Experience

• 

  Gallagher Insurance New Zealand

  • Senior Placement Broker

    • Apr 2024 - Present

• 

  Crombie Lockwood (NZ) Limited

  • Auckland, New Zealand

  • Senior Broker Marine

    • Nov 2018 - Present
    • Auckland, New Zealand

• 

  Gallagher

  • New Zealand

  • Senior Marine Broker - Gallaghers

    • Oct 2023 - Apr 2024
    • New Zealand

• 

  Marsh

  • Business Development Executive

    • Jan 2007 - Nov 2018

    I am responsible for initiating and cultivating relationships with prospects that meet the firms qualification criteria in sales.By developing and executing my individual sales plan I achieve my own targets and help the firm achieve the overall sales budget.At times I may help out in many areas of sales initiation, cold calls, running renewal date campaigns, responding to RFP’s and working together with other members of the team to secure new appointments.

• 

  Crombie Lockwood (NZ) Limited

  • Relationship Manager

    • 2004 - 2007

    I serviced and maintained my existing portfolio of SME clients, transacting renewals, endorsements and any client enquiry in a timely manner.I was measured on retention, cross sell opportunities, expanded and new business to the firm.Forming strong relationships with my clients and insurers was a significant responsibility in the role.

• 

  Mooney & Associates

  • Broker

    • Jan 2002 - Jan 2004

    I serviced and maintained my existing portfolio of SME clients, transacting renewals, endorsements and any client enquiry including claims.I was measured on retention, cross sell opportunities, expanded and new business to the firm.Also I worked alongside our Managing Director on key accounts that he acted for, this helped me gain a good understanding in broking that has helped me today.