Elise Fleischman
Melbourne,Australia
Summary
A highly organised, self-motivated, energetic leader with an eye for detail and a strong emphasis on building diverse working relationships. With experience across projects and events management, as well as extensive knowledge within the insurance industry across underwriting, claims, business and people management, makes me a valuable asset to your company.
Overview
16
16
years of professional experience
Work History
Underwriting Proposition Specialist
Allianz
05.2024 - Current
- Facilitated workshops with stakeholders, lines of business and system matter experts to delivery project requirements.
- Worked collaboratively across departments including Multinational, Mid-corp, Large corp and Platforms.
- Management of Commercial lines Sharepoint sites including creation of sites, update of materials and training support.
- Management of Commercial Intranet pages including uploading of procedure guides, materials and updating page layouts.
- Point of contact for Commercial lines of business relating to procedure guide updates and creation of policy procedure guides.
- Collaborated with team members to reduce single point dependencies, shared knowledge and contributed to a team enviroment
Senior Claims Analyst
Allianz
11.2022 - 05.2024
- Strong ability to analyse data and extrapolate results with a holistic view across the business and departments
- Strong ability to build relationships across departments and with external parties, focusing on a view of best customer practice
- Managing special projects across the Claims department including but not limited to frameworks or operating models, restructuring, or business reviews, including the recent payments platform, WOW and ACMS template reviews
- Completion of CBO and T&O tasks inboxes including, data review, update of guides, back of house platforms and monthly reviews of procedures
- Assisting Manager of Claims Internal Controls in relation to compliance related issues across claims and line 1-2, including presenting to leadership teams, creating presentations and materials for cascade across departments
Business Manager
Allianz
08.2019 - 11.2022
- Managed the Group Managers' inbox and diaries, organisation and facilitated meetings, reviewed documents, and prepared notes for GM
- Strong executive presence and confidence in dealing with senior leaders across the organisation, having a horizontal view of the business and leaders to work collectively towards strategic goals
- Managed special projects across department, including but not limited to, frameworks or operating models, restructuring, or business reviews
- Had a forward view of major deliverables of the GM and ensured that the requirements for these deliverables were managed in a timely fashion and to an exacting standard
- Arranged payment for invoices &, Expense, ensuring records were kept in accordance with budget, ensuring correct GL codes were used and budgets aligned to correct reporting
- Exhibited strong initiative and problem-solving abilities combined with solid business acumen.
- Prepared/coordinated key reports and presentations to the leadership team.
Business Improvement Manager
Allianz
03.2019 - 04.2022
- Identify business improvement opportunities and solutions across Operations through Stakeholder engagement with SME's, business partners and cross divisions
- Lead and drive to deliver improvements in efficiency and effectiveness within the business
- Determine cost/benefit analysis and calculate FTE saving requirements and business expenditure
- Facilitate testing, effective production of test scripts, UAT & PIV conducted on all system changes, includes BAU/ and implement solution
Underwriting Manager
Allianz
04.2017 - 03.2019
- Underwriting relationship manager with both internal and external customer sales and underwriting dispute queries
- Leadership of 22 direct reports consisting of Underwriters and Support Underwriting staff
- Identify Underwriting and Business Improvement opportunities within the business
- Worked in conjunction with Business Partners to design campaigns, offers and improved customer services
- Completion of weekly and monthly board reports, GOS, SLA's, Kpi's and expense management
Retail Distribution Manager
Allianz
06.2016 - 04.2017
- National Underwriting relationship manager and point of contact for our Financial Institutions and Dealerships relating to customer sales & underwriting dispute queries
- Leadership of 40 direct reports including 2 Team Managers
- Spearheaded the intensive Pilot of the new RTS Return to Sender model I designed to capitalize on customer retention, reduce expenditure and improve data integrity
- Worked in conjunction with Business Partners to design campaigns, offers and enhanced customer experiences
- Worked in conjunction with Business Partners to design campaigns, offers and enhanced customer experiences.
Team Leader Underwriting
Allianz
03.2014 - 06.2016
- Manage a team of Insurance Underwriters varying in knowledge and experience in a fast paced phone environment
- Conducting staff performance reviews, managing KPI's and Teams performance whilst providing development opportunities
- Maintain strong relationship with both internal and external national key stakeholders across multiple business streams
- Worked on various on-boarding projects including the on-boarding of CUA, Westpac and TIO insurance transfers across to Allianz Australia
- Spearheaded an initiative to restructure the current Allianz return to sender process. As a result we increased staff retention by 40% and maximized on missed sales opportunities.
Underwriter
Allianz
03.2012 - 03.2014
- Achieved high performance productivity and quality results, resulting in multiple achievements and awards
- Ongoing Coach and Trainer for the distribution team of 10 staff
- Responsible for training and induction of new team members
- ZIC duties assisting Team Leader and Distribution Manager for escalations and complaints
Life Insurance Consultant
Lifebroker
12.2009 - 01.2012
- Manage existing business to maintain client relationships through continuous customer service
- Maintaining data integrity, customer retention, dishonors and credit management
- Provide support to the Manager and external Services Unit & Operations Manager
- Training of new staff in leadership role
Education
RG146 Diploma - Financial Planning
Melbourne
Geelong, VIC07.2010
Certificate 3 - Events Management
Geelong
12.2009
Advanced Diploma - Health Sciences
Southern School of Natural Therapies
Melbourne, VIC04-2023
Skills
- Complex Problem Solving
- Management
- Flexible and Adaptable
- Decision Making
- Business Process Improvement
- Customer Relationship Management
- Agile Project Management
- Change Management
- Customer Service
- Highly Organized
Timeline
Underwriting Proposition Specialist
Allianz
05.2024 - Current
Senior Claims Analyst
Allianz
11.2022 - 05.2024
Business Manager
Allianz
08.2019 - 11.2022
Business Improvement Manager
Allianz
03.2019 - 04.2022
Underwriting Manager
Allianz
04.2017 - 03.2019
Retail Distribution Manager
Allianz
06.2016 - 04.2017
Team Leader Underwriting
Allianz
03.2014 - 06.2016
Underwriter
Allianz
03.2012 - 03.2014
Life Insurance Consultant
Lifebroker
12.2009 - 01.2012
Certificate 3 - Events Management
Geelong
RG146 Diploma - Financial Planning
Melbourne
Advanced Diploma - Health Sciences
Southern School of Natural Therapies
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