Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Natalie Peiris

Melbourne,Australia

Summary

Results driven professional with strong background in Insurance and Retirement specialising in Product Management, Policy and Compliance. Proven success in driving business growth through identifying opportunities, designing strategic solutions, and managing key stakeholder relationships. Adept at leading cross-functional teams, ensuring compliance with industry regulations, and delivering high-quality project outcomes within set deadlines. Strong communicator with excellent problem-solving abilities.

Overview

17
17
years of professional experience

Work History

Senior Business Analyst, Incident Management

Insignia Financial / MLC Wealth
11.2021 - 01.2024

Created detailed user stories for system enhancements, leading to improved functionality and user satisfaction.

  • Facilitated requirement gathering workshops, resulting in clear project objectives and deliverables.
  • Improved project efficiency by analyzing business processes and identifying areas for improvement.
  • Conducted gap analyses to identify discrepancies between current and desired states, leading to actionable recommendations.
  • Supported leadership team with reporting, analysis, and business presentations to inform divisional strategies.
  • Performed risk assessments on potential projects to determine feasibility and viability before moving forward with implementation plans.
  • Collaborated with cross-functional teams, ensuring a cohesive approach to business analysis.
  • Implemented Agile methodologies within project teams, increasing overall adaptability and responsiveness.
  • Collaborated with stakeholders to identify business needs and data sources.
  • Analyzed data to identify root causes of problems and recommend corrective actions.
  • Managed stakeholder expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives.

Consultant, Product Insurance

MLC Wealth / National Australia Bank
10.2018 - 06.2021
  • Led change management initiatives regarding insurance disclosures and collateral to ensure compliance with APRA regulatory changes
  • Specialized in drafting and executing complex insurance contracts for superannuation trusts
  • Reviewed technical content of insurance policy documents and coordinated with insurers and legal teams to ensure ongoing currency
  • Conducted pricing reviews, gap analysis, and successfully negotiated terms with insurers to optimize client outcomes
  • Identified and recommended tailored insurance solutions to enhance client satisfaction and experience
  • Served as the main point of contact for technical queries related to insurance disclosure compliance
  • Provided subject matter expertise (SME) for insurance product and technical inquiries in compliance and business improvement projects

Consultant, Financial Advice Remediation

AMP
05.2017 - 10.2018
  • Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
  • Acted as the 2IC, ensuring smooth execution of responsibilities and maintaining consistent operational standards

Risk Planner

Infinity Insurance Advisers
05.2016 - 05.2017
  • Supported Advisors in risk management by preparing Statements of Advice and negotiating insurance terms
  • Ensured competitive premiums by identifying new opportunities and managing compliance standards
  • Assisted in overseeing the Advisor’s diary and renewals process

Product Development Analyst

AIA Australia
05.2015 - 05.2016
  • Managed product due diligence processes, liaising with actuarial, compliance, and legal teams
  • Conducted competitor analysis and recommended product improvements
  • Identified errors in quoting tools and coordinated with relevant stakeholders to resolve issues


Senior Product Analyst, Corporate Super

AMP
07.2013 - 05.2015
  • Maintained life insurance policy content and acted as a SME for technical queries and policy interpretation
  • Negotiated better pricing and product terms to retain large clients
  • Prepared market analysis and developed self-service tools for product knowledge gaps
  • Managed product backlog effectively to ensure timely delivery of high-priority features without compromising quality or scope.


Group Insurance Analyst

Mercer Australia (Mercer Marsh Consulting)
10.2006 - 07.2013
  • Provided life and disability insurance consulting to corporate clients of Mercer Super Trust
  • Successfully negotiated insurance terms to optimize client outcomes and contributed to complex policy recommendations
  • Managed re-pricing, premiums billing, and training offshore/onshore staff to ensure process accuracy
  • Provided exceptional customer service by promptly addressing inquiries, concerns, and requests related to policy changes.
  • Assisted in developing marketing materials for targeted outreach campaigns, increasing brand visibility within key demographics.

Education

Bachelor of Business - Finance and Economics

Deakin University
Melbourne, VIC

Diploma of Financial Services - Financial Planning

Association of Superannuation Funds of Australia
Melbourne, VIC

Short Course in Product Management -

Melbourne Business School

Skills

  • Problem Solving
  • Attention to Detail
  • Team leadership & development
  • Client relationships
  • Business Development
  • Communication
  • Strategic Planning
  • Subject matter expert
  • Change management
  • Continuous improvement

Accomplishments

Successfully implemented insurance disclosure for five Product Disclosure Statement releases including Australian Prudential Regulation Authority regulatory changes. Received recognition from senior management for performance in driving the success of the disclosure releases.

Timeline

Senior Business Analyst, Incident Management

Insignia Financial / MLC Wealth
11.2021 - 01.2024

Consultant, Product Insurance

MLC Wealth / National Australia Bank
10.2018 - 06.2021

Consultant, Financial Advice Remediation

AMP
05.2017 - 10.2018

Risk Planner

Infinity Insurance Advisers
05.2016 - 05.2017

Product Development Analyst

AIA Australia
05.2015 - 05.2016

Senior Product Analyst, Corporate Super

AMP
07.2013 - 05.2015

Group Insurance Analyst

Mercer Australia (Mercer Marsh Consulting)
10.2006 - 07.2013

Short Course in Product Management -

Melbourne Business School

Bachelor of Business - Finance and Economics

Deakin University

Diploma of Financial Services - Financial Planning

Association of Superannuation Funds of Australia
Natalie Peiris