Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Craig Burgess

Melbourne,VIC

Summary

Proven people leader with over 10 years’ experience driving performance and service delivery across banking, energy, and insurance sectors. Adept at leading large teams and delivering operational results in high-pressure, highly-regulated environments.

Skilled in building engaged, high-performing teams through targeted coaching, data-driven decision-making, and hands-on leadership.

Known for lifting team culture, streamlining processes, and influencing cross-functional improvements that enhance service delivery and customer experience.

Confident, adaptable, and execution-focused, I bring a commercial mindset, strong operational oversight, and the ability to lead through ambiguity and change.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Branch Manager / Regional Customer Advisor

National Australia Bank (NAB)
08.2024 - Current
  • Managed day-to-day branch operations in the absence of permanent branch managers, ensuring business continuity and regulatory compliance.
  • Provided leadership and coaching to staff, maintaining service standards and operational efficiency across multiple branches.
  • Led regional efforts to analyse and improve Net Promoter Score (NPS), achieving measurable gains in customer satisfaction.
  • Designed and facilitated weekly staff training sessions to develop core banking skills, strengthen team performance, and encourage cross-functional collaboration.
  • Promoted a culture of continuous improvement through staff development, performance feedback, and knowledge sharing across branches.

Sales Retention Manager

Smart Energy
04.2024 - 08.2024
  • Reduced customer cancellation rates by leading the development and implementation of a structured after-sales care strategy.
  • Designed and managed the end-to-end customer sales journey with a focus on retention and customer satisfaction.
  • Analysed customer feedback to identify trends and drive continuous improvement in service delivery.
  • Recommended and implemented strategic changes to address key customer pain points.
  • Led and supported a team of customer service agents to ensure consistent, high-quality client engagement.
  • Drove process improvement initiatives that enhanced service efficiency and increased customer loyalty.
  • One of Australia's largest solar providers

Billing Team Leader

Genesis Energy
10.2023 - 04.2024

Genesis is one of the largest energy providers in New Zealand.


  • Led a team of 14 billing specialists, delivering ongoing training and performance support to ensure operational effectiveness.
  • Oversaw end-to-end billing processes across multiple brands and products, maintaining accuracy and timeliness.
  • Collaborated with internal departments and external stakeholders to resolve complex billing issues and negotiate account terms.
  • Supervised and implemented process improvements, enhancing team productivity and customer satisfaction.
  • Ensured compliance with internal policies, procedures, and regulatory standards across all billing operations.

Senior Team Leader - Sales

Tower Insurance
05.2023 - 11.2023

Tower Insurance is one of the largest insurance providers in New Zealand and the Pacific Islands.


  • Provided leadership and operational support to sales teams, working closely with Team Leaders to drive performance and service quality.
  • Analysed sales call data to identify trends, generate actionable insights, and report key findings to stakeholders.
  • Recommended and implemented improvements based on sales analytics in collaboration with Team Leaders.
  • Partnered with the customer planning team to align lead prioritisation with operational targets and sales strategies.
  • Established and monitored clear performance and development goals, coaching Team Leaders to inspire and guide their teams to success.
  • Championed a culture of accountability, continuous improvement, and high-performance sales delivery.

Team Leader - Sales & Retention

Tower Insurance
01.2016 - 11.2023

Tower Insurance is one of the largest insurance providers in New Zealand and the Pacific Islands.


  • Led a team of 10–15 Sales & Retention Specialists, coaching for performance improvement, career development, and enhanced customer outcomes.
  • Directed centre-wide sales and retention campaigns, driving increased conversion rates, staff engagement, and improved customer satisfaction.
  • Collaborated cross-functionally with Human Resources, Customer Planning, IT, and Digital teams to deliver strategic projects enhancing both customer experience and employee engagement.
  • Strengthened team alignment by embedding organisational strategy and values into daily operations and individual roles.
  • Facilitated targeted upskilling sessions to improve consultant capabilities and support progression through change.
  • Conducted performance management through regular one-on-one coaching sessions, focusing on target achievement and behavioural development.
  • Interpreted and communicated sales performance data to celebrate wins and prioritise coaching efforts.
  • Resolved complex customer complaints, achieving mutually beneficial outcomes for the business and customers.
  • Analysed customer sentiment (positive and negative) to identify trends and recommend service improvements.
  • Monitored and managed inbound call and digital queues in real time to maintain service levels.
  • Led recruitment processes including interviews and assessment centres for new consultant hires.

Education

Diploma of Human Resource Management -

TAFE NSW
NSW

Bachelor of Arts (B.A.) - Government, Geography

University of Tasmania
01.2005

Tasmanian certificate of education -

Guilford Young College
01.2004

Skills

  • Customer Retention Strategy & Execution
  • High-Performance Team Leadership
  • Staff Coaching & Capability Uplift
  • Complex Complaint Resolution & Risk Mitigation
  • Cross-Functional Stakeholder Engagement
  • Operational Process Improvement
  • Sales Enablement & Contact Centre Management
  • Data-Driven Decision Making & Insights Reporting
  • Customer Experience (CX) Optimisation
  • Recruitment, Training & Workforce Planning
  • Microsoft Office, SAP, SalesForce, Qualtrics XM, PowerBI

Certification

  • Tier 2 Compliance Solution — RG146 Accreditation
  • Branch Manager Home Loan Course
  • Retail Leadership Pathways (Leadership)
  • Excel Essential Training (Microsoft 365)
  • Operations Management Foundations

Timeline

Branch Manager / Regional Customer Advisor

National Australia Bank (NAB)
08.2024 - Current

Sales Retention Manager

Smart Energy
04.2024 - 08.2024

Billing Team Leader

Genesis Energy
10.2023 - 04.2024

Senior Team Leader - Sales

Tower Insurance
05.2023 - 11.2023

Team Leader - Sales & Retention

Tower Insurance
01.2016 - 11.2023

Diploma of Human Resource Management -

TAFE NSW

Bachelor of Arts (B.A.) - Government, Geography

University of Tasmania

Tasmanian certificate of education -

Guilford Young College
Craig Burgess