ROCHELLE RAMSAY

This role was created while I was on maternity leave, and it excited me as it combines everything I enjoy.

My current focus is on the design, start up and delivery of our personal insurance product, Booster SmartCover, which is a new focus area for Booster.

I also consult and am involved in the design of other key products and solutions.

• Design of Booster SmartCover.
• Advisers advocate for product development.
• Support, train, and manage the relationships with the advisers who use this product.
• Support and train the Relationship Managers, and other internal staff, on the product.
• Market research to ensure we are staying relevant
• Collaborate and build relationships with key stakeholders, both internal and external.
• Attend conferences, and events when required
• Develop training material, present the training and ensure all relevant documents remain up to date.

Two years after becoming a Relationship Manager for Booster, I had the opportunity to step into a more senior role and manage the Adviser Team.

Most of my current responsibilities came with me, along with new challenges and opportunities.

• Maintain and build new nationwide relationships with big adviser groups, key advisers, and industry groups.
• Support, mentor, grow, and manage seven staff members (relationship managers and support staff).
• Support current advisers.
• Develop, test, and execute new technology and products.
• Provide senior management and decision-making when required.
• Successfully handle and resolve any adviser complaints or escalations when required.

Moving back to Wellington from Auckland led me to the opportunity of joining Booster.

This role was mainly focused on KiwiSaver and investment advisers, many of whom I already had existing relationships with due to my prior roles.

• Supporting current advisers on any query in relation to the Booster.
• Recruiting other quality advisers to use Booster products.
• Mentoring and training both advisers and internal staff.
• Advocating on behalf of advisers when something goes wrong.
• Successfully handle and resolve adviser complaints and feedback.
• Business growth (both Booster and advisers).
• Improving the retention of advised clients.
• Compliance support.
• Helping to develop, implement, and roll out new technologies.
• Attend conferences, client events, and travel frequently.

Managed a panel of 48 franchises (generally the larger ones across New Zealand) to grow and develop their business.

• Employing and recruiting staff.
• Buying and selling of books.
• Business and cash flow planning.
• Being an accountability buddy.
• Training of new staff members.
• Helping business owners to identify clients to cross-sell personal insurance to.
• Compliance support
• Center point of contact for all franchises.

Supporting over 140 advisers within my area (Taupo, Wellington, including Hawkes Bay, and Taranaki).

• Recruiting quality advisers under the Kepa Group.
• Retention of current advisers.
• Increase adviser efficiency and productivity.
• Training and development of advisers and businesses.
• Promoting Kepa events and encouraging attendance.
• Developing and maintaining key relationships with other external stakeholders, such as Life Insurance BDM’s from all providers