Zoe Charters Email & Phone Number

Melbourne, Victoria, Australia

Australia

Develop and deliver NIBA-accredited training for business package, home, landlord and motor productsProject manage product launches to over 30 branches, deploying resources from marketing, risk and compliance, learning and development, insurer systems and broker systemsTechnical lead in developing and negotiating bespoke exclusive wordings Manage schemes and facilities on behalf of broking staff across the entire Gallagher Australia networkDevelop and implement robust product development cycle to ensure all products are maintained on regular and consistent basisInfluence and lead across multiple functions, workgroups and management levels to ensure successful outcomesLead learning and development of staff through mentorship, workshops and seminars

Various

Contracted for various insurance roles, with accountabilities including development of marketing campaigns, reviewing and marketing new clients’ coverage and solutions, developing account strategies, and reviewing policy wordings and documentation for accuracy and completeness

Proactively develop effective multi-level and multi-activity relationships with key Insurance Account Managers and Insurance Service Officers across the business Expand the number of products and services bought by each customer (CPI) by proactively generating leads in other activities.Promote and develop business growth and the company profile by proactively identifying opportunities, promoting specialty risk services and products across the Landmark network.Provide market intelligence on industry trends, marketing trends, competitor activities and strategies.

Working with the Chief Sales Officer and supporting the Associate Account Manager to manage a book of business by reviewing client’s exposure and loss history, and proposing appropriate coverage and solutions, with focus on maximising retention and ensuring coverage adequacy.In 2010 served as mentor to 2 junior producers new to the industry in the Business team, while collaboratively developing strategies for generating new business including developing policies and programs for niche business.

I was employed for 4 years with Freeman McMurrick, during the second year I was promoted to Account Executive in the Wholesale division of Freeman McMurrick. The wholesale area specialises in property and casualty insurance for licensed clubs throughout Australia, either through various facilities under a binder agreement with Lloyds of London or by marketing to insurers. Business is either serviced direct with clients or wholesaled to brokers Australia wide. My individual portfolio budget was in excess of A$1 million dollars in revenue, servicing 54 brokers, which included our largest supporter AON Corporation (who have since acquired Freeman McMurrick Pty Ltd)