HELEN D’ARCY
Brisbane,QLD
Summary
Highly professional, dynamic, and meticulously organized individual with the ability to effectively articulate corporate and strategic vision to diverse cultural and fragmented audiences. Over 25 years of experience in Account Management, Business Development, Insurance, and Risk Management. Impeccable presentation skills coupled with strong communication and relationship building abilities instrumental in success. Proven track record of delivering high-quality results against targets while working autonomously. Confidence to present to key stakeholders and negotiate the best fit product and service offerings. Skilled in driving results through strategic planning and team collaboration. Expertise in risk assessment, policy development, and client relationship management. Known for adaptability and reliability in dynamic environments. Strong leadership qualities with a focus on achieving organizational goals and fostering a cooperative team atmosphere.
Overview
25
25
years of professional experience
Work History
General Insurance Manager / Practice Manager
QPF Insurance Brokers
06.2024 - Current
- Leading a team (11 direct reports) in the strategic management and growth of a $15m GWP book of business, ensuring compliance with all relevant legislative, regulatory, and policy requirements
- Enhanced internal processes and systems to drive greater transparency and operational efficiency
- Managed the resolution of complex insurance issues, including claims management and dispute resolution
- Drive revenue growth by identifying opportunities and delivering tailored solutions
- Preparation of Monthly Compliance Reporting to Resilium
- Analysis of Sales Data and the preparation of End of Month financial reports for discussion with the Executive team
- Leading and mentoring of the wider team to foster continuous growth and development
- Spearheaded continuous improvement of team operations, ensuring services remain efficient, scalable, and of the highest quality
- Keeping up to date with legislative and regulatory changes to drive continuous improvement in services
- Identifying issues and opportunities and design and implement meaningful improvements
Senior Account Manager & 2IC to the Director (Qld)
Oracle Group Insurance Brokers
05.2023 - 06.2024
- Reporting to the Managing Director (QLD) in the capacity as 2IC and Senior Account Manager, managing a book of business circa $450-$500k Fee & Commission
- Servicing a portfolio of large SME and Corporate/Commercial clients with a focus on retention and growth
- Responsible for a portfolio of specialised risks across ISR/Property, Public & Products Liability, Heavy Fleet, Construction, Marine, Cyber and Financial Lines
- Specialist Senior Broker for Queensland branch in the delivery of best-in-class risk management solutions for top-tier mid-market clients
- Fostering strong stakeholder relationships and enhancing our clients experience
- Mentorship and development of team members within the region
Senior Account Executive – Professional Associations
Arthur J. Gallagher Insurance Brokers
04.2020 - 05.2023
- Servicing a large portfolio of Professional Associations clients – including but not limited to the timely and accurate completion of renewals, quotations and providing excellent support, advice and guidance to clients
- Providing ongoing risk assessments and risk identification
- Coordinate, manage and develop Account Executives, Assistant Account Executives and support staff through quality product training, effective communication and ongoing mentoring
- Ensuring compliance of systems and processes with the Financial Services Report Act and other relevant legislations
- Achievement of Fee & Commission Targets and Stretched Targets
- Maintaining a client retention percentage of 98% (Renewals)
- Receiving consistent favorable Customer feedback (10/10) in line with the Client First principles
- Accepted the role of the 'Real Estate' Professional Indemnity Specialist for the Professional Associations Team of AJG
- Awarded monthly broker awards (top 100 Brokers nationally) by the CEO of Arthur J Gallagher for the months of June, July, August and September 2021
Dealer Account Manager Vic/Tas – Retail Distribution Division
Allianz Australia Insurance Limited
01.2017 - 12.2019
- Maintained volumes of new business and developed opportunities with existing dealership accounts within my Territory (Victoria and Tasmania)
- Provided a high standard of service levels to allocated territory
- Built and maintained professional working relationships with key buying influencers within my dealerships (internal and external)
- Implemented and maintained budgets, incentive programs and a reporting framework to achieve maximum account and Gross Written Premium (GWP) potential
- Provided thorough hands-on Product, POS and Compliance training, in accordance with regulatory requirements
- Successful completion of the Allianz Advantage Course
- Drew on my well-established existing relationships within the Tasmanian Motor Dealer network to secure leads for new business development
- Commended by various key stakeholders for my consistent and professional service levels within the dealer network
- Successfully grew GWP within several regional dealerships within my assigned Territory
Account Manager – Vic/Tas
Swann Insurance (Insurance Australia Group)
01.2014 - 12.2017
- Managed the business relationships for a portfolio of motor vehicle and motorcycle dealers, in the capacity of Territory Account Manager across Victoria and Tasmania, in accordance with the National Sales Strategy
- Visitation of all dealers on a weekly/fortnightly basis, in accordance with an agreed dealership call cycle across Victoria and Tasmania
- Monitored and reported dealer F&I performance (Actual to Budget) for discussion with Dealer Principals and Group Business Managers and F&I Managers
- Regular communication to key stakeholders within the Dealership in respect to Swann activity (F&I), new product offerings and campaigns
- Designed and implemented formal/informal incentive programs in conjunction with Dealer Principals and General Sales Managers
- Consistently awarded both the Monthly and Quarterly Sales Bonuses (Actual GWP v’s Budget)
- Exceeded Annual Territory Budget (year ended 2015)
- Forged strong working relationships with various Dealership staff
