Tracie Wilson
Ohoka,CAN
Summary
Dynamic insurance broker with proven expertise in client relationship management, policy negotiation, and risk assessment. Committed to developing tailored insurance solutions that enhance client satisfaction and retention.
Overview
22
22
years of professional experience
Work History
Broker
Runacres Insurance Limited
Addington, Christchurch
05.2019 - Current
- Managed client accounts and assessed insurance needs.
- Collaborated with underwriters to create customized insurance solutions that meet client needs.
- Negotiated policy terms and pricing with insurance carriers.
- Provided expert advice on coverage options and risk management.
- Facilitated training sessions for junior brokers on industry best practices.
- Maintained up-to-date knowledge of industry regulations and compliance standards.
- Analyzed market trends to identify new business opportunities.
- Cultivated strong client relationships, boosting retention and satisfaction through effective communication.
- Built long-term customer relationships by delivering personalized service and tailored advice.
Branch Manager
Allianz Insurance
Addigton, Christchurch
04.2014 - 04.2019
- Developed strategic plans that enhanced branch performance and elevated client satisfaction.
- Analyzed market trends to identify opportunities for business growth and expansion.
- Coordinated with underwriting teams to expedite policy issuance processes.
- Cultivated strong relationships with brokers to enhance collaboration.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Designed sales and service strategies that increased revenue and boosted client retention.
- Assisted other branches during peak periods and special projects.
- Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
Business Development Manager
Global Transport
, Sydeny
02.2013 - 04.2014
- Forged strategic partnerships with key stakeholders in transportation industry to enhance service reach.
- Analyzed market trends to identify growth opportunities for service expansion.
- Collaborated with cross-functional teams to enhance service offerings and client satisfaction.
- Cultivated client relationships to secure ongoing support and optimize service delivery.
- Implemented business development strategies to align with organizational goals.
- Identified potential clients, built relationships, and negotiated contracts.
- Engaged in weekly meetings with executive leadership team to review progress toward goals and align strategies.
Insurance Broker
Insurics Pty Ltd
Campbelltown, Sydney
05.2004 - 01.2013
- Advised clients on insurance products and coverage options.
- Analyzed client needs to determine appropriate insurance solutions.
- Collaborated with underwriters to assess risk and pricing strategies.
- Developed and maintained strong client relationships, contributing to high retention rates.
- Promoted client retention through high-quality service and follow through.
- Trained new brokers on best practices and industry standards.
- Researched market trends to enhance product offerings and services.
- Conducted market research to identify competitive rates, enabling tailored insurance solutions for clients.
Education
Level 5 in Financial Services (General Insurance) -
IBANZ
08-2021
Diploma - General Insurance Broking -
ANZIIF
Sydeny08-2001
Christchurch Girls High
Christchurch, NZ11-1985
Skills
- Insurance underwriting
- Insurance solutions development
- Policy negotiation
- Risk assessment
- Compliance adherence
- Client relationship management
- Strategic planning
- Time management
- Attention to detail
- Customer retention
Custom Section 1
- I currently sit on the board of trustees for SHE (previously known as Battered Woman's Refuge).
- I am regularly involved with fund raising for the likes of Cholmondeley Children's Centre, Pink Ribbon & Movember.
Timeline
Broker
Runacres Insurance Limited
05.2019 - Current
Branch Manager
Allianz Insurance
04.2014 - 04.2019
Business Development Manager
Global Transport
02.2013 - 04.2014
Insurance Broker
Insurics Pty Ltd
05.2004 - 01.2013
Level 5 in Financial Services (General Insurance) -
IBANZ
Diploma - General Insurance Broking -
ANZIIF
Christchurch Girls High