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Lance Pooley is a seasoned insurance professional with extensive experience in underwriting, marketing, and business development. He holds a Licentiate Insurance degree from the University of South Africa and has completed various insurance courses. Pooley has worked in various roles, including Fire & General Broker Consultant, Business Development Officer, and Sports Coach.

Credentials

  • Licentiate Insurance
    Licentiate Insurance

Experience

  • Threefold Group
    • Auckland, New Zealand
    • Fire & General Broker Consultant
      • Mar 2017 - Present
      • Auckland, New Zealand

      Threefold has Three main dimensions to the company, Mortgages, Life Insurances and Fire & General Insurance (Business & Personal insurance). Being a part of the Fire & General team, our role is to advise and guide our clients to the best available covers that provide them with the best possible protection.By determining your risks associated with your business we can provide the necessary covers that ensure all aspects are covered correctly. This could be from the property you own right down to the liabilities that are associated with your business.The company specialises in many different facets of insurance.* Home, Contents & Personal Motor Insurance* Material Damage Covers, Business Interruption & Commercial Motor Insurance* Broadform Liability, Statutory Liability & Employers Liability* Professional Indemnity - Errors & Omissions* Management Liability, including, Directors & Officers Liability, Corporate Liability, Employment Practices Liability and Crime Insurance* Cyber Liability* Drone InsuranceWe also provide a comprehesive understanding of Kiwisaver and what the best funds suit you at the different periods of your life.

    • Business Development Officer
      • Apr 2009 - Mar 2017
      • Benoni Area, South Africa

      Working together as a small family business with service in mind we created a brokerage that looked after and valued the clients. Providing that personal touch specially in the time of need. *Customer service and liaison, acquiring new clients and creating business opportunities *Marketing *Delivering presentations to potential customers and key stakeholders *Underwriting and quoting *Data entry and database management *Producing various reports, correspondence and documentation *Performing as a strong member of a cohesive team

    • Educator
      • Jan 2010 - Dec 2013

      P.T.A Chairman (Educator Representative)Homeroom Teacher Grade 7Grade 6 and 7 Economic Management Sciences, Maths, Life Orientation & Spiritual Studies TeacherSports Co-Coordinator and Coach

    • Business Development Officer
      • Oct 2007 - Apr 2009

      My responsibilities includedUnderwritingQuotationsSystem UpdatingMarketingPresentations

    • Educator
      • Jul 2005 - Sep 2007

      P.T.A (Educator Chairman)Homeroom Teacher Grade 7Grade 6 and 7 EMS, LO & SS TeacherSports Coach and Co-Coordinator

    • Sports Coach
      • Jul 2005 - Sep 2007

      My responsibilities included:Coaching for Tom Newby Primary School & St Dominic’s PrimaryMarketing strategy and CoordinationBusiness DevelopmentPresentations

Education

  • 2012 - 2014
    University of South Africa/Universiteit van Suid-Afrika
    Licentiate Insurance, Insurance
  • 2011 - 2012
    UNISA
    Advanced IISA, Insurance
  • 2011 - 2011
    FAIS Qualification
    RE1, Insurance
  • 2010 - 2011
    UNISA
    IISA, Insurance
  • 2013 -
    FAIS Qualification
    RE 5, Insurance
  • 2013 -
    FAIS Qualification
    RE 1

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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