Experience

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  Acumen Insurance

  • Sydney, Australia

  • Broker

    • Jun 2018 - Present
    • Sydney, Australia

• 

  Quattro Risk Services

  • Sydney, Australia

  • Account Executive

    • Apr 2018 - Jun 2018
    • Sydney, Australia

    Corporate Financial Lines

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  Watkins Taylor Stone Insurance Brokers

  • Surry Hills

  • Account Executive

    • Jun 2014 - Apr 2018
    • Surry Hills

    Managed SME book plus support to Management.

• 

  Willis Towers Watson

  • Sydney, Australia

  • Account Executive

    • Nov 2013 - Jun 2014
    • Sydney, Australia

    SME Account Broker for ANZ Clientele, seeking insurance solutions for ANZ's new business opportunities.

• 

  HIA Insurance

  • Macquarie Business Park (North Ryde)

  • Client Executive

    • Feb 2012 - Nov 2013
    • Macquarie Business Park (North Ryde)

    AON arm, HIA specialises in providing insurance solutions for the construction industry. I managed approx. portfolio of 500 Builders e.g. Home Warranty and General Insurances.

• 

  DMA Insurance Brokers

  • Tuggerah

  • Account Executive

    • Feb 2008 - Feb 2012
    • Tuggerah

    A General Insurance Broker on the Central Coast, I managed an SME portfolio of around 335 SME Business Client's, various industries and products included business packages, broadform liability, financial lines, commercial motor, commercial strata, marine cargo, corporate travel, personal accident & sickness.

• 

  Rydges Hotels & Resorts

  • Port Macquarie

  • Assistant to Hotel Controller

    • Oct 2007 - Jan 2008
    • Port Macquarie

    Throughout my short time at Rydges I assisted the Hotel Controller in managing the Hotels financials. My role included data entry of hotel expenses, debtor management, inventory, monthly stock take and reconciliation of accounts.

• 

  Vaughan & Monaghan Insurance and Financial Services Pty Ltd

  • Hornsby

  • Retail Account Executive

    • Dec 2006 - Aug 2007
    • Hornsby

    I managed a portfolio of landlord and commercial motor insurances. My mail role was renewal retention and placement of new business. I also transacted workers compensation fees, processed renewals, new business, endorsements, cancellations, lapses.

• 

  Terri Scheer Insurance Pty Ltd

  • Chatswood

  • Retail Client Service Associate

    • Jul 2005 - Dec 2006
    • Chatswood

    My first step into the Insurance Industry. Terri Scheer specialised in Landlord and Building Insurance. My role was to provide customer service to Client's and Real Estate Property Managers and Pricipals, I also assisted Business Relationship Managers when required. Duties included general office and administration duties, new business data entry, Client data base maintenance, weekly and monthly new business reports, produce and issue CoC's, process payments, mail management, register claims.