Lisa Cayzer
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Lisa Cayzer Email & Phone Number

Account Manager at IFS Insurance Solutions
Location: Greater Melbourne Area, Australia, Australia 8 work roles 3 schools
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Current company
Role
Account Manager
Location
Greater Melbourne Area, Australia, Australia
Company size

Who is Lisa Cayzer? Overview

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Quick answer

Lisa Cayzer is listed as Account Manager at IFS Insurance Solutions, a company with 21 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Lisa Cayzer.

Lisa Cayzer previously worked as Account Manager at Sherpa Financial Group, Australia and Account Manager at Si Paraplanning. Lisa Cayzer holds Certificate Iv - Training And Assessment (Tae40110) from Chisholm Institute.

Company email context

Email format at IFS Insurance Solutions

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IFS Insurance Solutions

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Profile bio

About Lisa Cayzer

I have enjoyed a successful career in the life insurance industry with almost 20 years experience working with life insurance companies, superannuation funds and most recently insurance consulting and broking in the not-for-profit industry fund sector. I have extensive expertise in life insurance, I am self-motivated and results focussed. I excel in an inclusive and values driven environment where I have the opportunity to be a strong contributor to organisational goals. I am an effective communicator with strong interpersonal skills and the ability to clearly articulate. Core areas of expertise:- Claims and Underwriting process improvement- Client relationship and stakeholder management- Data analysis and report writing- Group risk tender management- Strong insurance and superannuation knowledge- Skilled business and contract negotiator.

Listed skills include Claims Management, Business Development, Business Relationship Management, Life Insurance, and 15 others.

Current workplace

Lisa Cayzer's current company

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IFS Insurance Solutions
Ifs Insurance Solutions
Account Manager
australia
Employees
21
AeroLeads page
8 roles

Lisa Cayzer work experience

A career timeline built from the work history available for this profile.

Account Manager

Si Paraplanning

Melbourne, Victoria, Australia

Assist the senior paraplanner with producing Statement’s of Advice (SOA) for Adviser Client base

Jul 2016 - Jul 2017

Risk And Insurance Consultant - Projects And Research

Melbourne, Australia

  • Responsible for the management and delivery of internal and external projects.Key Responsibilities
  • End to end management and execution of internal and external client projects
  • Preparation of project proposal and scope documents
  • Research, analysis and preparation of a group risk market trend report
  • Annual collation and summarisation of group risk market share statistics for presentation at industry forums.Key Achievements
  • Re-engineered claims and… Show more Responsible for the management and delivery of internal and external projects.Key Responsibilities
Dec 2008 - May 2015

Group Risk Specialist

Melbourne, Australia

  • Responsible for renogiating and re-rating the Funds group insurance arrangements with multiple incumbent Insurers.Key Responsibilities
  • Reported to the CFO
  • Managed corporate and industry fund divisions group risk insurance offers
  • Renegotiating improved insurance terms with incumbent group risk providers
  • Document each sub-plan’s insurance benefits – accumulation and defined benefit
  • Review and sign-off insurance policy and PDS documents
Feb 2007 - Nov 2008

Account Director

Heath Lambert Group

Melbourne, Australia

  • Responsible for the relationship management of high profile client funds relating to their group risk insurance needs. Duties included overseeing insurance re-rates, group risk tender management, executive reporting.
  • Established new and improved group risk policy terms and conditions for nominated corporate clients via the tender… Show more Responsible for the relationship management of high profile client funds relating to their.
  • Established new and improved group risk policy terms and conditions for nominated corporate clients via the tender process
  • Re-designed monthly executive summaries for key clients
  • Represented Health Lambert Group at numerous industry forums Show less
Mar 2003 - Nov 2005

Business Development Manager - Group Insurance

Melbourne, Australia

  • Managing relationships with existing and new Mastertrust, Industry Fund and Corporate Superannuation group risk clients to maximise retention and develop additional new business opportunities.Key Responsibilities
  • Management of a panel of high-value client account relationships. Development and execution of Business Development strategy to secure an agreed level of new business production and retention of existing clientsKey.
  • Retained required level of… Show more Managing relationships with existing and new Mastertrust, Industry Fund and Corporate Superannuation group risk clients to maximise retention and develop additional new business.
  • Retained required level of re-rated existing client policies in 2001
  • Achieved set sales targets in 2001 Show less
Oct 2000 - Dec 2002

Marketing Support Consultant

Melbourne, Australia

  • To support the Business Development Manager via the production of quotes, re-rating existing business, establishing new business, issuing of Policy Documents, Account Management and general support.Key Responsibilities
  • Production of group risk quotes, re-rating existing business, establishing new business, issuing Policy Documents and Amendments as required, Account Management and general supportKey Achievements
  • Increased department profitability via re-rating and… Show more To support the Business Development Manager via the production of quotes, re-rating existing business, establishing new business, issuing of Policy.
  • Increased department profitability via re-rating and retention of targeted ‘Bad Plan’ business
  • Responded to tender requests within agreed times standards Show less
Oct 1998 - Oct 2000
Team & coworkers

Colleagues at IFS Insurance Solutions

Other employees you can reach at ifsinsurance.com.au. View company contacts for 21 employees →

3 education records

Lisa Cayzer education

Education record

Mater Christi College
FAQ

Frequently asked questions about Lisa Cayzer

Quick answers generated from the profile data available on this page.

What company does Lisa Cayzer work for?

Lisa Cayzer works for IFS Insurance Solutions.

What is Lisa Cayzer's role at IFS Insurance Solutions?

Lisa Cayzer is listed as Account Manager at IFS Insurance Solutions.

Where is Lisa Cayzer based?

Lisa Cayzer is based in Greater Melbourne Area, Australia, Australia while working with IFS Insurance Solutions.

What companies has Lisa Cayzer worked for?

Lisa Cayzer has worked for Ifs Insurance Solutions, Sherpa Financial Group, Australia, Si Paraplanning, Equipsuper, and Heath Lambert Group.

Who are Lisa Cayzer's colleagues at IFS Insurance Solutions?

Lisa Cayzer's colleagues at IFS Insurance Solutions include Angela T Apostolopoulos, Ben Sherburn, Chelsea Cochrane, Mario Debono, and Olympia Tassakos.

How can I contact Lisa Cayzer?

You can use AeroLeads to view verified contact signals for Lisa Cayzer at IFS Insurance Solutions, including work email, phone, and LinkedIn data when available.

What schools did Lisa Cayzer attend?

Lisa Cayzer holds Certificate Iv - Training And Assessment (Tae40110) from Chisholm Institute.

What skills is Lisa Cayzer known for?

Lisa Cayzer is listed with skills including Claims Management, Business Development, Business Relationship Management, Life Insurance, Group Insurance, Underwriting, Disability Insurance, and Insurance Brokerage.

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