11 May 2023, THE FULLERTON HOTEL SYDNEY
CEO & Founder
Melita Consulting
CEO & Founder
Melita Consulting
Louise Portelli is an experienced Chief Customer Officer and ‘big 4’ Partner specialising in customer experience in Financial Services. Louise was formerly the Chief Customer Officer for MLC Life Insurance and Resimac Group in Australia as well as Lead Partner of the Customer Transformation practice at KPMG UK. She has led a wide range of large scale customer and digital experience transformations for global Insurers aimed at accelerating growth through human centred journey design, digitisation, automation, product innovation and culture change. Louise is passionate about using customer insights to drive innovation and experience improvement in Insurance.
Louise is an experienced Board Director in the not for profit sector. She holds an MBA and lectures at Sydney University in Change & Transformation, Leadership and Corporate Strategy
Sales & Strategic Relationship Manager
AAMC
Sales & Strategic Relationship Manager
AAMC
Daniel is a seasoned insurance professional with over 35 years’ involvement within the Australian insurance industry. Daniel’s experience includes senior and executive roles within general claims and motor assessing for both major underwriters and specialist TPA’s, establishing and administering national repairer and supplier networks and successfully introducing a leading digital claims platform into the Australian market. Daniel is currently working in a leadership role with AAMC, the largest provider of specialist accident management services to the Australian motor insurance sector, helping to ensure the services the business provides continues to evolve and align with the changing requirements of their expansive customer base.
With challenges ranging from an increasing need for stricter compliance measures to evolving market conditions, it’s never been more important for insurance companies to keep up with customer demand and deliver an outstanding claims service. What changes can we expect in the coming year, and how can companies prepare? How can industry leaders remain resilient in 2023 and beyond?
CEO & Founder
Melita Consulting
CEO & Founder
Melita Consulting
Louise Portelli is an experienced Chief Customer Officer and ‘big 4’ Partner specialising in customer experience in Financial Services. Louise was formerly the Chief Customer Officer for MLC Life Insurance and Resimac Group in Australia as well as Lead Partner of the Customer Transformation practice at KPMG UK. She has led a wide range of large scale customer and digital experience transformations for global Insurers aimed at accelerating growth through human centred journey design, digitisation, automation, product innovation and culture change. Louise is passionate about using customer insights to drive innovation and experience improvement in Insurance.
Louise is an experienced Board Director in the not for profit sector. She holds an MBA and lectures at Sydney University in Change & Transformation, Leadership and Corporate Strategy
Claims Manager, ANZ
iptiQ by Swiss Re
Claims Manager, ANZ
iptiQ by Swiss Re
Benjamin is the Claims Manager at Swiss re in the iptiQ division. Benjamin’s experience includes 20 years in life claims across third party administration, direct life insurers, and reinsurers with claims experience in direct, advised, and group. Benjamin has a particular passion for systems and process improvement and building high performance teams resilient to change.
Managing Director
Hello Claims
Managing Director
Hello Claims
Nick started his career as a panel beater and has worked extensively on light and heavy motor. After managing many assessing & claims teams for large insurance companies (including complex claims over $10m) and working on major CAT events across the globe, Nick co-founded Hello Claims in 2014. Nick is a Senior Associate of ANZIIF, a Fellow of AICLA, a member of the Institute of Automotive Mechanical Engineers and holds numerous business qualifications.
General Manager, Claims Transformation
QBE
General Manager, Claims Transformation
QBE
Nigel has worked in Financial Services and Financial Services Consulting for 20 years, with the last 7 years at QBE in the AUSPAC Claims function. He is currently the GM Claims Transformation, setting the claims modernisation agenda across Short Tail, People Risk and Casualty classes. He also leads the Claims ‘Value Stream’ in its Agile delivery of Digital, Data, Automation and Supply Chain initiatives.
Chief Claims Officer, Life & Investments
Zurich Financial Services
Chief Claims Officer, Life & Investments
Zurich Financial Services
With natural catastrophes increasing in frequency and intensity, insurance companies need to manage and service claims efficiently while limiting costs and increasing accessibility. In this session, Suncorp will outline the steps they are taking to enhance their catastrophe claims management.
