Strategic Client Relationship Manager and former Senior Underwriter effective at achieving growth, retention, and profitability objectives in both broking and Underwriting capacities.
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Overview
11
11
years of professional experience
Work History
Practice Lead – Financial Lines, Technology and Cyber
Knightcorp Insurance Broking Pty Ltd
07.2023 - Current
Oversee and drive strategy for all Financial Lines products nationally, with a focus on portfolio leveraging, product development and market positioning
Act as the primary strategic relationship manager for all Sydney-based and national ASX-listed clients, managing their portfolio and strategy, ensuring high client satisfaction and retention
Act as the Primary Lead on New tenders for prospective Enterprise clients.
Drive growth through effective business development strategies, expanding market reach and fostering new client relationships
Spearhead initiatives to enhance operational efficiencies through technology, including reporting, prospecting, and broking platforms, contributing to streamlined processes and improved client experience
Lead the Sydney office, overseeing recruitment, development, and mentorship of talent.
Client relationship manager responsible for presenting Insurance programs, risk solutions and consulting advice to C-suites and Boards of ASX 250, large multinational and private organizations
Managing a portfolio consisting of GWP over $40m large financial institutions, technology, and professional clients (including Private equity, Law firms, Banks, Fintech’s, REIT’S, Superfunds, Investment managers)
Successful new business tenders amassing over $20m in GWP in 2022
Technical expertise in Professional Indemnity, Directors and Officers, Crime, Cyber and WHS to assist clients understand and manage risks
Utilising underwriting background as a powerful tool in aligning client presentations with Insurer risk assessment.
Underwriting all Financial Lines Products with a focus on Professional Indemnity, Directors and Officers, Financial Institutions, Technology, Cyber and Commercial Crime
Increasing broker and client awareness of Chubb's appetite, products, claims handling through regular broker and client presentations
Monitoring underwriting results, premium and loss trends to ensure quality, volume and mix of business for all Global producers
Active involvement and participation in training, development and in-house mentoring sessions with Product heads and the Head of Distribution
Coordinating with internal stakeholders and cross-line colleagues (Primarily Property, Casualty and Contract works Underwriting teams) to initiate whole of account Underwriting and negotiation
Consistently one of the highest New business Producers whilst also achieving target rate change and renewal retention (in excess of 90%) for all 4 Underwriting years.
Underwriter, Product Development and Casualty
AXA XL
10.2016 - 07.2017
Renewal and New business Underwriting for the Casualty Team (Public and Product Liability, Environmental Impairment Liability) working with top tier Global and Independent brokers in NSW and ACT
Assistance with the creation, prototype, development, testing and launch of AXA XL's online Casualty Underwriting tool.
Underwriter, Financial Lines
Brooklyn Underwriting
01.2013 - 09.2016
Renewal and New business Underwriting for the Financial Lines Team (Professional Indemnity, Management Liability, IT Liability)
Developed and maintained strong Broker relationships (Global, Independent and AR's) nationally
Spear-headed flagship events such as Brooklyn Blitz (cross country broker visits) Brooklyn NEXT (for the next generation of young professionals) and Brooklyn Ladies (for empowerment, diversity and inclusion).
Education
Insurance Certificates -
ANZIIF
2016
Bachelor of Arts - Psychology
Macquarie University
Sydney, NSW
2012
Bachelor of Arts - Business Administration And International Business
Macquarie University
Sydney, NSW
2012
Affiliations
Australian Professional Indemnity Group (APIG), National Committee Officer, 12/01/22, Present
Inclusion and Diversity Business Group/Woman Insurance Group – Aon, 12/01/21, 06/30/23
Australian Professional Indemnity Group (APIG), NSW Committee Officer, 09/01/19, 12/31/22
Business Support -Sales at Jio Insurance Broking Limited (Formerly known as Reliance Retail Insurance Broking Limited-RRIBL)Business Support -Sales at Jio Insurance Broking Limited (Formerly known as Reliance Retail Insurance Broking Limited-RRIBL)
Financial Lines Analyst – Cyber Underwriter at American Assurance House - AIGFinancial Lines Analyst – Cyber Underwriter at American Assurance House - AIG