Experience

Plan Partners

• Australia
• Financial Services
• 100 - 200 Employee

• Relationship Manager

  • Sep 2023 - Present

• National Operations Manger - Support Coordination

  • 2023 - Sep 2023

  • Excellent communicator – build relationships with new and existing stakeholders• Develop and implement resources and processes working toward continuous improvement• Monitoring and meeting workflows and deadlines individually and as a department• Ensuring that high standards of internal and external customer service is maintained • Key member of the Plan Partners Way project – review and development of best practice for the group• Empowering team members at various levels to build their confidence, knowledge, and skills within the industry• Understand and interpret legislation, regulations and operational guidelines• Present and promote Plan Group services across multiple platforms (Expo’s, Community events, networking, new and existing customers) Show less

• Team Leader

  • 2022 - 2023

  • Empowering team members at various levels to build their confidence, knowledge, and skills within the industry• Understand and interpret legislation, regulations and operational guidelines• Preparing correspondence to Participants in relation to the investigation of applications/reviewsContinually exceeding KPI’s throughout various areas of the group• Excellent communicator – build relationships with new and existing stakeholders• Develop and implement resources and processes working toward continuous improvement• Monitoring and meeting workflows and deadlines individually and as a department• Ensuring that high standards of internal and external customer service is maintained • Key member of the Plan Partners Way project – review and development of best practice for the group Show less

• Quality Compliance Manager

  • 2021 - 2022

  • Develop and implement resources and processes working toward continuous improvement• Monitoring and meeting workflows and deadlines• Development and delivery of the Quality Assurance Program• Review, refine, and delivery of processes and resources

• Senior Support Coordinator

  • 2020 - 2021

  • Understand and interpret legislation, regulations and operational guidelines• Preparing correspondence to Participants in relation to the investigation of applications/reviewsContinually exceeding KPI’s • Preparation and management of budgets for NDIS funding • Mentoring of Support Coordinators and Support Coordination Administrators



National Disability Insurance Agency

• Australia
• Government Administration
• 700 & Above Employee

• Delegate (APS5)

  • 2019 - 2020

  • Monitoring and meeting own workflows and deadlines • Ensuring that high standards of client service are maintained • Build relationships with stakeholders (Participants, their families and support networks, LAC’s) • Learn, build and develop on new skills in a timely manner • Understand and interpret legislation, regulations and operational guidelines • Preparing correspondence to Participants in relation to the investigation of applications/reviews • Contribute to team – creating great culture • Assisting Colleagues throughout training and day to day as required • Continually exceeding KPI’s throughout various projects Show less



Australian Government Department of Veterans' Affairs

• Australia
• Government Administration
• 700 & Above Employee

• Insurance Advisor

  • 2015 - 2018

  • Preparing correspondence to claimants in relation to the investigation of claims • Processing property damage claims • Lodgment of claims, general enquiries relating to claims and managing expectations of the claims process • Monitoring and meeting own workflows and deadlines • Ensuring that high standards of client service are maintained • Management of complex large loss claims (Greater than $50k) • Ensuring that claims are conversant with relevant legislation, departmental policies, directives and procedures Show less



Ernst Body Corporate Management

• Australia
• Real Estate
• 1 - 100 Employee

• Insurance Manager

  • 2008 - 2015

  • Build and maintain relationships with Committee Members, Contractors, Lot Owners, Brokers, Insurance and Assessors • Preparation of detailed budgets and financial reporting • Facilitate General Meetings and Committee Meetings • Establish Committee and General Meeting Agendas and Minutes • Proactively assist in the management of portfolio • Facilitate the Claims process from end to end • Update, verify and maintain accounting journals and ledgers and other financial records • Find and use accounting data to resolve accounting problems and discrepancies Show less