Tony Caruso

Senior Account Manager at Roderick Insurance Brokers Pty Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Geelong, Victoria, Australia, AU

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Credentials

  • Accredited Train the Trainer (Parts I and II)
    Australian Institute of Management

Experience

    • Australia
    • Insurance
    • 1 - 100 Employee
    • Senior Account Manager
      • Jan 2019 - Present

    • Account Manager
      • 2010 - Jan 2019

      Hired with mandate to manage General Insurance group key clients Remediated at-risk accounts, including re-building trust, turning around near-exit clients Oversaw new business development for book, driving revenues Developed robust strategy targeting retail businesses on a national scale Driving new business acquisition Overseeing renewals and claims for key corporate clients Supporting director to manage key account clients, turning around and maintaining activity Managing high performing staff Designing innovative marketing strategies, building pathway to target new demographics

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • State Sales Manager
      • 2008 - 2009

      Built distribution partner network in Victoria for Queensland based Premium Funding Company Established rapport with Victorian brokers, delivering on high service standards Developing tailored sales and service plans for broker clients Providing training and mentoring to increase capabilities Tracking activity of industry competitors Built distribution partner network in Victoria for Queensland based Premium Funding Company Established rapport with Victorian brokers, delivering on high service standards Developing tailored sales and service plans for broker clients Providing training and mentoring to increase capabilities Tracking activity of industry competitors

    • Australia
    • Insurance
    • 1 - 100 Employee
    • Sales Manager, Australia
      • 2007 - 2008

      Achieved growth in premium income Developed processes for regional staff dispersed across Australia Contributed to Worldwide Group Sales Culture project Asked to provide expert opinion to develop new sales products and services Led team of BDM staff, including group training, tracking performance and professional development Managed relationships with key national stakeholders Achieved growth in premium income Developed processes for regional staff dispersed across Australia Contributed to Worldwide Group Sales Culture project Asked to provide expert opinion to develop new sales products and services Led team of BDM staff, including group training, tracking performance and professional development Managed relationships with key national stakeholders

    • Australia
    • Insurance
    • 1 - 100 Employee
    • Group General Manager
      • 2006 - 2007

      Managed GWP Brokerage and Financial Services Group with accountability Introduced and led organisational restructure Turned around staff performance Introduced, designed and executed performance appraisal processes for all staff Established solid relationships with key stakeholders Implemented policies to meet best practice standards, ensuring full compliance Managed GWP Brokerage and Financial Services Group with accountability Introduced and led organisational restructure Turned around staff performance Introduced, designed and executed performance appraisal processes for all staff Established solid relationships with key stakeholders Implemented policies to meet best practice standards, ensuring full compliance

    • Australia
    • Real Estate
    • 1 - 100 Employee
    • Senior Manager, Insurance
      • 2004 - 2006

      Managed insurance division of real estate franchiser, mortgage manager and conveyancer Reengineered sales approach and process Increased referrals from branch network of franchisees Increased new business development and renewal through implementing rigorous processes Developed and maintained relationships with key stakeholder network Led audit of insurance portfolio Managed insurance division of real estate franchiser, mortgage manager and conveyancer Reengineered sales approach and process Increased referrals from branch network of franchisees Increased new business development and renewal through implementing rigorous processes Developed and maintained relationships with key stakeholder network Led audit of insurance portfolio

    • Australia
    • Wellness and Fitness Services
    • 700 & Above Employee
    • National Sales Manager
      • 2000 - 2003

      Led growth of general insurance businessIntroduced sales activity based reporting processesDeveloped critical relationships with National Broker GroupsManaged expansion of the business from Victorian-based to a national operationDeveloped disciplined processes to measure sales team performancePrepared and managed business plans and budgets in both income and expenditure Managed implementation of electronic data interface systems, streamlining processesWon Group Sales Team of the Year for 2 consecutive yearsManaged rollout of first national Internet-based electronic data interface products Played key role in planning of integration of Key Insurances personnel to Australian Unity

    • Regional Manager
      • 1997 - 2000

      Managed distribution of all Australian Unity products through a retail networkOversaw closure of regionally based outletsAchieved all sales budgetsProvided training and development to personnelPerformed critical operational analysis Facilitated successful outlet ownership handover

    • Australia
    • Banking
    • 500 - 600 Employee
    • National Manager, Insurance
      • 1994 - 1997

      Established major focus on insurance and increased sales of products Re-engineered company divisions to become more pro-active sales units Implemented improvements to administration functions, resulting in time efficiency gains Managed most cost effective business unit within the Bank Negotiated at Head and State Management levels with a number of Australia’s largest insurers Developed and executed new vision for Sales Software Reviewed operations to achieve improved efficsencies Implemented Sales and Marketing initiatives, generating new leads Conducted performance analysis and reporting Managed an inbound / outbound Telemarketing unit Established and monitored service levels, internally and for external service providers Monitored and evaluated competitor products and activities Managed Bank’s Branch Network relationships

    • National Distribution Mgr | State Sales Mgr (V&T) | State Training Mgr (V&T)| Agency Area Mgr (V&T)
      • 1987 - 1994

      Reviewed and coordinated training programs nationally Achieved increase in sales revenue and increase in prospecting activity, through training Evaluated branch performance against business production and profitability Monitored administrative, underwriting and claims department service standards Contributed to development of policy matters pertaining to agency business nationally Developed sales marketing materials and distribution to agency network nationally Developed Company point-of-sale materials, such as proposals and brochures Analysed market trends and information Coordinated National release of sales software for field staff

Education

  • Swinburne Graduate School of Entrepreneurship
    MBA Program
    -

Community

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