Peter Davey

• Initially employed in a Learning and Development role to train network brokers on the SCTP, I soon transitioned to Broker Services where I was responsible for all SFG brokers within Victorian and Tasmania.
• When the BDM team was disbanded in 2021, I stepped into a newly created National Business Manager for SCTP. Following the completion of SFG target of $1 billion GWP on SCTP, I was promoted to National Business Manager within the Broker Services Team, where I managed insurer partnerships and broker services at a national level.
• Key Responsibilities:
• Working with all SFG equity businesses to ensure Group successful execution of KPI's
• Writing and delivering content for SFG Professional Development Days and Town Halls
• Working closely with non-equity SFG brokerages to identify acquisition opportunities, and completing onboarding process for new members

• I joined Allinsure to lead the people side of the business.
• Despite being highly profitable, a stressful culture internally created anxiety among staff resulting in a high turnover of capable brokers.
• Over the course of 18 months leading the Canberra team, we achieved zero broker turnover, achieved the business’s record FY figures, and was recognised by Insurance Business Magazine as the #1 Small Brokerage in Australia.
• In October 2016, I moved back to Victoria with my young family and established a second Allinsure office based in Braeside.
• By late 2017, we had ensured the venture was profitable however I was exhausted and made the decision to exit the business with a view of taking 6 to 12 months off to concentrate on a non-industry venture (Australian Rules football coaching)
• Key Responsibilities (Canberra):
• - Running the day-to-day operations of the business
• - Implementing and monitoring development plans for brokers
• - Managing all key account relationships of Allinsure and servicing a book of $200,000
• Key Responsibilities (Melbourne):
• - Establishing office and local brand
• - Developing a referral network and generating a pipeline of New Business opportunities
• - Remotely monitoring development plans for three brokers in Canberra and one in Melbourne

• I returned to OAMPS and then relocated to the Canberra office in 2013 where I managed the day-to-day broking activities of a portfolio of $480k
• I thoroughly enjoyed my time at OAMPS/Gallagher, and I would not have left had it not been for the opportunity to be a GM and purchase equity in an established, Australian-owned broking business.
• Key responsibilities:
• Servicing a portfolio of businesses with one assistant.
• Managing the claims process from lodgment to settlement of my clients

• Employed to manage the retail portfolio of the business, I soon took on the management of SME accounts <$1500 earn.

Key Responsibilities:

• Solely managing the day-to-day management of a $200k portfolio including claims handling from lodgment to settlement

• A significant life event led me to relocate from Melbourne to Canberra where I was fortunate to step into the management of a Senior Account Manager's portfolio for 12 months while she was on maternity leave.
• This role gave me exposure to Worker's Compensation as well as participation in the local BNI chapter

Key Responsibilities:

- Managing a portfolio of SME and Corporate business >$550k with one assistant

- After being moved to the broker claims team within IAG, I built a strong rapport with several OAMPS brokers, and was offered the opportunity to start my broking career in the Corporate Team in East Melbourne.

- Reporting to the Associate Director of Corporate, I was exposed to several key accounts with a focus on relationship rather than technical broking

Key Responsibilities

- Managing all claims from lodgment to settlement of client within a $900k portfolio

- Attending client meetings

- Acting as first point of contact for all client enquiries and requests

• I began my tenure at Insurance Manufacturers Australia within their RACV brand.
• I was moved into the Broker Claims Team within the CGU brand where I dealt exclusively with OAMPS broker claims.
• Key Responsibilities:
• Managing the full life cycle of domestic motor claims in the vicinity of 100 claims at any one time.
• Promoted to Assistant Team Leader within RACV where I was responsible for training and coaching team members with feedback following call monitored reviews