Highly accomplished and results-driven insurance and business professional with over 8 years of experience across the New Zealand financial services sector, including commercial insurance broking, claims management, and underwriting. Proven expertise in complex client relationship management, negotiation with insurers, and driving business growth. Adept at leading teams and establishing strategic business partnerships, I am dedicated to maximizing client value and operational efficiency.
As Managing Partner, I've combined strategic thinking with a client-first approach to build a brand that empowers individuals to pursue international opportunities with confidence. From guiding students toward world-class education to helping professionals and families navigate complex immigration pathways, I take pride in turning global aspirations into achievable outcomes. With a strong focus on business development, partnerships, and service excellence, I lead Prime Axis Overseas toward sustainable growth and impact—both locally and globally.
- Deliver exceptional experiences by cultivating and maintaining strong relationships with midmarket clients, ensuring their unique needs are met with precision and care.
- Drive timely and efficient renewal processes, demonstrating a proactive approach to maintaining comprehensive client coverage and long-term partnerships.
- Oversee policy alterations, endorsements, and the establishment of new policies and finance agreements with meticulous attention to detail and efficiency.
- Promptly address client queries and manage premium collections, contributing to financial stability and a seamless client experience.
- Provide expert product advice and proactively suggest tailored solutions, aligning with the specific requirements of each client to enhance their coverage and risk management strategies.
Managing SME & Midmarket client relationships by delivering an outstanding client experience.
Management of renewals ensuring that they are completed on or before expiry dates.
Servicing of alterations, endorsements and setting up new policies and finance agreements.
Resolve client queries and manage the collection of premiums.
Deliver product advice and proactively refer products that are appropriate to the needs of the client.
- Manage national scheme partner relationships in conjunction with Partnerships team.
- Maintain client relationships by delivering an outstanding client experience.
- Work with insurers to negotiate and enhance offer for scheme clients
- Management of renewals ensuring that they are completed on or before expiry dates
- Working with broker support to ensure timely completion of client alterations, endorsements and setting up of new policies and finance agreements.
- Resolve client queries and manage the collection of premiums
- Deliver product advice and proactively refer products that are appropriate to the needs of the client.
- Analyzing auto insurance claims (personal/commercial) including complex & unusual ones and ascertaining if they are covered under the policy;
- Investigating thoroughly and determining whether to accept or deny claims;
- Negotiating settlement of motor claims according to the policy provision;
- Assisting claims adjusters in unusual claims and authorizing claims payments;
- Setting reserves on payment and disbursing funds to clients;
- Coordinating with the police and collecting a copy of the accident reports.
- Following up on referrals sent by Personal Insurance team through different channels (Branches & Contact Centres), making outbound calls and researching clients business to identify opportunities & their insurance needs;
- Liaising with clients to ascertain their precise Business insurance requirements;
- Underwriting & producing a detailed quotation for their business insurance, securing and booking an appointment to follow up on the same;
- Selling needful insurance products to our clients depending on their business needs;
- Portfolio management of existing company clients to ensure that all runs smoothly.
- Available to answer and process inbound sales and service calls covering Insurance products, queries, billing complaints and compliments;
- Assists with the growth and retention of the company's core business by selling insurance policies and identifying cross-sell and up-sell opportunities through customer contacts and by following the appropriate process to hand over the lead;
- Explaining to the client's details of insurance and conditions, risk coverage, premiums and benefits of companies cover;
- Reviewing & Renewing existing policies, amending existing policies, preparing quotes for new & existing clients, calculating premiums and establishing the method of payment;
- Contributes to the integrity of data by:
Performed direct sales as a senior sales representative and worked with the component sales team in order to ensure that deliverables meet business requirements through Strategic consulting, Sales strategy development.
- Relationship Management;
- Researching markets to identify opportunities for events;
- Liaising with clients to ascertain their precise event requirements;
- Producing detailed proposals for events (e.g. timelines, venues, suppliers, legal obligations, staffing, and budgets);
- Securing and booking a suitable venue or location;
- Coordinating staffing requirements and staff briefings;
- Selling sponsorship/stand/exhibition space to potential exhibitors/partners;
- Coordinating suppliers, handling client queries and troubleshooting on the day of the event.
The role involved Researching markets to identify opportunities for events; Liaising with clients to ascertain their precise event requirements; Producing detailed proposals for events (e.g. timelines, venues, suppliers, legal obligations, staffing, and budgets); Securing and booking a suitable venue or location; Coordinating staffing requirements and staff briefings; Selling sponsorship/stand/exhibition space to potential exhibitors/partners; Coordinating suppliers, handling client queries and troubleshooting on the day of the event.