1. Bob Burton
GA/11 Hillside Crescent Mobile: 0405 233 670
Hamilton QLD 4007 Email: burton_bob@hotmail.com
PROFESSIONAL PROFILE
A dedicated, passionate and highly experienced insurance professional with over 20 years’ experience
within the financial services industry. Highly respected and well known within Group Insurance,
having expert knowledge of Group Insurance product development, analysis, administration
processing, systems and policies together with solid technical abilities. Strong interpersonal,
communication and people management skills, including ability to interact and influence at all levels.
Effective problem solving and analytical skills coupled with highly effective judgment and decision
making capability. Extensive relationship management experience, demonstrated ability to manage
competing demands in environments of continuous improvement, change and innovation. Proven
ability to lead, motivate and mentor staff to fulfil their potential – I have always been identified as a
leader within the business, even in roles where I have not been an official manager of people.
What I present is someone who loves what they do, and do it well. I am a doer, and have always been
the “go to” person when things get rough. I identify issues before they can become problems, and
resolve issues that become problems. I use my broad spectrum of knowledge across the whole of the
Group Risk business to enhance the business; I have never believed in looking at anything from a silo
perspective. I have a proven, very strong work and business ethic; whilst also enjoying the social and
personal aspects of working within a team of diverse individuals.
KEY PROFESSIONAL STRENGTHS AND AREA OF EXPERTISE
∎ Problem Identifier/Solver
∎ Group Insurance Expert
∎ Annual Review Specialist
∎ Complex Calculations
∎ Tender Preparation
∎ Product Development, Analysis and
Design
∎ System Rebuild Business Expert
∎ Account Management / Client Retention
∎ Administration Processing and System
Expert
∎ New Business Development
∎ Process Improvement
∎ Interpret Legislation and Legal
Documentation
∎ Risk Management
∎ Commercially Driven Business Acumen
∎ Professional Networks
∎ Strong Communication Skills
∎ Project Management Skills
∎ Analytical
∎ Results Orientated
∎ Key Stakeholder Management
∎ Mentor / Staff Development
∎ Leadership and People Management
CAREER SUMMARY
Mar 2015 – Current Assistant Underwriter (Casualty) - Contract
Liberty International Underwriters
Apr 2013 – Apr 2014 Consultant - Contract
Aon Hewitt - Brisbane
Apr 2008 – Apr 2013 Policy and Transitions Manager
MLC Limited - Sydney
Aug 2006 – Apr 2008 Maintenance and Renewals Manager - Contract
Informatica Australia

2. Jun 2006 – May 2008 Customer Service Officer – Casual
TAB
Jul 2004 – Mar 2006 Various Contract Assignments
Asteron, Australian First, PrefSure Life, Wealthpac
Jun 2002 – Jul 2004 Group Risk Senior Administrator
Tower Life
Jun 2001 – Apr 2002 Group Risk Administration Manager
CommInsure
PROFESSIONAL EXPERIENCE
Liberty International Underwriters – Brisbane
March 2015 – Current
Assistant Underwriter (Casualty) - Contract
Key Responsibilities:
Processing of new business and renewals through various internal systems
Prepare renewal data and assess terms with Senior Underwriters
Draft the Risk Evaluation Form (REF) for Senior Underwriters
Aon Hewitt - Brisbane
April 2013 – April 2014
Consultant - Contract
Key Responsibilities:
∎ Managed $20,000,000 portfolio of group risk clients
∎ Prepared new business tenders, provided reports and recommendations to clients
∎ 100% success rate for tenders submissions
∎ Arranged placement of insurance with various insurers
∎ Prepared and managed the tender process to retain existing client
∎ Managed the escalation of day to day issues on behalf of clients
∎ Provided technical training to administration staff
∎ Mentored administration staff in performing their roles
MLC Limited - Sydney
April 2008 – April 2013
Policy and Transitions Manager – Group Insurance
Key Responsibilities:
∎ Managed the transition of all new business into MLC
∎ Ensured the integrity of lost business transferring to another insurer (Takeover Terms)

3. ∎ Key client liaison for transition accounts
∎ Conducted training sessions on product and processes for new staff
∎ Provided technical expertise to Operations Teams on the Super Group and other products
∎ Ensured policy documentation was produced in line with client’s requirements
∎ Identified training requirements for administration staff
∎ Processed backlog of complex Annual Reviews and installed new members
∎ Initiated underwriting of non-eligible members
∎ Verified all data and raised issues with senior management for action
Informatica Australia
August 2006 – April 2008
Maintenance and Renewals Manager - Contract
Key Responsibilities:
∎ Audited in-house databases in order to determine status of clients’ maintenance contracts
∎ Liaised with various international departments to validate the integrity of the database
∎ Consulted with clients to ensure maintenance and support services were current
∎ Managed the ongoing relationships with clients and ensure that concerns were addressed in
a professional manner
∎ Managed the efficient running of the office and services
Asteron, Australian First, PrefSure Life, Wealthpac
July 2004 – March 2006
Various Contract Assignments
(Product Analyst, Administration Manager, Product Manager, Re-tender Contractor)
Key Responsibilities:
∎ Prepared compliance related documentation
∎ Reviewed policy and Product Disclosure Statement for insurance arrangements within various
superannuation offerings
∎ Assisted in the development of new products
∎ Drafted policy documents, assisted in preparation of specifications for Group Life and Group
Salary Continuance products
∎ Audited all files and database for conversion
∎ Product Business Analyst and Project Leader for new computer system rollout with reporting
requirements
∎ Controlled reinsurance treaties
∎ Established and managed a database of policy terms and conditions for client base
∎ Developed underwriting manual/business rule document
∎ Managed the relationship with key clients
∎ Performed a re-tender of Wealthpac and Templetons Master Trust Group Insurance
∎ Assessed and prepared report on structure of insurance sales within the organisation

4. Tower Life (now TAL)
June 2002 – July 2004
Group Risk Senior Administrator
Key Responsibilities:
∎ Administered Tower Life’s highest net worth clients for Group Risk business
∎ Trained and mentored staff in the use of in-house administration systems
∎ Provided technical support to the business
∎ Ensured the integrity of the in-house administration systems and processes
∎ Provided technical expertise and strategies for tendering new business at Group Risk Forum
of senior managers
∎ Ensured the integrity of the accounts premium statistics by performing quarterly
reconciliation
∎ Resolution of relationship / complaint issues for the business
∎ Acted for the Manager in times of absence or unavailability
CommInsure
June 2001 – April 2002
Group Risk Administration Manager
Key Responsibilities:
∎ Managed a team of 17 staff providing leadership, support and training
∎ Engaged staff in performance feedback and career development discussions
∎ Implemented staff recruitment strategies including Equal Employment Opportunity
∎ Managed service and productivity benchmarks
∎ Succession planned through development and identification of talented individuals
∎ Financial Management
∎ Identified issues in systems and procedures and provide appropriate resolutions
∎ Managed compliance obligations for the business
∎ Fostered an environment of co-operation and teamwork
∎ Developed and managed relationships with internal stakeholders and clients
∎ Provided operational support to all areas of the business
∎ Reviewed and authorised financial transactions
QUALIFICATIONS & TRAINING
2013 Statement of Attainment (Distinction) – RG146 Compliant
Tier 1 Life Insurance
2013 Fair Trading
2013 Code of Business Conduct
2013 Introduction to Trade Restrictions
2013 Privacy Legislation

5. 2013 Anti-Money Laundering and Counter Terrorism Policy