Jo Casey Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Australia

Maintenance of core compliance governance arrangements including policies and procedures as part of the Risk and Compliance FrameworkProvide Risk and Compliance subject matter expertise to all stakeholders including compliance reviews of all customer facing documentation and risk reviews of new business initiativesResponsibility for the compliance.

Sydney, Australia

• Responsibilities
• Contribute to all Distribution reporting, remediation & adherence to corporate governance obligations and Legal & Compliance guidelines
• Investigate Compliance Incidents impacting Consumer Credit Insurance to identify root cause and remediation required.
• Analyse policy data to validate its accuracy
• Review policy underwriting and credit history to determine additional information required
• Develop and Implement a remediation plan to ensure all actions are accounted for and timeline tracked.

Melbourne, Australia

• Responsibilities
• Manage Compliance Incidents and Breaches, including the investigation and development of remediation plans for both Internal Departmental and Business wide incidents.
• Manage customer complaints and disputes, including negotiating resolutions with customers and Management
• Support key business improvement and growth initiatives projects.
• Support Operations Compliance Manager with ASIC reporting and submissions.
• Review practices and procedures against regulatory requirement compliance plan, ensuring robust compliance program.

Melbourne, Australia

• Responsibilities
• Manage Corporate and National credit portfolios for Underwritten Workers Compensation policies
• Perform Gap analysis on current procedures and develop new procedures in line with business requirements.
• Provide training and coaching assistance to team and department members
• Create training manuals
• Investigate and reconcile client payments

Melbourne, Australia

• Responsibilities
• Underwrite Business Package products, Commercial Motor and Farm policies
• Review New Business EDI quotes for acceptance ensuring Allianz underwriting guidelines are met.
• Review existing policies for renewal ensuring that each policy continues to meet acceptable underwriting guidelines and produce renewal terms
• Provide underwriting support on transactions including new business, quotations and endorsements.
• Provide written reports to Senior Underwriters when policies fall outside authority limits ensuring that appropriate information and recommendations are provided.

Melbourne, Australia

• Responsibilities
• Liaise with employers and intermediaries in relation to WorkCover policies
• Process new WorkCover policies adhering to strict timeframes
• Analyse policy applications ensuring adequate information is provided and liaise with clients and intermediaries to obtain additional information when required
• Assist Credit Team as required
• Prepare Certificates of Currency and other correspondence

Melbourne, Australia

• Responsibilities
• Determine most suitable insurance products to meet client needs
• Liaise with SME clients in relation to their Commercial and Personal Insurance
• Process new polices, endorsements and renewals
• Liaise with underwriters and general insurance staff to obtain quotes, renewal terms, and endorsement acceptance
• Utilise opportunities to cross sell insurance products to existing customers

Melbourne, Australia

• Assist with renewal submissions to reinsurers
• Prepare client invoices
• Prepare and issue Certificates of Currency
• Liaise with Key Stakeholders including Government Departments and associated bodies, and Board Directors
• Organise and co-ordinate client seminars and training courses on a regular basis
• Prepare and word process correspondence and reports