Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Jade Cross

Kirrawee,NSW

Summary

Relationship Manager with over 20 years in financial services, specializing in sales and distribution strategies. Proven track record in executing successful marketing campaigns and managing complex projects. Committed to continuous learning and professional growth, delivering strategic value to partners. Strong organizational and problem-solving skills enhance service-oriented approach and drive performance.

Overview

18
18
years of professional experience

Work History

Associate Director Strategic Partnerships ANZ

Cover Genius
05.2023 - Current
  • Implemented and achieved the objectives outlined in the distribution and growth strategy for the ANZ business, driving revenue growth and market expansion.
  • Spearheaded the expansion and development of new verticals, including Fintech, Life, and Mobility sectors, diversifying business offerings, and capturing new market opportunities.
  • Management of the ANZ business development pipeline (CRM management), and providing financial reporting and analysis for C-level discussions.
  • Preparation and submission of Request for Proposal (RFP) documents for tier 1 business opportunities, ensuring alignment with organizational goals and standards.
  • Conducted comprehensive market research and analysis to identify emerging trends and potential areas of expansion, informing strategic decision-making and business development efforts.
  • Optimizing sales funnels by leveraging data-driven insights to refine targeting strategies and maximize conversion rates, enhancing sales effectiveness and efficiency.
  • Led cross-functional teams, including mentoring junior team members, to successfully execute complex projects, ensuring seamless coordination, timely delivery, and client satisfaction.

Achievements:

  • Developed and launched the first embedded life insurance solution in the market, driving new revenue growth for the business that's sustainable and long-tail.
  • Signed and executed three key strategic deals in travel and fintech, contributing to 60% of the APAC revenue targets for 2024.

Senior Partner Growth Manager

Cover Genius
05.2022 - 04.2023
  • Successfully managed key strategic partnerships with industry leaders such as eBay, Luxury Escapes, and Oztix, facilitating insurance distribution solutions to enhance business growth and market presence.
  • Executed and delivered on distribution and growth strategies for both the business and partner organizations, ensuring alignment with overarching objectives and maximizing mutual benefits.
  • Led project management efforts for various tactical and long-term growth initiatives, including new product launches, market expansions, UI optimization, and price analytics, driving innovation and competitiveness in the marketplace.
  • Collaborated closely with the sales team to develop and maintain a robust pipeline, setting achievable sales targets, and leveraging existing and new business networks to drive revenue growth and market penetration.
  • Effectively managed internal and external stakeholders, fostering strong relationships and ensuring alignment of interests to support organizational objectives and initiatives.
  • Demonstrated proficiency in handling customer complaints, facilitating negotiations, and resolving issues to achieve mutually beneficial outcomes, contributing to enhanced customer satisfaction and retention.

Achievements:

  • Launch of eBay's warranty program on mobile app, which resulted in a 100% increase in revenue for the program
  • Successfully launched insurance solutions for Luxury Escapes' Asia markets and subsidiary brands, including Scoopon, Cudo, and Deals, expanding market reach and enhancing brand offerings.

Partnerships Manager

iptiQ by Swiss Re
08.2019 - 04.2022
  • Key relationship manager between external partners (Medibank, ahm, and Woolworths) and internal stakeholders.
  • Responsible for delivering the life insurance strategy and driving growth for the organization.
  • Execute and deliver on the distribution strategy for the iptiQ business and brand partners.
  • Drive growth through targeted sales and marketing campaigns to meet sales KPIs.
  • Actively involved in internal and external stakeholder management.
  • Lead project management of tactical and long-term growth initiatives, including new product launches and online purchase paths.

Achievements:

  • Negotiated and delivered the Medibank Life Insurance TV campaign to market, resulting in 70% of lead volumes being generated from non-members.
  • Implemented and executed the online customer journey solution for Woolworths Life Insurance, leading to a 155% increase in lead volumes and providing a new distribution channel for the Woolworths portfolio.
  • Implemented and executed the ahm Express online product, a first-in-market solution that exceeded its target in 2021 by 116%, contributing to the growth of the ahm suite of products.

Distribution Operations Coordinator

iptiQ by Swiss Re
08.2018 - 08.2019
  • Supporting the operational management of the Direct Life Insurance proposition to partners such as Medibank, ahm, and Woolworths.
  • Ensuring adherence to the ANZ Direct Life Insurance Framework and management of the direct insurance operating model for existing partnerships, including processes, control frameworks, and performance to contracts.
  • Liaising with stakeholders to ensure the quality of operational performance and effective, early communication of risks and/or issues.
  • Project management to ensure timely and quality delivery of new distribution channels and/or products.

