Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Additional Information
Languages
Timeline
Generic
Jerry Polites

Jerry Polites

Melbourne,VIC

Summary

A humanistic and energetic leader who is passionate about people development and building an environment where everyone can bring their true and authentic selves to work. I approach all work with a strong stakeholder focus to drive innovation that’s underpinned by consultative and respectful change management at all levels. A strong practical and theoretical background arms me with the tools to deliver with consistency.

I am results-orientated with a focus on operational excellence and efficiency. My 15+ years of experience spans across both retail and industry superannuation and insurance. I’ve worked in a range of roles focusing on relationship management, continuous improvement, complaints resolution, incident and risk management, project management, product SME and operations management.

My experience within the Superannuation industry allows me to look at objectives on a cross-functional scale and technical level while identifying key trends for systemic improvement across accumulation, life insurance, managed investments and pensions.

Overview

13
13
years of professional experience

Work History

Senior Manager, Incident Resolution

AustralianSuper
Melbourne, Victoria
06.2022 - Current
  • Responsible for all Superannuation, Pension, Direct Investment and Insurance incidents
  • Lead, motivated and inspired direct reports to apply the Fund's values and risk culture
  • Built a team of high performing Senior Business Analysts to meet business needs
  • Fostered a team culture to always seek the best outcome for members in line with the organisations remediation principles, legislative requirements and relevant regulatory guides
  • Created a robust and effective team operating rhythm
  • Developed regular reporting for Executive on incident volume, status of emerging risks and contributed to reporting for various internal committees and regulators
  • Governance and oversight on key service providers to meet Fund needs
  • Built strong relationships with key internal and external stakeholders.
  • Business SME for incident resolution
  • Apply sound decision making and prioritisation on large scale, high volume incidents

Client Manager

TAL
Melbourne, Victoria
08.2020 - 06.2022
  • Develope long-term rapport with clients to cultivate a strong working relationship
  • Open and transparent in all my dealing with the client
  • Focus on achieving highest level of expectations to meet client satisfaction
  • Incident and risk management
  • Exhibit deep knowledge of products, establishing trust and respect
  • Valued for input on general operational decisions, goal setting, staff planning and policy development
  • Elevate team performance via strategic planning and coaching.
  • Implementation of insurance regulatory changes
  • Responsible for execution of scheduled Underwriting audits
  • SME for policy endorsements and regulatory guidelines
  • Act as a lead or SME on Fund projects and initiatives
  • Preparing operational reports in line with service agreements

Insurance Operations Specialist

AustralianSuper
Melbourne, Victoria
09.2018 - 08.2020
  • Sound decision making in the management of insurance related breaches and incidents
  • Assessment of new business opportunities as they relate to insurance
  • Manage employer on-boarding
  • Working with our insurer and internal departments on implementation of product and pricing changes
  • Manage the Underwriting audit with the insurer and administrator
  • SME on Annual statements
  • SME review of communication and standard letters
  • Insurance lead on business remediation
  • Develop strong and trusted working relationships with internal stakeholders
  • Represent the Fund on complaint conciliations with AFCA (where required

Insurance Operations Lead (Acting)

AustralianSuper
Melbourne, Victoria
01.2020 - 06.2020
  • Managing a team of 3 Insurance Operations Specialists
  • Trained, mentored and motivated employees to maximize team productivity
  • Managing end to end Operations for Insurance
  • Working with Insurer and administrator to ensure adherence to contractual agreements
  • Incident and risk management
  • SME for project, initiatives and continuous improvement opportunities
  • Multifaceted stakeholder management
  • Ensuring risk controls are met
  • Onboarding of business growth
  • Monitoring Fund business rule to ensure alignment with policy
  • Policy review to ensure practicality against people, process and systems

Adviser Services Manager

AustralianSuper
Melbourne , Victoria
06.2015 - 09.2018
  • Authorised representative of the Fund to provide General Advice.
  • Educate external Financial adviser firms on AustralianSuper's product and policies
  • Provide technical product advice
  • SME on Accumulation, Pension, Insurance and Investments
  • Built strong rapport with key advice partners
  • SME on key advice projects
  • Risk control on advice fees charged to members
  • Support internal Financial Advisers with product and policy
  • Workflow management
  • Support Distribution managers in face to face meeting with external adviser practices

Operations Engagement Manager

SuperPartners
Melbourne, Victoria
11.2014 - 06.2015

Fund Services Coordinator

SuperPartners
Melbourne, Victoria
03.2011 - 11.2014

Education

Insurance Unit - Insurance

AIST
Melbourne
04.2013

6 Sigma Green Belt - Project Management

AXA
Melbourne
08.2010

DFS3 - Superannuation - Superannuation

AIST
Melbourne
02.2010

DFS2 - Life Insurance - Insurance

RG146
Melbourne
08.2009

DFS1 - Financial Advice -

RG146
Melbourne
06.2009

Tier 1 - Specialist Adviser - Financial Advice

RG146
Melbourne
03.2009

Skills

  • Ability to build strong stakeholder relationships
  • Problem-Solving
  • Strong knowledge of the Superannuation and Group Insurance industry
  • Leadership - motivate and manage a team
  • Strong time management
  • Ideation and creativity
  • Ability to explain technical matters in a straightforward manner

Accomplishments

  • Introduced the industry first, dedicated contact centre channel for AustralianSuper's Aboriginal and Torres Strait Islander members
  • Implemented the first CareerTrackers intern sponsorship program at AustralianSuper
  • Co-developed the Aboriginal and Torres Strait Islander National Code of Conduct, which was lauded by ASIC
  • Endorsed by AustrlaianSuper for entry into the Garry Weaven emerging Trustees scholarship
  • Co-managed financial literacy initiatives via the Schools Plus Project, through the Fund's Reconciliation Action Plan which was recognised by the Governor of Victoria
  • Influenced other Superannuation Trustee's to adopt AustralianSuper's dedicated hotline for Aboriginal and Torres Strait islander people by presenting at multiple AIST industry symposiums

Additional Information

Can be provided upon request

Languages

English
Native/ Bilingual
Greek
Native/ Bilingual

Timeline

Senior Manager, Incident Resolution

AustralianSuper
06.2022 - Current

Client Manager

TAL
08.2020 - 06.2022

Insurance Operations Lead (Acting)

AustralianSuper
01.2020 - 06.2020

Insurance Operations Specialist

AustralianSuper
09.2018 - 08.2020

Adviser Services Manager

AustralianSuper
06.2015 - 09.2018

Operations Engagement Manager

SuperPartners
11.2014 - 06.2015

Fund Services Coordinator

SuperPartners
03.2011 - 11.2014

Insurance Unit - Insurance

AIST

6 Sigma Green Belt - Project Management

AXA

DFS3 - Superannuation - Superannuation

AIST

DFS2 - Life Insurance - Insurance

RG146

DFS1 - Financial Advice -

RG146

Tier 1 - Specialist Adviser - Financial Advice

RG146
Jerry Polites