Experience

NZ Financial Services Group

• New Zealand
• Financial Services
• 1 - 100 Employee

• Compliance/Risk Analyst

  • Nov 2021 - Present



Vero Insurance New Zealand

• New Zealand
• Insurance
• 200 - 300 Employee

• Claims Specialist

  • Mar 2021 - Nov 2021



AIA NZ

• New Zealand
• Insurance
• 300 - 400 Employee

• Product Analyst

  • Jul 2019 - Mar 2020

  • Analysing insurance and investments products from Sovereign and AIA to comply with the IFRS 17 requirements as the major components is to calculate the insurance contract liability under IFRS 17 are referred to as; fulfilment cash flows, contractual service margin, risk adjustment, time value of guarantees and investment component. The liability is broken down, with consideration to onerous contracts, into liability for remaining coverage and liability for incurred claims. Major changes under the new standard when compared to IFRS 4 are the introduction of an explicit component for risk adjustment, the separation of the time value of guarantees into a separate component and the treatment of reinsurance contract liabilities. IFRS17 also changes the way profit is released, profit patterns and profit volatility. The CSM is the value of future profits under a contract; profit emergence depends on the realisation of insurance services provided. Show less



IAG

• Australia
• Insurance
• 700 & Above Employee

• Business Insurance Consultant

  • Nov 2018 - Jun 2019

  Sales role as selling and existing business insurance for AMI, State, BNZ, ASB. Sales role as selling and existing business insurance for AMI, State, BNZ, ASB.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Associate Analyst

  • Sep 2018 - Nov 2018

  AML - Know your customer AML - Know your customer



AIA NZ

• New Zealand
• Insurance
• 300 - 400 Employee

• Existing Business Consultant

  • Mar 2017 - Sep 2018

  • Carrying out changes to existing policies following the documented business processes whilst ensuring a high degree of quality and accuracy • Continually up-skilling on product and process knowledge and keeping up to date with changes to systems and processes • Ensure communication with clients is done with a high degree of quality, accuracy and to AIA standards • Ensure all mail is maintained within the given service level agreement • Provide back up support to the Customer Contact Team on inbound calls from clients and Advisers • Look for opportunities to be proactive in reaching solutions for the customer and/or Adviser that result in retaining business • Support other team members in meeting their targets as required • Record all daily activities as requested using supplied recourses for reporting purposes • Encourage a positive working environment as part of Operations and as part of the business team Show less



Mitre 10 (New Zealand) Limited

• New Zealand
• Retail
• 700 & Above Employee

• Group Inventory Analyst

  • Nov 2016 - Jan 2017

  • Providing customers with the highest standard of service at all times. • Analysing and interpreting the stock file for slow moving stock. • Analysing and interpreting the stock file for obsolete moving stock. • Drive profitability and high gross margin volume sales through taking advantage of group buying power. • Generate and distribute reports outlining the situation on slob stock, obsolete stock and high volume deals. • Managing all issues as arising, and to maintain open communication channels and report progress. • Understand and adhere to all compliance requirements, internal and external, that govern the company’s activities. Show less



Johnny's wrays

• Mount Albert

• Financial Analyst

  • Jun 2015 - Nov 2015

  • Setting up and producing various budget and financial reports for the shareholders. • Submitting monthly pricing models and always keeping up with the cash-flow forecast on a monthly basis. • Preparation of proposals, invoices, templates and tools to drive the accounting side of the company. • Setting up and producing various budget and financial reports for the shareholders. • Submitting monthly pricing models and always keeping up with the cash-flow forecast on a monthly basis. • Preparation of proposals, invoices, templates and tools to drive the accounting side of the company.