Jonathan Lam Email & Phone Number

Warburton, Victoria, Australia

As the Managing Principal of Thomas Insurance Services in the Yarra Valley, I lead a family-owned, community-based business which has been offering advice throughout the region for over four generations. With 20 years in the insurance industry, my focus is on providing local businesses with peace of mind, helping them navigate complex insurance challenges so they can concentrate on what they do best.At Thomas Insurance Services, we handle everything from commercial and SME insurance to… Show more As the Managing Principal of Thomas Insurance Services in the Yarra Valley, I lead a family-owned, community-based business which has been offering advice throughout the region for over four generations. With 20 years in the insurance industry, my focus is on providing local businesses with peace of mind, helping them navigate complex insurance challenges so they can concentrate on what they do best.At Thomas Insurance Services, we handle everything from commercial and SME insurance to specialised coverage like contract works and liability, and high net worth policies. We also offer domestic insurance and provide free quotes and insurance reviews to ensure our clients are well-protected. Located on the main street of town, we are closely connected to our community. It’s a privilege to continue the legacy of Thomas Insurance Services in supporting local businesses by proactively managing their risk and enabling growth and business continuity through the right cover. Show less

Melbourne, Victoria, Australia

Melbourne, Australia

Melbourne, Australia

Jonathan’s insurance career to date consists of both local and international experience within claims, broking and underwriting, most recently with Allianz where he was responsible for managing relationships with some of Victoria’s largest brokerages. Ready for a new challenge, he joined MBAIS in June 2015 to specialise in construction related insurance and focus on strengthening client relationships. With over 12 years’ experience in the industry, and an excellent track record in exceeding… Show more Jonathan’s insurance career to date consists of both local and international experience within claims, broking and underwriting, most recently with Allianz where he was responsible for managing relationships with some of Victoria’s largest brokerages. Ready for a new challenge, he joined MBAIS in June 2015 to specialise in construction related insurance and focus on strengthening client relationships. With over 12 years’ experience in the industry, and an excellent track record in exceeding client expectations, Jonathan is well placed to deliver the highest level of service to our Victorian clients. Show less

Melbourne Vic

Account management of 4 Blue Eagle Insurance Brokers, providing support, consultancy and technical advice to ensure client needs are met and exceeded. To strategically manage and position the 'One Allianz' experience.Responsible for achieving Allianz sales targets through creation of business development plans developed in collaboration with other key stakeholders within the Allianz group.Focused on strengthening existing relationships, the identification and exploration of new… Show more Account management of 4 Blue Eagle Insurance Brokers, providing support, consultancy and technical advice to ensure client needs are met and exceeded. To strategically manage and position the 'One Allianz' experience.Responsible for achieving Allianz sales targets through creation of business development plans developed in collaboration with other key stakeholders within the Allianz group.Focused on strengthening existing relationships, the identification and exploration of new development opportunities, and to better understand our intermediaries book of business which allows Allianz to partner with and grow both our portfolios through profitable business selection. Responsibilities - Attend meetings with Intermediaries to identify opportunities within their business.- Achieve budgeted sales targets through building effective working relationships with assigned intermediaries and ensuring the effective use of eCommerce facilities.- Achieve and exceed budgeted targets through the ‎selection and development of profitable business opportunities.- Manage business relationships with assigned intermediaries, and promote the Allianz ‎group.- Ensure work is processed in a timely manner to ensure State monthly targets are met.- Achieve New Business growth by utilising personal authority levels.- Understand customers' needs by developing plans and delivering to agreed targets.- Underwrite profitable business in line with Company underwriting guidelines and within delegated underwriting and discounting authority limits.- Build strong relationships with external business and ‎internal stakeholders.- Ensure Account Queries are managed within Service Level Agreements.- Product training with intermediaries Show less

Melbourne, Australia

Responsibilities Included:- Achieve budgeted sales targets through building effective working relationships with assigned intermediaries and ensuring the effective use of eCommerce facilities.- Achieve and exceed budgeted targets through the ‎selection and development of profitable business opportunities.- Manage business relationships with assigned intermediaries, and promote the Allianz ‎group.- Ensure work is processed in a timely manner to ensure State monthly targets are… Show more Responsibilities Included:- Achieve budgeted sales targets through building effective working relationships with assigned intermediaries and ensuring the effective use of eCommerce facilities.- Achieve and exceed budgeted targets through the ‎selection and development of profitable business opportunities.- Manage business relationships with assigned intermediaries, and promote the Allianz ‎group.- Ensure work is processed in a timely manner to ensure State monthly targets are met. - Achieve New Business growth by utilising personal authority levels. - Understand customers' needs by developing plans and delivering to agreed targets.- Underwrite profitable business in line with Company underwriting guidelines and within delegated underwriting and discounting authority limits.- Build strong relationships with external business and ‎internal stakeholders.- Ensure Account Queries are managed within Service Level Agreements. Show less

