Responsibilities• Creation and implementation of the marketing strategy• Creation of online/offline sales and retention customer journeys• Setup, integration and management of the CRM• Sales analysis and reporting for internal and external stakeholders• Product design and competitive landscape analysisAchievements• 14% and 10% net growth over the 2 year period (3rd fastest growing fund in the industry over that same period) • Implemented an online sales experience that allows for consumer comparison of health insurance products• ProductReview.com.au award winner in 2021 for Best Health Insurance

Members Own Health Funds (Members Own) is a Not-for-profit health insurance comparison service. Members Own was created by a group of health funds in 2015 with the goal of making more Australians aware of the benefits of Not-for-profit/Mutual Health funds. Responsibilities• Management and optimisation of customer journeys• Implemented segmented and personalised lead nurturing programme• Forecasting of Sales and Retention performance• Analyse and report on sales performance across a range of demographics• Provide consumer insights that help shape marketing campaigns• Creation and management of sale performance dashboards for external and internal stakeholdersAchievements• Acquisition & Retention of over 30,000 health insurance policies in 5 years, • Creation of a 5-star customer experience that delivered on growth targets• Developed and refined a Product Landscape Analysis tool that rates over 100,000 health insurance policies on value and price

Responsibilities• Supported and mentored Sales and Membership Management Team Leaders• Developed, implemented and reported on strategies to ensure members purchase products appropriate to their needs and life stage.• Identified areas for improvement in the customer and sales experience and drove process changeAchievements• Developed and implemented new sales and retention strategies and processes• Major stakeholder in the development and implementation of an online joining application• Created a standard call coaching template that was implemented across the member facing teams

Responsibilities• Developed, coached and mentored a team of up to 8 staff to achieve growth targets• Reported on team and individual productivity to Senior Management• Implemented, assessed and reported on sales and retention strategy• Annual product development project prior to increase in premiumsAchievements• Three consecutive years of above target growth • Developed and implemented sales recognition program which increased engagement

Responsibilities• Inbound and outbound health insurance sales• Providing general advice on life insurance products