Stuart Mcleod Email & Phone Number

Melbourne, Vic, Au

Australia

Account Manager servicing Motor Trades members.

Melbourne, Victoria, Australia

Frankston, Victoria, Australia

Southbank, Victoria, Australia

SALES AND SERVICE LEADER | HONAN INSURANCE BROKERS 2018-2019Responsibilities• Managing a team• Allocation of work• Budgeting• New business development• Account management • Broker placement for Commercial Property, Real Estate PI and Landlord InsuranceKey AchievementsMain contact for hard to place Commercial Property for Honan

Responsibilities• Underwriting new businesses• Preparing plans and forecasting marketing• Surveying premises and making recommendations to reduce loss • Management of accounts and files• Delivering tailored insurance solutions for motor trades • Establishing new and sustainable business relationships by attending trade shows (NECA)• Authority levels were $5 Million Building sum insured, $20 Million Public Liability, $100K Theft, $1 Million Business… Show more Responsibilities• Underwriting new businesses• Preparing plans and forecasting marketing• Surveying premises and making recommendations to reduce loss • Management of accounts and files• Delivering tailored insurance solutions for motor trades • Establishing new and sustainable business relationships by attending trade shows (NECA)• Authority levels were $5 Million Building sum insured, $20 Million Public Liability, $100K Theft, $1 Million Business Interruption.Key AchievementsAchieved well over-budget for each year of service Show less

Melbourne, Australia

Responsibilities• Conducting corporate and strategic renewals & underwriting new business• Participating in the management of schemes• Networking and finding sustainable new business at trade shows (Steadfast & NIBA)• Maintaining client base and managing accounts• Business Development• Authority levels were $10 Million Building sum insured, $20 Million Public Liability, $100K Theft, $1 Million Business Interruption.Key AchievementsIncreased golf scheme by 20%… Show more Responsibilities• Conducting corporate and strategic renewals & underwriting new business• Participating in the management of schemes• Networking and finding sustainable new business at trade shows (Steadfast & NIBA)• Maintaining client base and managing accounts• Business Development• Authority levels were $10 Million Building sum insured, $20 Million Public Liability, $100K Theft, $1 Million Business Interruption.Key AchievementsIncreased golf scheme by 20% GWPAchieved a renewal retention rate of 93% Show less

Responsibilities• Business development, portfolio management & account management• Reviewing broker statistics and policies• Producing quotations on new policies• Meeting potential clients at trade shows• Preparing reviews and reports• Meeting legislative and compliance obligations, including FSRA requirements• Authority levels were $5 Million Building sum insured, $20 Million Public Liability, $50K Theft, $500K Business Interruption, $1 Million Management Liability,… Show more Responsibilities• Business development, portfolio management & account management• Reviewing broker statistics and policies• Producing quotations on new policies• Meeting potential clients at trade shows• Preparing reviews and reports• Meeting legislative and compliance obligations, including FSRA requirements• Authority levels were $5 Million Building sum insured, $20 Million Public Liability, $50K Theft, $500K Business Interruption, $1 Million Management Liability, $10 Million Professional Indemnity, $500K Directors and Officers.Key AchievementsSuccessfully increased the GWP by 25%Achieved a loss ratio of less than 20% on the GWP Show less

Melbourne, Australia

Responsibilities• Portfolio Management and Business Development• Reviewing broker statistics & policies• Achieving targets while adhering to legislative and compliance obligations including FSRA requirements• Authority levels were $5 Million Building sum insured, $20 Million Public Liability, $500K Theft, $1 Million Business Interruption.Key AchievementsSuccessfully built book of business by 10% within a 6-month period

Responsibilities• Portfolio Management• Reviewing broker statistics and preparing reviews• Following all FSRA requirements, and kept on top of legislation • Ensured customer satisfaction with individualised customer service and response support• Contacting legal representatives to seek advice • Summarising legal advice clearly and concisely in correspondence to clientsKey AchievementsExpanded book of business by… Show more Responsibilities• Portfolio Management• Reviewing broker statistics and preparing reviews• Following all FSRA requirements, and kept on top of legislation • Ensured customer satisfaction with individualised customer service and response support• Contacting legal representatives to seek advice • Summarising legal advice clearly and concisely in correspondence to clientsKey AchievementsExpanded book of business by $2.5m to $7m GWPBuilt Tas book of business by 50% on GWP using my networked broker contacts Show less

Process renewalsReview broker statisticsReview policiesQuotations on new policiesDevelopmentPreparing reviewsFSRA requirementsReportsProcessingProcess claimscustomer service / response supportprocessing claimspreparing claim reportsappointing assessesmeeting with legal representatives seeking advicesummarizing legal advice in correspondence to clientsmaking recommendations to claims regarding claims and policy termsraising… Show more Process renewalsReview broker statisticsReview policiesQuotations on new policiesDevelopmentPreparing reviewsFSRA requirementsReportsProcessingProcess claimscustomer service / response supportprocessing claimspreparing claim reportsappointing assessesmeeting with legal representatives seeking advicesummarizing legal advice in correspondence to clientsmaking recommendations to claims regarding claims and policy termsraising cheques to pay out claims Show less

Vce

English Further Mathematics Business Mathematics Legal Studies Politics Accounting 1 & 2 Drama Religious Education Theatre Studies

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