Liza Davidson
Sydney,NSW
Summary
Over 30 years of management experience and 21 years in general insurance and financial services. Proven track record of driving business units to higher levels of growth and success. Strategic thinker skilled at navigating complex situations and implementing change, while sustaining operational effectiveness and driving financial improvement. Acute business acumen and expertise in building and leading high-performance teams to drive transformational change, innovation, and value creation. Articulate communicator who forges solid relationships with partners and builds consensus across multiple organizational levels. Experienced team leader directing workgroups, developing strategies, providing training, setting goals, and obtaining team feedback. Excellent interpersonal and communication skills for effectively communicating goals and vision for success. Problem solver, networker, and consensus builder. Organized team leader who builds positive rapport, inspires trust, and guides teams towards the achievement of organizational goals. Strong facilitator excelling at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
21
21
years of professional experience
Work History
Team Leader
Gallagher
05.2010 - Current
- Developed and implemented business development strategies, resulting in significant revenue and profit growth
- Led and mentored a team, conducting regular training sessions to enhance skills and knowledge
- Forged strong relationships with key partners and industry influencers, contributing to business growth
- Prepared and administered team growth plans, focusing on retention and portfolio management
- Managed weekly team meetings, ensuring stringent reporting structures and compliance
- Conducted comprehensive file reviews and managed compliance issues to minimize potential exposures
- Increased annual revenue by 20% through strategic business development
- Achieved a 95% client retention rate by providing exceptional service and building strong relationships
- Streamlined claims processing, reducing turnaround time by 30%
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Assisted in recruitment to build team of top performers.
- Developed effective improvement plans in alignment with goals and specifications.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Devised and implemented processes and procedures to streamline operations.
- Evaluated customer needs and feedback to drive product and service improvements.
- Generated reports detailing findings and recommendations.
- Conducted regular reviews of operations and identified areas for improvement.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Educated staff on organizational mission and goals to help employees achieve success.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Account Manager
OMPS/Gallagher
10.2009 - 05.2010
- Managed a diverse portfolio of transport and commercial insurance, maintaining strong client relationships
- Exceeded new business budgets and retention levels, contributing significantly to overall business growth
- Conducted regular client visits to review renewals and address any issues, ensuring high client satisfaction
- Grew the transport and commercial insurance portfolio by 15% within six months
- Maintained a client satisfaction score of 90% through personalized service
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Negotiated prices, terms of sales and service agreements.
- Presented professional image consistent with company's brand values.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Maintained current knowledge of evolving changes in marketplace.
Account Executive Commercial Portfolio
Davelcorp Insurance Brokers Pty Ltd
05.2004 - 09.2009
- Managed a commercial team, maintaining a book of business worth $800k
- Negotiated renewals and new business with underwriters, achieving high retention rates
- Met and exceeded KPIs, contributing to the company's success
- Increased the commercial portfolio's revenue by 20% through effective negotiation and relationship management
- Built and maintained strong relationships with clients and underwriters, resulting in high client satisfaction and loyalty
- Negotiated prices, terms of sales and service agreements.
- Maintained current knowledge of evolving changes in marketplace.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Developed and maintained strong working relationships with professionals
- Presented professional image consistent with company's brand values.
- Built relationships with customers and community to promote long term business growth.
Education
Diploma - Financial Services (Insurance Broking)
Australian And New Zealand Institute of Insurance And Finance
01.2008
Certificate III - Financial Services (General Insurance)
01.2005
Cert IV - Retail Management
Western Sydney Institute of TAFE
01.2002
Skills
- Collaborative Team Management
- Strategic Relationship Development
- Collaborative Strategic Planning
- Efficiency Management
- Compliance Management
- Stakeholder Engagement
- Risk Mitigation Strategies
- Sales Acumen
- Effective Conflict Resolution
- Collaborative Team Engagement
- Client Relationship & Retention Management
- Team Performance Review
- Budget management
- Team Development
- Professional Mentoring
- Work planning
Languages
Spanish
Professional Working
Timeline
Team Leader
Gallagher
05.2010 - Current
Account Manager
OMPS/Gallagher
10.2009 - 05.2010
Account Executive Commercial Portfolio
Davelcorp Insurance Brokers Pty Ltd
05.2004 - 09.2009
Certificate III - Financial Services (General Insurance)
Diploma - Financial Services (Insurance Broking)
Australian And New Zealand Institute of Insurance And Finance
Cert IV - Retail Management
Western Sydney Institute of TAFE
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