ALISA MARTINS
Sydney,Australia
Summary
Motivated insurance professional with experience in underwriting, operations, analytics, and leadership. I have a proven track record of executing on strategies and successfully leading projects throughout my career. I recognise the crucial role of people in driving business success, I am an adaptable leader dedicated to the growth, success, and wellbeing of teams.
Overview
23
23
years of professional experience
Work History
COO UNDERWRITING OPERATIONS
PEN UNDERWRITING
12.2021 - Current
- Leadership of underwriting teams, overseeing underwriting operations and underwriter productivity, building a high performance trading culture. Achieved double digit growth year on year.
- Responsible for the employee experience incorporating talent acquisition, on-boarding, professional development, performance management, and retention of staff. Achieved employee engagement score of 93.
- Promoted service levels in the teams, achieving NPS scores > 70
- Set and delivered organisational vision & strategy in collaboration with CEO and CFO
- Built and maintained strong relationships with key partners, customers and stakeholders
- Identified, prioritised and led business change to optimize resources and improve underwriting efficiency and quality
- Chair of Binder Governance committee and Member of the Risk & Compliance Committee
- Deep understanding of all relevant regulation and Company Policies
- Promoted underwriting excellence from both a technical and compliance perspective through our internal peer review program
UNDERWRITING ANALYTICS MANAGER
PEN UNDERWRITING
06.2017 - 12.2021
- Management of small team responsible for insurance portfolio reporting across Property, Liability, Motor, Construction and Professional Risks portfolios
- Portfolio Management - worked with technical underwriting managers and external actuaries to identify & monitor indicators of portfolio performance and introduce remediation or pricing changes where necessary
- Delegated Authority Management - ensured sustainability of binders by maintaining strong relationships with security providers; and providing regular, quality portfolio insights
- Introduced and chaired the Binder Governance committee, responsible for proactive management and governance of binders and security relationships
- Secured a new security partner for Construction Insurance supported by developing a strong business plan and portfolio analysis
- Data Management - led a project to implement a data warehouse to ensure ease of access to underwriting data
UNDERWRITING ANALYST
PEN UNDERWRITING
10.2010 - 06.2017
- Responsible for Portfolio analytics & MI reporting to support sustainability and renewal of binders
- Monitored key indicators and portfolio optimization action across portfolios
- Worked with external actuaries to develop a business plan for our Liability portfolio
- Undertook a project to collect historical Profit commissions, collecting over $1m AUD from Lloyd's syndicates over a ten year period
KEY ACCOUNT ANALYST
ALLIANZ AUSTRALIA
02.2009 - 10.2010
- Key point of contact for Allianz's largest distribution client of Personal lines products
- Successful delivery of projects and initiatives within agreed timeframes and budget by producing clear business requirements, managing issues and risks, and implementation and post Implementation support & monitoring
- Monthly reporting for Key Accounts and Growth markets clients incorporating financials, service level monitoring, and audit results
BUSINESS ANALYST CASUALTY
QBE
11.2006 - 12.2008
- Production of portfolio data for actuaries for annual business planning and reinsurance programs
- Developed and maintained business solutions to meet specific needs of the Casualty department:
- Built a delegated authority monitoring database which tracked premium income and performance of coverholders
- Developed a tool to track and report on premium and income, specifically to meet a business need to track Lloyd's syndicate business vs company business
CREDIT CONTROLLER
QBE
06.2005 - 11.2006
- Contract to work on a project to outsource credit control functions
- Large reconciliation of multi-currency client accounts
ADMINISTRATION MANAGER
INTERPACIFIC UNDERWRITING AGENCY
03.2002 - 06.2005
- Management of 7 administration staff responsible for policy processing, invoicing & credit control
- Monthly Bordereaux reporting and settlements to insurers in London and Australia
- Statutory accounting and reporting to authorities on Stamp Duty, Fire Levies & Non residents tax
Education
Certified Manager Program -
CEO Institute
01-2024
Tier 2 General Insurance Compliance -
ANZIIF
01-2023
General Insurance Code of Conduct -
ANZIIF
01-2022
Advanced Microsoft Access -
New Horizons Learning
01-2004
Cert IV General Insurance -
ANZIIF
01-2003
Diploma of Accounting -
TAFE
01-2002
Higher School Certificate -
Jannali High School
01-1998
Skills
- Commercial Insurance
- Leading teams
- Delegated authority management
- P&L Management
- Budgeting and forecasting
- Insurance Portfolio Management
- Strategy execution
- Change management
- Negotiation
- Strong problem solving
- Data & Analytics
Timeline
COO UNDERWRITING OPERATIONS
PEN UNDERWRITING
12.2021 - Current
UNDERWRITING ANALYTICS MANAGER
PEN UNDERWRITING
06.2017 - 12.2021
UNDERWRITING ANALYST
PEN UNDERWRITING
10.2010 - 06.2017
KEY ACCOUNT ANALYST
ALLIANZ AUSTRALIA
02.2009 - 10.2010
BUSINESS ANALYST CASUALTY
QBE
11.2006 - 12.2008
CREDIT CONTROLLER
QBE
06.2005 - 11.2006
ADMINISTRATION MANAGER
INTERPACIFIC UNDERWRITING AGENCY
03.2002 - 06.2005
Certified Manager Program -
CEO Institute
Tier 2 General Insurance Compliance -
ANZIIF
General Insurance Code of Conduct -
ANZIIF
Advanced Microsoft Access -
New Horizons Learning
Cert IV General Insurance -
ANZIIF
Diploma of Accounting -
TAFE
Higher School Certificate -
Jannali High School
Similar Profiles
Marco SulserMarco Sulser
Senior Construction Underwriter / Consultant at Hutch UnderwritingSenior Construction Underwriter / Consultant at Hutch Underwriting
Dea ShettyDea Shetty
Assistant Underwriter at 360 Underwriting SolutionsAssistant Underwriter at 360 Underwriting Solutions
Mario Emanuel Rochell OlanoMario Emanuel Rochell Olano
Reinsurance Underwriter and Producer for Financial Lines at Lions Gate Underwriting Latin AmericaReinsurance Underwriter and Producer for Financial Lines at Lions Gate Underwriting Latin America
Luke BilobrkLuke Bilobrk
Client Advisor at PradaClient Advisor at Prada
Ralph FontanosRalph Fontanos
Kitchen Hand at Craigcare GroupKitchen Hand at Craigcare Group