Dealer Package Underwriting - Used Vehicle Sales, Machinery Dealers.We offer a tailored package dealer policy, with Allianz security.

A varied functional business analyst role, carrying out management reporting, both scheduled & ad hoc, through the use of Cognos 8 & Oracle Financials (Discoverer & ADI) – whilst an active member of various internal improvement projects. Team member of the Commercial Insurance Expense Optimisation Forum, across Commercial Insurance, which identified the business drivers that sit behind Direct Expenses, and provided solutions in reducing unnecessary spend across the group.• Assist with… Show more A varied functional business analyst role, carrying out management reporting, both scheduled & ad hoc, through the use of Cognos 8 & Oracle Financials (Discoverer & ADI) – whilst an active member of various internal improvement projects. Team member of the Commercial Insurance Expense Optimisation Forum, across Commercial Insurance, which identified the business drivers that sit behind Direct Expenses, and provided solutions in reducing unnecessary spend across the group.• Assist with area Expense & Premium Budgeting & Forecasting preparation & loading of data into the Cognos Budget model.• Carry out end of month expense reporting activities.• Provide stakeholders with expense management reports, in order to provide transparency over area spend.• Liaise with stakeholders end of month & mid month to assess whether or not current forecast is in on track, to be able to confidently explain material variances to the CFO office come end of month. Meet with the area Executive Managers in the first week of the month to discuss their previous month’s expenses.• Area contact for corporate credit card queries, particularly late fees & general Oracle Financials queries.Projects/Achievements:• Point of contact for category procurement issues, within the Intermediated Distribution area, eg. Motor Vehicle Fleet, Telephony Services. The Telephony Services clean up piece of work is ongoing, so far resulting in $50k + in saves, with further saves identified & currently being pursued.• Engaged on an Licensee Distribution Agreement tax related project, to investigate the way the organisation is invoicing clients. Involves reviewing hundreds of agreements to ensure records are correct, whilst gathering stakeholder’s input on key historical decisions & information. Show less

Temporary assignment, handling a portfolio of motor, household, ISR & Marine claims – whilst handling ad hoc compliance tasks.• Handle a portfolio of varied claims, from initial notifications to settlement, the end to end process of the claims lifecycle.• Engaged the services of loss adjusters & solicitors to assist with an independent investigation & preparation of a contentious claim or litigated matter – whilst also cooperating with an insurer appointed adjuster or agent for the… Show more Temporary assignment, handling a portfolio of motor, household, ISR & Marine claims – whilst handling ad hoc compliance tasks.• Handle a portfolio of varied claims, from initial notifications to settlement, the end to end process of the claims lifecycle.• Engaged the services of loss adjusters & solicitors to assist with an independent investigation & preparation of a contentious claim or litigated matter – whilst also cooperating with an insurer appointed adjuster or agent for the majority of the claim matters.• Provide claim specific general advice to client base, whilst handling underinsurance (self insured) claims on behalf of clients.• Assisted the account executives with the renewal activity of certain accounts, by providing detailed claims history reports & loss ratio advice.• Prepared detail claim reports for our clients, particularly the motor dealer accounts, which were produced on a monthly basis. Show less

Engaged on a temporary assignment, as a Claims Adjuster.• Carried out weekly claim file review with team leader, to discussing reserving issues & proposed strategy with certain large matters.• Provided underwriters with weekly update on large & complex claim matters, with any reserving issues addressed. • Provide loss advice to fellow co-insurers & relevant reinsurance company/s, along with update advices sent, in the event of significant developments with a file.

