Experience

• 

  MCA Insurance Brokers

  • Australia

  • Business Development Manager

    • Dec 2021 - Present
    • Australia

• 

  Steadfast eastern insurance brokers

  • Melbourne, Australia

  • Account Executive

    • May 2018 - Dec 2021
    • Melbourne, Australia

• 

  Coveright Insurance Brokers

  • Hawthorn

  • Account Manager

    • Jan 2017 - Feb 2018
    • Hawthorn

    Managing a diverse Commercial portfolio • Daily contact with existing clients• Claims handling from start to finish ensuring a outcome for the client• Procuring new business leads through referrals from existing clients• Visitation to clients premises reviewing their insurance covers to ensure they are adequately covered.• Discussing new insurance covers for existing clients if changes occur within their business.• Daily generation of renewals, new business inquiries and endorsements.• SME business including a variety of occupations• Creation of new schemes to accommodate the trades sector.

• 

  Insurance Made Easy

  • Upwey

  • Senior Account Executive

    • Jul 2013 - Oct 2016
    • Upwey

    • Managing a diverse Commercial portfolio including group schemes in particular Bookkeepers, Mortgage Brokers and Business Coaches• Daily contact with existing clients• Claims handling from start to finish ensuring a outcome for the client• Procuring new business leads through referrals from existing clients• Visitation to clients premises reviewing their insurance covers to ensure they are adequately covered.• Discussing new insurance covers for existing clients if changes occur within their business.• Daily generation of renewals, new business enquiries and endorsements.• SME business including a variety of occupations• Extensive knowledge of Corporate and Leisure travel insurance

• 

  Austbrokers Countrywide

  • Surrey Hills Melbourne

  • Account Manager

    • Jan 2011 - Jul 2013
    • Surrey Hills Melbourne

    • Managing a portfolio of clients high volume, low end accounts• Daily liaison with existing clients• Issuing daily work to assistants including following up of outstanding accounts• Client enquiries, renewals, endorsements and new business• Ensuring a smooth priority based work environment within our team• Monthly reporting with budget results, of new business written, new opportunities created.• Sourcing opportunities to write new business through referral from existing clients• Attendance of insurance seminars, market days or and team sessions to broaden my knowledge and become aware of new products and processes within the industry

• 

  Capital Mutual Insurance brokers

  • Balwyn

  • Account Executive

    • Jan 2008 - Apr 2010
    • Balwyn

    • Personal assistant to one of the Company Directors• Daily processing of commercial insurance• Liability Insurance• Business Insurance• Marine Insurance• ISR Insurance• Construction Insurance• Trades Pack Insurance• Commercial Motor Fleet Insurance• Professional Risks

• 

  Labour Union Insurance Brokers

  • Assistant Account Executive

    • Jun 2002 - Jan 2008

    • Expedient and professional response to enquiries from new and existing clients in effecting insurance, personal and commercial insurance advice in relation to risk management, endorsements and full claims settlement assistance including negotiation with underwriters and clients.• Introduction of QBE Leisure Travel scheme to the business• Continual streamlining and improvement of current workplace practices• Introduction of QBE householders scheme to the business

  • Claims Services Officer

    • Aug 2000 - Jun 2002

    • Manage daily claims ensuring services to clients were completed in a timely, efficient, courteous and technically correct manner• Client and doctor liaison to ensure reports were received in a timely manner• Extensive review of a claimants file including medical reports, weekly payment benefits and any other information relevant to their claim• Prioritizing work to ensure smooth work flow with the many client files that were assigned to me