Achievements:

  • Transitioned to managing all external partner relationships within one month of starting the role, demonstrating quick adaptation and leadership capabilities.
  • Played a pivotal role in facilitating the transition of the business from Swiss Re Life & Health to the iptiQ Digital Insurer model, contributing to the strategic evolution and operational efficiency of the organization.

Executive Assistant to Managing Director

Swiss Reinsurance Ltd
03.2013 - 08.2018
  • Provide comprehensive support to the Managing Director of Property Treaty Underwriting Asia and the wider Asia team.
  • Manage diary and travel arrangements for Executive-level personnel, including global meetings and events.
  • Coordinate budgets, underwriting documents, client policy schedules, and presentations to ensure accuracy and timeliness.
  • Organize annual Asia region events, meetings, and client functions, facilitating smooth coordination and execution.

Achievements:

  • Successfully executed and delivered the annual Asia Days Top 100 performers event for Swiss Re in Seoul, Korea, showcasing exceptional organizational skills and ensuring a memorable experience for all participants.

Marketing & Events Manager

National Australia Bank
01.2011 - 12.2012
  • Managed all events, marketing initiatives, sponsorships, and community initiatives for NAB Business Bank in NSW/ACT, ensuring alignment with organizational goals and enhancing brand visibility.
  • Executed and delivered on the marketing strategy of the business, overseeing the rollout of local marketing campaigns and initiatives tailored to meet localized requirements and drive customer engagement.
  • Responsible for the management of the state sponsorship budget and relationships, collaborating with partners such as Cancer Council NSW, NSW Business Chamber, AFL Auskick, and Alannah & Madeline Foundation to support community initiatives and enhance brand reputation.

Achievements:

  • Successfully rolled out the AFL Auskick program in NSW/ACT as part of the National partnership for NAB, contributing to community engagement and brand visibility.
  • Coordinated the sourcing of local community volunteer opportunities across 50 business banking centres in NSW/ACT, ensuring all 800+ business bank staff achieved the target of 100% volunteer days (2 per year), fostering a culture of corporate social responsibility and community involvement.

Executive Assistant to the General Manager

National Australia Bank
08.2008 - 01.2011
  • Optimized executive time management by effectively managing calendars, scheduling meetings, appointments, and coordinating travel arrangements.
  • Demonstrated strong project management skills by successfully managing multiple projects concurrently, ensuring timely completion and high-quality results.
  • Acted as a gatekeeper for the General Manager's office, prioritizing incoming requests and delegating tasks judiciously when appropriate.
  • Provided valuable support to sales, business development, and senior management teams by accurately transcribing meeting minutes.
  • Ensured efficient departmental operations by monitoring budgets and expenses, supporting cost-effective management practices throughout the organization.
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events, contributing to positive stakeholder experiences.

Investor Relations Coordinator

IAG
07.2007 - 07.2008
  • Enhanced supervisor productivity by effectively managing their itinerary and appointments, implementing streamlined scheduling procedures.
  • Collaborated with cross-functional teams to develop comprehensive messaging strategies for investor and analyst communications, ensuring consistency and clarity.
  • Improved efficiency by streamlining financial reporting processes, enabling timely distribution of critical information to investors.
  • Ensured cohesive messaging across all corporate communications channels by partnering with the public relations team.
  • Successfully coordinated logistics for annual shareholder meetings, ensuring compliance with regulatory requirements and seamless execution.

Education

RG146 – Financial Planning & Services -

Kaplan Professional
Sydney, NSW
01.2019

Digital Marketing Certificate -

ADMA IQ
Sydney, NSW
01.2019

Marketing Level I & II -

Sydney University
Sydney, NSW
01.2012

Diploma in Retail Travel -

Sydney Business & Travel Academy
Sydney, NSW
01.2000

Skills

  • Sales and corporate negotiation
  • Corporate relationship management
  • Project management
  • Contract management
  • Financial services expertise

Timeline

Associate Director Strategic Partnerships ANZ

Cover Genius
05.2023 - Current

Senior Partner Growth Manager

Cover Genius
05.2022 - 04.2023

Partnerships Manager

iptiQ by Swiss Re
08.2019 - 04.2022

Distribution Operations Coordinator

iptiQ by Swiss Re
08.2018 - 08.2019

Executive Assistant to Managing Director

Swiss Reinsurance Ltd
03.2013 - 08.2018

Marketing & Events Manager

National Australia Bank
01.2011 - 12.2012

Executive Assistant to the General Manager

National Australia Bank
08.2008 - 01.2011

Investor Relations Coordinator

IAG
07.2007 - 07.2008

RG146 – Financial Planning & Services -

Kaplan Professional

Digital Marketing Certificate -

ADMA IQ

Marketing Level I & II -

Sydney University

Diploma in Retail Travel -

Sydney Business & Travel Academy
Jade Cross