Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Senior Underwriter, National Accounts
Allianz Australia
11.2017 - 02.2023
Renewal, Endorsement of large motor dealership commercial insurances
Lines consisting of Property (ISR, Motor, Machinery, Hail) and Casualty (Liability, Professional Indemnity, Employee Practices)
Approx GWP of these accounts was $35m.
Write bespoke endorsement wordings to tailor standard insurance contracts to meet needs of customers.
Escalate referrals to Chief Underwriting Officer of Allianz Australia.
Undertake peer reviews and assist with internal audit requirements
Provide guidance to Claims Technicians on policy wordings, endorsements.
Create claims reports with commentary on outstanding matters
Adhere to Corporate governance and Global underwriting criteria
Relationship Management of Brokers associated with this Customer base throughout Australia.
Applied knowledge of underwriting guidelines to maintain compliance with applicable regulations and company standards.
Guided, mentored and coached underwriters in both technical and professional skills, instilling best practice and company standards.
Controlled loss by assessing risk, conducting system analysis, and recommending policy solutions.
Met with Senior Management and brokers to negotiate coverage, price, and service delivery.
Documented underwriting decisions and provided evidence of compliance with applicable regulations.
Dealer Underwriting / Commercial Manager
Allianz Australia
12.2007 - 11.2017
Primary function of the Dealer Underwriting team was to protect Allianz’s distribution of CTP and retail products through underwriting of commercial insurances for franchised dealerships.
Ensured team of 8 underwriters adhered to company processes, procedure and service levels.
Ensured that reinsurance was correctly placed, processed and paid.
Ensured that all documentation used in the release of quotes, renewals etc was compliant and kept up to date – made changes accordingly and distributed to underwriters.
Acted as referral point for underwriting decisions, standards, claims staff, credit control, processing
Assisted with internal and external auditors with Compliance/Risk Audit
Work with Allianz Risk Consultant Management team to ensure parameters of Surveys were maintained, and in line with ever changing business activities
Write and release Underwriting Instructions for Product
Write and release Supplementary Product Disclosure documents (SPDS)
Involved with Claims mediation discussions
Delegation of General Manager’s Underwriting Authority regularly provided.
Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
Evaluated applications to determine insurance coverage and appropriate risk classifications.
Collaborated with other professionals to develop innovative underwriting solutions.
Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement.
Skilled at working independently and collaboratively in a team environment.
Self-motivated, with a strong sense of personal responsibility.
Managed time efficiently in order to complete all tasks within deadlines.
Demonstrated respect, friendliness and willingness to help wherever needed.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Cultivated interpersonal skills by building positive relationships with others.
Education
ANZIIF (Assoc) - Property & Liability Insurance
ANZIFF
Melbourne, VIC
01.1995
High School Diploma -
Maryborough State High School
Maryborough, QLD
11.1980
Skills
Quality Assurance
Critical Thinking
Organization and Time Management
Good Telephone Etiquette
Time Management
Decision-Making
Flexible and Adaptable
Active Listening
Microsoft Word
Interpersonal Communication
Training
Terrorism Insurance Act 2003 FSRA General Insurance FSRA General Knowledge FSRA Dealing and Advising Privacy Act Workplace Heath and Safety Equal Employment Opportunity General Insurance Code of Practice Information Security Code of Conduct Allianz Underwriting Accreditation Allianz Leadership Excellence Allianz One Customer Service