Key Responsibilities: Providing specialist insurance advice and recommending quality, customer-led risk protection solutions, including outbound calling via auto-dialler Analysing sales data and providing accurate and timely insights into sales performance Researching and reviewing competitor offerings and providing qualified insight and recommendations  Utilising segmented customer data to design and deliver customer loyalty campaigns Maintaining and managing all compliance requirements outlined by licensee  Proactively servicing existing clients by providing risk reviews Significant Achievements: Consistently exceeded both personal and team performance targets, including a personal monthly target in excess of $30K Successfully and consistently achieved a monthly compliance rating of 98%. Recognised for continuously delivering high customers NPS interaction results, with my team consistently ranking as the highest achieving team within the organisation.

Key Responsibilities: Strategically retaining, managing and expanding a portfolio of superannuation software key accounts and strategic alliances for SuperConcepts, an AMP-owned subsidiary Providing proactive end-to-end customer relationship management Developing strategic alliances and key accounts strategy  Implementing strategic business plans for all national key accounts Meeting assigned targets for profitable sales volume and strategic objectives Leading solution development, including consulting with customers to identify business needs, developing innovative technological solutions and presenting compelling business cases to clients Coordinating a team of internal stakeholders, including support, service, and management resources, in order to meet account performance objectives and customer expectations  Nurturing productive professional relationships with SMSF intermediaries  Presenting at industry forums and local seminars to generate leads Significant Achievements: Identified, secured and contracted a major new top tier key account (KPMG), delivering 25% of my individual yearly sales target. Successfully achieved my personal annual target of $2M, covering new business and existing revenue retention. Successfully renegotiated two key account service contracts. Developed a new product and pricing offering for a white label partner. Implemented new adviser SMSF program for a major banking partner. Recognised as a leader within the business and given greater people management responsibilities.

Key Responsibilities:  Managing key strategic partnerships for a retail insurance business, including major accounts with Bendigo and Adelaide Bank, and Citibank Analysing product, channel and competitor data, and overseeing pricing strategy and channel optimisation  Providing leadership, guidance and drive to a team comprising two Business Development Managers Identifying and securing new partnering opportunities  Developing annual partner strategy and business plans, and negotiating partner production targets and key strategic objectives  Developing and executing marketing plans  Developing key operational processes and identifying opportunities to improve efficiency and effectiveness Devising and managing the partner BDM / CDM support model Significant Achievements: Recruited to manage a failing partnership with a Bendigo Bank, and successfully repaired the relationship and delivered a 200% increase in policy sales within the first year. Successfully implemented new product recommendations for Bendigo SmartCover that resulted in significant improvements across all key product metrics. Promoted to further key account management responsibilities covering all AIA Australia Bancassurance partnerships, including Group Office reporting responsibilities. Instrumental in the procurement and establishment of AIA Australia Direct Life Insurance Call Centre distribution partner.  Successfully implemented the fit-for-purpose life insurance referral coaching and sales model, as well as a new best practice advice model based on collective industry learnings.

Key Responsibilities:  Managing product strategy, roadmap, partnerships and full P&L for the life insurance business line Negotiating and managing distribution contracts and partnership agreements Developing and implementing strategic initiatives to achieve core organisational objectives Identifying and integrating product enhancements to existing offerings  Managing, mentoring and developing an Assistant Product Manager Devising and rolling-out product training program  Ensuring adherence to organisation and industry risk management and compliance Significant Achievements: Successfully developed and launched Medibank Direct Life Insurance business, generating over 50,000 policy sales and $10M in yearly recurring revenue. Exceeded yearly revenue and new business targets over five consecutive years. Established internal bancassurance referral model across retail and phone networks. Successfully developed and launched new Medibank Income Protection product. Awarded 5-star rating for outstanding value for the Direct Life Insurance Product by industry comparison site Canstar for 2011, 2012 and 2013. Established a compliance culture and framework within the non-Private Health Insurance business.