Maidstone, Kent

Responsibilities Included:Negotiating and developing relationships with brokers/customers. Managing more complex underwriting enquiries utilising a high level of commercial acumen.Contributing to financial targets. Providing technical expertise to other team members, Brokers & BDM's Reviewing underwriting decisions where requested by brokers and providing alternative options consistent within underwriting guidelines. Evaluating, accepting or declining new business… Show more Responsibilities Included:Negotiating and developing relationships with brokers/customers. Managing more complex underwriting enquiries utilising a high level of commercial acumen.Contributing to financial targets. Providing technical expertise to other team members, Brokers & BDM's Reviewing underwriting decisions where requested by brokers and providing alternative options consistent within underwriting guidelines. Evaluating, accepting or declining new business, endorsements and renewals. Making recommendations on risks exceeding authorities.Recommending account trade off decisions.Researching market and environment to determine pricing.Face to face relationship management with brokers and clients. Retention and development of new business on broker panel. Managing existing intermediaries/clients to retain businessDrive innovative solutions to promote growth and stability.Grow gross written premium in-line with personal and company objectives.Collecting and updating contact & market information in Salesforce.com.Maintaining a thorough understanding across multiple lines of insurance products.Developing and maintaining mutually beneficial relationships with both internal and external parties. Show less

Arranging broker events, Key Partner Academies and Breakfast ClubsCollating weekly sales pack statsCollating Deal Broker performanceCompiling Strategic Broker joint plan documentsCompiling Broker Analysis toolsLogging new business enquiriesHandling Agent and New Agent administrationCompleting Tender Documents for significant new business opportunitiesUnprofitable Agent ReviewsOut of Area broker reviewsLapse AnalysisIdentifying Cross Selling… Show more Arranging broker events, Key Partner Academies and Breakfast ClubsCollating weekly sales pack statsCollating Deal Broker performanceCompiling Strategic Broker joint plan documentsCompiling Broker Analysis toolsLogging new business enquiriesHandling Agent and New Agent administrationCompleting Tender Documents for significant new business opportunitiesUnprofitable Agent ReviewsOut of Area broker reviewsLapse AnalysisIdentifying Cross Selling opportunities Carrying out prospecting campaignsFollowing up Credit Control queries Show less

To manage and grow a portfolio of clients ensuring that their risk management and insurance broking needs are identified and met. Accountable for customer satisfaction and providing high quality service.Meeting and negotiating with underwriters.Developing and maintaining a sales funnel and pipeline of potential prospects for marketing initiatives.Expand growth in existing accounts by evaluating clients business, identifying needs and providing tailored solutionsReview… Show more To manage and grow a portfolio of clients ensuring that their risk management and insurance broking needs are identified and met. Accountable for customer satisfaction and providing high quality service.Meeting and negotiating with underwriters.Developing and maintaining a sales funnel and pipeline of potential prospects for marketing initiatives.Expand growth in existing accounts by evaluating clients business, identifying needs and providing tailored solutionsReview, develop and launch marketing strategies by monitoring competitive products and clients needs. Ensure compliance with all relevant statutory and industry requirements and codes. Attending client meetings when required.Prepare all policy documentation for clients.Review all new business applications to determine if they fit within underwriting guidelines and process accordingly.Processing of new business, renewals, and endorsements.Quoting of premium funding agreements.Updating and reviewing claims reports.Assisting senior brokers as and when required. Show less

Maintaining and developing existing insurance portfolio (Domestic & SME)Processing of endorsements/amendments.Quoting of new business and renewals.Preparing correspondence between company, clients and underwriters.Acquire and maintain a sound knowledge of clients industries, businesses and risks. Providing effective and efficient claims management.Attending regular client meetings when requiredAssisting other brokers as and when required.Developing and… Show more Maintaining and developing existing insurance portfolio (Domestic & SME)Processing of endorsements/amendments.Quoting of new business and renewals.Preparing correspondence between company, clients and underwriters.Acquire and maintain a sound knowledge of clients industries, businesses and risks. Providing effective and efficient claims management.Attending regular client meetings when requiredAssisting other brokers as and when required.Developing and maintaining a sound knowledge of the insurance industry, market and products available. Show less

Management of insurance claims.Matching and actioning correspondence, processing payments and completing diary reviews daily.Providing assistance to customer queries regarding their motor claim.Settling claims efficiently and effectively while minimising claims leakage.Provide professional relationships with Swann intermediaries and service providers in order to enhance customer satisfaction and maximise business opportunities.Ensuring that training in relevant systems and… Show more Management of insurance claims.Matching and actioning correspondence, processing payments and completing diary reviews daily.Providing assistance to customer queries regarding their motor claim.Settling claims efficiently and effectively while minimising claims leakage.Provide professional relationships with Swann intermediaries and service providers in order to enhance customer satisfaction and maximise business opportunities.Ensuring that training in relevant systems and industry codes are completed to an acceptable standard and in a timely fashion. Show less

Processing Insurance claims for customers via the telephone. In this role I was responsible for providing excellent customer service and making the claims process as easy as possible for our customers so that their expectations were met or exceeded. Creating and sending out the daily and monthly statistics reports, which were an effective coaching tool. These reports helped my teammates and I see how we were tracking to achieving our short-term incentives.Providing support for the more… Show more Processing Insurance claims for customers via the telephone. In this role I was responsible for providing excellent customer service and making the claims process as easy as possible for our customers so that their expectations were met or exceeded. Creating and sending out the daily and monthly statistics reports, which were an effective coaching tool. These reports helped my teammates and I see how we were tracking to achieving our short-term incentives.Providing support for the more junior staff and leading by example.Asking the appropriate questions in order to detect fraud.Providing assistance for uninsured third parties and referring them to our debt recovery departmentMember of the One Touch Technical Committee. This involved meeting with 9 other staff from various areas of claims once every three weeks to discuss business processes and develop solutions to issues raised by staff. Show less