Engaged as a BA, to carry out Rebate & Transformation program work. Long term contract ended prematurely due to a large restructure programme carried out within Telstra – with the Bigpond business unit being incorporated back into the Telstra core business (Telstra Media).• Engaged stakeholders in the Contact Centres, to ascertain the manner in which account enquiry calls where being handled & subsequently found that fortunately overall the consultants were adhering to the business… Show more Engaged as a BA, to carry out Rebate & Transformation program work. Long term contract ended prematurely due to a large restructure programme carried out within Telstra – with the Bigpond business unit being incorporated back into the Telstra core business (Telstra Media).• Engaged stakeholders in the Contact Centres, to ascertain the manner in which account enquiry calls where being handled & subsequently found that fortunately overall the consultants were adhering to the business rules in place – hence why the Bigpond contact centres were regarded as one of the leading contact centre groups in Australia.• Carried out monthly group audit (CSA) testing, to ensure the BU’s controls were working effectively, whilst providing exception reports to the Group General Manager.• Drafting initiatives to better control the rebate function within Bigpond, carrying out analysis & audit of internal & external call centres, to ensure controls were being adhered.• Providing high level retention/churn reporting, with the utilisation of COGNOS 8 BI – for the “Saves Team” within the BU.• Chaired an “Excess Usage” forum, to engage the various departmental managers in discussion, to ascertain drill detail, on how additional usage affects disconnection rates & ultimately churn & retention program activity. Show less

Engaged as a reporting analyst at a Lloyds Syndicate, sitting within an underwriting team of Marine, Property, Casualty, Aviation & Bloodstock underwriters. This being a maternity cover contract, which was extremely challenging not having worked within the Lloyds Insurance Market prior, albeit holding 9 years of General Insurance knowledge/experience.• High level of data manipulation work with pivot tables, analysing premium movement, market share movement.• Compiled detailed class… Show more Engaged as a reporting analyst at a Lloyds Syndicate, sitting within an underwriting team of Marine, Property, Casualty, Aviation & Bloodstock underwriters. This being a maternity cover contract, which was extremely challenging not having worked within the Lloyds Insurance Market prior, albeit holding 9 years of General Insurance knowledge/experience.• High level of data manipulation work with pivot tables, analysing premium movement, market share movement.• Compiled detailed class review meeting information packs for quarterly meetings, along with detailed minute taking.• Recorded and maintained various Action/Issue logs surrounding reporting tools - a weekly meeting with the support team was scheduled to iron out any issues, relating to the various system generated reports, such as scheduled & exception reports – along with concerns that management had over the presentation of data through way of the demand reports. • Worked autonomously with a group of marine underwriters – providing them with detailed management reporting & determining & implementing best business process for the area. • Involved heavily with the company’s Realistic Disaster Recovery ‘RDS’ project, a Lloyds market license compliance requirement. All Lloyds syndicates are required to conduct a bi-annual RDS – was engaged to co-ordinate the Marine Division’s submission. Show less

• Managed a portfolio of varied claims for multinational financial service, construction/property clients. ISR Property/Construction Risk, Long Tail Liability, Public & Products, Machinery, Marine Cargo & Travel Medical lines.• Established and sustained long-term customer relationships with key decision makers through regular liaison and meetings.• Developed and maintained meaningful working relationships with insurers, which ensured accurate, efficient and timely production of all… Show more • Managed a portfolio of varied claims for multinational financial service, construction/property clients. ISR Property/Construction Risk, Long Tail Liability, Public & Products, Machinery, Marine Cargo & Travel Medical lines.• Established and sustained long-term customer relationships with key decision makers through regular liaison and meetings.• Developed and maintained meaningful working relationships with insurers, which ensured accurate, efficient and timely production of all client insurer and policy related documentation. Show less

• Responsible for interfacing with customers and various internal departments on claim reserving issues within general insurance environment• Collaborated and liaised with agents and broker entities as part of the company’s relationship management protocol • Performed weekly file reviews on small to medium severity claim losses and report on a monthly basis to the Group Executives on major loss claims• Demonstrated a high level of analytical skills, product knowledge and internal… Show more • Responsible for interfacing with customers and various internal departments on claim reserving issues within general insurance environment• Collaborated and liaised with agents and broker entities as part of the company’s relationship management protocol • Performed weekly file reviews on small to medium severity claim losses and report on a monthly basis to the Group Executives on major loss claims• Demonstrated a high level of analytical skills, product knowledge and internal communication, and develop outstanding relationships with clients to ensure all enquiries were dealt with efficiently and effectively to achieve satisfaction. Show less