Experience

• 

  NZI

  • Auckland, New Zealand

  • National Broker Partner Manager

    • Jan 2024 - Present
    • Auckland, New Zealand

• 

  DPL Insurance Limited

  • Auckland, New Zealand

  • Project Lead

    • Feb 2023 - Dec 2023
    • Auckland, New Zealand

    Short term contract as Project Lead for DPL Insurance business projects including:* Onboarding a new corporate insurance partnership and managing the partnership * Scoping and implementing operational and claims processes, reporting and system changes* Implementing service level agreements and monitoring sales against projected targets* Contract negotiation of Agency Agreement* Reviewing and updating life and funeral products and release of new policy wordings* Development and delivery of product training manuals for external partners and internal staff* Monthly auditing of an external partners invoicing

• 

  Suncorp New Zealand

  • Auckland, New Zealand

  • Strategic Partnership Manager

    • Mar 2020 - Nov 2022
    • Auckland, New Zealand

    * Promoting growth and strategic relationships with broker groups to maximise results* Development and execution of the distribution strategy* Build and maintain strong internal/external strategic and operational relationships to ensure delivery of Vero goals to broker groupsPerformance Standards Manager (8 months)* Management of intermediary brokers and corporate partners best practice conduct* Delivery of Vero's intermediary brokers and corporate partners professional standards framework

• 

  Insurance Advisernet Australia & New Zealand

  • Auckland, New Zealand and Australia

  • Insurance Contractor & Consultant

    • Feb 2014 - Mar 2020
    • Auckland, New Zealand and Australia

    Insurance consulting/contracting in New Zealand and Australia including:* Insurance Advisernet (since 2014) - Business Systems Development Consultant- Business system improvements including client documentation : review, scope and agreement with broker working groups and third party IT developer (iaAnyware)- Project managed and delivered change management requirements for updated system documentation and implementation to over 35 insurance broker owner/operator businesses (including training)- Developed and managed insurance product system improvements for commercial, rural and personal lines insurance business risks* Project managed a review of business processes - documenting all processes and suggesting area's of improvement for business efficiency identifying short and long term benefits* Mentored an insurance broking business owner and advised on business improvement strategies including a full sales process review* While contracting studied nutrition and gained Diploma in 'Foundations of Nutrition Practice'

• 

  Lumley General Insurance (N.Z.) Ltd.

  • New Zealand
  • Insurance
  • 100 - 200 Employee

  • National Sales Performance Manager

    • Apr 2013 - Feb 2014

    Achievements:* National Development & Delivery of Lumley's Broker Distribution Sales Performance Strategy* Development of Relationship Performance & Measurement Frameworks* Monitoring of Branch Network's Level of Customer Satisfaction & Advocacy

  • Key Partner Relationship Manager

    • Jan 2010 - Mar 2013

    Achievements:* National Strategic Management of Key Broking Partnerships* Development of Strategic Initiatives with Key Broking Partners* Management & Conflict Resolution of Escalated Claims & Service Complaints* Measurement of Key Partner Service Level Performance & Delivery of Results to Key Partners

• 

  Bank of New Zealand

  • Wellington

  • BNZ Insurances - National Broker Development

    • Nov 2007 - Nov 2009
    • Wellington

    Achievements:* Conversion of a Gross Agency to a Commercial F&G Insurance Broking Business* Operational & Distribution Management of BNZ Commercial Insurance* Strategic Development & Management of Key Commercial Insurer Partnerships* Contract Negotiation for Net Broker Agency & Broker Agreement Contracts* Tehnical Development of a Net Broker Processing System Platform using iaAnyware Software* Recruitment & Team Management of a Commercial Insurance Broker Liaison Team* Negotiation of an Insurance Premium Funding Facility for BNZ Commercial Insurance

• 

  National Bank of New Zealand

  • Wellington

  • National Product & Marketing Manager - Insurance

    • Jan 2006 - Oct 2007
    • Wellington

    Achievements:* Product Management & Strategic Development of Commercial, Rural, Domestic & Life Insurance Products* Strategic Marketing Management of Commercial, Rural, Domestic & Life Insurance Products* Partnership Management of all Insurer relationships* Management, Coaching & Development of Insurance Product Specialist* Engagement, Influencing & Negotiating with all Banking Channels for Insurance Products* Products Strategic Business Development Project Manager Delivering Key Banking Projects & Initiatives

• 

  Crombie Lockwood Insurance Brokers

  • Wellington and New Plymouth

  • Group Relationship Manager

    • Jan 1995 - Jan 2006
    • Wellington and New Plymouth

    Achievements:* Recruited & Managed a Commercial Insurance Broker Sales Team for National Bank of NZ Scheme Partnership - Wellington Region* Set & Exceeeded New Business & Retention Budgets for Team* Coaching & Development of Commercial Insurance Brokers* Development of Insurance Sales Processes for NBNZ Business Banking, Wellington RegionStrategic Partnership Management with National Bank* Trained, Coached & Relationship Managed 42 National Bank Business Banking staff * Managed Credit Control Processes* Developed & Delivered Sales & Marketing Presentations* Commercial Broker - New Plymouth - Managing a Commercial Client Portfolio

• 

  IAG

  • New Plymouth

  • Customer Services Representative

    • Jan 1991 - Jan 1995
    • New Plymouth