Casey Sugden Email & Phone Number

Melbourne, Victoria, Australia

WinBEAT is Australia's most popular broking system solution designed specifically for General Insurance Intermediaries.With 40+ years of history and experience, WinBEAT is designed by Australians for the Australian market. It contains full trust accounting facilities, includes many components to assist with compliance and interfaces to most industry providers.WinBEAT's professional training, outstanding support and automatic update services make it the broking system of choice for 550 Australian broking businesses with over 6,000 users.WinBEAT4.3 is the current release and is our first major release in 8 years.Duties and Responsibilities:- Direct management of a team of 18 people across 3 divisions, Software Training, Helpdesk Software Support and Software Development with an annual turnover of $7,000,000- Commercialised our support desk functions by introducing a minimum 2-hour fee structure for client work outside of our software support agreements.- Developed key processes to manage the business more effectively and created structure, discipline and accountability across our team. - Heavily involved with managing the day-to-day business functions whilst managing a very large Software Project WinBEAT NEXT. Successfully completed Version 1 in November 2021 & Version 2 by June 2022.- Responsible for all Staff recruitment, Performance Reviews & Personal development and mentoring.- Liaise with business stakeholders to gather requirements for new products and projects- Engage with wide range of teams including UI design, app development, Testing and QA Teams based in Noida, Dubai and Australia- Testing of new software features to ensure end product is aligned with scope and business needs- Key point of contact and relationship manager for large Licensee and Insurance Brokerage clients.

Melbourne, Australia

MetLife Insurance Limited (MetLife), an affiliate of MetLife, Inc., is a specialist provider of life insurance to affinity partners, superannuation trustees and employers in Australia.MetLife Australia has expertise in designing and executing both direct insurance programs for partners'​ customers and insurance solutions to meet the needs of specific member groups. MetLife Australia has been a specialist provider of life risk insurance products in Australia since 2005.MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates, is a leading global provider of insurance, annuities and employee benefit programs. MetLife, Inc. holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.comDuties and Responsibilities:- Heavily involved in writing & reviewing the product requirements for MetLife Protect PDS.- Alongside the Head of Retail, recruited & trained the National distribution team whilst heavily involved in the design & review the take to market product construction, strategy & execution of MetLife Protect.- Managed & executed the Southern Region team of adviser sales & training staff responsible for the roll out, up take & enhancement of MetLife Protect & retail risk product technologies to IFA & aligned licensees. - Key stakeholder for the broader distribution strategy, usability, enhancement, take to market & training elements of MetLife Protect insurance technologies to licensees & their advisers. Presenter at conferences & PD days to roll out new initiatives to deliver successful outcomes. - Inspired, mentored and led the Victorian based team to promote, attract and retain high quality business that was profitable over the longer term.- Worked closely with the Head of Underwriting in Victoria and our Chief Underwriter in NSW. Leveraged our Underwriters to attract new advisers to MetLife Protect.

Melbourne, Australia

Accurium is a leading SMSF Retirement Specialist. Accurium deliver innovative, accurate, and reliable services and tools to accountants and SMSF practitioners serving the needs of SMSF trustees. We are committed to passing on the essential SMSF retirement tools and information that you need for success. We are experts in self-managed superannuation (SMSF) retirement and offer innovative, reliable and efficient products, services and education to retirement professionals and SMSF practitioners. We are well known in the SMSF market as the pre-eminent provider of SMSF actuarial certificates, being the first to go online, first to offer a functional membership system and provide access to dedicated SMSF and actuarial support via phone and email. We have also recently launched a pioneering retirement healthcheck service to enable accountants and SMSF practitioners to check and assess, within minutes, a household’s ability to sustain a desired level of spending for the duration of retirement. Accurium utilise the latest technology to make our services fast, trouble-free and highly efficient for our clients. Key Duties and Responsibilities:- Managed the Sales Distribution Team & maintained market share of 60% with 63,000 actuarial certificates completed each year. Work remotely across Australia with Sales team located in NSW, Victoria & Tasmania. - Key differentiator for our offering was promotion of our actuarial expertise to empower our clients to model thousands of retirement what if scenarios.- Executed growth plan to generate 3,000 new certificate sales whilst leading the key account management team & sales function for the business.- Developed strategic account plans for each client & Implemented initiative’s that drove client engagement & improved service offerings. - Strong revenue was created by clearly identifying new large profitable opportunities within the large accounting groups.- Reported directly to the Australian CEO of Accurium

