Accomplished Operations leader with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in problem solving and collaborative and solutions focused mindset. Ready for challenges and focused on meeting future demands.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Chief Operating Officer
Lockton Companies NZ Limited Partnership
09.2021 - 01.2023
Member of the Leadership team
Responsibility for the operational strategy for Lockton NZ as a start-up.
Developed operational excellence framework for Lockton NZ by implementing efficient processes and systems across broking, finance, compliance, risk management, HR, training and IT.
Established company reputation by building strong relationships with clients, insurer partners, and internal and external stakeholders.
Member of ANZ Project team and Steering Committee to implement a new technology solutions to streamline broking and finance processes, operations, automate manual tasks, and improve overall efficiency levels and client experience.
Implemented continuous improvement initiatives to improve efficiency, reduce costs and meet client goals and objectives.
Mentored colleagues, formally and informally by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
Established day-to-day operations to set up organization to ensure smooth running while meeting business goals.
Monthly reporting and analysis of data to identify areas of weakness and implement solutions.
Negotiated contracts and agreements to secure favourable terms and maximize profits.
Collaborated with legal, finance and other professional teams to review and maintain compliance with regulations.
Responsibility for complaints, risk identification and management and other key company policies
New Zealand Operations Manager
Willis Towers Watson
08.2015 - 08.2021
Member of the Leadership Team
Responsible for the claims and operational processes for Willis NZ including the Mumbai Hub support team
Championed a culture of operational excellence and superior client service across the business
Team leadership, in addition to leading process improvement and change management across the business.
Project management, design and coordination of tactical of action plans to execute project deliverables with key stakeholders.
Member of the ANZ project and steering committees to develop and implement a new broking system for clients and brokers.
Development and delivery of training for new legislation
Contribution to ANZ budget planning and management including oversight of Mumbai forecasting and monitoring to ensure KPI's are met.
Improved operational efficiency by streamlining processes and implementing cost-saving measures.
National Client Services Manager /Account Director
Willis Towers Watson
08.2006 - 07.2015
Responsible for overall exceptional client service delivery and relationships for corporate clients for all aspects of risk and insurance including claims.
Advanced, comprehensive knowledge of the insurance industry, with extensive background in implementation of risk transfer and risk financing programs, experience with overview of risk engineering programs, analysis of business interruption exposures, and assessment of corporate property valuations
Supervise and support Financial Advisors in regards to the firm's insurance business to ensure firm policies and industry regulations are adhered to
Build and manage relationships with Insurers and Third Party providers to ensure best outcomes for clients
Develop client service plans in line with client objectives and business decisions with reporting against the plan, frequently at Board level
Developed strong relationships with key clients leading to increased retention rates and long-term partnerships.
Identified potential upselling opportunities and presented tailored service offerings to existing clients, resulting in revenue growth.
Managed a diverse portfolio of clients across various industries, demonstrating adaptability and expertise in catering to specific needs.
Resolved complaints and escalated issues with professionalism, maintaining client trust and safeguarding the company's reputation.
Conducted regular reviews with clients to assess their satisfaction levels, gather feedback, and address any areas of concern.
Principal
Marsh
09.2003 - 07.2006
Client service delivery for corporate clients including the management of claims.
Managed diverse portfolio of clients across various industries, demonstrating adaptability and expertise in catering to specific needs.
Developed client service plans in line with client objectives including adjunct services to provide holistic offering to clients.
Vice President
Marsh
02.2000 - 06.2003
Responsibility for the negotiation and delivery of property and risk management programmes for key domestic and global clients, including claims.
Co-ordinating the global network to provide integrated services to clients in order to access the best insurance solutions and coverage worldwide.
Managing a team responsible for overall service delivery to clients.
Key stakeholder and insurer relationship management to ensure optimum client outcomes.
Insurance Officer
Marsh
09.1996 - 02.2000
Servicing and underwriting of international captive accounts with particular responsibility for French clients.
Implementation and development of captive programmes and solutions.
Company representation at Board level.
Account Executive
SINSER (Ireland) Limited
08.1994 - 09.1996
Captive account management including responsibility for producing monthly financial accounts.
Graduate Trainee
Eagle Star
09.1992 - 08.1994
Responsibility for manual actuarial calculations for life and investment policies.
Education
Executive Ready Programme
Women & Leadership Australia
Australia
11.2020
Operational Development Programme
Institute of Leadership Management
London, UK
01.2017
Bachelor of Arts - European Studies
University of Limerick
Limerick, Ireland
09.1992
Skills
Exceptional client & stakeholder management
Planning and Execution
Compliance Management
Operations Oversight
Accomplishments
Elite Woman in Insurance Recipient - 2022 & 2023
Willis Towers Watson Client Advocacy Award - 2012
Marsh NY - Excellence Award Recipient - 2003
Certification
Chartered Insurance Broker (CIB) - IBANZ
Languages
French
Professional Working
Affiliations
Charity & Community - Member of the Corporate, Social & Responsibility Group Lockton NZ
Running, have done 4 half marathons and other running events.
Football, I have 3 football mad boys and can be found on the sidelines every weekend during Winter.
References
References available upon request.
Timeline
Chief Operating Officer
Lockton Companies NZ Limited Partnership
09.2021 - 01.2023
New Zealand Operations Manager
Willis Towers Watson
08.2015 - 08.2021
National Client Services Manager /Account Director