Experience

• 

  Abbott Insurance Brokers

  • Bay of Plenty, New Zealand

  • Insurance Broker

    • Oct 2023 - Present
    • Bay of Plenty, New Zealand

• 

  Maurice Trapp Group

  • Tauranga, Bay of Plenty, New Zealand

  • Senior Associate Broker

    • Oct 2022 - Aug 2023
    • Tauranga, Bay of Plenty, New Zealand

• 

  Bridges Insurance Services

  • Tauranga, Bay of Plenty, New Zealand

  • Senior Broker

    • Nov 2020 - Oct 2022
    • Tauranga, Bay of Plenty, New Zealand

    Contract, partnership with Bridges Insurance Services (Hamilton) running fire and general insurance services from Tauranga (Bay of Plenty)

• 

  Crombie Lockwood

  • New Zealand

  • Commercial Insurance Broker

    • Feb 2019 - Oct 2020
    • New Zealand

    Senior Broker - Tauranga BranchServicing a portfolio of SME Business Clients (and Rural)Business Development into chosen niche markets.

• 

  aibGROUP Insurance Ltd

  • Wellington & Wairarapa, New Zealand

  • Senior Broker

    • Jan 2017 - Dec 2018
    • Wellington & Wairarapa, New Zealand

    Commercial Broker looking after existing portfolio of clients within the book sold to aibGROUP as part of due diligence.

• 

  Luatua Financial Services Limited

  • Wellington & Wairarapa, New Zealand

  • Owner/Director

    • Dec 2013 - Oct 2018
    • Wellington & Wairarapa, New Zealand

    Business InsuranceBusiness Development

• 

  HLS Fire & General t/as The Commercial Shop(TCS)

  • Wellington & Wairarapa, New Zealand

  • Director/Owner

    • Jan 2014 - Feb 2017
    • Wellington & Wairarapa, New Zealand

    Insurance Broking FirmBusiness sold to aibGROUP Ltd in February 2017

• 

  Marsh

  • Wellington & Wairarapa, New Zealand

  • Senior Risk Advisor, Risk Management

    • Jan 2011 - Dec 2013
    • Wellington & Wairarapa, New Zealand

    My role involved being part of a much larger risk management team in a global sense, working closely towards common goals to provide value to our corporate clients. The specific industries I was involved in cut across Oil & Gas, Health Sector and Aviation/Transportation.Risk Management practice of Marsh provides leading risk solutions for New Zealand’s top companies, backed with risk management expertise, proactivity and personal service. We aim to marry our services to the requirements of our clients and act as their trusted business advisor. The Risk Management Practice specialises in serving large NZ accounts, especially those in industry specialities such as Aviation, Construction, Energy and Marine.Key Tasks - Account Management, Corporate Client strategies.

• 

  Marsh Limited

  • Wellington & Wairarapa, New Zealand

  • Senior Risk Advisor, Business Development

    • Aug 2010 - Dec 2010
    • Wellington & Wairarapa, New Zealand

    Senior Risk Advisor in a Business Development capacity within the Growth team. My core role is simply to get alongside business owners to understand their business to formulate sustainable risk solutions tailored towards their insurance needs ensuring they remain successful.Key Tasks - New Business Development.

• 

  Apex General Limited

  • Auckland, New Zealand

  • Business Development Manager

    • Sep 2009 - Jun 2010
    • Auckland, New Zealand

    Generate new business by working closely with in house insurance brokers as well with the Life/Risk Insurance department as well as account managing domestic and commercial book of business.Apex - Kiwi owned and operated insurance broker based in Auckland and a member of Insurance Advisernet cluster group. Key Tasks - Business Development/Sales, Cold calling, Business strategy, Account Management.

• 

  Crombie Lockwood

  • Auckland, New Zealand

  • Relationship Manager

    • Jul 2006 - Sep 2009
    • Auckland, New Zealand

    Focused on growing my assigned portfolio of commercial clients within 'Crombie Lockwood schemes team'. The prerequisite was to build the portfolio via organic growth as well as seek new business. Towards the end of my stint I was heavily involved with the initial transition with the Crombie Lockwood & ANZ insurance partnership which required me to educate ANZ Business Bankers in various assigned branches the basic premise of the packaged insurance products being pedalled out to their clients.Crombie Lockwood - Founded in 1978 Crombie Lockwood grew to become New Zealand’s largest independently owned insurance broker before the acquisition by Wesfarmers in late 2006.Key Tasks - Sales, Account Management, Customer Service, Negotiation, Mentoring.

• 

  NZI

  • Auckland, New Zealand

  • Account Manager

    • Apr 2005 - May 2006
    • Auckland, New Zealand

    Responsible for a portfolio of Insurance Brokers, ensuring key and close relationships with brokers were forged and maintained to a professional level. The objective was to underwrite various business insurance policies whether it be renewal or new business as well as cater to daily queries, endorsements/changes as well as manage and execute a regular visitation programme.Key Tasks - Sales, Underwriting, Account Management.

• 

  State Insurance

  • Auckland, New Zealand

  • Commercial Sales Representative

    • Sep 2001 - Apr 2005
    • Auckland, New Zealand

    Inbound National call centre underwriting direct insurance sales and account servicing both Commercial (SME) and Rural clients as well as working with 'State Direct Agents' throughout New Zealand.Key Tasks - Sales, Underwriting, Customer Service, Claims.