Eric T. Email & Phone Number

Brisbane, Queensland, Australia

Gold Coast, Queensland, Australia

- Manage a first-mortgage fund providing financing facilities to construction projects with asset-under-management over $200M AUD and rapidly growing;- Manage daily unit prices and reconcile unit holdings;- Maintain unit share registry, loan registry and issue unit holding certificates;- Ensure investors have up-to-date reporting regarding their.

Gold Coast, Queensland, Australia

- Diligently review and complete tender documentation; - Extract information from architectural drawings and/or building permits to be entered into system;- Collate and set up all required folders in the system for the construction team;- Assist estimators with the preparation and processing of purchase orders for new builds;- Follow up on missing.

Auckland, New Zealand

- Specialization: Construction/Civil Works insurance (contract and civil works) for SME clients including general builders, main contractors and quantity surveyors. - Diligently assisted clients in the construction/civil works industry in seeking best covers for their commercial vehicle fleets ranging from heavy civil work machinery to small Utes.

Auckland, New Zealand

- Processing of renewals, new business, alterations and cancellations- Setting up new policies, processing finance agreements and sending out proposals- Ensuring premiums are collected within required time frames- Resolving client queries and providing a high level of client service

Auckland, New Zealand

- Planned and participated in diverse assurance engagements in various industry sectors ranging from construction, insurance, investment, agricultural, forestry, construction, retirement villages, education to not-for-profit organisations. - Conducted audit interviews, analysed and tested internal controls and conducted risk assessment analysis on business.

Auckland, New Zealand

- Participated in diverse assurance engagements in various industry sectors ranging from construction, insurance, investment, agricultural, forestry, construction, retirement villages, education to not-for-profit organisations. - Planned & performed walkthroughs on internal controls of clients' Significant Class of Transactions (SCOTs); updated narratives.

Vancouver, British Columbia, Canada

- Liaised and negotiated new and renewal terms with brokers to ensure compliance with underwriting guidelines and delegated authority. Developed and grew relationships with key brokers to maximise opportunities - Proactively performed risk assessments on prospective and existing residential properties - Reviewed valuation reports to determine building.

Vancouver, British Columbia, Canada

- Evaluated and issued new policies in accordance with internal underwriting guidelines - Offered and negotiated renewal terms subject to internal underwriting guidelines - Coordinated and compiled documentation in accordance with customer service standards - Reviewed and approved binding requests within delegated authority - Audited source documents at.

Vancouver, British Columbia, Canada

- Processed insurance transactions including new business, renewals, and lodgment of claims - Actively engaged walk-in customers in quality conversations to uncover needs, made direct sales or referral as appropriate. Proactively upsold and cross-sold various ancillary products - Built and cultivated relationships by anticipating the needs of clients, such.

Vancouver, British Columbia, Canada

- Provided administrative support. Processed renewals, endorsements, and cancellations - Prepared & sent out pre-renewal information to clients. - Assisted senior brokers with insurance remarkets - Followed up outstanding premiums to ensure payment is received and business is retained - Performed cashier and bookkeeping duties. Reconciled accounts for.

Toronto, Ontario, Canada

- Specially priced US 401K superannuation products to ensure corporate profitability targets are met - Liaised daily with U.S.-based case managers and sales representatives

Master Of Construction Practice (Professional)

Graduate Diploma

Anziif (Snr Associate) Cip

Bachelor Of Commerce - Bcom

Chartered Insurance Professional (Cip)