- Maintained collaborative relationships with various financiers
Account Manager – Insolvency and Turnaround Division
Blue Insolvency (Arthur J. Gallagher)
01.2012 - 12.2014
- Management of corporate insolvency appointments (Voluntary Administrations, Deed of Company Arrangements, Liquidations, Receiverships)
- Identification, analysis treatment, placement and ongoing management of post-appointment risks in respect to Corporate and personal insolvency appointments
- Client Relationship Management/Territory Account Manager to various insolvency practitioners, Banks and Financiers
- Day-to-day servicing of clients (Insolvency practitioners) including risk reviews, risk profiling, client advice, liaising with insurers and other contacts to achieve best results for clients
- Preparation of 'Red Flag Reports' identifying the potential and/or actual critical risk exposures requiring urgent input
- Contract reviews, including but not limited to, sub-license agreements, lease agreements, sale agreements and due diligence on informal engagements
- Preparation and delivery of client presentations - promoted Blue Insolvency's service offerings and client / staff training
- Preparation and delivery of monthly status reports for clients (Insolvency Practitioners)
Senior Account Executive
Aon Risk Services
01.2009 - 12.2011
- Reviewed the needs of the client and developed risk management solutions
- Proactively developed and maintained effective internal relationships of a senior level to facilitate the achievement of work goals, and external relationships with strategic alliance banking partners
- Developed new business sales opportunities and worked closely with internal and external stakeholders
- Provided a high-level of client service to enable effective client relationship management
- Developed and actively marketed various industry specific new business opportunities
Account Manager – Corporate Risks
Jardine Lloyd Thompson Pty Ltd
01.2006 - 12.2009
- Management of a portfolio of major corporate multi-national and inward global accounts
- Assisted the General Manager in two of the Branch’s largest flagship accounts
- Maximized revenue generated from existing client base through continual analysis of client profitability and maximization of products and facilities
- Worked closely with my portfolio of clients to provide tailored insurance and risk management solutions
- Prepared all client documentation, including insurance declarations, renewal reports, insurance manuals, handbooks, quotation slips, placing slips, claims reports, etc
Business Development Executive – Mercedes Benz Insurance
Mercedes-Benz Financial Services Australia Pty Ltd
01.2003 - 12.2006
- Assisted the Senior Manager and National Manager in achieving overall financial plan for the Corporate and Commercial Insurance activities of the Insurance Services Business unit
- Serviced the corporate and commercial needs of Mercedes-Benz, Chrysler Jeep, smart, Freightliner and Sterling in respect of their dealership, passenger car, and light and heavy commercial Insurance needs
- Identified commercial insurance opportunities, including the gathering of underwriting information to present client's needs to potential insurers
- Worked closely with the IT Operations Manager and the Business & Risk Controls Manager on the implementation of a Business Continuity Plan
- Developed and implemented a Dealership Service Level Agreement (DSLA)
Assistant Account Executive
Marsh Pty Ltd
01.2000 - 12.2003
- Provided Insurance and administrative support to the Senior Account Executive and Managing Principal of the Risk Management Practice
- Responded to day-to-day enquires from corporate and commercial clients
- Assisted in preparing underwriting submissions and prepared insurance policy documents
- Liaised with Underwriters on Policy and Claims matters
Education
Diploma of Financial Services - Insurance Broking
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Certificate IV - Financial Services (General Insurance)
ASIC RG 146
Skills
- Insurance & Risk Management
- Contract Reviews
- Account Management
- Emotional Intelligence
- Business Development
- Task Management
- Sales and Marketing
- Project Management
- Stakeholder Management
- Customer Service
- Communications
Key Areas Of Expertise
- Insurance & Risk Management
- Contract Reviews
- Account Management
- Emotional Intelligence
- Business Development
- Task Management
- Sales and Marketing
- Project Management
- Stakeholder Management
- Customer Service
- Communications
- Networking
- Training, Coaching & Mentoring
- Strategic Planning
- Finance
- Problem-Solving and Negotiation
Attributes
- The analysis of client’s exposures and devising tailored insurance solutions whilst skillfully negotiating the most optimal deals within in the insurance market
- Managing and developing multiple accounts
- Ability to establish relationships at all levels (internal and external)
- Open, collaborative, and hands-on leadership style
- Natural leader – a positive people person who motivates, mentors and empowers staff
- Outstanding written and verbal communication skills
- Ability to work under pressure with ability to prioritize work appropriately
Timeline
General Insurance Manager / Practice Manager
QPF Insurance Brokers
06.2024 - Current
Senior Account Manager & 2IC to the Director (Qld)
Oracle Group Insurance Brokers
05.2023 - 06.2024
Senior Account Executive – Professional Associations
Arthur J. Gallagher Insurance Brokers
04.2020 - 05.2023
Dealer Account Manager Vic/Tas – Retail Distribution Division
Allianz Australia Insurance Limited
01.2017 - 12.2019
Account Manager – Vic/Tas
Swann Insurance (Insurance Australia Group)
01.2014 - 12.2017
Account Manager – Insolvency and Turnaround Division
Blue Insolvency (Arthur J. Gallagher)
01.2012 - 12.2014
Senior Account Executive
Aon Risk Services
01.2009 - 12.2011
Account Manager – Corporate Risks
Jardine Lloyd Thompson Pty Ltd
01.2006 - 12.2009
Business Development Executive – Mercedes Benz Insurance
Mercedes-Benz Financial Services Australia Pty Ltd
01.2003 - 12.2006
Assistant Account Executive
Marsh Pty Ltd
01.2000 - 12.2003
Certificate IV - Financial Services (General Insurance)
ASIC RG 146
Diploma of Financial Services - Insurance Broking
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
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