Experience

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  HDI Global Specialty SE

  • New Zealand

  • Head of Financial Lines - New Zealand

    • May 2024 - Present
    • New Zealand

    Responsible for developing the Financial Lines Portfolio in New Zealand

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  Zurich New Zealand

  • Switzerland
  • Insurance
  • 700 & Above Employee

  • NZ Financial Lines & Casualty Underwriting Manager

    • Sep 2018 - Dec 2023

  • Senior Financial Lines & Casualty Underwriter

    • May 2014 - Sep 2018

    • Technical underwriting and sales/account management of Mid-Market, Corporate & International Program accounts for the Financial Lines/Casualty portfolio • Responsible for developing effective & profitable business relationships with key corporate brokers, ensuring that strategic partnerships are fulfilled and that a customer centric approach is consistently delivered.• Active contributor towards the strategic direction & implementation of corporate account strategies i.e the management & growth of the Financial Lines/Casualty portfolio. • Responsible for the development of complex policy structures & reinsurance programmes.• Authority referral point and the facilitator of training and development for the Financial Lines & Casualty underwriting team.• Engaged with internal product development and the delivery of new products into the New Zealand market. • Monitoring trends and developments across the Insurance Industry.• Identification of trends/adverse developments & providing relevant recommendations. • Acquisition, retention and the achievement of mutually agreed corporate development plans, and the identification of new business opportunities.• Actively building growth within the portfolio by identifying new business & achieving specified targets (e.g. sales, growth and profitability). Accountability for the financial performance of nominated accounts (both premium and profit).• Member of the Zurich Global Cyber Centre of Expertise underwriting community.

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  Lumley General Insurance (N.Z.) Ltd.

  • Auckland, New Zealand

  • Senior Underwriter / Corporate Account Manager

    • Sep 2012 - May 2014
    • Auckland, New Zealand

    • Contribution towards strategic direction & implementation of corporate account strategies i.e the management & growth of the Liability portfolio • Management of underwriting risk within the Liability portfolio & development of appropriate policy structure & reinsurance programmes• Monitoring trends and developments across the Insurance Industry• Identification of trends/adverse developments & providing relevant recommendations • Acquisition, retention and the achievement of mutually agreed corporate development plans, and the identification of new business opportunities.• Accountability for the financial performance of nominated accounts (both premium and profit)• Actively building growth within the portfolio by identifying new business & achieving specified targets (e.g. sales, growth and profitability)• Communication of key partnership strategy to all stakeholders in a timely manner

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  Zurich New Zealand

  • Auckland, New Zealand

  • Senior Financial Lines Claims Specialist

    • Apr 2011 - Sep 2012
    • Auckland, New Zealand

    • Management of NZ Financial Lines & Casualty claims (both SME & Global Corporate)• Representing Zurich and their Insured clients at Mediations• Set Best Practice guidelines for NZ Financial Lines claims handling • Promotion of Zurich Financial Lines & Casualty claim brand in the NZ Market • Drafting of endorsements and identifcation of policy wording lacunas • Policy recommendations and advising Underwriters as to the effect on claims by such wordings • Ad hoc support to Senior Product Managers in relation to large corporate clients • Building and maintaining relationships with brokers• Active participation in underwriting initiatives, risk assessment, pre and post loss visits, policy reviews, and offering solutions within target business meetings

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  Allianz Global Corporate & Specialty (AGCS)

  • London, United Kingdom

  • Senior Financial Lines Claims Manager

    • Apr 2009 - Dec 2010
    • London, United Kingdom

    • Handling high quantum and complex Professional Indemnity, Directors & Officers, Commercial Crime claims (against both Large Corporate and Financial Institutions)• Representing Allianz and their Insured clients at Mediations and Arbitration • Assisting Underwriters with promotion of Allianz product suite and claims service • Reporting large losses and preparation of MI reports to Senior Management in London & Munich • Approving and drafting the Insured’s defence/responses to Claimants• Ensure claims are properly reserved and settled within settlement guidelines • Building and maintaining relationships with brokers

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  AIG

  • London, United Kingdom

  • Senior Professional Indemnity Claims Adjuster

    • Aug 2007 - Feb 2009
    • London, United Kingdom

    • Handling and settlement of Professional Indemnity claims against a variety of professions• Providing technical support and guidance towards the best strategy in defending claims• Approving and drafting the Insured’s defence/responses to Claimants • Quantifying loss and working out settlement parameters• Scrutinising policy wordings and liaising with Underwriters in respect of policy endorsements • Representing AIG and their Insured clients at Mediations and Arbitration • Instruction of Counsel and Panel Solicitors on cases justifying the appointment of the same • Reporting large loss scenarios and notifications to Senior Management in London & New York

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  Collegiate Management Services

  • London, United Kingdom

  • Professional Indemnity Claims Adjuster

    • Aug 2005 - Aug 2007
    • London, United Kingdom

    • Handling claims on behalf of large Lloyds syndicates and Insurers • Protecting Underwriter’s interests in respect of claims emanating from the Financial Services industry, in particular the management and negotiation of complex claims brought against IFA's for professional negligence • Providing technical support and guidance towards the best strategy in defending claims• Liaising with Brokers & Underwriters in order to settle indemnity and complex coverage issues • Excellent understanding of the Professional Indemnity market, Investments, FinancialServices, FOS and FSA compliance

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  IAG New Zealand

  • Wellington, New Zealand

  • Claims Negotiator

    • Jun 2002 - Apr 2005
    • Wellington, New Zealand

    • Efficient handling of complex Personal and Commercial Line claims • Declining claims and voiding policies, requiring technical skills and a strong understanding of the Insurance Law Reform Act • Handling of Head Office complaints under the internal complaints procedure • Providing technical policy interpretation advice to claims advisors and internal stakeholders • Establishing underwriting opportunities/concerns and taking action • Adhering to the stricter service level agreements agreed with Corporate Banks