Darren Strauss

• Management of Product collateral: Manage product collateral and our content management system - this includes writing, designing and coordinating the delivery of material
• Coordinate content reviews and updates liaising with stakeholders (including legal, compliance, business strategy and operations, product, investments, marketing, design, account management and the administration team) to ensure product communications are updated to meet any new product or legislative requirements
• Manage the due diligence process and proofread the collateral
• Execute communication projects as directed within set timeframes - driving deliverables from key stakeholders within Russell
• Complaints & Claims Delegate: Act as a delegate on complaints, working with the Master Trust's Complaints Manager to focus on areas to improve our communication materials and improve the member experience
• Assist the Insurance Manager to review insurance claim submissions and assist with the insurance reporting and management of insurers
• Superannuation Product: The role contributions to a number of product areas, including developing knowledge to be a subject matter expert of products, product development, assess efficiency improvements, delivery of new business initiatives, vendor management and project management
• Data Analytics: Undertake data analytics and reporting initiatives, contributing to the establishment of data analytics processes, quality criteria, and performance metrics
• Development and delivery of new data tools
• Other: Perform analysis of financial information to review and deliver the necessary analysis and reporting
• Assist the Director, Business Strategy & Operations and Director, Head of Product Development with projects with oversight and delivery of work
• Implemented a number of process improvements such as the implementation of fortnightly payments, simplification of the application form

• Be the contact point for GoalTracker and its related products
• Provide telephone support for GoalTracker members assisting them in setting goals and provide assistance with tools
• Provide feedback and insights to help improve the user experience and identify any process improvements
• Targeted campaigns to drive engagements with members setting a goal and to grow and retain membership of GoalTracker Plus
• Provided training and assistance to Member Solutions Team and the Contact Centre on GoalTracker
• Compose call scripts for GoalTracker campaigns
• Liaising with internal stakeholders
• Created a GoalTracker user guide for the team

• Welcoming new members to their fund, helping them understand their arrangements (nominating beneficiaries, consolidating, getting started online)
• Educating members on superannuation/pensions and letting them know of their options
• Made
• Notifying members of their concessional contribution cap breaches
• Contacting members at job change, advice campaigns targeting pre-retirement and consolidation
• Follow up calls to assist members with their enquiries in relation to their superannuation fund or pension product
• Updating member records and actioning requests such as referrals and advice, investment switches, helping with administration tasks and sending information to members
• Offering advice services with a view of increasing their engagement and retention
• Promoting the benefits of the company's products and services to help with retention and acquire new business
• Providing general advice predominately by telephone and through face to face meetings with members
• Had the highest number of advice referrals within the team
• Developed and maintained long-term relationships with clients, fostering strong service bonds and which resulted in their spouses joining..

• Converting warm and cold leads into sales for customers predominately looking to finance a motor vehicle
• Profiling customers and matching the best finance product to their needs
• Maximize sales by upselling additional insurance products
• Making on average 50 outbound phone calls to a varied client base each day
• Excellent verbal and written communication skills and the ability to gain a rapport with customers quickly and an ongoing basis
• Liaise with car dealerships, finance companies, employers
• Ensure risk is minimized by adhering to compliance procedures

nsure high levels of service were maintained for stockbrokers in the day-to-day management of their client's portfolios

• Strong goal focus with aggressive KPI's in order to achieve organic growth within portfolio and retention of existing customers
• Managed a book of 500 clients with a loan size in excess of $75m
• Applying risk management processes by managing margin calls, corporate actions, market and credit risk, credit limit alerts and buffers with stockbrokers and clients
• Effectively develop business relationships with key internal support areas and Business Development Managers
• Manage and maintain dedicated portfolio to achieve client satisfaction
• In depth knowledge of gearing strategies (margin loans and structured products)
• Thorough understanding of Equities, Managed Funds, Short Selling, Options and Warrants
• Negotiation of interest rates
• Address client complaints and respond in a timely and efficient manner
• Meeting with clients and advisers and conducting presentations on products and strategies
• Manage all facets of the settlement process- failed, rejected and unauthorized trades

• Managed a portfolio of margin loans

-Creation of new loans, processing of additional investments, switches

Managed a portfolio of third party claims from inception to finalisation of the claim.

-Created a library of case studies and legislation for staff members to use as a reference guide to assist with negotiation of settlement of the claims

• Managed a portfolio of third party claims from inception to finalisation of the claim.
• Established up a medical panel for staff members

• Managed a portfolio of third party litigated claims from inception to finalisation of the claim.
• Briefed and instructed solicitors to represent the company when settlement could not be reached.