policies, premiums and reinsurance arrangements Develop the implementation strategy for the Risk Management and Compliance Procedures and Systems • Assist in composing Professional & Financial Risks product wordings and proposals (PI, DandO)



FAI

• Underwriter

  • 1995 - 1999

  • Develop databases to manage Scheme portfolio and ensure proper recording processes • Manage the Fidelity Guarantee and Commercial Legal Expenses portfolios • Assist in developing the EPL portfolio (Policy wording, rating and underwriting guidelines) • Manage all the DandO insurance for WA branch • Member of a working committee to develop DandO Liability Underwriting Manual, Fidelity Guarantee Underwriting Manual and product revision and computer-based quotation and claims system • Develop databases to manage Scheme portfolio and ensure proper recording processes • Manage the Fidelity Guarantee and Commercial Legal Expenses portfolios • Assist in developing the EPL portfolio (Policy wording, rating and underwriting guidelines) • Manage all the DandO insurance for WA branch • Member of a working committee to develop DandO Liability Underwriting Manual, Fidelity Guarantee Underwriting Manual and product revision and computer-based quotation and claims system



AIG

• United States
• Insurance
• 700 & Above Employee

• Profesional Indemnity Underwriter

  • 1984 - 1995

  • Manage a staff of four, servicing two states (NSW and Qld) and $10,000,000 premium portfolio • Manage Professional Indemnity portfolio as Australian Underwriting Manager • Manage a staff of six when responsible for Bundled Programs (combined insurance package for professionals) • Report monthly to Management in regard to budget (renewal and new business income, expenses, other corporate KPIs), claims trends, portfolio performance and market conditions • Manage a staff of four, servicing two states (NSW and Qld) and $10,000,000 premium portfolio • Manage Professional Indemnity portfolio as Australian Underwriting Manager • Manage a staff of six when responsible for Bundled Programs (combined insurance package for professionals) • Report monthly to Management in regard to budget (renewal and new business income, expenses, other corporate KPIs), claims trends, portfolio performance and market conditions



Minet Australia

• Junior Account Executive

  • 1985 - 1985