RISING STAR
WINNER
Lara Neate – Claims consultant
BT Financial Group
Lara Neate has been hailed by many customers for her progressive approach to life insurance claims as well as being a thought leader and driver of change in the industry.
As a claims consultant for Life Insurance at BT, Neate is a passionate advocate of customer health and wellbeing, and is keen to challenge the financial services industry to consider new ways of responding to changing customer needs.
Her initiative and drive saw her shine as the Rising Star at Money Management and Super Review‘s Women in Financial Services Awards.
“My role has taken on a lot more of a health support focus with life insurance claims. I am actively working to encourage our members to make the transition back to work after sustaining significant injuries, as the best place to work is at work,” she said.
Most recently, Neate was the winner of the ALUCA TurksLegal Scholarship 2014, for her essay on the future of Australia’s life insurance industry. Neate said she is now gearing up to participate in the Deloitte Future Leaders program for 2015.
“It’s quite an amazing prize and hopefully I can learn a little more about the technical aspects of financial services,” Neate said.
“Currently, I’ve been doing a lot of work as part of our ongoing health support project which involves improving health outcomes for [our members]. I’m also hoping to progress into more of a leadership role in the next 12 months.”
Neate is also keen to see the industry innovate to engage with the younger demographic, especially through apps for life insurance.
The awards also recognised Kylie George from Harvest Wealth, Sharon Hills from All Financial Services, and Jenny Liu from MetLife as rising star finalists.
Judges commended George for her mature approach to financial and self-managed super fund advice, saying she is committed to excellence and to educating those around her.
FINALISTS
Kylie George – Financial adviser
Harvest Wealth
Sharon Hills – Financial adviser
All Financial Services (NSW)
Jenny Liu – Senior pricing analyst
MetLife
Ferina Reviyanti – Actuarial pricing analyst
MetLife
