Experience

JRI Limited

• New Zealand
• Insurance
• 1 - 100 Employee

• Senior Commercial Broker

  • Mar 2021 - Present

• Commercial Lines Broker

  • Mar 2016 - Mar 2021



The HTL Group - Insurance & Investments

• Financial Services
• 1 - 100 Employee

• Risk & Insurance Advisor

  • Jan 2014 - Jan 2016



Marsh

• United States
• Insurance
• 700 & Above Employee

• Risk Consultant

  • Jul 2005 - Oct 2013

  Managing and growing Commercial Fire and General Insurance Portfolio, client facing, sales and service. Managing and growing Commercial Fire and General Insurance Portfolio, client facing, sales and service.



FMG (Farmers Mutual Group)

• New Zealand
• Insurance
• 700 & Above Employee

• Sales Area Manager

  • Jun 2000 - Jun 2005

  Maintaining and growing portfolio of farm, commercial and domestic fire and general insurance. Prospecting for new clients Obtaining Life Insurance, Finance and Financial Planning leads Maintaining and growing portfolio of farm, commercial and domestic fire and general insurance. Prospecting for new clients Obtaining Life Insurance, Finance and Financial Planning leads



State Insurance

• New Plymouth

• Insurance Inspector

  • Oct 1994 - May 2000

  Inspector - Commercial and Domestic Fire and General Insurance, Maintaining and servicing existing clients and obtaining new clients. Inspector - Commercial and Domestic Fire and General Insurance, Maintaining and servicing existing clients and obtaining new clients.



Irving and Associates

• New Plymouth

• Registered Financial Planner (MRFIP)

  • Jul 1990 - Oct 1994

  Registered Certified Financial Planner, writing Financial and Investment plans, producing quarterly client reports, Liaising with software providers, running reporting systems and help desk contact for FPG - Industry software providers. Also general support role for partners. Registered Certified Financial Planner, writing Financial and Investment plans, producing quarterly client reports, Liaising with software providers, running reporting systems and help desk contact for FPG - Industry software providers. Also general support role for partners.