James Callender Email & Phone Number

Sydney, New South Wales, Australia

Responsible for building brand awareness, establishing strategic partnerships and delivering portfolio growth across Australia and New Zealand. I am fortunately supported by a group of incredibly passionate and highly skilled colleagues as well as a network of committed clients.I am known for challenging the status quo of traditional Employee Assistance Programs (EAP) and the parallel application of mental health resources by partnering with organisations to deeply understand their strategic and personnel goals before building a holistic wellbeing program that is fit for their purpose. In this role I establish, consolidate and revolutionise domestic and global corporate mental health programs that remove time, location and language as barriers to mental health support. Workplace Options (WPO) is the world’s largest independent provider of holistic health and wellbeing solutions. Our global credibility is reinforced by our local capability that ensures our members can reach a mental health clinician when and where they need it. WPO support individuals to become healthier, happier and more productive both personally and professionally through emotional, physical and practical solutions.

Sydney, New South Wales, Australia

Responsible for delivering purposeful B2B pipeline and profitable portfolio growth within identified target market segments and challenging the way clients and members consume a holistic health employee benefits proposition.Exceeded pipeline growth targets, establishing funded and voluntary corporate health and wellbeing programs across Australia and New Zealand.Designed and implemented a lean needs-informed prospecting, pitching and onboarding sales experience to improve pipeline conversion daysSuccessfully negotiated the inclusion of key acquisition offers into all direct commercial contracts improving quote to sale conversion rate.

Sydney, New South Wales, Australia

Responsible for supporting the strategy development and service delivery for a newly created centre of operational excellence, Business Services in conjunction with individual P&L’s and Lines of Business. In this role I was responsible for ensuring value creation, effective governance with relevant operating rhythms and ongoing strong performance. The aim being to differentiate nib Group’s customer experience through a digital first strategy, utilising key partners for expertise and leadership where the nib Group decides to outsource capabilities to BPO and technology partners.I supported commercial leadership and value creation for Business Services holistically, working with each P&L division and had responsibility for a key portfolio made up of both internal and external key strategic partner relationships.I was a senior leader who influenced transformational change in the scope and functions that I directly led.

Sydney, Australia

Responsible for managing all aspects of several health, life and general insurance strategic partnerships including but not limited to sales budget and forecast planning, developing and executing sales and marketing plans, medical risk underwriting, policy system build support and internal / external stakeholder engagement. Led nib’s insurance partners and distribution channel managers to optimise customer penetration by reducing customer lapse, increasing product awareness and growing policy sales.At nib we strive for a consistent ‘awesome’ customer experience across all products. I help facilitate this by carefully selecting appropriate partners and products that align with our vision, mission and culture. As a people person I am equally passionate about the experience of my internal customers, our distribution team members. Face to face people time is important to me and I regularly spend time within the sales environment to deliver training, receive primary feedback, monitor compliance and reward performance. Specifically for nib Expat Health, my role extended to operationally supporting the start up business through acquisition marketing, medical risk underwriting, and process engineering across individual and group business.

Newcastle, Australia

Successfully engage internal and external stakeholders to achieve strategic outcomes. This includes product sales, service and marketing, risk underwriting and profit and loss support. Product combined gross written premium of $12.1 million in FY2017. Key external stakeholders include AXA PPP International and AXA Healthcare Singapore, XL Catlin, Cerberus Special Risks, TAL Life Insurance and Dius. Key achievements• nib Expat Health operational development – Led the nib Expat Health operational improvements project which involved shaping and implementing systems and procedures which facilitate the scalability of the business. This includes knowledge management, system training, and compliance maintenance. Outcomes include 15 trained consultants, an approved policy administration system and numerous policy sales. • nib Life Insurance retail centre training roadshow – Pioneered an innovative consultant-focused training program which improved the consultant | customer referral (cross-sell) experience. This initiative motivated consultants to achieve a 20% increase in referrals across the retail network.

Newcastle, Australia

Detailed analyst who collaborated with internal and external stakeholders to reconcile transaction data across the group. Total group premium revenue of $1,873.1 million in FY2016. Achievements• Successfully transitioned business activity statement preparation into a soft network-based process. • Mapped key reconciliation processes to assist knowledge continuity. • Prepared and executed key group payments via electronic funds transfer. • Contributed to monthly Management Executive reports. • Member of banking tender, transition, migration and implementation project team.

Houston, Texas Area

Group Manager responsible for the safety, well being, transport and education of 15 school students aged 12-15 years directly, and 135 students indirectly. This included international travel, transfers, and accommodation as well as student mentor and parent delegate. The iViCon Junior Space School program partnered with NASA to inspire young people via the marvels of earth and space science on a grand scale to build a passion for and curiosity about the world of STEM. Sites visited;Johnson Space Centre | HoustanThe Health Museum | HoustanRice University | Houstan Texas A&M | HoustanDavidson Space Centre | Alabama U.S. Space and Rocket Centre | Alabama

Newcastle, Australia

As a client-focused Accountant I worked with business owners across a number of industries including engineering, manufacturing, and labour hire. My clients ranged from small to medium enterprises and start-ups to companies with annual turnover exceeding $22 million. As a strategic and operational consultant I value communicating key financial information in a time-efficient manner and a consumable format. I regularly worked onsite with clients to understand their needs and design appropriate reporting solutions which delivered value to key decision makers. Key decision maker reports included • Cashflow forecast• Annual budget and reforecast • Period management dashboards• Consolidated statement of financial position and statement of income and expenditure Achievements• I facilitated the accreditation of the practice as a Bronze Xero partner which included training staff and clients in automated accounting and bookkeeping processes. • I developed and implemented the ‘Sole Trader Start Up’ model which mentored entrepreneurs into starting their own business. • I led a team of up to 3 external auditors • I led the Self Managed Superannuation Fund audit team • I mentored two Trainee Accountants through the key development areas of advisory, audit and compliance. I used the following accounting and business software packages to service clients • MYOB, Business Craft, Xero, Saasu, SuperMate

Newcastle, Australia

I actively sought employment as a Trainee Accountant since completing my HSC. Through my role at H & M Accountants I was exposed to the operations of a business including administration support, staff meetings, client meetings, brand development and content marketing. I gained experience in the preparation of income tax returns and special purpose financial statements for companies and self managed superannuation funds. I was also a member of the audit team which conducted on site audits of Law Society Trust Accounts and Body Corporates. I value the skills I developed and exposure I received whilst being employed as a Trainee Accountant of a small tier firm in Newcastle.

Reporting To The Board

Anziif (Aff) Cip, Insurance

Digital Marketing, Marketing

User Experience Design (Intro)

Data Visualisation, Data Science

Project Manager, Project Management

Rg146 Tier 1 General Insurance Personal Advice, Insurance, Highly Commended.

Cert Iv Leadership And Management, Organizational Leadership

Bachelor Of Commerce (B.Com.), Accounting

Activities and Societies: - Vice President and Co-founder of University of Newcastle Business and Commerce Association - Newcastle.

Highschool Certificate