Summary
Overview
Work History
Education
Skills
Timeline
References
Generic

Jasbir Mahal

Cammeray Sydney,Australia

Summary

More than 10 years’ experience working with Not For Profit organisations and the Corporate sector ~ Strong focus on the financial resilience and wellbeing of marginalised and vulnerable communities ~ 14 months humanitarian aid work in Nepal and India ~ In depth understanding of Microfinance ~ Excellent communication and collaboration skills to establish strong internal and external Corporate relationships ~ Project Management ~ Leadership and Development ~ Australian citizenship ~ Fluent in English, Punjabi and Spanish; conversational French ~ Online courses completed - Modern Slavery, Humanitarian Response in Conflict and Disaster, Children’s Rights to Education in Armed Conflict, Customers Experiencing Vulnerability and Teaching English

Overview

10
10
years of professional experience

Work History

Leader - Essentials by AAI Insurance

Suncorp
Sydney, Australia
11.2023 - Current
  • Essentials by AAI Insurance was launched in 2015 in partnership with Good Shepherd Australia New Zealand (formerly Good Shepherd Microfinance) to provide affordable and simple insurance for people on low incomes who would otherwise be financially excluded.
  • I liaise with microfinance workers and financial counselors to provide support and raise awareness of the importance of insurance as part of the financial conversation during the application process with clients for No or Low Interest Loans.
  • I am responsible for overseeing all aspects of daily operations for Essentials insurance, such as customer care, processes, marketing, compliance, reporting, pricing, and research.
  • Responsibilities also include training, coaching, and mentoring Suncorp and Good Shepherd staff to ensure smooth adoption of new programs and procedures.

Volunteer

Indra Foundation and Helping Hands
Nepal And India
09.2022 - 11.2023
  • We successfully developed different models to assist rural communities to start earning a sustainable living and generating income.
  • Strategy has enabled individuals to buy goats, empower villagers to offer homestays, identify other income generation opportunities such as growing coffee, develop sales merchandise, and build relationships to encourage information sharing.
  • Developed a Strategic Marketing and Sales Plan with a focus on financial sustainability for the clothing business to generate profit to finance the charity arm of the organization.
  • Delivered workshops on topics relevant to women's health and social rights, counseling, and mentoring.
  • I visited slum areas to understand local needs.
  • I gave motivational speeches to women and girls rescued from slum areas and human trafficking.

Leader - Financial Inclusion and Accessibility

Suncorp
Sydney, Australia
08.2014 - 09.2022
  • Addressing social issues for marginalised communities facing adversity was fundamental to this role
  • I developed a solid understanding of the impact of Financial abuse, Domestic and Family Violence, Mental Health, Elder abuse, Debt and Gambling
  • I particularly enjoyed attending conferences and events to keep abreast of industry developments and exchange insights with other leaders, corporates, and NFPs.
  • Major achievements included working with Global Sisters, Australia to introduce Small Business Micro Insurance specifically tailored for women who are unable to participate in mainstream employment or access decent, sustainable work.
  • My role was to develop and launch an affordable policy to protect their assets and safeguard their liability, to empower them to pursue self-employment with peace of mind and dignity, and to earn a living.
  • I was tasked to work with the elders of the Aboriginal and Torres Strait Islander community and Social Ventures Australia to develop and launch a more equitable funeral insurance solution for the First Nations community, which required gaining their trust, support, and understanding.
  • This enterprise was also a pillar of Suncorp's Reconciliation Action Plan.

Education

Bachelor of Arts - European Studies/Spanish

Queen Mary University
London, UK

Skills

  • 14 month sabbatical working as a volunteer with 3 NFPs at a grass roots level in India and Nepal on programs relating to Rural Development, Women’s Empowerment and Human Trafficking
  • Pivotal in the successful delivery and ongoing management of the only Car and Contents micro insurance program in Australia specifically designed for people on low incomes
  • Responsible for the creation and launch of affordable Small Business Micro Insurance product for Global Sisters, Australia to protect disadvantaged women experiencing hardship when operating their business
  • Fundraising as a Volunteer for The Hunger Project, Australia which provides programs such as education, microfinance, agriculture and health, to empower people with the skills, knowledge and resources they need to break the poverty cycle themselves
  • Key team member to pioneer Funeral and Savings insurance tailored for the needs of First Nations people
  • Supporting inauguration of Suncorp’s Financial Inclusion Action Plan (FIAP)
  • Invited by The Salvation Army to participate in workshops to solve for homelessness amongst 55yr women

Timeline

Leader - Essentials by AAI Insurance

Suncorp
11.2023 - Current

Volunteer

Indra Foundation and Helping Hands
09.2022 - 11.2023

Leader - Financial Inclusion and Accessibility

Suncorp
08.2014 - 09.2022

Bachelor of Arts - European Studies/Spanish

Queen Mary University

References

References available upon request.

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Jasbir Mahal