Summary
Overview
Work History
Education
Leadership & Service
Skills & Strengths
Interests & Hobbies
References
Timeline
Generic

George Thomas

DOB: 12/12/1998
Dunedin, New Zealand

Summary

Ambitious and dedicated insurance professional with a Bachelor of Commerce in Marketing & Management from the University of Otago and a solid foundation from Otago Boys High School. With four years of progressive experience in the insurance industry, I began my career as a personal lines broker, where I honed my skills in client relationship management and tailored insurance solutions. My proven ability to deliver exceptional service and results led to my promotion to a commercial insurance broker, where I now specialise in developing comprehensive risk management strategies for businesses. Known for creating strong, lasting client relationships through my client centric approach I am eager to continue growing my expertise to drive the success and growth of my career in the insurance industry.

Overview

6
6
years of professional experience
10
10
years of post-secondary education

Work History

Insurance Broker - Commercial

Gallagher Insurance
01.2023 - Current
  • Provided exceptional customer service in organising insurance renewals and endorsements whilst addressing any concerns or questions from over 200 clients promptly and professionally.
  • Negotiated favourable terms for clients during transactions, maximising protection for their business.
  • Built strong lasting relationships with both clients and insurer partners allowing me to have great success with retention and winning new business opportunities.
  • Assumed a leadership role to supervise and guide the work and development of my broker associate.
  • Conducted research to answer questions and handled issues using multiple systems and resources.

Insurance Broker - Personal Lines

Gallagher Insurance
03.2021 - 01.2023
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio transactions.
  • Answered inquiries and provided information to insurer representatives, distributed appropriate paperwork, and handled quote requests to deliver excellent customer support.
  • Developed a reputation for integrity and good conduct within the broker community, leading to increased trust from clients, insurers, colleagues and management.

Teacher's Aide

Balmacewen Intermediate
01.2019 - 02.2021
  • Supported student learning objectives through personalised and small group assistance.
  • Tutored struggling students individually and in small groups to reinforce learning concepts.

Education

New Zealand Certificate in Financial Services - General Insurance

Open Polytechnic
New Zealand
06.2021 - 10.2022

Bachelor of Commerce - Marketing, Management

University Of Otago
Dunedin
02.2017 - 10.2020

NCEA Levels 1&2 (Merit), NCEA Level 3 -

Otago Boys High School
Dunedin
01.2012 - 11.2016

Leadership & Service

2024-Present - Gallagher Dunedin Social Club Committee

2024-Present - Kaikorai Premier 2 Rugby Team Coach

2022-Present - Kaikorai Rugby Football Club Committee

2018-2024 - Kaikorai Premier Rugby Team Player

2017 - Otago Boys High School Under 15 Rugby Coach

2016 - Park House Leader, Otago Boys High School

2016 - Vice Captain, Otago Boys High School 1stXV Rugby

2016 - Captain, Otago Boys High School Rugby Sevens National Tournament Team


Skills & Strengths

Insurance Knowledge 

Understanding of various insurance products including Property, Liability & Motor, risk management strategies, and industry regulations. 


Relationship Management 

By building strong relationships with insurers and presenting detailed submissions, I consistently secure favorable terms for my clients. This strategic approach not only meets client needs but also strengthens client relationships and enhances retention. By aligning insurance solutions with client objectives, I ensure satisfaction for both clients and insurers.


Teamwork and leadership

My experience in team sports has been instrumental in shaping my teamwork and leadership skills. Playing sports has taught me the value of collaboration, communication, and working towards a common goal. I can now thrive in team work environments, where I can contribute to collective success and support others in achieving their best.


Written and Verbal Communication Skills

I possess strong written and verbal communication skills, ensuring clarity and professionalism in all interactions. However, I also recognize the importance of verbal communication and know when it's more efficient to pick up the phone to resolve issues or facilitate discussions. This balanced approach allows me to adapt to different situations, ensuring effective communication that meets the needs of clients and colleagues alike.


Time Management

I have learned the importance of time management, effectively balancing the demands of annual renewals and day-to-day transactions for over 200 clients. My ability to prioritize tasks and streamline processes ensures that each client receives timely and attentive service. Despite the high volume of accounts, I consistently exceed my new business budget allocation, demonstrating my efficiency and dedication to growth. This skill allows me to maintain existing client relationships while contributing to business success.



Interests & Hobbies

  • My interests and hobbies are centered around maintaining an active lifestyle. From a young age, I have been actively involved in team sports such as rugby, cricket, and basketball, fostering a competitive spirit. My passion for sports during my school years has inspired me to continue leading an active lifestyle, primarily through playing rugby and staying fit by running and going to the gym. Additionally, socialising with friends often revolves around viewing sporting events.
  • I have spent a lot of time over the years holidaying in Wanaka, Central Otago where I am able to enjoy hobbies such as boating, water sports, and snow skiing.
  • Growing up, family holidays sparked a keen interest in traveling and experiencing new cultures. I am very fortunate to be well traveled at a young age.
  • I have recently become an uncle to two nephews and love taking any opportunity to catch up on their progress.

References

Darren Munro - Regional Manager, Gallagher Insurance 

Email - darren.munro@ajg.co.nz

Phone - +64272862393


Catrina Begg - Group Broking Manager, Gallagher Insurance 

Email - catrina.begg@ajg.co.nz

Phone - +64274333044

Timeline

Insurance Broker - Commercial

Gallagher Insurance
01.2023 - Current

New Zealand Certificate in Financial Services - General Insurance

Open Polytechnic
06.2021 - 10.2022

Insurance Broker - Personal Lines

Gallagher Insurance
03.2021 - 01.2023

Teacher's Aide

Balmacewen Intermediate
01.2019 - 02.2021

Bachelor of Commerce - Marketing, Management

University Of Otago
02.2017 - 10.2020

NCEA Levels 1&2 (Merit), NCEA Level 3 -

Otago Boys High School
01.2012 - 11.2016
George ThomasDOB: 12/12/1998