Yool Yool
Sydney,Australia
Summary
Detail-oriented Insurance Broking Professional with 2 years managing SME portfolios and complex property claims. Expertise in drafting slips and negotiating coverage, with a strong focus on Business Interruption risks. Aiming to apply technical knowledge and client advocacy skills in an International Property Broker role, supporting multinational accounts and complex placements.
Overview
7
7
years of professional experience
Work History
Broker / SME Portfolio Manager
AEI Insurance Broking Group
01.2025 - Current
- Exceeded new business targets by 3×, contributing to pipeline growth and demonstrating strong commercial awareness.
- Liaised with underwriters to negotiate competitive premiums and bespoke coverage terms, enhancing client value.
- Advised clients on coverage implications, restrictive clauses, and risk mitigation to ensure optimal protection beyond price.
- Manage end-to-end renewals for a diverse SME portfolio across property, motor fleet, and commercial lines.
- Provide Business Interruption analysis and advisory, including complex exposure assessment for multi-location clients.
- Managed property and motor claims from lodgement to resolution, coordinating with insurers, assessors, and clients to achieve timely resolutions.
- Draft and review policy documentation, renewal summaries, and submission slips for underwriter review; experience transferable to London market slips.
Commercial Office Leasing Agent
Hartigan Bolt Commercial Property Agents
08.2022 - 08.2024
- Delivered leasing services, including lease negotiations and property inspections, ensuring compliance with standards to meet client needs.
- Conducted credit checks and prepared leasing documentation to facilitate smooth transaction processes.
- Cultivated communication and relationship-building skills to enhance client interactions and support international client management.
Assistant Retail Property Agent
CBRE Sydney
01.2019 - 12.2019
- Conducted market research and assessments to identify opportunities for potential retail clients.
- Conducted market research to support property valuations and investment analysis.
- Managed client communications to facilitate timely responses and enhance client relationships.
- Prepared reports and presentations for internal and client use.
- Developed early skills in client advisory and commercial reporting.
- Retail Division
Education
Bachelor of Property Management - Development and Valuation
International College of Management
Sydney03-2026
NSW Higher School Certificate -
St. Stanislaus College
Bathurst01-2017
Skills
- End-to-end broker experience
- Commercial property insurance
- Property and Business Interruption risk advisory
- Slip drafting
- Policy documentation review
- Underwriting liaison
- Insurance claims
- Risk assessment
- Coverage explanation
- Commercial negotiation
- Client advocacy
- Client advisory
- Relationship management
- Relationship building
- Negotiation expertise
Accomplishments
- High-performance sport: Australian U20 Wallabies Rugby squad (2018–2019), Rugby 7s Representative, Manly Marlins Opens 2020
- Volunteer & Leadership: St Vincent DePaul Society (Spiritual Advisor), Green Team volunteer, Head of Sports Committee, Xavier House Captain
References
Available on Request.
Timeline
Broker / SME Portfolio Manager
AEI Insurance Broking Group
01.2025 - Current
Commercial Office Leasing Agent
Hartigan Bolt Commercial Property Agents
08.2022 - 08.2024
Assistant Retail Property Agent
CBRE Sydney
01.2019 - 12.2019
Bachelor of Property Management - Development and Valuation
International College of Management
NSW Higher School Certificate -
St. Stanislaus College