Spreading the knowledge on life insurance
Life Insurance Award: Katherine Ashby, BT Financial Group
Taking a lead in delivering a new insurance product to the market and creating master classes saw BT Financial Group’s Katherine Ashby get the award for Money Management and Super Review’s Life Insurance Award.
Ashby, who is a senior product technical manager, is driven by a desire to promote life insurance and educate people on its significant role in protecting individuals.
“Katherine is a highly regarded member of this industry. She is sought after by many across the industry and is often asked to provide her professional expertise and technical insights into the issues facing the life industry today,” her nominee and BT Insurance senior product implementation manager Amanda Campos Pascall said.
Ashby created and presented quarterly master classes in each capital city, covering topics like trauma insurance, insurance and superannuation, key person income and business insurance advice.
About 3000 advisers have attended these workshops, and she received overwhelming positive feedback, with the state of Victoria saying they were “blown away by Katherine’s knowledge and presentation skills”.
She was a driver in launching Key Person Income, an insurance product that was launched in May this year.
Her work extends to being a member of the Financial Services Council Life Discussion Group and her participation in the Australasian Life Underwriting and Claims Association conference.
“I think Katherine is clearly a motivated, driven woman with outstanding references,” one judge said.
Ashby previously worked as a national sales development and research manager at Asteron Life. She has also worked at IRESS Market Technology and ANZ.
Katherine has a bachelor of commerce and an advanced diploma in financial services.
Finalist Yvonne Neilson, state manager for NSW/ACT at Asteron Life particularly drew praise from judges, who were taken by her programming, mentoring and good work.
Risk specialist and fellow nominee Meike Suggars from Suggars and Associates was praised by the judges for being an up-and-comer, and for being a great one-on-one mentor.
FINALISTS
Yvonne Neilson
Asteron Life
Meike Suggars
Suggars & Associates
For full coverage of the awards and winners click here
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