Successful Superannuation and Claims Business professional with over 25 years experience. Focusing on all aspects of Claims and Insurance for the last 15 years.
Overview
36
36
years of professional experience
Work History
Management Consultant
The Waterman Partnership
05.2020 - 05.2024
Build and Maintain Workforce Management, Resource Forecasting and Planning tools
Claims analysis to assist in the Optimisation of the Claims Portfolio Management Reporting
To be the business representative for an Agile Feature team working on new government legislation and the implementation of a new Insurance module from the funds software supplier
Work with stakeholders across the business to ensure that the team delivers short and long term goals
Being an integral part of the feature team by working closely with IM’s, BA’s Designers and Testers to drive development ready for production delivery flow
Interact with broader business stakeholders to improve uptake of insurance and claims solutions.
Insurance & Claims Technical Senior
UniSuper
05.2017 - 02.2019
Provide technical support and coaching to the Insurance and Claims team
Insurance & Claims SME on projects and any other activities requiring technical experience and knowledge
Provide reporting and trend analysis in regards to Service Levels, Decision Times and Duration Management
Enhance existing reporting and create new and improved reports for Key Performance Indicators
Preparation of regulatory reporting including APRA self-insurance reports and 6 monthly statement data for on-claim members
Prepare monthly and quarterly reporting for Management and ad-hoc reports as requested
Working with external consultants on building a new Claims reporting tool to replace current reports which will enable greater visibility of claims and enhance data integrity across the 3 main data bases used by the Insurance and Claims team.
Product Analysist (Project Secondment)
UniSuper
12.2016 - 05.2017
Provide SME knowledge to the Manager of Product Development with respect to potential enhancements to the Fund’s insurance offerings to members
Analysis of potential default design solutions under review by the Product team for business usability
Review insurance design requirements, design approach and documentation
Conduct competitor analysis of existing products and provide recommendations for potential enhancements to be considered by the Manager of Product Development
Prepare concepts papers for non-insurance related enhancements to pension products and death benefit payment options.
Senior Claims & Insurance Consultant
UniSuper
07.2013 - 12.2016
Review Death Claim recommendation papers prior to lodgement for IMC meetings
Provide Technical/SME support to the Claims & Insurance team and other departments within UniSuper
Claims & Insurance Technical/SME representative for various Projects and conduct UAT testing
Provide Data Analysis and production of Monthly/Quarterly Service and Ad-Hoc reporting for Claims Manager
Data Analysis and outcomes for regulatory reporting e.g
APRA Self Insurance reports, TAL re-rating
Provide Ad-Hoc data reporting and trend analysis for other areas of UniSuper.
Lead the investigation of reported data issues via root cause analysis and determine the quantity of accounts impacted
Analyse potential linkages between data issues and rectification options
Document the issue analysis and proposed resolution to correct it, including changes to the system(s) affected by the issue and the requirements to restore affected member accounts and any mitigation that may need to be implemented prior to a permanent fix being applied
Stakeholder Management for the approval of proposed resolution with Legal & Compliance, Communications, Product Managers and Business Operations
Conduct Trend Analysis.
Senior Claims & Pensions Consultant
UniSuper
09.2010 - 10.2011
Reviewing Pension and Claims processes to determine ways of increasing quality, service & cost efficiency
Provide subject matter expertise to project staff in regards to the Pensions & Claims team
Acting Team Leader during periods of leave
Escalated written & phone enquiries
Authorising Payments for both Inbuilt/Optional Insurance and Pension products.
Claims & Pensions Consultant
UniSuper
03.2007 - 08.2010
Processing Pension Applications
Running monthly Pension Payroll including reconciliation
Inbound phone enquiries and responding to written enquires
Processing of Inbuilt & External Insurance benefits including calculating the pension arrears payments
Authorising Superannuation and Pension Lump sum payments.