LUKE STRZEBONSKI
Viewbank,VIC
Summary
Experienced Life Insurance Principal Underwriter specializing in stakeholder management and customer service. Dedicated team player with exceptional organizational skills and solid expertise in the financial services industry. Proficient in utilizing strong analytical skills to accurately assess medical and financial risk levels. Conscientious and committed to upholding standards, underwriting guidelines, and authority levels.
Overview
26
26
years of professional experience
Work History
Life Insurance Principal Underwriter
Zurich - Fund Manager, Life Insurance & Superannuation Provider
01.2021 - 01.2024
- Responsible for the assessment of medical and financial risks
- Experienced in efficient workflow management
- Provided relationships management of high value advisers
- Established appropriate course of action to ensure work was completed efficiently
- Liaised and developed working relationships with reinsurers
- Adheres to company and legislative guidelines including complaint management
- Maintains stable performance under pressure while achieving deadlines
- Assumes responsibility and accountability for completing assignments successfully
- Utilises effective approaches for selecting courses of action and developing solutions
- Develops and utilises collaborative relationships to facilitate the achievement of goals
- Adheres to high standards of ethical and respectful behaviour.
Life Insurance Principal Underwriter
OnePath - Fund Manager, Life Insurance & Superannuation Provider
01.2005 - 01.2021
Income Protection Claims Assessor
AXA Australia
01.2003 - 01.2005
- Responsible for identifying genuine and non-genuine claims
- Gathered and assessed relevant evidence including financial and medical
- Liaised with clients and advisors and positively communicated claims decisions
- Efficiently managed conflict and disputes by ensuring accurate and timely responses
- Always provided excellent and prompt customer service
- Assessed claims within the terms and conditions of different contracts
- Managed workflow efficiently and determined appropriate intervention strategies.
Motor Claims Technical Officer
AAMI
01.2000 - 01.2003
- Negotiated settlements of claims with third party insurers, solicitors and recover agents
- Proactively called and answered calls to achieve or exceed daily targets
- Ensured every recovery opportunity was maximised and every settlement claim was scrutinised
- Assessed liability of each claim file by being the decision maker of legal liability with respect to the settlement of each claim
- Effectively managed the allocated split workflow
- Ensured the acceptance of claims in accordance with the AAMI Customer Charter
- Decided liability in accordance with common law principles of contributory negligence and the Act
- Adhered to all OH&S, EO and EA policies and procedures.
Customer Service Supervisor
La Trobe University - Sport & Recreation Association
01.1998 - 01.2000
Education
Diploma of Life Insurance Underwriting -
ANZIIF
01.2009
Master of Business Administration (MBA) -
La Trobe University
01.2002
Graduate Diploma in Business Management -
La Trobe University
01.2001
Bachelor of Applied Health Science - Human Movement -
RMIT
01.1999
Skills
- Effective Communicator
- Assessing & Negotiation
- Learning & Development
- Problem Solver
- Interpersonal Skills
- Customer Service
- Emotional Intelligence
- Leadership & Guidance
- Relationship Builder
- Stakeholder Liaison
- Team Collaboration
- Underwriting guidelines
- Analyzing data
- Documentation Review
- Risk Assessment
Areasofcompetency
- Effective Communicator
- Assessing & Negotiation
- Learning & Development
- Problem Solver
- Interpersonal Skills
- Excellent Customer Service
- Emotional Intelligence
- Strong Leadership & Guidance
- Relationship Builder
- Stakeholder Liaison
- Team Collaboration
Membership
Senior Associate (ANZIIF)
System capabilities
- MS Office applications including Word, Excel, PowerPoint, Outlook
- Adobe applications including Acrobat, Photoshop
References
Available on request
Affiliations
- Senior Associate - ANZIIF
Languages
Polish
Native or Bilingual
Timeline
Life Insurance Principal Underwriter
Zurich - Fund Manager, Life Insurance & Superannuation Provider
01.2021 - 01.2024
Life Insurance Principal Underwriter
OnePath - Fund Manager, Life Insurance & Superannuation Provider
01.2005 - 01.2021
Income Protection Claims Assessor
AXA Australia
01.2003 - 01.2005
Motor Claims Technical Officer
AAMI
01.2000 - 01.2003
Customer Service Supervisor
La Trobe University - Sport & Recreation Association
01.1998 - 01.2000
Diploma of Life Insurance Underwriting -
ANZIIF
Master of Business Administration (MBA) -
La Trobe University
Graduate Diploma in Business Management -
La Trobe University
Bachelor of Applied Health Science - Human Movement -
RMIT
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