Motivated Insurance Broker skilled in client relationship management, business development, and risk assessment. Committed to delivering exceptional service and ensuring client satisfaction through tailored insurance solutions.
Overview
27
27
years of professional experience
Work History
Insurance Broker
BMS Risk Solutions Pty Ltd
Mermaid Beach, Gold Coast, Queensland
08.2023 - 11.2025
Evaluated client insurance needs and recommended appropriate coverage options.
Served as a point of contact for customers throughout the life cycle of their policies.
Researched coverage and premium options and supplied clients with best coverage available for individual needs.
Analyzed policy terms and conditions to ensure compliance with regulations.
Prepared detailed reports on market trends and insurance products for clients.
Researched industry developments to enhance knowledge of insurance solutions for my clients.
Coordinated renewals and endorsements for existing client policies efficiently.
Interviewed prospective clients to learn about financial needs and discuss existing coverage.
Promoted client retention through high-quality service and follow through.
Built relationships with external parties, such as underwriters and industry specialists.
Insurance Broker
SRG Group Pty Ltd
Robina, Gold Coast, Queensland
10.2021 - 08.2023
Evaluated client insurance needs and recommended appropriate coverage options.
Developed and maintained strong relationships with clients and insurance underwriters.
business development.
Served as a broker manager contact for customers throughout the life cycle of their policies.
Maintained up-to-date knowledge of industry trends and regulations.
Identified opportunities for cross-selling additional products or services.
Insurance Broker
Master Builders Queensland
Ashmore, Gold Coast, Queensland
06.2006 - 09.2021
Specialist Construction Insurance Broker working with builders and tradesman on their insurance solutions.
Developed and maintained strong relationships with clients and insurance carriers.
Coordinated renewals and endorsements for existing client policies efficiently.
Served as a point of contact for customers throughout the life cycle of their policies.
Promoted client retention through high-quality service and follow through.
Maintained up-to-date knowledge of industry trends and regulations.
Evaluated client insurance needs and recommended appropriate coverage options.
Insurance Broker
Joe Vella Insurance Brokers
Cairns, Queensland
09.2003 - 04.2006
Developed and maintained strong relationships with clients and insurance underwriters.
Coordinated renewals and endorsements for existing client policies efficiently.
Served as a point of contact for customers throughout the life cycle of their policies.
Team Manager
NRMA Insurance
Brisbane, Queensland
01.1999 - 08.2003
Team Manager, NRMA call centre
Lead team in delivering exceptional customer sales, service and support.
Managed daily operations to ensure efficient workflow.
Resolved customer complaints promptly, ensuring satisfaction and retention.
Motivated team members to consistently achieve or exceed performance expectations.
Education
Compliance Requirements And Personal Growth
Steadfast Group
11-2025
Tier 2 General Insurance Compliance
ANZIIF
Australia
08-2003
Diploma of Management
Australian Institute of Management
Sydney, Australia
01-2000
Skills
Client relationship management
Business development
Risk assessment
Regulatory knowledge
Motivated & Driven
Relationship development skills
Affiliations
Hobbies include sport, running, triathlon & spending time with family and friends