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

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 ● 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 underwriting processes for a major industry fund client● Instrumental in the delivery of key client projects in a timely manner● Delivered multiple participant specific and service benchmark reports for an industry first claims and underwriting process improvement initiative. Show less

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● Insurance data… Show more 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● Insurance data cleanse in preparation for group risk tender● Review declined claims cases.Key Achievements ● Successfully renegotiated key elements of the Fund's primary group risk policy.● Achieved currency of life insurance policy documentation from all service providers. Show less

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, contract profitability analysis, contentious claim review and recommendations and Policy Document and PDS sign off.Key Achievements ● 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 group risk insurance needs. Duties included overseeing insurance re-rates, group risk tender management, executive reporting, contract profitability analysis, contentious claim review and recommendations and Policy Document and PDS sign off.Key Achievements ● 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

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 Achievements ● 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 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 Achievements ● Retained required level of re-rated existing client policies in 2001● Achieved set sales targets in 2001 Show less

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 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 retention of targeted ‘Bad Plan’ business● Responded to tender requests within agreed times standards Show less