Sue Freeman

Experienced professional with a background in Life, Trauma, Disability and Medical Underwriting.

Hardworking, proactive nature with a passion for helping people meet their needs.

Strong organisational skills eager to deliver professional customer service that meet business requirements and work collaboratively within a team.

I volunteer in a private capacity, helping within the community.

UCOL - New Zealand Certificate in Business (Administration and Technology) Level 3 Certificate with A+ in all subjects.

• Improve and maintain administration services to meet business requirements.
• Process data and produce specialist documents for business information.
• Deliver professional customer service that meet business requirements and work collaboratively within a team.
• Financial calculations to produce comprehensive business information.

Underwriter

• Assessed risk and determined appropriate terms and conditions in line with product wording and reinsurance guidelines.
• Applied knowledge of underwriting guidelines to maintain compliance with applicable regulations and company standards.
• Requested medical notes, financial reports and other relevant information to assess risk for specific products by interpreting medical, occupational and financial information.
• Using company data systems to input medical notes and financial information.
• Consulted with Reinsurers on large and sub-standard cases.
• Consulted with Chief Medical Officer on complex medical cases.
• Discussed non-standard terms with Brokers.
• Supported and offered guidance to Junior Underwriters, approving cases with authority limits less than mine.
• Skilled at working independently and collaboratively in team environment.
• Skilled at prioritising.
• Built strong relationships with brokers.
• Career progression from Junior Underwriter to Senior within 7 years.

Team Trainer

• Trained new staff on company data systems.
• Provided product training and how different products work together.
• Trained employees in customer service and performance requirements.
• Taught new team members correct procedures for all areas of operations.
• Cross-trained existing employees to maximize team agility and performance.

Customer Service Consultant

• Developed and maintained relationships with brokers.
• Dealt with all aspects of new business and existing business.
• Managed queries from customers and brokers, resolving or escalating customer complaints.
• Processed quotes in new business and existing business.
• Processed renewals, endorsements and cancellations.
• Processed payments and consulted with brokers and customers regarding outstanding premiums and made adjustments and policy cancellations where necessary.

• Carin Diedericks - Principal Underwriter at Asteron Life

     Phone: 027 488 4257

• Sue Stevenson - Lecturer at Universal College of Learning (UCOL)

     Phone: 027 428 8829

• Kim Butters - Lecturer at Universal College of Learning (UCOL)

     Phone: 027 711 0512