Head of Disaster Response & Claims Customer Experience
Suncorp Group
Head of Disaster Response & Claims Customer Experience
Suncorp Group
Cath has been at Suncorp for 20 years, working across multiple functions including Sales & Service, Life Insurance, and Bank & Superannuation. Cath is responsible for delivering a market leading disaster response strategy and the project execution for the Best in Class program for Home Claims which focuses on innovation for customers, people, and the supply chain. Having led the response to more than 45 natural disaster events since joining the team in 2020, Cath has developed not only a passion to support our customers, but the communities in which they live. She recognises the importance of advocacy for more resilient communities given the heightened severity of weather events. Cath makes it a priority to genuinely understand the customer experience and her insights have helped revolutionise how claims leverage technology enhancements through geospatial and artificial intelligence before, during, and after a natural disaster.
Outside of work, Cath enjoys spending time with her two children, husband Andrew and their two pugs Pickles and Olive.
Executive General Manager (EGM) of Home Claims
Suncorp Group
Executive General Manager (EGM) of Home Claims
Suncorp Group
Alli has held multiple roles in the Suncorp Group during her 22-year tenure, including EGM of Direct Distribution, and is committed to Suncorp’s purpose to building futures and protecting what matters. Alli leads her team to deliver strong performance results underpinned by simplified processes and innovative technologies that better prepare Suncorp’s customers, people, and supply chain to respond to all claim types. Alli has established a Disaster Response Centre of Excellence consisting of Suncorp’s market leading capabilities in building core operational resilience to meet customer and community needs. She is dedicated to enabling a high performing and customer obsessed culture that makes Suncorp a great place to work.
Based in Brisbane, Alli enjoys spending time with her husband Nigel and their three children, taking camping trips and spending time on the Sunshine Coast.
As claims technology and automation advances rapidly within personal lines, intermediated customers are in danger of becoming disadvantaged during the claim lodgement and initiation phase. What can we do to address the gap between direct and intermediary customer claims experience?
Sales & Strategic Relationship Manager
AAMC
Sales & Strategic Relationship Manager
AAMC
Daniel is a seasoned insurance professional with over 35 years’ involvement within the Australian insurance industry. Daniel’s experience includes senior and executive roles within general claims and motor assessing for both major underwriters and specialist TPA’s, establishing and administering national repairer and supplier networks and successfully introducing a leading digital claims platform into the Australian market. Daniel is currently working in a leadership role with AAMC, the largest provider of specialist accident management services to the Australian motor insurance sector, helping to ensure the services the business provides continues to evolve and align with the changing requirements of their expansive customer base.
AAMC is a specialist motor accident management provider offering a wide range of services to the Australian insurance, broking and corporate fleet sectors. AAMC is the largest provider of motor repair and assessing services and covers the entire spectrum of motor including passenger vehicle, heavy and light commercial and transport, plant and machinery, motorcycle and caravans. AAMC have been delivering innovative solutions to Australia’s largest and most prominent insurers for over 20 years and specialise in providing cost, quality and timeliness outcomes for their clients.
Contact details:
Daniel Lukich, Sales & Strategic Relationship Manager
0456763042
Claims management is arguably one of the most critical functions and capabilities an insurer provides its customers. For a customer it is their moment of truth and for an insurer, typically the largest cost component. Yet, we have not seen the degree of radical transformation in claims outcomes and experience. In this session, we will:
Partner
McKinsey & Company
Partner
McKinsey & Company
Angat is a Partner with the McKinsey Insurance Practice in Sydney and has been advising insurers in Australia and Asia for 16+ years. His focus areas include driving sustainable value creation for his clients through performance transformation using data analytics, digital and operating model shifts. He is passionate about the important role the insurance sector plays in customers’ lives and motivated to work with insurers and distribution partners to improve customer outcomes.
Prior to joining McKinsey, Angat led the Asia Pacific Insurance and Wealth practice of another consulting firm.
Angat holds a Bachelor of Commerce with double majors in Actuarial studies and Finance from the University of New South Wales. He is an Actuary, recently developed and lectured a course on InsurTech for the University of New South Wales and regularly publishes on insurance topics in industry journals.
The past few years have been challenging for insurance companies, with factors ranging from supply chain disruption to regulatory reform affecting the overall customer experience. In this session, hear how forward-thinking industry leaders are refocusing their teams’ efforts to deliver an efficient, people-driven experience to support and retain customers.
