Experience

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  Willis Towers Watson

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Commercial Lines Account Manager

    • 2020 - Present

    Promoted from Account Executive to Account Manager; a key member of the Affinity / Schemes team managing a significant book of commercial businesses. Responsible for ensuring client risk management and insurance broking practices are delivered to an exceptional standard and service level, with a focus on client retention and growth. Key Contributions Include: Successfully driving significant new business growth (top team nationally), developing and implementing an insurance scheme with a large global construction-equipment manufacturer locally in New Zealand, designing a technical insurance review to drive new business pipeline and deliver value-add risk management advice, providing technical broking support and value-add advice to clients and negotiating with underwriters by utilising strong industry knowledge and relationships to deliver best in market client service and insurance solutions. Additionally, continuously achieving a very high client retention rate and developing and training team members, including working to develop the team’s account executives to expand insurance knowledge, process, and system skills.Key relationships with internal stakeholders to deliver comprehensive, client-focused insurance packages include Financial Lines (Professional Indemnity), Construction, and the Health and Benefits (Life and Health) Insurance teams.

  • Account Executive

    • Jun 2015 - Feb 2020

    Responsibility for assisting the WTW NZ Affinity Practice (Schemes) team in establishing the NZ pilot team, and the subsequent growth and management of a book of business. Responsibility extended to overall management of specific client accounts. Key Contributions Included: Supporting brokers on larger commercial accounts including Franchise businesses and large commercial businesses with >80 stores nationwide, management and growth of a book of commercial and affinity-based business; SME businesses with assets > $10M, including providing risk management advice and supporting the Account Manager in the management of client’s claims by providing advice to clients on the claim process, liaising with insurance assessors, and assisting to facilitate the timely settlement of claims.Additionally, a key contributor in the launch of a Cyber Insurance product, including presenting at roadshows throughout NZ and advising large-scale clients on the emerging risk.

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  Back to Balance

  • Auckland, New Zealand

  • Founder & Business Owner

    • 2005 - 2015
    • Auckland, New Zealand

    Founded and developed own physio practice, operating within a health centre alongside other healthcare practitioners and delivering services both within the clinic and onsite at corporate organisations. Key Business Achievements Included: Establishing and growing significant corporate key supplier agreements including with leading New Zealand corporates for the provision of on-site health services to employees. Work included end-to-end business set up and growth activities including driving all marketing, business development and client retention, including running client attraction marketing campaigns.

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  AMP

  • Auckland, New Zealand

  • Personal Lines Underwriter

    • 2004 - 2005
    • Auckland, New Zealand

    Responsible for analysing and accessing the insurance risk across commercial motor and property, and working closely with third party agents.