Aloise Robinson
Waterloo,NSW
Summary
I have seven years experience in the financial lines insurance industry working in D&O, Cyber, Professional Indemnity and Crime insurance programmes. I have managed numerous complex financial lines renewals and new business placements for globally listed companies, in a number of industries. I spent a significant amount of time on secondment in London where I grew valuable relationships with the London Lloyds financial lines insurance carriers and my London colleagues. I was previously a member of the Insurance Institute of Dublin’s council, assisting in education, networking and events for the institutes members. I completed a three year long insurance apprenticeship in 2020 where I gained a level 8 honours degree in insurance and business and completed my APA and CIP insurance qualifications.
Overview
6
6
years of professional experience
Work History
Senior Financial Lines Insurance Broker
Aon
10.2020 - 12.2023
- Worked with large globally listed companies to place their complex financial lines insurance programmes including D&O, Cyber, Professional Indemnity, Crime, EPL and PTL.
- Generated new business opportunities through networking, referrals and cross selling.
- Led and managed a significant D&O portfolio for a global investment firm’s European port companies.
- Spent extensive time in the London financial lines market on secondment to develop invaluable relationships with the Lloyds underwriters.
- Attended numerous client meetings both in person and virtual for new business and existing clients in order to develop and maintain strong relationships and thoroughly understand their insurance needs, concerns and priorities.
- Achieved sales targets and contributed to the overall growth and success of the brokerage firm.
- Managed training and knowledge development seminars for new employees.
- Developed and maintained strong relationships with both clients and insurance carriers in order to deliver the best service possible.
- Advised clients on risk management strategies and recommended appropriate insurance products to mitigate financial risks.
- Collaborated with colleagues and other departments to coordinate client services and optimize business operations.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Analysed insurance policies to provide tailored solutions for clients, ensuring comprehensive coverage while minimising costs.
Financial Lines Insurance Broker
NFP Insurance And Benefits
07.2017 - 10.2020
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Calculated quotes and educated potential clients on insurance options.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
Education
Level 8 Honours Degree - Insurance And Business
Institute of Technology Sligo
Sligo, Ireland 06.2020
Certified Insurance Practitioner (CIP) - Insurance
Insurance Institute of Ireland
Dublin, Ireland 06.2019
Certified In Insurance Product Advice (APA) - Insurance
Insurance Institute of Ireland
Dublin, Ireland06.2018
Skills
- Networking capabilities
- Negotiation skills
- Technical financial lines insurance knowledge
- Communication skills
- Sales Presentations
- Proactive team player
Timeline
Senior Financial Lines Insurance Broker
Aon
10.2020 - 12.2023
Financial Lines Insurance Broker
NFP Insurance And Benefits
07.2017 - 10.2020
Level 8 Honours Degree - Insurance And Business
Institute of Technology Sligo
Certified Insurance Practitioner (CIP) - Insurance
Insurance Institute of Ireland
Certified In Insurance Product Advice (APA) - Insurance
Insurance Institute of Ireland
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