Thomas Rogers Email & Phone Number

As an Insurance Consultant, I am responsible for providing comprehensive and tailored advice to professionals; understanding the risks associated with their individual situation in order to ensure they are in the best position to achieve their financial goals.Key Responsibilities• Provide professional service and risk advice to high net worth client base• Investigate and develop effective strategies according to client needs• Present client cases to underwriters and… Show more As an Insurance Consultant, I am responsible for providing comprehensive and tailored advice to professionals; understanding the risks associated with their individual situation in order to ensure they are in the best position to achieve their financial goals.Key Responsibilities• Provide professional service and risk advice to high net worth client base• Investigate and develop effective strategies according to client needs• Present client cases to underwriters and negotiate best terms for insurance• Claim management• Formulate and present business proposals and presentations • Review and monitor client relationships • Manage and maintain a high level of confidentiality with client information • Meet assigned budget/targets • Explore opportunities for new business within client base • Develop and maintain strong client relationships • Collaborate across DPM to build cross-business referrals • Perform my role in line with business values (Passion, Integrity, Recognition, Accountability, Teamwork, Expertise)• Explore new opportunities and develop strategy to attract new clients Show less

Melbourne, Australia

Provide support to BDM's and their panel of advisers. This ranges from initial client applications, ongoing servicing of accounts and handling complaints in both the risk and wealth products offered by AMP. The roles also involves the creation of new sales through the growth and management of existing and new relationships with both aligned and non aligned financial advisers.

The North Service Centre is responsible for servicing advisers and clients on the North Platform. The North Consultant role combines administration and call centre responsibilities to deliver a superior level of service that consistently meets and often exceeds the expectations of AMP's advisers and clients.