I recently returned from overseas after working in the IAG NZI insurance business a fantastic personal growth & career opportunity.Currently on my return to Australia I have been building technical insurance underwriting learning content for our referral teams, broker business, rural and commercial sales teams both in Australia and overseas. Commercial product drafting and writing.SME support for claims and underwriting referral teams

2016 – 2017National Academy Manager IAG New ZealandThe NZ business created National Academy Manager role to conduct a full review of the existing NZ Technical underwriting insurance capability platform and then create an effective strategy linking technical underwriting capability, governance pathways for licensing and robust delegated underwriting authority limits.

As a subject matter expert in Commercial & Rural Underwriting and Operations plus my previous role as the CGU Academy Manager I was invited to join the Westfarmers integration team as a Senior subject matter expert. My role was policy drafting and writing of all the key SME commercial products including the Rural product offerings, motor and office wordings. Due to my previous role as the CGU Academy Manager I also had responsibility for drafting and writing the new product learning… Show more As a subject matter expert in Commercial & Rural Underwriting and Operations plus my previous role as the CGU Academy Manager I was invited to join the Westfarmers integration team as a Senior subject matter expert. My role was policy drafting and writing of all the key SME commercial products including the Rural product offerings, motor and office wordings. Due to my previous role as the CGU Academy Manager I also had responsibility for drafting and writing the new product learning modules that existed in the Academy capability LMS for all our IAG staff, broker, Agency and FI business partner relationships. I also facilitated the face to face workshops on the new product wordings to up-skill our people in the branches and in our Rural insurance business unit. Show less

This highly successful direct market commercial SME division , required tools and strategy to build capability and competency in SME commercial underwriting that extended to include:. Commercial Underwriting referral team who supported the direct sales consultants.. Quality Assurance team for the direct sales staff dealing with NRMA & RACV customers. • A National General Insurance Qualification and Underwriting Capability framework Strategy with delegated underwriting… Show more This highly successful direct market commercial SME division , required tools and strategy to build capability and competency in SME commercial underwriting that extended to include:. Commercial Underwriting referral team who supported the direct sales consultants.. Quality Assurance team for the direct sales staff dealing with NRMA & RACV customers. • A National General Insurance Qualification and Underwriting Capability framework Strategy with delegated underwriting authorities. • Underwriting risk acceptance technical training to sales and insurance sales consultants.• Innovative online tools to enhance risk acceptance for customer facing account managers, referral underwriting and direct phone sales staff.. Segmentation approach to business occupations with strict underwriting acceptance and pricing. Show less

My background in Branch and Relationship Management especially in the SME Commercial and Rural markets created an opportunity to join a select team of experts within our organization appointed to develop a robust strategy that preserved, consolidated and supported a key external relationship network. This highly sensitive segmentation of the key external network was necessary to preserve the existing community who were under business duress due to market pressures, broker acquisitions and… Show more My background in Branch and Relationship Management especially in the SME Commercial and Rural markets created an opportunity to join a select team of experts within our organization appointed to develop a robust strategy that preserved, consolidated and supported a key external relationship network. This highly sensitive segmentation of the key external network was necessary to preserve the existing community who were under business duress due to market pressures, broker acquisitions and lack of succession planning. Trust played an important key in the strategic direction and the individuals chosen to run this project had to have relationship, negotiation, trust, communication, people management skills. A successful efficient community group platform developed over two years and an aligned growth strategy that still exists today. Show less

This role recognized, created and designed technical underwriting training content ensuring the integrity of the core insurance knowledge was captured in the commercial and rural space enabling prioritization of learning platforms required under our legal obligation to build capability and competency in our staff and external business partnerships. • Building internal relationships with key stakeholders internally and externally.• Creating suitable cost effective innovative learning… Show more This role recognized, created and designed technical underwriting training content ensuring the integrity of the core insurance knowledge was captured in the commercial and rural space enabling prioritization of learning platforms required under our legal obligation to build capability and competency in our staff and external business partnerships. • Building internal relationships with key stakeholders internally and externally.• Creating suitable cost effective innovative learning solutions.• Building sustainable external business relationships with related learning bodies..• Ongoing delivery of targeted learning opportunities, identifying key internal and external learning solutions that are “fit for purpose.”• Managing the employment and performance of senior staff;• Ensuring that Department has processes and procedures for effective staff management;• Providing the resources and conditions necessary for quality performance. . • Targeted strategy after extensive needs analysis research.• Implementation of cost effective innovative solutions such as e-learning. Show less