Melbourne Area, Australia

AIA Australia combines its international experience with local expertise to offer some of Australia's most comprehensive and flexible life cover options. Duties and Responsibilities:- Managed Individual & Pod Sales Target, overseeing an Individual $3.4 M budget & 5-member team with a $14.7M Pod budget. Lead & motivate the team to conduct 15 appts a week. Schedule & run weekly sales distribution meetings & execute strategic sales plan.- Responsible for driving new risk insurance sales within the IFA channel & strengthening AIA’s position in the market. Achieved Individual target $3.4 million target in 2014. Assisting financial advisers deliver the strongest outcomes to their clients through experience & knowledge. Worked closely with the state Manager to achieve team goals.- Relationship manager and key contact for key large Licensee groups and small boutique Licensee’s. Regular presenter at adviser Professional Development days and local and overseas conferences.- Promoted & supported AIA’s Priority Protection product through the IFA channel, dealer groups & aligned super/investment platforms Driving continuous improvement & greater efficiency in the way AIA does business with its advisers. Participated & launched the AIA Vitality program, with 34% penetration rate across my panel.- Strong understanding of underwriting, Actuarial, pricing and claims methodologies that underpin insurance contracts.- Able to build rapport quickly and effectively with small and large Financial Services businesses

Melbourne, Australia

St. George Bank is one of Australia's leading Retail and Business Banks, serving over 2.6 million consumers, business and corporate customers in Australia.Duties and Responsibilities:- Management of dealer and AFSL groups including pricing and preferred partners - Identification and management of distribution channels as well as conducting profit generating activities - Attending conferences to promote service offerings.- Increased sales from regional areas from $0 to $1 million in new loans in 2008 - Increased savings gearing loans from $20,000 average to $40,000 per loan - Coordinated refinance of $14 million loan facility from Tasmania - Responsible for the transition of $30 million in loans from a competitor

Melbourne, Australia

Asteron is a life insurance specialist that has been paying insurance claims since 1833.Duties and Responsibilities:- Engaged in business development activities (Vic/Tas) including promoting the Asteron brand proactively with a panel of advisers - Established strong business relationships for new and existing supporters of Asteron - Conducted training for a panel of independent advisers to enhance performance - Provided coordination and follow through of product launches in Tasmania and Victoria

Melbourne, Australia

Lanyon Partners is a Melbourne-based company that offers complete financial security including Financial Planning, Investments, Tax & Business Services, Risk Protection and General Insurance.Duties and Responsibilities:- Servicing existing LBA clients and business generation with potential clients; conducting insurance sales and cross-selling other financial products such as general insurance and home loans.- Reviewing and enhancing clients’ financial positions as well as preparing and delivering SoA’s. - Gearing/lending strategies for higher net worth clients.- Meeting sales targets through AXA’s discovery program - Liaising with LBA Aged care division for preparation of Investment strategies for retiree’s.

Melbourne, Australia

Westpac is Australia's first bank and first company. Duties and Responsibilities:- Responsible for overseeing the operation of 4 branches - Advising, Servicing and reviewing of investments - Forming superannuation, structured investments and retirement strategies - Researched and delivered financial solutions for clients - Preparation and delivery of SoA’s.- Lifted averages for insurance premium of $2,500 per client - Provided advice on structured products - Devised strategies for HNW clients with investable funds up to $1,000,000 - Specialised in gearing/margin lending and insurance advice.

Master Of Business Administration (M.B.A.), Business Administration And Management, General, Completed Mba

MBA

Certificate Iv In Property, Real Estate

Agents Representative Course, Real Estate, Completed

Activities and Societies: An agents' representative can be authorised to perform the functions of an estate agent under the supervision.

Graduate Certificate In Management, Business Administration And Management, General, Certificate

Business Administration And Management, General, Diploma

Advanced Diploma Of Financial Services, Financial Planning And Services, Attained

Certified Financial Planner, Financial Planning And Services, Certified Financial Planner

Securities And Derivatives, Financial Planning And Services, Attained

Diploma Of Financial Services, Financial Planning And Services, Attained

Certificate, Cookery

Year 12 Certificate

Ai For Everyone, Artificial Intelligence

AI is not only for engineers. If you want your organization to become better at using AI, this is the course to tell everyone--especially.

Google Cybersecurity Certificate, Cybersecurity

Activities and Societies: Python, Linux, SQL, Security Information and Event Management (SIEM) tools, and Intrusion Detection Systems.