Axa Australia Commenced May 2010

Main accountabilities

• Project manage – projects to deliver product developments to current and new clients.
• Research – competitor market and report on market developments and trends.
• Client queries – attend to internal and external client queries and issues.
• Maintain – collateral disclosure material such product disclosure statements, online ,material and printed material.

Major achievements 

• Project managed and delivered the 2010 product enhancements.
• Organized and facilitated 2010 market briefing session for advisers and brokers in Melbourne and Sydney.
• Delivered an online underwriting form to facilitate clients to increase their insurance benefits.

Life insurance products  - Assistant Product Manager

Aviva Australia  2005 - May 2010

Main accountabilities

• Research and benchmark Life insurance providers using adviser research software including:  Iress IQM+, Cannex & Coin.
• Provide advice and support on technical product issues to Financial Advisers, key stakeholders including technical, operations and Business Development Managers.
• Attend to special deals for Financial Advisers requiring pricing adjustments.
• Generate product reviews detailing issues, deficiencies and areas for improvement for protection products.
• Project manage product development cycle ensuring all technical and compliance requirements are met.
• Develop and maintain Product Disclosure Statements and other print and online material.
• Test and maintain quoting software.

Major achievements 

• Project managed Aviva’s 1st direct insurance product. Tasks included designing product, creation of PDS/policy document and delivering a straight through online application form. 
• Project managed the transfer of group life business from AIA to Aviva.    The project required intense analysis and negotiations with stakeholders and new policy documents.

Corporate Superannuation, retirement and investment products - Assistant Product Manager

Aviva Australia 2001-2005

Main accountabilities

• Deliver product development initiatives, ensuring buying from all stakeholders.
• Research competitor offering to facilitate market position.
• Manage the production of product disclosure material, annual reports and marketing material for the above products.
• Provide support and training for operations, distribution and marketing.
• Write Trustee papers for superannuation changes to products.

Major achievements 

• Project managed the group life insurance tender.  Tasks included: the set up of a tender document, assisting in analysis of submissions and seeking approval from Trustee for the change of insurer.
• Delivered corporate super website facility. Tasks included design input, seeking feedback from internal and external customers and testing.
• Re-branding Norwich Union branded disclosure documents to Aviva ensuring redesign of printed material and website facility comply with marketing guidelines.

Corporate Superannuation - Product Analyst

National Australia Financial Management Limited (Part of MLC Wealth)

September 2000 to October 2001

Main accountabilities

• Maintain product material including PDS to comply with superannuation legislative changes.
• Take part in projects to streamline MLC and NAB processes.
• Re-branding of NAB disclosure documents to align with MLC standards.

Client Relationship Manager for High Value Clients

National Australia Financial Management Limited (Part of MLC Wealth)

July 1999 to September 2000

Main accountabilities

• Build relationship with High Value clients ensuring all tasks and queries are attended to at a high quality.
• Deliver administration tasks:  Benefit Payments, Group Tax Reporting, Investment switches, process Rollovers and Annual Reviews.

Client Service Manager - Administrator

William M Mercer Pty Ltd

October 1997 to July 1999

Main accountabilities

• Process benefit payments, annual reports, pay out quotes, investment switches, rollovers, group tax reporting and Reasonable Benefit Limit Reporting
• Answer complex member and employer queries that come in via the call centre and e-mail.
• Organise and present member and employer presentation on topics such as, pre-retirement, spouse super, topping up in super, retrenchments etc
• Attend to members appointments
• Market products such as Mercer Financial Planning, Allocated Pensions, Spouse Super, Top Up Super, Insurance etc.
• Train new admin staff/call centre on technical issues