STEPHEN O'GORMAN
Sydney,NSW
Summary
Highly motivated and results-driven insurance professional with extensive experience across Ireland and Canada. I have successfully held diverse roles within the insurance industry, including claims handling, sales, underwriting, and warranty services. Throughout my career, I have consistently excelled in delivering high-quality service, achieving targets, and building strong client relationships.
My broad industry knowledge allows me to approach challenges with a well-rounded perspective, ensuring effective problem-solving and tailored insurance solutions. I am skilled in negotiating, risk assessment, and policy development, with a commitment to maintaining compliance and driving customer satisfaction. Recognised for my adaptability, attention to detail, and strong work ethic, I thrive in both fast-paced team environments and independent roles.
Overview
9
9
years of professional experience
Work History
Farm Labourer (Regional Work)
Howe Farming
03.2025 - 06.2025
- Operated tractors and farm machinery to assist with daily banana farm operations and transport tasks.
- Performed de-suckering of banana plants to promote healthy crop growth and maximise fruit yield.
- Applied diesel treatment to unwanted banana trees to prevent regrowth and maintain plantation efficiency.
- Assisted with general farm maintenance, including irrigation checks, weed control, and clearing of debris.
- Worked effectively as part of a team to meet farm production targets and ensure a safe working environment.
New Business Sales Executive
Arachas Corporate Brokers
06.2024 - 01.2025
- Proactively generated new business opportunities through cold calling, networking, and responding to inbound enquiries.
- Conducted detailed fact-finding to understand client needs and recommended tailored insurance solutions for motor, home, and van policies.
- Delivered clear, compliant product explanations to help clients make informed purchasing decisions.
- Built and maintained strong relationships with prospective customers to maximise conversion rates and drive revenue growth.
- Accurately prepared and processed quotes, proposals, and policy documentation in line with company and FCA guidelines.
- Consistently achieved and exceeded individual sales targets and key performance indicators (KPIs).
- Maintained up-to-date knowledge of general insurance products, market trends, and competitor offerings to identify opportunities and stay competitive.
- Supported new team members by providing guidance, sharing product knowledge, and assisting with system training to ensure smooth onboarding.
- Liaised with insurance providers to negotiate discounts, arrange bespoke cover, and ensure policy terms met clients’ specific requirements.
- Created clear, step-by-step PDF guides for internal teams to follow when processing transactions, ensuring consistency and efficiency
INSURANCE ADVISOR
Westland Insurance
12.2022 - 03.2024
- Serve as an advocate for clients in disputes between them and insurers or third parties
- Utilize effective communication skills to build trust with customers while discussing complex topics related to insurance products
- Research new products in order to provide tailored recommendations for each customer's individual needs
- An example of this would be cross selling earthquake deductible buy down policies to condo owners with insufficient cover on there existing policies
- Negotiate with underwriters for improved coverage and lower premiums for clients
- Cultivate relationships with vendors to ensure competitive rates were available for customers
- Handle a portfolio that need to be rewritten from iQ Insurance to Westland as they have recently acquired the company
- Communicate the changes in operations to all our clients so they renewal process is clear, concise and easy for the clientele
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
CLAIMS REPRESENTATIVE
WBI Home Warranty
06.2022 - 12.2022
- Interviewed policyholders to verify information and obtain additional details
- Examine reports, accounts and evidence to determine integrity and accuracy of information
- Work productively in fast-moving work environment to process large volumes of claims
- Follow up with customers on unresolved issues
- Tasked with the handling notified Home Warranty claims by homeowners, Property managers and Strata Representatives
- Liaise and help homeowners through the claim process providing guidance and customer service on all queries
- Process and recorded new claims and all associated documents
- Checked documentation for accuracy and validity on updated systems
- Carried out administrative tasks by communicating with clients, distributing mail and scanning documents
- Generated, posted and attached information to claim files
- Prepared insurance claim forms or related documents
CUSTOMER CARE MANAGER
Aspen Clean
11.2021 - 06.2022
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution
- Performed duties and provided service in accordance with established operating procedures and company policies
- Worked with a team of sales agents, who provided customers with insurance quotations for car, van and home insurance
- Created new sales opportunities by cross selling our other insurance products
- Actively work toward an income target every month
- Carried out day-to-day duties accurately and efficiently
NEW BUSINESS SALES AGENT
Arachas Corporate Brokers' Marine Point
11.2020 - 10.2021
- Handled an inbox of leads from customers seeking quotations
- Called the customers and tracked the results of the calls
- Worked toward a monthly target for sales
- Helped my team coach track and record monthly hit rates for home and motor insurance sales
- Created cross sell opportunities by advising customers of our other available products
ACCOUNT HANDLER
Arachas Corporate Insurance Brokers' Marine Point
09.2019 - 11.2020
- Dealt with client's personal lines insurance policies, which included home, car and van insurance
- Responsible for processing any amendment clients wished to make on their policy
- Created cross sell opportunities by advising customers of our other insurance products
- Issued new customers with insurance certificates and ensured tasks were set up to follow up on outstanding documents
SALES AGENT
Zurich Insurance' Limekiln House
06.2017 - 08.2019
- Worked with a team of sales agents, who provided customers with insurance quotations for car, van and home insurance
- Advised customers of the Zurich policy, by advising them of the policy benefits and the cover limitations
- Created new sales opportunities by cross selling our other insurance products
- Handled an inbox of leads from customers seeking quotations
- Worked toward a monthly target for sales
CLAIMS HANDLER
Zurich Insurance' Limekiln House
09.2016 - 06.2017
- Worked with a team of motor damage claims handlers
- Processed new claims notifications and guided customers of the documents required to proceed with a claim
- Contacted trades people from a network of approved professionals and arrange for them to make repairs on the policyholder's and third parties vehicles
- Liaised with solicitors, as well as other legal and claims professionals, and negotiate the terms of a claim
- Called customers with updates on their claims to ensure the customer is treated fairly and that the customer receives excellent service
Education
BACHELOR OF ARTS (B.A.) - FINANCIAL SERVICES AND INSURANCE
Sligo Institute of Technology
Sligo09.2019
Skills
- Underwriting expertise
- Account management expertise
- Customer service
- Client relations
- CRM software
- Reporting skills
Timeline
Farm Labourer (Regional Work)
Howe Farming
03.2025 - 06.2025
New Business Sales Executive
Arachas Corporate Brokers
06.2024 - 01.2025
INSURANCE ADVISOR
Westland Insurance
12.2022 - 03.2024
CLAIMS REPRESENTATIVE
WBI Home Warranty
06.2022 - 12.2022
CUSTOMER CARE MANAGER
Aspen Clean
11.2021 - 06.2022
NEW BUSINESS SALES AGENT
Arachas Corporate Brokers' Marine Point
11.2020 - 10.2021
ACCOUNT HANDLER
Arachas Corporate Insurance Brokers' Marine Point
09.2019 - 11.2020
SALES AGENT
Zurich Insurance' Limekiln House
06.2017 - 08.2019
CLAIMS HANDLER
Zurich Insurance' Limekiln House
09.2016 - 06.2017
BACHELOR OF ARTS (B.A.) - FINANCIAL SERVICES AND INSURANCE
Sligo Institute of Technology
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