Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
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Kristen Lennis-Harvey

Kristen Lennis-Harvey

Sydney,NSW

Summary

An Executive with over 28 years of operational experience in the Financial Services Industry with a proven track record of building and managing successful high-performance commercial partnerships and teams with focus, passion drive and true grit. My core expertise is anchored in Strategy Development and Execution, centering around customer needs and underpinned by my core personal value of trust and transparency. I have established, led and developed pre-eminent Distribution, Strategic Sales and Business Development teams, as well as established and built Enterprise Partnerships over my career. I have also played a key role in the Life Insurance industry’s largest acquisition and integration project. I have a thorough understanding and application of Strategic Planning & Development, RFP processes, fostering new and existing Enterprise partnerships and ground all of this with true care, support and mentoring of a wide array of teams and team members both past and present.

I lead with courage and am known for my ‘forward is a pace’ lens. I have an outcome focused perspective and know that this only happens by harnessing the collective talent within an organisation. I believe in ensuring teams understand the goal we are trying to achieve and the key role each person plays to that end. It is important who I work with and for and take pride in giving my ‘personal’ self to my ‘work’ presence. Professional leader with comprehensive experience in driving operational excellence and strategic growth. Proven track record of fostering team collaboration and achieving impactful results in dynamic environments. Skilled in navigating complex challenges, optimizing processes, and cultivating positive workplace cultures. Known for adaptability, effective communication, and strong decision-making abilities.

Overview

29
29
years of professional experience

Work History

General Manager – Bancassurance & Partnerships

AIA Australia
10.2022 - 12.2024
  • Requested specifically to take on remit of AIAAs largest partnership
  • Owner of AIA Group’s largest acquisition and most critically strategic partnership
  • Successfully led and grew the Life, Health and Wellbeing strategy for AIA Australia’s Bancassurance partner as well as its associated entities for remaining 20 year partnership
  • Developed and delivered differentiated service and product customer offerings

General Manager – Retail Distribution & Partnerships

AIA Australia
05.2020 - 10.2022
  • Owner of AIA Australia’s key Retail Channel and lead a team of 60+ team, as well as additional matrix stakeholders (including Distribution, Marketing, Project Sponsorship, Retail Enablement, Sponsorships, Financial Accountability)
  • Retained Number 1 and 2 position during tenure in a highly competitive and extremely regulated time period
  • Owner of all Strategic Partners for Retail Channel (AFSLs, Licensees, Platforms, Aggregators)
  • Achieved successive years of 95%+ target achievement
  • Accelerated conversations internally around intelligent system impacts on customer success
  • Achieved 100% success rate on all RFP submissions
  • Modernised Client Development Manager model for Distribution team
  • Reduced total expense of channel and promoted new revenue lines

Head of Strategic Partnerships & Head of IAS Distribution

AIA Australia
05.2015 - 05.2020
  • Owner of AIA Australia’s key Retail Channel and lead a team of 50-+ team, as well as additional matrix stakeholders
  • Retained Number 1 and 2 position during tenure in a highly competitive and extremely regulated time period
  • Owner of all Strategic Partners for Retail Channel (AFSLs, Licensees, Platforms, Aggregators)
  • Achieved successive years of 100%+ target achievement
  • Achieved 100% success rate on all RFP & Tender submissions
  • Developed Client Development Manager model for Distribution team – unique differentiator in the industry
  • Collaboration with Group & Health business for mutual opportunities

National Strategic Account Manager

Zurich Financial Services
10.2011 - 05.2015
  • Owner of all Strategic Partners for Retail Channel (AFSLs, Licensees, Platforms, Aggregators)
  • Managed a $40m portfolio with P & L responsibility
  • Lead a team of 20+ as well as additional matrix stakeholders
  • Achieved successive years of 100%+ target achievement and empirically influenced the Enterprise growth ambition by achieving record new AFSL APL inclusions
  • Achieved 100% success rate on all RFP & Tender submissions
  • Collaboration with Group & Investment team for mutual opportunities

National Account Manager

CommInsure
02.2006 - 10.2011
  • Managed a $25m portfolio with YoY growth >15%
  • Achieved 100% success rate on all RFP & Tender submissions
  • Contributed to successive years of 100%+ target achievement for Distribution team
  • Worked with Wholesale team for mutual opportunities
  • Led a team of 8 to support National Distribution team

Graduate, Business Banker, Team Co-ordinator (various Roles)

National Australia Bank
02.1996 - 02.2006
  • Commenced as a Graduate and progressed to be NABs youngest Business Banker achieving 105% of target achievement in successive years
  • Moved into Wealth Management while studying Master degree.
  • Led a team of 8 to support National Distribution team
  • Contributed to an industry-recognised high performer sales team with YoY achievement of more than 105% of target in successive years.

Education

Master of Business - Organisational Analysis & Strategy

U. Syd
Sydney
05.2006

Diploma of Financial Services -

Kaplan
Sydney

Bachelor of Commerce - Organisational Management & Corporate Social Resp

U. W Syd
W. Sydney
05.1996

Skills

  • Strategic Planning
  • High Performance Team Building
  • Strategic Thought Leadership
  • Authentic Leadership
  • Skilled in Contract Negotiation
  • Innovative Lens
  • Strategic Partnership Development
  • Dedicated Support Coach
  • Strategic Problem Resolution
  • Data Analytics, Insights
  • Diversity & Inclusion
  • High engagement
  • Customer-Centric Mindset
  • Enterprise Thinking
  • Organizational Culture Champion
  • Financial Management
  • Integrity in Execution
  • Collaboration & Finesse

Accomplishments

  • Requested by Regional CEO to be the P&L owner of a >$3b Bancassurance partner with $50m in sales across Life, Health & Wellbeing
  • P&L ownership of a >$200m Retail Channel
  • Partnership SME across Enterprise and headhunted into roles since 1996
  • Led sustainability task force for Retail Business as well as drove the establishment of similar forum for our Bancassurance Channel
  • Built and managed large sales and support teams with high engagement scores each and every year – noted by CEO as a unique achievement
  • Established Enterprise first ‘Ascent Crew’ initiative
  • Noted high performer across all organisations at various hierarchical levels
  • 100% success rate on RFP and Tender processes over 3 companies.

Timeline

General Manager – Bancassurance & Partnerships

AIA Australia
10.2022 - 12.2024

General Manager – Retail Distribution & Partnerships

AIA Australia
05.2020 - 10.2022

Head of Strategic Partnerships & Head of IAS Distribution

AIA Australia
05.2015 - 05.2020

National Strategic Account Manager

Zurich Financial Services
10.2011 - 05.2015

National Account Manager

CommInsure
02.2006 - 10.2011

Graduate, Business Banker, Team Co-ordinator (various Roles)

National Australia Bank
02.1996 - 02.2006

Master of Business - Organisational Analysis & Strategy

U. Syd

Diploma of Financial Services -

Kaplan

Bachelor of Commerce - Organisational Management & Corporate Social Resp

U. W Syd
Kristen Lennis-Harvey