See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Credentials

  • Diploma in Golf Management
    Queensland PGA
    Jun, 2013
    - Apr, 2026
  • Diploma of Management
    Australian Institute of Management
    Jun, 2010
    - Apr, 2026
  • Diploma of Financial Services (Insurance Broking)
    National Insurance Brokers Association (NIBA)
    May, 2007
    - Apr, 2026
  • Senior Associate CIP - (ANZIFF)
    ANZIIF
    Jun, 2006
    - Apr, 2026

Experience

    • Australia
    • Insurance
    • 1 - 100 Employee
    • Executive Manager Broking Operations
      • Feb 2023 - Present

      • Overall Management and Supervision of Broking Operation and Claims Department (approx 25 staff)• Leads, coaches, directs and motivates 5 Executive Account Managers to achieve overall KPI'sLeads, coaches, directs and motivates Executive Account Managers to achieve overall KPI's• Assists Executive Account Managers in generating opportunities and in providing a professional and superior level of customer service to existing and new customers.• Manages client/customer issues and resolution of and communicates escalated issues appropriately on day to day issues with Insurance partners• Ensures Broking and Claim Department adheres to company policies and procedures• Manages Insurer relations including issues management and annual distribution agreements • Assisting with hiring, interviewing and on boarding of new team members• Annual performance reviews and development• Works closely with the Managing Director to develop and implement Sales Strategy and Client engagement initiatives whilst also broadly assisting with other activities as required.

    • Executive Account Manager
      • Apr 2022 - Feb 2023

      - Team Management, Mentoring and Development- Key Account relationship management - New business development- Renewal retention of key accounts- Insurer Relationship management

    • Senior Account Manager
      • Sep 2018 - Apr 2022

      •. Account Management of key Local Government Councils • Bi-Monthly Strategic meetings with CEO, and Senior Management• New Business development• Development and implementation of Member Engagement Plans

    • Risk Account Manager
      • Jul 2017 - Aug 2018

      • Key Account relationship management • New business development• Renewal retention of key accounts• Brand management• Monthly – quarterly reporting and updates on business targets

  • Gallagher
    • Perth, Australia
    • Account Manager - Corporate Division
      • Nov 2013 - May 2017
      • Perth, Australia

      - Multi state policy placement and insurer management - Providing clients with strategic and operational solutions to their risk management needs - Provision of product awareness and training to clients - Renewal and New Business negotiations with Insurers;- Brand and Product Management- Claims Advocacy - Key Account Management - Internal & External stakeholder management - Acting as a Project Manager, ensuring deadlines are met on time and in scope

  • Ansvar
    • Western Australia, Australia
    • Regional Sales Manager
      • Aug 2012 - Oct 2013
      • Western Australia, Australia

      - Develop and manage annual sales targets- Key Account relationship management- Brand Management- Monthly, Quarterly sales/market activity reports- Monthly - Quarterly internal and external business partner strategic meetings- Business Planning and Communication Strategy/execution

    • Sales Executive
      • Nov 2011 - Aug 2012
      • Perth, WA

      • Develop and manage annual sales pipeline and targets • Account Management – Clients and Channel Partners • Manage and promote brand awareness through client interactions and through marketing events• Delivery and placement of tailored insurance solutions to customers and strategic partners

  • Suncorp
    • Perth, Australia
    • Regional Sales Manager
      • Jul 2006 - Mar 2011
      • Perth, Australia

      • Leadership and mentoring of 7 business development managers • Develop and manage annual sales targets • Monthly, Quarterly sales/market activity reports • Monthly - Quarterly internal and external business partner strategic meetings • Business Planning and Communication Strategy/execution * Change Management * Business Improvement Management Skills

  • Aon Risk Solutions
    • Perth, Australia
    • Account Manager
      • Dec 2004 - Jun 2006
      • Perth, Australia

      As part of the Risk Solutions Team, I was responsible for the management and provision of Commercial and Workers Compensation policies.

    • Senior Claims Officer - Workers Compensation
      • 2004 - 2004

    • Regional Casualty Claims Manager WA/SA
      • 1998 - 2003

      Management of the Workers Compensation claims department in WA and Casualty claims department in WA & SA.

  • Through the Insurance Industry
    • Perth, Western Australia, Australia
    • N/A
      • 1988 - 1997
      • Perth, Western Australia, Australia

Education

  • John Forrest SHS
  • NIBA College
    Diploma of Financial Services - Insurance Broking
  • Australian Institute of Management
    Diploma of Management, Business Administration and Management, General
  • Australian and New Zealand Institute of Insurance and Finance
    Senior Associate CIP, General Insurance
  • 2016 - 2016
    CBD College
    Certificate IV, Work Health and Safety

Suggested Services

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

Industry Focus. “Insurance”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles