Dani Mackie
Gold Coast,Australia
Summary
Client-focused financial services professional with over 10 years’ experience across insurance, client portfolio management, and executive support roles in New Zealand and Australia.
Skilled in managing high-volume client files, coordinating applications from initial assessment through to completion.
Experience in supporting senior professionals to deliver timely, compliant outcomes.
Recognised for strong organisation, versatile with a proactive approach to client service and retention.
Overview
15
15
years of professional experience
Work History
Personal Lines Insurance Broker
ICIB Brokerweb
Hawke’s Bay, NZ
04.2022 - 11.2025
- Managed a portfolio of 400+ clients, delivering renewals, endorsements, and new business policies
- Advised clients on personal lines insurance options to meet individual needs.
- Supported end-to-end policy applications, from initial assessment to binding and settlement
- Liaised with clients, insurers, funders, and internal teams to ensure timely outcomes
- Trained junior brokers on product offerings and correct processes
- Identified upsell and cross-sell opportunities to grow portfolio value
- Conducted comprehensive policy reviews to ensure compliance with industry regulations.
- Assisted clients through the claims process, ensuring timely resolution and fair settlements.
Executive Assistant to Deputy Chief Executive
Eastern Institute of Technology
Hawke’s Bay, NZ
10.2015 - 04.2022
- Managed executive calendars, scheduled meetings and appointments and coordinated travel arrangements
- Assisted with compliance, governance, and operational processes
- Managed confidential documentation and stakeholder communications
- Served as a liaison between departments to facilitate effective communication throughout the institute
- Screened calls and emails and responded accordingly to support executives
- Enhanced efficiency of meeting outcomes by preparing detailed minutes and action items.
Receptionist /Virtual Executive Assistant
Regus Group
Perth, WA
04.2011 - 07.2012
- Managed front-desk operations, focusing on seamless visitor experience and efficient appointment scheduling.
- Coordinated communication between clients and staff, enhancing service delivery and response times.
- Maintained accurate records of incoming and outgoing correspondence
- Managed a busy switchboard to ensure remote clients were effectively communicated with and messages actioned
Education
New Zealand Compliance For Advisors Level 5 - General Insurance Broking
ANZIFF
10-2023
New Zealand Diploma - Applied Business
Eastern Institute of Technology
01.2019
Certificate - Advanced Travel, Tourism & Business
Sir George Seymour (SGS)
01.2008
Skills
- - Loan and application file management
- - Client liaison and stakeholder coordination
- - End-to-end application processing
- - Compliance and documentation accuracy
- - Diary management and appointment booking
- - Problem-solving and autonomous work
- - CRM and financial systems (e-Global, Ferret)
- - Time management in deadline-driven environment
Additional Information
- New Zealand Citizen
- Eligible to work in Australia
- References available on request
Timeline
Personal Lines Insurance Broker
ICIB Brokerweb
04.2022 - 11.2025
Executive Assistant to Deputy Chief Executive
Eastern Institute of Technology
10.2015 - 04.2022
Receptionist /Virtual Executive Assistant
Regus Group
04.2011 - 07.2012
New Zealand Compliance For Advisors Level 5 - General Insurance Broking
ANZIFF
New Zealand Diploma - Applied Business
Eastern Institute of Technology
Certificate - Advanced Travel, Tourism & Business
Sir George Seymour (SGS)