Alison Roode Email & Phone Number

Melbourne, Vic, Au

Melbourne, Australia

Insurance Design Manager at HESTA

Melbourne, Australia

Melbourne, Australia

Research and analyse new products and product enhancements.Business case preparation for projects and product changes;Project manage implementation of new products, enhancements and changes to existing products as a result of legislation, compliance, employer, administrator and other stakeholder plan alterations.Subject matter expert for existing product suite.

Melbourne, Australia

Liaison between trustee office and outsourced administrator including the management of deliverables;Identify process weaknesses including root causes analysis;Develop and implement process improvement solutions;Preparation of member communication material including Terms and Conditions brochures, explanatory material and forms specific to different categories of members, and arranging for the update of Product Disclosure material; Responsible for maintenance and update of Benefit Design Database (summarising benefit structures of participating corporates) used by outsourced administrators to administer the fund.AchievementsSubstituted for Operations Services Manager for 4 months whilst he was on sick leave, resulting in a significant backlog of outstanding matters being resolved;Participated in insurance project to rationalise product reducing more than 40 designs and 3 insurers to one;Identified gaps in Insurance Policies versus Participation Agreements and implemented solutions to resolve;Identified differences in benefit designs in Participation Agreements and those used by the administrators and managed resolution thereof including breach reporting, correction of member records and communication to affected members;Project managed closure of a participating employer division following a corporate sale;Completed Diploma in Superannuation and one subject towards Advanced Diploma in Superannuation.

Melbourne, Australia

Monitor and report superannuation compliance breaches and incidents for super funds administered in Mercer's Sydney office.Investigate compliance failures including root cause and analysis. Recommend and implement process and procedure improvements as appropriate to each scenario.Communication to members affected by compliance or privacy breaches.Prepare quarterly compliance reports for various super funds.Consolidated compliance and non-legislative breaches on a quarterly basis for Extratextual reporting by Reporting Officers.Managed complex enquiries from administrators in relation to all AML/CTF issues.Acted in the capacity of Privacy Officer for Sydney super funds.

Melbourne, Australia

Acknowledge complaints.Investigate and respond to complaints within 90 days.Maintaining a Complaints Register.Fortnightly client meetings to discuss status of active complaints.Comply with regulatory and procedural compliance requirements.

The Principal Officers Workshop provided compliance, governance and management services to corporate super funds.Key responsibilities Fund secretary to corporate super funds (in South Africa) including IBM, Fujitsu, Sun International, Pretoria Portland Cement, and City of Johannesburg.Ensured compliance of super funds with all applicable laws and regulatory requirements.Day to day management of super funds. Liaison and relationship management with outsourced service providers (vendors).Review and negotiation of service level agreements and contracts. Co-ordination of service deliveries to Trustee and members by service providers (both internal and external).Reporting to Trustee on service deliveries.Vendor management of outsourced service providers including administrators, insurers, actuaries, consultants in accordance with contracts and agreed standards.Secretarial services to Boards of Trustees.Communicated with members.Complaints Officer.Privacy OfficerKey achievementsIntroduced a governance standard for super funds (which was later legislated in South Africa - a code of conduct for the Trustee; a policy on the receipt of gifts and entertainment; a performance appraisal system for the Trustee; a communication policy).Introduced a governance standard for agendas and minutes of Trustee meetings.Introduced service level agreements with all service providers and methods of monitoring service standards.Chaired sub-committee meetings.Wrote and maintained administration manuals that included beginning to end process flows.Wrote and maintained communication material for members - similar to a PDS.Prepared a quarterly communication update for the Human Resources Departments located at branches throughout southern Africa (including Swaziland, Namibia, Botswana, Lesotho).

Relationship management, consulting and secretarial services to the Trustee of various super funds (including the BHP Billiton Group).Project managed the successful new business take-on of the administration, actuarial and consulting work of various super funds (including the 3 Billiton funds in South Africa)Developed a framework for the take-on of super business for the organisation.Developed claim forms and communication material for a newly established master trust.

Key responsibilities Relationship management, consulting and secretarial services to the Trustee of various superannuation funds.Co-ordination of administration, investment and actuarial services by various service providers to super.Relationship building with Trustee and senior management of corporate companies.Budget targets for new business.Managed a team of administrators and Client Services Managers within an allocated budget.Key achievementsDeveloped standards for fund management disciplines.Developed a process and standards for the election of member representative trustees.Documented procedures for client services management processes.Developed standards for secretarial services.Project managed the conversion of numerous funds from defined benefit to defined contribution.Coordinated the process to successfully transfer super funds to master trusts.Designed member benefit statements, wrote member booklets and member newsletters and conducted member seminars.

Key responsibilities Performed the actuarial valuation on a portfolio of defined benefit funds including an analysis of surplus and the preparation of actuarial reports for the approval and signature of the actuary.Assisted an actuary with client management of a portfolio of clients.Key achievementsManagement of 4 staff members.Assisted an actuary to client manage a portfolio of super funds.

Advanced Dipoma Of Superannuation

Prince2 Practitioner, Project Management

Diploma Of Superannuation

Rg146, Superannuation

Cfp, Pensions

Chartered Insurer, Superannuation