Summary
Overview
Work History
Education
Affiliations
Timeline
Generic

Maddie Zali

Summary

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 - Financial Institutions

AON PLC
08.2021 - 06.2023
  • 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.

Senior Underwriter, Financial Lines (Global Broker Unit)

Chubb Insurance Ltd
08.2017 - 08.2021
  • 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
  • Young Insurance Professionals (YIPs) Australasia, Events & Engagement Officer, 2017, 2020
  • Lloyds Australia Development Group, Committee Officer, 2015, 2017

Timeline

Practice Lead – Financial Lines, Technology and Cyber

Knightcorp Insurance Broking Pty Ltd
07.2023 - Current

Client Relationship Manager - Financial Institutions

AON PLC
08.2021 - 06.2023

Senior Underwriter, Financial Lines (Global Broker Unit)

Chubb Insurance Ltd
08.2017 - 08.2021

Underwriter, Product Development and Casualty

AXA XL
10.2016 - 07.2017

Underwriter, Financial Lines

Brooklyn Underwriting
01.2013 - 09.2016

Insurance Certificates -

ANZIIF

Bachelor of Arts - Psychology

Macquarie University

Bachelor of Arts - Business Administration And International Business

Macquarie University
Maddie Zali