Summary
Overview
Work History
Education
Skills
Timeline
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Heather Campbell

Surry Hills,NSW

Summary

Experienced professional with a proven track record in the Insurance industry, seeking to leverage acquired abilities in a fresh context. Possessing a determined mindset, effective communication, and unwavering dedication. Driven by strong motivation and a profound eagerness to achieve goals. Exemplary work ethic, remarkable adaptability, and exceptional interpersonal skills.

Overview

8
8
years of professional experience

Work History

Account Executive (Insurance Broker)

Coverforce Insurance Broking
02.2023 - Current
  • Build and strengthen relationships on new and existing accounts to drive revenue.
  • Qualify leads & execute sales strategies to increase new business.
  • Resolve issues promptly to drive satisfaction and enhance customer service.
  • Serviced accounts and proposed new products and services to maximize revenue.
  • Leveraged knowledge of insurance products and services to advise customers on appropriate choices.
  • Advocate & maintain progress of all outstanding insurance claims.

Underwriter (market Facing)

Accident & Health International
06.2021 - 11.2022
  • Made approval and denial recommendations by determining accurate risk levels.
  • Met with agents and brokers to negotiate coverage, price, and service delivery.
  • Attend functions & networking events to expose the company to the market, driving sales and market position
  • Negotiated terms and conditions of coverage with brokers to acquire maximum profitability.
  • Managed time efficiently in order to complete all tasks within deadlines. (Renewals, new business quotes)


Account Manager

Centrestone Jewellery Insurance
10.2020 - 06.2021
  • Managed Jeweler accounts through store visits, building relationships face to face with jewelers, over the phone & via email
  • Provided phone based customer service regarding client jewellery insurance needs, obtaining new business, providing quotes & proactively following up sales opportunities
  • Built a new business pipeline of Jewelers which required cold calling & entering stores to introduce the brand and services we provide in order to attract new customers
  • Analyse and refer larger risks to head underwriter in NYC with pricing recommendations and risk profile

Corporate Account Executive

Gallagher
04.2019 - 10.2020
  • Develop appropriate insurance programs for large corporate clients by linking them to appropriate carriers, manage their day-to-day servicing requirements and undertake annual renewals across multiple classes of insurance.
  • Promoted client retention through high-quality service and follow through.
  • Used strong interpersonal skills to establish productive working relationships with underwriters, claims consultants and clients.
  • Collaborated with current and potential small businesses extensively to understand needs before proposing specific solutions.

Assistant Account Executive

Collective Insurance Brokers
04.2018 - 04.2019
  • Assisting senior account managers on all stages of the strata insurance cycle including new business opportunities, renewals and endorsements
  • Effectively communicate with customers to determine their insurance requirements and discuss their upcoming insurance renewal cycle
  • Utilise problem-solving and negotiation skills with insurers to develop bespoke solutions that cater for the customer’s unique insurance requirements

Complex Claims Officer

Suncorp
02.2017 - 04.2018
  • Managed a portfolio of 200+ government negligence and tortious claims, requiring effective planning and time management skills to meet strict deadlines.
  • Exhibited a high level of written and verbal skills when communicating directly with solicitors and clients and clearly providing instructions on complex matters where required.
  • Attend mediation and informal settlement conferences to finalise matters where possible utilising a delegated authority of up to $250,000 per claim.
  • Provided advice to customers regarding claims, rights and insurance processes to prevent disputes.

Workers Compensation Associate

Suncorp
03.2015 - 04.2017
  • Customer centric phone based role that required the ability to manage a wide array of customer requests including new business opportunities, policy queries, dispute resolution and debt management.
  • Negotiated debt recovery settlements using robust communication and dispute resolution skills
  • Employed effective selling techniques by promoting product benefits and influencing decision-makers.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Education

Tier 1 Insurance Broking Compliance -

ANZIIF
Sydney, NSW
04.2018

Skills

  • Consultative Selling Techniques
  • Client Relationship-Building
  • Strong Presentation Skills
  • Business Service Management
  • Negotiation and Persuasion

Timeline

Account Executive (Insurance Broker)

Coverforce Insurance Broking
02.2023 - Current

Underwriter (market Facing)

Accident & Health International
06.2021 - 11.2022

Account Manager

Centrestone Jewellery Insurance
10.2020 - 06.2021

Corporate Account Executive

Gallagher
04.2019 - 10.2020

Assistant Account Executive

Collective Insurance Brokers
04.2018 - 04.2019

Complex Claims Officer

Suncorp
02.2017 - 04.2018

Workers Compensation Associate

Suncorp
03.2015 - 04.2017

Tier 1 Insurance Broking Compliance -

ANZIIF
Heather Campbell