Simon James Email & Phone Number

Auckland, New Zealand

Auckland, New Zealand

Tasked with growing the newer insurance businesses in the Asia and Pacific region, and entering new markets, Federal Pacific Insurance has enjoyed very profitable and stable growth during my tenure.Working within different markets and different cultures/legislation, requires appreciation and respect of local peoples, businesses and economies to maximise opportunities for each business.This role has broadened my insurance experience, being hands on with all aspects of a business, including underwriting, claims, finance and admin, people management, legal & compliance along with the sales and marketing aspects.

Auckland, New Zealand

Scope: • To profitably grow the domestic partnerships business with existing business partners and acquiring new accounts.• Manage the new corporate partner relationship (from 09/15) – Warehouse Money.Responsibilities:• Effective management of existing and new business partners.• Develop and execute effective direct marketing campaigns.• Manage the internal sales and customer service teams.• Maximise quote to sales conversion rates.• Full operational and marketing expense budget responsibility.Achievements: • Grew the domestic partnerships business from $29M to over $60M in 7 years.• Existing accounts included Classic Cover, Aon, Marsh, Willis, RSA, PSA.• New partner acquisitions: NZ Home Loans, Star Underwriting, First Credit Union, Chartered Accountants ANZ, Heartland Bank.• Response to outbound DM campaigns has been as high as 11%.• Quote to sales conversion rate increased from 40% to over 50% within first 6 months.• Maximised operational efficiency e.g. introduced paperless direct debits, reduced document duplication.

Auckland, New Zealand

Scope: • Restart Insurance Direct Marketing efforts.Responsibilities: • Acquire new accounts to DM to their customer base.• Campaign development and delivery.• Manage relationships with external and internal call centres.• Handled the Good2Go direct-to-market travel insurance products.Achievements:• Acquired Diners Club as a new account.• Outbound telephone calling campaigns achieved up to an 11.9% response rate. • Introduced an internal retention programme which ‘saved’ over 20% of all cancellation requests.

Auckland, New Zealand

Scope:• Manage the growth of insurance sales in New Zealand.• Increase the range of insurance products available within the business.Responsibilities:• Full NZ accountability of insurance distribution operations.• Managed a team of 2 BDMs and a business analyst.• Develop and implement training programmes for approximately 200 branch and call centre personnel.• Managed an external outbound call centre.• Actively participate as a member of the GE Money Executive Team.Achievements:• 55% organic revenue growth within first 12 months.• Increased average card repayment insurance sales from 250 units per month to 700 per month.• GE Money personal loan insurance penetration increased from 50% to 70%.• Assisted with the integration of Pacific Retail Finance insurance operation into GE Money.• Introduced domestic insurance products throughout the GE Money branch network.

Auckland, New Zealand

Scope:• Grow Sovereigns direct marketing business by managing existing business partners and introducing new partners.Responsibilities:• Manage relationships with ASB Bank, TSB Bank, Warehouse Financial Services and Farmers Insurance.• New business partner acquisition.• Assist with the development and deployment of direct marketing camapigns.Achievements:• Increased books of business with all existing accounts.• Acquired new accounts: Ezibuy and State Life.

Auckland, New Zealand

Scope:• Grow Cignas business by managing existing accounts and introducing new partners to direct market insurance products to their customers.Responsibilities:• Development and execution of direct marketing campaigns to distribute Life and Disability insurance products.• National responsibility to manage and grow existing account relationships such as ANZ, Farmers Insurance and Ezibuy.• Acquire new partners.• Actively participate as a member of Cignas NZ leadership team.Achievements:• Grew Farmers Insurance account from $156,000 annual premium to over $1.5M in first year.• Acquired Kiwibank and TSB Bank as new business partners.• Successful outbound direct marketing of all insurance products.• Helped introduce the first outbound telephone Life Insurance campaign in NZ.• Developed a successful new upsell product.

Marketing, Leisure And Marketing, Ba (Hons)

Marketing

Education record

Mathematics, Economics and Accountancy