James Perry

Experience

• 

  Zhejiang University of Finance and Economics

  Sept 2004 - May 2005

  English Language Teacher

  Taught English as a foreign language and travelled throughout China, learning the language and culture.

• 

  Asteron Life

  Jun 2005 - May 2008

  Coached and mentored an award-winning team of 30 life insurance customer service representatives. Improved quality and consistency of customer experience by introducing standards and competency testing for inbound call centre staff. Assisted life insurance customers and financial advisers with enquiries and transactions on existing policies. Mentored new employees to deliver outstanding customer service.

  • Training Coordinator, Life Risk Customer Service

    Jun 2006 - May 2008

  • Customer Service Officer

    Jun 2005 - Jun 2006
• 

  Suncorp Group

  Jun 2008 - May 2010

  Training Consultant, Super & Investments

  - Designed and delivered training to a department of 120 superannuation administrators and customer service officers, covering admin processes, product knowledge and soft skills.- Rolled out a new product suite, including new processing rules, system enhancements and new writing style

• 

  Standard Pacific (part of the Suncorp Group)

  Jun 2010 - Aug 2014

  Standard Pacific was a wholly owned subsidiary of the Suncorp Group, managing more than one billion dollars in corporate super funds for clients across a range of industries and providing highly personalised financial solutions for senior executives and high net worth individuals.Responsibilities included managing relationships with corporate clients, providing personal advice to members and managing insurance tenders for employers. Responsibilities included delivering workplace education, preparing reports for policy committee meetings, provided general advice to members including Defined Benefit members and assisting the Private Client Adviser with administration and process improvement.

  • Superannuation & Risk Adviser

    Aug 2012 - Aug 2014

  • Associate Adviser, Employer Super

    Jun 2010 - Jul 2012
• 

  ANZ

  Nov 2014 - Dec 2016

  Relationship Manager, Employer Super

  At ANZ, I managed a portfolio of employer super plans ranging in size from $5m to $100m, across various industries including financial services, logistics, education and health care, partnering with employers to deliver a range of value-add services including: - Engaging members through educational seminars and 1-on-1 consultations- Helping employers to meet their superannuation obligations by keeping them informed of any changes to legislation and facilitating policy committee meetings- Advocating for my clients and connecting them with other parts of the ANZ business to provide holistic employer and employee services Show less

• 

  NGS Super

  Jan 2017 - now

  Managing the fund's member education program. Leading a project stream to uplift educational support and advice for our members, including calculator tools, phone-based advice and digital advice. Partnering with community-focused organisations to improve the long-term financial wellbeing of their employees through education and advice.Supporting employers in meeting their super obligations.

  • Education Manager | Project Lead, Education & Advice Transformation

    Apr 2024 - now

  • Customer Relationship Manager

    Jan 2017 - Apr 2024