CEO & Founder
Melita Consulting
CEO & Founder
Melita Consulting
Louise Portelli is an experienced Chief Customer Officer and ‘big 4’ Partner specialising in customer experience in Financial Services. Louise was formerly the Chief Customer Officer for MLC Life Insurance and Resimac Group in Australia as well as Lead Partner of the Customer Transformation practice at KPMG UK. She has led a wide range of large scale customer and digital experience transformations for global Insurers aimed at accelerating growth through human centred journey design, digitisation, automation, product innovation and culture change. Louise is passionate about using customer insights to drive innovation and experience improvement in Insurance.
Louise is an experienced Board Director in the not for profit sector. She holds an MBA and lectures at Sydney University in Change & Transformation, Leadership and Corporate Strategy
Partner
McKinsey & Company
Partner
McKinsey & Company
Angat is a Partner with the McKinsey Insurance Practice in Sydney and has been advising insurers in Australia and Asia for 16+ years. His focus areas include driving sustainable value creation for his clients through performance transformation using data analytics, digital and operating model shifts. He is passionate about the important role the insurance sector plays in customers’ lives and motivated to work with insurers and distribution partners to improve customer outcomes.
Prior to joining McKinsey, Angat led the Asia Pacific Insurance and Wealth practice of another consulting firm.
Angat holds a Bachelor of Commerce with double majors in Actuarial studies and Finance from the University of New South Wales. He is an Actuary, recently developed and lectured a course on InsurTech for the University of New South Wales and regularly publishes on insurance topics in industry journals.
Head of Supplier Partnerships and Performance
Hollard Insurance
Head of Supplier Partnerships and Performance
Hollard Insurance
Angus is Head of Supplier Partnerships and Performance at Hollard. He has held senior roles across several organisations, with a focus on claims, assessing, and the supply chain. He is known for his commercial acumen and pragmatic approach to improving the customer experience.
Head of Claims
Blue Zebra Insurance
Head of Claims
Blue Zebra Insurance
Jonathan has held various roles throughout his career, that has allowed him to appreciate the challenges the market faces on all levels, be that: customer, broker, service provider and insurer. Having worked at an international insurer for a significant period, Jonathan recently moved across to Blue Zebra Insurance, where he now holds the position of, Head of Claims. Since coming onboard at Blue Zebra, Jonathan’s focus on getting the key components to claims’ handling right, has seen a significant uplift in Blue Zebra’s claims service offering overall and one that provides great opportunity as we move into 2023. Jonathan has a continued focus on strategic initiatives that will optimise the customer experience, but also supports the internal capabilities of handling claims in today’s environment. Jonathan has also had various involvement in industry working groups, both in Catastrophe Management and Young Insurance Professional Mentorship Programmes. Jonathan is passionate on planning for the future of the industry and continually focuses on opportunities for leaders throughout the insurance industry to come together and identify opportunities for the overall market, to allow for continued success and stability into the future.
National Claims Service Manager
CHU Underwriting Agencies
National Claims Service Manager
CHU Underwriting Agencies
Kara is the National Claims Service Manager at CHU Underwriting Agencies. In her 12 years as an insurance professional, Kara has managed numerous Catastrophe responses such as the Townsville Floods, Cyclone Debbie and more recently the devastating floods in Northern NSW and South East Qld.
Her passion for her role in the claims sector saw her named as a Young Gun by Insurance Business Australia in 2020. She has served on the ANZIIF GI Breakfast and Rising stars committees, participated as a mentor in the 2022 NIBA mentoring program and was recently appointed to the ANZIIF GI Faculty Advisory Board in 2023.
It’s critical to understand how we can effectively use and leverage data to better understand insurance products and their usability. This tech talk will discuss emerging trends in data including:
Managing Director
The Insurance Claims Service Center
Managing Director
The Insurance Claims Service Center
The industry has only begun to harness the many benefits of artificial intelligence (AI) to enhance day-to-day operations, particularly in the underwriting and claims process to increase efficiency and provide valuable insight into customers. As AI continues to evolve, how will it continue to support claims to gain a competitive advantage and deliver an efficient customer experience? This session will look at how AI is currently transforming the industry and what to expect in the future.
