October 2019 to presentWestside Insurance Specialists
Senior Account Executive
Advises a portfolio of clients with a strong rural, transport and property development focus. Reviews business exposures and insurance arrangements, develops client relationships and contributes to portfolio growth. Experience includes development of a tailored insurance product for CrossFit businesses.
January 2017 to
October 2018SRG Corp
Account Manager
Managed client insurance relationships and reviewed cover in response to changing business risks and insurance market conditions.
August 2015 to
January 2017Phoenix Property Group
Owner and Investment Advocate
Worked with investors and investees through an advocacy model focused on stakeholder outcomes and ongoing monitoring.
February 2013 to
August 2015Private Property Developers
Client Relationship Manager and subsequently General Manager
Managed investor communications and the interface with the CEO. Introduced a CRM system and stakeholder database, integrated marketing communications and trained a successor. Responsibilities later expanded to staff leadership and financial visibility as General Manager.
September 2009 to
January 2013Elders Insurance Underwriting Agency
Business Partner
Jointly owned an insurance agency serving approximately 6,000 customers across the central Wheatbelt and eastern Perth, covering farm, business and household insurance. Earlier employed by the agency from July 2000 to June 2004.
January 2004 to
October 2009Little Farm Australia
Founder and Managing Director
Established and operated the business and pursued a franchise model. Its eventual liquidation provides direct experience of the consequences of leverage and expansion risk.
January 1990 to
June 2000Elders Limited
State Business Analyst
Analysed store, staff, product and supplier performance across Western Australia during a period in which the network expanded from 30 to 65 stores through partnership and owned-store growth.