Strategy Manager
Guild Insurance
Strategy Manager
Guild Insurance
Kenea is an accomplished and dynamic senior leader with over 22 years of experience in the insurance industry. With extensive experience working in both domestic and international markets, including the UK and India, Kenea possesses a unique perspective on the global insurance landscape. She is a firm believer that the culture of an organization plays a critical role in shaping customer experience and driving innovation. With a background spanning strategy, distribution, claims, projects, and risk management, Kenea has spearheaded several successful business transformation initiatives, leading people through change, helping them succeed with the business.
For the last 6 years Kenea has led strategy development and execution at Guild Insurance, driving initiatives that deliver sustainable growth. She was also a founding member of the Women in Guild (WIG) program and remains a passionate advocate for diversity and inclusion in the workplace.
Kenea is passionate about innovation, particularly the use of ethical AI by organizations to drive their ESG (Environmental, Social, and Governance) strategies. An avid runner who enjoys staying active and pushing her limits, Kenea is also a hobby artist who dabbles with acrylics on canvas, nurturing her creative soul.
Being agile, working collaboratively and continuously elevating team capabilities are essential to improve the claims management process. How can insurance companies drive a transformative approach to develop the capabilities of claims managers?
CEO & Founder
Melita Consulting
CEO & Founder
Melita Consulting
Louise Portelli is an experienced Chief Customer Officer and ‘big 4’ Partner specialising in customer experience in Financial Services. Louise was formerly the Chief Customer Officer for MLC Life Insurance and Resimac Group in Australia as well as Lead Partner of the Customer Transformation practice at KPMG UK. She has led a wide range of large scale customer and digital experience transformations for global Insurers aimed at accelerating growth through human centred journey design, digitisation, automation, product innovation and culture change. Louise is passionate about using customer insights to drive innovation and experience improvement in Insurance.
Louise is an experienced Board Director in the not for profit sector. She holds an MBA and lectures at Sydney University in Change & Transformation, Leadership and Corporate Strategy
Head of Group Claims
AIA
Head of Group Claims
AIA
Carola is currently the Head of Group Claims at AIA Australia. She forged her career over 20 years in leadership, consulting, capability building, business development, project and operational roles, in small and large organisations. This has been realised in life insurance, professional services, education, mining and manufacturing across South Africa, Canada and Australia.
Carola has developed a track record of human-centered transformation. Her core belief is that highly engaged and empowered people create exceptional experiences for customers; and that highly satisfied customers form strong bonds with organizations that truly care for them.
Carola is an active participant in industry bodies and advocate for change. She is currently an ALUCA Board Director and Education Committee Working Group member, and she was previously an ANZIIF Professional Standards Working group member. She has written and spoken publicly on matters pertaining to the future of claims and claims professionals.
She holds post-graduate degrees in psychology and leadership, as well as diplomas in Behavioural Economics and Agile.
Outside of work, Carola is the proud mother to a 20-year old daughter and a 9-year old Groodle named Tessie.
General Manager – Claims
Achmea
General Manager – Claims
Achmea
Danielle Whitelock is an experienced General Manager, more recently joining Achmea Australia in 2021 where she is responsible for the leadership and delivery of claims and client services.
Danielle has over 20 years’ insurance experience with specific claims experience across multiple product lines.
During this time she had been responsible for operational management and performance across the insurance value chain including stakeholder and partnership management, underwriting and claims.
Danielle has a proven track record of driving highly engaged teams to achieve their objectives across multiple distributions channels and environments, believing that building employee capability, a culture of team work are inextricably linked to the customer experience and performance.
Danielle had delivered Innovative strategies across multiple distribution channels with a focus improving delivering increased business performance, employee engagement and client satisfaction.
Senior Claims Adjuster
Berkley Insurance Australia
Senior Claims Adjuster
Berkley Insurance Australia
Director of Insurance (ANZ)
Cover Genius
Director of Insurance (ANZ)
Cover Genius
Ella Clarke is the Director of Insurance (ANZ) of Cover Genius, the insurtech for embedded protection. Together, Cover Genius and its partners protect the global customers of the world’s largest digital companies including Booking Holdings and Intuit. XCover is also available at Amazon, eBay, and Shopee. In her role, Ella is responsible for insurance products and partnerships for the ANZ region. Prior to Cover Genius, Ella worked at Bupa in a variety of product management and business development roles.
Ella has a Law degree from the University of Sydney and a Bachelor of Arts from the University of Melbourne and dedicates time to ‘CG Gives’, Cover Genius’s charitable arm that supports a variety of global and regional causes.